Civic Intelligence

Santa Claus Fund

990 • Fiscal year 2018 • EIN 74-2244039

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

67th percentile

9.2%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$617,922

Up $51,989 (+9.2%) from 2017

Net Assets

Up

$617,922

Up $51,989 (+9.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$104,829

Up $15,002 (+17%) from 2017

Expenses

Up

$52,840

Up $12,622 (+31%) from 2017

Net Income

Up

$51,989

Up $2,380 (+4.8%) from 2017

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

2018

Assets$617,922
Liabilities$0
Net Assets$617,922

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

2018

Revenue$104,829
Expenses$52,840
Net Income$51,989
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$104,829
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$565,933$617,922▲ $51,989
Investments in Publicly Traded Securities$323,639$551,148▲ $227,509
Savings and Temporary Cash Investments$214,934$46,197▼ $168,737
Cash and Non-Interest-Bearing Accounts$27,360$20,577▼ $6,783
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$565,933$617,922▲ $51,989
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$565,933$617,922▲ $51,989
Total Liabilities and Net Assets / Fund Balance$565,933$617,922▲ $51,989
Compensation and Service Providers

Board Members and Trustees

NameTitle
Imaging SpencePresident
Kathleen RoeVice-president
Amy BrooksBoard Member
Elizabeth LockhartBoard Member
Magdalen ShaleBoard Member
Mike ConlinBoard Member
Patty KrauseBoard Member
Payson SwordBoard Member
Tory SandersBoard Member
Trish WilliamsBoard Member
Diana EdenSecretary
Marty BokumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,858
Program Service Revenue
$0
Investment Income
$52,971
Other Revenue
$0
All Other Contributions
$51,858
Change in Net Assets
$51,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,840
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$49,883--$49,883
Office Expenses-$1,535-$1,535
Fees for Services Accounting-$1,422-$1,422
Total Functional Expenses$49,883$2,957$0$52,840
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

Imaging 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. Payson sword - po box 2170, jackson, wy 83001. Tory sanders - po box 484, 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
Amy Brooks
Title
Director
Phone
3077394500
Signed
2019-05-10
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
Raw XML Appendix363 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/ScheduleORequiredInd01
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/ExplanationTxt3IMAGING 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. PAYSON SWORD - PO BOX 2170, JACKSON, WY 83001. TORY SANDERS - PO BOX 484, 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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0565933
IRS990/TotalAssetsEOYAmt0617922
IRS990/TotalAssetsGrp/BOYAmt0565933
IRS990/TotalAssetsGrp/EOYAmt0617922
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt051858
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02957
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049883
IRS990/TotalFunctionalExpensesGrp/TotalAmt052840
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0565933
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0617922
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt049883
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052971
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104829
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0140
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0565933
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0617922
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 173
IRS990/USAddress/CityNm0WILSON
IRS990/USAddress/StateAbbreviationCd0WY
IRS990/USAddress/ZIPCd083014
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY BROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03077394500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA CLAUS FUND
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0742244039
ReturnHeader/Filer/PhoneNum03077337290
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 314
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd0830010314
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07683D70A5F0B10E9329E6DC4A0EACC8DB762887E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B50EE216604D6291704CAADDE542D090FD689B22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.183.166.206
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:31:45
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/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PALMER
ReturnHeader/ReturnTs02019-05-23T11:36:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.05$0.53$0.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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