Sherwood Oaks Fund
Sherwood Oaks Fund maintains strong financial health with growing assets and no liabilities, reporting zero officer compensation.
EIN: 200106286 · Cranberry Township, PA · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $884K |
| Total Expenses | $365K |
| Program Spending | 90% |
| Net Assets | $2.3M |
| Transparency Score | 95/100 |
Is Sherwood Oaks Fund Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sherwood Oaks Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sherwood Oaks Fund
Sherwood Oaks Fund (EIN: 200106286) is a nonprofit organization based in Cranberry Township, PA. The organization reported total revenue of $884K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sherwood Oaks Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sherwood Oaks Fund is a small nonprofit that has been operating for 22 years, with 14 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 16.7%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $884K |
| Total Expenses | $365K |
| Surplus / Deficit | +$519K |
| Total Assets | $2.3M |
| Net Assets | $2.3M |
| Operating Margin | 58.7% |
| Months of Reserves | 76.4 months |
Financial Health Grade: A
In 2024, Sherwood Oaks Fund reported a surplus of $519K with revenue exceeding expenses, holds 76.4 months of operating reserves (strong position).
Financial Trends
Over 14 years of filings (2011–2024), Sherwood Oaks Fund's revenue has grown at a compound annual growth rate (CAGR) of 16.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +139.8% | +183.9% | +28.7% |
| 2022 | -125.3% | +119.1% | -21.4% |
| 2021 | +144.8% | +0.6% | +21.9% |
| 2020 | +31.7% | +21.1% | +4.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sherwood Oaks Fund with a Mission Score of 95 out of 100 (Excellent). 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, Sherwood Oaks Fund 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 (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $519K, with revenue exceeding expenses.
Executive Compensation Analysis
Sherwood Oaks Fund consistently reports 0% officer compensation across all available filings, indicating that its executive leadership is either entirely volunteer-based or compensated by an external entity, which is a strong positive for resource allocation directly to its mission.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Sherwood Oaks Fund's IRS 990 filings:
- Negative revenue reported in 202206 ($-125,668) without clear explanation in provided data.
Strengths
The following positive indicators were identified for Sherwood Oaks Fund:
- Consistently growing assets, reaching $2,326,590 in 202406.
- Zero reported liabilities across all 14 filings, indicating strong financial stability.
- 0% officer compensation reported, suggesting highly efficient use of funds for mission-related activities.
- Strong program spending efficiency, with expenses significantly lower than revenue in most periods.
- Consistent IRS 990 filing history, demonstrating good transparency.
Frequently Asked Questions about Sherwood Oaks Fund
Is Sherwood Oaks Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Sherwood Oaks Fund (EIN: 200106286) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.
How does Sherwood Oaks Fund spend its money?
Sherwood Oaks Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Sherwood Oaks Fund tax-deductible?
Sherwood Oaks Fund is registered as a tax-exempt nonprofit (EIN: 200106286). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Sherwood Oaks Fund located?
Sherwood Oaks Fund is headquartered in Cranberry Township, Pennsylvania and files with the IRS under EIN 200106286.
How many years of IRS 990 filings does Sherwood Oaks Fund have?
Sherwood Oaks Fund has 14 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 $884K in total revenue.
Is Sherwood Oaks Fund a good charity?
Based on its financial data, Sherwood Oaks Fund appears to be a very good charity. It exhibits strong financial health with growing assets ($2,326,590 in 202406), no liabilities, and consistently low expenses relative to revenue. The reported 0% officer compensation is a significant positive indicator of efficient resource allocation.
How does Sherwood Oaks Fund manage its expenses?
Sherwood Oaks Fund manages its expenses very efficiently. In the latest period (202406), expenses were $365,282 against $883,961 in revenue, meaning only about 41.3% of its revenue was spent. The consistent reporting of 0% officer compensation suggests a strong focus on minimizing administrative overhead.
What is the trend in Sherwood Oaks Fund's revenue?
Sherwood Oaks Fund's revenue has shown significant variability but a general upward trend, with a notable peak of $883,961 in 202406. While there was a negative revenue period in 202206 ($-125,668), the overall trend, especially in recent years, indicates strong financial inflows.
Does Sherwood Oaks Fund have any debt?
No, Sherwood Oaks Fund consistently reports $0 in liabilities across all 14 available IRS 990 filings, indicating a debt-free financial position.
Filing History
IRS 990 filing history for Sherwood Oaks Fund showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2024), Sherwood Oaks Fund's revenue has grown by 644.5%, moving from $119K to $884K. Total assets increased by 57.1% over the same period, from $1.5M to $2.3M. Total functional expenses rose by 223.8%, from $113K to $365K. In its most recent filing year (2024), Sherwood Oaks Fund reported a surplus of $519K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $884K | $365K | $2.3M | $0 | — | View 990 |
| 2023 | $369K | $129K | $1.8M | $0 | — | View 990 |
| 2022 | $-125,668 | $302K | $1.6M | $0 | — | View 990 |
| 2021 | $497K | $138K | $2.0M | $0 | — | View 990 |
| 2020 | $203K | $137K | $1.6M | $0 | — | View 990 |
| 2019 | $154K | $113K | $1.6M | $0 | — | View 990 |
| 2018 | $174K | $101K | $1.5M | $0 | — | — |
| 2017 | $317K | $119K | $1.5M | $0 | — | View 990 |
| 2016 | $61K | $283K | $1.3M | $0 | — | View 990 |
| 2015 | $176K | $53K | $1.5M | $0 | — | View 990 |
| 2014 | $872K | $53K | $1.4M | $0 | — | View 990 |
| 2013 | $277K | $937K | $539K | $0 | — | View 990 |
| 2012 | $16K | $297K | $1.2M | $0 | — | View 990 |
| 2011 | $119K | $113K | $1.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $884K, expenses of $365K, and assets of $2.3M (revenue +139.8% year-over-year).
- 2023: Revenue of $369K, expenses of $129K, and assets of $1.8M.
- 2022: Revenue of $-125,668, expenses of $302K, and assets of $1.6M (revenue -125.3% year-over-year).
- 2021: Revenue of $497K, expenses of $138K, and assets of $2.0M (revenue +144.8% year-over-year).
- 2020: Revenue of $203K, expenses of $137K, and assets of $1.6M (revenue +31.7% year-over-year).
- 2019: Revenue of $154K, expenses of $113K, and assets of $1.6M (revenue -11.4% year-over-year).
- 2018: Revenue of $174K, expenses of $101K, and assets of $1.5M (revenue -45.2% year-over-year).
- 2017: Revenue of $317K, expenses of $119K, and assets of $1.5M (revenue +419.5% year-over-year).
- 2016: Revenue of $61K, expenses of $283K, and assets of $1.3M (revenue -65.2% year-over-year).
- 2015: Revenue of $176K, expenses of $53K, and assets of $1.5M (revenue -79.9% year-over-year).
- 2014: Revenue of $872K, expenses of $53K, and assets of $1.4M (revenue +214.4% year-over-year).
- 2013: Revenue of $277K, expenses of $937K, and assets of $539K (revenue +1659.8% year-over-year).
- 2012: Revenue of $16K, expenses of $297K, and assets of $1.2M (revenue -86.7% year-over-year).
- 2011: Revenue of $119K, expenses of $113K, and assets of $1.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sherwood Oaks Fund:
Data Sources and Methodology
This transparency report for Sherwood Oaks Fund 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.