Civic Intelligence

Community Bankers Mortgage Forum

EIN 46-1215236 • 501(c)6 • Woodbury, NY

Profile

Organization's primary exempt purpose - providing a forum to facilitate the better understanding of the mortgage and real estate business and regulations that pertain. Discussing and interpreting new legislation and/or changes to existing regulations. Developing friendship, cooperation and understanding amongst the membership.

185 Froehlich Farm BlvdWoodbury, NY 11797

www.cbmforum.com

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

NTEE S40 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

NTEE S40 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

NTEE S40 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

79%

Faster asset growth than 87% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

4.8%

Faster revenue growth than 57% of similar nonprofits.

NTEE S40 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$40,198

Up $17,759 (+79%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$40,198

Up $17,759 (+79%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Up

$107,007

Up $4,894 (+4.8%) from 2023

Expenses

Up

$89,248

Up $6,575 (+8.0%) from 2023

Net Income

Down

$17,759

Down $1,681 (-8.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$60K$40K$20K$0Assets 2013: $20,643Liabilities 2013: $02013Assets 2014: $16,115Liabilities 2014: $0Net Assets 2014: $16,1152014Assets 2015: $16,065Liabilities 2015: $0Net Assets 2015: $16,0652015Assets 2016: $9,110Liabilities 2016: $0Net Assets 2016: $9,1102016Assets 2017: $3,773Liabilities 2017: $0Net Assets 2017: $3,7732017Assets 2018: $1,607Liabilities 2018: $0Net Assets 2018: $1,6072018Assets 2019: $7,188Liabilities 2019: $0Net Assets 2019: $7,1882019Assets 2020: $260Liabilities 2020: $0Net Assets 2020: $2602020Assets 2021: $7,874Liabilities 2021: $0Net Assets 2021: $7,8742021Assets 2022: $2,999Liabilities 2022: $0Net Assets 2022: $2,9992022Assets 2023: $22,439Liabilities 2023: $0Net Assets 2023: $22,4392023Assets 2024: $40,198Liabilities 2024: $0Net Assets 2024: $40,1982024

Highlighted filing

2024

Assets$40,198
Liabilities$0
Net Assets$40,198
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $43,057Expenses 2013: $45,497Net Income 2013: -$2,4402013Revenue 2014: $58,900Expenses 2014: $63,428Net Income 2014: -$4,5282014Revenue 2015: $7,799Expenses 2015: $7,849Net Income 2015: -$502015Revenue 2016: $45,869Expenses 2016: $52,824Net Income 2016: -$6,9552016Revenue 2017: $50,153Expenses 2017: $55,490Net Income 2017: -$5,3372017Revenue 2018: $42,476Expenses 2018: $44,642Net Income 2018: -$2,1662018Revenue 2019: $44,808Expenses 2019: $39,227Net Income 2019: $5,5812019Revenue 2020: $11,524Expenses 2020: $18,452Net Income 2020: -$6,9282020Revenue 2021: $20,568Expenses 2021: $12,954Net Income 2021: $7,6142021Revenue 2022: $83,734Expenses 2022: $80,735Net Income 2022: $2,9992022Revenue 2023: $102,113Expenses 2023: $82,673Net Income 2023: $19,4402023Revenue 2024: $107,007Expenses 2024: $89,248Net Income 2024: $17,7592024

Highlighted filing

2024

Revenue$107,007
Expenses$89,248
Net Income$17,759
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$40,198
Liabilities
$0
Net assets
$40,198
Revenue
$107,007
Expenses
$89,248
Net income
$17,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$1.07$0.89$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$1.02$0.83$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.84$0.81$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.21$0.13$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.12$0.18$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.45$0.39$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.42$0.45$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.50$0.55$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.46$0.53$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.59$0.63$0.05
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.43$0.45$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$74,810
Mission and Program Overview

Mission

Organization's primary exempt purpose - providing a forum to facilitate the better understanding of the mortgage and real estate business and regulations that pertain. Discussing and interpreting new legislation and/or changes to existing regulations. Developing friendship, cooperation and understanding amongst the membership.

