Civic Intelligence

Sherman Charitable Foundation Inc Agency Acct

EIN 56-2158727 • Washington, DC

5301 Wisconsin Avenue NW Suite 450Washington, DC 20015
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

2199%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$4,942

Higher top officer pay than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $126,955 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$0

Down $126,955 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,773

Down $11,110 (-208%) from 2023

Expenses

Up

$121,182

Up $116,881 (+2718%) from 2023

Net Income

Down

-$126,955

Down $127,991 (-12354%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$200K$150K$100K$50K$0Assets 2012: $171,681Liabilities 2012: $02012Assets 2013: $164,831Liabilities 2013: $02013Assets 2014: $154,385Liabilities 2014: $02014Assets 2015: $147,265Liabilities 2015: $02015Assets 2016: $143,817Liabilities 2016: $02016Assets 2018: $134,223Liabilities 2018: $0Net Assets 2018: $134,2232018Assets 2019: $128,058Liabilities 2019: $0Net Assets 2019: $128,0582019Assets 2020: $129,608Liabilities 2020: $1Net Assets 2020: $129,6082020Assets 2021: $121,198Liabilities 2021: $1Net Assets 2021: $121,1982021Assets 2022: $125,919Liabilities 2022: $1Net Assets 2022: $125,9192022Assets 2023: $126,955Liabilities 2023: $1Net Assets 2023: $126,9552023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2012: -$1,578Expenses 2012: $10,430Net Income 2012: -$12,0082012Revenue 2013: $3,457Expenses 2013: $10,550Net Income 2013: -$7,0932013Revenue 2014: $3,326Expenses 2014: $13,528Net Income 2014: -$10,2022014Revenue 2015: $3,906Expenses 2015: $11,027Net Income 2015: -$7,1212015Revenue 2016: $7,234Expenses 2016: $10,681Net Income 2016: -$3,4472016Revenue 2018: $6,747Expenses 2018: $10,089Net Income 2018: -$3,3422018Revenue 2019: $4,332Expenses 2019: $10,500Net Income 2019: -$6,1682019Revenue 2020: $4,778Expenses 2020: $3,230Net Income 2020: $1,5482020Revenue 2021: $1,823Expenses 2021: $10,233Net Income 2021: -$8,4102021Revenue 2022: $7,987Expenses 2022: $3,266Net Income 2022: $4,7212022Revenue 2023: $5,337Expenses 2023: $4,301Net Income 2023: $1,0362023Revenue 2024: -$5,773Expenses 2024: $121,182Net Income 2024: -$126,9552024

Highlighted filing

2024

Revenue-$5,773
Expenses$121,182
Net Income-$126,955
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$5,773
Expenses
$121,182
Net income
-$126,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$1.21$1.27
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.03$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.10$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.10$0.03
2016Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.04$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$1.54$0.00$0.03$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$1.65$0.00$0.03$0.11$0.07
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.02$0.10$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUSTCORP AMERICATrustee-$4,942-$4,942
WILSON C SHERMANPresident/Director-$0--
LEE C SHERMANVice President/Director-$0--
SUSAN S MOORESecretary/Director-$0--
DOUGLAS G MOORETreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Sherman Charitable Foundation Inc Agency Acct
EIN
56-2158727
Phone
2025379600
Address
5301 WISCONSIN AVENUE NW SUITE 450, WASHINGTON, DC 20015

Signing Officer

Name
William Russell
Title
President & CEO
Phone
2025379600
Signed
2024-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Yvonne Donaldson
Phone
6142327013
Raw XML Appendix317 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05301 WISCONSIN AVENUE NW 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUSTCORP AMERICA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02025379600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0114488
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RENAISSANCE CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0285 OLMSTEAD BLVD SUITE 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PINEHURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028374
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0114488
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119346
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0116635
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0116635
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0116635
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02711
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0ACCOUNT CLOSED DISTRIBUTED TO CHARITY.
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt02022 FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02025379600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERMAN CHARITABLE FOUNDATION INC AGENCY ACCT
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0562158727
ReturnHeader/Filer/PhoneNum02025379600
ReturnHeader/Filer/USAddress/AddressLine1Txt05301 WISCONSIN AVENUE NW SUITE 450
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327013
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02024-08-15T08:01:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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