Santa's Wish List Inc (EIN 461030806) - 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

2012

Legal Domicile

Principal Officer

Erich J Speckin

Phone

9547636134

Tax Period

2023-01-01 to 2023-12-31

Santa's Wish List Inc, founded in 2012, is a micro nonprofit in the Human Services sector that reported $45K in total revenue in fiscal year 2023. Revenue fell 103% from the prior year — a significant decline worth monitoring.

Mission

To provide gifts to disadvantage children in the States of Florida and Michigan, to provide outdoor recreation and hunting adventures for veterans and their familes, and to provide affordable housing for veterans.

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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 $76,683

Program Service Revenue $0

Investment Income $0

Other Revenue $-121,412

TOTAL REVENUE $-44,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,847

Other Expenses $107,110

TOTAL EXPENSES $107,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-44,729	$1,468,716	-1.0%
Expenses	$107,110	$69,852	+0.5%
Net Income	$-151,839	$1,398,864	-1.1%

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

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
Erich J Speckin	President	8.00	Officer Director	$0	$0	$0
Tracy N Speckin	Vice President	8.00	Officer 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
2024	No data	No data	No data	No data
2023	$-44,729	$107,110	$4,813,112	$-151,839
2022	$1,468,716	$69,852	$3,659,071	$1,398,864
2021	$2,268,403	$11,307	$2,260,207	$2,257,096

Santa's Wish List Inc