Financial Disclosure Information

The Retirement Resource Organization publishes financial summary information as a part of its annual reports as well as detailed information in its IRS Form 990 and associated statements and schedules.

The Retirement Resource Organization was incorporated in 2004 in the State of Michigan for charitable and educational purposes.  The Organization is a nonprofit, tax-exempt corporation under Section 501(c)(3) of the Internal Revenue Code and is a publicly supported organization as defined in Sections 170(b)(1)(A)(vi) and 509(a). Donations are tax-deductible.

A copy of the latest Financial Report and Registration filed by this organization may be obtained by contacting any of the following state agencies:

  MICHIGAN The official registration and financial information of The Retirement Resource Organization may be obtained from the Michigan Department of Commercial Services & Corporations, Corporation Division by calling 1-517-241-6470 or by Clicking Here. Registration by the Corporation Division does not imply endorsement, approval or recommendation by the State.
 
  FLORIDA ** Corporate Filing Status Pending - Not yet completed **
A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free, 1-800-435-7352 within the state. Registration does not imply endorsement, approval or recommendation by the State.
 
  OHIO ** Corporate Filing Status Pending - Not yet completed **
The official registration and financial information of The Retirement Resource Organization may be obtained from the Ohio Secretary of State's office by calling 1-###-###-####. Registration by the Secretary of State does not imply endorsement, approval or recommendation by the State.
 
  TENNESSEE ** Corporate Filing Status Pending - Not yet completed **
The official registration and financial information of The Retirement Resource Organization may be obtained from the Tennessee Secretary of State's office by calling 1-###-###-####. Registration by the Secretary of State does not imply endorsement, approval or recommendation by the State.

A letter verifying The Retirement Resource Organization's tax-exempt status and a brief financial summary can be obtained by contacting us at:

The Retirement Resource Organization
Attn: Treasurer
1011 Lincoln Drive
Brighton, MI 48116-3794
(877) 855-3718

Last Revised: February 2005