Associated Alumnae and Alumni of the Sacred Heart (EIN 237122479) - 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

1933

Legal Domicile

Principal Officer

Kathleen Sawyer

Phone

3109905658

Tax Period

2024-06-01 to 2025-05-31

Associated Alumnae and Alumni of the Sacred Heart, founded in 1933, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $141K left a modest 9% surplus.

Mission

The Associated Alumnae and Alumni of the Sacred Heart (AASH) is a non-profit organization of all Alumnae and Alumni of present and former schools and colleges directly associated with the religious of the Sacred Heart in the United States and parts of Canada

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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 $81,725

Program Service Revenue $0

Investment Income $71,093

Other Revenue $1,175

TOTAL REVENUE $153,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,388

Fundraising Expenses $0

Program Expenses $104,457

Other Expenses $132,170

TOTAL EXPENSES $140,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,993	$142,114	+0.1%
Expenses	$140,558	$149,097	-0.1%
Net Income	$13,435	$-6,983	-2.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Devers Sawyer	President	1.00	Officer Director	$0	$0	$0
Deborah Newhouse Dunham	Ambassador	1.00	Officer Director	$0	$0	$0
Marcia Tufarolo	Treasurer	1.00	Officer Director	$0	$0	$0
Kristen Andree	Recording Secretary	1.00	Officer Director	$0	$0	$0
Julia Sosnivka	Corresponding Secretary	1.00	Officer Director	$0	$0	$0
Andrea Briefs-Ferris	Director	1.00	Director	$0	$0	$0
Suzanne Robinson	Director	1.00	Director	$0	$0	$0
Donna Davis	Director	1.00	Director	$0	$0	$0
Lindsay Hill	Director	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	$153,993	$140,558	$1,592,917	$13,435
2024	$142,114	$149,097	$1,532,059	$-6,983
2023	$169,364	$244,460	$1,418,703	$-75,096
2022	$216,214	$161,976	$1,529,206	$54,238
2021	$273,177	$138,361	$1,659,449	$134,816

Associated Alumnae and Alumni of the Sacred Heart