Civic Intelligence

Richard & Sherry Dumke Charitable Foundation

990PF • Fiscal year 2015 • EIN 68-0093924

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 16, 2015

Organization Profile
3901 Happy Valley RoadLafayette, CA 94549

(925) 284-1384

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

66th percentile

9.2%

Faster asset growth than 66% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

113%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$42,669

Up $3,583 (+9.2%) from 2014

Net Assets

$42,669

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Up

$8,943

Up $4,754 (+113%) from 2014

Expenses

Up

$5,360

Up $2,687 (+101%) from 2014

Net Income

Up

$3,583

Up $2,067 (+136%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$100K$50K$0Assets 2012: $37,467Liabilities 2012: $02012Assets 2013: $37,570Liabilities 2013: $02013Assets 2014: $39,086Liabilities 2014: $02014Assets 2015: $42,669Liabilities 2015: $1Net Assets 2015: $42,6692015Assets 2016: $46,351Liabilities 2016: $1Net Assets 2016: $46,3512016Assets 2017: $48,017Liabilities 2017: $0Net Assets 2017: $48,0172017Assets 2018: $51,068Liabilities 2018: $0Net Assets 2018: $51,0682018Assets 2019: $53,808Liabilities 2019: $0Net Assets 2019: $53,8082019Assets 2020: $55,217Liabilities 2020: $1Net Assets 2020: $55,2172020Assets 2021: $60,217Liabilities 2021: $1Net Assets 2021: $60,2172021Assets 2022: $63,247Liabilities 2022: $1Net Assets 2022: $63,2472022Assets 2023: $84,055Liabilities 2023: $1Net Assets 2023: $84,0552023Assets 2024: $89,840Liabilities 2024: $1Net Assets 2024: $89,8402024Assets 2025: $99,867Liabilities 2025: $0Net Assets 2025: $99,8672025

Highlighted filing

2015

Assets$42,669
Liabilities$1
Net Assets$42,669
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0Revenue 2012: $4,887Expenses 2012: $3,595Net Income 2012: $1,2922012Revenue 2013: $1,525Expenses 2013: $1,422Net Income 2013: $1032013Revenue 2014: $4,189Expenses 2014: $2,673Net Income 2014: $1,5162014Revenue 2015: $8,943Expenses 2015: $5,360Net Income 2015: $3,5832015Revenue 2016: $17,082Expenses 2016: $13,400Net Income 2016: $3,6822016Revenue 2017: $29,749Expenses 2017: $28,083Net Income 2017: $1,6662017Revenue 2018: $7,493Expenses 2018: $4,442Net Income 2018: $3,0512018Revenue 2019: $20,354Expenses 2019: $17,614Net Income 2019: $2,7402019Revenue 2020: $13,080Expenses 2020: $11,671Net Income 2020: $1,4092020Revenue 2021: $23,933Expenses 2021: $18,933Net Income 2021: $5,0002021Revenue 2022: $17,368Expenses 2022: $14,338Net Income 2022: $3,0302022Revenue 2023: $49,146Expenses 2023: $28,338Net Income 2023: $20,8082023Revenue 2024: $40,375Expenses 2024: $34,590Net Income 2024: $5,7852024Revenue 2025: $25,058Expenses 2025: $15,031Net Income 2025: $10,0272025

Highlighted filing

2015

Revenue$8,943
Expenses$5,360
Net Income$3,583
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY T DUMKEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Richard & Sherry Dumke Charitable
EIN
68-0093924
Phone
9252841384
Address
3901 HAPPY VALLEY ROAD, LAFAYETTE, CA 94549

Signing Officer

Name
Sherry T Dumke
Title
President
Signed
2015-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Private Financial Services Corporation
Address
PO BOX 2790, NAPA, CA 94558
Preparer
Marian J Berg
Phone
7072541170
Raw XML Appendix348 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/RecipientPersonNm8TAHOE CITY DOWNTOWN ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9BAY AREA SPORTS HALL OF FAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10MISSION DOLORES ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11PATRICK SWAYZE PANCREATIC CANCER RE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 ST STEPHENS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12121 GEORGE MARK LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210016 FOOTHILL BLVD 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33201 EARHART DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43470 BUSKIRK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5195 HASS PAVILION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61700 OWEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7111 HAYMANN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8425 N LAKE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9465 CALIFORNIA STREET 806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103371 16TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112700 SAND HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORINDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN LEANDRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROSEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CARROLLTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLEASANT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8TAHOE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd770502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd896145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1094114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1194025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0598
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0150
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0150
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0150
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0598
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SHERRY DUMKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03901 HAPPY VALLEY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAFAYETTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094549
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY T DUMKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & SHERRY DUMKE CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0680093924
ReturnHeader/Filer/PhoneNum09252841384
ReturnHeader/Filer/USAddress/AddressLine1Txt03901 HAPPY VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRIVATE FINANCIAL SERVICES CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2790
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072541170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIAN J BERG
ReturnHeader/ReturnTs02015-12-16T10:57:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,669
Liabilities
$1
Net assets
$42,669
Revenue
$8,943
Expenses
$5,360
Net income
$3,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$99.9$0.00$99.9$25.1$15.0$10.0
2024Detailed filing. Detailed filing data is available for this year.$89.8$0.00$89.8$40.4$34.6$5.79
2023Detailed filing. Detailed filing data is available for this year.$84.1$0.00$84.1$49.1$28.3$20.8
2022Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$17.4$14.3$3.03
2021Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$23.9$18.9$5.00
2020Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$13.1$11.7$1.41
2019Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$20.4$17.6$2.74
2018Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$7.49$4.44$3.05
2017Detailed filing. Detailed filing data is available for this year.$48.0$0.00$48.0$29.7$28.1$1.67
2016Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$17.1$13.4$3.68
2015Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$8.94$5.36$3.58
2014Summary only. Only limited summary data is available for this year.$39.1$0.00$4.19$2.67$1.52
2013Summary only. Only limited summary data is available for this year.$37.6$0.00$1.53$1.42$0.10
2012Summary only. Only limited summary data is available for this year.$37.5$0.00$4.89$3.60$1.29