Civic Intelligence

Sherman Foundation

990 • Fiscal year 2017 • EIN 95-2672431

Oct 01, 2016 to Sep 30, 2017

Organization ProfileWWW.THESHERMAN.ORG
Newport Beach, CA
Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.01x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

429%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$21,285,780

Up $5,034,554 (+31%) from 2016

Net Assets

Up

$21,193,658

Up $5,068,670 (+31%) from 2016

Liabilities

Down

$92,122

Down $34,116 (-27%) from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin96th percentile

Revenue

Up

$6,770,905

Up $5,490,059 (+429%) from 2016

Expenses

Up

$1,702,245

Up $27,215 (+1.6%) from 2016

Net Income

Up

$5,068,660

Up $5,462,844 (+1386%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2017

Assets$21,285,780
Liabilities$92,122
Net Assets$21,193,658
Open 2017 Filing

Operations Trend

Revenue Growth98th 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

2017

Revenue$6,770,905
Expenses$1,702,245
Net Income$5,068,660
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$21,285,780
Liabilities
$92,122
Net assets
$21,193,658
Revenue
$6,770,905
Expenses
$1,702,245
Net income
$5,068,660
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