Civic Intelligence

Richard & Sherry Dumke Charitable Foundation

990PF • Fiscal year 2018 • EIN 68-0093924

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

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

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

6.4%

Faster asset growth than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$51,068

Up $3,051 (+6.4%) from 2017

Net Assets

Up

$51,068

Up $3,051 (+6.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$7,493

Down $22,256 (-75%) from 2017

Expenses

Down

$4,442

Down $23,641 (-84%) from 2017

Net Income

Up

$3,051

Up $1,385 (+83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2018

Assets$51,068
Liabilities$0
Net Assets$51,068
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$7,493
Expenses$4,442
Net Income$3,051
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Marian J Berg Apc
Address
PO BOX 2790, NAPA, CA 94558
Preparer
Marian J Berg
Phone
7072541173
Raw XML Appendix349 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/GrantOrContributionPurposeTxt2TO BEAUTIFY, MAINTAIN AND RENOVATE THE GREENSCAPE AND PUBLIC BUILDINGS IN CITY OF PIEDMONT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5NEIGHBORHOOD WELLNESS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9PROVIDE AFFORDABLE HEALTH CARE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8NATIONAL TRUST FOR HISTORICAL PRES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9PLANNED PARENTHOOD
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/RecipientUSAddress/AddressLine1Txt0733 THIRD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110069 W RIVER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2120 VISTA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38551 N 125TH EAST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4408 BROAD STREET 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt510121 PINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63491 MT DIABLO BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7110 SPROUL HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82600 VIRGINIA AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91650 VALENCIA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TRUCKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PIEDMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OWASSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEVADA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TRUCKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LAFAYETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495959
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd596161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd820037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04360
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/AppliedToCurrentYearAmt04415
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07060
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021134
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03778
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04415
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024912
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028344
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/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt017
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt17
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY T DUMKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
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/PreparerFirmEIN0943027922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIAN J BERG APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2790
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094558
ReturnHeader/PreparerPersonGrp/PhoneNum07072541173
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIAN J BERG
ReturnHeader/ReturnTs02018-11-05T11:17:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,068
Liabilities
$0
Net assets
$51,068
Revenue
$7,493
Expenses
$4,442
Net income
$3,051
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