Civic Intelligence

Frank X and Roselyn Dwyer Family

EIN 99-4026256 • Westerly, RI

45 Williams AvenueWesterly, RI 02891
Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

$403,701

No earlier filing loaded for comparison.

Liabilities

$3,000

No earlier filing loaded for comparison.

Net Assets

$400,701

No earlier filing loaded for comparison.

Revenue

$405,331

No earlier filing loaded for comparison.

Expenses

$4,630

No earlier filing loaded for comparison.

Net Income

$400,701

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2024: $403,701Liabilities 2024: $3,000Net Assets 2024: $400,7012024

Highlighted filing

2024

Assets$403,701
Liabilities$3,000
Net Assets$400,701

Operations Trend

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

$600K$400K$200K$0Revenue 2024: $405,331Expenses 2024: $4,630Net Income 2024: $400,7012024

Highlighted filing

2024

Revenue$405,331
Expenses$4,630
Net Income$400,701

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$0.03$4.01$4.05$0.05$4.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 25, 2024 to Dec 31, 2024
Signed
May 29, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS DWYERTrustee-$0--
FRANK X DWYERTrustee-$0--
ROBERT J DWYERTrustee-$0--
KATHLEEN DWYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank X and Roselyn Dwyer Family
EIN
99-4026256
Phone
4014748694
Address
45 WILLIAMS AVENUE, WESTERLY, RI 02891

Signing Officer

Name
Thomas Dwyer
Title
Trustee
Phone
4014748694
Signed
2025-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
3300 PGA BLVD SUITE 700, PALM BEACH GARDENS, FL 33410
Preparer
Darline Richter CPA
Phone
5614270300
Raw XML Appendix330 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/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018985
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FRANK X AND ROSELYN DWYER CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1FRANK X AND ROSELYN DWYER CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt045 WILLIAMS AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt145 WILLIAMS AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WESTERLY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WESTERLY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0RI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1RI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002891
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102891
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0379808
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15623
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0379808
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-10-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03695
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03695
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDEND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0278
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0278
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CRT BILL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0856
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0856
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0FRANK X AND ROSELYN DWYER CRUT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt045 WILLIAMS AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WESTERLY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0RI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd000891
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS DWYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014748694
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK X AND ROSELYN DWYER FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0994026256
ReturnHeader/Filer/PhoneNum04014748694
ReturnHeader/Filer/USAddress/AddressLine1Txt045 WILLIAMS AVENUE
ReturnHeader/Filer/USAddress/CityNm0WESTERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002891
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03300 PGA BLVD SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033410
ReturnHeader/PreparerPersonGrp/PhoneNum05614270300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLINE RICHTER CPA
ReturnHeader/ReturnTs02025-06-23T06:40:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-02-25
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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