NEWPORT BEACH, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SHERMAN FOUNDATION, founded in 1951, is a community nonprofit in the Environment sector that reported $8.4M in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 56% operating margin.
THE MISSION OF SHERMAN FOUNDATION IS THE OPERATION OF SHERMAN LIBRARY & GARDENS LOCATED IN CORONA DEL MAR, CA. THE MISSION OF SHERMAN LIBRARY & GARDENS IS TO PROVIDE THE PUBLIC AN OASIS OF INSPIRATION, EDUCATION AND APPRECIATION OF REGIONAL HISTORY, HORTICULTURE AND THE ARTS. SHERMAN GARDENS FEATURES AN EXTENSIVE BOTANICAL COLLECTION THAT SPANS THE GLOBE, RANGING FROM PLANT LIFE OF THE DESERT TO EXOTIC VEGETATION OF TROPICAL CLIMES. SHERMAN LIBRARY IS A HISTORICAL RESEARCH LIBRARY SPECIALIZING IN THE HISTORY OF THE PACIFIC SOUTHWEST, AS WELL AS HOME TO A COLLECTION OF CALIFORNIA IMPRESSIONIST ART.
SHERMAN GARDENS HAD 97,191 VISITORS, AN INCREASE OF 8% OVER THE PRIOR YEAR. THIS YEAR, THE SHERMAN GARDENS VOLUNTEER ASSOCIATION WORKED 9,915 HOURS AND DOCENTS WORKED 3,403 HOURS. SHERMAN GARDENS...
SHERMAN GARDENS HAD 97,191 VISITORS, AN INCREASE OF 8% OVER THE PRIOR YEAR. THIS YEAR, THE SHERMAN GARDENS VOLUNTEER ASSOCIATION WORKED 9,915 HOURS AND DOCENTS WORKED 3,403 HOURS. SHERMAN GARDENS REINSTITUTED EDUCATIONAL TOURS OF THE BOTANICAL GARDENS FOR SCHOOL CHILDREN IN GRADES 3 THROUGH 5 BUSED IN FROM ALL PARTS OF ORANGE COUNTY, CA. STUDENTS FROM FORTY THREE ELEMENTARY SCHOOLS (1,620 STUDENTS) TOOK PART IN OUR FIELD TRIP PROGRAM. LESSON PLANS WERE DEVELOPED FOR THE DAY PRIOR TO THE TOUR AND FOR THE DAY AFTER THE TOUR. TRANSPORTATION COSTS WERE FUNDED BY SHERMAN GARDENS THROUGH DONATIONS.SHERMAN LIBRARY PARTNERED WITH A LOCAL ART MUSEUM FOR AN EXHIBIT OF SHERMAN LIBRARY & GARDEN'S ART COLLECTION. THREE SEPARATE ART EXHIBITS WERE CONDUCTED AT SHERMAN LIBRARY THAT FOCUSED ON THE HISTORY OF SOUTHERN CALIFORNIA. HISTORICAL RESEARCHERS UTILIZED 2,560 RECORDS AND ARTIFACTS FROM SHERMAN LIBRARY AND OUR PHOTO DATABASE HAD OVER 23,040 VIEWS.
SHERMAN LIBRARY HAD 23,040 VIEWS OF OUR HISTORICAL PHOTO DATABASE, AND 2,560 RECORDS AND ARTIFACTS ACCESSED BY RESEARCHERS. THE LIBRARY HAD OVER 5,100 VISITORS DURING THE YEAR. OUR STAFF ASSISTED 548...
SHERMAN LIBRARY HAD 23,040 VIEWS OF OUR HISTORICAL PHOTO DATABASE, AND 2,560 RECORDS AND ARTIFACTS ACCESSED BY RESEARCHERS. THE LIBRARY HAD OVER 5,100 VISITORS DURING THE YEAR. OUR STAFF ASSISTED 548 SERIOUS RESEARCHERS IN THEIR STUDY OF THE HISTORY OF THE PACIFIC SOUTHWEST, WHICH IS THE MAIN FOCUS OF THE LIBRARY. VOLUNTEERS WORKED 1,209 HOURS, DOCENTS WORKED 460 HOURS AND INTERNS WORKED 400 HOURS AT THE LIBRARY. EACH CATEGORY EXCEEDED THE PRIOR YEAR. SHERMAN LIBRARY RECEIVED ADDITIONAL PIECES OF EARLY CALIFORNIA IMPRESIONIST ART FROM A DONOR WHO PREVIOUSLY DONATED 40 PAINTINGS THAT SHERMAN LIBRARY RESTORED AND DISPLAYED.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $8,408,928 | $5,293,708 | +0.6% |
| Expenses | $3,729,710 | $3,398,042 | +0.1% |
| Net Income | $4,679,218 | $1,895,666 | +1.5% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| GARY PICKETT | President | 15.00 |
Officer
Director
|
$0 | $0 | $998,073 |
| A SCOTT LAFLEUR | EXEC DIR-SL&G | 40.00 |
|
$317,041 | $0 | $317,041 |
| KYLE CHEESBOROUGH | GARDEN DIRECTOR | 40.00 |
|
$169,979 | $0 | $169,979 |
| JILL THRASHER | DIR OF LIBRARY | 40.00 |
|
$106,209 | $0 | $106,209 |
| DT DANIELS | Trustee | 1.00 |
Director
|
$0 | $0 | $102,000 |
| TIM COLLINS | Treasurer | 4.00 |
Officer
Director
|
$0 | $0 | $15,000 |
| PETER ROONEY | Trustee | 0.20 |
Director
|
$0 | $0 | $0 |
| C STACY CANNON | Trustee | 0.20 |
Director
|
$0 | $0 | $0 |
| WILLIAM B AVERY | Vice President | 0.20 |
Officer
Director
|
$0 | $0 | $0 |
| KRISTIN YOKOMOTO | Trustee | 0.20 |
Director
|
$0 | $0 | $0 |
| JUDY POSNIKOFF | Trustee | 0.20 |
Director
|
$0 | $0 | $0 |
| JAMES RAY | Trustee | 6.00 |
Director
|
$0 | $0 | $0 |
| JANET RAY | Trustee | 6.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $8,408,928 | $3,729,710 | $27,547,436 | $4,679,218 |
| 2023 | $5,293,708 | $3,398,042 | $22,843,748 | $1,895,666 |
| 2022 | $2,966,996 | $2,584,599 | $20,971,786 | $382,397 |
| 2021 | $2,139,928 | $2,134,261 | $20,536,448 | $5,667 |
| 2020 | $1,724,352 | $1,913,403 | $20,509,157 | $-189,051 |
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