BLUE SANTA PROGRAM INCORPORATED: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BLUE SANTA PROGRAM INCORPORATED (EIN 76-0127809)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202423209349324202
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T23:01:09Z	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	760782349	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	H AND R BLOCK	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	102 S TEXAS AVE	AddressLine1Txt
City	ANAHUAC	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77514	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	760127809	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BLUE SANTA PROGRAM INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BLUE	BusinessNameControlTxt
Phone	7137240795	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1600 STATE ST	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77007	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EJ REYES	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7137240795	PhoneNum
Signature	2024-09-15	SignatureDt
Discuss With Paid Preparer	false	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Charlotte Mathews	PreparerPersonNm
PTIN	P00578012	PTIN
Phone	8004725625	PhoneNum
Preparation	2024-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	BLUE SANTA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	GEORGANNA DAVIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1600 STATE ST	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77007	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$228,833	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1984	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	TO PRMOTE, SOLICIT AND COLLECT FUNDS FOR THE PURPOSE OF PURCHASING GIFTS AND PRESENTS TO DISTRUBUT THEM AT CHRISTMAS TIME TO UNDERPRIVILIGED CHILDREN IN THE GREATER HOUSTON, TEXAS AREA.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	4	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$242,759	PYProgramServiceRevenueAmt
CY Program Service Revenue	$228,336	CYProgramServiceRevenueAmt
PY Investment Income	$294	PYInvestmentIncomeAmt
CY Investment Income	$497	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$243,053	PYTotalRevenueAmt
CY Total Revenue	$228,833	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$208,755	PYOtherExpensesAmt
CY Other Expenses	$257,104	CYOtherExpensesAmt
PY Total Expenses	$208,755	PYTotalExpensesAmt
CY Total Expenses	$257,104	CYTotalExpensesAmt
PY Revenues Less Expenses	$34,298	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$28,271	CYRevenuesLessExpensesAmt
Total Assets BOY	$45,232	TotalAssetsBOYAmt
Total Assets EOY	$16,961	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$45,232	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$16,961	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROMOTE, SOLICIT AND COLLECT FUNDS FOR THE PURPOSE OF PURCHASING GIFTS AND PRESENTS AND DISTRIBUTING THEM AT CHRISTMAS TIME TO UNDERPRIVILEDGED CHIDREN IN THE GREATER HOUSTON TEXAS AREA	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$257,104	ExpenseAmt
Revenue	$228,336	RevenueAmt
Desc	PURCHASED AND DISTRIBUTED GIFTS AND PRESENTS TO 1000 UNDERPRIVILEDGED CHILDREN FROM 4000 HOOUSEHOLDS IN THE GREATER HOUSTON, TEXAS AREA.	Desc
Total Program Service Expenses	$257,104	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	false	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Tax Exempt Interest	$0	TaxExemptInterestAmt
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EJ REYES	PersonNm
Phone	7137240795	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1600 STATE ST	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77007	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
GEORGANNA DAVIS
PRESIDENT	2.00	Yes (X)	$0	$0	$0
EJ REYES
VICE PRESIDENT	2.00	Yes (X)	$0	$0	$0
LAURA REYES
TREASURER	2.00	Yes (X)	$0	$0	$0
TRACIE MATHEWSSEGURA
SECRETARY	2.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PUBLIC SUPPORT	Desc
Business	900009	BusinessCd
Total Revenue Column	$228,336	TotalRevenueColumnAmt
Related Or Exempt Func Income	$228,336	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$228,336	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$497	TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$228,833	TotalRevenueColumnAmt
Related Or Exempt Func Income	$228,336	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEMBERSHIPS	$738	$738
VOLUNTEERS COST	$1,079	$1,079
BANK FEES	$35		$35
GIFT ITEMS	$237,272	$237,272

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,980	TotalAmt
Program Services	$17,980	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$257,104	TotalAmt
Program Services	$257,069	ProgramServicesAmt
Management And General	$35	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,732	BOYAmt
EOY	$6,289	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$40,500	BOYAmt
EOY	$10,672	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,232	BOYAmt
EOY	$16,961	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$45,232	BOYAmt
EOY	$16,961	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$45,232	BOYAmt
EOY	$16,961	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$45,232	BOYAmt
EOY	$16,961	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$28,271	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$195,991	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$190,412	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$194,701	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$242,759	CurrentTaxYearMinus1YearAmt
Current Tax Year	$228,336	CurrentTaxYearAmt
Total	$1,052,199	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$195,991	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$190,412	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$194,701	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$242,759	CurrentTaxYearMinus1YearAmt
Current Tax Year	$228,336	CurrentTaxYearAmt
Total	$1,052,199	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,052,199	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$456	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$294	CurrentTaxYearMinus1YearAmt
Current Tax Year	$497	CurrentTaxYearAmt
Total	$1,898	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$456	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$294	CurrentTaxYearMinus1YearAmt
Current Tax Year	$497	CurrentTaxYearAmt
Total	$1,898	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$196,447	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$190,873	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$194,891	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$243,053	CurrentTaxYearMinus1YearAmt
Current Tax Year	$228,833	CurrentTaxYearAmt
Total	$1,054,097	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99820	PublicSupportCY509Pct
Investment Income CY	0.00180	InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III LINE 4	THE PURPOSE IS TO GIVE GIFTS TO THE UNDERPRIVILIGED IN THE COMMUNITY.
PART VI LINE 11	FORM 990 REVIEW PROCESS: THIS FORM IS PREPARED BY A H & R BLOCK OFFICE AND THE RETURN IS BASED ON THE FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE FORM IS REVIEWED BY THE BOARD MEMBERSS AND APPROVED BEFORE THE FILING WITH THE IRS.
PART VI LINE 12C	IF THERE IS A CONFLICT OF INTEREST POLICY PRETANING TO THE BOARD AND ITS MEMBERS. THE BOARD SHALL NOT ENTER INTO OR PARTICPATE IN ANY ACTIVITY DESIGNED TO FINANCIALLY BENEFIT DIRECTLY OR INDIRECTLY ANY INDIVIDUAL MEMBER OF THE BOARD OR A MEMBER OF HIS/HER FAMILY. BOARD MEMBERS SHALL BE PROHIBITED FROM PARTICIPATING IN THE CONSIDERATION OR VOTE, WHICH MAY PRETAIN OR TO APPEARS, TO THAT BOARD MEMBERS PERSONA; OR PROFESSIONAL BUSINESS INTEREST. MEMBERSSHALL DECLARE A CONFLICT OF INTEREST AND EXCUSE HIS/HER SELF FROM THE VOTE.
PART VI LINE 19	THE RECORDS ARE MADE AVAILABLE TO THE PUBLIC AT THE ORGANIZATIONS PHYSICAL ADDRESS.
PART IX LINE 24	OTHER EXPENSES IN THE AMOUNT OF $14367 CONSISIT OF OPERATING EXPENSES WITH THE OFFICE SUCH AS CLEANING SUPPLIES,DECORATIONS, CLEANING OF SANTA SUIT, WALMART SHOPPING EVENT, NEW SHELVING BAGS FOR TOYS AND REIMBURSEMENTS FOR GAS.