Civic Intelligence

Californians for Retirement Security

EIN 90-0331627 • 501(c)4 • Sacramento, CA

Profile

Advocate for the retirement security of all californians

555 CAPITOL MALL Suite 400Sacramento, CA 95814

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-24%

Faster asset growth than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$165,779

Down $52,732 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$165,779

Down $52,732 (-24%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$52,732

Down $19,792 (-27%) from 2023

Net Income

Up

-$52,732

Up $19,792 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $306,828Liabilities 2011: $0Net Assets 2011: $306,8282011Assets 2012: $128,726Liabilities 2012: $02012Assets 2013: $326,330Liabilities 2013: $0Net Assets 2013: $326,3302013Assets 2014: $196,439Liabilities 2014: $0Net Assets 2014: $196,4392014Assets 2015: $131,227Liabilities 2015: $0Net Assets 2015: $131,2272015Assets 2016: $285,197Liabilities 2016: $0Net Assets 2016: $285,1972016Assets 2017: $361,280Liabilities 2017: $0Net Assets 2017: $361,2802017Assets 2018: $320,345Liabilities 2018: $0Net Assets 2018: $320,3452018Assets 2019: $252,299Liabilities 2019: $0Net Assets 2019: $252,2992019Assets 2020: $321,036Liabilities 2020: $0Net Assets 2020: $321,0362020Assets 2022: $291,035Liabilities 2022: $0Net Assets 2022: $291,0352022Assets 2023: $218,511Liabilities 2023: $0Net Assets 2023: $218,5112023Assets 2024: $165,779Liabilities 2024: $0Net Assets 2024: $165,7792024

Highlighted filing

2024

Assets$165,779
Liabilities$0
Net Assets$165,779
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $410,098Expenses 2011: $279,674Net Income 2011: $130,4242011Revenue 2012: $40,088Expenses 2012: $218,190Net Income 2012: -$178,1022012Revenue 2013: $516,325Expenses 2013: $318,721Net Income 2013: $197,6042013Revenue 2014: $130,300Expenses 2014: $260,191Net Income 2014: -$129,8912014Revenue 2015: $350,864Expenses 2015: $416,076Net Income 2015: -$65,2122015Revenue 2016: $287,500Expenses 2016: $133,530Net Income 2016: $153,9702016Revenue 2017: $151,000Expenses 2017: $74,917Net Income 2017: $76,0832017Revenue 2018: $30,116Expenses 2018: $71,051Net Income 2018: -$40,9352018Revenue 2019: $0Expenses 2019: $68,046Net Income 2019: -$68,0462019Revenue 2020: $140,000Expenses 2020: $71,263Net Income 2020: $68,7372020Revenue 2022: $165,000Expenses 2022: $116,556Net Income 2022: $48,4442022Revenue 2023: $0Expenses 2023: $72,524Net Income 2023: -$72,5242023Revenue 2024: $0Expenses 2024: $52,732Net Income 2024: -$52,7322024

Highlighted filing

2024

Revenue$0
Expenses$52,732
Net Income-$52,732
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,779
Liabilities
$0
Net assets
$165,779
Revenue
$0
Expenses
$52,732
Net income
-$52,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.00$0.53$0.53
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.00$0.73$0.73
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.65$1.17$0.48
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$1.40$0.71$0.69
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.00$0.68$0.68
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.30$0.71$0.41
2017Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$1.51$0.75$0.76
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$2.88$1.34$1.54
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$3.51$4.16$0.65
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.30$2.60$1.30
2013Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$5.16$3.19$1.98
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$0.40$2.18$1.78
2011Summary only. Only limited summary data is available for this year.$3.07$0.00$3.07$4.10$2.80$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Advocate for the retirement security of all californians

Program Services

DescriptionGrantsExpenses
Advocated for protection of public employees' pension rights-$45,385
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted ToppinPresident/Director-$0--
Terry BrennandTreasurer/Director-$0--
MEGAN SUBERSSecretary/Director-$0--
SETH BRAMBLEDirector-$0--
ALIA GRIFFINDirector-$0--
DANIEL SCHOORLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Californians for Retirement Security
EIN
90-0331627
In Care Of
% OLSON REMCHO LLP
Phone
9164422652
Address
555 CAPITOL MALL Suite 400, SACRAMENTO, CA 95814

Signing Officer

Name
Ted Toppin
Title
President
Phone
9164422952
Signed
2025-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Michelle Mccann
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:BUSINESS FILING FEES Amount:25”

Form 990EZ Part I Line 16

“Description:INFORMATION TECHNOLOGY Amount:360”

Raw XML Appendix129 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0OLSON REMCHO LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum09164422952
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 CAPITOL MALL SUITE 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0958144602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0218511
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165779
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-52732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt052347
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0218511
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165779
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0218511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0218511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165779
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ted Toppin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Terry Brennand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN SUBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SETH BRAMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALIA GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL SCHOORL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0385
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVOCATE FOR THE RETIREMENT SECURITY OF ALL CALIFORNIANS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advocated for protection of public employees' pension rights
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045385
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052732
IRS990EZ/TotalProgramServiceExpensesAmt045385
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BUSINESS FILING FEES Amount:25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INFORMATION TECHNOLOGY Amount:360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TED TOPPIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164422952
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIANS FOR RETIREMENT SECURITY
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0900331627
ReturnHeader/Filer/InCareOfNm0% OLSON REMCHO LLP
ReturnHeader/Filer/PhoneNum09164422652
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 CAPITOL MALL Suite 400
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06101 BOLLINGER CANYON RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE MCCANN
ReturnHeader/ReturnTs02025-06-24T12:25:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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