Civic Intelligence

Public Retirement Information System Management

990 • Fiscal year 2017 • EIN 65-1302399

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

Organization ProfileN/A
3100 Broadway Street Suite 1211Kansas City, MO 64111

(816) 472-5800

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$150,782

Down $56,526 (-27%) from 2016

Net Assets

Down

$150,782

Down $56,526 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin16th percentile

Revenue

Up

$354,539

Up $70,637 (+25%) from 2016

Expenses

Up

$411,065

Up $106,968 (+35%) from 2016

Net Income

Down

-$56,526

Down $36,331 (-180%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2014: $200,744Liabilities 2014: $0Net Assets 2014: $200,7442014Assets 2015: $227,503Liabilities 2015: $0Net Assets 2015: $227,5032015Assets 2016: $207,308Liabilities 2016: $0Net Assets 2016: $207,3082016Assets 2017: $150,782Liabilities 2017: $0Net Assets 2017: $150,7822017Assets 2018: $208,743Liabilities 2018: $0Net Assets 2018: $208,7432018Assets 2019: $151,482Liabilities 2019: $0Net Assets 2019: $151,4822019Assets 2020: $164,342Net Assets 2020: $164,3422020Assets 2021: $243,963Net Assets 2021: $243,9632021Assets 2022: $302,283Liabilities 2022: $0Net Assets 2022: $302,2832022Assets 2023: $226,268Liabilities 2023: $0Net Assets 2023: $226,2682023Assets 2024: $352,924Liabilities 2024: $0Net Assets 2024: $352,9242024

Highlighted filing

2017

Assets$150,782
Liabilities$0
Net Assets$150,782
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $250,272Expenses 2014: $223,251Net Income 2014: $27,0212014Revenue 2015: $291,672Expenses 2015: $264,913Net Income 2015: $26,7592015Revenue 2016: $283,902Expenses 2016: $304,097Net Income 2016: -$20,1952016Revenue 2017: $354,539Expenses 2017: $411,065Net Income 2017: -$56,5262017Revenue 2018: $359,032Expenses 2018: $301,071Net Income 2018: $57,9612018Revenue 2019: $368,417Expenses 2019: $425,678Net Income 2019: -$57,2612019Revenue 2020: $64,289Expenses 2020: $51,429Net Income 2020: $12,8602020Revenue 2021: $130,451Expenses 2021: $50,830Net Income 2021: $79,6212021Revenue 2022: $440,471Expenses 2022: $382,151Net Income 2022: $58,3202022Revenue 2023: $506,939Expenses 2023: $582,954Net Income 2023: -$76,0152023Revenue 2024: $716,546Expenses 2024: $589,890Net Income 2024: $126,6562024

Highlighted filing

2017

Revenue$354,539
Expenses$411,065
Net Income-$56,526
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$354,539
Mission and Program Overview

Mission

Provide a focal point for discussion on new technology affecting the retirement and information technology (i.t.)industries; build and provide a network for the exchange of information among i.t. Directors of public funds organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$102,838$102,953▲ $115
Cash and Non-Interest-Bearing Accounts$104,470$47,829▼ $56,641
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$207,308$150,782▼ $56,526
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$207,308$150,782▼ $56,526
Total Net Assets Fund Balance$207,308$150,782▼ $56,526
Total Liabilities and Net Assets / Fund Balance$207,308$150,782▼ $56,526
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Ira GreensteinPresident
Dan BowdenPresident Elect
Pat GrandahlPresident Emer
Doug HislopSecretary
Joe SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$354,075
Investment Income
$464
Other Revenue
$0
Change in Net Assets
$-56,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$411,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$353,052--$353,052
Travel$5,392$5,462-$10,854
Insurance-$2,975-$2,975
Other Expenses$5,047$2,503-$2,503
All Other Expenses$265$336-$601
Total Functional Expenses$363,756$47,309$0$411,065
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

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
No
Backup withholding compliance
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
No
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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Public Retirement Information
EIN
65-1302399
Phone
8164725800
Address
3100 BROADWAY STREET SUITE 1211, KANSAS CITY, MO 64111

