Civic Intelligence

Sacred Heart Catholic School Endowment Fund

990 • Fiscal year 2018 • EIN 26-6822122

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

1.07x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

60th percentile

6.9%

Higher net margin than 60% 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

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$1,180,893

Down $139,969 (-11%) from 2017

Net Assets

Up

$1,098,918

Up $5,310 (+0.5%) from 2017

Liabilities

Down

$81,975

Down $145,279 (-64%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin60th percentile

Revenue

Down

$76,799

Down $81,792 (-52%) from 2017

Expenses

Down

$71,490

Down $59,702 (-46%) from 2017

Net Income

Down

$5,309

Down $22,090 (-81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2018

Assets$1,180,893
Liabilities$81,975
Net Assets$1,098,918
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$76,799
Expenses$71,490
Net Income$5,309
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$76,799
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$1,320,862$1,180,893▼ $139,969
Total Assets$1,320,862$1,180,893▼ $139,969
Liabilities
Deferred Revenue$227,254$81,975▼ $145,279
Total Liabilities$227,254$81,975▼ $145,279
Net Assets / Fund Balance
Unrestricted Net Assets$1,093,608$1,098,918▲ $5,310
Total Net Assets Fund Balance$1,093,608$1,098,918▲ $5,310
Total Liabilities and Net Assets / Fund Balance$1,320,862$1,180,893▼ $139,969

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$11,320,862$38,541▲ $27,658$59,050$11,315,571
2017$1,179,730$95,419▲ $63,172$117,278$1,207,129
2016$1,105,331$66,499▲ $37,893$62,174$1,136,592
2015$1,056,302$134,304▲ $46,115$38,122$1,188,013
2014$1,029,231$43,898▲ $81,356$33,249$1,110,945
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Brandon ZinserTrustee
Edward RuffTrustee
Father Jack HarrisTrustee
John MausTrustee
Robert GreesonTrustee
Susan GundermanTrustee
Trish HenryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$38,541
Program Service Revenue
$0
Investment Income
$38,258
Other Revenue
$0
Change in Net Assets
$5,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,490
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$59,050--$59,050
Fees for Services Management-$12,236-$12,236
Fees for Services Accounting-$150-$150
Office Expenses-$54-$54
Total Functional Expenses$59,050$12,440$0$71,490
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 governing body review Part VI line 11

“No review was or will be conducted.”

Governing documents etc available to public 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
Address
PO Box 426, Morrilton, AR 72110

Signing Officer

Name
Susan Gunderman
Title
treasurer
Phone
5013544358
Signed
2019-05-15
Discuss with paid preparer
No

Organization Details

Formed
2009
Legal Domicile
Ar
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
10

Preparer

Firm
Johnson Ruff & Associates
Address
101 N Saint Joseph St, Morrilton, AR 72110
Preparer
Carey Ruff
Phone
5013544626
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Rounding 1”

Raw XML Appendix337 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01098918
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt059050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038258
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076799
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01320862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01180893
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01093608
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01098918
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.sacredheartmorrilton.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Gunderman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05013544358
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sacred Heart School Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0266822122
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 426
ReturnHeader/Filer/USAddress/CityNm0Morrilton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0562CC4127146A03D59BE9D059BB9E9DEE5AE6F84
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0562CC4127146A03D59BE9D059BB9E9DEE5AE6F84
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07121742019319qutn5qu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.47.104.147
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm011:25:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Johnson Ruff & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N Saint Joseph St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morrilton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072110
ReturnHeader/PreparerPersonGrp/PhoneNum05013544626
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carey Ruff
ReturnHeader/ReturnTs02019-11-14T12:46:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

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

Open filing
Assets
$1,180,893
Liabilities
$81,975
Net assets
$1,098,918
Revenue
$76,799
Expenses
$71,490
Net income
$5,309
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