Civic Intelligence

Retirement Security Initiative

990 • Fiscal year 2017 • EIN 47-4093255

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileWWW.RETIREMENTSECURITYINITIATIVE.ORG
1430 Blue Oaks BlvdRoseville, CA 95747

(916) 571-6002

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-5.6%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$223,600

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

4th percentile

-27%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$187,924

Down $69,676 (-27%) from 2016

Net Assets

Down

$187,924

Down $69,676 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin22nd percentile

Revenue

Up

$1,249,315

Up $328,815 (+36%) from 2016

Expenses

Up

$1,318,992

Up $349,345 (+36%) from 2016

Net Income

Down

-$69,677

Down $20,530 (-42%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2017

Assets$187,924
Liabilities$0
Net Assets$187,924
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$1,249,315
Expenses$1,318,992
Net Income-$69,677
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,249,315
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
Rtn Earn Endowment Incm Other Fnds$257,600$187,924▼ $69,676
Cash and Non-Interest-Bearing Accounts$257,600$160,227▼ $97,373
Land, Buildings, and Equipment, Net-$23,972-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$257,600$187,924▼ $69,676
Other Assets Total-$3,725-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$257,600$187,924▼ $69,676
Total Liabilities and Net Assets / Fund Balance$257,600$187,924▼ $69,676

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,805$354$14,159
Equipment$10,167$535$10,702
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter M ConstantCEOFT$200,000$23,600$223,600
Dan LiljenquistPresidentPT$130,000-$130,000
Charles Chuck ReedChairmanPT$97,500-$97,500

Board Members and Trustees

NameTitle
Richard RavitchDirector
James SpiottoSecretary
Lois ScottTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Liljenquist Strategies LLCConsulting553 SOUTH DAVIS BLVD, Bountiful, UT 84010$130,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,249,315
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,249,315
Change in Net Assets
$-69,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$761,390
Salaries, Compensation, and Employee Benefits$375,102
Grants and Similar Amounts Paid$182,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$15,000$268,109-$283,109
Fees for Services Lobbying$249,000--$249,000
Current Officers, Directors, Trustees, and Key Employees-$223,600-$223,600
Grants to Domestic Orgs$182,500--$182,500
Travel$3,632$121,444-$125,076
Other Salaries and Wages-$115,500-$115,500
Fees for Services Legal$9,345$18,160-$27,505
Payroll Taxes-$20,902-$20,902
Pension Plan Contributions-$11,500-$11,500
All Other Expenses$482$10,405-$10,887
Fees for Services Accounting-$7,143-$7,143
Occupancy-$4,533-$4,533
Other Employee Benefits-$3,600-$3,600
Other Expenses$4,963$3,542-$3,542
Office Expenses-$2,018-$2,018
Insurance-$1,179-$1,179
Advertising-$1,046-$1,046
Depreciation Depletion-$889-$889
Total Functional Expenses$464,922$854,070$0$1,318,992
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Save Our PensionsLouisville, KY(c)(4)General Support$80,000
Sc BipecColumbia, SC(c)(6)General Support$40,000
Freedomworks IncWashington, DC(c)(4)General Support$32,500
American Legislative ExchangeArlington, VA(c)(3)General Support$30,000
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Liljenquist StrategiesSee Info BelowConsultingNo$130,000
Charles Chuck ReedSee Info BelowConsultingNo$97,500

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 ofthe 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 theirs.”

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

“The organization enforces compliance with its conflict of interest policy at theannual board of directors meeting and as new transactions that may present aconflict 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. Appropriatecomparability data is obtained and relied upon prior to making decisions. The boardadequately documents the basis for its decisions concurrently with making thedecisions.”

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. Appropriatecomparability data is obtained and relied upon prior to making decisions. The boardadequately documents the basis for its decisions concurrently with making thedecisions.”

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

“The organizations financial statements, conflict of interest policy and governingdocuments are available upon request for the same period of disclosure as set forthin section 6104(d)”

Filing and Contact Details

Filer

Filer Name
Retirement Security Initiative
EIN
47-4093255
Phone
9165716002
Address
1430 BLUE OAKS BLVD, ROSEVILLE, CA 95747

Signing Officer

Name
Peter M Constant
Title
CEO
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
5

Preparer

Firm
Beancounters CPA Firm
Address
203 Grove St, Roseville, CA 95678
Preparer
Rebekah Rook CPA
Phone
9162840739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $1”

