Civic Intelligence

Sherry Griswold Foundation

990PF • Fiscal year 2017 • EIN 35-2461831

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 06, 2018

Organization ProfileN/A
335 Centennial Way Suite 100Tustin, CA 92780-3756

(714) 544-3127

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

8.8%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$2,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$13,692

Up $3,297 (+32%) from 2016

Net Assets

Up

$13,692

Up $3,297 (+32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin61st percentile

Revenue

Up

$37,502

Up $9,001 (+32%) from 2016

Expenses

Up

$34,205

Up $6,599 (+24%) from 2016

Net Income

Up

$3,297

Up $2,402 (+268%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$60K$40K$20K$0Assets 2014: $60,000Liabilities 2014: $0Net Assets 2014: $60,0002014Assets 2015: $9,500Liabilities 2015: $0Net Assets 2015: $9,5002015Assets 2016: $10,395Liabilities 2016: $0Net Assets 2016: $10,3952016Assets 2017: $13,692Liabilities 2017: $0Net Assets 2017: $13,6922017Assets 2018: $24,348Liabilities 2018: $0Net Assets 2018: $24,3482018Assets 2019: $16,921Liabilities 2019: $0Net Assets 2019: $16,9212019Assets 2020: $11,850Liabilities 2020: $0Net Assets 2020: $11,8502020Assets 2021: $17,819Liabilities 2021: $0Net Assets 2021: $17,8192021Assets 2022: $28,420Liabilities 2022: $0Net Assets 2022: $28,4202022Assets 2023: $12,343Liabilities 2023: $0Net Assets 2023: $12,3432023Assets 2024: $58,163Liabilities 2024: $0Net Assets 2024: $58,1632024

Highlighted filing

2017

Assets$13,692
Liabilities$0
Net Assets$13,692
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50K-$100KRevenue 2014: $60,000Expenses 2014: $0Net Income 2014: $60,0002014Revenue 2015: $11,059Expenses 2015: $61,559Net Income 2015: -$50,5002015Revenue 2016: $28,501Expenses 2016: $27,606Net Income 2016: $8952016Revenue 2017: $37,502Expenses 2017: $34,205Net Income 2017: $3,2972017Revenue 2018: $35,003Expenses 2018: $24,347Net Income 2018: $10,6562018Revenue 2019: $35,004Expenses 2019: $42,431Net Income 2019: -$7,4272019Revenue 2020: $45,003Expenses 2020: $50,074Net Income 2020: -$5,0712020Revenue 2021: $38,502Expenses 2021: $32,533Net Income 2021: $5,9692021Revenue 2022: $30,001Expenses 2022: $19,401Net Income 2022: $10,6002022Revenue 2023: $25,002Expenses 2023: $41,079Net Income 2023: -$16,0772023Revenue 2024: $75,002Expenses 2024: $29,181Net Income 2024: $45,8212024

Highlighted filing

2017

Revenue$37,502
Expenses$34,205
Net Income$3,297
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 6, 2018
Return Version
2017v2.2
Mission and Program Overview

Mission

Sherry griswold foundation's purpose is to provide assistance to help support military veterans.

Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARRYL SHEETZ TREASURERTreasurer-$2,500-$2,500
KENNETH G KLING PRESIDENTPresident-$0--
ANTHONY S POCIUNASSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sherry Griswold Foundation
EIN
35-2461831
Address
335 CENTENNIAL WAY SUITE 100, TUSTIN, CA 92780-3756

Signing Officer

Name
Darryl Sheetz Treasurer
Title
Treasurer
Phone
9495530300
Signed
2018-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Thomas P Cox CPA CFP
Address
335 Centennial Way Suite 230, Tustin, CA 92780-3756
Preparer
Thomas P Cox
Phone
7145443127
Raw XML Appendix281 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2130
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0927803756
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL REGISTRY
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARRYL SHEETZ TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09495530300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERRY GRISWOLD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0352461831
ReturnHeader/Filer/USAddress/AddressLine1Txt0335 CENTENNIAL WAY SUITE 100
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927803756
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023ABBE98FA6258783EAD4422D8690E70F623C5E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023ABBE98FA6258783EAD4422D8690E70F623C5E6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03352552018312uubo432
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.250.192.253
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTm018:14:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953791252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas P Cox CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0335 Centennial Way Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927803756
ReturnHeader/PreparerPersonGrp/PhoneNum07145443127
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Cox
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-08T18:12:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,692
Liabilities
$0
Net assets
$13,692
Revenue
$37,502
Expenses
$34,205
Net income
$3,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$75.0$29.2$45.8
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$25.0$41.1$16.1
2022Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$30.0$19.4$10.6
2021Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$38.5$32.5$5.97
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$45.0$50.1$5.07
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$35.0$42.4$7.43
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$35.0$24.3$10.7
2017Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$37.5$34.2$3.30
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$28.5$27.6$0.90
2015Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$11.1$61.6$50.5
2014Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$60.0$0.00$60.0