Civic Intelligence

Retirement Security Initiative

990 • Fiscal year 2015 • EIN 47-4093255

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileN/A
88 S 3rd St No 256San Jose, CA 95113-2503

(916) 571-6002

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

86th percentile

$60,750

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets35th percentile

Assets

$306,876

No earlier filing loaded for comparison.

Net Assets

$306,747

No earlier filing loaded for comparison.

Liabilities

$129

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin92nd percentile

Revenue

$613,061

No earlier filing loaded for comparison.

Expenses

$306,314

No earlier filing loaded for comparison.

Net Income

$306,747

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0-$200KAssets 2015: $306,876Liabilities 2015: $129Net Assets 2015: $306,7472015Assets 2016: $257,600Liabilities 2016: $0Net Assets 2016: $257,6002016Assets 2017: $187,924Liabilities 2017: $0Net Assets 2017: $187,9242017Assets 2018: $464,143Liabilities 2018: -$4Net Assets 2018: $464,1472018Assets 2019: $302,775Liabilities 2019: $1,307Net Assets 2019: $301,4682019

Highlighted filing

2015

Assets$306,876
Liabilities$129
Net Assets$306,747
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2015: $613,061Expenses 2015: $306,314Net Income 2015: $306,7472015Revenue 2016: $920,500Expenses 2016: $969,647Net Income 2016: -$49,1472016Revenue 2017: $1,249,315Expenses 2017: $1,318,992Net Income 2017: -$69,6772017Revenue 2018: $1,960,025Expenses 2018: $1,680,180Net Income 2018: $279,8452018Revenue 2019: $1,159,628Expenses 2019: $1,322,309Net Income 2019: -$162,6812019

Highlighted filing

2015

Revenue$613,061
Expenses$306,314
Net Income$306,747
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$613,061
Mission and Program Overview

Mission

Further the common good of the citizens of the united states by informing andeducating the public and policy leaders regarding the importance and fairsustainable public sector retirement plan and to organize and support policy anddevelopment and advocacy effort at the federal, state county and municipal levels.

Further the common good of the citizens of the united states by informing and educating the public and policy leaders regarding the importance of fair and sustainable public sector retirement plans and to organize and support policy and development and advocacy effort at the federal, state, county and municipal levels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$306,876-
Rtn Earn Endowment Incm Other Fnds$0$306,747▲ $306,747
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$306,876▲ $306,876
Liabilities
Accounts Payable and Accrued Expenses-$129-
Total Liabilities$0$129▲ $129
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$306,747▲ $306,747
Total Liabilities and Net Assets / Fund Balance$0$306,876▲ $306,876
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter FurmanExecutive DirectorFT$56,250$4,500$60,750

Board Members and Trustees

NameTitle
Chuck ReedPresident
James SpiottoDirector
Richard RavitchDirector
Dan LiljenquistSecretary
Lois ScottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$612,924
Program Service Revenue
$0
Investment Income
$137
Other Revenue
$0
All Other Contributions
$612,924
Change in Net Assets
$306,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,970
Salaries, Compensation, and Employee Benefits$82,344
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$77,750--$77,750
Current Officers, Directors, Trustees, and Key Employees$70,000--$70,000
Fees for Services Lobbying$60,000--$60,000
Travel-$23,892-$23,892
Information Technology$22,782--$22,782
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Legal-$13,343-$13,343
Other Salaries and Wages-$6,194-$6,194
Pension Plan Contributions$4,500--$4,500
Office Expenses-$2,474-$2,474
Other Employee Benefits$1,650--$1,650
Fees for Services Accounting-$1,200-$1,200
Insurance-$900-$900
Other Expenses-$444-$444
Total Functional Expenses$256,682$49,632$0$306,314
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Legislative Exchange CouncilArlington, VAC3General Support$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Liljenquist Strategies Is Owned by Dan Liljenquist, SecretaryConsulting ServicesNo$40,000
-Chuck Reed Is the President of the OrganizationConsulting ServicesNo$37,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is emailed to the board of directors for review before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization enforces compliance with its conflict of interest policy at the annual board of directors meeting and as new transactions that may present a conflict are considered.”

Form 990, Part VI, Section C, Line 19

“The organization's financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d)”

Filing and Contact Details

Filer

Filer Name
Retirement Security Initiative
EIN
47-4093255
Phone
9165716002
Address
88 S 3RD ST NO 256, SAN JOSE, CA 95113-2503
Doing Business As
Retirement Security Initiative

Signing Officer

Name
Chuck Reed
Title
President
Phone
9165716002
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Reed
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
1861 INTERNATIONAL DR STE 400, MCLEAN, VA 22102
Preparer
William E Turco
Phone
7033366400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 77,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 77,750.”

Raw XML Appendix325 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AT THE ANNUAL BOARD OF DIRECTORS MEETING AND AS NEW TRANSACTIONS THAT MAY PRESENT A CONFLICT ARE CONSIDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING: PROGRAM SERVICE EXPENSES 77,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,750.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0306876
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt023892
IRS990/TravelGrp/TotalAmt023892
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt088 S 3RD ST NO 256
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0951132503
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09165716002
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT SECURITY INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0474093255
ReturnHeader/Filer/PhoneNum09165716002
ReturnHeader/Filer/USAddress/AddressLine1Txt088 S 3RD ST NO 256
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951132503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01861 INTERNATIONAL DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07033366400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO
ReturnHeader/ReturnTs02016-11-15T14:13:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,876
Liabilities
$129
Net assets
$306,747
Revenue
$613,061
Expenses
$306,314
Net income
$306,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.16$1.32$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.96$1.68$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$1.25$1.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.92$0.97$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.61$0.31$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • $500k-$1M nonprofits