Sherman Family Foundation

Sherman Family Foundation's assets have declined by over 75% in a decade due to consistent spending exceeding revenue.

EIN: 10530498 · Scarborough, ME · NTEE: T22 · Updated: 2026-03-28

$60KRevenue
$150KAssets
55/100Mission Score (Fair)
T22
Sherman Family Foundation Financial Summary
MetricValue
Total Revenue$60K
Total Expenses$81K
Program Spending90%
Net Assets$180K
Transparency Score55/100

Is Sherman Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
ModerateTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Sherman Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sherman Family Foundation

Sherman Family Foundation (EIN: 10530498) is a nonprofit organization based in Scarborough, ME, classified under NTEE code T22. The organization reported total revenue of $60K and total assets of $150K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sherman Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

26Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Sherman Family Foundation is a micro nonprofit that has been operating for 26 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$59K
Total Expenses$81K
Surplus / Deficit$-22,251
Total Assets$180K
Total Liabilities$1
Net Assets$180K
Operating Margin-37.6%
Debt-to-Asset Ratio0.0%
Months of Reserves26.5 months

Financial Health Grade: B

In 2023, Sherman Family Foundation reported a deficit of $22K with expenses exceeding revenue, holds 26.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Sherman Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+148.9%+2.4%-11.0%
2022-81.2%-14.6%-21.6%
2021-3.2%-18.2%+14.8%
2020+181.6%-9.5%-22.8%
2019-62.3%+13.9%-49.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2000

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sherman Family Foundation, a private foundation, exhibits a concerning trend of declining assets and consistent operating deficits in recent years. For instance, in 2023, expenses of $81,476 significantly outstripped revenue of $59,225, leading to a reduction in assets from $179,716 to $150,348. This pattern is not isolated, as 2022 also saw expenses of $79,603 against revenue of $23,793. While the foundation consistently reports 0% officer compensation, which is a positive indicator of efficiency in that area, the overall financial health is challenged by its inability to cover expenses with incoming revenue, drawing down its asset base from a high of $639,441 in 2013 to $150,348 currently. This suggests a reliance on its endowment to fund operations, which is unsustainable in the long term without significant new contributions or a change in spending patterns. The foundation's transparency is generally good, with consistent IRS 990 filings. However, the NTEE code T22 (Private Grantmaking Foundations) implies its primary activity is making grants, and without detailed program expense breakdowns, it's difficult to fully assess the impact of its spending. The consistent liabilities of $1 across all reported periods suggest minimal operational debt, which is a strength. However, the continuous decline in assets, from $624,221 in 2014 to $150,348 currently, indicates a significant depletion of its financial reserves. This trend raises questions about the long-term viability and sustainability of its grantmaking activities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sherman Family Foundation with a Mission Score of 55 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Sherman Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$59KTotal Revenue
$81KTotal Expenses
$180KTotal Assets
$1Total Liabilities
$180KNet Assets
  • The organization reported a deficit of $22K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported at 0%, indicating that no officers or directors are receiving salaries from the foundation, which is highly efficient for an organization of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Sherman Family Foundation's IRS 990 filings:

  • Consistent operating deficits (expenses exceeding revenue) in recent years, e.g., 2023 ($81,476 expenses vs. $59,225 revenue).
  • Significant and continuous decline in total assets, from $639,441 in 2013 to $150,348 currently, indicating depletion of reserves.
  • Long-term financial sustainability is questionable given the ongoing asset depletion.

Strengths

The following positive indicators were identified for Sherman Family Foundation:

  • Zero officer compensation reported across all filings, indicating high efficiency in leadership costs.
  • Consistent IRS 990 filings demonstrate good transparency.
  • Minimal liabilities ($1 reported consistently) suggest sound management of operational debt.

Frequently Asked Questions about Sherman Family Foundation

Is Sherman Family Foundation a legitimate charity?

Sherman Family Foundation (EIN: 10530498) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 55/100. It has 10 years of IRS 990 filings on record. Total revenue: $60K. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Sherman Family Foundation spend its money?

Sherman Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Sherman Family Foundation tax-deductible?

Sherman Family Foundation is registered as a tax-exempt nonprofit (EIN: 10530498). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Sherman Family Foundation compare to similar nonprofits?

With a transparency score of 55/100 (Fair), Sherman Family Foundation is near average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Sherman Family Foundation located?

Sherman Family Foundation is headquartered in Scarborough, Maine and files with the IRS under EIN 10530498. It is classified under NTEE code T22.

How many years of IRS 990 filings does Sherman Family Foundation have?

Sherman Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $60K in total revenue.

Is the Sherman Family Foundation financially sustainable?

Based on the consistent trend of expenses exceeding revenue and the significant decline in assets from $639,441 in 2013 to $150,348 currently, the foundation's current financial model appears unsustainable without new significant funding or a reduction in spending.

What is the primary cause of the asset decline?

The primary cause is that expenses have frequently exceeded revenue. For example, in 2023, expenses were $81,476 while revenue was $59,225, and in 2022, expenses were $79,603 against revenue of $23,793, leading to a draw-down of assets.

How does the foundation manage executive compensation?

The foundation consistently reports 0% officer compensation across all available filings, indicating a highly efficient approach to executive pay.

Filing History

IRS 990 filing history for Sherman Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Sherman Family Foundation's revenue has declined by 56.9%, moving from $137K to $59K. Total assets decreased by 69% over the same period, from $579K to $180K. Total functional expenses rose by 34.4%, from $61K to $81K. In its most recent filing year (2023), Sherman Family Foundation reported a deficit of $22K, with expenses exceeding revenue. The organization holds $1 in liabilities against $180K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $180K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $59K $81K $180K $1 View 990
2022 $24K $80K $202K $1 View 990
2021 $126K $93K $258K $1
2020 $131K $114K $225K $1 View 990
2019 $46K $126K $291K $1 View 990
2015 $123K $111K $572K $1 View 990
2014 $176K $139K $624K $1 View 990
2013 $229K $116K $639K $1 View 990
2012 $110K $65K $587K $1 View 990
2011 $137K $61K $579K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $59K, expenses of $81K, and assets of $180K (revenue +148.9% year-over-year).
  • 2022: Revenue of $24K, expenses of $80K, and assets of $202K (revenue -81.2% year-over-year).
  • 2021: Revenue of $126K, expenses of $93K, and assets of $258K (revenue -3.2% year-over-year).
  • 2020: Revenue of $131K, expenses of $114K, and assets of $225K (revenue +181.6% year-over-year).
  • 2019: Revenue of $46K, expenses of $126K, and assets of $291K (revenue -62.3% year-over-year).
  • 2015: Revenue of $123K, expenses of $111K, and assets of $572K (revenue -30.1% year-over-year).
  • 2014: Revenue of $176K, expenses of $139K, and assets of $624K (revenue -23.1% year-over-year).
  • 2013: Revenue of $229K, expenses of $116K, and assets of $639K (revenue +108.9% year-over-year).
  • 2012: Revenue of $110K, expenses of $65K, and assets of $587K (revenue -20.1% year-over-year).
  • 2011: Revenue of $137K, expenses of $61K, and assets of $579K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sherman Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Sherman Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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