Sacred Heart Catholic Parish Endow… - Form 990 Financial Data

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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

1980

Legal Domicile

Principal Officer

Rev Michael Rother

Phone

3617985888

Tax Period

2023-01-01 to 2023-12-31

Sacred Heart Catholic Parish Endowment Fund, founded in 1980, is a small nonprofit in the Religion sector that reported $142K in total revenue in fiscal year 2023. The organization ran a surplus of $72K, a strong 51% operating margin.

Mission

Provide for the upkeep of Sacred Heart Catholic Church and Sacred Heart Catholic School.

Program Service Accomplishments

Program 1

Expenses: $69,982 Revenue: $142,269

The Revenue was all derived from donations to the Endowment Funds and interest/royalty income earned on its investments. The interest/royalty income is used to further Catholic Education at Sacred...

The Revenue was all derived from donations to the Endowment Funds and interest/royalty income earned on its investments. The interest/royalty income is used to further Catholic Education at Sacred Heart Catholic Church and Sacred Heart Catholic School by providing for the upkeep of the Church and School.

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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 $14,227

Program Service Revenue $0

Investment Income $122,122

Other Revenue $5,920

TOTAL REVENUE $142,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,982

Other Expenses $69,982

TOTAL EXPENSES $69,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,269	$147,529	0.0%
Expenses	$69,982	$72,590	0.0%
Net Income	$72,287	$74,939	0.0%

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
Dennis Matula	Chairman	1.00		$0	$0	$0
Dennis Haas	Trustee	1.00		$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	$142,269	$69,982	$3,851,043	$72,287
2022	$147,529	$72,590	$3,705,040	$74,939
2021	$146,146	$92,931	$3,776,688	$53,215
2020	$120,004	$85,026	$3,574,234	$34,978
2019	$146,282	$63,605	$3,363,612	$82,677
2018	$153,874	$90,903	$3,207,362	$62,971

Sacred Heart Catholic Parish Endowment Fund