Civic Intelligence

The Dunham Charitable Foundation Co Westwood Trust

990PF • Fiscal year 2022 • EIN 76-0554767

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 15, 2022

Organization Profile
10000 Memorial Drive Suite 650Houston, TX 77024

(713) 683-7070

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

98th percentile

172%

Higher net margin than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

15th percentile

-12%

Faster asset growth than 15% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,189,405

Down $452,702 (-12%) from 2021

Net Assets

Down

$3,189,405

Down $452,702 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$262,855

Down $1,069,322 (-133%) from 2021

Expenses

Down

$189,847

Down $1,877 (-1.0%) from 2021

Net Income

Down

-$452,702

Down $1,067,445 (-174%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,284,762Liabilities 2011: $02011Assets 2012: $2,923,000Liabilities 2012: $02012Assets 2013: $2,930,356Liabilities 2013: $02013Assets 2014: $2,889,692Liabilities 2014: $02014Assets 2015: $2,935,458Liabilities 2015: $02015Assets 2018: $2,867,500Liabilities 2018: $0Net Assets 2018: $2,867,5002018Assets 2019: $2,849,883Liabilities 2019: $0Net Assets 2019: $2,849,8832019Assets 2020: $3,027,364Liabilities 2020: $0Net Assets 2020: $3,027,3642020Assets 2021: $3,642,107Liabilities 2021: $0Net Assets 2021: $3,642,1072021Assets 2022: $3,189,405Liabilities 2022: $0Net Assets 2022: $3,189,4052022Assets 2023: $3,155,368Liabilities 2023: $0Net Assets 2023: $3,155,3682023Assets 2024: $3,162,536Liabilities 2024: $0Net Assets 2024: $3,162,5362024Assets 2025: $3,087,520Liabilities 2025: $0Net Assets 2025: $3,087,5202025

Highlighted filing

2022

Assets$3,189,405
Liabilities$0
Net Assets$3,189,405
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $159,150Expenses 2011: $16,278Net Income 2011: $142,8722011Revenue 2012: $109,513Expenses 2012: $471,275Net Income 2012: -$361,7622012Revenue 2013: $217,593Expenses 2013: $210,237Net Income 2013: $7,3562013Revenue 2014: $137,700Expenses 2014: $178,364Net Income 2014: -$40,6642014Revenue 2015: $227,949Expenses 2015: $182,183Net Income 2015: $45,7662015Revenue 2018: $284,744Expenses 2018: $181,584Net Income 2018: $103,1602018Revenue 2019: $193,700Expenses 2019: $211,317Net Income 2019: -$17,6172019Revenue 2020: $372,770Expenses 2020: $195,289Net Income 2020: $177,4812020Revenue 2021: $806,467Expenses 2021: $191,724Net Income 2021: $614,7432021Revenue 2022: -$262,855Expenses 2022: $189,847Net Income 2022: -$452,7022022Revenue 2023: $132,857Expenses 2023: $162,528Net Income 2023: -$29,6712023Revenue 2024: $182,672Expenses 2024: $175,504Net Income 2024: $7,1682024Revenue 2025: $114,914Expenses 2025: $189,930Net Income 2025: -$75,0162025

Highlighted filing

2022

Revenue-$262,855
Expenses$189,847
Net Income-$452,702
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARCHIE DUNHAMPres/Director-$0--
LINDA DUNHAMVP/Director-$0--
LAURA SHOOKVP/Director-$0--
CARY DUNHAMVP/Director-$0--
STEVE DUNHAMVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Dunham Charitable Foundation
EIN
76-0554767
In Care Of
% WESTWOOD TRUST
Phone
7136837070
Address
10000 Memorial Drive Suite 650, Houston, TX 77024

Signing Officer

Name
Archie Dunham
Title
president
Phone
7134994600
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
2700 Post Oak Blvd Ste 1500, HOUSTON, TX 77056
Preparer
John W Steffes
Phone
7134994600
Raw XML Appendix381 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHMENT LIST
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01150231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01898880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01612528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHMENT LIST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARCHIE DUNHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA DUNHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SUMMIT COMMUNITY CARE CLINIC INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17887 San Felipe St Ste 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2929 Gessner Suite 2650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34848 Loop Central Drive Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt418806 Roberts Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 4337
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 4486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt710632 FM 2621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt824200 Dana Point Harbor Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 6072
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Houston
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Dana Point
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt078
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARCHIE DUNHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum07134994600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Dunham Charitable Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Westwood Trust
ReturnHeader/Filer/BusinessNameControlTxt0DUNH
ReturnHeader/Filer/EIN0760554767
ReturnHeader/Filer/InCareOfNm0% WESTWOOD TRUST
ReturnHeader/Filer/PhoneNum07136837070
ReturnHeader/Filer/USAddress/AddressLine1Txt010000 Memorial Drive Suite 650
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ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 Post Oak Blvd Ste 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07134994600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Steffes
ReturnHeader/ReturnTs02023-01-30T11:11:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARCHIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUNHAM
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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
$3,189,405
Liabilities
$0
Net assets
$3,189,405
Revenue
-$262,855
Expenses
$189,847
Net income
-$452,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.11$0.19$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.18$0.18$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.13$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.26$0.19$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.81$0.19$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.37$0.20$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.19$0.21$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.28$0.18$0.10
2015Summary only. Only limited summary data is available for this year.$2.94$0.00$0.23$0.18$0.05
2014Summary only. Only limited summary data is available for this year.$2.89$0.00$0.14$0.18$0.04
2013Summary only. Only limited summary data is available for this year.$2.93$0.00$0.22$0.21$0.01
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.11$0.47$0.36
2011Summary only. Only limited summary data is available for this year.$3.28$0.00$0.16$0.02$0.14