Civic Intelligence

The Sherwood Oaks Fund

EIN 20-0106286 • 501(c)3 • Cranberry Township, PA

Profile

The sherwood oaks fund supports capital and operational programs in existence at pittsburgh lifetime care community dba sherwood oaks, an organization exempt from income taxation under irs code section 501 (c) (3).

100 Norman DriveCranberry Township, PA 16066

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

140%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,326,590

Up $518,679 (+29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,326,590

Up $518,679 (+29%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$883,961

Up $515,311 (+140%) from 2023

Expenses

Up

$365,282

Up $236,611 (+184%) from 2023

Net Income

Up

$518,679

Up $278,700 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,480,570Liabilities 2011: $0Net Assets 2011: $1,480,5702011Assets 2012: $1,199,053Liabilities 2012: $0Net Assets 2012: $1,199,0532012Assets 2013: $539,312Liabilities 2013: $0Net Assets 2013: $539,3122013Assets 2014: $1,357,988Liabilities 2014: $0Net Assets 2014: $1,357,9882014Assets 2015: $1,481,030Liabilities 2015: $0Net Assets 2015: $1,481,0302015Assets 2016: $1,259,028Liabilities 2016: $0Net Assets 2016: $1,259,0282016Assets 2017: $1,457,528Liabilities 2017: $0Net Assets 2017: $1,457,5282017Assets 2018: $1,529,921Liabilities 2018: $0Net Assets 2018: $1,529,9212018Assets 2019: $1,570,798Liabilities 2019: $0Net Assets 2019: $1,570,7982019Assets 2020: $1,636,648Liabilities 2020: $0Net Assets 2020: $1,636,6482020Assets 2021: $1,995,431Liabilities 2021: $0Net Assets 2021: $1,995,4312021Assets 2022: $1,567,932Liabilities 2022: $0Net Assets 2022: $1,567,9322022Assets 2023: $1,807,911Liabilities 2023: $0Net Assets 2023: $1,807,9112023Assets 2024: $2,326,590Liabilities 2024: $0Net Assets 2024: $2,326,5902024

Highlighted filing

2024

Assets$2,326,590
Liabilities$0
Net Assets$2,326,590
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $118,733Expenses 2011: $112,822Net Income 2011: $5,9112011Revenue 2012: $15,758Expenses 2012: $297,275Net Income 2012: -$281,5172012Revenue 2013: $277,316Expenses 2013: $937,057Net Income 2013: -$659,7412013Revenue 2014: $871,948Expenses 2014: $53,272Net Income 2014: $818,6762014Revenue 2015: $175,632Expenses 2015: $52,590Net Income 2015: $123,0422015Revenue 2016: $61,108Expenses 2016: $283,110Net Income 2016: -$222,0022016Revenue 2017: $317,446Expenses 2017: $118,946Net Income 2017: $198,5002017Revenue 2018: $173,813Expenses 2018: $101,420Net Income 2018: $72,3932018Revenue 2019: $154,009Expenses 2019: $113,134Net Income 2019: $40,8752019Revenue 2020: $202,809Expenses 2020: $136,957Net Income 2020: $65,8522020Revenue 2021: $496,543Expenses 2021: $137,759Net Income 2021: $358,7842021Revenue 2022: -$125,668Expenses 2022: $301,832Net Income 2022: -$427,5002022Revenue 2023: $368,650Expenses 2023: $128,671Net Income 2023: $239,9792023Revenue 2024: $883,961Expenses 2024: $365,282Net Income 2024: $518,6792024

Highlighted filing

2024

Revenue$883,961
Expenses$365,282
Net Income$518,679
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,326,590
Liabilities
$0
Net assets
$2,326,590
Revenue
$883,961
Expenses
$365,282
Net income
$518,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.88$0.37$0.52
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.37$0.13$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.13$0.30$0.43
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.50$0.14$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.20$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.15$0.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.17$0.10$0.07
2017Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.32$0.12$0.20
2016Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.06$0.28$0.22
2015Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.18$0.05$0.12
2014Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.87$0.05$0.82
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.28$0.94$0.66
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.02$0.30$0.28
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$0.12$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$883,961
Mission and Program Overview

Mission

The sherwood oaks fund supports capital and operational programs in existence at pittsburgh lifetime care community dba sherwood oaks, an organization exempt from income taxation under irs code section 501 (c) (3).

The sherwood oaks fund supports capital and operational programs in existence at pittsburgh lifetime care community dba sherwood oaks, an organization exempt from income taxation under irs code section 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,539,262$2,034,729▲ $495,467
Cash and Non-Interest-Bearing Accounts$268,649$291,861▲ $23,212
Total Assets$1,807,911$2,326,590▲ $518,679
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,601,390$2,105,105▲ $503,715
Net Assets Without Donor Restrictions$206,521$221,485▲ $14,964
Total Net Assets Fund Balance$1,807,911$2,326,590▲ $518,679
Total Liabilities and Net Assets / Fund Balance$1,807,911$2,326,590▲ $518,679

