Civic Intelligence

Sacred Heart Foundation Inc.

990 • Fiscal year 2018 • EIN 45-5616483

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 04, 2019

P O Box 2223Hattiesburg, MS 39403

(601) 545-3900

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

3rd percentile

-89%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

190%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$20,179

Down $162,141 (-89%) from 2017

Net Assets

Up

$20,179

Up $159,836 (+114%) from 2017

Liabilities

Down

$0

Down $321,977 (-100%) from 2017

Revenue

Up

$382,075

Up $250,188 (+190%) from 2017

Expenses

Down

$222,239

Down $1,576,808 (-88%) from 2017

Net Income

Up

$159,836

Up $1,826,996 (+110%) from 2017

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

2018

Assets$20,179
Liabilities$0
Net Assets$20,179

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

2018

Revenue$382,075
Expenses$222,239
Net Income$159,836
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 4, 2019
Return Version
2018v3.0
Gross Receipts
$382,075
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$321,977--
Land, Buildings, and Equipment, Net$153,738--
Cash and Non-Interest-Bearing Accounts$28,582$20,179▼ $8,403
Total Assets$182,320$20,179▼ $162,141
Liabilities
Total Liabilities$321,977$0▼ $321,977
Net Assets / Fund Balance
Unrestricted Net Assets$-139,657$20,179▲ $159,836
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$-139,657$20,179▲ $159,836
Total Liabilities and Net Assets / Fund Balance$182,320$20,179▼ $162,141
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tracy KleinPresident
Derek ArringtonDirector
Pete MistichDirector
Leigh AgnewTreasurer
Joe BishopVP/Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$373,067
Program Service Revenue
$8,997
Investment Income
$11
Other Revenue
$0
All Other Contributions
$351,244
Change in Net Assets
$159,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,102
Other Expenses$21,137
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,102--$201,102
Fees for Services Other$15,500--$15,500
Interest$5,340--$5,340
Office Expenses$297--$297
Total Functional Expenses$222,239$0$0$222,239
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seafood Jamboree$51,190$51,190$5,943$45,247
Total Events$51,190$51,190$29,367$21,823
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$321,977--
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, Part VI, Section A, Line 8B

The organization has no authorized committees.

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

The Form 990 is reviewed in detail by the officers of the organization prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents and the annual Form 990 is made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
San Antonio Foundation Inc
EIN
45-5616483
Phone
6015453900
Address
P O Box 2223, Hattiesburg, MS 39403

Signing Officer

Name
Leigh Agnew
Title
Treasurer
Phone
6012976219
Signed
2019-10-04

Organization Details

Principal Officer
Tracy Klein
Formed
2011
Legal Domicile
Ms
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25
Raw XML Appendix371 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/ExplanationTxt1The Form 990 is reviewed in detail by the officers of the organization prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents and the annual Form 990 is made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
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IRS990/TotalAssetsBOYAmt0182320
IRS990/TotalAssetsEOYAmt020179
IRS990/TotalAssetsGrp/BOYAmt0182320
IRS990/TotalAssetsGrp/EOYAmt020179
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0373067
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222239
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0321977
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0321977
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-139657
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt08997
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt08997
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0222239
IRS990/TotalProgramServiceRevenueAmt08997
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09008
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0382075
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0182320
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-139657
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020179
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O Box 2223
IRS990/USAddress/CityNm0Hattiesburg
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039403
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Leigh Agnew
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06012976219
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANTONIO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0455616483
ReturnHeader/Filer/PhoneNum06015453900
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 2223
ReturnHeader/Filer/USAddress/CityNm0Hattiesburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039403
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.5.0.38
ReturnHeader/ReturnTs02019-10-04T16:13:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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