Civic Intelligence

R B M Foundation Trust

990PF • Fiscal year 2022 • EIN 16-6379904

Oct 01, 2021 to Sep 30, 2022 • Filed on May 23, 2023

700 Security Mutual Bl PO Box 5250Binghamton, NY 13902-5250

(607) 231-6855

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

57th percentile

2.1%

Faster asset growth than 57% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,171,671

Up $23,931 (+2.1%) from 2021

Net Assets

Up

$1,171,671

Up $23,931 (+2.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$127,907

Up $28,581 (+29%) from 2021

Expenses

Up

$103,976

Up $7,789 (+8.1%) from 2021

Net Income

Up

$23,931

Up $20,792 (+662%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,207,138Liabilities 2011: $02011Assets 2012: $1,267,426Liabilities 2012: $02012Assets 2013: $1,277,321Liabilities 2013: $02013Assets 2014: $1,314,654Liabilities 2014: $02014Assets 2015: $1,282,692Liabilities 2015: $02015Assets 2019: $1,165,325Liabilities 2019: $02019Assets 2020: $1,144,601Liabilities 2020: $02020Assets 2021: $1,147,740Liabilities 2021: $0Net Assets 2021: $1,147,7402021Assets 2022: $1,171,671Liabilities 2022: $0Net Assets 2022: $1,171,6712022Assets 2023: $1,158,673Liabilities 2023: $250Net Assets 2023: $1,158,4232023Assets 2024: $1,188,868Liabilities 2024: $500Net Assets 2024: $1,188,3682024Assets 2025: $1,239,594Liabilities 2025: $44Net Assets 2025: $1,239,5502025

Highlighted filing

2022

Assets$1,171,671
Liabilities$0
Net Assets$1,171,671

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $902,046Expenses 2011: $21,486Net Income 2011: $880,5602011Revenue 2012: $106,465Expenses 2012: $46,177Net Income 2012: $60,2882012Revenue 2013: $62,733Expenses 2013: $52,838Net Income 2013: $9,8952013Revenue 2014: $96,950Expenses 2014: $59,617Net Income 2014: $37,3332014Revenue 2015: $74,224Expenses 2015: $106,186Net Income 2015: -$31,9622015Revenue 2019: $63,900Expenses 2019: $81,739Net Income 2019: -$17,8392019Revenue 2020: $67,573Expenses 2020: $88,297Net Income 2020: -$20,7242020Revenue 2021: $99,326Expenses 2021: $96,187Net Income 2021: $3,1392021Revenue 2022: $127,907Expenses 2022: $103,976Net Income 2022: $23,9312022Revenue 2023: $54,966Expenses 2023: $68,214Net Income 2023: -$13,2482023Revenue 2024: $86,114Expenses 2024: $56,169Net Income 2024: $29,9452024Revenue 2025: $130,422Expenses 2025: $79,240Net Income 2025: $51,1822025

Highlighted filing

2022

Revenue$127,907
Expenses$103,976
Net Income$23,931
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
May 23, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H WEDLAKE ESQPresident-$0--
BETH WESTFALL ESQVice President-$0--
JILL ANDREWSTrustee-$0--
DANA JONESTrustee-$0--
TOMI STEWARTTrustee-$0--
GARY COWERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rbm Foundation
EIN
16-6379904
Phone
6072316855
Address
700 SECURITY MUTUAL BL PO BOX 5250, BINGHAMTON, NY 13902-5250

Signing Officer

Name
Robert Wedlake
Title
President
Phone
6072316855
Signed
2023-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Vieira & Associates Cpas Pc
Address
111 GRANT AVE STE 106, ENDICOTT, NY 13760
Preparer
Patrick J Price CPA
Phone
6077231272
Raw XML AppendixShowing 400 of 723 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0601275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0796988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK OVERRIDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0527495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS OVERRIDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0459087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01171671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01147740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01171671
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt072547
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt072547
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt072547
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt074178
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01631
IRS990PF/DistributableAmountGrp/TotalTaxAmt01631
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01568
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01468856
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0700 SECURITY MUTUAL BL PO BOX 5250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BETHEL CHAPEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BROOME COUNTY UNITED WAY INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9COLESVILLE ROTARY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10COLESVILLE VOLUNTEER AMBULANCE SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14HARPURSVILLE FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15HARPURSVILLE METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18MOM'S HOUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20NEW OHIO CEMETERY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21NINEVEH PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22OLD ONAQUAGA HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23OUAQUAGA WINDSOR FIRE DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24PERCH POND CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25RIVERVIEW CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26SANITARIA SPRINGS CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27SANITARIA SPRINGS FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28SANITARIA SPRINGS UNITED METHODIST CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30ST JOSEPH'S CATHOLIC CHURCH FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31THE AFTON RIVER CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32THE SALVATION ARMY BINGHAMTON CORPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33THREE PINES COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34TOWN OF COLESVILLE SUPER CELEBRATION COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35VOLUNTEERS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36WEST COLESVILLE FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37WINDSOR FIRE COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38WINDSOR RIVERSIDE CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39WINDSOR-OUAQUAGA AMBULANCE SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40HARPURSVILLE CENTRAL SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41HARPURSVILLE FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42PERCH POND CEMETERY
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