Civic Intelligence

Retirement Security Initiative

990 • Fiscal year 2016 • EIN 47-4093255

Jan 01, 2016 to Dec 31, 2016 • Filed on May 18, 2017

Organization Profilewww.retirementsecurityinitiative.org
88 South 3rd StreetSan Jose, CA 95113

(916) 571-6002

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.00x

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

25th percentile

-5.3%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

94th percentile

$120,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

50%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$257,600

Down $49,276 (-16%) from 2015

Net Assets

Down

$257,600

Down $49,147 (-16%) from 2015

Liabilities

Down

$0

Down $129 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin25th percentile

Revenue

Up

$920,500

Up $307,439 (+50%) from 2015

Expenses

Up

$969,647

Up $663,333 (+217%) from 2015

Net Income

Down

-$49,147

Down $355,894 (-116%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2016

Assets$257,600
Liabilities$0
Net Assets$257,600
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

2016

Revenue$920,500
Expenses$969,647
Net Income-$49,147
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 18, 2017
Return Version
2016v3.0
Gross Receipts
$920,500
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.

Please refer to part iii, line 1 of form 990(schedule o)for organization's mission statement and significant activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$306,876$257,600▼ $49,276
Rtn Earn Endowment Incm Other Fnds$306,747$257,600▼ $49,147
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$306,876$257,600▼ $49,276
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$129--
Total Liabilities$129$0▼ $129
Net Assets / Fund Balance
Total Net Assets Fund Balance$306,747$257,600▼ $49,147
Total Liabilities and Net Assets / Fund Balance$306,876$257,600▼ $49,276
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dan LiljenquistSecretaryPT$120,000$120,000
Charles Chuck ReedPresidentPT$75,000$75,000

Board Members and Trustees

NameTitle
James SpiottoDirector
Richard RavitchDirector
Pete ConstantExecutive Director
Pete FurmanFormer Executive Director
Lois ScottTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Liljenquist Strategies LLCConsulting553 SOUTH DAVIS BLVD, Bountiful, UT 84010$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$920,312
Program Service Revenue
$0
Investment Income
$188
Other Revenue
$0
All Other Contributions
$920,312
Change in Net Assets
$-49,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$536,330
Salaries, Compensation, and Employee Benefits$308,317
Grants and Similar Amounts Paid$125,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$250,625-$250,625
Fees for Services Lobbying$214,032--$214,032
Fees for Services Other-$212,269-$212,269
Grants to Domestic Orgs$125,000--$125,000
Travel-$69,423-$69,423
Pension Plan Contributions-$27,000-$27,000
Payroll Taxes-$20,792-$20,792
Other Employee Benefits-$9,900-$9,900
Fees for Services Legal-$7,842-$7,842
All Other Expenses-$7,291-$7,291
Fees for Services Accounting-$4,975-$4,975
Advertising-$3,497-$3,497
Other Expenses-$2,580-$2,580
Insurance-$900-$900
Occupancy-$300-$300
Total Functional Expenses$339,032$630,615$0$969,647
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Freedomworks IncWashington, DC(c)(4)General Support$60,000
South Carolina Bus & Ind PecColumbia, SC(c)(4)General Support$40,000
American Legislative ExchangeArlington, VA(c)(3)General 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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Charles Chuck ReedSee Info BelowConsultingNo$120,000
-See Info BelowConsultingNo$75,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

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

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation amounts are reviewed and approved by the Board in advance. Appropriate comparability data is obtained and relied upon prior to making decisions. The Board adequately documents the basis for its decisions concurrently with making the decisions.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation amounts are reviewed and approved by the Board in advance. Appropriate comparability data is obtained and relied upon prior to making decisions. The Board adequately documents the basis for its decisions concurrently with making the decisions.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organizations 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 South 3rd Street, San Jose, CA 95113

Signing Officer

Name
Pete Constant
Title
Executive Director
Signed
2017-05-18
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
3
Volunteers
5

Preparer

Firm
Beancounters CPA Firm
Address
101 Saddle Rock Court, Roseville, CA 95747
Preparer
Rebekah Rook CPA
Phone
9162840739
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0306747
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0257600
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt160000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2(C)(4)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN LEGISLATIVE EXCHANGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FREEDOMWORKS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SOUTH CAROLINA BUS & IND PEC
IRS990ScheduleI/RecipientTable/RecipientEIN0520140979
IRS990ScheduleI/RecipientTable/RecipientEIN1521349353
IRS990ScheduleI/RecipientTable/RecipientEIN2570809723
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02900 CRYSTAL GROVE STE 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1400 N CAPITOL ST NW STE 765
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21301 GERVAIS ST STE 901
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2COLUMBIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd229201
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0LILJENQUIST STRATEGIES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CHARLES CHUCK REED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE INFO BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE INFO BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0120000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt175000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CONSULTING
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(1A) NAME OF RELATED PERSONS: LILJENQUIST STRATEGIES AND DAN LILJENQUIST(1B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: LILJENQUIST STRATEGIES IS OWNED BY DAN LILJENQUIST, SECRETARY(1D) DESCRIPTION OF TRANSACTION: LILJENQUIST STRATEGIES PROVIDED CONSULTING SERVICES(2A) NAME OF RELATED PERSON: CHUCK REED(2B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CHUCK REED WAS THE PRESIDENT OF THE ORGANIZATION(2D) DESCRIPTION OF TRANSACTION: CHUCK REED PROVIDED CONSULTING SERVICES
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt3Compensation amounts are reviewed and approved by the Board in advance. Appropriate comparability data is obtained and relied upon prior to making decisions. The Board adequately documents the basis for its decisions concurrently with making the decisions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation amounts are reviewed and approved by the Board in advance. Appropriate comparability data is obtained and relied upon prior to making decisions. The Board adequately documents the basis for its decisions concurrently with making the decisions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS 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/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0306876
IRS990/TotalAssetsEOYAmt0257600
IRS990/TotalAssetsGrp/BOYAmt0306876
IRS990/TotalAssetsGrp/EOYAmt0257600
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0920312
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0630615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0339032
IRS990/TotalFunctionalExpensesGrp/TotalAmt0969647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0129
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0129
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0306747
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0257600
IRS990/TotalProgramServiceExpensesAmt0339032
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0195000
IRS990/TotalRevenueGrp/ExclusionAmt0188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0920500
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0306876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0257600
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt069423
IRS990/TravelGrp/TotalAmt069423
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0http://www.retirementsecurityinitiative.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,600
Liabilities
$0
Net assets
$257,600
Revenue
$920,500
Expenses
$969,647
Net income
-$49,147
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