Civic Intelligence

Santa Claus Fund

990 • Fiscal year 2017 • EIN 74-2244039

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

PO Box 314Jackson, WY 83001-0314

(307) 733-7290

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-4.6%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$565,933

Up $49,610 (+9.6%) from 2016

Net Assets

Up

$565,933

Up $49,610 (+9.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$89,827

Down $4,344 (-4.6%) from 2016

Expenses

Down

$40,218

Down $26,185 (-39%) from 2016

Net Income

Up

$49,609

Up $21,841 (+79%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $388,589Liabilities 2010: $0Net Assets 2010: $388,5892010Assets 2011: $390,738Liabilities 2011: $0Net Assets 2011: $390,7382011Assets 2012: $417,797Liabilities 2012: $0Net Assets 2012: $417,7972012Assets 2013: $445,429Liabilities 2013: $0Net Assets 2013: $445,4292013Assets 2014: $458,996Liabilities 2014: $0Net Assets 2014: $458,9962014Assets 2015: $488,555Liabilities 2015: $0Net Assets 2015: $488,5552015Assets 2016: $516,323Liabilities 2016: $0Net Assets 2016: $516,3232016Assets 2017: $565,933Liabilities 2017: $0Net Assets 2017: $565,9332017Assets 2018: $617,922Liabilities 2018: $0Net Assets 2018: $617,9222018Assets 2019: $632,662Liabilities 2019: $0Net Assets 2019: $632,6622019Assets 2020: $676,613Liabilities 2020: $0Net Assets 2020: $676,6132020Assets 2021: $719,564Liabilities 2021: $0Net Assets 2021: $719,5642021Assets 2022: $758,649Liabilities 2022: $0Net Assets 2022: $758,6492022Assets 2023: $749,578Liabilities 2023: $0Net Assets 2023: $749,5782023

Highlighted filing

2017

Assets$565,933
Liabilities$0
Net Assets$565,933

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $16,2372010Revenue 2011: $55,130Expenses 2011: $46,073Net Income 2011: $9,0572011Revenue 2012: $68,185Expenses 2012: $41,125Net Income 2012: $27,0602012Revenue 2013: $81,702Expenses 2013: $54,070Net Income 2013: $27,6322013Revenue 2014: $95,051Expenses 2014: $81,484Net Income 2014: $13,5672014Revenue 2015: $88,471Expenses 2015: $58,912Net Income 2015: $29,5592015Revenue 2016: $94,171Expenses 2016: $66,403Net Income 2016: $27,7682016Revenue 2017: $89,827Expenses 2017: $40,218Net Income 2017: $49,6092017Revenue 2018: $104,829Expenses 2018: $52,840Net Income 2018: $51,9892018Revenue 2019: $84,030Expenses 2019: $69,290Net Income 2019: $14,7402019Revenue 2020: $90,935Expenses 2020: $46,984Net Income 2020: $43,9512020Revenue 2021: $167,917Expenses 2021: $124,966Net Income 2021: $42,9512021Revenue 2022: $109,156Expenses 2022: $70,071Net Income 2022: $39,0852022Revenue 2023: $89,011Expenses 2023: $98,082Net Income 2023: -$9,0712023

Highlighted filing

2017

Revenue$89,827
Expenses$40,218
Net Income$49,609
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Gross Receipts
$89,827
Mission and Program Overview

Mission

To provide holiday gifts (new toys and clothes) for teton county, wyoming children whose economic and family situations qualify.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$516,323$565,933▲ $49,610
Investments in Publicly Traded Securities$251,339$323,639▲ $72,300
Savings and Temporary Cash Investments$259,993$214,934▼ $45,059
Cash and Non-Interest-Bearing Accounts$4,991$27,360▲ $22,369
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$516,323$565,933▲ $49,610
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$516,323$565,933▲ $49,610
Total Liabilities and Net Assets / Fund Balance$516,323$565,933▲ $49,610
Compensation and Service Providers

Board Members and Trustees

NameTitle
Imagene SpencePresident
Kathleen RoeVice-president
Amy BrooksBoard Member
Elizabeth LockhartBoard Member
Leanne MooreBoard Member
Magdalen ShaleBoard Member
Mike ConlinBoard Member
Patty KrauseBoard Member
Paula FleckBoard Member
Trish WilliamsBoard Member
Diana EdenSecretary
Marty BokumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,533
Program Service Revenue
$0
Investment Income
$23,294
Other Revenue
$0
All Other Contributions
$66,533
Change in Net Assets
$49,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$37,599--$37,599
Fees for Services Accounting-$1,599-$1,599
Office Expenses-$1,020-$1,020
Total Functional Expenses$37,599$2,619$0$40,218
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A director reviews the form 990 and signs it prior to mailing.

Form 990, Part VI, Section B, Line 12C

In the event of an actual or apparant conflict of interest we as a board resolve to handle the matter(s) honestly and ethically. The board will, on an annual basis or as needed, report any potential conflicts of interest (e.g. Having more than a nominal individual or family interest in any store or vendor that would be supported by our annual purchasing). If there are any actual or perceived conflicts of interest the board will investigate and determine if our organization has any dealings that have been influenced, or appear to be influenced, by personal or family interest and resolve this (those) issues immediately.

