SACRED HEART CATHOLIC SCHOOL TRUST

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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

1986

Legal Domicile

Phone

7658841200

Tax Period

2023-01-01 to 2023-12-31

SACRED HEART CATHOLIC SCHOOL TRUST, founded in 1986, is a small nonprofit that reported $335K in total revenue in fiscal year 2023. Revenue surged 4083% from the prior year, signaling strong growth momentum. The organization ran a surplus of $307K, a strong 92% operating margin.

Mission

INCOME FROM THE TRUST IS USED TO HELP THE SACRED HEART CATHOLIC SCHOOL WITH EXPENSES TO KEEP THE SCHOOL OPEN

Program Service Accomplishments

Program 1

Expenses: $28,252

NET INCOME IS DISTRIBUTED TO THE SACRED HEART CATHOLIC SCHOOL FOR OPERATING EXPENSES IN AUGUST OF EACH YEAR.

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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 $34

Program Service Revenue $0

Investment Income $334,748

Other Revenue $0

TOTAL REVENUE $334,782

Expense Breakdown

Grants Paid $19,780

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,252

Other Expenses $8,472

TOTAL EXPENSES $28,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,782	$8,003	+40.8%
Expenses	$28,252	$23,445	+0.2%
Net Income	$306,530	$-15,442	-20.9%

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

N/A

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
N/A	TRUSTEE	N/A		$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	$334,782	$28,252	$1,273,276	$306,530
2022	$8,003	$23,445	$966,746	$-15,442
2021	$62,744	$23,385	$982,188	$39,359
2020	$43,221	$25,381	$882,417	$17,840