Civic Intelligence

Sacred Heart Catholic School Endowment Fund

990 • Fiscal year 2020 • EIN 26-6822122

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Organization ProfileN/A
PO Box 426Morrilton, AR 72110

(501) 354-8113

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

76th percentile

23%

Higher net margin than 76% 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

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,643,016

Up $251,047 (+18%) from 2019

Net Assets

Up

$1,643,016

Up $364,612 (+29%) from 2019

Liabilities

Down

$0

Down $113,565 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin76th percentile

Revenue

Down

$92,580

Down $142,481 (-61%) from 2019

Expenses

Up

$71,391

Up $15,815 (+28%) from 2019

Net Income

Down

$21,189

Down $158,296 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$1,643,016
Liabilities$0
Net Assets$1,643,016
Open 2020 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

2020

Revenue$92,580
Expenses$71,391
Net Income$21,189
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$670,451
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 Other Securities$994,864$1,640,876▲ $646,012
Savings and Temporary Cash Investments$375,556--
Cash and Non-Interest-Bearing Accounts$21,549$2,140▼ $19,409
Total Assets$1,391,969$1,643,016▲ $251,047
Liabilities
Deferred Revenue$113,565--
Total Liabilities$113,565$0▼ $113,565
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,278,404$1,643,016▲ $364,612
Total Net Assets Fund Balance$1,278,404$1,643,016▲ $364,612
Total Liabilities and Net Assets / Fund Balance$1,391,969$1,643,016▲ $251,047

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,640,876--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,391,969$143,694▲ $178,744$56,403$1,643,016
2019$1,180,893$62,568▲ $28,702$49,672$1,216,588
2018$1,320,862$38,541▲ $27,658$59,050$1,315,571
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Brandon ZinserTrustee
Edward RuffTrustee
John MausTrustee
Susan GundermanTrustee
Trish HenryTrustee
-Church Pastor
-School Principal
Revenue and Support

Revenue Composition

Contributions and Grants
$143,694
Program Service Revenue
$0
Investment Income
$-51,454
Other Revenue
$340
All Other Contributions
$143,694
Change in Net Assets
$21,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,403
Other Expenses$14,988
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,403--$56,403
Fees for Service Investment Mgmnt Fees-$12,208-$12,208
Fees for Services Legal-$2,500-$2,500
Fees for Services Accounting-$200-$200
Other Expenses-$56-$56
Office Expenses-$24-$24
Total Functional Expenses$56,403$14,988$0$71,391
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sacred Heart Catholic SchoolMorrilton, AR-Support of Sacred Heart Catholic School$56,403
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$340
Fundraising Direct Expenses$0
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board and/or management staff approves the form 990 before submission to the irs.”

Form 990, Part VI, Section C, Line 19

“Forms are furnished upon request through the administrative office.”

Filing and Contact Details

Filer

Filer Name
Sacred Heart School Endowment Fund
EIN
26-6822122
Phone
5013548113
Address
PO BOX 426, MORRILTON, AR 72110

Signing Officer

Name
Susan Gunderman
Title
Treasurer
Phone
5013548113
Signed
2021-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Gunderman
Formed
2009
Legal Domicile
Ar
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Conner & Sartain Cpas Pa
Address
PO BOX 2260, CONWAY, AR 72033
Preparer
Theresa a Sartain CPA
Phone
5013276688
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior year unrealized gain/loss 113,565.”

Raw XML Appendix367 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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IRS990ScheduleI/RecipientTable/CashGrantAmt056403
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF SACRED HEART CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SACRED HEART CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0106 N ST JOSEPH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORRILTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd072110
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0MARKET VALUE
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD AND/OR MANAGEMENT STAFF APPROVES THE FORM 990 BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS ARE FURNISHED UPON REQUEST THROUGH THE ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR UNREALIZED GAIN/LOSS 113,565.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01391969
IRS990/TotalAssetsEOYAmt01643016
IRS990/TotalAssetsGrp/BOYAmt01391969
IRS990/TotalAssetsGrp/EOYAmt01643016
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0143694
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014988
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056403
IRS990/TotalFunctionalExpensesGrp/TotalAmt071391
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0113565
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0113565
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01278404
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01643016
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt056403
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-51454
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092580
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01391969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01643016
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 426
IRS990/USAddress/CityNm0MORRILTON
IRS990/USAddress/StateAbbreviationCd0AR
IRS990/USAddress/ZIPCd072110
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GUNDERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05013548113
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRED HEART SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0266822122
ReturnHeader/Filer/PhoneNum05013548113
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 426
ReturnHeader/Filer/USAddress/CityNm0MORRILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260328404
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNER & SARTAIN CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072033
ReturnHeader/PreparerPersonGrp/PhoneNum05013276688
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA A SARTAIN CPA
ReturnHeader/ReturnTs02021-11-15T13:23:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUNDERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,643,016
Liabilities
$0
Net assets
$1,643,016
Revenue
$92,580
Expenses
$71,391
Net income
$21,189
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