Sacred Heart School Palm Desert Fdn

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

Gregory P Elder Reverend

Tax Period

2021-01-01 to 2021-12-31

Sacred Heart School Palm Desert Fdn, founded in 2017, is a small nonprofit that reported $917K in total revenue in fiscal year 2021. The organization ran a surplus of $915K, a strong 100% operating margin.

Mission

Sacred Heart School Palm Desert Foundations (SHSPDF) sole purpose is to acquire, hold and administer funds for the benefit of its supported organization, Sacred Heart School (SHS).

Program Service Accomplishments

Program 1

Sacred Heart School Palm Desert Foundation will not operate any programs itself nor engage in any activities aside from raising funds necessary to establish an enndowment fund for its supported...

Sacred Heart School Palm Desert Foundation will not operate any programs itself nor engage in any activities aside from raising funds necessary to establish an enndowment fund for its supported organization, Sacred Heart School. At this time, fundraising is limited to personal solicitation by the Board of Directors.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $916,633

Program Service Revenue $0

Investment Income $495

Other Revenue $0

TOTAL REVENUE $917,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,314

TOTAL EXPENSES $2,314

Year-over-Year Comparison

	2021	2020	Change
Revenue	$917,128	$917,129	0.0%
Expenses	$2,314	$2,314	N/A
Net Income	$914,814	$914,815	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
Diana C Silvas	Treasurer	Officer	$0	$0	$0
Alan Bruzzio	Vice President and Secretary	Officer	$0	$0	$0
Gregory P Elder	President	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
2021	$917,128	$2,314	$3,241,957	$914,814
2020	$530,058	$5,617	$2,327,143	$524,441
2019	$716,159	$3,865	$1,802,702	$712,294
2018	$1,125,493	$35,085	$1,090,408	$1,090,408