Civic Intelligence

Sacred Heart Foundation Inc.

990EZ • Fiscal year 2017 • EIN 45-5616483

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

P O Box 310Hattiesburg, MS 39403

(601) 583-6040

Siviq Scores

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

Liabilities / Assets

97th percentile

1.77x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.44x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-1264%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-91%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$182,320

Down $1,748,189 (-91%) from 2016

Net Assets

Down

-$139,657

Down $1,667,160 (-109%) from 2016

Liabilities

Down

$321,977

Down $81,029 (-20%) from 2016

Revenue

Down

$131,887

Down $308,288 (-70%) from 2016

Expenses

Up

$1,799,047

Up $1,699,381 (+1705%) from 2016

Net Income

Down

-$1,667,160

Down $2,007,669 (-590%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2013: $271,821Liabilities 2013: $0Net Assets 2013: $271,8212013Assets 2014: $562,287Liabilities 2014: $131,406Net Assets 2014: $430,8812014Assets 2015: $1,687,502Liabilities 2015: $500,508Net Assets 2015: $1,186,9942015Assets 2016: $1,930,509Liabilities 2016: $403,006Net Assets 2016: $1,527,5032016Assets 2017: $182,320Liabilities 2017: $321,977Net Assets 2017: -$139,6572017Assets 2018: $20,179Liabilities 2018: $0Net Assets 2018: $20,1792018Assets 2019: $33,203Liabilities 2019: $0Net Assets 2019: $33,2032019Assets 2021: $43,566Liabilities 2021: $0Net Assets 2021: $43,5662021Assets 2022: $101,180Liabilities 2022: $0Net Assets 2022: $101,1802022Assets 2023: $84,306Liabilities 2023: $0Net Assets 2023: $84,3062023Assets 2024: $67,328Liabilities 2024: $4,500Net Assets 2024: $62,8282024

Highlighted filing

2017

Assets$182,320
Liabilities$321,977
Net Assets-$139,657

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $308,525Expenses 2013: $40,544Net Income 2013: $267,9812013Revenue 2014: $187,688Expenses 2014: $28,628Net Income 2014: $159,0602014Revenue 2015: $795,572Expenses 2015: $43,585Net Income 2015: $751,9872015Revenue 2016: $440,175Expenses 2016: $99,666Net Income 2016: $340,5092016Revenue 2017: $131,887Expenses 2017: $1,799,047Net Income 2017: -$1,667,1602017Revenue 2018: $382,075Expenses 2018: $222,239Net Income 2018: $159,8362018Revenue 2019: $27,995Expenses 2019: $14,971Net Income 2019: $13,0242019Revenue 2021: $36,770Expenses 2021: $43,581Net Income 2021: -$6,8112021Revenue 2022: $93,396Expenses 2022: $35,782Net Income 2022: $57,6142022Revenue 2023: $77,281Expenses 2023: $94,155Net Income 2023: -$16,8742023Revenue 2024: $62,340Expenses 2024: $83,818Net Income 2024: -$21,4782024

Highlighted filing

2017

Revenue$131,887
Expenses$1,799,047
Net Income-$1,667,160
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.0
Gross Receipts
$145,518
Mission and Program Overview

Mission

To support local schools and other nonprofits with the development of sports programs and sports facilities.

Program Services

DescriptionGrantsExpenses
The San Antonio Foundation donated the buildings, land improvements and equipment of the sports complex to a local school.$0$1,720,038
The San Antonio Foundation aided a local school in its efforts to build a football program by paying various coaching stipends and equipment costs.$0$16,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy KleinPresidentPT$0--
Al ShiyouVP/Secretary-$0--
Leigh AgnewTreasurer-$0--
Mike McElroyDirector-$0--
Margaret SullivanDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seafood Jamboree$32,900$32,900$2,117$30,783
Total Events$32,900$32,900$13,631$19,269
Filing and Contact Details

Filer

Filer Name
San Antonio Foundation Inc
EIN
45-5616483
Phone
6015836040
Address
P O Box 310, Hattiesburg, MS 39403

Signing Officer

Name
Leigh Agnew
Title
Treasurer
Phone
6012976219
Signed
2018-05-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Miscellaneous

Form 990-EZ, Part I, Line 10

Donation of buildings, land improvements and equipment to Sacred Heart School

Form 990-EZ, Part I, Line 16

Coach stipends $16,200 Interest expense on loans $15,816 Loss on sale of donated stock $ 602 Bank charges $ 68

Form 990-EZ, Part II, Line 26

Notes payable to bank

Raw XML Appendix211 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Leigh Agnew
IRS990EZ/BooksInCareOfDetail/PhoneNum06012976219
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 310
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hattiesburg
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039403
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Klein
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mike McElroy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Margaret Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032686
IRS990EZ/OtherRevenueTotalAmt0366
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To support local schools and other nonprofits with the development of sports programs and sports facilities.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt011995
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The San Antonio Foundation aided a local school in its efforts to build a football program by paying various coaching stipends and equipment costs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The San Antonio Foundation donated the buildings, land improvements and equipment of the sports complex to a local school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11720038
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt013631
IRS990EZ/SpecialEventsNetIncomeLossAmt019269
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0403006
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0321977
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01799047
IRS990EZ/TotalProgramServiceExpensesAmt01736238
IRS990EZ/TotalRevenueAmt0131887
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Seafood Jamboree Fundraiser $19,269 Misc Income $366
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100228
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0781033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0308525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01798514
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0493
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98893
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0308525
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IRS990ScheduleA/TotalSupportAmt01818642
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013631
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Seafood Jamboree
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011514
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011514
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0buildings, land improvements and equipment
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Sacred Heart Catholic School
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02017-05-24
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0640868195
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01720038
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501c3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0cost less accumulated depreciation
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0510 W Pine Street
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Hattiesburg
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0MS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd039401
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Donation of buildings, land improvements and equipment to Sacred Heart School
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Coach stipends $16,200 Interest expense on loans $15,816 Loss on sale of donated stock $ 602 Bank charges $ 68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Notes payable to bank
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leigh Agnew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06012976219
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0455616483
ReturnHeader/Filer/PhoneNum06015836040
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 310
ReturnHeader/Filer/USAddress/CityNm0Hattiesburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039403
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.5.0.38
ReturnHeader/ReturnTs02018-05-23T20:56:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings