Civic Intelligence

Sacred Heart School Endowment Fund

990 • Fiscal year 2018 • EIN 74-2357221

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

Organization ProfileN/A
PO Box 548LA Grange, TX 78945-0548

(979) 968-3430

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

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

Liabilities / Revenue

14th percentile

0.00x

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

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

Net Margin

91st percentile

49%

Higher net margin than 91% 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

37th percentile

-1.9%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,606,590

Down $68,809 (-1.9%) from 2017

Net Assets

Down

$3,606,590

Down $68,809 (-1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

Up

$238,104

Up $25,476 (+12%) from 2017

Expenses

Up

$121,448

Up $102,393 (+537%) from 2017

Net Income

Down

$116,656

Down $76,917 (-40%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,308,882Liabilities 2010: $0Net Assets 2010: $2,308,8822010Assets 2011: $2,398,126Liabilities 2011: $0Net Assets 2011: $2,398,1262011Assets 2012: $2,433,613Liabilities 2012: $0Net Assets 2012: $2,433,6132012Assets 2013: $2,514,792Liabilities 2013: $0Net Assets 2013: $2,514,7922013Assets 2014: $3,127,785Liabilities 2014: $0Net Assets 2014: $3,127,7852014Assets 2015: $3,198,453Liabilities 2015: $0Net Assets 2015: $3,198,4532015Assets 2016: $3,404,787Liabilities 2016: $0Net Assets 2016: $3,404,7872016Assets 2017: $3,675,399Liabilities 2017: $0Net Assets 2017: $3,675,3992017Assets 2018: $3,606,590Liabilities 2018: $0Net Assets 2018: $3,606,5902018Assets 2019: $3,502,444Liabilities 2019: $0Net Assets 2019: $3,502,4442019Assets 2020: $4,776,143Liabilities 2020: $0Net Assets 2020: $4,776,1432020Assets 2021: $5,063,089Liabilities 2021: $0Net Assets 2021: $5,063,0892021Assets 2022: $4,625,284Liabilities 2022: $0Net Assets 2022: $4,625,2842022Assets 2023: $5,030,306Liabilities 2023: $0Net Assets 2023: $5,030,3062023Assets 2024: $5,325,318Liabilities 2024: $0Net Assets 2024: $5,325,3182024

Highlighted filing

2018

Assets$3,606,590
Liabilities$0
Net Assets$3,606,590
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $110,375Expenses 2010: $74,899Net Income 2010: $35,4762010Revenue 2011: $157,079Expenses 2011: $51,040Net Income 2011: $106,0392011Revenue 2012: $132,715Expenses 2012: $87,175Net Income 2012: $45,5402012Revenue 2013: $82,925Expenses 2013: $67,321Net Income 2013: $15,6042013Revenue 2014: $690,455Expenses 2014: $79,220Net Income 2014: $611,2352014Revenue 2015: $212,652Expenses 2015: $101,123Net Income 2015: $111,5292015Revenue 2016: $180,339Expenses 2016: $61,456Net Income 2016: $118,8832016Revenue 2017: $212,628Expenses 2017: $19,055Net Income 2017: $193,5732017Revenue 2018: $238,104Expenses 2018: $121,448Net Income 2018: $116,6562018Revenue 2019: $254,745Expenses 2019: $292,112Net Income 2019: -$37,3672019Revenue 2020: $1,246,536Expenses 2020: $225,808Net Income 2020: $1,020,7282020Revenue 2021: $656,633Expenses 2021: $147,161Net Income 2021: $509,4722021Revenue 2022: -$25,195Expenses 2022: $168,252Net Income 2022: -$193,4472022Revenue 2023: $78,432Expenses 2023: $183,576Net Income 2023: -$105,1442023Revenue 2024: $351,222Expenses 2024: $338,714Net Income 2024: $12,5082024

Highlighted filing

2018

Revenue$238,104
Expenses$121,448
Net Income$116,656
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$238,374
Mission and Program Overview

Mission

Support education (sacred heart school)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,675,399$3,606,590▼ $68,809
Investments Other Securities$2,991,037$3,174,047▲ $183,010
Savings and Temporary Cash Investments$492,155$241,560▼ $250,595
Land, Buildings, and Equipment, Net$190,983$190,983→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,675,399$3,606,590▼ $68,809
Other Assets Total$1,224$0▼ $1,224
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,675,399$3,606,590▼ $68,809
Total Liabilities and Net Assets / Fund Balance$3,675,399$3,606,590▼ $68,809

Asset Categories

AssetBook ValueDepreciationBasis
Land$190,983--
Other Securities$3,174,047--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Chris UrbanTrustee
Gary SchellbergTrustee
Jimmy FucikTrustee
John BelvillTrustee
Peggy SupakTrustee
Sharon ChovanecTrustee
Thomas BorgstedteTrustee
Rev Matthew KinneyPastor
Revenue and Support

Revenue Composition

Contributions and Grants
$2,798
Program Service Revenue
$0
Investment Income
$165,417
Other Revenue
$69,889
All Other Contributions
$2,798
Change in Net Assets
$116,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,448
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
Other Expenses$114,740$59-$59
Total Functional Expenses$114,740$6,708$0$121,448
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, Part VI, Section B, Line 11B

“Trustees review the form 990 at their quarterly meeting.”

Form 990, Part VI, Section C, Line 19

“Upon request, form 990 is available for public inspection at the sacred heart church office.”

