Civic Intelligence

CII Research and Education Fund

990EZ • Fiscal year 2020 • EIN 45-3670271

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 12, 2021

Organization Profilen/a
1717 Pennsylvania Avenue 350Washington, DC 20006

(202) 822-0800

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-459%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-8.6%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Flat

$77,112

Flat from 2020

Net Assets

$77,112

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Flat

$1,578

Flat from 2020

Expenses

Flat

$8,823

Flat from 2020

Net Income

Flat

-$7,245

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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: $0Net Assets 2020: $77,1122020Assets 2020: $77,112Liabilities 2020: $02020Assets 2021: $57,218Liabilities 2021: $02021Assets 2022: $58,089Liabilities 2022: $0Net Assets 2022: $58,0892022

Highlighted filing

2020

Assets$77,112
Liabilities$0
Net Assets$77,112
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2020

Revenue$1,578
Expenses$8,823
Net Income-$7,245
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$1,578
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 CORPORATE GOVERNANCE, INCLUDING BOARD-EMPLOYEE INTERACTION AND INVESTOR CONSIDERATIONS FOR INVESTING IN SPECIAL PURPOSE ACQUISITION COMPANIES.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth A BertschChair And President (Through7/21/2020)-$0--
Jeff MahoneyTreasurer-$0--
Amy BorrusSecretary(1/1-7/21) President/Chair (From 7/21)-$0--
Glenn DavisSecretary (From 7/21/2020)-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Amy Borrus
Title
Executive Director
Signed
2021-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Aronson LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Gregory M Plotts CPA
Phone
3012316200
Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARIE BRODMERKEL
IRS990EZ/BooksInCareOfDetail/PhoneNum02028220800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 PENNSYLVANIA AVENUE NO 350
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084357
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077112
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01578
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7245
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08823
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077112
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01578
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077112
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kenneth A Bertsch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeff Mahoney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Borrus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Glenn Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR AND PRESIDENT (through7/21/2020)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary(1/1-7/21) President/Chair (from 7/21)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary (from 7/21/2020)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
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 CORPORATE GOVERNANCE, INCLUDING BOARD-EMPLOYEE INTERACTION AND INVESTOR CONSIDERATIONS FOR INVESTING IN SPECIAL PURPOSE ACQUISITION COMPANIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt08823
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01578
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt098105
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00
IRS990ScheduleA/PublicSupportPY170Pct01.00
IRS990ScheduleA/PublicSupportTotal170Amt098105
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03183
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt098105
IRS990ScheduleA/TotalSupportAmt098105
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY BORRUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CII RESEARCH AND EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0CIIR
ReturnHeader/Filer/EIN0453670271
ReturnHeader/Filer/PhoneNum02028220800
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 PENNSYLVANIA AVENUE 350
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371611326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARONSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY M PLOTTS CPA
ReturnHeader/ReturnTs02021-08-12T09:30:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORRUS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,112
Liabilities
$0
Net assets
$77,112
Revenue
$1,578
Expenses
$8,823
Net income
-$7,245
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
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.02$0.09$0.07
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