Civic Intelligence

Sherman Glen Inc.

990 • Fiscal year 2024 • EIN 31-1325840

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 13, 2025

Organization ProfileN/A

Refreshing map…

645 Oak StreetLebanon, OH 45036

(513) 695-2207

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$108,209

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

708%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$1,798,983

Up $739,079 (+70%) from 2022

Net Assets

Up

$1,798,900

Up $3,405,662 (+212%) from 2022

Liabilities

Down

$83

Down $2,666,583 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin99th percentile

Revenue

Up

$3,451,482

Up $3,144,700 (+1025%) from 2022

Expenses

Down

$128,135

Down $251,863 (-66%) from 2022

Net Income

Up

$3,323,347

Up $3,396,563 (+4639%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2020: $1,194,499Liabilities 2020: $2,667,813Net Assets 2020: -$1,473,3142020Assets 2021: $1,151,784Liabilities 2021: $2,685,330Net Assets 2021: -$1,533,5462021Assets 2022: $1,059,904Liabilities 2022: $2,666,666Net Assets 2022: -$1,606,7622022Assets 2024: $1,798,983Liabilities 2024: $83Net Assets 2024: $1,798,9002024

Highlighted filing

2024

Assets$1,798,983
Liabilities$83
Net Assets$1,798,900
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $308,338Expenses 2020: $358,598Net Income 2020: -$50,2602020Revenue 2021: $306,348Expenses 2021: $366,580Net Income 2021: -$60,2322021Revenue 2022: $306,782Expenses 2022: $379,998Net Income 2022: -$73,2162022Revenue 2024: $3,451,482Expenses 2024: $128,135Net Income 2024: $3,323,3472024

Highlighted filing

2024

Revenue$3,451,482
Expenses$128,135
Net Income$3,323,347
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$6,241,622
Mission and Program Overview

Mission

RENTAL HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$654,078$0▼ $654,078
Cash and Non-Interest-Bearing Accounts$4,672$28,943▲ $24,271
Prepaid Expenses and Deferred Charges$7,994$0▼ $7,994
Total Assets$1,140,605$1,798,983▲ $658,378
Other Assets Total$473,861$1,770,040▲ $1,296,179
Liabilities
Accounts Payable and Accrued Expenses$40,492$0▼ $40,492
Other Liabilities$2,624,560$83▼ $2,624,477
Total Liabilities$2,665,052$83▼ $2,664,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,524,447$1,798,900▲ $3,323,347
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$-1,524,447$1,798,900▲ $3,323,347
Total Liabilities and Net Assets / Fund Balance$1,140,605$1,798,983▲ $658,378

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$40--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleOtherTotal
Maureen HirdCFO$108,209$108,209

Board Members and Trustees

NameTitle
Linda BurkePresident
Paul RevelsonVice President
Chris HubbardBoard Member
Chris RobinsonBoard Member
David CharpentierBoard Member
Dionne SwiftBoard Member
Mary ReeceBoard Member
Rahul GuptaBoard Member
Soroya SmithBoard Member
Theresa SchneiderBoard Member
Kim HensleySecretary
Matt NolanTreasurer
Mark SousaVice Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$133,564
Investment Income
$3,317,918
Other Revenue
$0
Change in Net Assets
$3,323,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,451,482
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,451,482
Total Revenue per Form 990
$3,451,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,104
Salaries, Compensation, and Employee Benefits$24,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$38,291--$38,291
Other Salaries and Wages$22,197--$22,197
Depreciation Depletion$18,160--$18,160
Interest$14,849--$14,849
Fees for Services Management$10,320--$10,320
Information Technology$3,140--$3,140
Other Expenses$2,262--$2,262
Payroll Taxes$1,834--$1,834
Office Expenses$1,002--$1,002
Insurance$582--$582
Total Functional Expenses$128,135$0$0$128,135

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$128,135
Total Expenses per Audited Statements$128,135
Total Expenses per Form 990$128,135
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$83
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board Review”

Form 990, Part VI, Section B, line 15

“Board Review”

Form 990, Part VI, Section C, line 19

“Board Review”

Filing and Contact Details

Filer

Filer Name
Sherman Glen Inc
EIN
31-1325840
Phone
5136952207
Address
645 Oak Street, Lebanon, OH 45036

Signing Officer

Name
Maureen Hird
Title
CFO
Phone
5136952207
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Hird
Formed
1992
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
13

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“Property sold to Springboro Sherman LP 1/30/24”

Part, XII, Line 2C

“No changes to the process.”

Raw XML AppendixShowing 400 of 518 raw XML fields

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0732
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0133564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0426471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0306445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0306009
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0307606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01480095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0451
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0732
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02510
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt01480095
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0426471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0306445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0306009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0307606
IRS990ScheduleA/Total509Grp/TotalAmt01480095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0134015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0427122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0306782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0306348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0308338
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01482605
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0128135
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01770000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt140
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due from Springboro Sherman LP
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Investment in Springboro Sherman GP LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deposits
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03451482
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01770040
IRS990ScheduleD/TotalExpensesPerForm990Amt0128135
IRS990ScheduleD/TotalLiabilityAmt083
IRS990ScheduleD/TotalRevenuePerForm990Amt03451482
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03451482
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0128135
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Senior Low Income Housing Property
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Springboro Sherman LP
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02024-01-30
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0923492510
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01312223
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0Section 42 LIHTC Partnership
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0645 Oak Street
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Lebanon
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0OH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd045036
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Property sold to Springboro Sherman LP 1/30/24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board Review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board Review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No changes to the process.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part, XII, Line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd01
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0923736711
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.39500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Senior Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SPRINGBORO SHERMAN GP LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0645 Oak Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Lebanon
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045036
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0923492510
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OH

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,798,983
Liabilities
$83
Net assets
$1,798,900
Revenue
$3,451,482
Expenses
$128,135
Net income
$3,323,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$3.45$0.13$3.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$2.67$1.61$0.31$0.38$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$2.69$1.53$0.31$0.37$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$2.67$1.47$0.31$0.36$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $5M-$10M nonprofits