Civic Intelligence

Sherman Family Foundation Trust

EIN 25-6632582 • Bethlehem, PA

20 West Market StreetBethlehem, PA 18018
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-3327%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-59%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $54,015 (-100%) from 2022

Liabilities

Down

$0

Down $12 (-100%) from 2022

Net Assets

Down

$0

Down $54,003 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$2,039

Down $2,987 (-59%) from 2022

Expenses

Up

$69,882

Up $64,439 (+1184%) from 2022

Net Income

Down

-$67,843

Down $67,426 (-16169%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0Assets 2011: $54,021Liabilities 2011: $123Net Assets 2011: $53,8982011Assets 2013: $50,694Liabilities 2013: $148Net Assets 2013: $50,5462013Assets 2014: $51,547Liabilities 2014: $213Net Assets 2014: $51,3342014Assets 2015: $47,686Liabilities 2015: $281Net Assets 2015: $47,4052015Assets 2016: $49,572Liabilities 2016: $297Net Assets 2016: $49,2752016Assets 2017: $52,146Liabilities 2017: $392Net Assets 2017: $51,7542017Assets 2018: $56,109Liabilities 2018: $4,262Net Assets 2018: $51,8472018Assets 2019: $53,803Liabilities 2019: $652Net Assets 2019: $53,1512019Assets 2020: $53,701Liabilities 2020: $12Net Assets 2020: $53,6892020Assets 2021: $56,650Liabilities 2021: $2,230Net Assets 2021: $54,4202021Assets 2022: $54,015Liabilities 2022: $12Net Assets 2022: $54,0032022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $5,5852011Revenue 2013: $2,651Expenses 2013: $2,560Net Income 2013: $912013Revenue 2014: $4,672Expenses 2014: $3,884Net Income 2014: $7882014Revenue 2015: $4,287Expenses 2015: $8,216Net Income 2015: -$3,9292015Revenue 2016: $7,080Expenses 2016: $5,210Net Income 2016: $1,8702016Revenue 2017: $5,931Expenses 2017: $3,452Net Income 2017: $2,4792017Revenue 2018: $5,508Expenses 2018: $5,415Net Income 2018: $932018Revenue 2019: $6,099Expenses 2019: $4,795Net Income 2019: $1,3042019Revenue 2020: $5,754Expenses 2020: $5,216Net Income 2020: $5382020Revenue 2021: $5,590Expenses 2021: $4,859Net Income 2021: $7312021Revenue 2022: $5,026Expenses 2022: $5,443Net Income 2022: -$4172022Revenue 2023: $2,039Expenses 2023: $69,882Net Income 2023: -$67,8432023

Highlighted filing

2023

Revenue$2,039
Expenses$69,882
Net Income-$67,843
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,039
Expenses
$69,882
Net income
-$67,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.04$69.9$67.8
2022Detailed filing. Detailed filing data is available for this year.$54.0$0.01$54.0$5.03$5.44$0.42
2021Detailed filing. Detailed filing data is available for this year.$56.7$2.23$54.4$5.59$4.86$0.73
2020Detailed filing. Detailed filing data is available for this year.$53.7$0.01$53.7$5.75$5.22$0.54
2019Detailed filing. Detailed filing data is available for this year.$53.8$0.65$53.2$6.10$4.80$1.30
2018Detailed filing. Detailed filing data is available for this year.$56.1$4.26$51.8$5.51$5.42$0.09
2017Detailed filing. Detailed filing data is available for this year.$52.1$0.39$51.8$5.93$3.45$2.48
2016Detailed filing. Detailed filing data is available for this year.$49.6$0.30$49.3$7.08$5.21$1.87
2015Detailed filing. Detailed filing data is available for this year.$47.7$0.28$47.4$4.29$8.22$3.93
2014Detailed filing. Detailed filing data is available for this year.$51.5$0.21$51.3$4.67$3.88$0.79
2013Detailed filing. Detailed filing data is available for this year.$50.7$0.15$50.5$2.65$2.56$0.09
2011Detailed filing. Detailed filing data is available for this year.$54.0$0.12$53.9$5.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Sep 30, 2023
Signed
Aug 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY S BROWNChairman-$0--
TIMOTHY SILFIESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sherman Family Foundation Trust
EIN
25-6632582
Phone
6109978780
Address
20 WEST MARKET STREET, BETHLEHEM, PA 18018

Signing Officer

Name
Shelley Brown
Title
Chairman
Phone
6109978780
Signed
2024-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Herbein Company Inc
Address
7010 SNOWDRIFT RD SUITE 400, ALLENTOWN, PA 18106
Preparer
Jeanettee M Grick-hassis CPA
Phone
6108718202
Raw XML Appendix309 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0BOND FUNDS, EQUITY FUNDS AND CASH HELD IN THE FOUNDATION'S CHARLES SCHWAB ACCOUNT WERE DIRECTLY TRANSFERRED TO A CHARLES SCHWAB CHARITABLE DONOR-ADVISED FUND ON SEPTEMBER 7, 2023.
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0START A DONOR-ADVISED FUND TO CONTINUE THE CHARITABLE GIVING SET OUT BY THIS FOUNDATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHERMAN FAMILY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SAME TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 W MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BETHLEHEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065902
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03343
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062559
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt062559
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065902
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt021
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062559
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt021
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt062559
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02296
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03343
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE TRANSFERED ON 9/7/2023 TO A DONOR ADVISOR FUND IN CHARLES SCHWAB.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0140
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013840
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNRALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt012
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO TRUSTEE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0140
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06109978780
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERMAN FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0256632582
ReturnHeader/Filer/PhoneNum06109978780
ReturnHeader/Filer/USAddress/AddressLine1Txt020 WEST MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232415973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERBEIN COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07010 SNOWDRIFT RD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLENTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018106
ReturnHeader/PreparerPersonGrp/PhoneNum06108718202
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEANETTEE M GRICK-HASSIS CPA
ReturnHeader/ReturnTs02024-08-12T15:16:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02023

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