2026-02-10T17:25:49-05:00 2024-12-31 061289571 MAHONEY SABOL & COMPANY LLP 180 GLASTONBURY BLVD STE 400 GLASTONBURY CT 060334439 990 2024-01-01 453940350 THE SPARK INSTITUTE INC SPAR 8606585058 9 PHELPS LANE SIMSBURY CT 06070 MICHAEL MILLER TREASURER 8606585058 2026-02-10 true true KEVIN M HARRIS CPA P01424116 8605412000 2026-02-10 2024 2025-03-06 01:10:19Z TIMOTHY ROUSE 9 PHELPS LANE SIMSBURY CT 06070 2247165 false X WWW.SPARKINSTITUTE.ORG X 2011 MO THE SPARK INSTITUTE, INC. ("SPARK") HELPS TO SHAPE NATIONAL RETIREMENT POLICY BY PROVIDING RESEARCH, EDUCATION, TESTIMONY AND COMMENTS ON PENDING LEGISLATIVE AND REGULATORY ISSUES TO MEMBERS OF CONGRESS AND RELEVANT GOVERNMENT AGENCY OFFICIALS. WE HELP SHAPE NATIONAL RETIREMENT POLICY BY DEVELOPING AND ADVANCING POSITIONS ON CRITICAL ISSUES THAT AFFECT PLAN SPONSORS, PARTICIPANTS, SERVICE PROVIDERS, AND INVESTMENT PROVIDERS. OUR MEMBERS INCLUDE RECORD KEEPERS, MUTUAL FUND COMPANIES, BROKERAGE FIRMS, INSURANCE COMPANIES, BANKS, CONSULTANTS, TRADE CLEARING FIRMS AND INVESTMENT MANAGERS. OUR MEMBERS PLAY A KEY ROLE IN IDENTIFYING OUR PRIORITIES AND IN DEVELOPING THE POSITIONS WE TAKE ON CRITICAL ISSUES. COLLECTIVELY, OUR MEMBERSHIP SERVICES APPROXIMATELY 100 MILLION EMPLOYER- SPONSORED PARTICIPANTS. 13 13 2 0 0 1837572 2198342 26204 48823 0 1863776 2247165 0 0 817622 821110 0 0 1350724 1379619 2168346 2200729 -304570 46436 2624583 2730264 265199 330474 2359384 2399790 X THE SPARK INSTITUTE, INC. ("SPARK") HELPS TO SHAPE NATIONAL RETIREMENT POLICY BY PROVIDING RESEARCH, EDUCATION, TESTIMONY AND COMMENTS ON PENDING LEGISLATIVE AND REGULATORY ISSUES TO MEMBERS OF CONGRESS AND RELEVANT GOVERNMENT AGENCY OFFICIALS. WE HELP SHAPE NATIONAL RETIREMENT POLICY BY DEVELOPING AND ADVANCING POSITIONS ON CRITICAL ISSUES THAT AFFECT PLAN SPONSORS, PARTICIPANTS, SERVICE PROVIDERS, AND INVESTMENT PROVIDERS. OUR MEMBERS INCLUDE RECORD KEEPERS, MUTUAL FUND COMPANIES, BROKERAGE FIRMS, INSURANCE COMPANIES, BANKS, CONSULTANTS, TRADE CLEARING FIRMS AND INVESTMENT MANAGERS. OUR MEMBERS PLAY A KEY ROLE IN IDENTIFYING OUR PRIORITIES AND IN DEVELOPING THE POSITIONS WE TAKE ON CRITICAL ISSUES. COLLECTIVELY, OUR MEMBERSHIP SERVICES APPROXIMATELY 100 MILLION EMPLOYER- SPONSORED PARTICIPANTS. false false 1854714 2198342 SHAPE NATIONAL RETIREMENT POLICY PROVIDING RESEARCH, EDUCATION, TESTIMONY AND COMMENTS ON PENDING LEGISLATIVE AND REGULATORY ISSUES TO MEMBERS OF CONGRESS AND RELEVANT GOVERNMENT AGENCY OFFICIALS. OUR MEMBERS PLAY A KEY ROLE IN IDENTIFYING OUR PRIORITIES AND IN DEVELOPING THE POSITIONS WE TAKE ON CRITICAL ISSUES. 1854714 false false false true false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 5 0 2 true false false false false false false false false X 13 13 false false false false false false false true true false false true true true true false false true true false X X MARLENE D JUNG CPA CFO SPARK INST 8606585058 9 PHELPS LANE SIMSBURY CT 06070 TIMOTHY ROUSE EXECUTIVE DI 40.00 X 539984 0 0 MARLENE D JUNG COO AND CFO 40.00 X 206000 0 0 CRAIG BELLAROSA DIRECTOR 0.25 X 0 0 0 RICK IRACE DIRECTOR 0.25 X 0 0 0 JOHN MCCARTHY DIRECTOR 0.25 X 0 0 0 BRANT WONG DIRECTOR 0.25 X 0 0 0 WILLIAM BYERLY DIRECTOR 0.25 X 0 0 0 JUDY NELSON DIRECTOR 