SACRED HEART NATIVITY SCHOOL

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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

2001

Legal Domicile

Principal Officer

RUBEN SOLORIO

Phone

4089931293

Tax Period

2017-07-01 to 2018-06-30

SACRED HEART NATIVITY SCHOOL, founded in 2001, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2017. Expenses of $2.2M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PREPARE STUDENTS FOR SUCCESS IN HIGH SCHOOL AND THEREAFTER BY PROVIDING LOW-COST EDUCATION TO PRE-HIGH SCHOOL AGES.

Program Service Accomplishments

Program 1

Expenses: $1,405,470 Revenue: $55,502

EDUCATION PROGRAM FOR MIDDLE SCHOOL AGE BOYS AND GIRLS. IN ADDITION TO THE EXPENSES ABOVE, IN-KIND DONATIONS WERE RECEIVED TO COVER THE FOLLOWING EXPENSES: SUMMER SCHOOL $103,915; RENT $151,200...

EDUCATION PROGRAM FOR MIDDLE SCHOOL AGE BOYS AND GIRLS. IN ADDITION TO THE EXPENSES ABOVE, IN-KIND DONATIONS WERE RECEIVED TO COVER THE FOLLOWING EXPENSES: SUMMER SCHOOL $103,915; RENT $151,200; KITCHEN $15,255; LEGAL SERVICES $276 ; TOTAL IN KIND EXPENSES $270,646.A TOTAL OF 105 PEOPLE SERVED.

Program 2

Expenses: $50,715 Revenue: $25,046

SUMMER CAMP - STUDENTS, ALONG WITH PARENT VOLUNTEERS AND NATIVITY STAFF SPENT 3 DAYS AT LITTLE BASIN CAMPGROUND IN BOULDER CREEK IN THE SANTA CRUZ MOUNTAINS. STUDENTS CAMPED, SANG SONGS, HIKED AND...

SUMMER CAMP - STUDENTS, ALONG WITH PARENT VOLUNTEERS AND NATIVITY STAFF SPENT 3 DAYS AT LITTLE BASIN CAMPGROUND IN BOULDER CREEK IN THE SANTA CRUZ MOUNTAINS. STUDENTS CAMPED, SANG SONGS, HIKED AND EXPERIENCED AN OUTDOOR EDUCATION PROGRAM OFFERED BY OUR PARTNERS LATINO OUTDOORS AND WOLF (WEB SCHOOL OF LIFE) EDUCATORS. PARENT VOLUNTEERS COOKED MEALS AND JOINED STUDENTS ON THE HIKES AND ACTIVITIES. THE WEEKEND ENDED WITH A COMMUNITY MASS AND POTLUCK AT THE AMPITHEATRE.105 PEOPLE SERVED.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,616,258

Program Service Revenue $79,688

Investment Income $256,620

Other Revenue $860

TOTAL REVENUE $1,953,426

Expense Breakdown

Grants Paid $81,745

Salaries & Benefits $1,447,186

Fundraising Expenses $302,710

Program Expenses $1,456,185

Other Expenses $712,504

TOTAL EXPENSES $2,241,435

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,953,426	$1,842,071	+0.1%
Expenses	$2,241,435	$2,188,299	+0.0%
Net Income	$-288,009	$-346,228	-0.2%

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

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

$146,727

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE BURKE	BOARD CHAIR	20.00	Officer Director	$0	$0	$0
JOSEPH RAMIREZ	TREASURER	1.00	Officer Director	$0	$0	$0
CATHY VIVIAN TO 12018	FINANCE CHAIR	1.00	Director	$0	$0	$0
BOB BOWE FR 12018	FINANCE CHAIR	1.00	Director	$0	$0	$0
BETH HOBBS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MEYERCORD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MORA	DIRECTOR	1.00	Director	$0	$0	$0
FR MARIO PRIETTO	DIRECTOR	1.00	Director	$0	$0	$0
FR WALTER SUAREZ	DIRECTOR	1.00	Director	$0	$0	$0
GUILLERMO DIAZ JR	DIRECTOR	1.00	Director	$0	$0	$0
JENNY ELENA ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
JOSEF CASTANEDA-LILES	DIRECTOR	1.00	Director	$0	$0	$0
KATHY ALMAZOL TO 62018	DIRECTOR	1.00	Director	$0	$0	$0
KEITH MATASCI	DIRECTOR	1.00	Director	$0	$0	$0
MARI ALBA	DIRECTOR	1.00	Director	$0	$0	$0
MURPHY SABATINO III	DIRECTOR	1.00	Director	$0	$0	$0
RICK GIORGETTI	DIRECTOR	1.00	Director	$0	$0	$0
SABRINA ZIRKEL FR 12018	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MAGUIRE TO 12018	DIRECTOR	1.00	Director	$0	$0	$0
TOM SCHOTT	DIRECTOR	1.00	Director	$0	$0	$0
SONYA ARRIOLA TO 62018	PRESIDENT & CEO	40.00	Officer	$142,800	$3,927	$146,727
RUBEN SOLORIO FR 32018	PRESIDENT & CEO	40.00	Officer	$0	$0	$0
LORRAINE SHEPHERD	PRINCIPAL	40.00	Highest	$118,082	$13,926	$132,008
MARJORIE BENNETT	FACULTY	40.00	Highest	$105,383	$14,624	$120,007

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
2018	$1,953,426	$2,241,435	$6,356,733	$-288,009