Civic Intelligence

Sherwood Country Club Charitable

EIN 36-4766803 • 501(c)3 • Thousand Oaks, CA

Profile

The sherwood country club charitable foundation will provide grants to 501(c)(3) organizations and public programs operating in ventura and los angeles counties which run programs that support the foundations purpose, namely programs that address critical needs such as educational, medical, nutritional and safety needs of children and families.

320 W Stafford RoadThousand Oaks, CA 91361

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

39th percentile

0.1%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

18th percentile

-8.4%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

3.4%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,426,373

Down $130,503 (-8.4%) from 2024

Liabilities

Down

$178,579

Down $103,411 (-37%) from 2024

Net Assets

Down

$1,247,794

Down $27,092 (-2.1%) from 2024

Revenue

Up

$1,646,503

Up $53,928 (+3.4%) from 2024

Expenses

Down

$1,644,582

Down $32,825 (-2.0%) from 2024

Net Income

Up

$1,921

Up $86,753 (+102%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $143,298Liabilities 2014: $12,000Net Assets 2014: $131,2982014Assets 2015: $106,196Liabilities 2015: $0Net Assets 2015: $106,1962015Assets 2016: $502,739Liabilities 2016: $0Net Assets 2016: $502,7392016Assets 2017: $720,285Liabilities 2017: $0Net Assets 2017: $720,2852017Assets 2019: $1,158,541Liabilities 2019: $0Net Assets 2019: $1,158,5412019Assets 2020: $844,510Liabilities 2020: $269,853Net Assets 2020: $574,6572020Assets 2021: $848,134Liabilities 2021: $560Net Assets 2021: $847,5742021Assets 2022: $995,286Liabilities 2022: $331Net Assets 2022: $994,9552022Assets 2023: $1,431,090Liabilities 2023: $86,070Net Assets 2023: $1,345,0202023Assets 2024: $1,556,876Liabilities 2024: $281,990Net Assets 2024: $1,274,8862024Assets 2025: $1,426,373Liabilities 2025: $178,579Net Assets 2025: $1,247,7942025

Highlighted filing

2025

Assets$1,426,373
Liabilities$178,579
Net Assets$1,247,794

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2014: $151,947Expenses 2014: $20,649Net Income 2014: $131,2982014Revenue 2015: $26,412Expenses 2015: $51,514Net Income 2015: -$25,1022015Revenue 2016: $554,483Expenses 2016: $157,940Net Income 2016: $396,5432016Revenue 2017: $457,850Expenses 2017: $249,483Net Income 2017: $208,3672017Revenue 2019: $752,864Expenses 2019: $657,336Net Income 2019: $95,5282019Revenue 2020: $181,170Expenses 2020: $768,418Net Income 2020: -$587,2482020Revenue 2021: $794,118Expenses 2021: $635,927Net Income 2021: $158,1912021Revenue 2022: $1,121,239Expenses 2022: $841,425Net Income 2022: $279,8142022Revenue 2023: $1,400,820Expenses 2023: $1,114,762Net Income 2023: $286,0582023Revenue 2024: $1,592,575Expenses 2024: $1,677,407Net Income 2024: -$84,8322024Revenue 2025: $1,646,503Expenses 2025: $1,644,582Net Income 2025: $1,9212025

Highlighted filing

2025

Revenue$1,646,503
Expenses$1,644,582
Net Income$1,921

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 5, 2026
Return Version
2024v5.5
Gross Receipts
$2,565,987
Mission and Program Overview

Mission

The sherwood country club charitable foundation will provide grantsto 501(c)(3) organizations and public programs operating in venturaand los angeles counties which run programs that support thefoundation's purpose, namely programs that address critical needssuch as educational, medical, nutritional and safety needs ofchildren and families.