Raw XML AppendixShowing 400 of 448 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PLEASE REFER TO PART III, LINE 1 OF FORM 990(SCHEDULE O)FOR ORGANIZATION'S MISSION STATEMENT AND SIGNIFICANT ACTIVITIES.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01046
IRS990/AdvertisingGrp/TotalAmt01046
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01249315
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010405
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0482
IRS990/AllOtherExpensesGrp/TotalAmt010887
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PETER M CONSTANT
IRS990/BooksInCareOfDetail/PhoneNum09165716002
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01430 BLUE OAKS BLVD STE 230
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095747
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0257600
IRS990/CashNonInterestBearingGrp/EOYAmt0160227
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0223600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0223600
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0130000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0553 SOUTH DAVIS BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOUNTIFUL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd084010
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LILJENQUIST STRATEGIES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01249315
IRS990/CYGrantsAndSimilarPaidAmt0182500
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0761390
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-69677
IRS990/CYSalariesCompEmpBnftPaidAmt0375102
IRS990/CYTotalExpensesAmt01318992
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01249315
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0889
IRS990/DepreciationDepletionGrp/TotalAmt0889
IRS990/Desc0CONDUCT EDUCATIONAL OUTREACH TO THE PUBLIC AND TO PUBLIC OFFICIALS ABOUT ISSUESRELATED TO PUBLIC PENSION STABILITY, INCLUDING STATE LOBBYING
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0464922
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07143
IRS990/FeesForServicesAccountingGrp/TotalAmt07143
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt018160
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09345
IRS990/FeesForServicesLegalGrp/TotalAmt027505
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0249000
IRS990/FeesForServicesLobbyingGrp/TotalAmt0249000
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0268109
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt015000
IRS990/FeesForServicesOtherGrp/TotalAmt0283109
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023600
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER M CONSTANT
IRS990/Form990PartVIISectionAGrp/PersonNm1LOIS SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN LILJENQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD RAVITCH
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES SPIOTTO
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES CHUCK REED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0200000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2130000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt597500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0182500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0182500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0182500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01249315
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01179
IRS990/InsuranceGrp/TotalAmt01179
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0889
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023972
IRS990/LandBldgEquipCostOrOtherBssAmt024861
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FURTHER 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0257600
IRS990/NetAssetsOrFundBalancesEOYAmt0187924
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/ManagementAndGeneralAmt04533
IRS990/OccupancyGrp/TotalAmt04533
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02018
IRS990/OfficeExpensesGrp/TotalAmt02018
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt03725
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03600
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03600
IRS990/OtherExpensesGrp/Desc0Sponsorships
IRS990/OtherExpensesGrp/Desc1New Projects
IRS990/OtherExpensesGrp/Desc2Communications/PR
IRS990/OtherExpensesGrp/Desc3Telecommunications & landline
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23542
IRS990/OtherExpensesGrp/ProgramServicesAmt04963
IRS990/OtherExpensesGrp/TotalAmt022500
IRS990/OtherExpensesGrp/TotalAmt118000
IRS990/OtherExpensesGrp/TotalAmt24963
IRS990/OtherExpensesGrp/TotalAmt33542
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115500
IRS990/OtherSalariesAndWagesGrp/TotalAmt0115500
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020902
IRS990/PayrollTaxesGrp/TotalAmt020902
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011500
IRS990/PensionPlanContributionsGrp/TotalAmt011500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0920312
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0125000
IRS990/PYInvestmentIncomeAmt0188
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0536330
IRS990/PYRevenuesLessExpensesAmt0-49147
IRS990/PYSalariesCompEmpBnftPaidAmt0308317
IRS990/PYTotalExpensesAmt0969647
IRS990/PYTotalRevenueAmt0920500
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-69677
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0257600
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0187924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt010167
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0535
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010702
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013805
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0354
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014159
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023972
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt132500
IRS990ScheduleI/RecipientTable/CashGrantAmt280000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3(C)(6)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN LEGISLATIVE EXCHANGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FREEDOMWORKS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SAVE OUR PENSIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SC BIPEC
IRS990ScheduleI/RecipientTable/RecipientEIN0520140979
IRS990ScheduleI/RecipientTable/RecipientEIN1521349353
IRS990ScheduleI/RecipientTable/RecipientEIN2821401848
IRS990ScheduleI/RecipientTable/RecipientEIN3570809723
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02900 CRYSTAL GROVE STE 600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1400 N CAPITOL ST NW STE 765
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2400 WEST MARKET ST 32ND FL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31301 GERVAIS STREET STE 901
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3COLUMBIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd240202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd329201
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt020000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt03600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER M CONSTANT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0223600
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0LILJENQUIST STRATEGIES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1CHARLES CHUCK REED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE INFO BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE INFO BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0130000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt197500
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. DAN LILJENQUIST WAS PRESIDENT OF THE ORGANIZATION. (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 CHAIRMAN 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 OFTHE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THEIRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AT THEANNUAL BOARD OF DIRECTORS MEETING AND AS NEW TRANSACTIONS THAT MAY PRESENT ACONFLICT ARE CONSIDERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION AMOUNTS ARE REVIEWED AND APPROVED BY THE BOARD IN ADVANCE. APPROPRIATECOMPARABILITY DATA IS OBTAINED AND RELIED UPON PRIOR TO MAKING DECISIONS. THE BOARDADEQUATELY DOCUMENTS THE BASIS FOR ITS DECISIONS CONCURRENTLY WITH MAKING THEDECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION AMOUNTS ARE REVIEWED AND APPROVED BY THE BOARD IN ADVANCE. APPROPRIATECOMPARABILITY DATA IS OBTAINED AND RELIED UPON PRIOR TO MAKING DECISIONS. THE BOARDADEQUATELY DOCUMENTS THE BASIS FOR ITS DECISIONS CONCURRENTLY WITH MAKING THEDECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNINGDOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTHIN SECTION 6104(D)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding = $1
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0257600
IRS990/TotalAssetsEOYAmt0187924
IRS990/TotalAssetsGrp/BOYAmt0257600
IRS990/TotalAssetsGrp/EOYAmt0187924
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt01249315
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0854070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0464922
IRS990/TotalFunctionalExpensesGrp/TotalAmt01318992
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,924
Liabilities
$0
Net assets
$187,924
Revenue
$1,249,315
Expenses
$1,318,992
Net income
-$69,677
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