Civic Intelligence

Sherman Harriet M Mem Tr UW

EIN 03-6010182 • 501(c)3 • Buffalo, NY

Profile

Trust operates exclusively to make distributions to the New England Kurn Hattin Homes, also known as the Kurn Hattin Homes for Children, in Westminster, Vermont, for the permanent support and maintenance of the said institution.

PO Box 1504Buffalo, NY 14240

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

36%

Higher net margin than 65% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$25,514

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,349,444

Up $57,365 (+2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,349,444

Up $57,365 (+2.5%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin65th percentile

Revenue

Down

$161,615

Down $34,455 (-18%) from 2023

Expenses

Up

$103,310

Up $4,469 (+4.5%) from 2023

Net Income

Down

$58,305

Down $38,924 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,034,201Liabilities 2018: $0Net Assets 2018: $2,034,2012018Assets 2019: $2,065,835Liabilities 2019: $0Net Assets 2019: $2,065,8352019Assets 2020: $2,019,964Liabilities 2020: $0Net Assets 2020: $2,019,9642020Assets 2021: $2,167,252Liabilities 2021: $0Net Assets 2021: $2,167,2522021Assets 2022: $2,194,200Liabilities 2022: $0Net Assets 2022: $2,194,2002022Assets 2023: $2,292,079Liabilities 2023: $0Net Assets 2023: $2,292,0792023Assets 2024: $2,349,444Liabilities 2024: $0Net Assets 2024: $2,349,4442024

Highlighted filing

2024

Assets$2,349,444
Liabilities$0
Net Assets$2,349,444
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $143,995Expenses 2018: $109,046Net Income 2018: $34,9492018Revenue 2019: $132,865Expenses 2019: $102,318Net Income 2019: $30,5472019Revenue 2020: $51,760Expenses 2020: $99,787Net Income 2020: -$48,0272020Revenue 2021: $250,333Expenses 2021: $103,042Net Income 2021: $147,2912021Revenue 2022: $126,299Expenses 2022: $99,875Net Income 2022: $26,4242022Revenue 2023: $196,070Expenses 2023: $98,841Net Income 2023: $97,2292023Revenue 2024: $161,615Expenses 2024: $103,310Net Income 2024: $58,3052024

Highlighted filing

2024

Revenue$161,615
Expenses$103,310
Net Income$58,305
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,349,444
Liabilities
$0
Net assets
$2,349,444
Revenue
$161,615
Expenses
$103,310
Net income
$58,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.16$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.20$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.13$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.25$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.05$0.10$0.05
2019Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.13$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.14$0.11$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$746,150
Mission and Program Overview

Mission

Trust operates exclusively to make distributions to the New England Kurn Hattin Homes, also known as the Kurn Hattin Homes for Children, in Westminster, Vermont, for the permanent support and maintenance of the said institution.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,292,079$2,349,444▲ $57,365
Investments Other Securities$2,221,082$2,187,767▼ $33,315
Savings and Temporary Cash Investments$70,997$161,677▲ $90,680
Total Assets$2,292,079$2,349,444▲ $57,365
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,292,079$2,349,444▲ $57,365
Total Liabilities and Net Assets / Fund Balance$2,292,079$2,349,444▲ $57,365
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleBaseTotal
-Trustee$25,514$25,514
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$161,615
Other Revenue
$0
Change in Net Assets
$58,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,772
Salaries, Compensation, and Employee Benefits$25,514
Other Expenses$4,024
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,772--$73,772
Current Officers, Directors, Trustees, and Key Employees-$25,514-$25,514
Fees for Services Legal-$2,404-$2,404
Fees for Services Accounting-$900-$900
All Other Expenses-$720-$720
Total Functional Expenses$73,772$29,538$0$103,310
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“M & t, fiduciary trustee, hours as needed.”

Filing and Contact Details

Filer

Filer Name
Sherman Harriet M Mem Tr Uw
EIN
03-6010182
Phone
7168424366
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
7168424366
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1901
Legal Domicile
Vt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 Transaction Posted in 2024 922.07, 2024 Transaction Posted in 2025 -2,288.19, Adjustment to Income 937.07, Rounding 39.00.Accrued Interest -100.02, 2023 Market Discount -396.05, Shell Finance -103.75, Rounding -9.80. ROC -302.22”

Raw XML Appendix333 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trust has a close connection with the New England Kurn Hattin Homes. In addition to being Trusts beneficiary, the Trust has an ongoing relationship with the organization, which includes providing an annual statement to the organization, engaging in communications, and taking into account input that the beneficiary may have.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D PART 2 AND 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5M & T, FIDUCIARY TRUSTEE, HOURS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62023 Transaction Posted in 2024 922.07, 2024 Transaction Posted in 2025 -2,288.19, Adjustment to Income 937.07, Rounding 39.00.Accrued Interest -100.02, 2023 Market Discount -396.05, Shell Finance -103.75, Rounding -9.80. ROC -302.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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