Civic Intelligence

Richard & Sherry Dumke Charitable Foundation

990PF • Fiscal year 2025 • EIN 68-0093924

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 21, 2025

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

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$99,867

Up $10,027 (+11%) from 2024

Net Assets

Up

$99,867

Up $10,027 (+11%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin89th percentile

Revenue

Down

$25,058

Down $15,317 (-38%) from 2024

Expenses

Down

$15,031

Down $19,559 (-57%) from 2024

Net Income

Up

$10,027

Up $4,242 (+73%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2025

Assets$99,867
Liabilities$0
Net Assets$99,867
Open 2025 Filing

Operations Trend

Revenue Growth13th 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

2025

Revenue$25,058
Expenses$15,031
Net Income$10,027
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY T DUMKEPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO HELP ENSURE THE SUCCESSFUL COMPLETION OF CRITICAL ENVIRONMENTAL IMPROVEMENT PROJECTS THAT RESTORE THE LAKE'S FAMED CLARITY, IMPROVE AND EXPAND OUTDOOR RECREATION, AND EDUCATE THE PUBLIC ON HOW TO BETTER CARE FOR OUR ENVIRONMENT.PCTAHOE CITY, CA, US$5,000
Paid Grant-TO DEEPEN YOUR UNDERSTANDING OF THE EPISCOPALIAN FAITH AND YOUR RELATIONSHIP WITH GOD.PCBELVEDERE, CA, US$1,500
Paid Grant-RESEARCH FOR CURE OF MULTIPLE SCLEROSISPCNEW YORK, NY, US$1,000
Paid Grant-SECURE LASTING CONSERVATION FOR OUR FAVORITE MOUNTAIN PLACES.PCNEVADA CITY, CA, US$1,000
Paid Grant-TO PROVIDE REVENUE THROUGH PRIVATE RESOURCES AND SERVE AS A PHILANTHROPIC AND ENTERPRENEURIAL PARTNER TO THE UNIVERSITY.PCGAINESVILLE, FL, US$500
Paid Grant-TO DISCOVER, EMPOWER AND SUPPORT YOUTH LEADERS WHO ARE TAKING ACTION TO RAISE AWARENESS, INSPIRE AND DESIGN A HEALTHIER, MORE INCLUSIVE AND RESPONSIBLE DIGITAL WORLD.PCOAKLAND, CA, US$250
Paid Grant-COMMUNITY SERVICEPCLAFAYETTE, CA, US$100
Paid Grant-PROMOTE EDUCATIONAL OPPORTUNITIESPCBERKELEY, CA, US$50
Paid Grant-TO PROVIDE URGENTLY NEEDED HUMANITARIAN AID IN MOMENTS OFR CRISIS AND CONFLICT.PCNEW YORK, NY, US$35
Paid Grant-WORKS IN THE FIELD OF HISTORIC PRESERVATION IN THE UNITED STATES.PCWASHINGTON, DC, US$25
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
2025-10-21
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 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERRY T DUMKE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03901 HAPPY VALLEY ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTE EDUCATIONAL OPPORTUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH FOR CURE OF MULTIPLE SCLEROSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SECURE LASTING CONSERVATION FOR OUR FAVORITE MOUNTAIN PLACES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO DEEPEN YOUR UNDERSTANDING OF THE EPISCOPALIAN FAITH AND YOUR RELATIONSHIP WITH GOD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO HELP ENSURE THE SUCCESSFUL COMPLETION OF CRITICAL ENVIRONMENTAL IMPROVEMENT PROJECTS THAT RESTORE THE LAKE'S FAMED CLARITY, IMPROVE AND EXPAND OUTDOOR RECREATION, AND EDUCATE THE PUBLIC ON HOW TO BETTER CARE FOR OUR ENVIRONMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO DISCOVER, EMPOWER AND SUPPORT YOUTH LEADERS WHO ARE TAKING ACTION TO RAISE AWARENESS, INSPIRE AND DESIGN A HEALTHIER, MORE INCLUSIVE AND RESPONSIBLE DIGITAL WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7WORKS IN THE FIELD OF HISTORIC PRESERVATION IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO PROVIDE URGENTLY NEEDED HUMANITARIAN AID IN MOMENTS OFR CRISIS AND CONFLICT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO PROVIDE REVENUE THROUGH PRIVATE RESOURCES AND SERVE AS A PHILANTHROPIC AND ENTERPRENEURIAL PARTNER TO THE UNIVERSITY.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7NATIONAL TRUST FOR HISTORIC PRESERV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9UNIVERSITY OF FLORIDA FOUNDATION
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/RecipientUSAddress/AddressLine1Txt02080 ADDISON STREET SUITE 4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1733 THIRD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3408 BROAD STREET 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43 BAYVIEW AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5P O BOX 7124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6195 41ST STREET 11356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7600 14TH STREET NW SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt840 RECTOR ST 16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91938 W UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAFAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEVADA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BELVEDERE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TAHOE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395959
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd596145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd932603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09460
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/AppliedToCurrentYearAmt013175
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018030
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03648
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013175
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035623
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040362
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/TotalContributionsAmt016500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05447
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PRIVATE FINANCIAL SERVICES - ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03632
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01815
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY T DUMKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-10-21T16:17:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,867
Liabilities
$0
Net assets
$99,867
Revenue
$25,058
Expenses
$15,031
Net income
$10,027
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