Civic Intelligence

Lucy I Sherman Charitable Foundation

990PF • Fiscal year 2021 • EIN 04-3402003

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
55 Broadlawn Park 11AChestnut Hill, MA 02467

(617) 477-3285

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-405%

Higher net margin than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-9.1%

Faster asset growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-76%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$175,379

Down $17,519 (-9.1%) from 2020

Net Assets

Down

$175,379

Down $17,519 (-9.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Down

$4,330

Down $14,071 (-76%) from 2020

Expenses

Down

$21,849

Down $5,256 (-19%) from 2020

Net Income

Down

-$17,519

Down $8,815 (-101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$400K$300K$200K$100K$0Assets 2011: $335,979Liabilities 2011: $02011Assets 2012: $320,843Liabilities 2012: $02012Assets 2013: $314,842Liabilities 2013: $02013Assets 2014: $299,449Liabilities 2014: $02014Assets 2015: $290,421Liabilities 2015: $02015Assets 2018: $218,739Liabilities 2018: $0Net Assets 2018: $218,7392018Assets 2019: $201,602Liabilities 2019: $0Net Assets 2019: $201,6022019Assets 2020: $192,898Liabilities 2020: $0Net Assets 2020: $192,8982020Assets 2021: $175,379Liabilities 2021: $0Net Assets 2021: $175,3792021Assets 2022: $157,759Liabilities 2022: $0Net Assets 2022: $157,7592022Assets 2023: $150,544Liabilities 2023: $0Net Assets 2023: $150,5442023Assets 2024: $130,948Liabilities 2024: $0Net Assets 2024: $130,9482024

Highlighted filing

2021

Assets$175,379
Liabilities$0
Net Assets$175,379
Open 2021 Filing

Operations Trend

Revenue Growth9th percentile

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

$50K$0-$50K-$100KRevenue 2011: -$82,186Expenses 2011: $11,135Net Income 2011: -$93,3212011Revenue 2012: $49Expenses 2012: $15,185Net Income 2012: -$15,1362012Revenue 2013: $2,049Expenses 2013: $8,050Net Income 2013: -$6,0012013Revenue 2014: $4,817Expenses 2014: $20,210Net Income 2014: -$15,3932014Revenue 2015: $6,291Expenses 2015: $15,319Net Income 2015: -$9,0282015Revenue 2018: -$8,603Expenses 2018: $23,533Net Income 2018: -$32,1362018Revenue 2019: $12,174Expenses 2019: $29,311Net Income 2019: -$17,1372019Revenue 2020: $18,401Expenses 2020: $27,105Net Income 2020: -$8,7042020Revenue 2021: $4,330Expenses 2021: $21,849Net Income 2021: -$17,5192021Revenue 2022: $4,621Expenses 2022: $22,249Net Income 2022: -$17,6282022Revenue 2023: $17,150Expenses 2023: $24,365Net Income 2023: -$7,2152023Revenue 2024: $5,439Expenses 2024: $25,035Net Income 2024: -$19,5962024

Highlighted filing

2021

Revenue$4,330
Expenses$21,849
Net Income-$17,519
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY I SHERMANPresident & Treasurer-$0--
RICHARD SABINClerk-$0--
WILLIAM SHERMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lucy I Sherman Charitable Foundation
EIN
04-3402003
Phone
6174773285
Address
55 BROADLAWN PARK 11A, CHESTNUT HILL, MA 02467

Signing Officer

Name
Lucy I Sherman
Title
Trustee
Phone
6174773285
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Sandy Ross
Phone
4012742001
Raw XML Appendix317 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/GrantOrContributionPurposeTxt2SWHEELER - 11/06/22 07:33PM WORKSHEET PRIVATE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0122 E 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11627 STREET NW SUITE 1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21725 I ST NW 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013206
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt055391
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07369
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09867
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09765
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07369
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066678
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059309
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt051
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCY I SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174773285
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCY I SHERMAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCY
ReturnHeader/Filer/EIN0043402003
ReturnHeader/Filer/PhoneNum06174773285
ReturnHeader/Filer/USAddress/AddressLine1Txt055 BROADLAWN PARK 11A
ReturnHeader/Filer/USAddress/CityNm0CHESTNUT HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002467
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAHN LITWIN RENZA & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0951 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002904
ReturnHeader/PreparerPersonGrp/PhoneNum04012742001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDY ROSS
ReturnHeader/ReturnTs02022-11-10T09:57:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LUCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,379
Liabilities
$0
Net assets
$175,379
Revenue
$4,330
Expenses
$21,849
Net income
-$17,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.25$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.17$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05$0.22$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.04$0.22$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.18$0.27$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.12$0.29$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.09$0.24$0.32
2015Summary only. Only limited summary data is available for this year.$2.90$0.00$0.06$0.15$0.09
2014Summary only. Only limited summary data is available for this year.$2.99$0.00$0.05$0.20$0.15
2013Summary only. Only limited summary data is available for this year.$3.15$0.00$0.02$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$3.21$0.00$0.00$0.15$0.15
2011Summary only. Only limited summary data is available for this year.$3.36$0.00$0.82$0.11$0.93