Civic Intelligence

The Al Sherman Foundation

990PF • Fiscal year 2018 • EIN 95-4140430

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 25, 2019

Organization Profile
2000 E Franquero LaneCottonwood, AZ 86326

(818) 800-0071

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

6.2%

Faster asset growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

301%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,492,218

Up $202,973 (+6.2%) from 2017

Net Assets

Up

$3,492,218

Up $202,973 (+6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin91st percentile

Revenue

Up

$356,955

Up $267,912 (+301%) from 2017

Expenses

Up

$152,029

Up $9,956 (+7.0%) from 2017

Net Income

Up

$204,926

Up $257,956 (+486%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$10M$5.0M$0Assets 2011: $2,251,295Liabilities 2011: $02011Assets 2012: $2,874,456Liabilities 2012: $02012Assets 2013: $2,934,310Liabilities 2013: $0Net Assets 2013: $2,934,3102013Assets 2014: $2,887,060Liabilities 2014: $0Net Assets 2014: $2,887,0602014Assets 2015: $3,390,007Liabilities 2015: $0Net Assets 2015: $3,390,0072015Assets 2016: $3,339,968Liabilities 2016: $0Net Assets 2016: $3,339,9682016Assets 2017: $3,289,245Liabilities 2017: $0Net Assets 2017: $3,289,2452017Assets 2018: $3,492,218Liabilities 2018: $0Net Assets 2018: $3,492,2182018Assets 2019: $3,439,731Liabilities 2019: $0Net Assets 2019: $3,439,7312019Assets 2020: $3,373,004Liabilities 2020: $0Net Assets 2020: $3,373,0042020Assets 2021: $8,256,156Liabilities 2021: $0Net Assets 2021: $8,256,1562021Assets 2022: $7,179,107Liabilities 2022: $0Net Assets 2022: $7,179,1072022Assets 2023: $8,143,579Liabilities 2023: $0Net Assets 2023: $8,143,5792023Assets 2024: $6,779,896Liabilities 2024: $0Net Assets 2024: $6,779,8962024Assets 2025: $7,682,727Liabilities 2025: $0Net Assets 2025: $7,682,7272025

Highlighted filing

2018

Assets$3,492,218
Liabilities$0
Net Assets$3,492,218
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $66,739Expenses 2011: $199,695Net Income 2011: -$132,9562011Revenue 2012: $423,005Expenses 2012: $236,579Net Income 2012: $186,4262012Expenses 2013: $43,2102013Revenue 2014: $46,515Expenses 2014: $93,765Net Income 2014: -$47,2502014Revenue 2015: $166,433Expenses 2015: $130,926Net Income 2015: $35,5072015Revenue 2016: $68,800Expenses 2016: $127,909Net Income 2016: -$59,1092016Revenue 2017: $89,043Expenses 2017: $142,073Net Income 2017: -$53,0302017Revenue 2018: $356,955Expenses 2018: $152,029Net Income 2018: $204,9262018Revenue 2019: $49,454Expenses 2019: $91,941Net Income 2019: -$42,4872019Revenue 2020: $111,365Expenses 2020: $178,092Net Income 2020: -$66,7272020Revenue 2021: $429,972Expenses 2021: $161,727Net Income 2021: $268,2452021Revenue 2022: $237,555Expenses 2022: $199,255Net Income 2022: $38,3002022Revenue 2023: $2,404,562Expenses 2023: $204,031Net Income 2023: $2,200,5312023Revenue 2024: $1,298,316Expenses 2024: $214,422Net Income 2024: $1,083,8942024Revenue 2025: $949,965Expenses 2025: $347,706Net Income 2025: $602,2592025

Highlighted filing

2018

Revenue$356,955
Expenses$152,029
Net Income$204,926
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 25, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DICK SHERMANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Al Sherman Foundation
EIN
95-4140430
Phone
8188000071
Address
2000 E FRANQUERO LANE, COTTONWOOD, AZ 86326

Signing Officer

Name
Dick Sherman
Title
Director
Signed
2019-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Goldman Melcher & Co CPAs
Address
5850 Canoga Avenue Ste 200, Woodland Hills, CA 91367
Preparer
Alan P Melcher
Phone
8187101133
Raw XML Appendix328 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02000 E FRANQUERO LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COTTONWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd086326
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DICK SHERMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08188000071
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Community music programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY MUSIC PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOHN WAYNE CANCER INSTITUTE AUXILIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NEIGHBORHOOD MUSIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HAWAIIAN YOUTH SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02200 SANTA MONICA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1358 S BOYLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21110 UNIVERSITY AVE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296826
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0315000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0315000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0240000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LEGAL & ACCTG
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149967
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3950
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt083304
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1795
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt31377
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt3PAYROLL TAXES
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DICK SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AL SHERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALSH
ReturnHeader/Filer/EIN0954140430
ReturnHeader/Filer/PhoneNum08188000071
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 E FRANQUERO LANE
ReturnHeader/Filer/USAddress/CityNm0COTTONWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd086326
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954123019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goldman Melcher & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05850 Canoga Avenue Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187101133
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan P Melcher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-28T12:10:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,492,218
Liabilities
$0
Net assets
$3,492,218
Revenue
$356,955
Expenses
$152,029
Net income
$204,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.95$0.35$0.60
2024Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$1.30$0.21$1.08
2023Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$2.40$0.20$2.20
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.24$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.43$0.16$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.11$0.18$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.36$0.15$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.09$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.07$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.05$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.04
2012Summary only. Only limited summary data is available for this year.$2.87$0.00$0.42$0.24$0.19
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.07$0.20$0.13