Civic Intelligence

Stephen W and Merle Dresner Charitable Foundation

990PF • Fiscal year 2019 • EIN 82-6124667

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 01, 2020

Organization Profile
One Turks Head Place No 800Providence, RI 02903

(401) 421-8900

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-161%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,300,199

Up $201,566 (+18%) from 2018

Net Assets

Up

$1,300,199

Up $201,566 (+18%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Down

$27,115

Down $100,063 (-79%) from 2018

Expenses

Up

$70,858

Up $566 (+0.8%) from 2018

Net Income

Down

-$43,743

Down $100,629 (-177%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,098,633Liabilities 2018: $0Net Assets 2018: $1,098,6332018Assets 2019: $1,300,199Liabilities 2019: $1Net Assets 2019: $1,300,1992019Assets 2020: $1,249,606Liabilities 2020: $1Net Assets 2020: $1,249,6062020Assets 2021: $1,268,134Liabilities 2021: $1Net Assets 2021: $1,268,1342021Assets 2022: $1,272,236Liabilities 2022: $1Net Assets 2022: $1,272,2362022Assets 2023: $1,263,675Liabilities 2023: $1Net Assets 2023: $1,263,6752023Assets 2024: $1,620,679Liabilities 2024: $0Net Assets 2024: $1,620,6792024

Highlighted filing

2019

Assets$1,300,199
Liabilities$1
Net Assets$1,300,199
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $127,178Expenses 2018: $70,292Net Income 2018: $56,8862018Revenue 2019: $27,115Expenses 2019: $70,858Net Income 2019: -$43,7432019Revenue 2020: $25,243Expenses 2020: $86,643Net Income 2020: -$61,4002020Revenue 2021: $111,541Expenses 2021: $86,722Net Income 2021: $24,8192021Revenue 2022: $21,757Expenses 2022: $18,090Net Income 2022: $3,6672022Revenue 2023: $38,829Expenses 2023: $43,334Net Income 2023: -$4,5052023Revenue 2024: $422,025Expenses 2024: $97,755Net Income 2024: $324,2702024

Highlighted filing

2019

Revenue$27,115
Expenses$70,858
Net Income-$43,743
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MARGINSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen W & Merle Dresner Charitable
EIN
82-6124667
Phone
4014218900
Address
ONE TURKS HEAD PLACE NO 800, PROVIDENCE, RI 02903

Signing Officer

Name
John Marginson
Title
Trustee
Phone
4014218900
Signed
2020-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Warner & Company LLC
Address
67 CEDAR ST SUITE 103, PROVIDENCE, RI 02903
Preparer
George F Warner CPA
Phone
4012877115
Raw XML Appendix347 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018521
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAINT RAYMONDS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE SAN MIGUEL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST VINCENT DEPAUL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01240 NORTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1525 BRANCH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22 MATILDA STREET
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt060000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt072024
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071478
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079147
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES FROM K-1'S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02567
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11214
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02567
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2147
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0245309
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt23600
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1RI SECRETARY OF STATE FEES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23600
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARGINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014218900
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN W & MERLE DRESNER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O JOHN MARGINSON
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0826124667
ReturnHeader/Filer/PhoneNum04014218900
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE TURKS HEAD PLACE NO 800
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7A06B328E50DA91D6860374EB6A832CC15210AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.180.42.17
ReturnHeader/FilingSecurityInformation/IPDt02020-10-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:33:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472154754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARNER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt067 CEDAR ST SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04012877115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE F WARNER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-05T10:00:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,300,199
Liabilities
$1
Net assets
$1,300,199
Revenue
$27,115
Expenses
$70,858
Net income
-$43,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.42$0.10$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.02$0.02$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.13$0.07$0.06