Civic Intelligence

Sacred Heart Catholic School Trust

EIN 35-6443453 • 501(c)3 • Fowler, IN

Profile

Income from the trust is used to help the sacred heart catholic school with expenses to keep the school open

PO Box 511Fowler, IN 47944
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-45%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,401,598

Up $128,322 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,401,598

Up $128,322 (+10%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Down

$183,389

Down $151,393 (-45%) from 2023

Expenses

Up

$55,067

Up $26,815 (+95%) from 2023

Net Income

Down

$128,322

Down $178,208 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $882,417Liabilities 2020: $0Net Assets 2020: $882,4172020Assets 2021: $982,188Liabilities 2021: $0Net Assets 2021: $982,1882021Assets 2022: $966,746Liabilities 2022: $0Net Assets 2022: $966,7462022Assets 2023: $1,273,276Liabilities 2023: $0Net Assets 2023: $1,273,2762023Assets 2024: $1,401,598Liabilities 2024: $0Net Assets 2024: $1,401,5982024

Highlighted filing

2024

Assets$1,401,598
Liabilities$0
Net Assets$1,401,598
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $43,221Expenses 2020: $25,381Net Income 2020: $17,8402020Revenue 2021: $62,744Expenses 2021: $23,385Net Income 2021: $39,3592021Revenue 2022: $8,003Expenses 2022: $23,445Net Income 2022: -$15,4422022Revenue 2023: $334,782Expenses 2023: $28,252Net Income 2023: $306,5302023Revenue 2024: $183,389Expenses 2024: $55,067Net Income 2024: $128,3222024

Highlighted filing

2024

Revenue$183,389
Expenses$55,067
Net Income$128,322
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,401,598
Liabilities
$0
Net assets
$1,401,598
Revenue
$183,389
Expenses
$55,067
Net income
$128,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.18$0.06$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.33$0.03$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.02$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.0
Gross Receipts
$1,308,992
Mission and Program Overview

Mission

Income from the trust is used to help the sacred heart catholic school with expenses to keep the school open

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,273,276$1,401,598▲ $128,322
Investments Other Securities$598,218$915,777▲ $317,559
Savings and Temporary Cash Investments$675,053$485,820▼ $189,233
Cash and Non-Interest-Bearing Accounts$5$1▼ $4
Total Assets$1,273,276$1,401,598▲ $128,322
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,273,276$1,401,598▲ $128,322
Total Liabilities and Net Assets / Fund Balance$1,273,276$1,401,598▲ $128,322

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$915,777--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$176,129
Other Revenue
$7,260
Change in Net Assets
$128,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,308
Other Expenses$11,759
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,308--$43,308
Fees for Services Other$7,142--$7,142
Fees for Service Investment Mgmnt Fees$3,559--$3,559
Fees for Services Accounting$823--$823
Other Expenses$235--$235
Total Functional Expenses$55,067$0$0$55,067
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sacred Heart Catholic SchoolFowler, IN-Operating Expenses$43,308
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 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, Page 6, Part VI, Line 11B

“This entity is run under a trust agreement with the fowler state bank as trustee (a financial institution); and there is not comittee to review the tax return.”

Form 990, Page 6, Part VI, Line 19

“A public inspection file is located at the fowler state bank and can be obtained by asking a trust officer for the file. The bank is located at 300 e 5th st, fowler, indiana 47944. Located in this file is a copy of the 2020 return and previous returns, plus the governing document.”

Filing and Contact Details

Filer

Filer Name
Sacred Heart Catholic School Trust
EIN
35-6443453
Phone
7658841200
Address
PO BOX 511, FOWLER, IN 47944

Signing Officer

Name
Fowler State Bank Trustee
Title
Trustee
Phone
7658841200
Signed
2025-10-02

Organization Details

Formed
1986
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Heman Lawson Hawks Llp
Address
2549 YEAGER ROAD SUITE 190, WEST LAFAYETTE, IN 47906
Preparer
Lora L Bramer CPA
Phone
7654635566
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administration fee 7,142 0 0”

Raw XML Appendix356 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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IRS990/GrantsToOrganizationsInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ENTITY IS RUN UNDER A TRUST AGREEMENT WITH THE FOWLER STATE BANK AS TRUSTEE (A FINANCIAL INSTITUTION); AND THERE IS NOT COMITTEE TO REVIEW THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PUBLIC INSPECTION FILE IS LOCATED AT THE FOWLER STATE BANK AND CAN BE OBTAINED BY ASKING A TRUST OFFICER FOR THE FILE. THE BANK IS LOCATED AT 300 E 5TH ST, FOWLER, INDIANA 47944. LOCATED IN THIS FILE IS A COPY OF THE 2020 RETURN AND PREVIOUS RETURNS, PLUS THE GOVERNING DOCUMENT.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMAN LAWSON HAWKS LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST LAFAYETTE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047906
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORA L BRAMER CPA
ReturnHeader/ReturnTs02025-10-30T16:13:18-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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