Civic Intelligence

Bruce Roberts Santa Claus

990EZ • Fiscal year 2015 • EIN 01-0361298

Mar 01, 2014 to Feb 28, 2015 • Filed on Sep 30, 2015

295 Gannet DrSouth Portland, ME 04106

(207) 791-6201

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$40,150

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

36th percentile

-8.3%

Faster revenue growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$189,271

Down $28,298 (-13%) from 2014

Net Assets

Down

$189,271

Down $28,127 (-13%) from 2014

Liabilities

Down

$0

Down $171 (-100%) from 2014

Revenue

Down

$119,643

Down $10,879 (-8.3%) from 2014

Expenses

Down

$147,770

Down $12,746 (-7.9%) from 2014

Net Income

Up

-$28,127

Up $1,867 (+6.2%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $324,814Liabilities 2012: $1812012Assets 2013: $247,573Liabilities 2013: $1812013Assets 2014: $217,569Liabilities 2014: $171Net Assets 2014: $217,3982014Assets 2015: $189,271Liabilities 2015: $0Net Assets 2015: $189,2712015Assets 2016: $181,026Liabilities 2016: $0Net Assets 2016: $181,0262016Assets 2017: $194,879Liabilities 2017: $0Net Assets 2017: $194,8792017Assets 2018: $166,890Liabilities 2018: $0Net Assets 2018: $166,8902018Assets 2019: $96,644Liabilities 2019: $0Net Assets 2019: $96,6442019Assets 2020: $65,767Liabilities 2020: $0Net Assets 2020: $65,7672020Assets 2021: $237,079Liabilities 2021: $0Net Assets 2021: $237,0792021Assets 2022: $308,973Liabilities 2022: $0Net Assets 2022: $308,9732022Assets 2023: $372,163Liabilities 2023: $0Net Assets 2023: $372,1632023Assets 2024: $372,163Liabilities 2024: $0Net Assets 2024: $377,0162024Assets 2025: $367,964Liabilities 2025: $0Net Assets 2025: $367,9642025

Highlighted filing

2015

Assets$189,271
Liabilities$0
Net Assets$189,271

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $132,909Expenses 2012: $191,609Net Income 2012: -$58,7002012Revenue 2013: $110,731Expenses 2013: $187,972Net Income 2013: -$77,2412013Revenue 2014: $130,522Expenses 2014: $160,516Net Income 2014: -$29,9942014Revenue 2015: $119,643Expenses 2015: $147,770Net Income 2015: -$28,1272015Revenue 2016: $125,583Expenses 2016: $133,828Net Income 2016: -$8,2452016Revenue 2017: $160,094Expenses 2017: $146,240Net Income 2017: $13,8542017Revenue 2018: $130,370Expenses 2018: $158,363Net Income 2018: -$27,9932018Revenue 2019: $110,334Expenses 2019: $180,581Net Income 2019: -$70,2472019Revenue 2020: $130,463Expenses 2020: $161,342Net Income 2020: -$30,8792020Revenue 2021: $265,894Expenses 2021: $94,581Net Income 2021: $171,3132021Revenue 2022: $214,726Expenses 2022: $142,832Net Income 2022: $71,8942022Revenue 2023: $212,965Expenses 2023: $149,775Net Income 2023: $63,1902023Revenue 2024: $62,846Expenses 2024: $57,993Net Income 2024: $4,8532024Revenue 2025: $21,255Expenses 2025: $30,307Net Income 2025: -$9,0522025

Highlighted filing

2015

Revenue$119,643
Expenses$147,770
Net Income-$28,127
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Sep 30, 2015
Return Version
2014v5.0
Gross Receipts
$119,643
Mission and Program Overview

Mission

The purpose of this organization is to distribute toys to underprivileged children in southern maine during holidays.

