Civic Intelligence

CII Research and Education Fund

990EZ • Fiscal year 2018 • EIN 45-3670271

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 06, 2019

Organization ProfileN/A
1717 Pennsylvania Avenue No 350Washington, DC 20006

(202) 822-0800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.5%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$114,395

Up $4,920 (+4.5%) from 2017

Net Assets

Up

$114,395

Up $4,920 (+4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Down

$15,498

Down $62,348 (-80%) from 2017

Expenses

Down

$10,578

Down $42,572 (-80%) from 2017

Net Income

Down

$4,920

Down $19,776 (-80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2018

Assets$114,395
Liabilities$0
Net Assets$114,395
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$15,498
Expenses$10,578
Net Income$4,920
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 6, 2019
Return Version
2018v3.1
Gross Receipts
$15,498
Mission and Program Overview

Mission

Educational and charitable purposes in educating the public on matters related to retirement security.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND CHARITABLE PURPOSES IN EDUCATING THE PUBLIC ON MATTERS RELATED TO RETIREMENT SECURITY.$0$10,578
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH A BERTSCHChair And President-$0--
JEFF MAHONEYTreasurer-$0--
AMY BORRUSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Cii Research and Education Fund
EIN
45-3670271
Phone
2028220800
Address
1717 PENNSYLVANIA AVENUE NO 350, WASHINGTON, DC 20006

Signing Officer

Name
Kenneth a Bertsch
Title
President
Phone
2028220800
Signed
2019-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Aronson LLC
Address
805 KING FARM BLVD 3RD FLOOR, ROCKVILLE, MD 20850
Preparer
Robert Eby CPA
Phone
3012316200
Raw XML Appendix128 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/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR AND PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND CHARITABLE PURPOSES IN EDUCATING THE PUBLIC ON MATTERS RELATED TO RETIREMENT SECURITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND CHARITABLE PURPOSES IN EDUCATING THE PUBLIC ON MATTERS RELATED TO RETIREMENT SECURITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010578
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010578
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010578
IRS990EZ/TotalProgramServiceExpensesAmt010578
IRS990EZ/TotalRevenueAmt015498
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096527
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/PublicSupportTotal170Amt096527
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03183
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096527
IRS990ScheduleA/TotalSupportAmt096527
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ReturnHeader/BusinessOfficerGrp/PhoneNum02028220800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CII RESEARCH AND EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0CIIR
ReturnHeader/Filer/EIN0453670271
ReturnHeader/Filer/PhoneNum02028220800
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 PENNSYLVANIA AVENUE NO 350
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.242.31.146
ReturnHeader/FilingSecurityInformation/IPDt02019-08-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:51:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371611326
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT EBY CPA
ReturnHeader/ReturnTs02019-08-08T14:28:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,395
Liabilities
$0
Net assets
$114,395
Revenue
$15,498
Expenses
$10,578
Net income
$4,920
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
2018Detailed filing. Detailed filing data is available for this year.$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