Civic Intelligence

Retirement Research Foundation

990T • Fiscal year 2021 • EIN 36-2429540

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
8765 West Higgins Road 430Chicago, IL 60631

(773) 714-8080

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

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

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

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, 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, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.1
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
2022-11-08
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 Appendix77 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/BalanceDueAmt07243
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/BookValueAssetsEOYAmt0165216640
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt093586
IRS990T/EstimatedTaxPaymentsAmt0118000
IRS990T/ExtsnRequestIncomeTaxPaidAmt040000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PriorYearOverpaymentCreditAmt011634
IRS990TScheduleA/OtherDeductionsAmt05850
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt088415
IRS990TScheduleA/TotalDeductionsAmt094265
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01031124
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01031124
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01031124
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0REPORTING OF UBTI FROM PASS THRU ENTITIES.
IRS990TScheduleA/UBIBeforeNOLDedAmt0936859
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0936859
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0176877
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt0176877
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0169634
IRS990T/TotalTaxAmt0176877
IRS990T/TotalTaxComputationAmt0176877
IRS990T/TotalUBTIAmt0842273
IRS990T/TotalUBTIBeforeNOLSpecificAmt0843273
IRS990T/TotalUBTIBeforeSection199AAmt0843273
IRS990T/TotalUBTIComputedAmt0936859
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/SignatureDt02022-11-08
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/ReturnTs02022-11-08T13:02:16-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ODONNELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$154$5.51$149$4.60$13.4$8.78