Form 990, Part VI, Section C, Line 19

Santa claus fund makes it's governing documents, conflict of interest policy, and financial statements available to the public upon request. Interested parties may contact marty anderson by phone at (307) 733 7290 or in writing at po box 173 wilson, wyoming 83014.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Imagene spence - po box 548, jackson, wy 83001. Diana eden - po box 573, jackson, wy 83001. Kathleen roe - 6230 s squaw creek, jackson, wy 83001. Marty bokum - po box 173, wilson, wy 83014. Magdalen shale - po box 142, teton village, wy 83025. Elizabeth lockhart - po box 3157, jackson, wy 83001. Paula fleck - 3300 s cow camp dr, jackson, wy 83001. Leanne moore - po box 2075, jackson, wy 83001. Amy brooks - po box 872, jackson, wy 83001. Patty krause - po box 561, wilson, wy 83014. Mike conlin - 1355 fish hatchery road, jackson, wy 83001. Trish williams - po box 1968, wilson, wy 83014.

Filing and Contact Details

Filer

Filer Name
Santa Claus Fund
EIN
74-2244039
Phone
3077337290
Address
PO BOX 314, JACKSON, WY 83001-0314

Signing Officer

Name
Marty Bokum
Title
Secretary/treasurer
Phone
3077335596
Signed
2018-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Bokum
Formed
1982
Legal Domicile
Wy
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
140

Preparer

Firm
Thompson Palmer & Associates Pc
Address
PO BOX 4158, JACKSON, WY 83001-4158
Preparer
Richard Palmer
Phone
3077335160
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING 1.

Raw XML Appendix364 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060359
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0300836
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DIRECTOR REVIEWS THE FORM 990 AND SIGNS IT PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN THE EVENT OF AN ACTUAL OR APPARANT CONFLICT OF INTEREST WE AS A BOARD RESOLVE TO HANDLE THE MATTER(S) HONESTLY AND ETHICALLY. THE BOARD WILL, ON AN ANNUAL BASIS OR AS NEEDED, REPORT ANY POTENTIAL CONFLICTS OF INTEREST (E.G. HAVING MORE THAN A NOMINAL INDIVIDUAL OR FAMILY INTEREST IN ANY STORE OR VENDOR THAT WOULD BE SUPPORTED BY OUR ANNUAL PURCHASING). IF THERE ARE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST THE BOARD WILL INVESTIGATE AND DETERMINE IF OUR ORGANIZATION HAS ANY DEALINGS THAT HAVE BEEN INFLUENCED, OR APPEAR TO BE INFLUENCED, BY PERSONAL OR FAMILY INTEREST AND RESOLVE THIS (THOSE) ISSUES IMMEDIATELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SANTA CLAUS FUND MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INTERESTED PARTIES MAY CONTACT MARTY ANDERSON BY PHONE AT (307) 733 7290 OR IN WRITING AT PO BOX 173 WILSON, WYOMING 83014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IMAGENE SPENCE - PO BOX 548, JACKSON, WY 83001. DIANA EDEN - PO BOX 573, JACKSON, WY 83001. KATHLEEN ROE - 6230 S SQUAW CREEK, JACKSON, WY 83001. MARTY BOKUM - PO BOX 173, WILSON, WY 83014. MAGDALEN SHALE - PO BOX 142, TETON VILLAGE, WY 83025. ELIZABETH LOCKHART - PO BOX 3157, JACKSON, WY 83001. PAULA FLECK - 3300 S COW CAMP DR, JACKSON, WY 83001. LEANNE MOORE - PO BOX 2075, JACKSON, WY 83001. AMY BROOKS - PO BOX 872, JACKSON, WY 83001. PATTY KRAUSE - PO BOX 561, WILSON, WY 83014. MIKE CONLIN - 1355 FISH HATCHERY ROAD, JACKSON, WY 83001. TRISH WILLIAMS - PO BOX 1968, WILSON, WY 83014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03077335596
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CLAUS FUND
ReturnHeader/Filer/BusinessNameControlTxt0SANT
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.183.166.206
ReturnHeader/FilingSecurityInformation/IPDt02018-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:48:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830246322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON PALMER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 4158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0830014158
ReturnHeader/PreparerPersonGrp/PhoneNum03077335160
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PALMER
ReturnHeader/ReturnTs02018-05-03T16:08:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.50$0.00$7.50$0.89$0.98$0.09
2022Summary only. Only limited summary data is available for this year.$7.59$0.00$7.59$1.09$0.70$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$1.68$1.25$0.43
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.00$6.77$0.91$0.47$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.33$0.00$6.33$0.84$0.69$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.00$6.18$1.05$0.53$0.52
2017Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.90$0.40$0.50
2016Summary only. Only limited summary data is available for this year.$5.16$0.00$5.16$0.94$0.66$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.88$0.59$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.95$0.81$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.82$0.54$0.28
2012Summary only. Only limited summary data is available for this year.$4.18$0.00$4.18$0.68$0.41$0.27
2011Summary only. Only limited summary data is available for this year.$3.91$0.00$3.91$0.55$0.46$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$0.16