Civic Intelligence

International Foundation for Retirement Education

990 • Fiscal year 2017 • EIN 52-2069006

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 13, 2018

Organization Profilewww.infre.org
PO Box 524Barrington, IL 60011

(847) 382-9032

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

45th percentile

1.8%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$153,859

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-5.6%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$593,660

Down $13,722 (-2.3%) from 2016

Net Assets

Up

$587,260

Up $10,330 (+1.8%) from 2016

Liabilities

Down

$6,400

Down $24,052 (-79%) from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin45th percentile

Revenue

Down

$560,454

Down $33,244 (-5.6%) from 2016

Expenses

Up

$550,124

Up $36,587 (+7.1%) from 2016

Net Income

Down

$10,330

Down $69,831 (-87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0M$500K$0-$500KAssets 2010: $491,238Liabilities 2010: $673,565Net Assets 2010: -$182,3272010Assets 2011: $488,741Liabilities 2011: $875,878Net Assets 2011: -$387,1372011Assets 2012: $442,858Liabilities 2012: $56,579Net Assets 2012: $386,2792012Assets 2013: $450,074Liabilities 2013: $76,992Net Assets 2013: $373,0822013Assets 2015: $559,004Liabilities 2015: $62,235Net Assets 2015: $496,7692015Assets 2016: $607,382Liabilities 2016: $30,452Net Assets 2016: $576,9302016Assets 2017: $593,660Liabilities 2017: $6,400Net Assets 2017: $587,2602017Assets 2018: $505,093Liabilities 2018: $11,581Net Assets 2018: $493,5122018Assets 2019: $488,651Liabilities 2019: $16,610Net Assets 2019: $472,0412019Assets 2020: $468,746Liabilities 2020: $16,492Net Assets 2020: $452,2542020Assets 2021: $488,873Liabilities 2021: $21,170Net Assets 2021: $467,7032021Assets 2022: $450,786Liabilities 2022: $17,399Net Assets 2022: $433,3872022Assets 2023: $387,263Liabilities 2023: $7,090Net Assets 2023: $380,1732023Assets 2024: $343,061Liabilities 2024: $5,332Net Assets 2024: $337,7292024

Highlighted filing

2017

Assets$593,660
Liabilities$6,400
Net Assets$587,260
Open 2017 Filing

Operations Trend

Revenue Growth29th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $578,1152010Expenses 2011: $625,5352011Expenses 2012: $733,1042012Revenue 2013: $575,085Expenses 2013: $588,282Net Income 2013: -$13,1972013Revenue 2015: $689,333Expenses 2015: $553,696Net Income 2015: $135,6372015Revenue 2016: $593,698Expenses 2016: $513,537Net Income 2016: $80,1612016Revenue 2017: $560,454Expenses 2017: $550,124Net Income 2017: $10,3302017Revenue 2018: $412,234Expenses 2018: $457,787Net Income 2018: -$45,5532018Revenue 2019: $433,923Expenses 2019: $455,394Net Income 2019: -$21,4712019Revenue 2020: $390,659Expenses 2020: $410,446Net Income 2020: -$19,7872020Revenue 2021: $445,396Expenses 2021: $429,947Net Income 2021: $15,4492021Revenue 2022: $351,292Expenses 2022: $385,608Net Income 2022: -$34,3162022Revenue 2023: $286,902Expenses 2023: $340,112Net Income 2023: -$53,2102023Revenue 2024: $317,314Expenses 2024: $359,757Net Income 2024: -$42,4432024

Highlighted filing

2017

Revenue$560,454
Expenses$550,124
Net Income$10,330
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 13, 2018
Return Version
2017v2.2
Gross Receipts
$560,454
Mission and Program Overview

Mission

INFRE provides professional certification and education programs to better equip the retirement professional to assist the American worker achieve retirement security.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$351,898$339,417▼ $12,481
Cash and Non-Interest-Bearing Accounts$104,489$152,653▲ $48,164
Accounts Receivable$81,189$66,650▼ $14,539
Receivables From Officers Etc$43,071$0▼ $43,071
Prepaid Expenses and Deferred Charges$22,538$23,752▲ $1,214
Inventories for Sale or Use$4,099$8,872▲ $4,773
Land, Buildings, and Equipment, Net$98$2,315▲ $2,217
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Total Assets$607,382$593,660▼ $13,722
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses$30,111$6,365▼ $23,746
Other Liabilities$341$35▼ $306
Total Liabilities$30,452$6,400▼ $24,052
Net Assets / Fund Balance
Unrestricted Net Assets$576,930$587,260▲ $10,330
Total Net Assets Fund Balance$576,930$587,260▲ $10,330
Total Liabilities and Net Assets / Fund Balance$607,382$593,660▼ $13,722

