Civic Intelligence

Sacred Heart Catholic School Endowment Fund

990 • Fiscal year 2016 • EIN 26-6822122

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.SACREDHEARTMORRILTON.ORG
PO Box 426Morrilton, AR 72110

(501) 354-4358

Siviq Scores

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

Liabilities / Assets

50th percentile

0.10x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

1.09x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

86th percentile

30%

Higher net margin than 86% 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

66th percentile

6.7%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,179,730

Up $74,399 (+6.7%) from 2015

Net Assets

Up

$1,066,209

Up $31,360 (+3.0%) from 2015

Liabilities

Up

$113,521

Up $43,039 (+61%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin86th percentile

Revenue

Down

$104,392

Down $76,027 (-42%) from 2015

Expenses

Up

$73,032

Up $24,424 (+50%) from 2015

Net Income

Down

$31,360

Down $100,451 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,105,331Liabilities 2015: $70,482Net Assets 2015: $1,034,8492015Assets 2016: $1,179,730Liabilities 2016: $113,521Net Assets 2016: $1,066,2092016Assets 2017: $1,320,862Liabilities 2017: $227,254Net Assets 2017: $1,093,6082017Assets 2018: $1,180,893Liabilities 2018: $81,975Net Assets 2018: $1,098,9182018Assets 2019: $1,391,969Liabilities 2019: $113,565Net Assets 2019: $1,278,4042019Assets 2020: $1,643,016Liabilities 2020: $0Net Assets 2020: $1,643,0162020Assets 2021: $3,335,206Liabilities 2021: $0Net Assets 2021: $3,335,2062021Assets 2022: $2,926,388Liabilities 2022: $0Net Assets 2022: $2,926,3882022Assets 2023: $3,331,438Liabilities 2023: $0Net Assets 2023: $3,331,4382023Assets 2024: $3,783,161Liabilities 2024: $0Net Assets 2024: $3,783,1612024

Highlighted filing

2016

Assets$1,179,730
Liabilities$113,521
Net Assets$1,066,209
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0Revenue 2015: $180,419Expenses 2015: $48,608Net Income 2015: $131,8112015Revenue 2016: $104,392Expenses 2016: $73,032Net Income 2016: $31,3602016Revenue 2017: $158,591Expenses 2017: $131,192Net Income 2017: $27,3992017Revenue 2018: $76,799Expenses 2018: $71,490Net Income 2018: $5,3092018Revenue 2019: $235,061Expenses 2019: $55,576Net Income 2019: $179,4852019Revenue 2020: $92,580Expenses 2020: $71,391Net Income 2020: $21,1892020Revenue 2021: $1,474,306Expenses 2021: $77,060Net Income 2021: $1,397,2462021Revenue 2022: $262,023Expenses 2022: $112,892Net Income 2022: $149,1312022Revenue 2023: $168,032Expenses 2023: $133,289Net Income 2023: $34,7432023Revenue 2024: $238,700Expenses 2024: $162,568Net Income 2024: $76,1322024

Highlighted filing

2016

Revenue$104,392
Expenses$73,032
Net Income$31,360
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$104,392
Mission and Program Overview

Mission

The Sacred Heart School Endowment Fund was established to help fund the educational programs of Sacred Heart Catholic School in Morrilton, Arkansas, enrollment 225-275 annually.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,105,331$1,179,730▲ $74,399
Total Assets$1,105,331$1,179,730▲ $74,399
Liabilities
Deferred Revenue$70,482$113,521▲ $43,039
Total Liabilities$70,482$113,521▲ $43,039
Net Assets / Fund Balance
Unrestricted Net Assets$1,034,849$1,066,209▲ $31,360
Total Net Assets Fund Balance$1,034,849$1,066,209▲ $31,360
Total Liabilities and Net Assets / Fund Balance$1,105,331$1,179,730▲ $74,399

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,105,331$66,499▲ $37,893$62,174$1,179,730
2015$1,056,302$134,304▲ $46,115$38,122$1,105,331
2014$1,029,231$43,898▲ $81,356$33,249$1,056,302
2013$860,953$62,092▲ $145,314$29,926$1,029,231
2012$763,290$32,610▲ $102,267$29,065$860,953
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David LittleTrustee
David RuffTrustee
Father Jack HarrisTrustee
John MausTrustee
Robert GreesonTrustee
Susan GundermanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$66,499
Program Service Revenue
$0
Investment Income
$37,893
Other Revenue
$0
All Other Contributions
$66,499
Change in Net Assets
$31,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,032
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$62,075--$62,075
Fees for Services Management-$10,857-$10,857
Fees for Services Accounting-$100-$100
Total Functional Expenses$62,075$10,957$0$73,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sacred Heart School Endowment Fund
EIN
26-6822122
Phone
5013544358
Address
PO BOX 426, MORRILTON, AR 72110

Signing Officer

Name
Susan Gunderman
Title
Trustee
Phone
5013544358
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Gunderman
Formed
2009
Legal Domicile
Ar
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Johnson & Ruff Cpas
Address
101 N SAINT JOSEPH ST, MORRILTON, AR 72110-2915
Preparer
Carey a Ruff
Phone
5013544626
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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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ReturnHeader/Filer/PhoneNum05013544358
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 426
ReturnHeader/Filer/USAddress/CityNm0MORRILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0829331068D6B002FC00136EECD6F17994A6D5578
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0829331068D6B002FC00136EECD6F17994A6D5578
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261510022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON & RUFF CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N SAINT JOSEPH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0721102915
ReturnHeader/PreparerPersonGrp/PhoneNum05013544626
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAREY A RUFF
ReturnHeader/ReturnTs02017-11-15T14:58:17-06:00
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
$1,179,730
Liabilities
$113,521
Net assets
$1,066,209
Revenue
$104,392
Expenses
$73,032
Net income
$31,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.00$3.78$0.24$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.17$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.26$0.11$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$1.47$0.08$1.40
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.11$1.28$0.24$0.06$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.08$1.10$0.08$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.23$1.09$0.16$0.13$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.11$1.07$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.07$1.03$0.18$0.05$0.13