Civic Intelligence

The Driesman Charitable Trust

990PF • Fiscal year 2016 • EIN 25-1916056

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

240 Mine Hill RoadFairfield, CT 06824

(203) 222-7790

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

4.5%

Faster asset growth than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

144%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$402,672

Up $17,376 (+4.5%) from 2015

Net Assets

Up

$402,672

Up $17,376 (+4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$19,749

Up $11,665 (+144%) from 2015

Expenses

Down

$2,373

Down $2,825 (-54%) from 2015

Net Income

Up

$17,376

Up $14,490 (+502%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $317,908Liabilities 2010: $0Net Assets 2010: $317,9082010Assets 2011: $332,910Liabilities 2011: $0Net Assets 2011: $332,9102011Assets 2012: $355,222Liabilities 2012: $0Net Assets 2012: $355,2222012Assets 2013: $382,368Liabilities 2013: $0Net Assets 2013: $382,3682013Assets 2014: $382,410Liabilities 2014: $0Net Assets 2014: $382,4102014Assets 2015: $385,296Liabilities 2015: $0Net Assets 2015: $385,2962015Assets 2016: $402,672Liabilities 2016: $0Net Assets 2016: $402,6722016Assets 2017: $406,110Liabilities 2017: $0Net Assets 2017: $406,1102017Assets 2018: $445,101Liabilities 2018: $0Net Assets 2018: $445,1012018Assets 2019: $428,675Liabilities 2019: $0Net Assets 2019: $428,6752019Assets 2020: $438,398Liabilities 2020: $0Net Assets 2020: $438,3982020Assets 2021: $462,475Liabilities 2021: $0Net Assets 2021: $462,4752021Assets 2022: $465,763Liabilities 2022: $0Net Assets 2022: $465,7632022Assets 2023: $469,679Liabilities 2023: $0Net Assets 2023: $469,6792023Assets 2024: $685,141Liabilities 2024: $0Net Assets 2024: $685,1412024

Highlighted filing

2016

Assets$402,672
Liabilities$0
Net Assets$402,672

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $40,2062010Expenses 2011: $23,8242011Expenses 2012: $9,8582012Revenue 2013: $54,760Expenses 2013: $28,603Net Income 2013: $26,1572013Revenue 2014: $30,515Expenses 2014: $30,473Net Income 2014: $422014Revenue 2015: $8,084Expenses 2015: $5,198Net Income 2015: $2,8862015Revenue 2016: $19,749Expenses 2016: $2,373Net Income 2016: $17,3762016Revenue 2017: $16,990Expenses 2017: $13,552Net Income 2017: $3,4382017Revenue 2018: $64,869Expenses 2018: $25,878Net Income 2018: $38,9912018Revenue 2019: $16,453Expenses 2019: $32,879Net Income 2019: -$16,4262019Revenue 2020: $37,257Expenses 2020: $27,254Net Income 2020: $10,0032020Revenue 2021: $59,140Expenses 2021: $33,189Net Income 2021: $25,9512021Revenue 2022: $41,040Expenses 2022: $39,740Net Income 2022: $1,3002022Revenue 2023: $31,721Expenses 2023: $27,805Net Income 2023: $3,9162023Revenue 2024: $245,829Expenses 2024: $30,367Net Income 2024: $215,4622024

Highlighted filing

2016

Revenue$19,749
Expenses$2,373
Net Income$17,376
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL H DRIESMANTrustee-$0--
SHELLY K DRIESMANTrustee-$0--
EMILY C DRIESMANTrustee-$0--
ALISON K DRIESMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Driesman Charitable Trust
EIN
25-1916056
Phone
2032227790
Address
240 MINE HILL ROAD, FAIRFIELD, CT 06824

Signing Officer

Name
Mitchell Driesman
Title
Trustee
Phone
2032227790
Signed
2017-07-06

Preparer

Firm
Cironefriedberg Llp
Address
855 MAIN STREET 6TH FLR, BRIDGEPORT, CT 06604
Preparer
David Zieff
Phone
2033665876
Raw XML Appendix345 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES - SEE STATEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0385634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL AND CLOSED END FUNDS - SEE STATEMENT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH #874-04037 - SEE STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL LYNCH #874-04037 - SEE STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MITCHELL H DRIESMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0240 MINE HILL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAIRFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006824
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02032227790
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MITCHELL H DRIESMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SHELLY K DRIESMAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015664
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06578
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MITCHELL H AND SHELLY K DRIESMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0240 MINE HILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FAIRFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006824
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03470
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt018001
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc060 SHS TEX PAC L TR SUB
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02237
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02237
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MITCHELL H SHELLEY K DRIESMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0240 MINE HILL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0FAIRFIELD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006824
TaxesSchedule/TaxesDetail/Amt0136
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0136
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL DRIESMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032227790
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DRIESMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DRIE
ReturnHeader/Filer/EIN0251916056
ReturnHeader/Filer/PhoneNum02032227790
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 MINE HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006824
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0176A7B0536BD377D65208A0FD0E14FC6AD19C93F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0176A7B0536BD377D65208A0FD0E14FC6AD19C93F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.25.240.243
ReturnHeader/FilingSecurityInformation/IPDt02017-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:38:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061533315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIRONEFRIEDBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 MAIN STREET 6TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIDGEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006604
ReturnHeader/PreparerPersonGrp/PhoneNum02033665876
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ZIEFF
ReturnHeader/ReturnTs02017-09-06T11:48:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$2.46$0.30$2.15
2023Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.32$0.28$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.41$0.40$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.59$0.33$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.37$0.27$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.16$0.33$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.65$0.26$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.17$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.20$0.02$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.31$0.30$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.55$0.29$0.26
2012Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.40