Civic Intelligence

Sherman Foundation

990 • Fiscal year 2024 • EIN 95-2672431

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 12, 2024

Organization ProfileWWW.THESHERMAN.ORG

View Organization Page

4000 Mac Arthur Blvd 105Newport Beach, CA 92660

(949) 642-1626

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$998,073

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

59%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$27,547,436

Up $4,703,688 (+21%) from 2023

Net Assets

Up

$27,369,111

Up $4,679,219 (+21%) from 2023

Liabilities

Up

$178,325

Up $24,469 (+16%) from 2023

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin91st percentile

Revenue

Up

$8,408,928

Up $3,115,220 (+59%) from 2023

Expenses

Up

$3,729,710

Up $331,668 (+9.8%) from 2023

Net Income

Up

$4,679,218

Up $2,783,552 (+147%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2024

Assets$27,547,436
Liabilities$178,325
Net Assets$27,369,111
Open 2024 Filing

Operations Trend

Revenue Growth87th 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

2024

Revenue$8,408,928
Expenses$3,729,710
Net Income$4,679,218
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 12, 2024
Return Version
2023v5.1
Gross Receipts
$16,574,805
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 in Publicly Traded Securities$9,552,410$12,790,644▲ $3,238,234
Investments Other Securities$9,621,892$9,621,892→ $0
Accounts Receivable$1,085,977$2,079,990▲ $994,013
Land, Buildings, and Equipment, Net$1,684,222$1,744,170▲ $59,948
Inventories for Sale or Use$54,878$67,927▲ $13,049
Savings and Temporary Cash Investments$172,736$65,514▼ $107,222
Prepaid Expenses and Deferred Charges$29,433$40,983▲ $11,550
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$22,843,748$27,547,436▲ $4,703,688
Other Assets Total$639,682$1,133,798▲ $494,116
Liabilities
Accounts Payable and Accrued Expenses$133,869$121,552▼ $12,317
Other Liabilities$19,987$56,773▲ $36,786
Total Liabilities$153,856$178,325▲ $24,469
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,689,892$27,369,111▲ $4,679,219
Total Net Assets Fund Balance$22,689,892$27,369,111▲ $4,679,219
Total Liabilities and Net Assets / Fund Balance$22,843,748$27,547,436▲ $4,703,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$69,782$1,615,203$1,684,985
Other Land Buildings$956,392$192,612$1,149,004
Land$648,583-$648,583
Equipment$31,573$128,644$160,217
Leasehold Improvements$37,840$19,788$57,628
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Scott LafleurExec Director sl&gFT$265,362$51,679$317,041
Dt DanielsTrustee-$158,875$11,104$169,979
Jill ThrasherDirector of LibraryFT$106,209-$106,209
Tim CollinsTreasurer--$15,000$15,000

Board Members and Trustees

NameTitle
Gary PickettPresident
William B AveryVice President
Kyle CheesboroughGarden Director
C Stacy CannonTrustee
James RayTrustee
Janet RayTrustee
Judy PosnikoffTrustee
Kristin YokomotoTrustee
Peter RooneyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,745,322
Program Service Revenue
$423,883
Investment Income
$1,394,262
Other Revenue
$845,461
All Other Contributions
$5,745,322
Change in Net Assets
$4,679,218

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$78,000Appraisal
Total Noncash Contributions1$78,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,408,928
Total Revenue per Audited Statements
$8,408,928
Total Revenue per Form 990
$8,408,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,132,024
Other Expenses$1,516,131
Total Fundraising Expense$394,167
Professional Fundraising Fees$81,555
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,688,907-$145,130$1,834,037
Occupancy$708,898--$708,898
Payroll Taxes$126,331-$11,437$137,768
Other Employee Benefits$102,885-$14,665$117,550
Advertising$109,307--$109,307
Office Expenses$105,195--$105,195
Fees for Services Professional Fundraising--$81,555$81,555
Insurance$64,417--$64,417
Information Technology$56,804--$56,804
Fees for Service Investment Mgmnt Fees-$53,815-$53,815
Fees for Services Accounting-$43,200-$43,200
Pension Plan Contributions$42,669--$42,669
Fees for Services Other$39,000--$39,000
Travel$33,931--$33,931
Fees for Services Legal-$27,447-$27,447
Depreciation Depletion$23,337--$23,337
Other Expenses$8,784-$141,380$8,784
All Other Expenses$7,469--$7,469
Total Functional Expenses$3,211,081$124,462$394,167$3,729,710

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,729,710
Total Expenses per Audited Statements$3,729,710
Total Expenses per Form 990$3,729,710
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$463,382
Fundraising Direct Expenses$310,731
Professional Fundraising Fees$81,555

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$463,382$463,382$310,731$152,651
Total Events$463,382$463,382$310,731$152,651
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-
Tim CollinsTrusteeSee 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$54,718
Docent Fund$15,456
Security Deposits$-799
Deferred Special Events$-12,602
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
No
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, Section A, Line 2

“D.t. Daniels and tim collins are trustees of sherman foundation and directors of m.h. Sherman company. Sherman foundation controls 100% of the outstanding stock of m.h. Sherman company.gary pickett serves as a trustee of sherman foundation and is an officer and director of m.h. Sherman company.”