Program Services

DescriptionGrantsExpenses
NEW TOYS, VALUED AT 93,124 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.$82,764$136,690
NEW TOYS, VALUED AT 93,124 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN MEADEDirectorFT$40,150-$40,150
STEPHANIE MANNINGPresident-$0--
MICHAEL IVANCICMember-$0--
MARYANN KELLYMember-$0--
CHRISTINE SOBIECHMember-$0--
READE WILSONMember-$0--
JAMES BELANGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bruce Roberts Santa Claus
EIN
01-0361298
Phone
2077916201
Address
295 GANNET DR, SOUTH PORTLAND, ME 04106

Signing Officer

Name
Stefanie Manning
Title
President
Phone
2077916201
Signed
2015-09-30

Preparer

Firm
Local Economy LLC
Address
44 PLEASANT ST, PORTLAND, ME 04101-3912
Preparer
Thomas S Gangewer
Phone
2074503447
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

TOYS 0 82,764 0

Form 990-ez, Part I, Line 16

Expenses office supplies 821 telephone 1,931 bank charges 666 online payment fees 1,385 postage 252 meals 75 worker's comp 1,375 liability 2,492 total 8,997

Form 990-ez, Part II, Line 24

Inventories for sale or use 41,407 19,882 total 41,407 19,882

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 171 0

Form 990-ez, Part III

The purpose of this organization is to distribute toys to underprivileged children in southern maine during holidays.

Form 990-ez, Part III, Line 31

New toys, valued at 93,124 were distibuted to underpriviledged children in the portland maine area during the holidays.

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LOCAL ECONOMY LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum02074503447
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt044 PLEASANT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0176162
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0169389
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0119524
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28127
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02084
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0217569
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0189271
IRS990EZ/GrantsAndSimilarAmountsPaidAmt082764
IRS990EZ/GrossReceiptsAmt0119643
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0119
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0217398
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0189271
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0217398
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0189271
IRS990EZ/OccupancyRentUtltsAndMaintAmt04166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt540.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt540150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL IVANCIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARYANN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE SOBIECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4READE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHLEEN MEADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES BELANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt041407
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019882
IRS990EZ/OtherExpensesTotalAmt08997
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS ORGANIZATION IS TO DISTRIBUTE TOYS TO UNDERPRIVILEGED CHILDREN IN SOUTHERN MAINE DURING HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NEW TOYS, VALUED AT 93,124 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEW TOYS, VALUED AT 93,124 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082764
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0136690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt049759
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0171
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147770
IRS990EZ/TotalProgramServiceExpensesAmt0136690
IRS990EZ/TotalRevenueAmt0119643
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BRUCEROBERTSTOYFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0131327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0197530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0683968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01791
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04768
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0119
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99310
IRS990ScheduleA/PublicSupportPY170Pct00.98860
IRS990ScheduleA/PublicSupportTotal170Amt0683968
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0131327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0197530
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0683968
IRS990ScheduleA/TotalSupportAmt0688736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOYS 0 82,764 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 821 TELEPHONE 1,931 BANK CHARGES 666 ONLINE PAYMENT FEES 1,385 POSTAGE 252 MEALS 75 WORKER'S COMP 1,375 LIABILITY 2,492 TOTAL 8,997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 41,407 19,882 TOTAL 41,407 19,882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 171 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PURPOSE OF THIS ORGANIZATION IS TO DISTRIBUTE TOYS TO UNDERPRIVILEGED CHILDREN IN SOUTHERN MAINE DURING HOLIDAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEW TOYS, VALUED AT 93,124 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANIE MANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02077916201
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE ROBERTS SANTA CLAUS
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0010361298
ReturnHeader/Filer/PhoneNum02077916201
ReturnHeader/Filer/USAddress/AddressLine1Txt0295 GANNET DR
ReturnHeader/Filer/USAddress/CityNm0SOUTH PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271725261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOCAL ECONOMY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 PLEASANT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0041013912
ReturnHeader/PreparerPersonGrp/PhoneNum02074503447
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS S GANGEWER
ReturnHeader/ReturnTs02015-10-15T15:05:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.21$0.30$0.09
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.77$0.63$0.58$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.00$3.72$2.13$1.50$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$2.15$1.43$0.72
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$2.66$0.95$1.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$1.30$1.61$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$1.10$1.81$0.70
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.30$1.58$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$1.60$1.46$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$1.26$1.34$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.20$1.48$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.17$1.31$1.61$0.30
2013Summary only. Only limited summary data is available for this year.$2.48$0.00$1.11$1.88$0.77
2012Summary only. Only limited summary data is available for this year.$3.25$0.00$1.33$1.92$0.59