Civic Intelligence

Sherwood Trust a State of Washington Non-Profit Corporation

990PF • Fiscal year 2011 • EIN 91-6337526

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

PO Box 185599362
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$28,006,214

Flat from 2011

Net Assets

$27,948,079

No earlier filing loaded for comparison.

Liabilities

Flat

$58,135

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,697,277

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $28,094,366Liabilities 2010: $45,419Net Assets 2010: $28,048,9472010Assets 2011: $28,006,214Liabilities 2011: $58,135Net Assets 2011: $27,948,0792011Assets 2011: $28,006,214Liabilities 2011: $58,1352011Assets 2012: $27,141,033Liabilities 2012: $72,596Net Assets 2012: $27,068,4372012Assets 2013: $29,214,610Liabilities 2013: $148,3452013Assets 2014: $28,912,585Liabilities 2014: $112,592Net Assets 2014: $28,799,9932014Assets 2015: $28,421,985Liabilities 2015: $125,465Net Assets 2015: $28,296,5202015Assets 2017: $27,413,512Liabilities 2017: $316,288Net Assets 2017: $27,097,2242017Assets 2018: $30,684,256Liabilities 2018: $256,939Net Assets 2018: $30,427,3172018Assets 2019: $34,254,192Liabilities 2019: $201,173Net Assets 2019: $34,053,0192019Assets 2020: $36,454,216Liabilities 2020: $64,5562020Assets 2021: $39,581,265Liabilities 2021: $58,348Net Assets 2021: $39,522,9172021Assets 2022: $35,594,098Liabilities 2022: $47,019Net Assets 2022: $35,547,0792022Assets 2023: $37,405,088Liabilities 2023: $33,6992023Assets 2024: $39,169,463Liabilities 2024: $23,675Net Assets 2024: $39,145,7882024

Highlighted filing

2011

Assets$28,006,214
Liabilities$58,135
Net Assets$27,948,079

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,513,7662010Expenses 2011: $1,697,2772011Revenue 2011: $1,596,409Expenses 2011: $1,697,277Net Income 2011: -$100,8682011Expenses 2012: $1,714,1572012Revenue 2013: $3,765,370Expenses 2013: $1,767,542Net Income 2013: $1,997,8282013Revenue 2014: $1,524,862Expenses 2014: $1,791,134Net Income 2014: -$266,2722014Revenue 2015: $1,276,247Expenses 2015: $1,779,720Net Income 2015: -$503,4732015Revenue 2017: $1,957,044Expenses 2017: $1,701,485Net Income 2017: $255,5592017Revenue 2018: $2,312,525Expenses 2018: $1,606,427Net Income 2018: $706,0982018Revenue 2019: $1,678,284Expenses 2019: $1,784,685Net Income 2019: -$106,4012019Revenue 2020: $706,425Expenses 2020: $1,749,644Net Income 2020: -$1,043,2192020Revenue 2021: $3,306,803Expenses 2021: $2,085,773Net Income 2021: $1,221,0302021Revenue 2022: $2,731,515Expenses 2022: $1,800,116Net Income 2022: $931,3992022Revenue 2023: $1,288,896Expenses 2023: $2,120,023Net Income 2023: -$831,1272023Revenue 2024: $3,820,855Expenses 2024: $1,832,292Net Income 2024: $1,988,5632024

Highlighted filing

2011

Revenue-
Expenses$1,697,277
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE M EDWARDSPresidentFT$91,800$14,200$106,000
LEONA M CLARNOSecretary/TreasPT$30,600-$30,600
ALLAN GILLESPIEDirectorPT$9,000-$9,000
PEGGY SANDERSONVice PresidentPT$9,000-$9,000
LAWRENCE MULKERINChairPT$9,000-$9,000
ROBERT L ZAGELOWDirectorPT$9,000-$9,000
KATHY SMALLAdv. Comm. Mem.PT$1,738-$1,738
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY COUNCILHELP FUND STAFF FUNCTIONS ON FUNDRAISING, BOARD & STAFF MTGSPUBLICWALLA WALLA, WA, US$234,000
Paid GrantBLUE MT ACTION COUNCILHELP FUND 2011-12 OPERATIONS OF COMMITMENT TO COMMUNITYPUBLICWALLA WALLA, WA, US$160,000
Paid GrantBLUE MT BABE RUTH BASEBALL OF OREGONCONSTRUCT CONCRETE GRANDSTANDPUBLICMILTONFREEWATER, OR, US$118,000
Paid GrantTRILOGY RECOVERY COMMUNITYHELP FUND OPER EXPENSES, DEV STRAT BUSINESS PLANS ETCPUBLICWALLA WALLA, WA, US$117,000
Paid GrantSTUDENT HEALTH OPTIONSHELP FUND STAFF FUNCTIONS RE FINC DEVELOPMENT & OPERATIONAL SUPPORTPUBLICWALLA WALLA, WA, US$113,000
Paid GrantHABITAT FOR HUMANITY BLUE MTN PARTNERSPURCHASE OF LOTPUBLICWALLA WALLA, WA, US$110,000
Paid GrantWALLA WALLA CATHOLIC SCHOOLSRENOVATIONS AT DESALES HIGH SCHOOLPUBLICWALLA WALLA, WA, US$100,000
Paid GrantRURAL DEVELOPMENT INITIATIVES INC2011 COMMUNITY LEADERSHIP PROGRAMPUBLICEUGENE, OR, US$56,655
Paid GrantBLUE MT ACTION COUNCILHELP FUND COMMUNITY SELF-HELP IN WALLA WALLA NEIGHBORHOODSPUBLICWALLA WALLA, WA, US$50,000
Paid GrantWALLA WALLA COMMUNITY COLLEGE FOUNDATIONOPERATING EXPENSE WW VALLEY EARLY LEARNING COALITIONPUBLICWALLA WALLA, WA, US$45,000
Paid GrantDOWNTOWN WALLA WALLA FOUNDATIONHELP FUND PHASE 2 WW VALLEY REGIONAL WAYFINDING PROJECTPUBLICWALLA WALLA, WA, US$44,000
Paid GrantCOMMUNITY CENTER FOR YOUTHCONSULTING EXPENSESPUBLICWALLA WALLA, WA, US$26,500
Paid GrantDAYTON DEVELOPMENT TASK FORCEFUND MASTER PLAN FOR HISTORIC DOWNTOWN CORRIDOR OF DAYTONPUBLICDAYTON, WA, US$25,000
Paid GrantDAYTON DEVELOPMENT TASK FORCEBRICK REPAIR FOR HISTORIC SIGN RESTORATION PROJECTPUBLICDAYTON, WA, US$20,000
Paid GrantBLUE MT ACTION COUNCILASBESTOS REMOVAL BMAC RESIDENCEPUBLICWALLA WALLA, WA, US$19,000
Paid GrantRESOLUTIONS NORTHWESTPILOT PROJECT TRAINING FOR 2C2 STAFF NEIGHBORHOOD LEADERS ETCPUBLICPORTLAND, OR, US$15,328
Paid GrantUNITED WAY OF WALLA WALLA COUNTYHELP STRATEGIC PLANNING PROCESSPUBLICWALLA WALLA, WA, US$14,768
Paid GrantSUSTAINABLE LIVING CENTERHELP FUND CONSULTING FEESPUBLICWALLA WALLA, WA, US$14,500
Paid GrantBORLESKE STADIUM ASSOCIATIONINSTALL NEW MODERN SOUND SYSTEMPUBLICWALLA WALLA, WA, US$12,700
Paid GrantCITY OF WALLA WALLALEADERSHIP PROJECT CONTRUCT SPRAY WAY MILL CREEK SPORTSPLEXPUBLICWALLA WALLA, WA, US$10,000
Paid GrantCARNEGIE CENTERHELP FUND CONSULTING FEESPUBLICWALLA WALLA, WA, US$7,800
Paid GrantCATHOLIC CHARITIES OF SPOKANEHELP FUND CONSULTING FEESPUBLICWALLA WALLA, WA, US$6,700
Paid GrantWW FAMILY YMCAANNUAL WORKSHOPPUBLICWALLA WALLA, WA, US$6,000
Paid GrantFRIENDS OF THE WW LIBRARYOPERATING AWARDPUBLICWALLA WALLA, WA, US$5,000
Paid GrantLITTLE THEATRE OF WALLA WALLAOPERATING AWARDPUBLICWALLA WALLA, WA, US$5,000
Paid GrantSOCIAL VENTURE PARTNERS - SEATTLEPHASE II NON-PROFIT 101 PROJECTPUBLICSEATTLE, WA, US$5,000
Paid GrantWALLA WALLA SYMPHONYOPERATING AWARDPUBLICWALLA WALLA, WA, US$5,000
Paid GrantWALLA WALLA VALLEY HISTORICAL SOCOPERATING AWARDPUBLICWALLA WALLA, WA, US$5,000
Paid GrantWW FAMILY YMCAOPERATING AWARDPUBLICWALLA WALLA, WA, US$5,000
Paid GrantYWCAOPERATING AWARDPUBLICWALLA WALLA, WA, US$5,000
Paid GrantPHILANTHROPY NORTHWESTBRONZE SPONSOR FOR 2011PUBLICSEATTLE, WA, US$3,380
Paid GrantWALLA WALLA COMMUNITY COLLEGE FOUNDATIONPROVIDE FUNDS FOR PRESENTATIONS 2011 - ADDRESS CRITICAL ISSUES FACING NONPROFITSPUBLICWALLA WALLA, WA, US$2,500
Paid GrantGRANTMAKERS FOR EFFECTIVE ORGANIZATIONSGEO NATIONAL CONFERENCE SPONSORPUBLICWASHINGTON, DC, US$2,000
Paid GrantBLUE MT HUMANE SOCIETYOPERATING AWARDPUBLICWALLA WALLA, WA, US$1,000
Paid GrantCAMP FIRE USA WW COUNCILOPERATING AWARDPUBLICWALLA WALLA, WA, US$1,000
Paid GrantWALLA WALLA COMMUNITY COLLEGE FOUNDATIONFACILITATOR TO WORK WITH WW CO DEPT OF HUMAN SERV ADVISORY BOARDPUBLICWALLA WALLA, WA, US$1,000
Paid GrantCARNEGIE CENTEROPERATING AWARDPUBLICWALLA WALLA, WA, US$1,000
Paid GrantAMERICAN RED CROSSOPERATING AWARDPUBLICWALLA WALLA, WA, US$500
Paid GrantSUNSHINE CLUBOPERATING AWARDPUBLICWALLA WALLA, WA, US$500
Paid GrantSALVATION ARMYOPERATING AWARDPUBLICWALLA WALLA, WA, US$500
Filing and Contact Details

