Civic Intelligence

Bruce Roberts Santa Claus

990EZ • Fiscal year 2019 • EIN 01-0361298

Mar 01, 2018 to Feb 28, 2019 • Filed on May 24, 2019

Organization ProfileBRUCEROBERTSTOYFUND.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.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$39,548

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 35.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$96,644

Down $70,246 (-42%) from 2018

Net Assets

Down

$96,644

Down $70,246 (-42%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$110,334

Down $20,036 (-15%) from 2018

Expenses

Up

$180,581

Up $22,218 (+14%) from 2018

Net Income

Down

-$70,247

Down $42,254 (-151%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2019

Assets$96,644
Liabilities$0
Net Assets$96,644
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

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

2019

Revenue$110,334
Expenses$180,581
Net Income-$70,247
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
May 24, 2019
Return Version
2018v3.1
Gross Receipts
$110,334
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 112,991 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.$112,991$162,729
NEW TOYS, VALUED AT 112,991 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN MEADEDirectorFT$39,548-$39,548
CHRISTINE SOBIECHMember-$0--
JAMES BELANGERTreasurer-$0--
LISA DESISTOPresident-$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
2019-05-24

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

“Name: toys noncash contribution: 112,991”

Form 990-ez, Part I, Line 16

“Expenses bank charges 751 online payment fees 2,220 postage 284 casual labor 9,578 consulting 220 supplies 1,245 other 3,538 worker's comp 2,226 liability 2,573 total 22,635”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 26,805 0 total 26,805 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 112,991 were distibuted to underpriviledged children in the portland maine area during the holidays.”

Raw XML Appendix144 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/AddressLine1Txt011 SANDY TER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd004102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096644
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110266
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-70247
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01648
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0166891
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096644
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0112991
IRS990EZ/GrossReceiptsAmt0110334
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt068
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0166891
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096644
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0166891
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096644
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt139548
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE SOBIECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN MEADE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES BELANGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA DESISTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026805
IRS990EZ/OtherExpensesTotalAmt022635
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 112,991 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NEW TOYS, VALUED AT 112,991 WERE DISTIBUTED TO UNDERPRIVILEDGED CHILDREN IN THE PORTLAND MAINE AREA DURING THE HOLIDAYS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0112991
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0162729
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043307
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0180581
IRS990EZ/TotalProgramServiceExpensesAmt0162729
IRS990EZ/TotalRevenueAmt0110334
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0BRUCEROBERTSTOYFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0130292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0159998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0119524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0645555
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0146
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0645555
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0130292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0159998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0125475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0119524
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0645555
IRS990ScheduleA/TotalSupportAmt0645674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: TOYS NONCASH CONTRIBUTION: 112,991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 751 ONLINE PAYMENT FEES 2,220 POSTAGE 284 CASUAL LABOR 9,578 CONSULTING 220 SUPPLIES 1,245 OTHER 3,538 WORKER'S COMP 2,226 LIABILITY 2,573 TOTAL 22,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 26,805 0 TOTAL 26,805 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THIS ORGANIZATION IS TO DISTRIBUTE TOYS TO UNDERPRIVILEGED CHILDREN IN SOUTHERN MAINE DURING HOLIDAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEW TOYS, VALUED AT 112,991 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BELANGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02077916837
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D14515F2C9131908D69BFB4EADC9AFB1FF5F8D0E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04069FC157CB9B80FE8968E93C3C6556E49D6D9C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:27:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271725261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOCAL ECONOMY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 SANDY TER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004102
ReturnHeader/PreparerPersonGrp/PhoneNum02076531960
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS S GANGEWER
ReturnHeader/ReturnTs02019-05-24T14:27:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,644
Liabilities
$0
Net assets
$96,644
Revenue
$110,334
Expenses
$180,581
Net income
-$70,247
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
2019Detailed filing. Detailed filing data is available for this year.$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