Civic Intelligence

Retirement Security Initiative

990 • Fiscal year 2019 • EIN 47-4093255

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization ProfileWWW.RETIREMENT-SECURITY.ORG
108 Saddle Rock CourtRoseville, CA 95747

(408) 649-9500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

15th percentile

-14%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

95th percentile

$306,025

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$302,775

Down $161,368 (-35%) from 2018

Net Assets

Down

$301,468

Down $162,679 (-35%) from 2018

Liabilities

Up

$1,307

Up $1,311 (+32775%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin15th percentile

Revenue

Down

$1,159,628

Down $800,397 (-41%) from 2018

Expenses

Down

$1,322,309

Down $357,871 (-21%) from 2018

Net Income

Down

-$162,681

Down $442,526 (-158%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2019

Assets$302,775
Liabilities$1,307
Net Assets$301,468
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$1,159,628
Expenses$1,322,309
Net Income-$162,681
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.0
Gross Receipts
$1,159,628
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$464,147$301,468▼ $162,679
Cash and Non-Interest-Bearing Accounts$445,518$170,703▼ $274,815
Savings and Temporary Cash Investments-$117,089-
Land, Buildings, and Equipment, Net$14,900$11,258▼ $3,642
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$464,143$302,775▼ $161,368
Other Assets Total$3,725$3,725→ $0
Liabilities
Accounts Payable and Accrued Expenses-$1,307-
Other Liabilities$-4--
Total Liabilities$-4$1,307▲ $1,311
Net Assets / Fund Balance
Total Net Assets Fund Balance$464,147$301,468▼ $162,679
Total Liabilities and Net Assets / Fund Balance$464,143$302,775▼ $161,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,835$5,324$14,159
Equipment$2,423$4,658$7,081
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter M ConstantCEOFT$269,250$64,525$333,775
Charles Chuck ReedChairmanPT$56,250-$56,250
Dan LiljenquistPresidentPT$30,000-$30,000
Rebekah Rook CPATreasurer-$22,272-$22,272

Board Members and Trustees

NameTitle
Richard RavitchDirector
James SpiottoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,159,615
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$0
All Other Contributions
$1,159,615
Change in Net Assets
$-162,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$859,449
Other Expenses$418,592
Grants and Similar Amounts Paid$44,268
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$414,547-$414,547
Other Salaries and Wages-$335,018-$335,018
Fees for Services Lobbying$170,000--$170,000
Travel-$92,670-$92,670
Occupancy-$55,976-$55,976
Fees for Services Legal$48,965$5,068-$54,033
Other Employee Benefits-$44,700-$44,700
Grants to Domestic Orgs$44,268--$44,268
Payroll Taxes-$40,811-$40,811
Pension Plan Contributions-$24,373-$24,373
All Other Expenses-$10,149-$10,149
Insurance-$8,742-$8,742
Depreciation Depletion-$3,823-$3,823
Advertising-$2,474-$2,474
Other Expenses-$2,458-$2,458
Payment Travel Entrtnmnt Publicly Ofcl-$839-$839
Fees for Services Other-$200-$200
Total Functional Expenses$263,233$1,059,076$0$1,322,309
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Legislative ExchangeArlington, VA(c) (3)General Support$44,268
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$56,250
Charles Chuck ReedSee Info BelowConsultingNo$30,000
Beancounters CPA FirmSee Info BelowAccountingNo$22,272

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 35% controlled entity
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
4086499500
Address
108 SADDLE ROCK COURT, ROSEVILLE, CA 95747

Signing Officer

Name
Peter M Constant
Title
CEO
Signed
2020-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter M Constant
Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
5
Volunteers
5

Preparer

Firm
Beancounters CPA Firm
Address
203 Grove St, Roseville, CA 95678-1519
Preparer
Rebekah Rook CPA
Phone
9162840739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $2”

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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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05324
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt011258
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0(C) (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN LEGISLATIVE EXCHANGE
IRS990ScheduleI/RecipientTable/RecipientEIN0520140979
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02900 CRYSTAL GROVE STE 600
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount027750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt027485
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER M CONSTANT
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IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0LILJENQUIST STRATEGIES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1CHARLES CHUCK REED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2BEANCOUNTERS CPA FIRM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE INFO BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE INFO BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SEE INFO BELOW
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt130000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt222272
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2ACCOUNTING
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(1B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: LILJENQUIST STRATEGIES IS OWNED BY DAN LILJENQUIST. DAN LILJENQUIST WAS PRESIDENT OF THE ORGANIZATION. (2B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: CHUCK REED WAS CHAIRMAN OF THE ORGANIZATION.(3B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BEANCOUNTERS CPA FIRM IS OWNED BY REBEKAH ROOK, CPA. REBEKAH ROOK,CPA WAS TREASURER OF THE ORGANIZATION.
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 = $2
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
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01322309
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IRS990/TotalLiabilitiesGrp/EOYAmt01307
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IRS990/TotalOtherCompensationAmt036775
IRS990/TotalProgramServiceExpensesAmt0263233
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0377772
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01159628
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0464143
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0302775
IRS990/TravelGrp/ManagementAndGeneralAmt092670
IRS990/TravelGrp/TotalAmt092670
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0108 SADDLE ROCK COURT
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PETER M CONSTANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT SECURITY INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0474093255
ReturnHeader/Filer/PhoneNum04086499500
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 SADDLE ROCK COURT
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
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ReturnHeader/Filer/USAddress/ZIPCd095747
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263978986

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,775
Liabilities
$1,307
Net assets
$301,468
Revenue
$1,159,628
Expenses
$1,322,309
Net income
-$162,681
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