Civic Intelligence

Robinson Broadhurst Foundation Inc.

990PF • Fiscal year 2017 • EIN 22-2558699

May 01, 2016 to Apr 30, 2017 • Filed on Aug 30, 2017

PO Box 160Stamford, NY 12167-0160

(607) 652-2508

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

3rd percentile

-109%

Higher net margin than 3% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$131,102

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

13th percentile

-4.5%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-36%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Down

$35,485,328

Down $1,658,916 (-4.5%) from 2016

Net Assets

Down

$35,485,328

Down $1,658,916 (-4.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$1,520,618

Down $838,568 (-36%) from 2016

Expenses

Up

$3,179,534

Up $384,935 (+14%) from 2016

Net Income

Down

-$1,658,916

Down $1,223,503 (-281%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2012: $37,250,548Liabilities 2012: $0Net Assets 2012: $37,250,5482012Assets 2013: $38,379,676Liabilities 2013: $2,141Net Assets 2013: $38,377,5352013Assets 2014: $38,052,102Liabilities 2014: $0Net Assets 2014: $38,052,1022014Assets 2015: $37,579,657Liabilities 2015: $0Net Assets 2015: $37,579,6572015Assets 2016: $37,144,244Liabilities 2016: $0Net Assets 2016: $37,144,2442016Assets 2017: $35,485,328Liabilities 2017: $0Net Assets 2017: $35,485,3282017Assets 2018: $37,391,856Liabilities 2018: $0Net Assets 2018: $37,391,8562018Assets 2019: $39,882,515Liabilities 2019: $0Net Assets 2019: $39,888,5152019Assets 2020: $39,627,868Liabilities 2020: $878Net Assets 2020: $39,626,9902020Assets 2021: $42,362,708Liabilities 2021: $0Net Assets 2021: $42,362,7082021Assets 2022: $43,440,327Liabilities 2022: $0Net Assets 2022: $43,440,3272022Assets 2023: $38,787,702Liabilities 2023: $0Net Assets 2023: $38,787,7022023Assets 2024: $37,873,533Liabilities 2024: $0Net Assets 2024: $37,873,5332024Assets 2025: $36,096,674Liabilities 2025: $0Net Assets 2025: $36,096,6742025

Highlighted filing

2017

Assets$35,485,328
Liabilities$0
Net Assets$35,485,328

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $2,574,7042012Expenses 2013: $2,717,3762013Revenue 2014: $2,445,829Expenses 2014: $2,771,508Net Income 2014: -$325,6792014Revenue 2015: $2,470,444Expenses 2015: $2,942,889Net Income 2015: -$472,4452015Revenue 2016: $2,359,186Expenses 2016: $2,794,599Net Income 2016: -$435,4132016Revenue 2017: $1,520,618Expenses 2017: $3,179,534Net Income 2017: -$1,658,9162017Revenue 2018: $5,080,840Expenses 2018: $3,174,312Net Income 2018: $1,906,5282018Revenue 2019: $5,950,942Expenses 2019: $3,454,283Net Income 2019: $2,496,6592019Revenue 2020: $3,472,930Expenses 2020: $3,734,455Net Income 2020: -$261,5252020Revenue 2021: $6,925,290Expenses 2021: $4,189,572Net Income 2021: $2,735,7182021Revenue 2022: $6,545,196Expenses 2022: $5,467,577Net Income 2022: $1,077,6192022Revenue 2023: $4,807,480Expenses 2023: $9,460,112Net Income 2023: -$4,652,6322023Revenue 2024: $4,542,340Expenses 2024: $5,456,509Net Income 2024: -$914,1692024Revenue 2025: $2,254,756Expenses 2025: $4,031,615Net Income 2025: -$1,776,8592025

Highlighted filing

2017

Revenue$1,520,618
Expenses$3,179,534
Net Income-$1,658,916
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 30, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES K MCKENZIEPresidentPT$131,102-$131,102
ERNEST P FLETCHER JRTreasurer\Di-$9,600-$9,600
RALPH BEISLERVP/Sec/Direc-$9,000-$9,000
MARTIN PARKSDirector-$7,200-$7,200
DONALD E VANETTENDirector-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Robinson-broadhurst Foundation Inc
EIN
22-2558699
Phone
6076522508
Address
PO BOX 160, STAMFORD, NY 12167-0160

Signing Officer

Name
Charles K Mckenzie
Title
President
Phone
6076522508
Signed
2017-08-30
Discuss with paid preparer
Yes

Preparer

Firm
GARDNER AND BUHL CPA'S PC
Address
PO BOX 217, ROXBURY, NY 12474
Preparer
Gary R Buhl
Phone
6073267579
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34LAPTOP FOR DIRECTOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35LAPTOP FOR DIRECTOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36LAPTOP FOR DIRECTOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37STONE WORK QUARINO STONE WALKWAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38FURNITURE CHAIR EXEC OFFICER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39WORKCENTRE FAX/COPIER/PRINTER/SCANNER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40STONE SIDE WALK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3821795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4397931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5102128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6746871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7355697
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9245801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10429174
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12164674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13274042
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16974003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17964724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18859940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19149309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20711932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21481485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22254543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23782906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24314380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25327285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26549781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27296323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28608568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2951234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30149454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31717460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32525402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33597352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34965384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35932596
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31224900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41156960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51149200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61358370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7869440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8971250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9800250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101313648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111065489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121249950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131435548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141025440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15775675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161264500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171109627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181149880
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201444599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21980265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221308690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23970187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241322244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251082892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt261494955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27903760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt281005180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29474450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301195328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311393379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32674819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331063620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341602475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt351185860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01/10 BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMGEN INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMPHENOL CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BARRICK GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHARLES SCHWAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MEKESSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DENTSPLY INT'L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DOVER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16POLARIS INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FORD MOTOR COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AIR PRODUCTS AND CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CLOROX COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21WISCONSIN ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SPIRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MC CORMICK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NESTLES A REG B ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NEXTERA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PERRIGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SCHEIN HENRY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SNAPP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35TOOTSIE ROLL INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38V C A INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VISA INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0674342
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0832063
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014213
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS RECEIPTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01520618
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01520618
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010690

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$2.25$4.03$1.78
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$4.54$5.46$0.91
2023Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$4.81$9.46$4.65
2022Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$6.55$5.47$1.08
2021Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$6.93$4.19$2.74
2020Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$3.47$3.73$0.26
2019Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$5.95$3.45$2.50
2018Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$5.08$3.17$1.91
2017Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$1.52$3.18$1.66
2016Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$2.36$2.79$0.44
2015Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$2.47$2.94$0.47
2014Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$2.45$2.77$0.33
2013Detailed filing. Detailed filing data is available for this year.$38.4$0.00$38.4$2.72
2012Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$2.57