SACRED HEART BENEDICTINE FOUNDATION

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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

1994

Legal Domicile

Principal Officer

SR PAULA LARSON

Phone

7014561901

Tax Period

2024-07-01 to 2025-06-30

SACRED HEART BENEDICTINE FOUNDATION, founded in 1994, is a small nonprofit that reported $433K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $339K, a strong 78% operating margin.

Mission

EDUCATION AND RELIGION

Program Service Accomplishments

Program 1

Expenses: $65,045

TO SUPPORT THE EDUCATION AND SERVICE NEEDS OF SACRED HEART MONASTERY. ALSO TO SUPPORT THE NEEDS OF TRAINING AND EQUIPMENT FOR THE CARE OF THE AGED, FRAIL AND INFIRM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $239,501

Program Service Revenue $0

Investment Income $188,543

Other Revenue $4,803

TOTAL REVENUE $432,847

Expense Breakdown

Grants Paid $34,357

Salaries & Benefits $0

Fundraising Expenses $6,672

Program Expenses $65,045

Other Expenses $59,608

TOTAL EXPENSES $93,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$432,847	$310,463	+0.4%
Expenses	$93,965	$129,127	-0.3%
Net Income	$338,882	$181,336	+0.9%

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

Independent Members

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
SR PAULA LARSON	PRESIDENT	N/A	Officer	$0	$0	$0
SR PHOEBE SCHWARTZE	VICE PRESIDE	N/A	Officer	$0	$0	$0
SR LAURA HECKER	SECRETARY/TR	N/A	Officer	$0	$0	$0
SR JILL WEST	DIRECTOR	N/A	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
2025	$432,847	$93,965	$3,519,500	$338,882
2024	$310,463	$129,127	$3,045,570	$181,336
2023	$318,690	$3,108,365	$2,643,326	$-2,789,675
2022	$418,333	$82,492	$5,281,938	$335,841
2021	$1,176,458	$86,149	$5,894,108	$1,090,309
2020	$418,740	$194,547	$4,802,948	$224,193
2019	$429,400	$216,448	$4,595,340	$212,952