Civic Intelligence

Stephen W and Merle Dresner Charitable Foundation

990PF • Fiscal year 2021 • EIN 82-6124667

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
One Turks Head Place 800Providence, RI 02903

(401) 421-8900

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

62nd percentile

22%

Higher net margin than 62% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

1.5%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

342%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,268,134

Up $18,528 (+1.5%) from 2020

Net Assets

Up

$1,268,134

Up $18,528 (+1.5%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin62nd percentile

Revenue

Up

$111,541

Up $86,298 (+342%) from 2020

Expenses

Up

$86,722

Up $79 (+0.1%) from 2020

Net Income

Up

$24,819

Up $86,219 (+140%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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: $0Net 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

2021

Assets$1,268,134
Liabilities$0
Net Assets$1,268,134
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$111,541
Expenses$86,722
Net Income$24,819
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MARGINSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAINT RAYMONDS CHURCHCHARITABLEOTHER PUBLIC CHARITYPROVIDENCE, RI, US$75,000
Paid GrantALZHEIMER'S ASSOCIATION RHODE ISLANDCHARITABLEOTHER PUBLIC CHARITYPROVIDENCE, RI, US$9,500
Filing and Contact Details

Filer

Filer Name
Stephen W & Merle Dresner Charitable
EIN
82-6124667
Phone
4014218900
Address
ONE TURKS HEAD PLACE 800, PROVIDENCE, RI 02903

Signing Officer

Name
John Marginson
Title
Trustee
Phone
4014218900
Signed
2022-05-16
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 Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084500
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/AppliedToCurrentYearAmt082095
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt096808
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071478
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt084500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02405
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094403
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06291
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1RI SECRETARY OF STATE FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0188
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARGINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014218900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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 800
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
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/ReturnTs02022-05-16T09:52:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARGINSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,268,134
Liabilities
$0
Net assets
$1,268,134
Revenue
$111,541
Expenses
$86,722
Net income
$24,819
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