Bruce Roberts Santa Claus

990EZ • Fiscal year 2018 • EIN 01-0361298

Mar 01, 2017 to Feb 28, 2018 • Filed on Oct 12, 2018

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.

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

0.00x

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

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

-21%

Higher net margin than 15% of similar nonprofits.

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

$37,587

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

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

-14%

Faster asset growth than 25% of similar nonprofits.

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

-19%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$166,890

Down $27,989 (-14%) from 2017

Net Assets

Down

$166,890

Down $27,989 (-14%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin15th percentile

Revenue

Down

$130,370

Down $29,724 (-19%) from 2017

Expenses

$158,363

Up $12,123 (+8.3%) from 2017

Net Income

Down

-$27,993

Down $41,847 (-302%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2018

Assets$166,890

Liabilities$0

Net Assets$166,890

Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

Highlighted filing

2018

Revenue$130,370

Expenses$158,363

Net Income-$27,993

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2017 to Feb 28, 2018
Signed: Oct 12, 2018
Return Version: 2017v2.3
Gross Receipts: $130,370

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 90,786 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.	$90,786	$144,515
NEW TOYS, VALUED AT 90,786 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	$37,587	-	$37,587
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: 2018-10-12

Preparer

Firm: Local Economy LLC
Address: 11 SANDY TER, PORTLAND, ME 04102
Preparer: Thomas S Gangewer
Phone: 2076531960

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 90,786”

Form 990-ez, Part I, Line 16

“Expenses telephone 1,270 bank charges 897 online payment fees 2,372 postage 272 licenses/permits 70 supplies 1,237 worker's comp 2,147 liability 6,820 total 15,085”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 26,805 26,805 total 26,805 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 90,786 were distibuted to underpriviledged children in the portland maine area during the holidays.”

Raw XML Appendix146 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	11 SANDY TER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	04102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	168078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	140085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	130292
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-27993
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1520
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	194883
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	166890
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	90786
IRS990EZ/GrossReceiptsAmt	0	130370
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	78
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	194883
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	166890
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	194883
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	166890
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	37587
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	26805
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	26805
IRS990EZ/OtherExpensesTotalAmt	0	15085
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 90,786 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	NEW TOYS, VALUED AT 90,786 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd	0	X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	90786
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	144515
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	50972
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	158363
IRS990EZ/TotalProgramServiceExpensesAmt	0	144515
IRS990EZ/TotalRevenueAmt	0	130370
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	BRUCEROBERTSTOYFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	130292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	159998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	125475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	119524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	126065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	661354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	67
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	186
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	78
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.99970
IRS990ScheduleA/PublicSupportPY170Pct	0	0.99780
IRS990ScheduleA/PublicSupportTotal170Amt	0	661354
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	130292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	159998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	125475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	119524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	126065
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	661354
IRS990ScheduleA/TotalSupportAmt	0	661540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	CASH CONTRIBUTION: 90,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES TELEPHONE 1,270 BANK CHARGES 897 ONLINE PAYMENT FEES 2,372 POSTAGE 272 LICENSES/PERMITS 70 SUPPLIES 1,237 WORKER'S COMP 2,147 LIABILITY 6,820 TOTAL 15,085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	INVENTORIES FOR SALE OR USE 26,805 26,805 TOTAL 26,805 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 90,786 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	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES BELANGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2077916837
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-12
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	869ADC07537344D558453C3B1B37E6587F0DB1DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	34966950C0FA5538C1DF343E326E4FA816957CDC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	16:33:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	271725261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LOCAL ECONOMY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	11 SANDY TER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	04102
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2076531960
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS S GANGEWER
ReturnHeader/ReturnTs	0	2018-10-12T17:33:36-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-03-01
ReturnHeader/TaxPeriodEndDt	0	2018-02-28
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $166,890
Liabilities: $0
Net assets: $166,890
Revenue: $130,370
Expenses: $158,363
Net income: -$27,993

	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
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