Civic Intelligence

Sacred Heart Foundation

990 • Fiscal year 2016 • EIN 16-6098362

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 19, 2017

Organization ProfileWWW.SACREDHEARTFOUNDATION.COM
668 Thompson StreetWatertown, NY 13601

(315) 782-3344

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-75%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,927,384

Up $160,585 (+5.8%) from 2015

Net Assets

Up

$2,927,307

Up $161,565 (+5.8%) from 2015

Liabilities

Down

$77

Down $980 (-93%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin5th percentile

Revenue

Down

$95,686

Down $375,300 (-80%) from 2015

Expenses

Up

$167,412

Up $11,870 (+7.6%) from 2015

Net Income

Down

-$71,726

Down $387,170 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,174,573Liabilities 2011: $1,003Net Assets 2011: $2,173,5702011Assets 2012: $2,401,371Liabilities 2012: $1,583Net Assets 2012: $2,399,7882012Assets 2013: $2,821,050Liabilities 2013: $1,100Net Assets 2013: $2,819,9502013Assets 2014: $2,928,499Liabilities 2014: $1,493Net Assets 2014: $2,927,0062014Assets 2015: $2,766,799Liabilities 2015: $1,057Net Assets 2015: $2,765,7422015Assets 2016: $2,927,384Liabilities 2016: $77Net Assets 2016: $2,927,3072016Assets 2017: $3,341,453Liabilities 2017: $316Net Assets 2017: $3,341,1372017Assets 2018: $3,090,547Liabilities 2018: $183Net Assets 2018: $3,090,3642018Assets 2019: $3,597,077Liabilities 2019: $175Net Assets 2019: $3,596,9022019Assets 2020: $3,925,232Liabilities 2020: $367Net Assets 2020: $3,924,8652020Assets 2021: $4,523,577Liabilities 2021: $1,517Net Assets 2021: $4,522,0602021Assets 2022: $3,786,008Liabilities 2022: $244Net Assets 2022: $3,785,7642022Assets 2023: $4,237,790Liabilities 2023: $581Net Assets 2023: $4,237,2092023Assets 2024: $4,962,730Liabilities 2024: $369Net Assets 2024: $4,962,3612024

Highlighted filing

2016

Assets$2,927,384
Liabilities$77
Net Assets$2,927,307
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $4,664Expenses 2011: $136,530Net Income 2011: -$131,8662011Revenue 2012: $365,632Expenses 2012: $139,414Net Income 2012: $226,2182012Revenue 2013: $560,498Expenses 2013: $140,336Net Income 2013: $420,1622013Revenue 2014: $374,483Expenses 2014: $158,986Net Income 2014: $215,4972014Revenue 2015: $470,986Expenses 2015: $155,542Net Income 2015: $315,4442015Revenue 2016: $95,686Expenses 2016: $167,412Net Income 2016: -$71,7262016Revenue 2017: $368,631Expenses 2017: $174,196Net Income 2017: $194,4352017Revenue 2018: $351,259Expenses 2018: $185,993Net Income 2018: $165,2662018Revenue 2019: $190,639Expenses 2019: $188,673Net Income 2019: $1,9662019Revenue 2020: $318,701Expenses 2020: $178,819Net Income 2020: $139,8822020Revenue 2021: $647,896Expenses 2021: $192,634Net Income 2021: $455,2622021Revenue 2022: $221,631Expenses 2022: $215,236Net Income 2022: $6,3952022Revenue 2023: $209,562Expenses 2023: $231,846Net Income 2023: -$22,2842023Revenue 2024: $744,243Expenses 2024: $230,332Net Income 2024: $513,9112024

Highlighted filing

2016

Revenue$95,686
Expenses$167,412
Net Income-$71,726
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Gross Receipts
$1,668,433
Mission and Program Overview

Mission

The sacred heart foundation spreads the word of god by raising funds which provide financial assistance for the education of those studying to be priests and brothers of the missionaries of the sacred heart anywhere in the world

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,589,041$2,789,972▲ $200,931
Savings and Temporary Cash Investments$146,228$95,284▼ $50,944
Cash and Non-Interest-Bearing Accounts$23,181$35,166▲ $11,985
Land, Buildings, and Equipment, Net$8,349$6,962▼ $1,387
Total Assets$2,766,799$2,927,384▲ $160,585
Liabilities
Accounts Payable and Accrued Expenses$1,057$77▼ $980
Total Liabilities$1,057$77▼ $980
Net Assets / Fund Balance
Unrestricted Net Assets$2,765,742$2,927,307▲ $161,565
Total Net Assets Fund Balance$2,765,742$2,927,307▲ $161,565
Total Liabilities and Net Assets / Fund Balance$2,766,799$2,927,384▲ $160,585

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,962$17,501$24,463
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jayme St CroixPresident
Anthony MarraBoard Member
Frank ReffBoard Member
Julie HutchinsBoard Member
Kathy MoranBoard Member
Kevin MastellonBoard Member
LISA L'HUILLIERBoard Member
Patrick SignorBoard Member
Steve ElliottBoard Member
William CapraraBoard Member
Fr Vincent Freeh MscPermanent Di
Daniel VillaSecretary
Tamasina SharlowTreasurer
Thomas BrunoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$54,856
Program Service Revenue
$0
Investment Income
$2,143
Other Revenue
$38,687
All Other Contributions
$48,577
Change in Net Assets
$-71,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,358
Total Fundraising Expense$29,786
Salaries, Compensation, and Employee Benefits$28,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$20,425$6,809-$27,234
Other Salaries and Wages$9,697$9,697$6,814$26,208
Office Expenses$1,848$1,849$1,300$4,997
Other Expenses$957$958$673$2,588
All Other Expenses$435$436$1,344$2,215
Advertising$792$792$557$2,141
Payroll Taxes$683$683$480$1,846
Fees for Services Accounting$629$629$442$1,700
Depreciation Depletion$818$520$49$1,387
Information Technology$222$222$156$600
Insurance$140$140$98$378
Conferences and Meetings$123$122$86$331
Total Functional Expenses$114,769$22,857$29,786$167,412
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,687
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,723$23,723-$23,723
Annual Dinner$10,954$10,954-$10,954
Total Events$34,677$34,677-$34,677
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 will be reviewed by the organizations executive director”

