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Small Nonprofit Retirement Security Act of 2024
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,649 other S bills in the 118th — cohort avg 33d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (4)
2026 · third_quarter · Taxation/Internal Revenue Code
- 1% floor on corporate charitable contributions - Tax deduction for charitable contributions - S. 566, the Charitable Act - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act - Title VI of S. 3931, the Taxpayer Assistance and Services Act
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
- 1% floor on corporate charitable contributions - Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act - Title VI of S. 3931, the Taxpayer Assistance and Services Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
- 1% floor on corporate charitable contributions - Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Taxation/Internal Revenue Code
- Provisions affecting nonprofits and private foundations in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21) - 1% floor on corporate charitable contributions - Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Taxation/Internal Revenue Code
- Provisions affecting nonprofits and private foundations in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21) - 1% floor on corporate charitable contributions - Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Taxation/Internal Revenue Code
- Provisions affecting nonprofits and private foundations in Title VII of H.R. 1, the One Big, Beautiful Bill Act (budget reconciliation bill, P.L. 119-21) - 1% floor on corporate charitable contributions - Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Retirement
H.R. 1 - One Big Beautiful Bill Act - retirement aspects H.R.2163 - No Penalties for Victims of Fraud Act H.R. 2696 - Retirement Savings for Americans Act of 2025 H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress) S. 1526 - Retirement Savings for Americans Act of 2025 S. 1831 - Auto Reenroll Act of 2025
Client expense: $357,661 · Firm income: Not reported
2025 · first_quarter · Retirement
H.R. 3063 - Retirement Fairness for Charities and Educational Institutions Act of 2023 (118th Congress) H.R. 1013 - Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 6065 - Retirement Savings for Americans Act of 2023 (118th Congress) H.R. 6757 - To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (118th Congress) S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024 (118th Congress) S. 424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 3102 - Retirement Savings for Americans Act of 2023 (118th Congress) S. 4965 - Small Nonprofit Security Act of 2024 (118th Congress)
Client expense: $367,805 · Firm income: Not reported
2025 · first_quarter · Taxation/Internal Revenue Code
- Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 117-328 - Consolidated Appropriations Act, 2023 - Division T, issues related to retirement security and church plans, including implementation. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. Clergy Act (H.R. 6068/S. 4126) - entire bill. Small Nonprofit Retirement Security Act of 2024 (S. 4965) - entire bill.
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
- Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 117-328 - Consolidated Appropriations Act, 2023 - Division T, issues related to retirement security and church plans, including implementation. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. Clergy Act (H.R. 6068/S. 4126) - entire bill. Small Nonprofit Retirement Security Act of 2024 (S. 4965) - entire bill.
Client expense: Not reported · Firm income: $130,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
- Tax deduction for charitable contributions - S. 566, the Charitable Act - UBIT issues (unrelated business income tax) - Employer tax incentives - S. 4965, Small Nonprofit Retirement Security Act
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
Issues related to retirement security and church plans - no specific legislation. P.L. 117-328 - Consolidated Appropriations Act, 2023 - Division T, issues related to retirement security and church plans, including implementation. P.L. 116-94 - Further Consolidated Appropriations Act, 2020 - Division O, including implementation. Clergy Act (H.R. 6068/S. 4126) - entire bill. Small Nonprofit Retirement Security Act of 2024 (S. 4965) - entire bill.
Client expense: Not reported · Firm income: $130,000
2024 · third_quarter · Retirement
H.R. 5339, the RETIRE Act; H.R. 6065/ S. 3102 Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; H.J. Res. 116, providing for congressional disapproval of DOL's independent contractor rule; S. 4917, a bill to amend the Federal securities laws to enhance 403(b) plans; S. 4965, the Small Nonprofit Retirement Security Act of 2024; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; SECURE 2.0 Implementation RIN 1210-AC23 RFI - SECURE 2.0 Reporting and Disclosure, EBSA Basel III End Game and Retirement; Preservation of Private Sector Retirement System; SECURE 2.0 Technical Corrections Act of 2023.
Client expense: $1,550,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of