Civic Intelligence

Sherman Charitable Foundation Inc Agency Acct

990PF • Fiscal year 2023 • EIN 56-2158727

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 03, 2023

Organization Profile
5301 Wisconsin Avenue NW Suite 450Washington, DC 20015

(202) 537-9600

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 46.8% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-33%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$126,955

Up $1,036 (+0.8%) from 2022

Net Assets

Up

$126,955

Up $1,036 (+0.8%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Down

$5,337

Down $2,650 (-33%) from 2022

Expenses

Up

$4,301

Up $1,035 (+32%) from 2022

Net Income

Down

$1,036

Down $3,685 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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: $0Net Assets 2023: $126,9552023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2023

Assets$126,955
Liabilities$0
Net Assets$126,955
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$5,337
Expenses$4,301
Net Income$1,036
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,500-$2,500
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
2023-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116
Preparer
Matthew J Garand
Phone
6175650553
Raw XML Appendix304 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/AppliedToCurrentYearAmt02670
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02711
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02670
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02711
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05373
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0101
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02025379600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-03
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/AddressLine1Txt0200 CLARENDON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06175650553
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J GARAND
ReturnHeader/ReturnTs02023-08-04T14:00:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$126,955
Liabilities
$0
Net assets
$126,955
Revenue
$5,337
Expenses
$4,301
Net income
$1,036
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