Sacred Heart Catholic Order of Foresters Corporation (EIN 237582042) - 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

1948

Legal Domicile

Principal Officer

Donald Lehman

Phone

4055708672

Tax Period

2023-01-01 to 2023-12-31

Sacred Heart Catholic Order of Foresters Corporation, founded in 1948, is a micro nonprofit that reported $9K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $32K exceeded revenue, resulting in a 252% operating deficit.

Mission

Provide support for Catholic activities for youth and senior adults

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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 $0

Program Service Revenue $0

Investment Income $6,745

Other Revenue $2,247

TOTAL REVENUE $8,992

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,000

Other Expenses $16,660

TOTAL EXPENSES $31,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,992	$17,895	-0.5%
Expenses	$31,660	$5,493	+4.8%
Net Income	$-22,668	$12,402	-2.8%

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

N/A

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
Terry Ludwick	President	001.00	Officer Director	$0	$0	$0
Don Lehman	Secretary Treasurer	001.00	Officer Director	$0	$0	$0
Betty Lehman	Trustee	000.50	Director	$0	$0	$0
Bill Lehman	Trustee	000.50	Director	$0	$0	$0
Dennis Lehman	Trustee	000.50	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	No data	No data	No data	No data
2023	$8,992	$31,660	$520,836	$-22,668
2022	$17,895	$5,493	$451,658	$12,402
2021	$24,825	$33,802	$529,342	$-8,977
2020	$414,668	$2,141	$446,675	$412,527

Sacred Heart Catholic Order of Foresters Corporation