Civic Intelligence

Sherry Griswold Foundation

990PF • Fiscal year 2021 • EIN 35-2461831

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

59th percentile

16%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$2,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

50%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-14%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$17,819

Up $5,969 (+50%) from 2020

Net Assets

Up

$17,819

Up $5,969 (+50%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin59th percentile

Revenue

Down

$38,502

Down $6,501 (-14%) from 2020

Expenses

Down

$32,533

Down $17,541 (-35%) from 2020

Net Income

Up

$5,969

Up $11,040 (+218%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2021

Assets$17,819
Liabilities$0
Net Assets$17,819
Open 2021 Filing

Operations Trend

Revenue Growth35th 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

2021

Revenue$38,502
Expenses$32,533
Net Income$5,969
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARRYL C 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
Title
Treasurer
Phone
9495530300
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Thomas P Cox CPACFP
Address
335 Centennial Way Suite 230, Tustin, CA 92780-3756
Preparer
Thomas P Cox
Phone
7145443127
Raw XML Appendix288 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/RevenueAndExpensesPerBooksAmt11
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THE KLING FAMILY FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1K G KLING
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1335 CENTENNIAL WAY SUITE 100
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd192780
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/Amt20
TaxesSchedule/TaxesDetail/CategoryTxt0ATTORNEY GENERAL REGISTRY
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DARRYL SHEETZ
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERRY GRISWOLD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0352461831
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953791252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas P Cox CPACFP
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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Cox
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T13:00:41-05:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,819
Liabilities
$0
Net assets
$17,819
Revenue
$38,502
Expenses
$32,533
Net income
$5,969
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