SACRED HEART SCHOOL ENDOWMENT FUND (EIN 266822122) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

SUSAN GUNDERMAN

Phone

5013548113

Tax Period

2023-01-01 to 2023-12-31

Sacred Heart School Endowment Fund, founded in 2009, is a micro nonprofit in the Religion sector that reported $77K in total revenue in fiscal year 2018. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $71K left a modest 7% surplus.

Mission

THE SACRED HEART SCHOOL ENDOWMENT FUND WAS ESTABLISHED TO HELP FUND THE EDUCATIONAL PROGRAMS OF SACRED HEART CATHOLIC SCHOOL IN MORRILTON, ARKANSAS, ENROLLMENT 225-275 ANNUALLY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $76,039

Program Service Revenue $0

Investment Income $91,486

Other Revenue $507

TOTAL REVENUE $168,032

Expense Breakdown

Grants Paid $102,315

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,315

Other Expenses $30,974

TOTAL EXPENSES $133,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,032	$262,023	-0.4%
Expenses	$133,289	$112,892	+0.2%
Net Income	$34,743	$149,131	-0.8%

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

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
JOHN MAUS	TRUSTEE	5.00	Director	$0	$0	$0
BRANDON ZINSER	TRUSTEE	5.00	Director	$0	$0	$0
SUSAN GUNDERMAN	TRUSTEE	5.00	Director	$0	$0	$0
TRISH HENRY	TRUSTEE	5.00	Director	$0	$0	$0
EDWARD RUFF	TRUSTEE	5.00	Director	$0	$0	$0
N/A	CHURCH PASTOR	5.00		$0	$0	$0
N/A	SCHOOL PRINCIPAL	5.00		$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	$168,032	$133,289	$3,331,438	$34,743
2022	$262,023	$112,892	$2,926,388	$149,131
2021	$1,474,306	$77,060	$3,335,206	$1,397,246
2020	$92,580	$71,391	$1,643,016	$21,189
2019	$235,061	$55,576	$1,391,969	$179,485
2018	$76,799	$71,490	$1,180,893	$5,309

SACRED HEART SCHOOL ENDOWMENT FUND