Nonprofit · EIN 27-0037218
SHERWOOD INN APARTMENTS INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,622 | $14,672 | -$1,050 | $55,852 | $1,444 | $54,408 |
| June 30, 2024 | 990 | $10,360 | $9,786 | $574 | $57,449 | $1,991 | $55,458 |
| June 30, 2023 | 990 | $11,260 | $8,374 | $2,886 | $57,103 | $2,219 | $54,884 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,615
- Investment income
- $7
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,711
- Salaries, compensation and benefits (total)
- $2,711
- Professional fundraising fees
- $0
- Accounting fees
- $550
- Occupancy
- $3,466
- Depreciation
- $1,847
- Program services (functional)
- $12,804
- Management and general (functional)
- $1,868
Balance sheet and other
- Total assets, start of year
- $57,449
- Total assets, end of year
- $55,852
- Total liabilities, end of year
- $1,444
- Net assets, end of year
- $54,408
- Land, buildings and equipment
- $41,705
- Net assets without donor restrictions
- $54,408
- Gross receipts
- $13,622
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2001
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER GRENIER | President Trustee or director, Officer | 1 | $0 | $147,558 | $13,018 |
| MARK WOODARD | Treasurer Trustee or director, Officer | 1 | $0 | $138,748 | $10,491 |
| SARA SAVAGE | Secretary Trustee or director, Officer | 1 | $0 | $116,285 | $28,629 |
| LILA FLEISHMAN | Vice President Trustee or director, Officer | 1 | $0 | $104,668 | $21,698 |
| THOMAS LEE | BOARD MEMBER Trustee or director | 1 | $0 | $108,655 | $7,929 |
| ALYSE BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $70,961 | $18,235 |
| DANIEL MCINERNEY | BOARD MEMBER Trustee or director | 1 | $0 | $68,404 | $17,216 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER GRENIER | President Trustee or director, Officer | 1 | $0 | $135,599 | $11,352 |
| SARA SAVAGE | BOARD MEMBER Trustee or director | 1 | $0 | $112,163 | $27,331 |
| MARK WOODARD | Treasurer Trustee or director, Officer | 1 | $0 | $124,319 | $3,773 |
| THOMAS LEE | BOARD MEMBER Trustee or director | 1 | $0 | $104,337 | $7,574 |
| LILA FLEISHMAN | BOARD MEMBER Trustee or director | 1 | $0 | $93,959 | $17,692 |
| DANIEL MCINERNEY | BOARD MEMBER Trustee or director | 1 | $0 | $55,957 | $13,585 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARA SAVAGE | BOARD MEMBER Trustee or director | 1 | $0 | $106,802 | $33,704 |
| HEATHER GRENIER | President Trustee or director, Officer | 1 | $0 | $127,058 | $9,927 |
| TRACY MENUEZ | BOARD MEMBER Trustee or director | 1 | $0 | $115,048 | $8,386 |
| ELLEN DOWNEY | BOARD MEMBER Trustee or director | 1 | $0 | $42,272 | $330 |
| MARK WOODARD | Treasurer Trustee or director, Officer | 1 | $0 | $31,471 | $212 |
| THOMAS LEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 32 S TRACY AVE, BOZEMAN, MT 59715-4659
- In care of
- % JEFF RUPP
- Principal officer (990 for 2024)
- HEATHER GRENIER, 32 S TRACY AVE, BOZEMAN, MT 59715
- Signed the 990
- HEATHER GRENIER, President
- Phone
- (406) 587-4486
- Return prepared by
- Carver Florek & James LLC
Mission
PROVIDE LOW-INCOME HOUSING
Program accomplishments
- SHERWOOD INN APARTMENTS INC. HOLDS TITLE TO AND PROVIDES AFFORDABLE HOUSING IN SOUTHWEST MONTANA.Expenses $12,804 · revenue $13,615
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0037218
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Housing and shelter (L21)
- Assets (IRS master file)
- $55,852
- Income (IRS master file)
- $13,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,622 | $14,672 | $55,852 | XML |
| 990 | June 2024 | $10,360 | $9,786 | $57,449 | XML |
| 990 | June 2023 | $11,260 | $8,374 | $57,103 | XML |
| 990 | June 2022 | $78,847 | $11,819 | $53,975 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0037218).
Questions about SHERWOOD INN APARTMENTS INC
- What is the EIN of SHERWOOD INN APARTMENTS INC?
- The employer identification number (EIN) of SHERWOOD INN APARTMENTS INC is 27-0037218.
- Is SHERWOOD INN APARTMENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SHERWOOD INN APARTMENTS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SHERWOOD INN APARTMENTS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SHERWOOD INN APARTMENTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHERWOOD INN APARTMENTS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHERWOOD INN APARTMENTS INC?
- The 990 for the year ended June 30, 2025 names HEATHER GRENIER.
- Who are the officers and directors of SHERWOOD INN APARTMENTS INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SHERWOOD INN APARTMENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,622, expenses of $14,672 and total assets of $55,852 at year end.
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