Civic Intelligence

The Sherman Foundation

EIN 91-2136222 • Houston, TX

7502 Shadyvilla LnHouston, TX 77055
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

25th percentile

-2.5%

Higher net margin than 25% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$50M-$100M 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 / Assets12th percentile

Assets

Up

$76,524,112

Up $8,365,302 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$76,524,112

Up $8,365,302 (+12%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin25th percentile

Revenue

Up

$560,700

Up $560,700 from 2023

Expenses

Down

$574,903

Down $93,097 (-14%) from 2023

Net Income

Up

-$14,203

Up $653,797 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$80M$60M$40M$20M$0Assets 2011: $56,279,445Liabilities 2011: $02011Assets 2012: $61,087,767Liabilities 2012: $02012Assets 2013: $67,172,923Liabilities 2013: $02013Assets 2014: $68,914,424Liabilities 2014: $02014Assets 2015: $71,746,446Liabilities 2015: $02015Assets 2017: $73,111,718Liabilities 2017: $02017Assets 2018: $72,643,718Liabilities 2018: $02018Assets 2019: $72,096,218Liabilities 2019: $02019Assets 2020: $71,277,678Liabilities 2020: $0Net Assets 2020: $71,277,6782020Assets 2021: $70,741,403Liabilities 2021: $0Net Assets 2021: $70,741,4032021Assets 2022: $70,091,953Liabilities 2022: $0Net Assets 2022: $70,091,9532022Assets 2023: $68,158,810Liabilities 2023: $0Net Assets 2023: $68,158,8102023Assets 2024: $76,524,112Liabilities 2024: $0Net Assets 2024: $76,524,1122024

Highlighted filing

2024

Assets$76,524,112
Liabilities$0
Net Assets$76,524,112
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $7,052,072Expenses 2011: $289,303Net Income 2011: $6,762,7692011Revenue 2012: $5,079,272Expenses 2012: $271,119Net Income 2012: $4,808,1532012Revenue 2013: $6,367,311Expenses 2013: $282,579Net Income 2013: $6,084,7322013Revenue 2014: $1,982,267Expenses 2014: $240,540Net Income 2014: $1,741,7272014Revenue 2015: $3,109,749Expenses 2015: $283,888Net Income 2015: $2,825,8612015Revenue 2017: $0Expenses 2017: $106,050Net Income 2017: -$106,0502017Revenue 2018: $0Expenses 2018: $468,000Net Income 2018: -$468,0002018Revenue 2019: $0Expenses 2019: $547,500Net Income 2019: -$547,5002019Revenue 2020: $25Expenses 2020: $818,540Net Income 2020: -$818,5152020Revenue 2021: $21Expenses 2021: $537,000Net Income 2021: -$536,9792021Revenue 2022: $0Expenses 2022: $649,450Net Income 2022: -$649,4502022Revenue 2023: $0Expenses 2023: $668,000Net Income 2023: -$668,0002023Revenue 2024: $560,700Expenses 2024: $574,903Net Income 2024: -$14,2032024

Highlighted filing

2024

Revenue$560,700
Expenses$574,903
Net Income-$14,203
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$76,524,112
Liabilities
$0
Net assets
$76,524,112
Revenue
$560,700
Expenses
$574,903
Net income
-$14,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.5$0.00$76.5$0.56$0.57$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.2$0.00$68.2$0.00$0.67$0.67
2022Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$0.00$0.65$0.65
2021Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$0.00$0.54$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.3$0.00$71.3$0.00$0.82$0.82
2019Summary only. Only limited summary data is available for this year.$72.1$0.00$0.00$0.55$0.55
2018Summary only. Only limited summary data is available for this year.$72.6$0.00$0.00$0.47$0.47
2017Summary only. Only limited summary data is available for this year.$73.1$0.00$0.00$0.11$0.11
2015Summary only. Only limited summary data is available for this year.$71.7$0.00$3.11$0.28$2.83
2014Summary only. Only limited summary data is available for this year.$68.9$0.00$1.98$0.24$1.74
2013Summary only. Only limited summary data is available for this year.$67.2$0.00$6.37$0.28$6.08
2012Summary only. Only limited summary data is available for this year.$61.1$0.00$5.08$0.27$4.81
2011Summary only. Only limited summary data is available for this year.$56.3$0.00$7.05$0.29$6.76
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM SHERMANTrustee-$0--
Kathryn ShermanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sherman Foundation
EIN
91-2136222
Phone
2815565628
Address
7502 SHADYVILLA LN, HOUSTON, TX 77055

Signing Officer

Name
Kathryn L Sherman
Title
Trustee
Phone
2815565628
Signed
2023-10-15

Preparer

Firm
Pinnacle Tax Advisors
Address
1423 Brazos Dr, Huntsville, TX 77320
Preparer
R S Ohendalski
Phone
9362917767
Raw XML Appendix324 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/FMVAssetsEOYAmt02509177
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt070741403
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02509177
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt070741403
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17502 Shadyvilla Ln
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08327300020
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Charity
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Bernardo Volunteer Fire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Howard University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Turtle Wing Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Cystic Fibrosis Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Knock OUT MS Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt080 Broad Street Ste 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O Box 4384
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21053 Constable Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32400 Sixth St NVV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54550 Montgomery Ave Suite 1100 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61131 Louray Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78300 El Rio St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt825 Highland Park Village St 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91249 Cocoa Ave Suite 115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102221 Justin Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 St Jude Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cat Spring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Schulenburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Bethedsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Baton Rouge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Hershey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Flower Mound
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Memphis
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278933
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd670808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd777054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd875205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd917033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1075028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1138105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0649450
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/DistributableAsAdjustedAmt0123563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0123563
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0358199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0701089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0547500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0306014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0123563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02438689
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0649450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0358199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0701089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0547500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0182451
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0649450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0649450
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02438689
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01912802
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathryn L Sherman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02815565628
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0912136222
ReturnHeader/Filer/PhoneNum02815565628
ReturnHeader/Filer/USAddress/AddressLine1Txt07502 SHADYVILLA LN
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077055
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0901387162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pinnacle Tax Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01423 Brazos Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077320
ReturnHeader/PreparerPersonGrp/PhoneNum09362917767
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R S Ohendalski
ReturnHeader/ReturnTs02023-11-08T13:17:07-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kathryn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sherman
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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