Civic Intelligence

Eagle Santa Fund Inc

990EZ • Fiscal year 2023 • EIN 04-3029131

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 01, 2024

Organization ProfileN/A
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

4.9%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$188,554

Up $8,797 (+4.9%) from 2022

Net Assets

Up

$188,554

Up $8,797 (+4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Down

$47,197

Down $5,790 (-11%) from 2022

Expenses

Up

$38,400

Up $4,748 (+14%) from 2022

Net Income

Down

$8,797

Down $10,538 (-55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2023

Assets$188,554
Liabilities$0
Net Assets$188,554
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

2023

Revenue$47,197
Expenses$38,400
Net Income$8,797
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 1, 2024
Return Version
2022v5.0
Gross Receipts
$47,197
Mission and Program Overview

Mission

Provide benefits to needy families at chistmas

Provide benefits to needy families at christmas.

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.$35,000$900
ANNUAL SCHOLARSHIP PAID TO DESERVING JOURNALISM AND/OR MUSIC STUDENT(S) IN HONOR OF DANIEL PEARL.$2,500-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERLE FERBERDirector-$0--
JUDE FORESTDirector-$0--
FREDERICK RUTBERGDirector-$0--
VINCENT MARINAROPresident-$0--
PHILIP MASSERYDirector-$0--
BETH BARBAROTTADirector-$0--
DEE LAPOINTEDirector-$0--
JULIA SULIVAN SSJDirector-$0--
CATHERINE WANDREITreasurer-$0--
ROBERTA BROSSARDDirector-$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
2024-02-01
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: $35000”

Other Expenses.1

“STATE FILING FEE $15”

Direct Public Support

“$43,745 received from individual contributors from berkshire county, ma area residents; $3,200 received from local businesses.”

Raw XML Appendix177 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/ExcessOrDeficitForYearAmt08797
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0885
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.15
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MERLE FERBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDE FOREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FREDERICK RUTBERG
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/PersonNm9ROBERTA BROSSARD
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/OtherExpensesTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE BENEFITS TO NEEDY FAMILIES AT CHRISTMAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONEY IS EXPENDED THROUGH THE PURCHASE OF GIFT CERTIFICATES AND TOYS WHICH ARE DISTRIBUTED TO FAMILIES RECOMMENDED BY ORGANIZATIONS SPECIALIZING IN LOW INCOME FAMILY ASSISTANCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL SCHOLARSHIP PAID TO DESERVING JOURNALISM AND/OR MUSIC STUDENT(S) IN HONOR OF DANIEL PEARL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038400
IRS990EZ/TotalProgramServiceExpensesAmt0900
IRS990EZ/TotalRevenueAmt047197
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0242905
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0187
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01046
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99570
IRS990ScheduleA/PublicSupportTotal170Amt0242905
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049058
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0242905
IRS990ScheduleA/TotalSupportAmt0243951
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NUMEROUS NEEDY FAMILIES | Cash Amount Given: $35000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE FILING FEE $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$43,745 RECEIVED FROM INDIVIDUAL CONTRIBUTORS FROM BERKSHIRE COUNTY, MA AREA RESIDENTS; $3,200 RECEIVED FROM LOCAL BUSINESSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2DIRECT PUBLIC SUPPORT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT MARINARO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-02-01T08:57:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VINCENT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARINARO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,554
Liabilities
$0
Net assets
$188,554
Revenue
$47,197
Expenses
$38,400
Net income
$8,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.09$2.09$0.43$0.34$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.49$0.38$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.47$0.38$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.53$0.34$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.57$0.39$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.38$0.40$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.49$0.39$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.58$0.14$0.43
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.53$0.38$0.15
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.43$0.45$0.02