Civic Intelligence

R and M Foundation C/O Amy P Friedrich

990PF • Fiscal year 2020 • EIN 34-7022152

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
1364 Moonmist DriveSarasota, FL 34242

(330) 501-1139

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-203%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-5.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-75%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,881,916

Down $106,093 (-5.3%) from 2019

Net Assets

Down

$1,881,916

Down $106,093 (-5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$52,149

Down $154,428 (-75%) from 2019

Expenses

Up

$158,242

Up $22,085 (+16%) from 2019

Net Income

Down

-$106,093

Down $176,513 (-251%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $807,747Liabilities 2012: $0Net Assets 2012: $807,7472012Assets 2013: $829,018Liabilities 2013: $0Net Assets 2013: $829,0182013Assets 2014: $875,276Liabilities 2014: $0Net Assets 2014: $875,2762014Assets 2015: $1,921,970Liabilities 2015: $0Net Assets 2015: $1,921,9702015Assets 2016: $1,888,403Liabilities 2016: $0Net Assets 2016: $1,888,4032016Assets 2017: $1,899,356Liabilities 2017: $0Net Assets 2017: $1,899,3562017Assets 2018: $1,917,589Liabilities 2018: $0Net Assets 2018: $1,917,5892018Assets 2019: $1,988,009Liabilities 2019: $0Net Assets 2019: $1,988,0092019Assets 2020: $1,881,916Liabilities 2020: $0Net Assets 2020: $1,881,9162020Assets 2021: $1,977,691Liabilities 2021: $0Net Assets 2021: $1,977,6912021Assets 2022: $1,825,159Liabilities 2022: $0Net Assets 2022: $1,825,1592022Assets 2023: $1,827,108Liabilities 2023: $0Net Assets 2023: $1,827,1082023Assets 2024: $1,837,420Liabilities 2024: $0Net Assets 2024: $1,837,4202024

Highlighted filing

2020

Assets$1,881,916
Liabilities$0
Net Assets$1,881,916
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $48,6032012Revenue 2013: $75,281Expenses 2013: $54,010Net Income 2013: $21,2712013Revenue 2014: $107,996Expenses 2014: $61,738Net Income 2014: $46,2582014Revenue 2015: $1,133,181Expenses 2015: $86,487Net Income 2015: $1,046,6942015Revenue 2016: $100,361Expenses 2016: $133,928Net Income 2016: -$33,5672016Revenue 2017: $156,953Expenses 2017: $146,000Net Income 2017: $10,9532017Revenue 2018: $161,647Expenses 2018: $143,414Net Income 2018: $18,2332018Revenue 2019: $206,577Expenses 2019: $136,157Net Income 2019: $70,4202019Revenue 2020: $52,149Expenses 2020: $158,242Net Income 2020: -$106,0932020Revenue 2021: $240,347Expenses 2021: $144,572Net Income 2021: $95,7752021Revenue 2022: -$4,776Expenses 2022: $147,756Net Income 2022: -$152,5322022Revenue 2023: $129,084Expenses 2023: $127,135Net Income 2023: $1,9492023Revenue 2024: $139,397Expenses 2024: $129,085Net Income 2024: $10,3122024

Highlighted filing

2020

Revenue$52,149
Expenses$158,242
Net Income-$106,093
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY P FRIEDRICHTrustee-$0--
PETER ELLIOTTTrustee-$0--
EMILY SAGLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
R and M Foundation
EIN
34-7022152
Phone
3305011139
Address
1364 MOONMIST DRIVE, SARASOTA, FL 34242

Signing Officer

Name
Amy P Friedrich
Title
Trustee
Phone
3305011139
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Schroedel Scullin & Bestic LLC
Address
196 NORTH BROAD STREET, CANFIELD, OH 44406
Preparer
THOMAS A O'NEIL CPA
Phone
3305331131
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt137901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt226890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt348114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt446862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt539668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6121636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7122864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8122746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9122392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10122020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1145386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1290425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08450
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07085
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01395
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0445
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01840
IRS990PF/FMVAssetsEOYAmt02313341
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0100683
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt078803
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt078803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0600385
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0942808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0899392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01236399
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01881916
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0120081
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02045580
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032485
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0106659
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02133176
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0AMY P FRIEDRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER ELLIOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EMILY SAGLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2155 NEW HOPE CHURCH RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OAKLAND
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0135750
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0135750
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,881,916
Liabilities
$0
Net assets
$1,881,916
Revenue
$52,149
Expenses
$158,242
Net income
-$106,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.14$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00$0.15$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.24$0.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.21$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.16$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.16$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.13$0.09$1.05
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.11$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.08$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05