Civic Intelligence

Sacred Heart Foundation

990 • Fiscal year 2018 • EIN 16-6098362

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

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

15th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

18th percentile

-7.5%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-4.7%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,090,547

Down $250,906 (-7.5%) from 2017

Net Assets

Down

$3,090,364

Down $250,773 (-7.5%) from 2017

Liabilities

Down

$183

Down $133 (-42%) from 2017

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin91st percentile

Revenue

Down

$351,259

Down $17,372 (-4.7%) from 2017

Expenses

Up

$185,993

Up $11,797 (+6.8%) from 2017

Net Income

Down

$165,266

Down $29,169 (-15%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$3,090,547
Liabilities$183
Net Assets$3,090,364
Open 2018 Filing

Operations Trend

Revenue Growth29th 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

2018

Revenue$351,259
Expenses$185,993
Net Income$165,266
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Gross Receipts
$1,943,688
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$2,972,890$2,809,775▼ $163,115
Savings and Temporary Cash Investments$310,605$256,934▼ $53,671
Cash and Non-Interest-Bearing Accounts$52,216$19,274▼ $32,942
Land, Buildings, and Equipment, Net$5,742$4,564▼ $1,178
Total Assets$3,341,453$3,090,547▼ $250,906
Liabilities
Accounts Payable and Accrued Expenses$316$183▼ $133
Total Liabilities$316$183▼ $133
Net Assets / Fund Balance
Unrestricted Net Assets$3,341,137$3,090,364▼ $250,773
Total Net Assets Fund Balance$3,341,137$3,090,364▼ $250,773
Total Liabilities and Net Assets / Fund Balance$3,341,453$3,090,547▼ $250,906

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,564$19,900$24,464
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Thomas BrunoPresident
Anthony MarraBoard Member
Frances CalarcoBoard Member
Julie HutchinsBoard Member
Kathy MoranBoard Member
LISA L'HUILLIERBoard Member
Nancy MccabeBoard Member
Patrick SignorBoard Member
Randy FippsBoard Member
William CapraraBoard Member
Jayme St CroixPast Preside
Fr Vincent Freeh MscPermanent Di
Frank ReffSecretary
Tamasina SharlowTreasurer
Daniel VillaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$49,967
Program Service Revenue
$0
Investment Income
$262,575
Other Revenue
$38,717
All Other Contributions
$43,184
Change in Net Assets
$165,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,561
Total Fundraising Expense$35,203
Salaries, Compensation, and Employee Benefits$33,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,422$11,422$8,026$30,870
Fees for Service Investment Mgmnt Fees$23,118$7,706-$30,824
Office Expenses$2,230$2,228$1,565$6,023
Other Expenses$1,776$1,777$1,249$4,802
Payroll Taxes$948$948$666$2,562
Fees for Services Accounting$629$629$442$1,700
Depreciation Depletion$697$442$39$1,178
All Other Expenses$427$427$300$1,154
Conferences and Meetings$272$272$191$735
Advertising$200$200$140$540
Information Technology$137$137$96$370
Insurance$123$123$86$332
Total Functional Expenses$124,479$26,311$35,203$185,993
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,717
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$22,572$22,572-$22,572
Annual Dinner$11,785$11,785-$11,785
Total Events$34,357$34,357-$34,357
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
Secretary
Phone
3157823344
Signed
2019-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Reff
Formed
1968
Voting Board Members
15
Independent Board Members
15
Employees
2