0.25 X 0 0 0 MATT CONDOS DIRECTOR 0.25 X 0 0 0 RICH MAGNER DIRECTOR 0.25 X 0 0 0 NATE MILES DIRECTOR 0.25 X 0 0 0 FRANCISCO NEGRON DIRECTOR 0.25 X 0 0 0 MICHAEL MILLER TREASURER 0.25 X X 0 0 0 TODD MCGRATH VICE CHAIRMA 0.25 X X 0 0 0 JOSEPH SMOLEN CHAIRMAN 0.25 X X 0 0 0 745984 2 false true false MEMBERSHIP DUES 1333517 1333517 CONFERENCES REVENUE 834725 834725 TRAINING & CERTIFICATION REV 30000 30000 PUBLICATION REVENUE 100 100 2198342 48823 48823 2247165 2198342 48823 X 745984 684538 61446 42249 35245 7004 32877 29918 2959 25065 25065 329348 328900 448 11313 10295 1018 675560 675560 239000 239000 7996 7276 720 TEMPORARY HELP 64965 59118 5847 PROCESSING FESS 13700 13700 MISCELLANEOUS EXPENSE 6760 6152 608 COMMUNICATIONS 4409 4012 397 1503 1503 2200729 1854714 346015 0 1405120 686146 56104 15000 80205 9463 13688 22051 22051 938121 1195000 956000 2624583 2730264 48212 35004 216987 295470 265199 330474 X 2359384 2399790 2359384 2399790 2624583 2730264 46436 -6030 X false true X false false false false false 2198342 7155 7155 7155 15051 15051 7000 7000 2241135 -6030 -6030 2247165 2247165 2200729 2200729 2200729 X X false false false TIMOTHY ROUSE EXECUTIVE DIRECTOR 539984 539984 MARLENE D JUNG COO AND CFO 206000 206000 FORM 990 - ORGANIZATION'S MISSION THE SPARK INSTITUTE, INC. ("SPARK") HELPS TO SHAPE NATIONAL RETIREMENT POLICY BY PROVIDING RESEARCH, EDUCATION, TESTIMONY AND COMMENTS ON PENDING LEGISLATIVE AND REGULATORY ISSUES TO MEMBERS OF CONGRESS AND RELEVANT GOVERNMENT AGENCY OFFICIALS. WE HELP SHAPE NATIONAL RETIREMENT POLICY BY DEVELOPING AND ADVANCING POSITIONS ON CRITICAL ISSUES THAT AFFECT PLAN SPONSORS, PARTICIPANTS, SERVICE PROVIDERS, AND INVESTMENT PROVIDERS. OUR MEMBERS INCLUDE RECORD KEEPERS, MUTUAL FUND COMPANIES, BROKERAGE FIRMS, INSURANCE COMPANIES, BANKS, CONSULTANTS, TRADE CLEARING FIRMS AND INVESTMENT MANAGERS. OUR MEMBERS PLAY A KEY ROLE IN IDENTIFYING OUR PRIORITIES AND IN DEVELOPING THE POSITIONS WE TAKE ON CRITICAL ISSUES. COLLECTIVELY, OUR MEMBERSHIP SERVICES APPROXIMATELY 100 MILLION EMPLOYER- SPONSORED PARTICIPANTS. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION INTENDS TO CIRCULATE A COMPLETED DRAFT OF ITS FORM 990 TO ITS BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO THE DUE DATE OF THE FORM 990. THE ORGANIZATION ALSO INTENDS TO HAVE ITS FORM 990 REVIEWED AS NEEDED BY COUNSEL AND THE ORGANIZATION'S ACCOUNTING FIRM. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS AND OFFICERS MUST READ AND ACKNOWLEDGE THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR AND GENERAL COUNSEL WAS DETERMINED IN 2011 (INCEPTION DATE), WITH PAYMENT BEGINNING IN 2012. AN INDEPENDENT DIRECTOR OF SPARK REVIEWED VARIOUS INDUSTRY SOURCES AND DATA ON COMPARABLE COMPENSATION AND REPORTED HIS RECOMMENDATIONS TO THE BOARD OF DIRECTORS. ARMS LENGTH NEGOTIATIONS WERE ENTERED INTO AND THE FINAL AGREED UPON COMPENSATION WAS APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION WILL BE REVIEWED ON A REGULAR BASIS, AS DEEMED NECESSARY BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DETERMINED IN 2011 (INCEPTION DATE). SEE ADDITIONAL INFORMATION ABOVE. FORM 990, PAGE 6, PART VI, LINE 19 X FORM 990, PART IX, LINE 11G OUTSIDE SERVICES 328,900 448 0