Harpswell Santa Fund Inc
Nonprofit profile at a glance
- EIN
- 364783916
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-EZ 2024, Form 990-N 2023
- Location
- Harpswell, ME, USA
- Phone
- 2075228545
- Rating
- 55
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Gift Distribution
Reported finances
- Revenue
- $228,174
- Expenses
- $111,134
- Assets
- $255,078
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- MARK ROESLER (PRESIDENT)
People named in this filing
- LINDA ROESLER (TREASURER)
- MARK ROESLER (PRESIDENT)
- ANNE WILKES (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
Harpswell santa fund, inc. Has served 1500+ neighbors with over 500k in support including christmas presents, food, personal care items, and home heating assistance.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.
Rating breakdown
- Financial Efficiency: 50
- Transparency & Controls: 90
- Accountability: 6
- Sustainability: 78
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 40%; rating input score 40
- Program expense ratio: 82.1%; rating input score 82
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 51.3%; rating input score 91; 91st percentile among comparable filings
- Total-asset coverage ratio: 2.3; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 42.9% per year; rating input score 100; 96th percentile among comparable filings
- Asset growth: 59.5% per year; rating input score 100; 97th percentile among comparable filings
Details
- Where the money goes: 40% of revenue deployed · 82.1% of spending went to programs
- Governance: 0 of 3 board members independent · 1 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $91K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 18 of 18 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- High — Accountability: Independent voting board scored 0/100.
- High — Accountability: Governance controls: 5 of 6 not reported.