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 Appendix399 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0316
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0183
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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
IRS990/AdvertisingGrp/FundraisingAmt0140
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0200
IRS990/AdvertisingGrp/ProgramServicesAmt0200
IRS990/AdvertisingGrp/TotalAmt0540
IRS990/AllOtherContributionsAmt043184
IRS990/AllOtherExpensesGrp/FundraisingAmt0300
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0427
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0427
IRS990/AllOtherExpensesGrp/TotalAmt01154
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0SACRED HEART FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum03157823480
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0668 THOMPSON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WATERTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013601
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt052216
IRS990/CashNonInterestBearingGrp/EOYAmt019274
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0191
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0272
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0272
IRS990/ConferencesMeetingsGrp/TotalAmt0735
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt049967
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0262575
IRS990/CYOtherExpensesAmt0152561
IRS990/CYOtherRevenueAmt038717
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0165266
IRS990/CYSalariesCompEmpBnftPaidAmt033432
IRS990/CYTotalExpensesAmt0185993
IRS990/CYTotalFundraisingExpenseAmt035203
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0351259
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt039
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0442
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0697
IRS990/DepreciationDepletionGrp/TotalAmt01178
IRS990/Desc0GRANTING SCHOLARSHIPS TO THE MISSIONARIES OF SACRED HEART FOR PRIESTS, BROTHERS, AND SEMINARIANS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0124479
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0442
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0629
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0629
IRS990/FeesForServicesAccountingGrp/TotalAmt01700
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07706
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt023118
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030824
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS BRUNO
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANCES CALARCO
IRS990/Form990PartVIISectionAGrp/PersonNm2TAMASINA SHARLOW
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHY MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm4FR VINCENT FREEH MSC
IRS990/Form990PartVIISectionAGrp/PersonNm5JAYME ST CROIX
IRS990/Form990PartVIISectionAGrp/PersonNm6FRANK REFF
IRS990/Form990PartVIISectionAGrp/PersonNm7NANCY MCCABE
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA L'HUILLIER
IRS990/Form990PartVIISectionAGrp/PersonNm9ANTHONY MARRA
IRS990/Form990PartVIISectionAGrp/PersonNm10DANIEL VILLA
IRS990/Form990PartVIISectionAGrp/PersonNm11PATRICK SIGNOR
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM CAPRARA
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIE HUTCHINS
IRS990/Form990PartVIISectionAGrp/PersonNm14RANDY FIPPS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PERMANENT DI
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt038717
IRS990/GainOrLossGrp/SecuritiesAmt0188437
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01780866
IRS990/GrossReceiptsAmt01943688
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt096
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0137
IRS990/InformationTechnologyGrp/ProgramServicesAmt0137
IRS990/InformationTechnologyGrp/TotalAmt0370
IRS990/InsuranceGrp/FundraisingAmt086
IRS990/InsuranceGrp/ManagementAndGeneralAmt0123
IRS990/InsuranceGrp/ProgramServicesAmt0123
IRS990/InsuranceGrp/TotalAmt0332
IRS990/InvestmentIncomeGrp/ExclusionAmt074138
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074138
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02972890
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02809775
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019900
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05742
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04564
IRS990/LandBldgEquipCostOrOtherBssAmt024464
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01592429
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt06783
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03341137
IRS990/NetAssetsOrFundBalancesEOYAmt03090364
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0188437
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0188437
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038717
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038717
IRS990/NetUnrlzdGainsLossesInvstAmt0-416039
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt01565
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02228
IRS990/OfficeExpensesGrp/ProgramServicesAmt02230
IRS990/OfficeExpensesGrp/TotalAmt06023
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS TO MISSIONAR
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt013138
IRS990/OtherExpensesGrp/FundraisingAmt19265
IRS990/OtherExpensesGrp/FundraisingAmt21249
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01777
IRS990/OtherExpensesGrp/ProgramServicesAmt082500
IRS990/OtherExpensesGrp/ProgramServicesAmt11776
IRS990/OtherExpensesGrp/TotalAmt082500
IRS990/OtherExpensesGrp/TotalAmt113138
IRS990/OtherExpensesGrp/TotalAmt29265
IRS990/OtherExpensesGrp/TotalAmt34802
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08026
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011422
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011422
IRS990/OtherSalariesAndWagesGrp/TotalAmt030870
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0666
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0948
IRS990/PayrollTaxesGrp/ProgramServicesAmt0948
IRS990/PayrollTaxesGrp/TotalAmt02562
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FRANK REFF
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt089441
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0237244
IRS990/PYOtherExpensesAmt0140696
IRS990/PYOtherRevenueAmt041946
IRS990/PYRevenuesLessExpensesAmt0194435
IRS990/PYSalariesCompEmpBnftPaidAmt033500
IRS990/PYTotalExpensesAmt0174196
IRS990/PYTotalRevenueAmt0368631
IRS990/ReconcilationRevenueExpnssAmt0165266
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310605
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0256934
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04564
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019900
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024464
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04564
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034357
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034357
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03341453
IRS990/TotalAssetsEOYAmt03090547
IRS990/TotalAssetsGrp/BOYAmt03341453
IRS990/TotalAssetsGrp/EOYAmt03090547
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt049967
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035203
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026311
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124479
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185993
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0316
IRS990/TotalLiabilitiesEOYAmt0183
IRS990/TotalLiabilitiesGrp/BOYAmt0316
IRS990/TotalLiabilitiesGrp/EOYAmt0183
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03341137
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03090364
IRS990/TotalProgramServiceExpensesAmt0124479
IRS990/TotalRevenueGrp/ExclusionAmt0112855
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0188437
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351259
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03341453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03090547
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03341137
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03090364
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.SACREDHEARTFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK REFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03157823344
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
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/AtSubmissionCreationDeviceId009BD24A93EDAA54B1B18F2DA7A57C88DE422A433
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009BD24A93EDAA54B1B18F2DA7A57C88DE422A433
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.19.66.110
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:21:21
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/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB NAVARRA
ReturnHeader/ReturnTs02019-05-14T07:21:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,090,547
Liabilities
$183
Net assets
$3,090,364
Revenue
$351,259
Expenses
$185,993
Net income
$165,266
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