Civic Intelligence

Retirement Research Foundation

990T • 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

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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, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
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
Raw XML Appendix104 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
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0105979
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-77841
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0183820
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-77841
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0183820
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-77841
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GEM ENDOWMENT FUND, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-77841
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0183820
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GEM ENDOWMENT FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0183820
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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/BookValueAssetsEOYAmt0140682488
IRS990T/CharitableContributionsDedAmt07790
IRS990T/EstimatedTaxPaymentsAmt090000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
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IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt049987
IRS990T/OverpaymentSection/OverpaymentAmt0124987
IRS990T/OverpaymentSection/RefundAmt075000
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt049711
IRS990TScheduleA/CapitalGainNetIncomeAmt0105979
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt09781
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
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IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt07463
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt017244
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-9831
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt096148
IRS990TScheduleA/TotUnrltTrdBusIncmAmt096148
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0REPORTING OF UBTI FROM PASS THRU ENTITIES.
IRS990TScheduleA/UBIBeforeNOLDedAmt078904
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt078904
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt014724
IRS990T/TaxLessCreditsAmt014724
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0139711
IRS990T/TotalTaxAmt014724
IRS990T/TotalTaxComputationAmt014724
IRS990T/TotalUBTIAmt070114
IRS990T/TotalUBTIBeforeNOLSpecificAmt071114
IRS990T/TotalUBTIBeforeSection199AAmt071114
IRS990T/TotalUBTIComputedAmt078904
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY O'DONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07737148080
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA RRF FOUNDATION FOR AGING
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0362429540
ReturnHeader/Filer/PhoneNum07737148080
ReturnHeader/Filer/USAddress/AddressLine1Txt08765 W HIGGINS ROAD SUITE 430
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606314170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814417884
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL SILVER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 PARKWAY NORTH SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08479820333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY STEINDLER
ReturnHeader/ReturnTs02024-11-14T09:12:18-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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