SACRED HEART FOUNDATION (EIN 311341146) - 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

1991

Legal Domicile

Principal Officer

JASON GIVEN

Phone

7406228817

Tax Period

2025-01-01 to 2025-12-31

SACRED HEART FOUNDATION, founded in 1991, is a micro nonprofit in the Religion sector that reported $47K in total revenue in fiscal year 2025. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 12% operating deficit.

Mission

SUPPORT FOR THE SACRED HEART CHURCH

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $46,505

Other Revenue $0

TOTAL REVENUE $46,505

Expense Breakdown

Grants Paid $51,548

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $750

TOTAL EXPENSES $52,298

Year-over-Year Comparison

	2025	2024	Change
Revenue	$46,505	$74,578	-0.4%
Expenses	$52,298	$20,713	+1.5%
Net Income	$-5,793	$53,865	-1.1%

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

N/A

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
FATHER BRIAN BEAL	PRESIDENT	001.00	Officer	$0	$0	$0
DANIEL OPIE	TREASURER	001.00	Officer	$0	$0	$0
ROBERT SKELTON	VICE PRESIDENT	001.00	Officer	$0	$0	$0
JASON GIVEN	SECRETARY	001.00	Officer	$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	$46,505	$52,298	$1,830,186	$-5,793
2024	No data	No data	No data	No data
2023	$47,577	$12,382	$1,436,983	$35,195
2022	$45,089	$42,230	$1,227,152	$2,859
2021	$257,826	$42,659	$1,485,687	$215,167

SACRED HEART FOUNDATION