Program Services

DescriptionGrantsExpenses
DISCUSSING AND INTERPRETING NEW LEGISLATION AND/OR CHANGES TO EXISTING REGULATIONS. DEVELOPING FRIENDSHIP, COOPERATION AND UNDERSTANDING AMONGST THE MEMBERSHIP.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW MARTINEZPresident-$0--
SEBASTIAN GALLITTOVice President-$0--
PATRICK G DOLANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$69,640$69,640$54,242$15,398
Total Events$69,640$69,640$54,242$15,398
Filing and Contact Details

Filer

Filer Name
Community Bankers Mortgage Forum
EIN
46-1215236
Address
185 FROEHLICH FARM BLVD, WOODBURY, NY 11797

Signing Officer

Name
Andrew Martinez
Title
President
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Anthony Basile CPA PC
Address
185 Froehlich Farm Blvd, Woodbury, NY 11797
Preparer
Anthony Basile PhD CPA
Phone
5167415100
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $721”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7643”

Other Expenses.1

“Bank charges $90”

General explanation attachment

“Form 990-ez, part iii- organization's primary exempt purpose - providing a forum to facilitate the better understanding of the mortgage and real estate business and regulations that pertain. Discussing and interpreting new legislation and/or changes to existing regulations. Developing friendship, cooperation and understanding amongst the membership.”

General explanation attachment

“Discussing and interpreting new legislation and/or changes to existing regulations. Developing friendship, cooperation and understanding amongst the membership.”

Raw XML Appendix120 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/PersonNm0PATRICK DOLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07185122817
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0FLUSHING BANK-220 RXR PLAZA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNIONDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011556
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0260
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07874
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07614
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07874
IRS990EZ/FundraisingGrossIncomeAmt069640
IRS990EZ/GrossReceiptsAmt074810
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0260
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07874
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07874
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEBASTIAN GALLITTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK G DOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08454
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION'S PRIMARY EXEMPT PURPOSE - PROVIDING A FORUM TO FACILITATE THE BETTER UNDERSTANDING OF THE MORTGAGE AND REAL ESTATE BUSINESS AND REGULATIONS THAT PERTAIN. DISCUSSING AND INTERPRETING NEW LEGISLATION AND/OR CHANGES TO EXISTING REGULATIONS. DEVELOPING FRIENDSHIP, COOPERATION AND UNDERSTANDING AMONGST THE MEMBERSHIP.
IRS990EZ/ProgramServiceRevenueAmt05170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISCUSSING AND INTERPRETING NEW LEGISLATION AND/OR CHANGES TO EXISTING REGULATIONS. DEVELOPING FRIENDSHIP, COOPERATION AND UNDERSTANDING AMONGST THE MEMBERSHIP.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt054242
IRS990EZ/SpecialEventsNetIncomeLossAmt015398
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012954
IRS990EZ/TotalRevenueAmt020568
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.cbmforum.com
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054242
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069640
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015398
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054242
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt054242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $7643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990-EZ, PART III- ORGANIZATION'S PRIMARY EXEMPT PURPOSE - PROVIDING A FORUM TO FACILITATE THE BETTER UNDERSTANDING OF THE MORTGAGE AND REAL ESTATE BUSINESS AND REGULATIONS THAT PERTAIN. DISCUSSING AND INTERPRETING NEW LEGISLATION AND/OR CHANGES TO EXISTING REGULATIONS. DEVELOPING FRIENDSHIP, COOPERATION AND UNDERSTANDING AMONGST THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCUSSING AND INTERPRETING NEW LEGISLATION AND/OR CHANGES TO EXISTING REGULATIONS. DEVELOPING FRIENDSHIP, COOPERATION AND UNDERSTANDING AMONGST THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY BANKERS MORTGAGE FORUM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ANTHONY BASILE CPA
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0461215236
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 FROEHLICH FARM BLVD
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011797
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113063683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anthony Basile CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 Froehlich Farm Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05167415100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Basile PhD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-10T09:19:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTINEZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.