Civic Intelligence

Dri Foundation Inc.

990EZ • Fiscal year 2021 • EIN 35-2516868

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 10, 2022

222 S Riverside Plaza 1870Chicago, IL 60606

(312) 795-1101

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-59%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

26th percentile

-9.4%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$23,654

Down $2,446 (-9.4%) from 2020

Net Assets

Down

$23,654

Down $2,446 (-9.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$4,135

Down $6,743 (-62%) from 2020

Expenses

Down

$6,581

Down $30,742 (-82%) from 2020

Net Income

Up

-$2,446

Up $23,999 (+91%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $6,321Liabilities 2015: $0Net Assets 2015: $6,3212015Assets 2016: $109,648Liabilities 2016: $0Net Assets 2016: $109,6482016Assets 2017: $93,307Liabilities 2017: $0Net Assets 2017: $93,3072017Assets 2018: $72,318Liabilities 2018: $0Net Assets 2018: $72,3182018Assets 2019: $52,545Liabilities 2019: $0Net Assets 2019: $52,5452019Assets 2020: $26,100Liabilities 2020: $0Net Assets 2020: $26,1002020Assets 2021: $23,654Liabilities 2021: $0Net Assets 2021: $23,6542021Assets 2022: $70,692Liabilities 2022: $0Net Assets 2022: $70,6922022Assets 2023: $90,337Liabilities 2023: $6,210Net Assets 2023: $84,1272023Assets 2024: $82,261Liabilities 2024: $169Net Assets 2024: $82,0922024

Highlighted filing

2021

Assets$23,654
Liabilities$0
Net Assets$23,654

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $6,975Expenses 2015: $654Net Income 2015: $6,3212015Revenue 2016: $105,500Expenses 2016: $2,173Net Income 2016: $103,3272016Revenue 2017: $5,850Expenses 2017: $22,191Net Income 2017: -$16,3412017Revenue 2018: $4,391Expenses 2018: $25,380Net Income 2018: -$20,9892018Revenue 2019: $3,612Expenses 2019: $23,385Net Income 2019: -$19,7732019Revenue 2020: $10,878Expenses 2020: $37,323Net Income 2020: -$26,4452020Revenue 2021: $4,135Expenses 2021: $6,581Net Income 2021: -$2,4462021Revenue 2022: $79,460Expenses 2022: $32,422Net Income 2022: $47,0382022Revenue 2023: $131,260Expenses 2023: $87,825Net Income 2023: $43,4352023Revenue 2024: $100,144Expenses 2024: $102,179Net Income 2024: -$2,0352024

Highlighted filing

2021

Revenue$4,135
Expenses$6,581
Net Income-$2,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 10, 2022
Return Version
2021v4.2
Gross Receipts
$4,135
Mission and Program Overview

Mission

To meet the philanthropic goals of the Defense Research Institute, Inc.

Program Services

DescriptionGrantsExpenses
TO MEET THE PHILANTHROPIC GOALS OF THE DEFENSE RESEARCH INSTITUTE, INC. THE FOUNDATION USES TAX EXEMPT GIFTS AND GRANTS TO FUND LAW-RELATED PUBLIC SERVICE PROJECTS, SUPPORT THE JUDICIAL SYSTEM, AND FURTHER INTERESTS OF THE DEFENSE BAR.$1,270$1,270
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS K BURRELLDirector-$0--
EMILY G COUGHLINDirector-$0--
R JEFFREY LOWEDirector (From Oct '21)-$0--
LANA A OLSONDirector-$0--
PATRICK SWEENEYDirector-$0--
ANNE M TALCOTTDirector-$0--
PHILIP L WILLMANDirector (To Oct '21)-$0--
DEAN MARTINEZCEO-$0--
Filing and Contact Details

Filer

Filer Name
The Dri Foundation
EIN
35-2516868
Phone
3127951101
Address
222 S RIVERSIDE PLAZA 1870, CHICAGO, IL 60606

Signing Officer

Name
Dean Martinez
Title
CEO
Phone
3127951101
Signed
2022-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
J Calvin Marks
Phone
9197196400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program services. Grantee name: open books ltd. Grantee address: 651 w. Lake st. Chicago, il 60661. Amount given: 1,270.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: statutory representation. Amount: 1,077.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from dri. Beg. Of year amount: 26,100. End of year amount: 23,654.

Raw XML Appendix188 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03126986203
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUGLAS K BURRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY G COUGHLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2R JEFFREY LOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LANA A OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICK SWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE M TALCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHILIP L WILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEAN MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR (FROM OCT '21)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR (TO OCT '21)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CEO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01077
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MEET THE PHILANTHROPIC GOALS OF THE DEFENSE RESEARCH INSTITUTE, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO MEET THE PHILANTHROPIC GOALS OF THE DEFENSE RESEARCH INSTITUTE, INC. THE FOUNDATION USES TAX EXEMPT GIFTS AND GRANTS TO FUND LAW-RELATED PUBLIC SERVICE PROJECTS, SUPPORT THE JUDICIAL SYSTEM, AND FURTHER INTERESTS OF THE DEFENSE BAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01270
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt04135
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DRI.ORG/DONATE/DONATE-TO-DRI
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd01
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS EXEMPT UNDER IRC CODE SECTION 501(C)(6).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ANNUALLY, THE SUPPORTED ORGANIZATION COMPLETES A PRO FORMA SCHEDULE A, PART III TO CONFIRM IT SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). THE SUPPORTING CALCULATION IS KEPT IN THE SUPPORTING ORGANIZATION'S FILES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION IS COMMITTED TO MEET THE PHILANTHROPIC GOALS OF ITS SUPPORTED ORGANIZATION. THE FOUNDATION WILL ENGAGE IN ACTIVITIES WHICH FURTHER THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE OF TEACHING, EDUCATING, AND IMPROVING THE SKILLS OF THE DEFENSE LAW PRACTITIONER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390978501
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DEFENSE RESEARCH INSTITUTE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: PROGRAM SERVICES. GRANTEE NAME: OPEN BOOKS LTD. GRANTEE ADDRESS: 651 W. LAKE ST. CHICAGO, IL 60661. AMOUNT GIVEN: 1,270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: STATUTORY REPRESENTATION. AMOUNT: 1,077.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM DRI. BEG. OF YEAR AMOUNT: 26,100. END OF YEAR AMOUNT: 23,654.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03127951101
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DRI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRIF
ReturnHeader/Filer/EIN0352516868
ReturnHeader/Filer/PhoneNum03127951101
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 S RIVERSIDE PLAZA 1870
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521446779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON LAMBERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04242 SIX FORKS ROAD SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197196400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CALVIN MARKS
ReturnHeader/ReturnTs02022-10-10T18:37:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTINEZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings