SANTA CLAUS FUND

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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

1982

Legal Domicile

Principal Officer

KATHLEEN ROE

Phone

3077337290

Tax Period

2024-01-01 to 2024-12-31

SANTA CLAUS FUND, founded in 1982, is a small nonprofit that reported $113K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 21% operating margin.

Mission

TO PROVIDE HOLIDAY GIFTS (NEW TOYS AND CLOTHES) FOR TETON COUNTY, WYOMING CHILDREN WHOSE ECONOMIC AND FAMILY SITUATIONS QUALIFY.

Program Service Accomplishments

Program 1

Expenses: $78,282

PURCHASED NEW TOYS AND CLOTHES DURING THE HOLIDAYS FOR 593 LESS FORTUNATE CHILDREN FROM 301 FAMILIES IN TETON COUNTY, WYOMING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $86,473

Program Service Revenue $0

Investment Income $26,033

Other Revenue $0

TOTAL REVENUE $112,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,282

Other Expenses $88,758

TOTAL EXPENSES $88,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,506	$89,011	+0.3%
Expenses	$88,758	$98,082	-0.1%
Net Income	$23,748	$-9,071	-3.6%

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

192

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
KATHLEEN ROE	CO PRESIDENT	N/A	Officer Director	$0	$0	$0
AMY BROOKS	CO PRESIDENT	N/A	Officer Director	$0	$0	$0
KELLEY ANDERSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DIANA EDEN	SECRETARY	N/A	Officer Director	$0	$0	$0
MADISON GERARD	TREASURER	N/A	Officer Director	$0	$0	$0
JENNIFER LIRA	BOARD MEMBER	N/A	Director	$0	$0	$0
IMAGING SPENCE	BOARD MEMBER	N/A	Director	$0	$0	$0
DIANA EDLINGER	BOARD MEMBER	N/A	Director	$0	$0	$0
LIZA KIMMEL	BOARD MEMBER	N/A	Director	$0	$0	$0
ARIEL MANN	BOARD MEMBER	N/A	Director	$0	$0	$0
SHANNON STEC	BOARD MEMBER	N/A	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	$112,506	$88,758	$773,326	$23,748
2023	$89,011	$98,082	$749,578	$-9,071
2022	$109,156	$70,071	$758,649	$39,085
2021	$167,917	$124,966	$719,564	$42,951
2020	$90,935	$46,984	$676,613	$43,951
2019	$84,030	$69,290	$632,662	$14,740
2018	$104,829	$52,840	$617,922	$51,989