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$854,320$623,789▲ $139,137-$1,505,974
2022$800,287$113,002▲ $60,789-$854,320
2021$942,987$146,399▼ $114,230-$800,287
2020$793,683$103,315▲ $151,989-$942,987
2019$775,624$124,307▲ $23,060-$793,683
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Gary BrandenbergerChairman
Debra PaneiVice Chairman
Beth BrownDirector
Dave CapanDirector
George EhringerDirector
Joseph NowakDirector
Marya Sea KaminskiDirector
Nancy PaulDirector
Annette McpeekSec./treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$654,865
Program Service Revenue
$0
Investment Income
$229,096
Other Revenue
$0
All Other Contributions
$654,865
Change in Net Assets
$518,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$883,961
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$883,961
Total Revenue per Form 990
$883,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$363,469
Other Expenses$1,813
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$232,197--$232,197
Grants to Domestic Individuals$131,272--$131,272
Office Expenses$1,163--$1,163
Fees for Services Accounting$650--$650
Total Functional Expenses$365,282$0$0$365,282

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$365,282
Total Expenses per Audited Statements$365,282
Total Expenses per Form 990$365,282
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Pittsburgh Lifetime Care Community Dba Sherwood OaksCranberry Township, PA501 (c) (3)The Sherwood Oaks Fund Supports Capital and Operational Programs in Existence.$232,197
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
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Complete copy of the form 990 is made available to all board members for review.”

Form 990, Part VI, Section B, Line 12

“The sherwood aoks fund implemented a written conf;ict of interest policy during the 6/30/2010 fiscal year.”

Form 990, Part VI, Section B, Line 15

“The sherwood oaks has no employees so compensation processes were not needed during the fiscal year,”

Form 990, Part VI, Section C, Line 19

“The sherwood oaks fund provides copies of required information upon written request at norman drive address.”

Filing and Contact Details

Filer

Filer Name
The Sherwood Oaks Fund
EIN
20-0106286
Phone
7247768100
Address
100 NORMAN DRIVE, CRANBERRY TOWNSHIP, PA 16066

Signing Officer

Name
Gary Brandenberger
Title
Chairman
Phone
7247768100
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Brandenberger
Formed
2003
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Mcelroy Lawry Cpas LLC
Address
400 MCKNIGHT PARK DRIVE SUITE 401, PITTSBURGH, PA 15237
Preparer
Glenn J Mcelroy CPA
Phone
4123644466
Supplemental Narrative

Financial Statement Notes

Part IV

“The sherwood oaks fund is audited in conjuction with pittsburgh lifetime care community, the organizaton the fund supports. The sherwood oaks fund net assets are listed as a separate line item on the balance sheet of the audited financial statements called beneficial interest in the net assets of the sherwood oaks fund. Further description of the fund can be found in the footnotes of the audited statements.”

Raw XML AppendixShowing 400 of 439 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0GARY BRANDENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH BROWN
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IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE EHRINGER
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SEC./TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0239979
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0128671
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0368650
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0518679
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0200106286
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0232197
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PITTSBURGH LIFETIME CARE COMMUNITY DBA SHERWOOD OAKS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0232197
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0854320
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0623789
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01505974
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0111272
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0139137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0800287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0113002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0854320
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0119758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060789
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt032690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0942987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0146399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0800287
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0142179
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-114230
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0793683
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0103315
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0942987
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0106000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0151989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0775624
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0124307
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0793683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0129308
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023060
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0365282
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0883961
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SHERWOOD OAKS FUND IS AUDITED IN CONJUCTION WITH PITTSBURGH LIFETIME CARE COMMUNITY, THE ORGANIZATON THE FUND SUPPORTS. THE SHERWOOD OAKS FUND NET ASSETS ARE LISTED AS A SEPARATE LINE ITEM ON THE BALANCE SHEET OF THE AUDITED FINANCIAL STATEMENTS CALLED BENEFICIAL INTEREST IN THE NET ASSETS OF THE SHERWOOD OAKS FUND. FURTHER DESCRIPTION OF THE FUND CAN BE FOUND IN THE FOOTNOTES OF THE AUDITED STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0365282
IRS990ScheduleD/TotalRevenuePerForm990Amt0883961
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0883961
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0365282
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0131272
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0120
IRS990ScheduleI/RecipientTable/CashGrantAmt0232197
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE SHERWOOD OAKS FUND SUPPORTS CAPITAL AND OPERATIONAL PROGRAMS IN EXISTENCE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE PITTSBURGH LIFETIME CARE COMMUNITY DBA SHERWOOD OAKS
IRS990ScheduleI/RecipientTable/RecipientEIN0251335247
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 NORMAN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CRANBERRY TOWNSHIP
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd016066
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SHERWOOD AOKS FUND IMPLEMENTED A WRITTEN CONF;ICT OF INTEREST POLICY DURING THE 6/30/2010 FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SHERWOOD OAKS HAS NO EMPLOYEES SO COMPENSATION PROCESSES WERE NOT NEEDED DURING THE FISCAL YEAR,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SHERWOOD OAKS FUND PROVIDES COPIES OF REQUIRED INFORMATION UPON WRITTEN REQUEST AT NORMAN DRIVE ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0UPMC SENIOR COMMUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PITTSBURGH LIFETIME CARE COMMUNITY DBA SHERWOOD OAKS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251335247
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTINUING CARE RETIREMENT COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509 (A) (2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 NORMAN DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CRANBERRY TOWNSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd016066
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01807911
IRS990/TotalAssetsEOYAmt02326590
IRS990/TotalAssetsGrp/BOYAmt01807911
IRS990/TotalAssetsGrp/EOYAmt02326590
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0654865
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0365282
IRS990/TotalFunctionalExpensesGrp/TotalAmt0365282
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01807911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02326590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0365282
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0229096
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0883961
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01807911
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02326590
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

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