Civic Intelligence

Sherman-Standard Register Foundation

990PF • Fiscal year 2020 • EIN 31-6026027

Dec 01, 2019 to Nov 30, 2020 • Filed on Jul 14, 2021

250 Glenridge RdDayton, OH 45429

(937) 298-4768

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

4th percentile

-208%

Higher net margin than 4% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Down

$645,317

Down $205,625 (-24%) from 2015

Net Assets

Down

$645,317

Down $205,625 (-24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$24,784

Down $8,556 (-26%) from 2015

Expenses

Up

$76,261

Up $58,254 (+324%) from 2015

Net Income

Down

-$51,477

Down $66,810 (-436%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $759,020Liabilities 2012: $0Net Assets 2012: $759,0202012Assets 2013: $805,287Liabilities 2013: $0Net Assets 2013: $805,2872013Assets 2014: $835,609Liabilities 2014: $0Net Assets 2014: $835,6092014Assets 2015: $850,942Liabilities 2015: $0Net Assets 2015: $850,9422015Assets 2020: $645,317Liabilities 2020: $0Net Assets 2020: $645,3172020Assets 2021: $612,467Liabilities 2021: $0Net Assets 2021: $612,4672021Assets 2022: $755,493Liabilities 2022: $0Net Assets 2022: $755,4932022Assets 2023: $756,306Liabilities 2023: $0Net Assets 2023: $756,3062023Assets 2024: $699,988Liabilities 2024: $0Net Assets 2024: $699,9882024

Highlighted filing

2020

Assets$645,317
Liabilities$0
Net Assets$645,317

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $64,0182012Expenses 2013: $9,8382013Revenue 2014: $124,898Expenses 2014: $94,576Net Income 2014: $30,3222014Revenue 2015: $33,340Expenses 2015: $18,007Net Income 2015: $15,3332015Revenue 2020: $24,784Expenses 2020: $76,261Net Income 2020: -$51,4772020Revenue 2021: $26,390Expenses 2021: $68,762Net Income 2021: -$42,3722021Revenue 2022: $32,793Expenses 2022: $66,420Net Income 2022: -$33,6272022Revenue 2023: $25,846Expenses 2023: $71,331Net Income 2023: -$45,4852023Revenue 2024: $32,831Expenses 2024: $89,149Net Income 2024: -$56,3182024

Highlighted filing

2020

Revenue$24,784
Expenses$76,261
Net Income-$51,477
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jul 14, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN Q SHERMAN IIPresident/Trustee-$0--
DAVID E CLAPPERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sherman-standard Register Foundation
EIN
31-6026027
Phone
9372984768
Address
250 GLENRIDGE RD, DAYTON, OH 45429

Signing Officer

Name
John Q Sherman
Title
Trustee
Phone
9372984768
Signed
2021-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Willis & Co CPAs LLC
Address
1210 Meadow Bridge Drive Ste A, Dayton, OH 45434
Preparer
William M Willis CPA
Phone
9374311040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ZIONS BANCORPORATION NA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DODGE & COX INTERNATIONAL STOCK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76BRISTOL-MYYERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77JP MORGAN MIDCAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PRINCIPAL MIDCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TEMPLETON GLOBAL B OND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80CUMMINS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82COVETRUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85NORTHROP GRUMMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86LOCKHEED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MARRIOTT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88OTIS WW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89RESTAURANT BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90RATHEON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TEXAS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VONTIER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VIATRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PARAMETRIC EMERGING
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024556
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012945
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0228
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt037729
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt037729
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012945
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024556
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024556
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-51477
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt026073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09856
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09856
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt076261
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011656
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0130727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0143672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012945
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-51477
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012945
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0645317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0683849
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0645317
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050974
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050974
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050974
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051235
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0261
IRS990PF/DistributableAmountGrp/TotalTaxAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01146157
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06214
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014809
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0616912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0547126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01047966
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0683849
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0645317
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt060723
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt083382
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt083382
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0683849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0645317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01146157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0683849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0645317
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0683849
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0645317
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01040304
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141135
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0899169
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015605
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051235
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01024699
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00

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