Civic Intelligence

Retirement Technology Group Inc

990 • Fiscal year 2023 • EIN 85-3351384

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

Organization Profile
4823 Old Kingston Pike Ste 100Knoxville, TN 37919

(203) 691-4018

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

55th percentile

0.00x

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

2023 filings • NTEE S40 • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2023 filings • NTEE S40 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2023 filings • NTEE S40 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

$15,067

No earlier filing loaded for comparison.

Expenses

$28,753

No earlier filing loaded for comparison.

Net Income

-$13,686

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2023: $15,067Expenses 2023: $28,753Net Income 2023: -$13,6862023

Highlighted filing

2023

Revenue$15,067
Expenses$28,753
Net Income-$13,686
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Gross Receipts
$15,067
Mission and Program Overview

Mission

The organization's mission is to facilitate knowledge sharing about the technical aspects of using and administrating recordkeeping systems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,686--
Total Assets$13,686$0▼ $13,686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,686--
Total Net Assets Fund Balance$13,686$0▼ $13,686
Total Liabilities and Net Assets / Fund Balance$13,686$0▼ $13,686
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Robert KlobukowskiPresident
Douglas WalkerBoard Member
John DifiniBoard Member
Lauren Harvey BaddelooBoard Member
Woodie WestbrookBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$15,067
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$15,067
Change in Net Assets
$-13,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,753
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
Other Expenses$20--$20
Total Functional Expenses$28,753$0$0$28,753
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
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, Page 6, Part VI, Line 9

“John difini 817 brown squirrel lane golden, co 80401 lauren harvey baddeloo 1108 thompson street houston, tx 77007 woodie westbrook 7950 green glade road jacksonville, fl 33256 douglas walker 3 phillip way newton, nh 03858”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Retirement Technology Group Inc
EIN
85-3351384
Address
4823 OLD KINGSTON PIKE STE 100, KNOXVILLE, TN 37919

Signing Officer

Name
Robert Klobukowski
Title
President
Signed
2024-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Klobukowski
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Neo Accounting & Tax Services LLC
Address
1378 PEARL RD, BRUNSWICK, OH 44212-3469
Preparer
Brett J Mangon CPA Jd Mt
Phone
3302201999
Raw XML Appendix253 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/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN DIFINI 817 BROWN SQUIRREL LANE GOLDEN, CO 80401 LAUREN HARVEY BADDELOO 1108 THOMPSON STREET HOUSTON, TX 77007 WOODIE WESTBROOK 7950 GREEN GLADE ROAD JACKSONVILLE, FL 33256 DOUGLAS WALKER 3 PHILLIP WAY NEWTON, NH 03858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT TECHNOLOGY GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0853351384
ReturnHeader/Filer/USAddress/AddressLine1Txt04823 OLD KINGSTON PIKE STE 100
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
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ReturnHeader/Filer/USAddress/ZIPCd037919
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRUNSWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0442123469
ReturnHeader/PreparerPersonGrp/PhoneNum03302201999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT J MANGON CPA JD MT
ReturnHeader/ReturnTs02024-03-25T12:50:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLOBUKOWSKI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$15,067
Expenses
$28,753
Net income
-$13,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$15.1$28.8$13.7