CHRISTMAS SPIRIT FOUNDATION (EIN 203361126) - 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

2005

Legal Domicile

Principal Officer

JIM ANDREWS

Phone

3032299198

Tax Period

2023-07-01 to 2024-06-30

CHRISTMAS SPIRIT FOUNDATION, founded in 2005, is a small nonprofit in the Human Services sector that reported $748K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES ARE TO KEEP THE SPIRIT OF CHRISTMAS ALIVE AND GROWING MEMORIES FOR THE NEXT GENERATION OF CHILDREN AND FAMILIES. THE FOUNDATION FOCUSES ON PROGRAMS FOR CHILDREN, FAMILIES, AND THE ENVIRONMENT THAT ARE DESIGNED TO ENHANCE THE CHRISTMAS SPIRIT.

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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 $732,657

Program Service Revenue $0

Investment Income $15,058

Other Revenue $0

TOTAL REVENUE $747,715

Expense Breakdown

Grants Paid $552,568

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $596,918

Other Expenses $184,401

TOTAL EXPENSES $736,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$747,715	$511,680	+0.5%
Expenses	$736,969	$513,814	+0.4%
Net Income	$10,746	$-2,134	-6.0%

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
WENDY RICHARDSON	CHAIR	2.00	Officer Director	$0	$0	$0
HARRY PECKHAM	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
GREGG LEVANTE	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DICK DARLING	DIRECTOR	2.00	Director	$0	$0	$0
CAROL FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
PAM HELMSING	DIRECTOR	2.00	Director	$0	$0	$0
KAY KARGUL	DIRECTOR	2.00	Director	$0	$0	$0
NIGEL MANLEY	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN MANNHARD	DIRECTOR	2.00	Director	$0	$0	$0
MARK MCCURDY	DIRECTOR	2.00	Director	$0	$0	$0
PAUL SCHROEDER	DIRECTOR	2.00	Director	$0	$0	$0
JAN WENTZ	DIRECTOR	2.00	Director	$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	$747,715	$736,969	$474,520	$10,746
2023	$511,680	$513,814	$456,692	$-2,134
2022	$393,789	$357,106	$458,380	$36,683
2021	$645,929	$576,082	$421,177	$69,847
2019	$2,021,553	$1,937,032	$398,120	$84,521
2018	$1,430,447	$1,426,608	$313,599	$3,839

CHRISTMAS SPIRIT FOUNDATION