Civic Intelligence

The Ivan Morton Sherman Foundation

990PF • Fiscal year 2018 • EIN 47-1113975

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 10, 2019

Organization Profile
625 Saint Charles AveNew Orleans, LA 70130

(504) 782-7978

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-1519%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $245,646 (-100%) from 2016

Net Assets

Down

$0

Down $245,646 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Down

$43,412

Down $60,662 (-58%) from 2016

Expenses

Up

$702,873

Up $679,068 (+2853%) from 2016

Net Income

Down

-$659,461

Down $739,730 (-922%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$300K$200K$100K$0Assets 2014: $84,123Liabilities 2014: $1Net Assets 2014: $84,1232014Assets 2015: $165,338Liabilities 2015: $1Net Assets 2015: $165,3382015Assets 2016: $245,646Liabilities 2016: $0Net Assets 2016: $245,6462016Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $101,833Expenses 2014: $17,710Net Income 2014: $84,1232014Revenue 2015: $102,716Expenses 2015: $21,501Net Income 2015: $81,2152015Revenue 2016: $104,074Expenses 2016: $23,805Net Income 2016: $80,2692016Revenue 2018: $43,412Expenses 2018: $702,873Net Income 2018: -$659,4612018

Highlighted filing

2018

Revenue$43,412
Expenses$702,873
Net Income-$659,461
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IVAN SHERMANPresident-$0--
STACY SHERMANBoard Member-$0--
MARK LEDETBoard Members-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO EFFECT EXEMPT PURPOSEPCNEW ORLEANS, LA, US$689,892
Paid Grant-TO EFFECT EXEMPT PURPOSEPCNEW ORLEANS, LA, US$1,500
Paid Grant-TO EFFECT EXEMPT PURPOSEPCSTEAMBOAT SPRINGS, CO, US$1,000
Paid Grant-TO EFFECT EXEMPT PURPOSEPCNEW YORK CITY, NY, US$500
Filing and Contact Details

Filer

Filer Name
The Ivan Morton Sherman Foundation
EIN
47-1113975
Phone
5047827978
Address
625 SAINT CHARLES AVE, NEW ORLEANS, LA 70130

Signing Officer

Name
Ivan Sherman
Title
President
Signed
2019-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Jarrard Nowell & Russell LLC
Address
975 MORRISON DR, CHARLESTON, SC 29403-4270
Preparer
Christopher C Nowell
Phone
8437232768
Raw XML Appendix300 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd370119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0692892
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0725346
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0692892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011662
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08470
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0692892
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0692892
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0725346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032454
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01062
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01062
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION HAS MOVED ALL ITS ASSETS TO A DONOR ADVISED FUND.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03349
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11570
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MISC FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03349
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11570
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IVAN SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE IVAN MORTON SHERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVAN
ReturnHeader/Filer/EIN0471113975
ReturnHeader/Filer/PhoneNum05047827978
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 SAINT CHARLES AVE
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202078804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jarrard Nowell & Russell LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0975 MORRISON DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294034270
ReturnHeader/PreparerPersonGrp/PhoneNum08437232768
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher C Nowell
ReturnHeader/ReturnTs02019-04-10T10:59:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$43,412
Expenses
$702,873
Net income
-$659,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.43$7.03$6.59
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$1.04$0.24$0.80
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.03$0.22$0.81
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.02$0.18$0.84