SHERWOOD FOREST FOUNDATION (EIN 831345680) - 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

2018

Legal Domicile

Principal Officer

JAMES M SCHALLOM

Phone

3146443322

Tax Period

2023-01-01 to 2023-12-31

SHERWOOD FOREST FOUNDATION, founded in 2018, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $57K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $67K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE MISSION OF SHERWOOD FOREST FOUNDATION IS TO SUPPORT THE ACTIVITIES OF SHERWOOD FOREST CAMP, INC.

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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 $0

Investment Income $56,861

Other Revenue $0

TOTAL REVENUE $56,861

Expense Breakdown

Grants Paid $56,867

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,330

Other Expenses $10,463

TOTAL EXPENSES $67,330

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,861	$60,294	-0.1%
Expenses	$67,330	$59,384	+0.1%
Net Income	$-10,469	$910	-12.5%

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

$133,249

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BLATT	VICE PRES/TREASURER TILL 11-14-23	0.20	Officer Director	$0	$0	$0
HANNAH MILLER	DIRECTOR	0.20	Director	$0	$0	$0
HOWARD J SMITH	DIRECTOR	0.20	Director	$0	$0	$0
DAVID GOEKE	SECRETARY	0.20	Officer Director	$0	$0	$0
KYLE NESSELBUSH	PRESIDENT TILL 11-14-23	0.20	Officer Director	$0	$0	$0
JAMES M SCHALLOM	PRESIDENT AS OF 11-14-23	0.20	Officer Director	$0	$0	$0
JOHN H STURM	VICE PRES/TREASURER AS OF 11-14-23	0.20	Officer Director	$0	$0	$0
ADALYN BOND	EXECUTIVE DIRECTOR	1.00	Officer	$0	$42,364	$133,249

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	No data	No data	No data	No data
2023	$56,861	$67,330	$5,843,840	$-10,469
2022	$60,294	$59,384	$5,847,295	$910
2021	$60,144	$3,323	$5,846,385	$56,821
2020	$454,494	$35,700	$5,789,564	$418,794
2019	$446,160	$32,652	$5,763,154	$413,508
2018	$4,974,271	$17,009	$5,706,368	$4,957,262

SHERWOOD FOREST FOUNDATION