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

“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. Each trustee has signed the statement and complied with the policy.”

Form 990, Part VI, Section B, Line 15A

“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 directors of m.h. Sherman company and subsidiary, a related organization. Mr. Pickett also serves as an officer of m.h. Sherman company.”

Form 990, Part VI, Section B, Line 15B

“The executive director for sherman library and gardens meets with the foundation president annually to review employee performance and determine proper compensation. This information is then presented to the board of trustee's compensation committee for review and approval. Management considers compensation surveys from the american public gardens association and local cost of living information.”

Form 990, Part VI, Section C, Line 19

“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 by a cpa. In addition, the board of trustees has 3 members who practiced as certified public accountants in their careers. The board of trustees has several members that have extensive non-profit board experience. 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 board 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. 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
4000 MAC ARTHUR BLVD 105, NEWPORT BEACH, CA 92660

Signing Officer

Name
Gary Pickett
Title
President
Signed
2024-12-12

Organization Details

Principal Officer
Gary Pickett
Formed
1951
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
48
Volunteers
125
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = $1”

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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IRS990/Desc0SHERMAN GARDENS HAD 97,191 VISITORS, AN INCREASE OF 8% OVER THE PRIOR YEAR. THIS YEAR, THE SHERMAN GARDENS VOLUNTEER ASSOCIATION WORKED 9,915 HOURS AND DOCENTS WORKED 3,403 HOURS. SHERMAN GARDENS REINSTITUTED EDUCATIONAL TOURS OF THE BOTANICAL GARDENS FOR SCHOOL CHILDREN IN GRADES 3 THROUGH 5 BUSED IN FROM ALL PARTS OF ORANGE COUNTY, CA. STUDENTS FROM FORTY THREE ELEMENTARY SCHOOLS (1,620 STUDENTS) TOOK PART IN OUR FIELD TRIP PROGRAM. LESSON PLANS WERE DEVELOPED FOR THE DAY PRIOR TO THE TOUR AND FOR THE DAY AFTER THE TOUR. TRANSPORTATION COSTS WERE FUNDED BY SHERMAN GARDENS THROUGH DONATIONS.SHERMAN LIBRARY PARTNERED WITH A LOCAL ART MUSEUM FOR AN EXHIBIT OF SHERMAN LIBRARY & GARDEN'S ART COLLECTION. THREE SEPARATE ART EXHIBITS WERE CONDUCTED AT SHERMAN LIBRARY THAT FOCUSED ON THE HISTORY OF SOUTHERN CALIFORNIA. HISTORICAL RESEARCHERS UTILIZED 2,560 RECORDS AND ARTIFACTS FROM SHERMAN LIBRARY AND OUR PHOTO DATABASE HAD OVER 23,040 VIEWS.
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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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IRS990/ProgSrvcAccomActy2Grp/Desc0SHERMAN LIBRARY HAD 23,040 VIEWS OF OUR HISTORICAL PHOTO DATABASE, AND 2,560 RECORDS AND ARTIFACTS ACCESSED BY RESEARCHERS. THE LIBRARY HAD OVER 5,100 VISITORS DURING THE YEAR. OUR STAFF ASSISTED 548 SERIOUS RESEARCHERS IN THEIR STUDY OF THE HISTORY OF THE PACIFIC SOUTHWEST, WHICH IS THE MAIN FOCUS OF THE LIBRARY. VOLUNTEERS WORKED 1,209 HOURS, DOCENTS WORKED 460 HOURS AND INTERNS WORKED 400 HOURS AT THE LIBRARY. EACH CATEGORY EXCEEDED THE PRIOR YEAR. SHERMAN LIBRARY RECEIVED ADDITIONAL PIECES OF EARLY CALIFORNIA IMPRESIONIST ART FROM A DONOR WHO PREVIOUSLY DONATED 40 PAINTINGS THAT SHERMAN LIBRARY RESTORED AND DISPLAYED.
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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,547,436
Liabilities
$178,325
Net assets
$27,369,111
Revenue
$8,408,928
Expenses
$3,729,710
Net income
$4,679,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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