CATHOLIC SCHOOLS FOUNDATION OF THE SACRED HEART (EIN 820367355) - 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

1982

Legal Domicile

Principal Officer

JANET ROLLINGER

Phone

2083448311

Tax Period

2023-09-01 to 2024-08-31

CATHOLIC SCHOOLS FOUNDATION OF THE SACRED HEART, founded in 1982, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $141K exceeded revenue, resulting in a 123% operating deficit.

Mission

FINANCIAL SUPPORT TO SACRED HEART SCHOOL, LOCATED IN BOISE, IDAHO.

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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 $22,222

Program Service Revenue $0

Investment Income $40,639

Other Revenue $56

TOTAL REVENUE $62,917

Expense Breakdown

Grants Paid $129,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,000

Other Expenses $11,566

TOTAL EXPENSES $140,566

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,917	$71,592	-0.1%
Expenses	$140,566	$58,647	+1.4%
Net Income	$-77,649	$12,945	-7.0%

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
SHERYL VATERLAUS	DIRECTOR	0.30	Director	$0	$0	$0
HARRY RIENER	DIRECTOR	0.30	Director	$0	$0	$0
LINDA GRAEFE	DIRECTOR	0.30	Director	$0	$0	$0
FR HIPPOLYTUS EZENWA	DIRECTOR	0.30	Director	$0	$0	$0
JOHN BRUNELLE	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT BERRY	DIRECTOR	0.30	Director	$0	$0	$0
BONNIE MAJOR	PRESIDENT	0.30	Officer	$0	$0	$0
JANET ROLLINGER	TREASURER	0.30	Officer	$0	$0	$0
SARA BARKER	DIRECTOR	0.30	Officer	$0	$0	$0
SHANNON STITH	SECRETARY	0.30	Officer	$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	$62,917	$140,566	$1,233,568	$-77,649
2023	$71,592	$58,647	$1,146,603	$12,945
2022	$61,838	$35,519	$1,066,684	$26,319
2021	$455,562	$16,647	$1,273,921	$438,915
2020	$85,558	$23,887	$845,793	$61,671
2019	$61,936	$43,793	$721,902	$18,143
2018	$57,807	$22,478	$714,240	$35,329

CATHOLIC SCHOOLS FOUNDATION OF THE SACRED HEART