THE SHERWOOD OAKS FUND (EIN 200106286) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

GARY BRANDENBERGER

Phone

7247768100

Tax Period

2024-07-01 to 2025-06-30

THE SHERWOOD OAKS FUND, founded in 2003, is a small nonprofit that reported $341K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Net assets of $2.3M represent 82 months of operating reserves.

Mission

THE SHERWOOD OAKS FUND SUPPORTS CAPITAL AND OPERATIONAL PROGRAMS IN EXISTENCE AT PITTSBURGH LIFETIME CARE COMMUNITY DBA SHERWOOD OAKS, AN ORGANIZATION EXEMPT FROM INCOME TAXATION UNDER IRS CODE SECTION 501(C)(3).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $164,959

Program Service Revenue $0

Investment Income $175,905

Other Revenue $0

TOTAL REVENUE $340,864

Expense Breakdown

Grants Paid $349,799

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $351,744

Other Expenses $1,945

TOTAL EXPENSES $351,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$340,864	$883,961	-0.6%
Expenses	$351,744	$365,282	0.0%
Net Income	$-10,880	$518,679	-1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY BRANDENBERGER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
BETH BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE MCPEEK	SEC./TREASURER	5.00	Officer Director	$0	$0	$0
GEORGE EHRINGER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY PAUL	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA PANEI	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
MARYA SEA KAMINSKI	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH NOWAK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE CAPAN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$340,864	$351,744	$2,315,710	$-10,880
2024	$883,961	$365,282	$2,326,590	$518,679
2023	$368,650	$128,671	$1,807,911	$239,979
2022	$-125,668	$301,832	$1,567,932	$-427,500
2021	$496,543	$137,759	$1,995,431	$358,784
2020	$202,809	$136,957	$1,636,648	$65,852
2019	$154,009	$113,134	$1,570,798	$40,875

THE SHERWOOD OAKS FUND