Civic Intelligence

Public Retirement Information System Management

990 • Fiscal year 2019 • EIN 65-1302399

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A
3210 W Truman BlvdJefferson City, MO 65109

(573) 638-1010

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

2.6%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$151,482

Down $57,261 (-27%) from 2018

Net Assets

Down

$151,482

Down $57,261 (-27%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin17th percentile

Revenue

Up

$368,417

Up $9,385 (+2.6%) from 2018

Expenses

Up

$425,678

Up $124,607 (+41%) from 2018

Net Income

Down

-$57,261

Down $115,222 (-199%) from 2018

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

2019

Assets$151,482
Liabilities$0
Net Assets$151,482
Open 2019 Filing

Operations Trend

Revenue Growth54th 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

2019

Revenue$368,417
Expenses$425,678
Net Income-$57,261
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$368,417
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
Cash and Non-Interest-Bearing Accounts$115,758$108,320▼ $7,438
Savings and Temporary Cash Investments$92,985$43,162▼ $49,823
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$208,743$151,482▼ $57,261
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$208,743$151,482▼ $57,261
Total Net Assets Fund Balance$208,743$151,482▼ $57,261
Total Liabilities and Net Assets / Fund Balance$208,743$151,482▼ $57,261
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Dan BowdenPresident
Chris CutlerPresident-elect
Ira GreensteinPresident-Emer
Keith BadalamenteSecretary
Bill BettsTreasurer
Joe SchaeferTreasurer-Emer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$368,325
Investment Income
$92
Other Revenue
$0
Change in Net Assets
$-57,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$425,678
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$378,018--$378,018
Travel$8,007$7,322-$15,329
All Other Expenses$544$1,459-$2,003
Other Expenses$13,824$1,528-$1,528
Total Functional Expenses$400,393$25,285$0$425,678
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
Backup withholding compliance
No
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
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
5736381010
Address
3210 W TRUMAN BLVD, JEFFERSON CITY, MO 65109

Signing Officer

Name
Bill Betts
Title
Treasurer
Signed
2020-11-13
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 Appendix327 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.

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ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL BETTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC RETIREMENT INFORMATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SYSTEM MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0651302399
ReturnHeader/Filer/PhoneNum05736381010
ReturnHeader/Filer/USAddress/AddressLine1Txt03210 W TRUMAN BLVD
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065109
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/ReturnTs02020-11-13T09:02:16-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$151,482
Liabilities
$0
Net assets
$151,482
Revenue
$368,417
Expenses
$425,678
Net income
-$57,261
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