Civic Intelligence

Stephen W and Merle Dresner Charitable Foundation

990PF • Fiscal year 2022 • EIN 82-6124667

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 27, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.3%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,272,236

Up $4,102 (+0.3%) from 2021

Net Assets

Up

$1,272,236

Up $4,102 (+0.3%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin66th percentile

Revenue

Down

$21,757

Down $89,784 (-80%) from 2021

Expenses

Down

$18,090

Down $68,632 (-79%) from 2021

Net Income

Down

$3,667

Down $21,152 (-85%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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: $0Net 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

2022

Assets$1,272,236
Liabilities$0
Net Assets$1,272,236
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$21,757
Expenses$18,090
Net Income$3,667
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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 800, PROVIDENCE, RI 02903

Signing Officer

Name
John Marginson
Title
Trustee
Phone
4014218900
Signed
2023-04-27
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 Appendix331 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/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WOOD RIVER JUNCTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102804
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013500
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/AppliedToCurrentYearAmt013500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt055893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt071478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt055893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015585
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025330
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02405
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07123
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040915
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096808
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0272
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0272
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0413
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0435
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017
TaxesSchedule/TaxesDetail/Amt0388
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0388
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARGINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014218900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-05-04T06:47:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARGINSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,236
Liabilities
$0
Net assets
$1,272,236
Revenue
$21,757
Expenses
$18,090
Net income
$3,667
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