Filing and Contact Details

Filer

Filer Name
Sacred Heart School Endowment Fund
EIN
74-2357221
Phone
9799683430
Address
PO BOX 548, LA GRANGE, TX 78945-0548

Signing Officer

Name
Chris Urban
Title
Chairperson
Phone
9799683430
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Urban
Formed
1985
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Schneider Frazee & Matocha Pc
Address
P O DRAWER 430, LA GRANGE, TX 78945
Preparer
Vincent Matocha
Phone
9799689575
Raw XML Appendix358 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT EDUCATION (SACRED HEART SCHOOL)
IRS990/AllOtherContributionsAmt02798
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SACRED HEART CHURCH
IRS990/BooksInCareOfDetail/PhoneNum09799683430
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0539 E PEARL
IRS990/BooksInCareOfDetail/USAddress/CityNm0LA GRANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078945
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02798
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0165417
IRS990/CYOtherExpensesAmt0121448
IRS990/CYOtherRevenueAmt069889
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0116656
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0121448
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0238104
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EARNINGS FROM THIS FUND ARE USED TO SUPPORT SACRED HEART SCHOOL AND HELPS KEEP TUITION AT AFFORDABLE LEVELS FOR NEEDY STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0114740
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0REV MATTHEW KINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRIS URBAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON CHOVANEC
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BELVILL
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS BORGSTEDTE
IRS990/Form990PartVIISectionAGrp/PersonNm5PEGGY SUPAK
IRS990/Form990PartVIISectionAGrp/PersonNm6JIMMY FUCIK
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY SCHELLBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PASTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0100348
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0100348
IRS990/GrossReceiptsAmt0238374
IRS990/GrossRentsGrp/RealAmt01000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt065069
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065069
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02991037
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03174047
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0190983
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0190983
IRS990/LandBldgEquipCostOrOtherBssAmt0190983
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt0270
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT EDUCATION (SACRED HEART SCHOOL)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03675399
IRS990/NetAssetsOrFundBalancesEOYAmt03606590
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0100348
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0100348
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0730
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0730
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-185465
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01224
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SACRED HEART SCHOOL
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2INVESTMENT MGMT FEES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05577
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt259
IRS990/OtherExpensesGrp/ProgramServicesAmt0114740
IRS990/OtherExpensesGrp/TotalAmt0114740
IRS990/OtherExpensesGrp/TotalAmt15577
IRS990/OtherExpensesGrp/TotalAmt21072
IRS990/OtherExpensesGrp/TotalAmt359
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRIS URBAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080915
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt070303
IRS990/PYOtherExpensesAmt019055
IRS990/PYOtherRevenueAmt061410
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0193573
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019055
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0212628
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0116656
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0730
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt069159
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt069159
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03675399
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03606590
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0492155
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0241560
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEES ARE MEMBERS OF THE FINANCE COUNCIL FOR SACRED HEART CATHOLIC CHURCH IN LA GRANGE TX THAT OVERSEES SACRED HEART SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHED A PART IV SECTION D LINE 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741222274
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0114740
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SACRED HEART SCHOOL - LA GRANGE TX
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0114740
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt0190983
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0190983
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03174047
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES, BONDS, ANNUITIES CD'S
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0190983
IRS990ScheduleD/TotalBookValueSecuritiesAmt03174047
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES REVIEW THE FORM 990 AT THEIR QUARTERLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AT THE SACRED HEART CHURCH OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03675399
IRS990/TotalAssetsEOYAmt03606590
IRS990/TotalAssetsGrp/BOYAmt03675399
IRS990/TotalAssetsGrp/EOYAmt03606590
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02798
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06708
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0114740
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03675399
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03606590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0114740
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0235306
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238104
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03675399
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03606590
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 548
IRS990/USAddress/CityNm0LA GRANGE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0789450548
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS URBAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09799683430
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SACRED HEART SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SACR
ReturnHeader/Filer/EIN0742357221
ReturnHeader/Filer/PhoneNum09799683430
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 548
ReturnHeader/Filer/USAddress/CityNm0LA GRANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0789450548
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089D1671BDF470B86D6D353B10E11402482CE40FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId089D1671BDF470B86D6D353B10E11402482CE40FA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.120.1.39
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:28:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742546078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER FRAZEE & MATOCHA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O DRAWER 430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA GRANGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078945
ReturnHeader/PreparerPersonGrp/PhoneNum09799689575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT MATOCHA
ReturnHeader/ReturnTs02019-11-15T19:43:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,606,590
Liabilities
$0
Net assets
$3,606,590
Revenue
$238,104
Expenses
$121,448
Net income
$116,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.00$5.33$0.35$0.34$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.00$5.03$0.08$0.18$0.11
2022Summary only. Only limited summary data is available for this year.$4.63$0.00$4.63$0.03$0.17$0.19
2021Summary only. Only limited summary data is available for this year.$5.06$0.00$5.06$0.66$0.15$0.51
2020Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$1.25$0.23$1.02
2019Summary only. Only limited summary data is available for this year.$3.50$0.00$3.50$0.25$0.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.24$0.12$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.21$0.02$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.18$0.06$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.21$0.10$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.69$0.08$0.61
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.08$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$0.13$0.09$0.05
2011Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$0.16$0.05$0.11
2010Summary only. Only limited summary data is available for this year.$2.31$0.00$2.31$0.11$0.07$0.04