SACRED HEART EDUCATION ENDOWMENT FUND INC (EIN 363528909) - 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

1987

Legal Domicile

Phone

5078355340

Tax Period

2023-01-01 to 2023-12-31

SACRED HEART EDUCATION ENDOWMENT FUND INC, founded in 1987, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $126K, a strong 78% operating margin.

Mission

TO SUPPORT THE SACRED HEART CHURCH WASECA, MN EDUCATIONAL PROGRAMS.

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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 $75,315

Program Service Revenue $0

Investment Income $85,763

Other Revenue $0

TOTAL REVENUE $161,078

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,437

Other Expenses $5,437

TOTAL EXPENSES $35,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,078	$343,183	-0.5%
Expenses	$35,437	$181,523	-0.8%
Net Income	$125,641	$161,660	-0.2%

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
CATHY DEY	Secretary	1.00	Officer Director	$0	$0	$0
FATHER FRERICHS	Executive Direc	1.00	Director	$0	$0	$0
MARY WILLIAMS	President	2.00	Officer Director	$0	$0	$0
ROBERT SCHMIDT	Director	1.00	Director	$0	$0	$0
MICHAEL D KUBAT	Treasurer	1.00	Officer Director	$0	$0	$0
THOMAS SANKOVITZ	Director	1.00	Director	$0	$0	$0
MOLLY ULSCHMID	Director	1.00	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	$161,078	$35,437	$2,874,814	$125,641
2022	$343,183	$181,523	$2,523,125	$161,660
2021	$329,503	$111,848	$2,835,999	$217,655
2020	$145,415	$99,043	$2,448,245	$46,372
2019	$131,162	$81,986	$2,319,181	$49,176
2018	$187,770	$86,940	$2,007,921	$100,830

SACRED HEART EDUCATION ENDOWMENT FUND INC