Civic Intelligence

Drg Foundation Charitable Trust

EIN 92-6168473 • 4947(a)1 • St Helena, CA

Profile

The Organization's primary exempt purpose is to support The DRG Foundation, a California public charity.

503 Fulton LaneSt Helena, CA 94574

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

48th percentile

3.4%

Faster asset growth than 48% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,585,639

Up $384,325 (+3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,585,639

Up $384,325 (+3.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin98th percentile

Revenue

Down

$398,453

Down $917,922 (-70%) from 2023

Expenses

Down

$14,017

Down $85,469 (-86%) from 2023

Net Income

Down

$384,436

Down $832,453 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2022: $10,888,939Liabilities 2022: $0Net Assets 2022: $10,888,9392022Assets 2023: $11,201,314Liabilities 2023: $0Net Assets 2023: $11,201,3142023Assets 2024: $11,585,639Liabilities 2024: $0Net Assets 2024: $11,585,6392024

Highlighted filing

2024

Assets$11,585,639
Liabilities$0
Net Assets$11,585,639
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2022: $10,976,612Expenses 2022: $87,673Net Income 2022: $10,888,9392022Revenue 2023: $1,316,375Expenses 2023: $99,486Net Income 2023: $1,216,8892023Revenue 2024: $398,453Expenses 2024: $14,017Net Income 2024: $384,4362024

Highlighted filing

2024

Revenue$398,453
Expenses$14,017
Net Income$384,436
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,585,639
Liabilities
$0
Net assets
$11,585,639
Revenue
$398,453
Expenses
$14,017
Net income
$384,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.40$0.01$0.38
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.32$0.10$1.22
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$11.0$0.09$10.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Gross Receipts
$398,453
Mission and Program Overview

Mission

The Organization's primary exempt purpose is to support The DRG Foundation, a California public charity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,201,314$11,585,639▲ $384,325
Other Notes and Loans Receivable, Net$10,069,201$10,069,201→ $0
Savings and Temporary Cash Investments$1,113,108$1,497,438▲ $384,330
Accounts Receivable$19,005$19,000▼ $5
Cash and Non-Interest-Bearing Accounts-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,201,314$11,585,639▲ $384,325
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,201,314$11,585,639▲ $384,325
Total Liabilities and Net Assets / Fund Balance$11,201,314$11,585,639▲ $384,325
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Bill DutraTrustee
David BrotemarkleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$398,453
Other Revenue
$0
Change in Net Assets
$384,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,017
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$12,580-$12,580
Fees for Services Legal-$882-$882
Other Expenses-$5-$5
Total Functional Expenses$0$14,017$0$14,017
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Form 990 is prepared by an independent public accounting firm and reviewed by a trustee. Any questions or comments that arise during the review are addressed prior to filing.”

Form 990, Part VI, Section C, Line 19

“No other forms are made available to the public”

Filing and Contact Details

Filer

Filer Name
DRG Foundation Charitable Trust
EIN
92-6168473
Phone
7074863962
Address
503 Fulton Lane, St Helena, CA 94574

Signing Officer

Name
David Brotemarkle
Title
Trustee
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Brotemarkle
Formed
2022
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Brotemarkle Davis & Company Llp
Address
1000 MAIN ST STE 250, NAPA, CA 94559
Preparer
Guy W Carl
Phone
7079634466
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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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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Brotemarkle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DRG Foundation Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DRGF
ReturnHeader/Filer/EIN0926168473
ReturnHeader/Filer/PhoneNum07074863962
ReturnHeader/Filer/USAddress/AddressLine1Txt0503 Fulton Lane
ReturnHeader/Filer/USAddress/CityNm0St Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094574
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680219846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROTEMARKLE DAVIS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 MAIN ST STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07079634466
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Guy W Carl
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-10T10:12:30-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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