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,315$22,411$24,726
Other Land Buildings-$13,502$13,502
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleBaseOtherTotal
Kevin SeibertManaging Director$130,000$23,859$153,859

Board Members and Trustees

NameTitle
Ralph MarshVice President
Jay WilkinsonBoard of Gov
Roderick CraneBoard of Gov
Sandy BlairBoard of Gov
William GustafsonBoard of Gov
Richard ReillyVC & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,000
Program Service Revenue
$535,191
Investment Income
$263
Other Revenue
$0
All Other Contributions
$25,000
Change in Net Assets
$10,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,877
Salaries, Compensation, and Employee Benefits$272,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$115,014$115,014-$230,028
All Other Expenses$10,324$16,447-$26,771
Other Employee Benefits$12,321$12,322-$24,643
Payroll Taxes$8,788$8,788-$17,576
Fees for Services Other$14,380--$14,380
Depreciation Depletion-$13,144-$13,144
Advertising$10,049--$10,049
Other Expenses$9,000$8,869-$8,869
Travel-$8,714-$8,714
Insurance-$8,073-$8,073
Office Expenses-$4,220-$4,220
Interest-$1,170-$1,170
Conferences and Meetings-$487-$487
Total Functional Expenses$321,746$228,378$0$550,124
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$43,071$0▼ $43,071
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Illinois Dept of Revenue Payable$35
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
Yes
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, Line 11B: Form 990 Review Process

“The tax return was e-mailed to a subset of the board members for their review.”

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

“Annually all board members are required to disclose all potential conflicts of interest and at the next available board meeting all potential conflicts of interest are reviewed by the whole board.”

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

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
International Foundation for
EIN
52-2069006
Phone
8473829032
Address
PO Box 524, Barrington, IL 60011

Signing Officer

Name
Kevin Seibert
Title
Executive Director
Signed
2018-07-13
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
10

Preparer

Firm
Gary Bowers & Miller
Address
5235 79th Street, Lubbock, TX 79424
Preparer
Eric Miller
Phone
8067949955
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0733
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0294728
IRS990/PYProgramServiceRevenueAmt0567965
IRS990/PYRevenuesLessExpensesAmt080161
IRS990/PYSalariesCompEmpBnftPaidAmt0218809
IRS990/PYTotalExpensesAmt0513537
IRS990/PYTotalRevenueAmt0593698
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt043071
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010330
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0235000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0397000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0535454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0568698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0454323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0468771
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0533085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02560331
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02957331
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0560454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0593698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0689323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0538771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0575085
IRS990ScheduleA/Total509Grp/TotalAmt02957331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0560454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0593698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0689323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0538771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0575085
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02957331
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02315
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022411
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024726
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013502
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Illinois Dept of Revenue Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02315
IRS990ScheduleD/TotalLiabilityAmt035
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0130000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023859
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kevin Seibert
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Managing Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153859
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax return was e-mailed to a subset of the board members for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually all board members are required to disclose all potential conflicts of interest and at the next available board meeting all potential conflicts of interest are reviewed by the whole board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0607382
IRS990/TotalAssetsEOYAmt0593660
IRS990/TotalAssetsGrp/BOYAmt0607382
IRS990/TotalAssetsGrp/EOYAmt0593660
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt025000
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0228378
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321746
IRS990/TotalFunctionalExpensesGrp/TotalAmt0550124
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030452
IRS990/TotalLiabilitiesEOYAmt06400
IRS990/TotalLiabilitiesGrp/BOYAmt030452
IRS990/TotalLiabilitiesGrp/EOYAmt06400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0576930
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0587260
IRS990/TotalOtherCompensationAmt023859
IRS990/TotalProgramServiceExpensesAmt0321746
IRS990/TotalProgramServiceRevenueAmt0535191
IRS990/TotalReportableCompFromOrgAmt0130000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0535454
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0560454
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0607382

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$593,660
Liabilities
$6,400
Net assets
$587,260
Revenue
$560,454
Expenses
$550,124
Net income
$10,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.05$3.38$3.17$3.60$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.07$3.80$2.87$3.40$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.17$4.33$3.51$3.86$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.21$4.68$4.45$4.30$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.16$4.52$3.91$4.10$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.17$4.72$4.34$4.55$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.12$4.94$4.12$4.58$0.46
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.06$5.87$5.60$5.50$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.30$5.77$5.94$5.14$0.80
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.62$4.97$6.89$5.54$1.36
2013Detailed filing. Detailed filing data is available for this year.$4.50$0.77$3.73$5.75$5.88$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.57$3.86$7.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$8.76$3.87$6.26
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$6.74$1.82$5.78
Peer Organizations

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