Civic Intelligence

International Foundation for Retirement Education

990 • Fiscal year 2019 • EIN 52-2069006

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 27, 2020

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

30th percentile

-4.9%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$145,148

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.3%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$488,651

Down $16,442 (-3.3%) from 2018

Net Assets

Down

$472,041

Down $21,471 (-4.4%) from 2018

Liabilities

Up

$16,610

Up $5,029 (+43%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin30th percentile

Revenue

Up

$433,923

Up $21,689 (+5.3%) from 2018

Expenses

Down

$455,394

Down $2,393 (-0.5%) from 2018

Net Income

Up

-$21,471

Up $24,082 (+53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$488,651
Liabilities$16,610
Net Assets$472,041
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$433,923
Expenses$455,394
Net Income-$21,471
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 27, 2020
Return Version
2019v5.0
Gross Receipts
$433,923
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$269,675$276,233▲ $6,558
Cash and Non-Interest-Bearing Accounts$191,835$130,928▼ $60,907
Accounts Receivable$17,909$54,545▲ $36,636
Prepaid Expenses and Deferred Charges$21,734$21,734→ $0
Inventories for Sale or Use$2,558$4,382▲ $1,824
Land, Buildings, and Equipment, Net$1,382$829▼ $553
Savings and Temporary Cash Investments-$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-
Total Assets$505,093$488,651▼ $16,442
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,580$16,609▲ $5,029
Other Liabilities$1$1→ $0
Total Liabilities$11,581$16,610▲ $5,029
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$493,512$472,041▼ $21,471
Total Net Assets Fund Balance$493,512$472,041▼ $21,471
Total Liabilities and Net Assets / Fund Balance$505,093$488,651▼ $16,442

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$829$23,897$24,726
Other Land Buildings-$13,502$13,502
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleBaseOtherTotal
Kevin SeibertManaging Director$120,000$25,148$145,148

Board Members and Trustees

NameTitle
Ralph MarshChairman
Cathie EitelbergBoard 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
$0
Program Service Revenue
$433,837
Investment Income
$86
Other Revenue
$0
Change in Net Assets
$-21,471

Audited Revenue Reconciliation

Revenue per Audited Statements
$433,923
Total Revenue per Audited Statements
$433,923
Total Revenue per Form 990
$433,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,750
Other Expenses$191,644
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$188,397$33,246-$221,643
Payroll Taxes$35,789$6,318-$42,107
Depreciation Depletion$21,245--$21,245
All Other Expenses$15,598$120-$15,718
Information Technology$11,119$1,962-$13,081
Advertising$10,048--$10,048
Other Expenses$8,562--$8,562
Insurance$5,991$1,057-$7,048
Travel$5,992--$5,992
Office Expenses$2,347$414-$2,761
Total Functional Expenses$412,277$43,117$0$455,394

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$455,394
Total Expenses per Audited Statements$455,394
Total Expenses per Form 990$455,394
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, 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
2020-08-27
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
TX
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/PYOtherExpensesAmt0186543
IRS990/PYProgramServiceRevenueAmt0412145
IRS990/PYRevenuesLessExpensesAmt0-45553
IRS990/PYSalariesCompEmpBnftPaidAmt0271244
IRS990/PYTotalExpensesAmt0457787
IRS990/PYTotalRevenueAmt0412234
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-21471
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/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0235000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0285000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0433923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0412234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0535454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0568698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0454323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02404632
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02689632
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0433923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0412234
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0560454
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0593698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0689323
IRS990ScheduleA/Total509Grp/TotalAmt02689632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0433923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0412234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0560454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0593698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0689323
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02689632
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0829
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023897
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024726
IRS990ScheduleD/ExpensesSubtotalAmt0455394
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013502
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/RevenueSubtotalAmt0433923
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0829
IRS990ScheduleD/TotalExpensesPerForm990Amt0455394
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleD/TotalRevenuePerForm990Amt0433923
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0433923
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0455394
IRS990/ScheduleJRequiredInd0false
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
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0505093
IRS990/TotalAssetsEOYAmt0488651
IRS990/TotalAssetsGrp/BOYAmt0505093
IRS990/TotalAssetsGrp/EOYAmt0488651
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043117
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0412277
IRS990/TotalFunctionalExpensesGrp/TotalAmt0455394
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011581
IRS990/TotalLiabilitiesEOYAmt016610
IRS990/TotalLiabilitiesGrp/BOYAmt011581
IRS990/TotalLiabilitiesGrp/EOYAmt016610
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0493512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0472041
IRS990/TotalOtherCompensationAmt025148
IRS990/TotalProgramServiceExpensesAmt0412277
IRS990/TotalProgramServiceRevenueAmt0433837
IRS990/TotalReportableCompFromOrgAmt0120000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0433923
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0433923
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0505093
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0488651
IRS990/TravelGrp/ProgramServicesAmt05992
IRS990/TravelGrp/TotalAmt05992
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 524
IRS990/USAddress/CityNm0Barrington
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd0600110524
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.infre.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Seibert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0International Foundation for

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Filings

Displayed year

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

Open filing
Assets
$488,651
Liabilities
$16,610
Net assets
$472,041
Revenue
$433,923
Expenses
$455,394
Net income
-$21,471
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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