Civic Intelligence

Sherman Health Foundation

990 • Fiscal year 2015 • EIN 32-0106211

May 01, 2014 to Apr 30, 2015 • Filed on Mar 15, 2016

Organization ProfileWWW.SHERMANHEALTHFOUNDATION.COM
1425 N Randall RoadElgin, IL 60123

(847) 429-2500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,613,204 (-100%) from 2014

Net Assets

Down

$0

Down $1,549,570 (-100%) from 2014

Liabilities

Down

$0

Down $63,634 (-100%) from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $26,425 (-100%) from 2014

Expenses

Down

$0

Down $81,701 (-100%) from 2014

Net Income

Up

$0

Up $55,276 (+100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,296,833Liabilities 2010: $483,715Net Assets 2010: $813,1182010Assets 2011: $1,429,425Liabilities 2011: $594,770Net Assets 2011: $834,6552011Assets 2012: $820,907Liabilities 2012: $9,593Net Assets 2012: $811,3142012Assets 2013: $1,596,785Liabilities 2013: $5,035Net Assets 2013: $1,591,7502013Assets 2014: $1,613,204Liabilities 2014: $63,634Net Assets 2014: $1,549,5702014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,029,1712010Expenses 2011: $587,5832011Expenses 2012: $498,9152012Expenses 2013: $456,4812013Revenue 2014: $26,425Expenses 2014: $81,701Net Income 2014: -$55,2762014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2015

Revenue$0
Expenses$0
Net Income$0
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Mar 15, 2016
Return Version
2014v6.0
Gross Receipts
$0
Mission and Program Overview

Mission

To inspire and steward philanthropy in support of Sherman Health's quest to preserve and restore health for residents of our area.

To provide charitable support to Sherman Health Systems and to operate exclusively for the benefit of Sherman Hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,540,113$0▼ $1,540,113
Land, Buildings, and Equipment, Net$11,633$0▼ $11,633
Pledges and Grants Receivable$885$0▼ $885
Total Assets$1,613,204$0▼ $1,613,204
Other Assets Total$60,573$0▼ $60,573
Liabilities
Accounts Payable and Accrued Expenses$63,634$0▼ $63,634
Total Liabilities$63,634$0▼ $63,634
Net Assets / Fund Balance
Unrestricted Net Assets$826,136$0▼ $826,136
Temporarily Rstr Net Assets$473,434$0▼ $473,434
Permanently Rstr Net Assets$250,000$0▼ $250,000
Total Net Assets Fund Balance$1,549,570$0▼ $1,549,570
Total Liabilities and Net Assets / Fund Balance$1,613,204$0▼ $1,613,204

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$324,273--$324,273-
2013$310,801$13,472--$324,273
2012$57,184$250,000▲ $5,617-$310,801
2011$59,785-▼ $601-$57,184
2010$54,755-▲ $5,030-$59,785
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Terry DunningChair
Charles BurnidgeDirector
Ken KoehlerDirector
Pam JensenDirector
Taffy HofferDirector
Eric KruegerCFO
Linda DeeringSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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 11

“Sherman Health Foundation's (Sherman) financial staff gathers the necessary information for the tax advisor to prepare the Form 990. The tax advisor and financial management review the Form 990. A copy of Form 990 is distributed to the organization's governing body prior to filing.”

Form 990, Part VI, Section B, line 12C

“Each director, principal officer and member of a committee with board-delegated powers shall annually sign a statement, which affirms that such person: a) has received a copy of the conflict of interest policy, b) has read and understands the policy, c) has agreed to comply with the policy, and d) understands that Sherman Health Foundation ("Sherman") is a charitable organization and that in order to maintain federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. All questionnaires are reviewed by the compliance officer and any conflicts are discussed with the Chairman of the Board of Directors or the Compliance Committee. To ensure that Sherman operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted.”

Form 990, Part VI, Section C, line 19

“Sherman's governing documents, conflict of interest policy, and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Sherman Health Foundation
EIN
32-0106211
Phone
8474292500
Address
1425 N Randall Road, Elgin, IL 60123

Signing Officer

Name
Kevin Fitch
Title
VP Finance
Phone
8474292500
Signed
2016-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Dunning
Formed
2004
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Rsm US Llp
Address
1 S WACKER DRIVE STE 800, CHICAGO, IL 60606
Preparer
Wayne Harder
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net Asset Transfer to Advocate Charitable Foundation -1,549,570.”

Raw XML Appendix353 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Sherman Health Foundation day-to-day activities involve Sherman Hospital staff and ensure a close working relationship, mindful of the supported organization needs.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Advocate Sherman Hospital
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IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Net Asset Transfer of entire operations
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Advocate Charitable Foundation
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02014-05-01
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0363297360
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01549570
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IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0Value per Sherman Health Foundation Books and Records
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt03075 Highland Parkway Suite 6
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Downers Grove
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sherman Health Foundation's (Sherman) financial staff gathers the necessary information for the tax advisor to prepare the Form 990. The tax advisor and financial management review the Form 990. A copy of Form 990 is distributed to the organization's governing body prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each director, principal officer and member of a committee with board-delegated powers shall annually sign a statement, which affirms that such person: a) has received a copy of the conflict of interest policy, b) has read and understands the policy, c) has agreed to comply with the policy, and d) understands that Sherman Health Foundation ("Sherman") is a charitable organization and that in order to maintain federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. All questionnaires are reviewed by the compliance officer and any conflicts are discussed with the Chairman of the Board of Directors or the Compliance Committee. To ensure that Sherman operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sherman's governing documents, conflict of interest policy, and financial statements are not available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Net Asset Transfer to Advocate Charitable Foundation -1,549,570.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0473434
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01613204
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01613204
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063634
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt063634
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01549570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01613204
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0826136
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01425 N Randall Road
IRS990/USAddress/CityNm0Elgin
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060123
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SHERMANHEALTHFOUNDATION.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Fitch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum08474292500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherman Health Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0320106211
ReturnHeader/Filer/PhoneNum08474292500
ReturnHeader/Filer/USAddress/AddressLine1Txt01425 N Randall Road
ReturnHeader/Filer/USAddress/CityNm0Elgin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S WACKER DRIVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne Harder
ReturnHeader/ReturnTs02016-03-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.06$1.55$0.03$0.08$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.01$1.59$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.01$0.81$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.59$0.83$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.48$0.81$1.03