Civic Intelligence

Eagle Santa Fund Inc

990EZ • Fiscal year 2020 • EIN 04-3029131

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 18, 2020

75 South Church StreetPittsfield, MA 01201

(413) 496-6305

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-5.6%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-23%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$143,062

Down $2,120 (-1.5%) from 2019

Net Assets

Down

$143,062

Down $2,120 (-1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$37,775

Down $11,470 (-23%) from 2019

Expenses

Up

$39,895

Up $901 (+2.3%) from 2019

Net Income

Down

-$2,120

Down $12,371 (-121%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $67,652Liabilities 2011: $02011Assets 2017: $91,443Liabilities 2017: $0Net Assets 2017: $91,4432017Assets 2018: $134,931Liabilities 2018: $0Net Assets 2018: $134,9312018Assets 2019: $145,182Liabilities 2019: $0Net Assets 2019: $145,1822019Assets 2020: $143,062Liabilities 2020: $0Net Assets 2020: $143,0622020Assets 2021: $160,422Liabilities 2021: $0Net Assets 2021: $160,4222021Assets 2022: $179,757Liabilities 2022: $0Net Assets 2022: $179,7572022Assets 2023: $188,554Liabilities 2023: $0Net Assets 2023: $188,5542023Assets 2024: $199,588Liabilities 2024: $0Net Assets 2024: $199,5882024Assets 2025: $209,147Net Assets 2025: $209,1472025

Highlighted filing

2020

Assets$143,062
Liabilities$0
Net Assets$143,062

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $43,093Expenses 2011: $45,442Net Income 2011: -$2,3492011Revenue 2017: $52,620Expenses 2017: $37,550Net Income 2017: $15,0702017Revenue 2018: $57,728Expenses 2018: $14,240Net Income 2018: $43,4882018Revenue 2019: $49,245Expenses 2019: $38,994Net Income 2019: $10,2512019Revenue 2020: $37,775Expenses 2020: $39,895Net Income 2020: -$2,1202020Revenue 2021: $56,747Expenses 2021: $39,387Net Income 2021: $17,3602021Revenue 2022: $52,987Expenses 2022: $33,652Net Income 2022: $19,3352022Revenue 2023: $47,197Expenses 2023: $38,400Net Income 2023: $8,7972023Revenue 2024: $49,156Expenses 2024: $38,123Net Income 2024: $11,0332024Revenue 2025: $43,473Expenses 2025: $33,914Net Income 2025: $9,5592025

Highlighted filing

2020

Revenue$37,775
Expenses$39,895
Net Income-$2,120
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 18, 2020
Return Version
2019v5.0
Gross Receipts
$37,775
Mission and Program Overview

Mission

Provide benefits to needy families at chistmas

Program Services

DescriptionGrantsExpenses
MONEY IS EXPENDED THROUGH THE PURCHASE OF GIFT CERTIFICATES AND TOYS WHICH ARE DISTRIBUTED TO FAMILIES RECOMMENDED BY ORGANIZATIONS SPECIALIZING IN LOW INCOME FAMILY ASSISTANCE.$36,515-
ANNUAL SCHOLARSHIP PAID TO DESERVING JOURNALISM AND/OR MUSIC STUDENT(S) IN HONOR OF DANIEL PEARL.$2,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLE FERBERDirector-$0--
JUDE FORESTDirector-$0--
MARYANN HANDEREKDirector-$0--
VINCENT MARINAROPresident-$0--
PHILIP MASSERYDirector-$0--
BETH BARBAROTTADirector-$0--
DEE LAPOINTEDirector-$0--
JULIA SULIVAN SSJDirector-$0--
CATHERINE WANDREITreasurer-$0--
NANCY MCLEANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Eagle Santa Fund Inc
EIN
04-3029131
Phone
4134966305
Address
75 SOUTH CHURCH STREET, PITTSFIELD, MA 01201

Signing Officer

Name
Vincent Marinaro
Title
President
Signed
2020-11-18
Discuss with paid preparer
Yes

Preparer

Firm
David L Orenstein CPA
Address
150 Pittsfield Rd, Lenox, MA 01240
Preparer
David L Orenstein
Phone
4134471900
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: NUMEROUS NEEDY FAMILIES | Cash Amount Given: $36515

Other Expenses.1

EVENT SUPPLIES $500

Direct Public Support

$36,591 received as individual contributions from berkshire county, ma area residents; $1,000 received from local foundation.

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERLE FERBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDE FOREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARYANN HANDEREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VINCENT MARINARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHILIP MASSERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH BARBAROTTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DEE LAPOINTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIA SULIVAN SSJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CATHERINE WANDREI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANCY MCLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO NEEDY FAMILIES AT CHISTMAS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL SCHOLARSHIP PAID TO DESERVING JOURNALISM AND/OR MUSIC STUDENT(S) IN HONOR OF DANIEL PEARL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049058
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt099
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0751
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99690
IRS990ScheduleA/PublicSupportPY170Pct00.99730
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049058
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IRS990ScheduleA/TotalSupportAmt0239499
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NUMEROUS NEEDY FAMILIES | Cash Amount Given: $36515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENT SUPPLIES $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$36,591 RECEIVED AS INDIVIDUAL CONTRIBUTIONS FROM BERKSHIRE COUNTY, MA AREA RESIDENTS; $1,000 RECEIVED FROM LOCAL FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2DIRECT PUBLIC SUPPORT
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT MARINARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAGLE SANTA FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0043029131
ReturnHeader/Filer/PhoneNum04134966305
ReturnHeader/Filer/USAddress/AddressLine1Txt075 SOUTH CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0PITTSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203056589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID L ORENSTEIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Pittsfield Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lenox
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001240
ReturnHeader/PreparerPersonGrp/PhoneNum04134471900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Orenstein
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-18T14:43:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings