SACRED HEART SOCIETY OF MEDINA NY INC (EIN 161135309) - 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

1924

Legal Domicile

Principal Officer

JOHN THOMAS

Phone

5857984480

Tax Period

2024-08-01 to 2025-07-31

SACRED HEART SOCIETY OF MEDINA NY INC, founded in 1924, is a small nonprofit in the Recreation & Sports sector that reported $137K in total revenue in fiscal year 2024. Expenses of $159K exceeded revenue, resulting in a 16% operating deficit.

Mission

SOCIAL AND RECREATIONAL CLUB: TO PROVIDE A SOCIAL ENVIRONMENT TO MEMBERS AND THEIR GUESTS.

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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 $8,305

Program Service Revenue $0

Investment Income $5

Other Revenue $128,380

TOTAL REVENUE $136,690

Expense Breakdown

Grants Paid $1,825

Salaries & Benefits $66,635

Fundraising Expenses $0

Other Expenses $90,753

TOTAL EXPENSES $159,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,690	$127,031	+0.1%
Expenses	$159,213	$152,201	+0.0%
Net Income	$-22,523	$-25,170	-0.1%

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

$18,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN THOMAS	PRESIDENT	15.00	Officer	$0	$0	$0
JOE MEYER	TREASURER	15.00	Officer	$0	$0	$0
DONNA BROWN	FINANCIAL SECRETARY	22.00	Officer	$18,296	$0	$18,296
ROBERT ASHWORTH	ASST. TREASURER	2.00	Officer	$0	$0	$0
CHRIS KOZODY	RECORDING SECRETARY	5.00	Officer	$0	$0	$0
JOHN WEAVER	ASST. RECORDING SECRETARY	1.00	Officer	$0	$0	$0
TAMI SIFFRINGER	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL GEVENDA	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW BACKLAS	TRUSTEE	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	$136,690	$159,213	$125,090	$-22,523
2024	$127,031	$152,201	$155,190	$-25,170
2023	$137,857	$145,345	$187,753	$-7,488
2022	$128,191	$137,590	$203,697	$-9,399
2021	$67,863	$97,114	$217,646	$-29,251

SACRED HEART SOCIETY OF MEDINA NY INC