SACRED HEART VILLAGE II INC

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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

1998

Legal Domicile

Principal Officer

JAMES ALEXANDER

Phone

3038303300

Tax Period

2025-01-01 to 2025-12-31

SACRED HEART VILLAGE II INC, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $478K in total revenue in fiscal year 2025. Net assets of $2.0M represent 49 months of operating reserves.

Mission

TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.

Program Service Accomplishments

Program 1

Expenses: $466,282 Revenue: $225,427

SACRED HEART VILLAGE II, INC. WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 50-UNIT APARTMENT COMMUNITY IN LOUISVILLE, KENTUCKY, KNOWN AS SACRED HEART VILLAGE II, PURSUANT TO SECTION 202 OF THE...

SACRED HEART VILLAGE II, INC. WAS ORGANIZED TO CONSTRUCT, OWN AND OPERATE A 50-UNIT APARTMENT COMMUNITY IN LOUISVILLE, KENTUCKY, KNOWN AS SACRED HEART VILLAGE II, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED.

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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 $252,191

Program Service Revenue $222,417

Investment Income $446

Other Revenue $3,010

TOTAL REVENUE $478,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $466,282

Other Expenses $484,173

TOTAL EXPENSES $484,173

Year-over-Year Comparison

	2025	2024	Change
Revenue	$478,064	$450,091	+0.1%
Expenses	$484,173	$507,817	0.0%
Net Income	$-6,109	$-57,726	-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

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

$1,035,442

Total Directors

$1,161,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANYEKA WALLACE	DIRECTOR	0.10	Director	$0	$23,377	$162,892
BOBBY ARTIS	DIRECTOR	0.10	Director	$0	$40,769	$160,534
ELAINE WILLIAMS	DIRECTOR	0.10	Director	$0	$15,525	$89,638
JAMES ALEXANDER	PRESIDENT	0.10	Officer Director	$0	$15,288	$272,883
JOE ROSENBLUM	SECRETARY	0.10	Officer Director	$0	$17,282	$254,957
SELENA FREEMAN	DIRECTOR	0.10	Director	$0	$28,560	$139,508
TERRY STEIDEN	DIRECTOR	0.10	Director	$0	$18,167	$81,135
CHAD PAYNE	TREASURER	0.10	Officer	$0	$10,849	$214,612
KASSIDI BOENING	VICE PRESIDENT	0.10	Officer	$0	$32,643	$208,127
MELISSA CLAYTON	VICE PRESIDENT (OUTGOING)	0.10	Officer	$0	$8,724	$84,863

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	$478,064	$484,173	$2,013,340	$-6,109
2024	No data	No data	No data	No data
2023	$446,174	$472,246	$2,068,157	$-26,072
2022	$458,293	$496,301	$2,103,079	$-38,008
2021	$459,873	$489,678	$2,147,905	$-29,805
2020	$441,723	$455,756	$2,166,536	$-14,033
2019	$409,483	$455,344	$2,191,899	$-45,861
2018	$347,264	$412,089	$2,248,704	$-64,825