Civic Intelligence

Sherry Griswold Foundation

990PF • Fiscal year 2023 • EIN 35-2461831

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-57%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$12,343

Down $16,077 (-57%) from 2022

Net Assets

Down

$12,343

Down $16,077 (-57%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$25,002

Down $4,999 (-17%) from 2022

Expenses

Up

$41,079

Up $21,678 (+112%) from 2022

Net Income

Down

-$16,077

Down $26,677 (-252%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$12,343
Liabilities$0
Net Assets$12,343
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$25,002
Expenses$41,079
Net Income-$16,077
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.1
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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARRYL C SHEETZ TREASURERTreasurer And Secretary-$2,500-$2,500
KENNETH G KLING PRESIDENTPresident-$0--
ANTHONY S POCIUNAS V PVice President-$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
Kenneth G Kling
Title
Presdent
Phone
9495530300
Signed
2024-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Thomas P Cox CPACFP
Address
26622 Castile Lane, MISSION VIEJO, CA 92691
Preparer
Thomas P Cox
Phone
7145443127
Raw XML Appendix274 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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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1TUSTIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0927803756
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH G KLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495530300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953791252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas P Cox CPACFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026622 Castile Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum07145443127
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Cox
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-10T17:48:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,343
Liabilities
$0
Net assets
$12,343
Revenue
$25,002
Expenses
$41,079
Net income
-$16,077
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