Santa Claus Inc of Greater San Bernardino (EIN 956101275) - 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

1952

Legal Domicile

Principal Officer

Karen Dicarlo

Phone

9098850090

Tax Period

2025-01-01 to 2025-12-31

Santa Claus Inc of Greater San Bernardino, founded in 1952, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year.

Mission

Provide critical services to youth in the Inland Empire through community based programs.

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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 $1,701,368

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,701,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,315

Fundraising Expenses $62,736

Program Expenses $1,548,496

Other Expenses $1,631,434

TOTAL EXPENSES $1,767,449

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,701,368	$1,964,653	-0.1%
Expenses	$1,767,449	$2,543,980	-0.3%
Net Income	$-66,081	$-579,327	-0.9%

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

Volunteers

283

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

$61,731

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry O'Nan	Chairman	5.00	Officer Director	$0	$0	$0
Don DiCarlo	Treasurer	5.00	Officer Director	$0	$0	$0
Dr Barbara Sorter	Secretary	5.00	Officer Director	$0	$0	$0
Miki Rene Inbody	At Large	5.00	Director	$0	$0	$0
Linda Robles	At Large	5.00	Director	$0	$0	$0
Dr Cherrina Betters	At Large	5.00	Director	$0	$0	$0
Dr Veronica Hawkins	At Large	5.00	Director	$0	$0	$0
Derrick Vasquez	At Large	5.00	Director	$0	$0	$0
Jerry Musgrove	At Large	5.00	Director	$0	$0	$0
Karen DiCarlo	Executive Dir.	40.00	Officer	$61,731	$0	$61,731

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	$1,701,368	$1,767,449	$1,144,621	$-66,081
2024	$1,964,653	$2,543,980	$1,210,702	$-579,327
2023	$1,674,190	$2,385,215	$1,785,598	$-711,025
2022	$1,894,868	$1,773,708	$2,497,013	$121,160
2021	$1,971,081	$2,086,104	$2,370,443	$-115,023
2020	$2,750,458	$1,260,035	$2,485,466	$1,490,423
2019	$2,794,774	$2,099,315	$995,043	$695,459
2018	$1,636,561	$1,692,992	$698,214	$-56,431

Santa Claus Inc of Greater San Bernardino