Civic Intelligence

CII Research and Education Fund

EIN 45-3670271 • 501(c)3 • Washington, DC

Profile

Educational and charitable purposes in educating the public on matters related to corporate governance.

1717 Pennsylvania Avenue NW 350Washington, DC 20006

www.ciiref.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

1.5%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

74%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$58,089

Up $871 (+1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

$58,089

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$3,476

Up $1,476 (+74%) from 2021

Expenses

Down

$605

Down $30,112 (-98%) from 2021

Net Income

Up

$2,871

Up $31,588 (+110%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $83,069Liabilities 2013: $0Net Assets 2013: $83,0692013Assets 2017: $109,475Liabilities 2017: $0Net Assets 2017: $109,4752017Assets 2018: $114,395Liabilities 2018: $0Net Assets 2018: $114,3952018Assets 2019: $84,357Liabilities 2019: $0Net Assets 2019: $84,3572019Assets 2020: $77,112Liabilities 2020: $02020Assets 2021: $57,218Liabilities 2021: $02021Assets 2022: $58,089Liabilities 2022: $0Net Assets 2022: $58,0892022

Highlighted filing

2022

Assets$58,089
Liabilities$0
Net Assets$58,089
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $80,311Expenses 2013: $20Net Income 2013: $80,2912013Revenue 2017: $77,846Expenses 2017: $53,150Net Income 2017: $24,6962017Revenue 2018: $15,498Expenses 2018: $10,578Net Income 2018: $4,9202018Revenue 2019: $0Expenses 2019: $30,038Net Income 2019: -$30,0382019Revenue 2020: $1,578Expenses 2020: $8,823Net Income 2020: -$7,2452020Revenue 2021: $2,000Expenses 2021: $30,717Net Income 2021: -$28,7172021Revenue 2022: $3,476Expenses 2022: $605Net Income 2022: $2,8712022

Highlighted filing

2022

Revenue$3,476
Expenses$605
Net Income$2,871
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,089
Liabilities
$0
Net assets
$58,089
Revenue
$3,476
Expenses
$605
Net income
$2,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03$0.01$0.03
2021Summary only. Only limited summary data is available for this year.$0.57$0.00$0.02$0.31$0.29
2020Summary only. Only limited summary data is available for this year.$0.77$0.00$0.02$0.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.00$0.30$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.15$0.11$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.78$0.53$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.80$0.00$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Gross Receipts
$3,476
Mission and Program Overview

Mission

Educational and charitable purposes in educating the public on matters related to corporate governance.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND CHARITABLE PURPOSES IN EDUCATING THE PUBLIC ON MATTERS RELATED TO CORPORATE GOVERNANCE, INCLUDING BOARD-EMPLOYEE INTERACTION AND INVESTOR CONSIDERATIONS FOR INVESTING IN SPECIAL PURPOSE ACQUISITION COMPANIES.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE BRODMERKELDirector-$0--
AMY BORRUSChair And President-$0--
JEFF MAHONEYTreasurer-$0--
GLENN DAVISSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Cii Research and Education Fund
EIN
45-3670271
Phone
2028220800
Address
1717 PENNSYLVANIA AVENUE NW 350, WASHINGTON, DC 20006

Signing Officer

Name
Amy Borrus
Title
Executive Director
Phone
2028220800
Signed
2023-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Llp
Address
111 ROCKVILLE PIKE SUITE 600, ROCKVILLE, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 20.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior year adjustment. Amount: -2,000.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from cii. Beg. Of year amount: 2,000. End of year amount: 0.”

Raw XML Appendix148 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 PENNSYLVANIA AVENUE NW 350
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055218
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03476
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt058089
IRS990EZ/GrossReceiptsAmt03476
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIE BRODMERKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY BORRUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLENN DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR AND PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-2000
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND CHARITABLE PURPOSES IN EDUCATING THE PUBLIC ON MATTERS RELATED TO CORPORATE GOVERNANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND CHARITABLE PURPOSES IN EDUCATING THE PUBLIC ON MATTERS RELATED TO CORPORATE GOVERNANCE, INCLUDING BOARD-EMPLOYEE INTERACTION AND INVESTOR CONSIDERATIONS FOR INVESTING IN SPECIAL PURPOSE ACQUISITION COMPANIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0605
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03476
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.CIIREF.ORG/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03476
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022552
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt022552
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03476
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015498
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022552
IRS990ScheduleA/TotalSupportAmt022552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: -2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM CII. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02028220800
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CII RESEARCH AND EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0CIIR
ReturnHeader/Filer/EIN0453670271
ReturnHeader/Filer/PhoneNum02028220800
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 PENNSYLVANIA AVENUE NW 350
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
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ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY CULLEN
ReturnHeader/ReturnTs02023-08-31T15:23:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORRUS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits