Civic Intelligence

Sherman Foundation

990 • Fiscal year 2022 • EIN 95-2672431

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 18, 2023

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.06x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

62nd percentile

13%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

96th percentile

$926,098

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

55th percentile

2.1%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$20,971,786

Up $435,338 (+2.1%) from 2021

Net Assets

Up

$20,794,223

Up $382,397 (+1.9%) from 2021

Liabilities

Up

$177,563

Up $52,941 (+42%) from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin62nd percentile

Revenue

Up

$2,966,996

Up $827,068 (+39%) from 2021

Expenses

Up

$2,584,599

Up $450,338 (+21%) from 2021

Net Income

Up

$382,397

Up $376,730 (+6648%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$20,971,786
Liabilities$177,563
Net Assets$20,794,223
Open 2022 Filing

Operations Trend

Revenue Growth82nd 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

2022

Revenue$2,966,996
Expenses$2,584,599
Net Income$382,397
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 18, 2023
Return Version
2021v4.1
Gross Receipts
$6,038,736
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$9,111,051$9,215,595▲ $104,544
Land, Buildings, and Equipment, Net$1,584,434$1,734,961▲ $150,527
Inventories for Sale or Use$66,722$89,626▲ $22,904
Accounts Receivable$40,338$33,418▼ $6,920
Prepaid Expenses and Deferred Charges$27,078$33,363▲ $6,285
Savings and Temporary Cash Investments$37,831$19,617▼ $18,214
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$20,536,448$20,971,786▲ $435,338
Other Assets Total$44,584$220,796▲ $176,212
Liabilities
Accounts Payable and Accrued Expenses$42,571$148,839▲ $106,268
Other Liabilities$82,051$28,724▼ $53,327
Total Liabilities$124,622$177,563▲ $52,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,411,826$20,794,223▲ $382,397
Total Net Assets Fund Balance$20,411,826$20,794,223▲ $382,397
Total Liabilities and Net Assets / Fund Balance$20,536,448$20,971,786▲ $435,338

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$59,096$1,570,936$1,630,032
Other Land Buildings$951,514$182,925$1,134,439
Land$648,583-$648,583
Equipment$33,832$178,937$212,769
Leasehold Improvements$41,936$15,692$57,628
Closely Held Equity Interests$9,621,892--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Scott LafleurExec Director sl&gFT$200,000$41,717$241,717
Kyle CheesboroughGarden DirectorFT$131,250$5,299$136,549
Julie PedersenSecretaryPT$32,550$9,482$42,032

Board Members and Trustees

NameTitle
Gary PickettPresident
C Stacy CannonTrustee
Craig CadwaladerTrustee
Dt DanielsTrustee
James RayTrustee
Matt EcheverriaTrustee
Tim CollinsTrustee
William B AveryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,018,674
Program Service Revenue
$403,323
Investment Income
$816,585
Other Revenue
$728,414
All Other Contributions
$1,018,674
Change in Net Assets
$382,397

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Works of Art1$194,500Appraisal
Total Noncash Contributions1$194,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,966,996
Total Revenue per Audited Statements
$2,966,996
Total Revenue per Form 990
$2,966,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,543,895
Other Expenses$957,355
Total Fundraising Expense$105,297
Professional Fundraising Fees$83,349
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,293,888$15,984$15,984$1,325,856
Occupancy$462,989--$462,989
Payroll Taxes$98,157$1,223$1,223$100,603
Other Employee Benefits$78,360$4,741$4,741$87,842
Fees for Services Professional Fundraising--$83,349$83,349
Insurance$56,796$12,201-$68,997
Fees for Service Investment Mgmnt Fees-$63,832-$63,832
Depreciation Depletion$57,805--$57,805
Fees for Services Accounting-$52,000-$52,000
Office Expenses$49,250--$49,250
Travel$38,391--$38,391
Pension Plan Contributions$29,594--$29,594
Other Expenses$22,255--$22,255
Fees for Services Legal-$7,190-$7,190
Advertising$3,075--$3,075
Fees for Services Other$155--$155
Total Functional Expenses$2,322,131$157,171$105,297$2,584,599

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,584,599
Total Expenses per Audited Statements$2,584,599
Total Expenses per Form 990$2,584,599
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$305,571
Fundraising Direct Expenses$234,758
Professional Fundraising Fees$83,349

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$305,571$305,571$234,758$70,813
Total Events$305,571$305,571$234,758$70,813
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$21,994
Docent Fund$15,755
Security Deposits$1,000
Deferred Special Events$-10,025
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. 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 and gary pickett are officers and 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

“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

“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

“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

“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

“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
Phone
9496421626
Signed
2023-01-18

Organization Details

Principal Officer
Gary Pickett
Formed
1951
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
5
Employees
44
Volunteers
125
Supplemental Narrative

Additional Explanations

Form 990, Part 1, Line 1

“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

“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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IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES RAY
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM COLLINS
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IRS990/MissionDesc0THE 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.
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,971,786
Liabilities
$177,563
Net assets
$20,794,223
Revenue
$2,966,996
Expenses
$2,584,599
Net income
$382,397
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
2022Detailed filing. Detailed filing data is available for this year.$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