Civic Intelligence

Sherman Foundation

990 • Fiscal year 2021 • EIN 95-2672431

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 01, 2022

Organization ProfileWWW.THESHERMAN.ORG

View Organization Page

567 San Nicolas Drive 220Newport Beach, CA 92660

(949) 642-1626

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

23rd percentile

0.3%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$775,395

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

23rd percentile

0.1%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

24%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$20,536,448

Up $27,291 (+0.1%) from 2020

Net Assets

Up

$20,411,826

Up $5,667 (+0.0%) from 2020

Liabilities

Up

$124,622

Up $21,624 (+21%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin23rd percentile

Revenue

Up

$2,139,928

Up $415,576 (+24%) from 2020

Expenses

Up

$2,134,261

Up $220,858 (+12%) from 2020

Net Income

Up

$5,667

Up $194,718 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$30M$20M$10M$0Assets 2011: $14,977,244Liabilities 2011: $672,199Net Assets 2011: $14,305,0452011Assets 2012: $18,717,729Liabilities 2012: $467,254Net Assets 2012: $18,250,4752012Assets 2013: $17,996,381Liabilities 2013: $109,187Net Assets 2013: $17,887,1942013Assets 2014: $17,204,666Liabilities 2014: $153,132Net Assets 2014: $17,051,5342014Assets 2015: $16,634,196Liabilities 2015: $115,022Net Assets 2015: $16,519,1742015Assets 2016: $16,251,226Liabilities 2016: $126,238Net Assets 2016: $16,124,9882016Assets 2017: $21,285,780Liabilities 2017: $92,122Net Assets 2017: $21,193,6582017Assets 2018: $20,923,123Liabilities 2018: $63,577Net Assets 2018: $20,859,5462018Assets 2019: $20,679,075Liabilities 2019: $85,030Net Assets 2019: $20,594,0452019Assets 2020: $20,509,157Liabilities 2020: $102,998Net Assets 2020: $20,406,1592020Assets 2021: $20,536,448Liabilities 2021: $124,622Net Assets 2021: $20,411,8262021Assets 2022: $20,971,786Liabilities 2022: $177,563Net Assets 2022: $20,794,2232022Assets 2023: $22,843,748Liabilities 2023: $153,856Net Assets 2023: $22,689,8922023Assets 2024: $27,547,436Liabilities 2024: $178,325Net Assets 2024: $27,369,1112024

Highlighted filing

2021

Assets$20,536,448
Liabilities$124,622
Net Assets$20,411,826
Open 2021 Filing

Operations Trend

Revenue Growth65th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,178,607Expenses 2011: $1,334,174Net Income 2011: -$155,5672011Revenue 2012: $5,357,502Expenses 2012: $1,412,072Net Income 2012: $3,945,4302012Revenue 2013: $1,096,948Expenses 2013: $1,460,226Net Income 2013: -$363,2782013Revenue 2014: $1,022,762Expenses 2014: $1,858,422Net Income 2014: -$835,6602014Revenue 2015: $1,014,650Expenses 2015: $1,547,011Net Income 2015: -$532,3612015Revenue 2016: $1,280,846Expenses 2016: $1,675,030Net Income 2016: -$394,1842016Revenue 2017: $6,770,905Expenses 2017: $1,702,245Net Income 2017: $5,068,6602017Revenue 2018: $1,369,792Expenses 2018: $1,704,748Net Income 2018: -$334,9562018Revenue 2019: $1,686,189Expenses 2019: $1,951,690Net Income 2019: -$265,5012019Revenue 2020: $1,724,352Expenses 2020: $1,913,403Net Income 2020: -$189,0512020Revenue 2021: $2,139,928Expenses 2021: $2,134,261Net Income 2021: $5,6672021Revenue 2022: $2,966,996Expenses 2022: $2,584,599Net Income 2022: $382,3972022Revenue 2023: $5,293,708Expenses 2023: $3,398,042Net Income 2023: $1,895,6662023Revenue 2024: $8,408,928Expenses 2024: $3,729,710Net Income 2024: $4,679,2182024

Highlighted filing

2021

Revenue$2,139,928
Expenses$2,134,261
Net Income$5,667
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.0
Gross Receipts
$5,317,511
Mission and Program Overview

Mission

The mission of sherman foundation is the operation of sherman library & gardens located in corona del mar, ca. The mission of sherman library & gardens is to provide the public an oasis of inspiration, education and appreciation of regional history, horticulture and the arts. Sherman gardens features an extensive botanical collection that spans the globe, ranging from plant life of the desert to exotic vegetation of tropical climes. Sherman library is a historical research library specializing in the history of the pacific southwest, as well as home to a collection of california impressionist art.

In addition to the collections and exhibitions, the library & gardens hosts a variety of public and private events including outdoor sculpture displays, concerts, horticulturally themed dinners, community meetings, educational and wellness classes, lectures, children's programs, garden tours and festivals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$9,621,892$9,621,892→ $0
Investments in Publicly Traded Securities$9,126,433$9,111,051▼ $15,382
Land, Buildings, and Equipment, Net$1,617,398$1,584,434▼ $32,964
Inventories for Sale or Use$68,932$66,722▼ $2,210
Accounts Receivable$41,924$40,338▼ $1,586
Savings and Temporary Cash Investments$6,690$37,831▲ $31,141
Prepaid Expenses and Deferred Charges$-6,470$27,078▲ $33,548
Cash and Non-Interest-Bearing Accounts$2,518$2,518→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$20,509,157$20,536,448▲ $27,291
Other Assets Total$29,840$44,584▲ $14,744
Liabilities
Other Liabilities$69,703$82,051▲ $12,348
Accounts Payable and Accrued Expenses$33,295$42,571▲ $9,276
Total Liabilities$102,998$124,622▲ $21,624
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,406,159$20,411,826▲ $5,667
Total Net Assets Fund Balance$20,406,159$20,411,826▲ $5,667
Total Liabilities and Net Assets / Fund Balance$20,509,157$20,536,448▲ $27,291

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,176$1,669,575$1,680,751
Other Land Buildings$692,475$325,390$1,017,865
Land$648,583-$648,583
Equipment$186,216$40,623$226,839
Leasehold Improvements$45,984$11,644$57,628
Closely Held Equity Interests$9,621,892--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Scott LafleurExec Director sl&gFT$185,000$17,141$202,141
Dt DanielsTrustee-$158,500$5,653$164,153
Julie PedersenSecretaryPT$44,550$18,400$62,950

Board Members and Trustees

NameTitle
Gary PickettPresident
Paul WormserLibr. Director
C Stacy CannonTrustee
Craig CadwaladerTrustee
Matt EcheverriaTrustee
Tim CollinsTrustee
William B AveryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$564,551
Program Service Revenue
$368,097
Investment Income
$746,198
Other Revenue
$461,082
All Other Contributions
$564,551
Change in Net Assets
$5,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,139,928
Total Revenue per Audited Statements
$2,139,928
Total Revenue per Form 990
$2,139,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,380,494
Other Expenses$753,461
Total Fundraising Expense$32,272
Professional Fundraising Fees$306
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,127,224$23,006$23,006$1,173,236
Occupancy$363,500--$363,500
Payroll Taxes$86,214$1,760$1,760$89,734
Other Employee Benefits$74,474$7,200$7,200$88,874
Insurance$54,581$23,406-$77,987
Depreciation Depletion$56,728--$56,728
Fees for Service Investment Mgmnt Fees-$53,950-$53,950
Fees for Services Accounting-$52,000-$52,000
Office Expenses$44,530--$44,530
Pension Plan Contributions$28,650--$28,650
Other Expenses$22,016--$22,016
Travel$11,248--$11,248
Advertising$9,981--$9,981
Fees for Services Legal-$2,438-$2,438
Fees for Services Other$459$450-$909
Fees for Services Professional Fundraising--$306$306
Total Functional Expenses$1,937,779$164,210$32,272$2,134,261

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,134,261
Total Expenses per Audited Statements$2,134,261
Total Expenses per Form 990$2,134,261
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$141,201
Fundraising Direct Expenses$95,584
Professional Fundraising Fees$306

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$141,201$141,201$95,584$45,617
Total Events$141,201$141,201$95,584$45,617
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dt DanielsTrusteeSee Part VNo-
Gary PickettTrusteeSee Part VNo-

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
Volunteer Assoc Fund$31,501
Deferred Special Events$29,780
Docent Fund$14,137
Security Deposits$6,633
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“D.t. Daniels and gary pickett are trustees of sherman foundation and officers and directors of m.h. Sherman company. Craig cadwalader is a trustee of sherman foundation and director for m.h. Sherman company. Sherman foundation controls 100% of the outstanding stock of m.h. Sherman company.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Each trustee receives a copy of the form 990 that has been prepared and reviewed by two cpas. Each trustee has the opportunity to discuss any items in the return with foundation management.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Section vi of the sherman foundation conflict of interest policy states:each trustee, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such persons and has read and understands the policy and has agreed to comply with the policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The ceo is unpaid. There are no key employees per the form 990 instructions. Annually, the trustees review and approve compensation paid to the 5 highest paid employees based on appropriate compensation surveys for non-profit organizations. D.t. Daniels, craig cadwalader, and gary pickett are either officers and or directors of m.h. Sherman company and subsidiary, a related organization.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The two directors for sherman library and gardens meet with foundation president annually to review employee performance and determine proper compensation. Management considers compensation surveys from the american public gardens association and local cost of living information.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available for inspection at the foundation business office.”

Form 990, Part VI, Line 11B-form 990 Review Process

“Each trustee receives a copy of the form 990 that has been prepared and reviewed by two cpas. Each trustee has the opportunity to discuss any items in the return with foundation management.”

Form 990, Part VI, Line 12C-monitoring and Enforcement of Conflicts

“Section vi of the sherman foundation conflict of interest policy states: each trustee, principal officer and member of a committee with governing borad delegated powers shall annually sign a statement which affirms such person has read and understands the policy and has agreed to comply with the policy.”

Form 990, Part VI, Line 15A-comp. Review & Approval Process for Mgmt.

“The ceo is unpaid. There are no key employees per the form 990 instructions. Annually, the trustees reveiw and approve compensation paid to the five highest paid employees based on appropriate compensation surveys for non-profit organizations.”

Form 990, Part VI, Line 15B-comp. Review & Approval-key Employees

“The sherman library & garden executive director and library director meet with the foundation president annually to review employee performance and determine proper compensation. Management considers compensation surveys from the american public gardens association and local cost of living information.”

Form 990, Part VI, Line 2-bus. Relationship of Officers and Directors

“D.t. Daniels and gary pickett are trustees of sherman foundation and officers and directors of m.h. Sherman company. Craig cadwalader is a trustee of sherman foundation and director of m.h. Sherman company. Sherman foundation controls 100% of the outstanding stock of m.h. Sherman company.”

Filing and Contact Details

Filer

Filer Name
Sherman Foundation
EIN
95-2672431
Phone
9496421626
Address
567 SAN NICOLAS DRIVE 220, NEWPORT BEACH, CA 92660

Signing Officer

Name
Gary Pickett
Title
President
Signed
2022-02-01

Organization Details

Principal Officer
Gary Pickett
Formed
1951
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
33
Volunteers
125
Supplemental Narrative

Additional Explanations

Form 990, Part 1, Line 1-organization Mission and Activities

“In addition to the collections and exhibitions, the library & gardens host a variety of public and private events including outdoor art displays, concerts, horticulturally themed dinners, community meetings, educational and wellness classes, lectures, children's programs, garden tours and festivals.”

Form 990, Part III, Line 1-organization Mission

“The mission of sherman foundation is the operation of sherman library & gardens located in corona del mar, ca. The mission of sherman library & gardens is to provide the public an oasis of inspiration, education and appreciation of regional history, horticulture and the arts. Sherman gardens features an extensive botanical collection that spans the globe, ranging from plant life of the desert to exotic vegetation of tropical climes. Sherman library is a historical research library specializing in the history of the pacific southwest, as well as home to a collection of california impressionist art.”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Sherman library is devoted to the history of the pacific southwest during the past 200 years. Its collections include books, manuscripts, photos and maps relating to this period and a collection of california impressionist paintings from the last century. These collections are of interest ot visitors to the library and to serious researchers who use the library in connection to their academic endeavors.”

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$20,536,448
Liabilities
$124,622
Net assets
$20,411,826
Revenue
$2,139,928
Expenses
$2,134,261
Net income
$5,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$0.18$27.4$8.41$3.73$4.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.15$22.7$5.29$3.40$1.90
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$0.18$20.8$2.97$2.58$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.12$20.4$2.14$2.13$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.10$20.4$1.72$1.91$0.19
2019Summary only. Only limited summary data is available for this year.$20.7$0.09$20.6$1.69$1.95$0.27
2018Summary only. Only limited summary data is available for this year.$20.9$0.06$20.9$1.37$1.70$0.33
2017Summary only. Only limited summary data is available for this year.$21.3$0.09$21.2$6.77$1.70$5.07
2016Summary only. Only limited summary data is available for this year.$16.3$0.13$16.1$1.28$1.68$0.39
2015Summary only. Only limited summary data is available for this year.$16.6$0.12$16.5$1.01$1.55$0.53
2014Summary only. Only limited summary data is available for this year.$17.2$0.15$17.1$1.02$1.86$0.84
2013Summary only. Only limited summary data is available for this year.$18.0$0.11$17.9$1.10$1.46$0.36
2012Summary only. Only limited summary data is available for this year.$18.7$0.47$18.3$5.36$1.41$3.95
2011Summary only. Only limited summary data is available for this year.$15.0$0.67$14.3$1.18$1.33$0.16