Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2020 • EIN 33-0463530
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
46th percentile
Faster revenue growth than 46% of similar nonprofits.
Assets
Down$141,293
Down $20,739 (-13%) from 2019
Net Assets
Down$141,293
Down $20,739 (-13%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$101,805
Down $22,695 (-18%) from 2019
Expenses
Up$122,544
Up $41,503 (+51%) from 2019
Net Income
Down-$20,739
Down $64,198 (-148%) from 2019
To support public welfare, charitable and educational purposes.
To support public welfare, charitable, and educational purposes.
| Description | Grants | Expenses |
|---|---|---|
| RENDER FINANCIAL SUPPORT TO NON-PROFIT ORGANIZATIONS BENEFITTING PUBLIC WELFARE, CHARITABLE AND EDUCATIONAL PURPOSES THROUGH GRANTS AND DONATIONS. | $95,750 | $95,750 |
| RENDER ASSISTANCE TO CALIFORNIA PUBLIC AGENCIES BY SERVING AS A COUNTERPARTY TO FINANCING AGREEMENTS FOR THE ACQUISITION OR IMPROVEMENT OF REAL AND PERSONAL PROPERTY FOR THE PUBLIC BENEFIT. | - | $26,794 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WILLIAM MORTON | Secretary | - | $0 | - | - |
| STEFAN A MORTON | Treasurer | - | $0 | - | - |
| WILLIAM J FAWELL | Chairman | - | $0 | - | - |
| STEPHEN DEWAR | Director | - | $0 | - | - |
“Name: sherwood charitable foundation address: 320 w. Stafford road thousand oaks, ca 91361 cash contribution: 12,500 name: sherwood charitable foundation address: 320 w. Stafford road thousand oaks, ca 91361 cash contribution: 14,250 name: west valley food pantry address: 5700 rudnick avenue woodland hills, ca 91367 cash contribution: 10,000 name: judicial watch address: 2540 huntington drive pasadena, ca 91108 cash contribution: 10,000 name: seacrest foundation address: 211 saxony road encinitas, ca 92024 cash contribution: 25,000”
“Expenses acceptance fees 2,400 bank service fees 315 notary fees 1,780 postage & delivery 1,823 tax & license 75 custodial fees 3,400 office expense 119 reporting fee 1,200 total 11,112”
“Office equipment 3,695 0 total 3,695 0”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | WILLIAM MORTON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | STEFAN A MORTON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | WILLIAM J FAWELL |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | STEPHEN DEWAR |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | WILLIAM MORTON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8057191236 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2945 TOWNSGATE ROAD SUITE 200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WESTLAKE VILLAGE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91361 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 158337 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 141293 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 3695 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -20739 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 15682 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 162032 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 141293 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -3695 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 95750 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105500 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 162032 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 141293 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 162032 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 141293 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WILLIAM MORTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEFAN A MORTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WILLIAM J FAWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEPHEN DEWAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3695 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11112 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT PUBLIC WELFARE, CHARITABLE, AND EDUCATIONAL PURPOSES. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 105500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | RENDER ASSISTANCE TO CALIFORNIA PUBLIC AGENCIES BY SERVING AS A COUNTERPARTY TO FINANCING AGREEMENTS FOR THE ACQUISITION OR IMPROVEMENT OF REAL AND PERSONAL PROPERTY FOR THE PUBLIC BENEFIT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | RENDER FINANCIAL SUPPORT TO NON-PROFIT ORGANIZATIONS BENEFITTING PUBLIC WELFARE, CHARITABLE AND EDUCATIONAL PURPOSES THROUGH GRANTS AND DONATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 95750 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 26794 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 95750 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 122544 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 122544 |
| IRS990EZ/TotalRevenueAmt | 0 | 101805 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 105500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 124500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 67500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 132500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 161500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 591500 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 591500 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 105500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 124500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 67500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 132500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 161500 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 591500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 105500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 124500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 67500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 132500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 161500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 591500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: SHERWOOD CHARITABLE FOUNDATION ADDRESS: 320 W. STAFFORD ROAD THOUSAND OAKS, CA 91361 CASH CONTRIBUTION: 12,500 NAME: SHERWOOD CHARITABLE FOUNDATION ADDRESS: 320 W. STAFFORD ROAD THOUSAND OAKS, CA 91361 CASH CONTRIBUTION: 14,250 NAME: WEST VALLEY FOOD PANTRY ADDRESS: 5700 RUDNICK AVENUE WOODLAND HILLS, CA 91367 CASH CONTRIBUTION: 10,000 NAME: JUDICIAL WATCH ADDRESS: 2540 HUNTINGTON DRIVE PASADENA, CA 91108 CASH CONTRIBUTION: 10,000 NAME: SEACREST FOUNDATION ADDRESS: 211 SAXONY ROAD ENCINITAS, CA 92024 CASH CONTRIBUTION: 25,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ACCEPTANCE FEES 2,400 BANK SERVICE FEES 315 NOTARY FEES 1,780 POSTAGE & DELIVERY 1,823 TAX & LICENSE 75 CUSTODIAL FEES 3,400 OFFICE EXPENSE 119 REPORTING FEE 1,200 TOTAL 11,112 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | OFFICE EQUIPMENT 3,695 0 TOTAL 3,695 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM MORTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8057191236 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-02-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PUBLIC PROPERTY FINANCING |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CORPORATION OF CALIFORNIA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PUBL |
| ReturnHeader/Filer/EIN | 0 | 330463530 |
| ReturnHeader/Filer/PhoneNum | 0 | 8057191236 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2945 TOWNSGATE ROAD SUITE 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WESTLAKE VILLAGE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91361 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954192266 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROSCHKE & WALL BUSINESS ADV AND CPAS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 30300 AGOURA RD 250 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | AGOURA HILLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 913015417 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8189911099 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-02-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KIMBERLY A WALL |
| ReturnHeader/ReturnTs | 0 | 2021-02-24T15:39:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | WILLIAM |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MORTON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.