Civic Intelligence

Retirement Planning Company Incorporated

990 • Fiscal year 2020 • EIN 85-0202610

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization ProfileN/A
800 W BuckeyeDeming, NM 88030

(575) 546-9323

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-4.4%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-1.2%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-0.7%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$2,056,643

Down $23,966 (-1.2%) from 2019

Net Assets

Down

$2,017,932

Down $24,325 (-1.2%) from 2019

Liabilities

Up

$38,711

Up $359 (+0.9%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin24th percentile

Revenue

Down

$552,199

Down $3,663 (-0.7%) from 2019

Expenses

Up

$576,524

Up $51,954 (+9.9%) from 2019

Net Income

Down

-$24,325

Down $55,617 (-178%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,906,923Liabilities 2012: $167,697Net Assets 2012: $1,739,2262012Assets 2013: $1,962,716Liabilities 2013: $136,450Net Assets 2013: $1,826,2662013Assets 2014: $2,017,010Liabilities 2014: $105,047Net Assets 2014: $1,911,9632014Assets 2015: $2,058,439Liabilities 2015: $78,628Net Assets 2015: $1,979,8112015Assets 2016: $2,131,241Liabilities 2016: $49,092Net Assets 2016: $2,082,1492016Assets 2017: $2,145,529Liabilities 2017: $44,682Net Assets 2017: $2,100,8472017Assets 2018: $2,053,015Liabilities 2018: $42,050Net Assets 2018: $2,010,9652018Assets 2019: $2,080,609Liabilities 2019: $38,352Net Assets 2019: $2,042,2572019Assets 2020: $2,056,643Liabilities 2020: $38,711Net Assets 2020: $2,017,9322020Assets 2021: $1,988,626Liabilities 2021: $38,327Net Assets 2021: $1,950,2992021Assets 2022: $1,850,260Liabilities 2022: $39,722Net Assets 2022: $1,810,5382022Assets 2023: $1,695,070Liabilities 2023: $40,782Net Assets 2023: $1,654,2882023Assets 2024: $1,552,058Liabilities 2024: $35,269Net Assets 2024: $1,516,7892024

Highlighted filing

2020

Assets$2,056,643
Liabilities$38,711
Net Assets$2,017,932
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $575,424Expenses 2012: $483,398Net Income 2012: $92,0262012Revenue 2013: $574,440Expenses 2013: $487,400Net Income 2013: $87,0402013Revenue 2014: $574,005Expenses 2014: $488,308Net Income 2014: $85,6972014Revenue 2015: $586,201Expenses 2015: $518,353Net Income 2015: $67,8482015Revenue 2016: $635,203Expenses 2016: $532,865Net Income 2016: $102,3382016Revenue 2017: $601,469Expenses 2017: $582,771Net Income 2017: $18,6982017Revenue 2018: $538,115Expenses 2018: $627,997Net Income 2018: -$89,8822018Revenue 2019: $555,862Expenses 2019: $524,570Net Income 2019: $31,2922019Revenue 2020: $552,199Expenses 2020: $576,524Net Income 2020: -$24,3252020Revenue 2021: $526,640Expenses 2021: $594,273Net Income 2021: -$67,6332021Revenue 2022: $509,335Expenses 2022: $649,096Net Income 2022: -$139,7612022Revenue 2023: $518,888Expenses 2023: $675,138Net Income 2023: -$156,2502023Revenue 2024: $566,910Expenses 2024: $704,409Net Income 2024: -$137,4992024

Highlighted filing

2020

Revenue$552,199
Expenses$576,524
Net Income-$24,325
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$552,199
Mission and Program Overview

Mission

Retirement center rental apartments - social welfare for elderly individuals, partialy subsidized by the u.s, department of housing and urban developments - 103 units

individuals, partially subsidized by the US Department of Housing and Urban Development--103 units

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$986,358$1,209,493▲ $223,135
Cash and Non-Interest-Bearing Accounts$1,094,251$847,150▼ $247,101
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,080,609$2,056,643▼ $23,966
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$32,177$33,273▲ $1,096
Accounts Payable and Accrued Expenses$6,175$5,438▼ $737
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$38,352$38,711▲ $359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,042,257$2,017,932▼ $24,325
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,042,257$2,017,932▼ $24,325
Total Liabilities and Net Assets / Fund Balance$2,080,609$2,056,643▼ $23,966

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$2,686,217$2,857,745
Other Land Buildings$1,131,714$594,600$1,554,786
Land$77,779-$77,779
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Gary JeffreysPresident
Harold C MorrowVice President
Joseph KarasMember
Merline HensleyMember
Charles SayreSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$522,288
Investment Income
$16,262
Other Revenue
$13,649
Change in Net Assets
$-24,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$340,744
Salaries, Compensation, and Employee Benefits$235,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$83,276$89,095-$172,371
Depreciation Depletion$118,410--$118,410
Occupancy$80,458--$80,458
Other Employee Benefits$30,275$33,134-$63,409
Insurance$35,594--$35,594
All Other Expenses$18,630$4,717-$23,347
Other Expenses$21,351$1,727-$21,351
Office Expenses-$14,049-$14,049
Fees for Services Accounting$6,450$6,450-$12,900
Advertising-$425-$425
Total Functional Expenses$426,927$149,597$0$576,524
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$33,273
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Retirement Planning Co Inc
EIN
85-0202610
In Care Of
% CYNTHIA MAYNES
Phone
5755469323
Address
800 W BUCKEYE, DEMING, NM 88030

Signing Officer

Name
Gary Jeffreys
Title
President
Phone
5755469323
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Jeffreys
Legal Domicile
Nm
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
STONE MCGEE & CO CPA'S
Address
PO BOX 2828, SILVER CITY, NM 88062
Preparer
Kay Stone CPA
Phone
5755383795
Supplemental Narrative

Additional Explanations

Part

“The board reviews the return before it is filed.”

Part

“The organization makes the documents available upon request.”

Raw XML AppendixShowing 400 of 404 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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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE RETURN BEFORE IT IS FILED.
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.45.209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE MCGEE & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2828
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SILVER CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
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ReturnHeader/ReturnTs02020-11-13T10:37:13-06:00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,056,643
Liabilities
$38,711
Net assets
$2,017,932
Revenue
$552,199
Expenses
$576,524
Net income
-$24,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.55$0.04$1.52$0.57$0.70$0.14
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.04$1.65$0.52$0.68$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.04$1.81$0.51$0.65$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.04$1.95$0.53$0.59$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.04$2.02$0.55$0.58$0.02
2019Summary only. Only limited summary data is available for this year.$2.08$0.04$2.04$0.56$0.52$0.03
2018Summary only. Only limited summary data is available for this year.$2.05$0.04$2.01$0.54$0.63$0.09
2017Summary only. Only limited summary data is available for this year.$2.15$0.04$2.10$0.60$0.58$0.02
2016Summary only. Only limited summary data is available for this year.$2.13$0.05$2.08$0.64$0.53$0.10
2015Summary only. Only limited summary data is available for this year.$2.06$0.08$1.98$0.59$0.52$0.07
2014Summary only. Only limited summary data is available for this year.$2.02$0.11$1.91$0.57$0.49$0.09
2013Summary only. Only limited summary data is available for this year.$1.96$0.14$1.83$0.57$0.49$0.09
2012Summary only. Only limited summary data is available for this year.$1.91$0.17$1.74$0.58$0.48$0.09