Public Charity

RETIREMENT SECURITY INITIATIVE

RETIREMENT SECURITY INITIATIVE is a Public Charity headquartered in ROSEVILLE, CA. Financial data from the 2019 filing: $1.2M revenue, $1.3M expenses, $303K total assets. 1 publicly reported grants to this organization, totaling roughly $25K, appear in IRS filings.

EIN: 474093255 ROSEVILLE, CA Public Finance, Taxation & Monetary Policy NTEE: W22 Latest filing: 2019
Total Revenue$1.2M
Total Expenses$1.3M
Total Assets$303K
Grant Records1
Funding Total$25K
Filing Years2017–2019

Mission

FURTHER THE COMMON GOOD OF THE CITIZENS OF THE UNITED STATES BY INFORMING ANDEDUCATING THE PUBLIC AND POLICY LEADERS REGARDING THE IMPORTANCE AND FAIRSUSTAINABLE PUBLIC SECTOR RETIREMENT PLAN AND TO ORGANIZE AND SUPPORT POLICY ANDDEVELOPMENT AND ADVOCACY EFFORT AT THE FEDERAL, STATE COUNTY AND MUNICIPAL LEVELS.

Sample Grants Received

2019
UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
$25,000

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

Chairman Charles Chuck Reed
President Dan Liljenquist
Secretary James Spiotto
CEO Peter M Constant
Treasurer Rebekah Rook Cpa
Director Richard Ravitch

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
$25,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2019 $1.2M $1.3M $303K
2018 $2.0M $1.7M $464K
2017 $1.2M $1.3M $188K

Between 2017 and 2019, reported annual revenue declined from $1.2M to $1.2M (-7%), with total assets most recently reported at $303K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for RETIREMENT SECURITY INITIATIVE

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