Civic Intelligence

Valatie Santa Claus Club

EIN 20-3213485 • 501(c)3 • Valatie, NY

Profile

To assure that all children

PO Box 602Valatie, NY 12184

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.00x

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

NTEE P20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.00x

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

NTEE P20 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

8.0%

Higher net margin than 53% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE P20 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

54%

Faster revenue growth than 78% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$492,882

Up $6,296 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$492,882

Up $6,296 (+1.3%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin53rd percentile

Revenue

Up

$28,530

Up $9,964 (+54%) from 2023

Expenses

Down

$26,242

Down $3,465 (-12%) from 2023

Net Income

Up

$2,288

Up $13,429 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2013: $477,061Liabilities 2013: $0Net Assets 2013: $477,0612013Assets 2014: $479,559Liabilities 2014: $0Net Assets 2014: $479,5592014Assets 2015: $456,609Liabilities 2015: $0Net Assets 2015: $456,6092015Assets 2016: $448,437Liabilities 2016: $0Net Assets 2016: $448,4372016Assets 2017: $490,910Liabilities 2017: $0Net Assets 2017: $490,9102017Assets 2018: $488,776Liabilities 2018: $0Net Assets 2018: $488,7762018Assets 2019: $505,172Liabilities 2019: $0Net Assets 2019: $505,1722019Assets 2020: $554,023Liabilities 2020: $0Net Assets 2020: $554,0232020Assets 2021: $540,952Liabilities 2021: $0Net Assets 2021: $540,9522021Assets 2022: $459,962Liabilities 2022: $0Net Assets 2022: $459,9622022Assets 2023: $486,586Liabilities 2023: $0Net Assets 2023: $486,5862023Assets 2024: $492,882Liabilities 2024: $0Net Assets 2024: $492,8822024

Highlighted filing

2024

Assets$492,882
Liabilities$0
Net Assets$492,882
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2013: $33,819Expenses 2013: $30,625Net Income 2013: $3,1942013Revenue 2014: $40,194Expenses 2014: $24,474Net Income 2014: $15,7202014Revenue 2015: $10,202Expenses 2015: $33,152Net Income 2015: -$22,9502015Revenue 2016: $12,412Expenses 2016: $16,010Net Income 2016: -$3,5982016Revenue 2017: $16,637Expenses 2017: $37,574Net Income 2017: -$20,9372017Revenue 2018: $24,863Expenses 2018: $26,997Net Income 2018: -$2,1342018Revenue 2019: $32,763Expenses 2019: $31,582Net Income 2019: $1,1812019Revenue 2020: $14,069Expenses 2020: $8,123Net Income 2020: $5,9462020Revenue 2021: $51,128Expenses 2021: $34,842Net Income 2021: $16,2862021Revenue 2022: $36,311Expenses 2022: $34,024Net Income 2022: $2,2872022Revenue 2023: $18,566Expenses 2023: $29,707Net Income 2023: -$11,1412023Revenue 2024: $28,530Expenses 2024: $26,242Net Income 2024: $2,2882024

Highlighted filing

2024

Revenue$28,530
Expenses$26,242
Net Income$2,288
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$492,882
Liabilities
$0
Net assets
$492,882
Revenue
$28,530
Expenses
$26,242
Net income
$2,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.00$4.93$0.29$0.26$0.02
2023Summary only. Only limited summary data is available for this year.$4.87$0.00$4.87$0.19$0.30$0.11
2022Summary only. Only limited summary data is available for this year.$4.60$0.00$4.60$0.36$0.34$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$0.00$5.41$0.51$0.35$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.14$0.08$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.33$0.32$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.00$4.89$0.25$0.27$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.00$4.91$0.17$0.38$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.12$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.10$0.33$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.40$0.24$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.34$0.31$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$28,530
Mission and Program Overview

Mission

To assure that all children

To assure that all children in the village of Valatie NY area, 10 years old and younger will get a personal visit from Santa Claus on Christmas Eve. This has been a tradition since 1946. The club members raise money through

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$486,586$492,882▲ $6,296
Investments Program Related$441,147$446,949▲ $5,802
Savings and Temporary Cash Investments$45,439$45,933▲ $494
Investments Other Securities$0$0→ $0
Total Assets$486,586$492,882▲ $6,296
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$486,586$492,882▲ $6,296
Total Liabilities and Net Assets / Fund Balance$486,586$492,882▲ $6,296

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$95,421--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Robert KellyPresident
Dan FrascaVice President
Neeley JenningsSecretary
Frank BevensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,435
Program Service Revenue
$0
Investment Income
$18,095
Other Revenue
$0
All Other Contributions
$10,243
Change in Net Assets
$2,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,153
Grants and Similar Amounts Paid$9,089
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$9,089--$9,089
Occupancy$0$3,773$0$3,773
Other Expenses$941$0$0$941
Office Expenses$0$435$0$435
Fees for Services Accounting$0$289$0$289
Total Functional Expenses$21,745$4,497$0$26,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Valatie Santa Claus Club
EIN
20-3213485
Phone
5189658391
Address
PO Box 602, Valatie, NY 12184

Signing Officer

Name
Frank Bevins
Title
Treasurer
Phone
5189658391
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Bevins
Formed
2010
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
10

Preparer

Firm
The Balance Sheet Inc
Address
1100 Route 295 / PO Box 148, East Chatham, NY 12060
Preparer
Alan Besterman
Phone
5183924164
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Meeting to review & discuss”

Pt VI, Line 12C

“Meeting to review & discuss”

Pt VI, Line 18

“Upon request”

Pt VI, Line 19

“Upon request”

Pt VII, Col (E)

“No reportable income”

Pt VII, Col (F)

“No reportable income”

Pt VI, Line 15A

“Board oversight”

Pt VI, Line 15B

“Board oversight”

Raw XML Appendix334 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt028530
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No reportable income
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VII, Col (E)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VII, Col (F)
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04497
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021745
IRS990/TotalFunctionalExpensesGrp/TotalAmt026242
IRS990/TotalGrossUBIAmt018095
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0486586
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0492882
IRS990/TotalProgramServiceExpensesAmt021745
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028530
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt018095
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0486586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0492882
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014 Hudson St
IRS990/USAddress/CityNm0Kinderhook
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012106
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank Bevins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05189658391
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valatie Santa Claus Club
ReturnHeader/Filer/BusinessNameControlTxt0VALA
ReturnHeader/Filer/EIN0203213485
ReturnHeader/Filer/PhoneNum05189658391
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 602
ReturnHeader/Filer/USAddress/CityNm0Valatie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012184
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043608007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Balance Sheet Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 Route 295 / PO Box 148
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Chatham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012060
ReturnHeader/PreparerPersonGrp/PhoneNum05183924164
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Besterman
ReturnHeader/ReturnTs02025-05-12T10:36:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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