Civic Intelligence

Drg Foundation Charitable Trust

990 • Fiscal year 2023 • EIN 92-6168473

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
503 Fulton LaneSt Helena, CA 94574

(707) 486-3962

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

45th percentile

2.9%

Faster asset growth than 45% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-88%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,201,314

Up $312,375 (+2.9%) from 2022

Net Assets

Up

$11,201,314

Up $312,375 (+2.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Down

$1,316,375

Down $9,660,237 (-88%) from 2022

Expenses

Up

$99,486

Up $11,813 (+13%) from 2022

Net Income

Down

$1,216,889

Down $9,672,050 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2023

Assets$11,201,314
Liabilities$0
Net Assets$11,201,314
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$1,316,375
Expenses$99,486
Net Income$1,216,889
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$1,327,534
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$10,888,939$11,201,314▲ $312,375
Other Notes and Loans Receivable, Net$6,483,891$10,069,201▲ $3,585,310
Savings and Temporary Cash Investments$4,405,048$1,113,108▼ $3,291,940
Accounts Receivable-$19,005-
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$10,888,939$11,201,314▲ $312,375
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,888,939$11,201,314▲ $312,375
Total Liabilities and Net Assets / Fund Balance$10,888,939$11,201,314▲ $312,375
Compensation and Service Providers
Top Officer Pay24th 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
$1,316,375
Other Revenue
$0
Change in Net Assets
$1,216,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$88,000
Other Expenses$11,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$88,000--$88,000
Fees for Services Legal-$11,486-$11,486
Total Functional Expenses$88,000$11,486$0$99,486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The DRG FoundationCorte Madera, CA501(c)(3)-$88,000
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
No
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
2024-11-14
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
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Installment gain on sale of stock = -$903531”

Raw XML Appendix366 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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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010888939
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011201314
IRS990/TotalProgramServiceExpensesAmt088000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01316375
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01316375
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010888939
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011201314
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0503 Fulton Lane
IRS990/USAddress/CityNm0St Helena
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094574
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Brotemarkle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/ReturnTs02024-11-14T10:32:00-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,201,314
Liabilities
$0
Net assets
$11,201,314
Revenue
$1,316,375
Expenses
$99,486
Net income
$1,216,889
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