Civic Intelligence

Santa Foundation Inc

990EZ • Fiscal year 2020 • EIN 20-5564341

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

One Joy StFranklin, MA 02038

(508) 528-4715

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

91st percentile

58%

Higher net margin than 91% 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

86th percentile

83%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$82,462

Up $37,502 (+83%) from 2019

Net Assets

Up

$82,462

Up $37,502 (+83%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$64,272

Up $14,861 (+30%) from 2019

Expenses

Up

$26,770

Up $2,649 (+11%) from 2019

Net Income

Up

$37,502

Up $12,212 (+48%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $20,914Liabilities 2012: $02012Assets 2013: $34,797Liabilities 2013: $02013Assets 2014: $28,510Liabilities 2014: $02014Assets 2015: $24,442Liabilities 2015: $02015Assets 2016: $12,958Liabilities 2016: $02016Assets 2017: $25,335Net Assets 2017: $25,3352017Assets 2018: $19,670Net Assets 2018: $19,6702018Assets 2019: $44,960Net Assets 2019: $44,9602019Assets 2020: $82,462Net Assets 2020: $82,4622020Assets 2021: $104,142Liabilities 2021: $02021Assets 2022: $127,809Net Assets 2022: $127,8092022Assets 2023: $129,976Liabilities 2023: $02023Assets 2024: $197,352Liabilities 2024: $0Net Assets 2024: $197,3522024

Highlighted filing

2020

Assets$82,462
Liabilities-
Net Assets$82,462

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $46,436Expenses 2012: $31,653Net Income 2012: $14,7832012Revenue 2013: $69,698Expenses 2013: $55,815Net Income 2013: $13,8832013Revenue 2014: $50,028Expenses 2014: $56,315Net Income 2014: -$6,2872014Revenue 2015: $38,646Expenses 2015: $42,714Net Income 2015: -$4,0682015Revenue 2016: $33,878Expenses 2016: $45,362Net Income 2016: -$11,4842016Revenue 2017: $45,600Expenses 2017: $33,223Net Income 2017: $12,3772017Revenue 2018: $31,067Expenses 2018: $36,732Net Income 2018: -$5,6652018Revenue 2019: $49,411Expenses 2019: $24,121Net Income 2019: $25,2902019Revenue 2020: $64,272Expenses 2020: $26,770Net Income 2020: $37,5022020Revenue 2021: $55,028Expenses 2021: $33,348Net Income 2021: $21,6802021Revenue 2022: $56,019Expenses 2022: $32,352Net Income 2022: $23,6672022Revenue 2023: $46,277Expenses 2023: $44,110Net Income 2023: $2,1672023Revenue 2024: $258,678Expenses 2024: $191,302Net Income 2024: $67,3762024

Highlighted filing

2020

Revenue$64,272
Expenses$26,770
Net Income$37,502
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$67,422
Mission and Program Overview

Mission

Charitable works in the community

Program Services

DescriptionGrantsExpenses
CHRISTMAS GIFTS GIVEN TO 3,200 INDIVIDUALS. ALSO ASSISTED603 NEEDY FAMILIES WITH MORTGAGE, RENT AND UTILITY PAYMENTS.$26,716$26,716
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD TIMMONSPresident/Treasurer/DirectorPT$0--
-Clerk/Director-$0--
MARK DITTRICHDirector-$0--
CAMERON ROSSDirector-$0--
JAN PRENTICEDirectorPT$0--
RICHARD TOMAINODirector-$0--
Filing and Contact Details

Filer

Filer Name
Santa Foundation Inc
EIN
20-5564341
Phone
5085284715
Address
ONE JOY ST, FRANKLIN, MA 02038

Signing Officer

Name
Richard Timmons
Title
President
Phone
5085284715
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Richard P Tosti CPA
Address
161 WORCESTER RD SUITE 310, FRAMINGHAM, MA 01701
Preparer
Richard Tosti CPA
Phone
5088756768
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Charitable works in the community; charitable; christmas gifts given to 3200 individuals and assisted 603 needy families with mortgage, rent and utility payments.: , , , ; , 26716.

Form 990EZ, Part I, Line 16

FORM PC FEES 54.

Form 990EZ, Part II, Line 24

STORAGE SHED 7069. 7069.

Raw XML Appendix182 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/PersonNm0RICHARD TIMMONS
IRS990EZ/BooksInCareOfDetail/PhoneNum05085284715
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE JOY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037891
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075393
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060842
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037502
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044960
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082462
IRS990EZ/FundraisingGrossIncomeAmt06580
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026716
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067422
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044960
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082462
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044960
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0CINDY TIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD TIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK DITTRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAMERON ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAN PRENTICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD TOMAINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CLERK/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07069
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07069
IRS990EZ/OtherExpensesTotalAmt054
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE WORKS IN THE COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHRISTMAS GIFTS GIVEN TO 3,200 INDIVIDUALS. ALSO ASSISTED603 NEEDY FAMILIES WITH MORTGAGE, RENT AND UTILITY PAYMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026716
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026716
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03150
IRS990EZ/SpecialEventsNetIncomeLossAmt03430
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026770
IRS990EZ/TotalProgramServiceExpensesAmt026716
IRS990EZ/TotalRevenueAmt064272
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thesantafoundation.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: GOLF TOURNAMENT 2016: 146. 2017: 5920. 2018: 7816. 2019: 15126. 2020: 0. Description: CALENDAR SALES 2016: 5881. 2017: 3545. 2018: 4239. 2019: 3685. 2020: 3430.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0174440
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03430
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt018811
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012055
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09465
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06027
IRS990ScheduleA/OtherIncome170Grp/TotalAmt049788
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77800
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.73300
IRS990ScheduleA/PublicSupportTotal170Amt0174440
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0174440
IRS990ScheduleA/TotalSupportAmt0224228
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE WORKS IN THE COMMUNITY; CHARITABLE; CHRISTMAS GIFTS GIVEN TO 3200 INDIVIDUALS AND ASSISTED 603 NEEDY FAMILIES WITH MORTGAGE, RENT AND UTILITY PAYMENTS.: , , , ; , 26716.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM PC FEES 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE SHED 7069. 7069.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05085284715
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0205564341
ReturnHeader/Filer/PhoneNum05085284715
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE JOY ST
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD P TOSTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0161 WORCESTER RD SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRAMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001701
ReturnHeader/PreparerPersonGrp/PhoneNum05088756768
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD TOSTI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-14T14:38:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TIMMONS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$2.59$1.91$0.67
2023Summary only. Only limited summary data is available for this year.$1.30$0.00$0.46$0.44$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$1.28$0.56$0.32$0.24
2021Summary only. Only limited summary data is available for this year.$1.04$0.00$0.55$0.33$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.64$0.27$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.49$0.24$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.20$0.31$0.37$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.25$0.46$0.33$0.12
2016Summary only. Only limited summary data is available for this year.$0.13$0.00$0.34$0.45$0.11
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.39$0.43$0.04
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.50$0.56$0.06
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.70$0.56$0.14
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$0.46$0.32$0.15