SACRED HEART SO MISSIONS HOUSING (EIN 640854543) - 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

1994

Legal Domicile

Principal Officer

Laura Grisham

Phone

6627819949

Tax Period

2024-07-01 to 2025-06-30

SACRED HEART SO MISSIONS HOUSING, founded in 1994, is a small nonprofit that reported $432K in total revenue in fiscal year 2024. Net assets of $1.4M represent 38 months of operating reserves.

Mission

To provide lending services and housing to low income families.

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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 $204,000

Program Service Revenue $227,846

Investment Income $100

Other Revenue $0

TOTAL REVENUE $431,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,488

Fundraising Expenses $0

Program Expenses $386,145

Other Expenses $367,282

TOTAL EXPENSES $458,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$431,946	$437,523	0.0%
Expenses	$458,770	$475,780	0.0%
Net Income	$-26,824	$-38,257	-0.3%

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

$104,273

Total Directors

$166,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mika Joyner	Vice President	1.00	Officer Director	$0	$0	$0
Fr Hendrick Ardianto SCJ	Treasurer	1.00	Officer Director	$0	$0	$0
Laura Grisham	Secretary	1.00	Officer Director	$0	$41,935	$104,273
Tavya Hall	Director	1.00	Director	$0	$0	$0
Anita Belfoure	Director	1.00	Director	$0	$21,423	$62,690
Christina McCafferty	Director	1.00	Director	$0	$0	$0
Andrea Vincent	President (Former)	1.00		$0	$38,010	$128,291

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	$431,946	$458,770	$1,490,413	$-26,824
2024	$437,523	$475,780	$1,514,411	$-38,257
2023	$370,943	$424,311	$1,541,567	$-53,368
2022	$506,611	$479,411	$1,598,529	$27,200
2021	$382,595	$573,736	$1,689,273	$-191,141
2020	$439,381	$539,946	$1,835,469	$-100,565
2019	$489,715	$532,769	$1,982,702	$-43,054
2018	$494,678	$500,439	$1,967,009	$-5,761

SACRED HEART SO MISSIONS HOUSING