The sherwood country club charitable foundation will provide grants to 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,274,886$1,247,794▼ $27,092
Investments in Publicly Traded Securities$876,356$1,037,637▲ $161,281
Savings and Temporary Cash Investments$419,492$340,607▼ $78,885
Accounts Receivable$33,400$0▼ $33,400
Cash and Non-Interest-Bearing Accounts$224,198$24,911▼ $199,287
Prepaid Expenses and Deferred Charges$3,430$23,218▲ $19,788
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,556,876$1,426,373▼ $130,503
Liabilities
Deferred Revenue$191,320$169,500▼ $21,820
Accounts Payable and Accrued Expenses$90,670$9,079▼ $81,591
Total Liabilities$281,990$178,579▼ $103,411
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,274,886$1,247,794▼ $27,092
Total Liabilities and Net Assets / Fund Balance$1,556,876$1,426,373▼ $130,503
Compensation and Service Providers

Board Members and Trustees

NameTitle
George CarneyPresident
Dina FurashVice President
Barbara VassBoard Member
Greg DavisBoard Member
Jim PieczynskiBoard Member
Michael McmasterBoard Member
Steve GubnerBoard Member
Lisa FurfineSecretary
Donald LaviTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,197,256
Program Service Revenue
$0
Investment Income
$138,625
Other Revenue
$-689,378
All Other Contributions
$193,283
Change in Net Assets
$1,921

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table59$399,564Fair Market Value (FMV)
Food Inventory19$53,135Fair Market Value (FMV)
Clothing and Household Goods-$51,735Fair Market Value (FMV)
Other Non Cash Contri Table8$32,350Fair Market Value (FMV)
Total Noncash Contributions86$536,784-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,579,705
Other Expenses$64,877
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,579,705--$1,579,705
Fees for Services Accounting-$24,025-$24,025
Information Technology-$8,122-$8,122
Insurance-$2,488-$2,488
All Other Expenses-$1,056-$1,056
Other Expenses-$763-$763
Conferences and Meetings-$624-$624
Total Functional Expenses$1,579,705$64,877$0$1,644,582
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Food Share IncOxnard, CA501(c)3General Suppport$100,000
Westminster Free ClinicThousand Oaks, CA501(c)3General Suppport$95,000
Interface Children & Family ServicesCamarillo, CA501(c)3General Suppport$90,000
Many MansionsThousand Oaks, CA501(c)3General Suppport$90,000
Casa Pacifica Centers for Children and FamiliesCamarillo, CA501(c)3General Suppport$88,675
Boys & Girls Club of Greater Conejo ValleyWestlake Village, CA501(c)3General Suppport$79,830
Ride on LaNewbury Park, CA501(c)3General Suppport$75,000
Coalition for Family HarmonyOxnard, CA501(c)3General Suppport$65,000
Conejo Free ClinicsThousand Oaks, CA501(c)3General Suppport$60,000
Safe Passage Youth FoundationThousand Oaks Californ, CA501(c)3General Suppport$60,000
Gold Coast Veterans FoundationCamarillo, CA501(c)3General Suppport$58,700
Southeast Ventura County YmcaWestlake Village, CA501(c)3General Suppport$50,000
Ventura County Community FoundationCamarillo, CA501(c)3General Suppport$50,000
West Valley Boys & Girls IncCanoga Park, CA501(c)3General Suppport$48,500
Conejo Valley Senior Concerns IncThousand Oaks, CA501(c)3General Suppport$41,500
Boys & Girls Clubs of Greater Oxnard and Port HuenemeOxnard, CA501(c)3General Suppport$40,000
Harbor HouseThousand Oaks, CA501(c)3General Suppport$35,000
The James Storehouse IncNewbury Park, CA501(c)3General Suppport$35,000
Mixtecoindigena Community Organizing Project (micop)Oxnard, CA501(c)3General Suppport$30,000
Boys & Girls Club of CamarilloCamarillo, CA501(c)3General Suppport$25,000
MomentumThousand Oaks, CA501(c)3General Suppport$25,000
Nami Ventura CountyCamarillo, CA501(c)3General Suppport$25,000
The Aurelia FoundationSanta Monica, CA501(c)3General Suppport$25,000
Turning PointVentura, CA501(c)3General Suppport$25,000
Court Appointed Special Advocates (casa) of Ventura CountyCamarillo, CA501(c)3General Suppport$20,000
Outreach Alliance of Vc (formerly Assistance League Ventura County)Ventura, CA501(c)3General Suppport$20,000
Project Understanding of San BuenaventuraVentura, CA501(c)3General Suppport$20,000
The Samaritan Center - Simi ValleySimi Valley, CA501(c)3General Suppport$20,000
United Way of Ventura County IncVentura, CA501(c)3General Suppport$20,000
Ventura County Family Justice Center Foundation IncVentura, CA501(c)3General Suppport$20,000
Habitat for Humanity of Ventura County IncOxnard, CA501(c)3General Suppport$15,000
Assistance League Conejo ValleyThousand Oaks, CA501(c)3General Suppport$12,000
Cancer Support Community - CvvasbWestlake Village, CA501(c)3General Suppport$12,000
Big Brother Big Sister Ventura CountyCamarillo, CA501(c)3General Suppport$10,000
Bumblebee Foundation IncWestlake Village, CA501(c)3General Suppport$10,000
Conejo Hospice IncThousand Oaks, CA501(c)3General Suppport$10,000
Dragg IncOxnard, CA501(c)3General Suppport$10,000
Livingston Memorial Visiting Nurse AssociationVentura, CA501(c)3General Suppport$10,000
My Stuff Bags FoundationWestlake Village, CA501(c)3General Suppport$10,000
Conejo Community OutreachNewbury Park, CA501(c)3General Suppport$7,500
Nyeland PromiseOxnard, CA501(c)3General Suppport$6,000
Art TrekNewbury Park, CA501(c)3General Suppport$5,000
CHILDREN'S BURN FOUNDATIONSherman Oaks, CA501(c)3General Suppport$5,000
Coastlands FoundationVentura, CA501(c)3General Suppport$5,000
New West Symphony AssociationThousand Oaks, CA501(c)3General Suppport$5,000
Recovery ShotVentura, CA501(c)3General Suppport$5,000
Childhood MattersVentura, CA501(c)3General Suppport$2,500
The Scga FoundationStudio City, CA501(c)3General Suppport$2,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$857,758
Fundraising Gross Income$142,780
Gaming Gross Income$25,600
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2024 Gala$1,846,632$77,500$600,390$-522,890
2025 Golf Classic$300,121$65,280$41,552$23,728
Total Events$2,146,753$142,780$857,758$-714,978
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 A, Line 8B

There are no committees with authority.

Form 990, Part VI, Section B, Line 11B

The officers of sherwood country club charitable foundation review the form 990 for accuracy and reports to the board that it was filed.or accuracy and reports to the board that it was filed.

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

Every officer and director is required to sign a conflict of interest statement on an annual basis.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sherwood Country Club Charitable
EIN
36-4766803
Phone
8054963036
Address
320 W STAFFORD ROAD, THOUSAND OAKS, CA 91361

Signing Officer

Name
George Carney
Title
President
Phone
8054963036
Signed
2026-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Carney
Formed
2013
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
12

Preparer

Firm
Ppco Advisors LLC
Address
333 W SANTA CLARA ST SUITE 800, SAN JOSE, CA 95113-1716
Preparer
Scott Watters
Phone
4082877911
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Dues & subscriptions: program service expenses 0. Management and general expenses 555. Fundraising expenses 0. Total expenses 555. Bank fees: program service expenses 0. Management and general expenses 481. Fundraising expenses 0. Total expenses 481. Licenses & permits: program service expenses 0. Management and general expenses 20. Fundraising expenses 0. Total expenses 20.

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IRS990/MissionDesc0THE SHERWOOD COUNTRY CLUB CHARITABLE FOUNDATION WILL PROVIDE GRANTSTO 501(C)(3) ORGANIZATIONS AND PUBLIC PROGRAMS OPERATING IN VENTURAAND LOS ANGELES COUNTIES WHICH RUN PROGRAMS THAT SUPPORT THEFOUNDATION'S PURPOSE, NAMELY PROGRAMS THAT ADDRESS CRITICAL NEEDSSUCH AS EDUCATIONAL, MEDICAL, NUTRITIONAL AND SAFETY NEEDS OFCHILDREN AND FAMILIES.
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3

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