SACRED HEART SCHOOL ENDOWMENT FUND

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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

1985

Legal Domicile

Principal Officer

GARRY SCHELLBERG

Phone

9799683430

Tax Period

2025-01-01 to 2025-12-31

SACRED HEART SCHOOL ENDOWMENT FUND, founded in 1985, is a small nonprofit in the Education sector that reported $441K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $234K, a strong 53% operating margin.

Mission

SUPPORT EDUCATION (SACRED HEART SCHOOL)

Program Service Accomplishments

Program 1

Expenses: $158,119 Revenue: $0

EARNINGS FROM THIS FUND ARE USED TO SUPPORT SACRED HEART SCHOOL AND HELPS KEEP TUITION AT AFFORDABLE LEVELS FOR NEEDY STUDENTS

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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 $29,850

Program Service Revenue $0

Investment Income $331,515

Other Revenue $79,245

TOTAL REVENUE $440,610

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,119

Other Expenses $200,269

TOTAL EXPENSES $206,269

Year-over-Year Comparison

	2025	2024	Change
Revenue	$440,610	$351,222	+0.3%
Expenses	$206,269	$338,714	-0.4%
Net Income	$234,341	$12,508	+17.7%

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

100

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
FATHER CHRIS SMITH	PASTOR - TRUSTEE	1.00	Officer Director	$0	$0	$0
MIRIAM MOERBE	TRUSTEE	1.00	Officer Director	$0	$0	$0
GARRY SCHELLBERG	TRUSTEE	1.00	Officer 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	$440,610	$206,269	$5,564,531	$234,341
2024	No data	No data	No data	No data
2023	$78,432	$183,576	$5,030,306	$-105,144
2018	$238,104	$121,448	$3,606,590	$116,656