National Committee to Preserve Social Security & Medicare Foundation
Nonprofit profile at a glance
- EIN
- 208742654
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990 2018, Form 990-EZ 2025
- Location
- Washington, DC, USA
- Phone
- 2022160420
- Rating
- 36
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.
Reported finances
- Revenue
- $5,327
- Expenses
- $3,677
- Assets
- $8,116
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Max I Richtman (President & CEO)
People named in this filing
- Max I Richtman (President & CEO)
- Catherine J Dodd PHD RN (Chair)
- Nicholas Smith (Treasurer & Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to protect, promote, & ensure the financial security, health, and well being of current and future generations of americans through research, analysis, & public education.
What it reported doing in 2025
The national committee to preserve social security and medicare foundation is continuing to assist its supporting organization, the national committee to preserve social security and medicare, in funding the "delay and gain" education project which first launched in december 2017. On april 8, 2019, the project expanded its outreach in five target markets as part of an effort to encourage near-retirees to gain more money by delaying their claim for social security benefits. The markets are baltimore md, davenport ia, pittsburg pa, louisville ky and detroit mi. These markets were selected mainly due to their large and diverse employer bases and their strong radio rankings for 55+ demographic. We hope to expand this project based on the results we achieve in these areas
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 72
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 31%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 2.21; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -75% per year; rating input score 0; 5th percentile among comparable filings
- Revenue growth: -30.8% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: -22.2% per year; rating input score 0; 10th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.