Civic Intelligence

Drg Foundation Charitable Trust

990PF • Fiscal year 2022 • EIN 92-6168473

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

$10,888,939

No earlier filing loaded for comparison.

Net Assets

$10,888,939

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

$10,976,612

No earlier filing loaded for comparison.

Expenses

$87,673

No earlier filing loaded for comparison.

Net Income

$10,888,939

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2022

Assets$10,888,939
Liabilities$0
Net Assets$10,888,939
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$10,976,612
Expenses$87,673
Net Income$10,888,939
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

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

Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BrotemarkleTrustee-$0--
Bill DutraTrustee-$0--
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
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Brotemarkle Davis & Company Llp
Address
1000 MAIN ST STE 250, NAPA, CA 94559
Preparer
Guy W Carl
Phone
7079634466
Raw XML Appendix220 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/InitialReturnFormerPubChrtyInd0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt066731
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07074863962
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt087673
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt06483891
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0Ghilotti Construction Inc
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt05.0000
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt06483891
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02022-11
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0Interest only until maturity
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Richard Ghilotti
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0206 Baltimore Avenue
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0David Brotemarkle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
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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/ReturnTs02023-10-16T11:56:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brotemarkle
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,888,939
Liabilities
$0
Net assets
$10,888,939
Revenue
$10,976,612
Expenses
$87,673
Net income
$10,888,939
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