Valatie Santa Claus Club (EIN 203213485) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Frank Bevins

Phone

5189658391

Tax Period

2023-01-01 to 2023-12-31

Valatie Santa Claus Club, founded in 2010, is a micro nonprofit in the Human Services sector that reported $19K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $30K exceeded revenue, resulting in a 60% operating deficit.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,173

Program Service Revenue $0

Investment Income $10,393

Other Revenue $0

TOTAL REVENUE $18,566

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,017

Other Expenses $25,207

TOTAL EXPENSES $29,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,566	$36,311	-0.5%
Expenses	$29,707	$34,024	-0.1%
Net Income	$-11,141	$2,287	-5.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John VanBuren	President	10.00	Officer	$0	$0	$0
Robert Kelly	Vice President	10.00	Officer	$0	$0	$0
Frank Bevens	Treasurer	10.00	Officer	$0	$0	$0
Neeley Jennings	Secretary	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$18,566	$29,707	$486,586	$-11,141
2022	$36,311	$34,024	$459,962	$2,287
2021	$51,128	$34,842	$540,952	$16,286
2020	$14,069	$8,123	$554,023	$5,946
2019	$32,763	$31,582	$505,172	$1,181
2018	$24,863	$26,997	$488,776	$-2,134

Valatie Santa Claus Club