Signing Officer

Name
Joe Schaefer
Title
Treasurer
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
R Scott Montgomery CPA Pc
Address
4815 LAGUNA PARK DR STE B4, ELK GROVE, CA 95758
Preparer
R Scott Montgomery
Phone
9166616978
Raw XML Appendix323 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/ActivityOrMissionDesc0PROVIDE A FOCAL POINT FOR DISCUSSION ON NEW TECHNOLOGY AFFECTING THE RETIREMENT AND INFORMATION TECHNOLOGY (I.T.)INDUSTRIES; BUILD AND PROVIDE A NETWORK FOR THE EXCHANGE OF INFORMATION AMONG I.T. DIRECTORS OF PUBLIC FUNDS ORGANIZATIONS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0336
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0265
IRS990/AllOtherExpensesGrp/TotalAmt0601
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOE SCHAEFER
IRS990/BooksInCareOfDetail/PhoneNum08164725800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04600 PASEO BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064110
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0104470
IRS990/CashNonInterestBearingGrp/EOYAmt047829
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0353052
IRS990/ConferencesMeetingsGrp/TotalAmt0353052
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0464
IRS990/CYOtherExpensesAmt0411065
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0354075
IRS990/CYRevenuesLessExpensesAmt0-56526
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0411065
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0354539
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THREE DAY ANNUAL CONFERENCE FOR I.T. PROFESSIONALS OF PUBLIC RETIREMENT FUNDS ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN BOWDEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PAT GRANDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG HISLOP
IRS990/Form990PartVIISectionAGrp/PersonNm3IRA GREENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE SCHAEFER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt1President Emer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0354539
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02975
IRS990/InsuranceGrp/TotalAmt02975
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0464
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0464
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE A FOCAL POINT FOR DISCUSSION ON NEW TECHNOLOGY AFFECTING THE RETIREMENT AND INFORMATION TECHNOLOGY (I.T.)INDUSTRIES; BUILD AND PROVIDE A NETWORK FOR THE EXCHANGE OF INFORMATION AMONG I.T. DIRECTORS OF PUBLIC FUNDS ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0207308
IRS990/NetAssetsOrFundBalancesEOYAmt0150782
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0INTERNET EXPENSE
IRS990/OtherExpensesGrp/Desc1CREDIT CARD PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3BOOKS, REFERENCE MATERIALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027045
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18988
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22503
IRS990/OtherExpensesGrp/ProgramServicesAmt05047
IRS990/OtherExpensesGrp/TotalAmt027045
IRS990/OtherExpensesGrp/TotalAmt18988
IRS990/OtherExpensesGrp/TotalAmt25047
IRS990/OtherExpensesGrp/TotalAmt32503
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/Desc0CONF. REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSOR FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2207000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2207000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0452
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0304097
IRS990/PYProgramServiceRevenueAmt0283450
IRS990/PYRevenuesLessExpensesAmt0-20195
IRS990/PYTotalExpensesAmt0304097
IRS990/PYTotalRevenueAmt0283902
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-56526
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102838
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102953
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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/TotalAssetsBOYAmt0207308
IRS990/TotalAssetsEOYAmt0150782
IRS990/TotalAssetsGrp/BOYAmt0207308
IRS990/TotalAssetsGrp/EOYAmt0150782
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047309
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0363756
IRS990/TotalFunctionalExpensesGrp/TotalAmt0411065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0207308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0150782
IRS990/TotalProgramServiceRevenueAmt0354075
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0354539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0354539
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0207308
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150782
IRS990/TravelGrp/ManagementAndGeneralAmt05462
IRS990/TravelGrp/ProgramServicesAmt05392
IRS990/TravelGrp/TotalAmt010854
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0207308
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0150782
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC RETIREMENT INFORMATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SYSTEM MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0651302399
ReturnHeader/Filer/PhoneNum08164725800
ReturnHeader/Filer/USAddress/AddressLine1Txt03100 BROADWAY STREET SUITE 1211
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471245518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R SCOTT MONTGOMERY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04815 LAGUNA PARK DR STE B4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELK GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095758
ReturnHeader/PreparerPersonGrp/PhoneNum09166616978
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Scott Montgomery
ReturnHeader/ReturnTs02018-11-13T15:01:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$150,782
Liabilities
$0
Net assets
$150,782
Revenue
$354,539
Expenses
$411,065
Net income
-$56,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$7.17$5.90$1.27
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$5.07$5.83$0.76
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$4.40$3.82$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.44$2.44$1.30$0.51$0.80
2020Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.64$0.51$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$3.68$4.26$0.57
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$3.59$3.01$0.58
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$3.55$4.11$0.57
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$2.84$3.04$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$2.92$2.65$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$2.50$2.23$0.27