Filer

EIN
91-6337526
Raw XML AppendixShowing 400 of 881 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5ADV. COMM. MEM.
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAN TORLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05095221485
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10213 S 9TH AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WALLA WALLA
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GEORGE M EDWARDS SHERWOOD TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05095293362
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 1855
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WALLA WALLA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode099362
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES WITHIN THE WALLA WALLA GEOGRAPHICAL AREA.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3118000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount526500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount83380
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount956655
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11113000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.2$0.02$39.1$3.82$1.83$1.99
2023Summary only. Only limited summary data is available for this year.$37.4$0.03$1.29$2.12$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$0.05$35.5$2.73$1.80$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.6$0.06$39.5$3.31$2.09$1.22
2020Summary only. Only limited summary data is available for this year.$36.5$0.06$0.71$1.75$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.20$34.1$1.68$1.78$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$0.26$30.4$2.31$1.61$0.71
2017Detailed filing. Detailed filing data is available for this year.$27.4$0.32$27.1$1.96$1.70$0.26
2015Detailed filing. Detailed filing data is available for this year.$28.4$0.13$28.3$1.28$1.78$0.50
2014Detailed filing. Detailed filing data is available for this year.$28.9$0.11$28.8$1.52$1.79$0.27
2013Summary only. Only limited summary data is available for this year.$29.2$0.15$3.77$1.77$2.00
2012Detailed filing. Detailed filing data is available for this year.$27.1$0.07$27.1$1.71
2011Detailed filing. Detailed filing data is available for this year.$28.0$0.06$27.9$1.70
2011Summary only. Only limited summary data is available for this year.$28.0$0.06$1.60$1.70$0.10
2010Detailed filing. Detailed filing data is available for this year.$28.1$0.05$28.0$1.51