Sherman Glen Inc (EIN 311325840) - 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

1992

Legal Domicile

Principal Officer

Maureen Hird

Phone

5136952207

Tax Period

2023-10-01 to 2024-09-30

Sherman Glen Inc, founded in 1992, is a community nonprofit in the Housing & Shelter sector that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 708% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 96% operating margin.

Mission

Rental Housing

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $133,564

Investment Income $3,317,918

Other Revenue $0

TOTAL REVENUE $3,451,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,031

Fundraising Expenses $0

Program Expenses $128,135

Other Expenses $104,104

TOTAL EXPENSES $128,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,451,482	$427,122	+7.1%
Expenses	$128,135	$344,807	-0.6%
Net Income	$3,323,347	$82,315	+39.4%

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

Volunteers

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

$108,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Hubbard	Board Member	1.00	Director	$0	$0	$0
Chris Robinson	Board Member	1.00	Director	$0	$0	$0
David Charpentier	Board Member	1.00	Director	$0	$0	$0
Dionne Swift	Board Member	1.00	Director	$0	$0	$0
Kim Hensley	Secretary	1.00	Officer Director	$0	$0	$0
Linda Burke	President	1.00	Officer Director	$0	$0	$0
Mark Sousa	Vice Treasurer	1.00	Officer Director	$0	$0	$0
Mary Reece	Board Member	1.00	Director	$0	$0	$0
Matt Nolan	Treasurer	1.00	Officer Director	$0	$0	$0
Paul Revelson	Vice President	1.00	Officer Director	$0	$0	$0
Rahul Gupta	Board Member	1.00	Director	$0	$0	$0
Soroya Smith	Board Member	1.00	Director	$0	$0	$0
Theresa Schneider	Board Member	1.00	Director	$0	$0	$0
Maureen Hird	CFO	1.00	Officer	$0	$47,827	$108,209

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
2024	$3,451,482	$128,135	$1,798,983	$3,323,347
2023	$427,122	$344,807	$1,140,605	$82,315
2022	$306,782	$379,998	$1,059,904	$-73,216
2021	$306,348	$366,580	$1,151,784	$-60,232
2020	$308,338	$358,598	$1,194,499	$-50,260

Sherman Glen Inc