Sacred Heart of Jesus High School

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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

2004

Legal Domicile

Principal Officer

Sam Davis

Phone

7316604774

Tax Period

2023-07-01 to 2024-06-30

Sacred Heart of Jesus High School, founded in 2004, is a small nonprofit in the Education sector that reported $996K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.2M exceeded revenue, resulting in a 24% operating deficit.

Mission

Provide quality Catholic, co-educational instruction and training for outstanding young Christian men and women in high school.

Program Service Accomplishments

Program 1

Expenses: $1,158,829

To provide educational instruction to men and women in high schoolTuition and Fees RevenuePayroll, Occupancy, and other expenses

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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 $427,925

Program Service Revenue $515,014

Investment Income $237

Other Revenue $53,104

TOTAL REVENUE $996,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $606,352

Fundraising Expenses $12,330

Program Expenses $1,158,829

Other Expenses $626,445

TOTAL EXPENSES $1,232,797

Year-over-Year Comparison

	2023	2022	Change
Revenue	$996,280	$870,424	+0.1%
Expenses	$1,232,797	$1,379,333	-0.1%
Net Income	$-236,517	$-508,909	-0.5%

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

Volunteers

285

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Dan Merwin	Treasurer	8.00	Officer Director	$0	$0	$0
Tricia Nelson	Vice President	8.00	Officer Director	$0	$0	$0
Carla Thompson	Director	2.00	Director	$0	$0	$0
Lisa Dallas	Director	4.00	Director	$0	$0	$0
Mike Ashlock	Director	2.00	Director	$0	$0	$0
Fr David Graham	Director	2.00	Director	$0	$0	$0
Sam Davis	President	8.00	Officer Director	$0	$0	$0
Victor Buchholz	Director	2.00	Director	$0	$0	$0
Nathan Gwinn	Director	2.00	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
2024	$996,280	$1,232,797	$5,348,163	$-236,517
2023	$870,424	$1,379,333	$5,608,003	$-508,909
2022	$1,216,844	$1,365,716	$5,824,365	$-148,872
2021	$1,097,470	$1,313,066	$6,172,079	$-215,596
2020	$3,617,748	$1,151,130	$6,315,029	$2,466,618
2019	$1,121,403	$1,142,350	$2,985,476	$-20,947