Civic Intelligence

Sherman Phoenix Foundation

EIN 85-4125394 • 501(c)3 • Milwaukee, WI

Profile

The sherman phoenix foundation builds inclusive and just economies for communities of color throughstrategies that support entrepreneurship, wellness, workplace inclusion, and economic empowerment.

3536 W Fon Du Lac AvenueMilwaukee, WI 53216

www.shermanphoenix.com/FOUNDATION

Siviq Scores

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

Liabilities / Assets

96th percentile

1.41x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.01x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$620,376

Down $231,682 (-27%) from 2023

Liabilities

Up

$872,598

Up $23,363 (+2.8%) from 2023

Net Assets

Down

-$252,222

Down $255,045 (-9035%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin6th percentile

Revenue

Down

$865,144

Down $382,875 (-31%) from 2023

Expenses

Down

$1,331,691

Down $206,211 (-13%) from 2023

Net Income

Down

-$466,547

Down $176,664 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$1.0M$500K$0-$500KAssets 2021: $31,501Liabilities 2021: $8,012Net Assets 2021: $23,4892021Assets 2022: $291,010Liabilities 2022: $10,004Net Assets 2022: $281,0062022Assets 2023: $852,058Liabilities 2023: $849,235Net Assets 2023: $2,8232023Assets 2024: $620,376Liabilities 2024: $872,598Net Assets 2024: -$252,2222024

Highlighted filing

2024

Assets$620,376
Liabilities$872,598
Net Assets-$252,222
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2021: $194,847Expenses 2021: $171,358Net Income 2021: $23,4892021Revenue 2022: $668,697Expenses 2022: $411,180Net Income 2022: $257,5172022Revenue 2023: $1,248,019Expenses 2023: $1,537,902Net Income 2023: -$289,8832023Revenue 2024: $865,144Expenses 2024: $1,331,691Net Income 2024: -$466,5472024

Highlighted filing

2024

Revenue$865,144
Expenses$1,331,691
Net Income-$466,547
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$620,376
Liabilities
$872,598
Net assets
-$252,222
Revenue
$865,144
Expenses
$1,331,691
Net income
-$466,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.87$0.25$0.87$1.33$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.00$1.25$1.54$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.01$0.28$0.67$0.41$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.19$0.17$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,147,468
Mission and Program Overview

Mission

The Sherman Phoenix Foundation builds inclusive and just economies for communities of color through strategies that support entrepreneurship, wellness, workplace inclusion, and economic empowerment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$299,873$299,481▼ $392
Cash and Non-Interest-Bearing Accounts$273,147$250,980▼ $22,167
Accounts Receivable$245,574$56,669▼ $188,905
Prepaid Expenses and Deferred Charges$7,803$7,075▼ $728
Savings and Temporary Cash Investments$25,661$6,168▼ $19,493
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$852,058$620,376▼ $231,682
Other Assets Total-$3-
Liabilities
Deferred Revenue$381,222$322,189▼ $59,033
Mortgage Notes Payable Secured by Investment Property$269,869$272,076▲ $2,207
Accounts Payable and Accrued Expenses$173,423$252,231▲ $78,808
Other Liabilities$20,001$21,381▲ $1,380
Grants Payable$4,720$4,721▲ $1
Total Liabilities$849,235$872,598▲ $23,363
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,823$-252,222▼ $255,045
Total Net Assets Fund Balance$2,823$-252,222▼ $255,045
Total Liabilities and Net Assets / Fund Balance$852,058$620,376▼ $231,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$212,858$6,082$218,940
Land$81,400-$81,400
Equipment$5,223$2,121$7,344
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacia ThompsonCEOFT$166,500$166,500

Board Members and Trustees

NameTitle
Dr Damira GradyPresident
Korbey WhiteVice President
Charlotte Cannon-SainDirector
Danielle BlyDirector
Deidre GarretDirector
Dina AbercrombieDirector
Leana NakielskiDirector
Ramel BlyDirector
Shakia SmithDirector
Sherri JordanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$838,681
Program Service Revenue
$304,463
Investment Income
$-281,802
Other Revenue
$3,802
All Other Contributions
$372,168
Change in Net Assets
$-466,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$851,004
Salaries, Compensation, and Employee Benefits$429,501
Total Fundraising Expense$142,633
Grants and Similar Amounts Paid$51,186
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$266,778$110,815$32,834$410,427
Other Salaries and Wages$121,187$50,339$14,915$186,441
Current Officers, Directors, Trustees, and Key Employees$108,225$44,955$13,320$166,500
Occupancy$106,635$44,295$13,124$164,054
Other Expenses$35,978$14,945$4,428$55,351
Other Employee Benefits$32,902$13,667$4,050$50,619
Advertising--$48,643$48,643
Information Technology$31,169$12,947$3,836$47,952
Grants to Domestic Orgs$45,186--$45,186
Office Expenses$23,597$9,802$2,904$36,303
Fees for Services Accounting-$27,376-$27,376
Payroll Taxes$16,862$7,004$2,075$25,941
Interest-$15,375-$15,375
Insurance$8,444$3,508$1,039$12,991
Travel$7,489$3,111$922$11,522
Fees for Services Legal-$10,916-$10,916
Depreciation Depletion$4,415$1,834$543$6,792
Grants to Domestic Individuals$6,000--$6,000
Conferences and Meetings-$3,302-$3,302
Total Functional Expenses$814,867$374,191$142,633$1,331,691
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nkenge GalleryChicago, IL-Fiscal Sponsorship$13,800
Young Enterprising SocietyMilwaukee, WI-Guidewire Funds$13,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,698
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenenat Security Deposits$18,531
Lease Ammortization$2,850
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 B, Line 11B

“Reviewed at board meeting”

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

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sherman Phoenix Foundation
EIN
85-4125394
Phone
2622286021
Address
3536 W Fon Du Lac Avenue, MILWAUKEE, WI 53216

Signing Officer

Name
Dr Damira Grady
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Damira Grady
Formed
2020
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
10

Preparer

Firm
Numbers 4 Nonprofits
Address
1273 Scenic Ridge Dr, Verona, WI 53593
Preparer
Nicholas A Curran CPA
Phone
6088072321
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