Bruce Roberts Santa Claus

990EZ • Fiscal year 2017 • EIN 01-0361298

Mar 01, 2016 to Feb 28, 2017 • Filed on Oct 12, 2017

Organization Profile BRUCEROBERTSTOYFUND.ORG

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.

0.00x

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

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

0.00x

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

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

8.7%

Higher net margin than 61% of similar nonprofits.

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

$39,894

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

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

7.7%

Faster asset growth than 59% of similar nonprofits.

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

27%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets56th percentile

Assets

$194,879

Up $13,853 (+7.7%) from 2016

Net Assets

$194,879

Up $13,853 (+7.7%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin61st percentile

Revenue

$160,094

Up $34,511 (+27%) from 2016

Expenses

$146,240

Up $12,412 (+9.3%) from 2016

Net Income

$13,854

Up $22,099 (+268%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

Highlighted filing

2017

Assets$194,879

Liabilities$0

Net Assets$194,879

Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

Highlighted filing

2017

Revenue$160,094

Expenses$146,240

Net Income$13,854

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2016 to Feb 28, 2017
Signed: Oct 12, 2017
Return Version: 2016v3.0
Gross Receipts: $160,094

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
NEW TOYS, VALUED AT 81867.89 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.	$81,868	$138,224
NEW TOYS, VALUED AT 81867.99 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.	-	-

Compensation and Service Providers

Top Officer Pay89th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHLEEN MEADE	Director	FT	$39,894	-	$39,894
CHRISTINE SOBIECH	Member	-	$0	-	-
JAMES BELANGER	Treasurer	-	$0	-	-
LISA DESISTO	President	-	$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: James Belanger
Title: Treasurer
Phone: 2077916837
Signed: 2017-10-12

Preparer

Firm: Local Economy LLC
Address: 52 CENTER ST STE 1, PORTLAND, ME 04101-3902
Preparer: Thomas S Gangewer
Phone: 2074503447

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“TOYS 0 81,868 0”

Form 990-ez, Part I, Line 16

“Expenses telephone 845 bank charges 895 online payment fees 2,697 postage 264 casual labor 200 licenses/permits 35 worker's comp 2,266 liability 814 total 8,016”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 17,258 26,805 total 17,258 26,805”

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 81867.89 were distibuted to underpriviledged children in the portland maine area during the holidays.”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	LOCAL ECONOMY LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2074503447
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	52 CENTER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	04101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	163767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	168074
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	159998
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	13854
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1677
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	181025
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	194879
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	81868
IRS990EZ/GrossReceiptsAmt	0	160094
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	96
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	181025
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	194879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	181025
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	194879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	39894
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CHRISTINE SOBIECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KATHLEEN MEADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JAMES BELANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LISA DESISTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	17258
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	26805
IRS990EZ/OtherExpensesTotalAmt	0	8016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE PURPOSE OF THIS ORGANIZATION IS TO DISTRIBUTE TOYS TO UNDERPRIVILEGED CHILDREN IN SOUTHERN MAINE DURING HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	NEW TOYS, VALUED AT 81867.99 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	NEW TOYS, VALUED AT 81867.89 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd	0	X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	81868
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	138224
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	54679
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	146240
IRS990EZ/TotalProgramServiceExpensesAmt	0	138224
IRS990EZ/TotalRevenueAmt	0	160094
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	BRUCEROBERTSTOYFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	159998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	125475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	119524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	126065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	109522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	640584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	67
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	1209
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	1395
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	96
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.99780
IRS990ScheduleA/PublicSupportPY170Pct	0	0.99520
IRS990ScheduleA/PublicSupportTotal170Amt	0	640584
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	159998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	125475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	119524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	126065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	109522
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	640584
IRS990ScheduleA/TotalSupportAmt	0	641979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	TOYS 0 81,868 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES TELEPHONE 845 BANK CHARGES 895 ONLINE PAYMENT FEES 2,697 POSTAGE 264 CASUAL LABOR 200 LICENSES/PERMITS 35 WORKER'S COMP 2,266 LIABILITY 814 TOTAL 8,016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	INVENTORIES FOR SALE OR USE 17,258 26,805 TOTAL 17,258 26,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	THE PURPOSE OF THIS ORGANIZATION IS TO DISTRIBUTE TOYS TO UNDERPRIVILEGED CHILDREN IN SOUTHERN MAINE DURING HOLIDAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	NEW TOYS, VALUED AT 81867.89 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES BELANGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2077916837
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BRUCE ROBERTS SANTA CLAUS
ReturnHeader/Filer/BusinessNameControlTxt	0	BRUC
ReturnHeader/Filer/EIN	0	010361298
ReturnHeader/Filer/PhoneNum	0	2077916201
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	295 GANNET DR
ReturnHeader/Filer/USAddress/CityNm	0	SOUTH PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	ME
ReturnHeader/Filer/USAddress/ZIPCd	0	04106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	1AF3C33E068449F31F79581828F5FE3880F7053F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	2BB43AEE8ECB028342196DB202AC42AC85FDA7E3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	271725261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LOCAL ECONOMY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	52 CENTER ST STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	041013902
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2074503447
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS S GANGEWER
ReturnHeader/ReturnTs	0	2017-10-16T13:46:15-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-03-01
ReturnHeader/TaxPeriodEndDt	0	2017-02-28
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $194,879
Liabilities: $0
Net assets: $194,879
Revenue: $160,094
Expenses: $146,240
Net income: $13,854

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2017Detailed filing. Detailed filing data is available for this year.	$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