Civic Intelligence

Sacred Heart Foundation

990 • Fiscal year 2020 • EIN 16-6098362

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.1%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,925,232

Up $328,155 (+9.1%) from 2019

Net Assets

Up

$3,924,865

Up $327,963 (+9.1%) from 2019

Liabilities

Up

$367

Up $192 (+110%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin88th percentile

Revenue

Up

$318,701

Up $128,062 (+67%) from 2019

Expenses

Down

$178,819

Down $9,854 (-5.2%) from 2019

Net Income

Up

$139,882

Up $137,916 (+7015%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$3,925,232
Liabilities$367
Net Assets$3,924,865
Open 2020 Filing

Operations Trend

Revenue Growth90th 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

2020

Revenue$318,701
Expenses$178,819
Net Income$139,882
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.0
Gross Receipts
$4,125,119
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$3,333,356$3,690,479▲ $357,123
Savings and Temporary Cash Investments$251,542$221,390▼ $30,152
Cash and Non-Interest-Bearing Accounts$8,796$11,033▲ $2,237
Land, Buildings, and Equipment, Net$3,383$2,330▼ $1,053
Total Assets$3,597,077$3,925,232▲ $328,155
Liabilities
Accounts Payable and Accrued Expenses$175$367▲ $192
Total Liabilities$175$367▲ $192
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,596,902$3,924,865▲ $327,963
Total Net Assets Fund Balance$3,596,902$3,924,865▲ $327,963
Total Liabilities and Net Assets / Fund Balance$3,597,077$3,925,232▲ $328,155

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,330$22,133$24,463
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$58,094
Program Service Revenue
$0
Investment Income
$239,368
Other Revenue
$21,239
All Other Contributions
$52,945
Change in Net Assets
$139,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,422
Salaries, Compensation, and Employee Benefits$27,397
Total Fundraising Expense$11,926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$26,055$8,685-$34,740
Other Salaries and Wages$9,393$9,393$6,600$25,386
Office Expenses$4,109$4,112$2,890$11,111
Occupancy$2,415$1,425$10$3,850
Payroll Taxes$744$744$523$2,011
Advertising$696$697$490$1,883
Fees for Services Accounting$691$690$485$1,866
Depreciation Depletion$619$395$39$1,053
Insurance$300$300$211$811
Conferences and Meetings$261$262$184$707
Other Expenses$35$34$24$93
Total Functional Expenses$139,487$27,406$11,926$178,819
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,574
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$9,419$9,419-$9,419
Total Events$9,419$9,419-$9,419
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 35% controlled entity
No
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
2021-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Reff
Formed
1968
Voting Board Members
15
Independent Board Members
15
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”

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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0158232
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt016574
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt016574
IRS990/NetUnrlzdGainsLossesInvstAmt0188081
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03596902
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03924865
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt010
IRS990/OccupancyGrp/ManagementAndGeneralAmt01425
IRS990/OccupancyGrp/ProgramServicesAmt02415
IRS990/OccupancyGrp/TotalAmt03850
IRS990/OfficeExpensesGrp/FundraisingAmt02890
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04112
IRS990/OfficeExpensesGrp/ProgramServicesAmt04109
IRS990/OfficeExpensesGrp/TotalAmt011111
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS TO MISSIONAR
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0360
IRS990/OtherExpensesGrp/FundraisingAmt1110
IRS990/OtherExpensesGrp/FundraisingAmt224
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1157
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt234
IRS990/OtherExpensesGrp/ProgramServicesAmt093500
IRS990/OtherExpensesGrp/ProgramServicesAmt1512
IRS990/OtherExpensesGrp/ProgramServicesAmt2157
IRS990/OtherExpensesGrp/ProgramServicesAmt335
IRS990/OtherExpensesGrp/TotalAmt093500
IRS990/OtherExpensesGrp/TotalAmt11384
IRS990/OtherExpensesGrp/TotalAmt2424
IRS990/OtherExpensesGrp/TotalAmt393
IRS990/OtherRevenueMiscGrp/Desc0RAFFLE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04665
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04665
IRS990/OtherRevenueTotalAmt04665
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06600
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09393
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09393
IRS990/OtherSalariesAndWagesGrp/TotalAmt025386
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0523
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0744
IRS990/PayrollTaxesGrp/ProgramServicesAmt0744
IRS990/PayrollTaxesGrp/TotalAmt02011
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FRANK REFF
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt033316
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0114296
IRS990/PYOtherExpensesAmt0161983
IRS990/PYOtherRevenueAmt043027
IRS990/PYRevenuesLessExpensesAmt01966
IRS990/PYSalariesCompEmpBnftPaidAmt026690
IRS990/PYTotalExpensesAmt0188673
IRS990/PYTotalRevenueAmt0190639
IRS990/ReconcilationRevenueExpnssAmt0139882
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0251542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0221390
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02330
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022133
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024463
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02330
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09419
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09419
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09419
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03597077
IRS990/TotalAssetsEOYAmt03925232
IRS990/TotalAssetsGrp/BOYAmt03597077
IRS990/TotalAssetsGrp/EOYAmt03925232
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt058094
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011926
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027406
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139487
IRS990/TotalFunctionalExpensesGrp/TotalAmt0178819
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175
IRS990/TotalLiabilitiesEOYAmt0367
IRS990/TotalLiabilitiesGrp/BOYAmt0175
IRS990/TotalLiabilitiesGrp/EOYAmt0367
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03596902
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03924865
IRS990/TotalProgramServiceExpensesAmt0139487
IRS990/TotalRevenueGrp/ExclusionAmt097710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0162897
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318701
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03597077
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03925232
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0668 THOMPSON ST
IRS990/USAddress/CityNm0WATERTOWN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013601
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.SACREDHEARTFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK REFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03157823344
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
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/PreparerFirmGrp/PreparerFirmEIN0161215909

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,925,232
Liabilities
$367
Net assets
$3,924,865
Revenue
$318,701
Expenses
$178,819
Net income
$139,882
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