Santa Pal Inc (EIN 311794923) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

4233830763

Tax Period

2024-01-01 to 2024-12-31

Santa Pal Inc, founded in 2002, is a micro nonprofit in the Youth Development sector that reported $48K in total revenue in fiscal year 2020. The organization ran a surplus of $9K, a strong 19% operating margin.

Mission

Santa Pal, Inc. serves less fortunate youth in Bristol TN/VA & eastern Sullivan County TN & provides Christmas gifts to economically disadvantaged local children to create a positive & memorable holiday.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $33,746

Program Service Revenue $0

Investment Income $0

Other Revenue $646

TOTAL REVENUE $34,392

Expense Breakdown

Grants Paid $41,617

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,617

Other Expenses $1,457

TOTAL EXPENSES $43,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,392	$31,194	+0.1%
Expenses	$43,074	$37,730	+0.1%
Net Income	$-8,682	$-6,536	+0.3%

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

N/A

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
Lavonda Lockner	President	0.00	Officer	$0	$0	$0
Bo Love	Vice-President	0.00	Officer	$0	$0	$0
Tammi Berry	Treasurer	10.00	Officer	$0	$0	$0
Jolie Scalf	Secretary	0.00	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	$34,392	$43,074	$38,812	$-8,682
2023	$31,194	$37,730	$47,494	$-6,536
2022	$46,288	$36,272	$54,030	$10,016
2021	$52,917	$35,379	$44,034	$17,538
2020	$48,089	$39,127	$26,496	$8,962

Santa Pal Inc