HARPSWELL SANTA FUND INC (EIN 364783916) - 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

2013

Legal Domicile

Principal Officer

MARK ROESLER

Phone

2075228545

Tax Period

2025-01-01 to 2025-12-31

HARPSWELL SANTA FUND INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $228K in total revenue in fiscal year 2025. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 51% operating margin.

Mission

THE HARPSWELL SANTA FUND, INC. WORKS WITH THE HARPSWELL ANCHOR, THE LOCAL SCHOOLS AND PLACES OF WORSHIP TO IDENTIFY THOSE, YOUNG AND OLD, WHO MAY BE IN TIMES OF TROUBLE. THE HARPSWELL SANTA FUND, INC. ARRANGES FOR THE DISTRIBUTION OF CLOTHING, TOYS AND HOME HEATING FUEL THROUGH THE EFFORTS OF THESE VOLUNTEERS WHO WORK WITH SANTA AND THE OTHER ELVES TO PROVIDE CLOTHES TO THE CHILDREN, TO DELIVER THE RIGHT TOYS TO THE RIGHT AGE GROUPS, TO PROVIDE HEATING FUEL TO THOSE OF ANY AGE WHO QUALIFY FOR THE ASSISTANCE, AND TO PROVIDE FOOD FOR THOSE WHO MAY OTHERWISE GO HUNGRY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $228,037

Program Service Revenue $0

Investment Income $137

Other Revenue $0

TOTAL REVENUE $228,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,271

Other Expenses $111,134

TOTAL EXPENSES $111,134

Year-over-Year Comparison

	2025	2024	Change
Revenue	$228,174	$147,619	+0.5%
Expenses	$111,134	$84,250	+0.3%
Net Income	$117,040	$63,369	+0.8%

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

N/A

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
LINDA ROESLER	TREASURER	N/A	Officer	$0	$0	$0
MARK ROESLER	PRESIDENT	N/A	Officer	$0	$0	$0
ANNE WILKES	SECRETARY	N/A	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	$228,174	$111,134	$255,078	$117,040

HARPSWELL SANTA FUND INC