Civic Intelligence

Retirement Research Foundation

990T • Fiscal year 2020 • EIN 36-2429540

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
8765 West Higgins Road 430Chicago, IL 60631

(773) 714-8080

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2020: $154,053,034Liabilities 2020: $5,506,374Net Assets 2020: $148,546,6602020Assets 2021: $165,216,640Liabilities 2021: $7,022,718Net Assets 2021: $158,193,9222021Assets 2022: $133,517,021Liabilities 2022: $4,488,822Net Assets 2022: $129,028,1992022Assets 2023: $140,682,488Liabilities 2023: $2,631,922Net Assets 2023: $138,050,5662023Assets 2024: $146,522,542Liabilities 2024: $3,081,537Net Assets 2024: $143,441,0052024

Latest loaded filing

2024

Assets$146,522,542
Liabilities$3,081,537
Net Assets$143,441,005
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2020: $4,600,406Expenses 2020: $13,385,324Net Income 2020: -$8,784,9182020Revenue 2021: $24,266,276Expenses 2021: $14,526,955Net Income 2021: $9,739,3212021Revenue 2022: $1,342,271Expenses 2022: $10,591,600Net Income 2022: -$9,249,3292022Revenue 2023: $4,402,075Expenses 2023: $10,042,050Net Income 2023: -$5,639,9752023Revenue 2024: $15,539,039Expenses 2024: $14,349,974Net Income 2024: $1,189,0652024

Latest loaded filing

2024

Revenue$15,539,039
Expenses$14,349,974
Net Income$1,189,065
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v1.0
Filing and Contact Details

Filer

Filer Name
Retirement Research Foundation
EIN
36-2429540
Phone
7737148080
Address
8765 WEST HIGGINS ROAD 430, CHICAGO, IL 60631

Signing Officer

Name
MARY O'DONNELL
Title
President
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Murray Grishaber LLC
Address
3365 N Arlington Heights J, Arlington Heights, IL 60004
Preparer
Bret R Grishaber
Phone
8476707719
Raw XML Appendix78 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0MARY O'DONNELL
IRS990T/BooksInCareOfDetail/PhoneNum07737148080
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt08765 W HIGGINS RD STE 430
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060631
IRS990T/BookValueAssetsEOYAmt0154053034
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt067838
IRS990T/EstimatedTaxPaymentsAmt051000
IRS990T/ExtsnRequestIncomeTaxPaidAmt025000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt015108
IRS990T/OverpaymentSection/OverpaymentAmt015108
IRS990T/PriorYearOverpaymentCreditAmt067322
IRS990TScheduleA/OtherDeductionsAmt05700
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt064090
IRS990TScheduleA/TotalDeductionsAmt069790
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0749171
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0749171
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0749171
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0REPORTING OF UBTI FROM PASS THRU ENTITIES.
IRS990TScheduleA/UBIBeforeNOLDedAmt0679381
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0679381
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0128214
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt0128214
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0143322
IRS990T/TotalTaxAmt0128214
IRS990T/TotalTaxComputationAmt0128214
IRS990T/TotalUBTIAmt0610543
IRS990T/TotalUBTIBeforeNOLSpecificAmt0611543
IRS990T/TotalUBTIBeforeSection199AAmt0611543
IRS990T/TotalUBTIComputedAmt0679381
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY O'DONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0362429540
ReturnHeader/Filer/PhoneNum07737148080
ReturnHeader/Filer/USAddress/AddressLine1Txt08765 WEST HIGGINS ROAD 430
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060631
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364124154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Murray Grishaber LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03365 N Arlington Heights J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060004
ReturnHeader/PreparerPersonGrp/PhoneNum08476707719
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET R GRISHABER
ReturnHeader/ReturnTs02021-11-10T10:04:15-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODONNELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$147$3.08$143$15.5$14.3$1.19
2023Detailed filing. Detailed filing data is available for this year.$141$2.63$138$4.40$10.0$5.64
2022Detailed filing. Detailed filing data is available for this year.$134$4.49$129$1.34$10.6$9.25
2021Detailed filing. Detailed filing data is available for this year.$165$7.02$158$24.3$14.5$9.74
2020Detailed filing. Detailed filing data is available for this year.$154$5.51$149$4.60$13.4$8.78
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.