Civic Intelligence

Sherman Foundation

990 • Fiscal year 2023 • EIN 95-2672431

Oct 01, 2022 to Sep 30, 2023 • Filed on Mar 26, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.03x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$813,398

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

59th percentile

8.9%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

78%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$22,843,748

Up $1,871,962 (+8.9%) from 2022

Net Assets

Up

$22,689,892

Up $1,895,669 (+9.1%) from 2022

Liabilities

Down

$153,856

Down $23,707 (-13%) from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin85th percentile

Revenue

Up

$5,293,708

Up $2,326,712 (+78%) from 2022

Expenses

Up

$3,398,042

Up $813,443 (+31%) from 2022

Net Income

Up

$1,895,666

Up $1,513,269 (+396%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$22,843,748
Liabilities$153,856
Net Assets$22,689,892
Open 2023 Filing

Operations Trend

Revenue Growth91st 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

2023

Revenue$5,293,708
Expenses$3,398,042
Net Income$1,895,666
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Mar 26, 2024
Return Version
2022v5.0
Gross Receipts
$7,738,651
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$9,215,595$9,552,410▲ $336,815
Land, Buildings, and Equipment, Net$1,734,963$1,684,222▼ $50,741
Accounts Receivable$33,418$1,085,977▲ $1,052,559
Savings and Temporary Cash Investments$19,617$172,736▲ $153,119
Inventories for Sale or Use$89,626$54,878▼ $34,748
Prepaid Expenses and Deferred Charges$33,363$29,433▼ $3,930
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$20,971,786$22,843,748▲ $1,871,962
Other Assets Total$220,794$639,682▲ $418,888
Liabilities
Accounts Payable and Accrued Expenses$148,839$133,869▼ $14,970
Other Liabilities$28,724$19,987▼ $8,737
Total Liabilities$177,563$153,856▼ $23,707
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,794,223$22,689,892▲ $1,895,669
Total Net Assets Fund Balance$20,794,223$22,689,892▲ $1,895,669
Total Liabilities and Net Assets / Fund Balance$20,971,786$22,843,748▲ $1,871,962

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,207$1,613,154$1,627,361
Other Land Buildings$948,274$187,767$1,136,041
Land$648,583-$648,583
Equipment$35,270$185,308$220,578
Leasehold Improvements$37,888$19,740$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$218,000$50,781$268,781
Dt DanielsTrustee-$157,500$10,281$167,781
Jennifer GrangerDirector of AdvancementFT$91,000-$91,000

Board Members and Trustees

NameTitle
Gary PickettPresident
Kyle CheesboroughGarden Director
C Stacy CannonTrustee
James RayTrustee
Kristin YokomotoTrustee
Peter RooneyTrustee
Tim CollinsTrustee
William B AveryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,285,619
Program Service Revenue
$400,454
Investment Income
$878,855
Other Revenue
$728,780
All Other Contributions
$3,285,619
Change in Net Assets
$1,895,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,293,708
Total Revenue per Audited Statements
$5,293,708
Total Revenue per Form 990
$5,293,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,927,319
Other Expenses$1,281,276
Total Fundraising Expense$416,918
Professional Fundraising Fees$189,447
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,547,336-$123,300$1,670,636
Occupancy$570,368--$570,368
Fees for Services Professional Fundraising--$189,447$189,447
Office Expenses$164,458--$164,458
Payroll Taxes$117,620-$9,545$127,165
Other Employee Benefits$93,486--$93,486
Fees for Services Accounting-$65,000-$65,000
Advertising$62,394--$62,394
Insurance$42,874$17,584-$60,458
Depreciation Depletion$57,479--$57,479
Fees for Service Investment Mgmnt Fees-$52,900-$52,900
Pension Plan Contributions$36,032--$36,032
Other Expenses$23,391-$91,626$23,391
Travel$23,203--$23,203
All Other Expenses$15,057--$15,057
Fees for Services Legal-$4,647-$4,647
Fees for Services Other-$90$3,000$3,090
Total Functional Expenses$2,840,903$140,221$416,918$3,398,042

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,398,042
Total Expenses per Audited Statements$3,398,042
Total Expenses per Form 990$3,398,042
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$336,567
Fundraising Direct Expenses$238,602
Professional Fundraising Fees$189,447

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$336,567$336,567$238,602$97,965
Total Events$336,567$336,567$238,602$97,965
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$33,042
Docent Fund$15,510
Security Deposits$-616
Deferred Special Events$-27,949
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, Section A, Line 2

“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, 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.”

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 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 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
567 SAN NICOLAS DRIVE 220, NEWPORT BEACH, CA 92660

Signing Officer

Name
Gary Pickett
Title
President
Signed
2024-03-26

Organization Details

Principal Officer
Gary Pickett
Formed
1951
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
47
Volunteers
125
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING = $3”

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/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 5,080 VISITORS, AN INCREASE OF 23.8% OVER THE PRIOR YEAR. OUR STAFF ASSISTED 528 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 140 HOURS AND INTERNS WORKED 190 HOURS AT THE LIBRARY. EACH CATEGORY EXCEEDED THE PRIOR YEAR. SHERMAN LIBRARY RESTORED OVER 40 PIECES OF ART RECEIVED IN THE PRIOR YEAR AND SUCCESSFULLY DISPLAYED THE COLLECTION TO THE PUBLIC. IN ADDITION, IN COOPERATION WITH THE LAGUNA BEACH ART MUSEUM, SHERMAN LIBRARY LOANED ITS CALIFORNIA IMPRESSIONIST COLLECTION TO LBAM FOR A SIX WEEK EXHIBIT TO THE PUBLIC.
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,843,748
Liabilities
$153,856
Net assets
$22,689,892
Revenue
$5,293,708
Expenses
$3,398,042
Net income
$1,895,666
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
2023Detailed filing. Detailed filing data is available for this year.$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