Civic Intelligence

Retirement Research Foundation

990PF • Fiscal year 2023 • EIN 36-2429540

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
8765 W Higgins Road Suite 430Chicago, IL 60631-4170

(773) 714-8080

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.60x

Higher debt load relative to revenue than 58% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

4th percentile

-128%

Higher net margin than 4% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$272,338

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

52nd percentile

5.4%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

228%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$140,682,488

Up $7,165,467 (+5.4%) from 2022

Net Assets

Up

$138,050,566

Up $9,022,367 (+7.0%) from 2022

Liabilities

Down

$2,631,922

Down $1,856,900 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Up

$4,402,075

Up $3,059,804 (+228%) from 2022

Expenses

Down

$10,042,050

Down $549,550 (-5.2%) from 2022

Net Income

Up

-$5,639,975

Up $3,609,354 (+39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2023

Assets$140,682,488
Liabilities$2,631,922
Net Assets$138,050,566
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2023

Revenue$4,402,075
Expenses$10,042,050
Net Income-$5,639,975
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY O'DONNELLPresidentFT$236,816$35,522$272,338
RUTH ANN WATKINSChairpersonPT$29,500-$29,500
MICHAEL J STARSHAKSecretaryPT$26,000-$26,000
KATHLEEN W KOLODGYTrusteePT$26,000-$26,000
DOWNEY R VAREYTreasurerPT$21,500-$21,500
JOHN BOUMANTrusteePT$20,000-$20,000
ANTHONY PERRYTrusteePT$20,000-$20,000
THOMAS D KUCZMARSKITrusteePT$20,000-$20,000
ADRIENNE MIMSTrusteePT$14,000-$14,000
THOMAS R PROHASKA PH DTrusteePT$10,000-$10,000
MICHELLE SADDLERTrusteePT$2,000-$2,000
ROBYN GOLDEN-VTrusteePT$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Retirement Research Foundation
EIN
36-2429540
Phone
7737148080
Address
8765 W HIGGINS ROAD SUITE 430, CHICAGO, IL 60631-4170

Signing Officer

Name
MARY O'DONNELL
Title
President
Phone
7737148080
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Michael Silver & Company LLC
Address
9 PARKWAY NORTH SUITE 300, DEERFIELD, IL 60015
Preparer
Harry Steindler
Phone
8479820333
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03137123
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0861842
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0201270
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt096148
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RETURNED GRANTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0105692
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04200235
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0105692
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt096148
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04402075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt021306
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014587
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt045674
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0861842
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0352953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt074863
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0427816
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06673919
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04823314
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03137123
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03137123
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5639975
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017346257
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0342752
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0342752
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02875
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02875
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0861842
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0953103
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0124138
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt013794
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0137932
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0620192
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt014350
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0634542
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0168653
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0157915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0413623
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0201270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0403110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0231441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02523753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02755194
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0237846
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt014017
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0251863
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt032
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt087774
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0125349
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08510879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03247132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010042050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04200235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04402075
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01836960
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03247132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05218736
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt077524
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03298
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt080822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04086211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18075411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt250409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3225911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42898485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51147988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt079495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-432828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-17482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4768168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt590633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6172967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt715603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81312556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt921981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-1147988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt079495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-432828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-17482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4768168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt590633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6172967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt715603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81312556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt921981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1147988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04165706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17642583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt249146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3208429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4768168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt590633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6172967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72914088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81312556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt921981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,682,488
Liabilities
$2,631,922
Net assets
$138,050,566
Revenue
$4,402,075
Expenses
$10,042,050
Net income
-$5,639,975
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