Form 990, Page 6, Part VI, Line 12C

“Every year forms are completed by the board members and employees for any known conflicts of interest”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Sacred Heart Foundation
EIN
16-6098362
Phone
3157823344
Address
668 THOMPSON STREET, WATERTOWN, NY 13601

Signing Officer

Name
Frank Reff
Title
Board Member
Phone
3157823344
Signed
2017-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Reff
Formed
1968
Voting Board Members
14
Independent Board Members
14
Employees
1

Preparer

Firm
Stackel & Navarra CPA Pc
Address
216 WASHINGTON ST STE 402, WATERTOWN, NY 13601-3336
Preparer
Jacob Navarra
Phone
3157821220
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The sacred heart foundation spreads the word of god by raising funds which provide financial assistance for the education of those studying to be priests and brothers of the missionaries of the sacred heart anywhere in the world”

Raw XML Appendix389 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/FundraisingAmt012754
IRS990/OtherExpensesGrp/FundraisingAmt15033
IRS990/OtherExpensesGrp/FundraisingAmt2673
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0958
IRS990/OtherExpensesGrp/ProgramServicesAmt078000
IRS990/OtherExpensesGrp/ProgramServicesAmt1957
IRS990/OtherExpensesGrp/TotalAmt078000
IRS990/OtherExpensesGrp/TotalAmt112754
IRS990/OtherExpensesGrp/TotalAmt25033
IRS990/OtherExpensesGrp/TotalAmt32588
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06814
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09697
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09697
IRS990/OtherSalariesAndWagesGrp/TotalAmt026208
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0480
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0683
IRS990/PayrollTaxesGrp/ProgramServicesAmt0683
IRS990/PayrollTaxesGrp/TotalAmt01846
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FRANK REFF
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt047694
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0381730
IRS990/PYOtherExpensesAmt0134075
IRS990/PYOtherRevenueAmt034653
IRS990/PYProgramServiceRevenueAmt06909
IRS990/PYRevenuesLessExpensesAmt0315444
IRS990/PYSalariesCompEmpBnftPaidAmt021467
IRS990/PYTotalExpensesAmt0155542
IRS990/PYTotalRevenueAmt0470986
IRS990/ReconcilationRevenueExpnssAmt0-71726
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146228
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095284
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06962
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017501
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024463
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06962
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034677
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034677
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SACRED HEART FOUNDATION SPREADS THE WORD OF GOD BY RAISING FUNDS WHICH PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATION OF THOSE STUDYING TO BE PRIESTS AND BROTHERS OF THE MISSIONARIES OF THE SACRED HEART ANYWHERE IN THE WORLD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WILL BE REVIEWED BY THE ORGANIZATIONS EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY YEAR FORMS ARE COMPLETED BY THE BOARD MEMBERS AND EMPLOYEES FOR ANY KNOWN CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02766799
IRS990/TotalAssetsEOYAmt02927384
IRS990/TotalAssetsGrp/BOYAmt02766799
IRS990/TotalAssetsGrp/EOYAmt02927384
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054856
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt029786
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022857
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114769
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01057
IRS990/TotalLiabilitiesEOYAmt077
IRS990/TotalLiabilitiesGrp/BOYAmt01057
IRS990/TotalLiabilitiesGrp/EOYAmt077
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02765742
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02927307
IRS990/TotalProgramServiceExpensesAmt0114769
IRS990/TotalRevenueGrp/ExclusionAmt0106734
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-65904
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095686
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02766799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02927384
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02765742
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02927307
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.SACREDHEARTFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK REFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum03157823344
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRED HEART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0166098362
ReturnHeader/Filer/PhoneNum03157823344
ReturnHeader/Filer/USAddress/AddressLine1Txt0668 THOMPSON STREET
ReturnHeader/Filer/USAddress/CityNm0WATERTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E5C2EDADD2927A6D1E5C6192195386406EA12CBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5C2EDADD2927A6D1E5C6192195386406EA12CBE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161215909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STACKEL & NAVARRA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 WASHINGTON ST STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0136013336
ReturnHeader/PreparerPersonGrp/PhoneNum03157821220
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB NAVARRA
ReturnHeader/ReturnTs02017-05-16T08:23:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,927,384
Liabilities
$77
Net assets
$2,927,307
Revenue
$95,686
Expenses
$167,412
Net income
-$71,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.74$0.23$0.51
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.21$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.22$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.65$0.19$0.46
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.92$0.32$0.18$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.19$0.19$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.35$0.19$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.37$0.17$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.10$0.17$0.07
2015Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$0.47$0.16$0.32
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$0.37$0.16$0.22
2013Summary only. Only limited summary data is available for this year.$2.82$0.00$2.82$0.56$0.14$0.42
2012Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$0.37$0.14$0.23
2011Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.00$0.14$0.13