Civic Intelligence

Sertoma Inc

990EZ • Fiscal year 2016 • EIN 20-1318250

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

PO Box 1546Minden, NV 89423

(775) 782-7874

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$68,522

Up $13,305 (+24%) from 2015

Net Assets

Up

$66,256

Up $12,611 (+24%) from 2015

Liabilities

Up

$2,266

Up $694 (+44%) from 2015

Revenue

Down

$45,792

Down $4,977 (-9.8%) from 2015

Expenses

Down

$33,181

Down $6,999 (-17%) from 2015

Net Income

Up

$12,611

Up $2,022 (+19%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $34,729Liabilities 2010: $9,636Net Assets 2010: $25,0932010Assets 2011: $36,768Liabilities 2011: $10,554Net Assets 2011: $26,2142011Assets 2012: $36,669Liabilities 2012: $8,506Net Assets 2012: $28,1632012Assets 2013: $29,478Liabilities 2013: $7,610Net Assets 2013: $21,8682013Assets 2014: $45,132Liabilities 2014: $2,076Net Assets 2014: $43,0562014Assets 2015: $55,217Liabilities 2015: $1,572Net Assets 2015: $53,6452015Assets 2016: $68,522Liabilities 2016: $2,266Net Assets 2016: $66,2562016Assets 2017: $66,842Liabilities 2017: $3,355Net Assets 2017: $63,4872017Assets 2018: $71,353Liabilities 2018: $3,3552018Assets 2019: $94,427Liabilities 2019: $28,4652019Assets 2020: $125,093Liabilities 2020: $36,429Net Assets 2020: $88,6642020Assets 2021: $125,231Liabilities 2021: $35,843Net Assets 2021: $89,3882021

Highlighted filing

2016

Assets$68,522
Liabilities$2,266
Net Assets$66,256

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $36,427Expenses 2010: $44,361Net Income 2010: -$7,9342010Revenue 2011: $41,939Expenses 2011: $40,818Net Income 2011: $1,1212011Revenue 2012: $40,208Expenses 2012: $40,009Net Income 2012: $1992012Revenue 2013: $35,699Expenses 2013: $41,994Net Income 2013: -$6,2952013Revenue 2014: $63,204Expenses 2014: $47,270Net Income 2014: $15,9342014Revenue 2015: $50,769Expenses 2015: $40,180Net Income 2015: $10,5892015Revenue 2016: $45,792Expenses 2016: $33,181Net Income 2016: $12,6112016Revenue 2017: $31,202Expenses 2017: $33,971Net Income 2017: -$2,7692017Revenue 2018: $42,001Expenses 2018: $36,203Net Income 2018: $5,7982018Revenue 2019: $39,316Expenses 2019: $30,818Net Income 2019: $8,4982019Revenue 2020: $46,281Expenses 2020: $23,579Net Income 2020: $22,7022020Revenue 2021: $33,923Expenses 2021: $33,199Net Income 2021: $7242021

Highlighted filing

2016

Revenue$45,792
Expenses$33,181
Net Income$12,611
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$62,734
Mission and Program Overview

Mission

Help local needy and hearing impaired

Program Services

DescriptionGrantsExpenses
Provided scholarships to college students hearing aids to needyand supported about 11 organizations which help the needy$20,364-
Expenditures for members such as national dues and awards$5,146-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat CardinalPresident-$0--
Nancy HumphriesSecretary-$0--
Peggy FrickTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Dinner$14,064$14,064$6,241$7,823
Oktoberfest$8,752$8,752$6,530$2,222
Total Events$37,734$37,734$16,942$20,792
Filing and Contact Details

Filer

Filer Name
Sertoma Inc
EIN
20-1318250
Address
PO Box 1546, Minden, NV 89423

Signing Officer

Name
Peggy Frick
Title
Treasurer
Phone
7757827874
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Carson Valley Accounting
Address
1663 Hwy 395 Ste 201, Minden, NV 89423
Preparer
Drew Aguilar CPA
Phone
7757827874
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Senior services Grantee Young at Heart Street 2300 Meadow Lane City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 5,840Activity Scholarships Grantee Various Street 1670 Hwy 88 City, State, Zip Minden, NV 89423Relationship Local Students Amount 8,061Activity Food for needy Grantee Food Closet Street 1255 Waterloo Ln City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 3,025Activity Youth services Grantee China Springs Youth CAmp Street 225 China Springs Rd City, State, Zip Gardnerville, NV 89410Relationship Charity Activity Various local charities Grantee Various Street Gardnerville City, State, Zip Gardnerville, NV 89460Relationship Local charities Amount 3,478

Description of other expenses Part I line 16

Description AmountMiscellaneous 758Insurance 269License fees and bank charges 259Subscriptions and Dues 450Member activities and expenses 2,456National dues and other dues 5,146Small equipment purchases 122Advertising 821Health and Cheer (27)Pins and Badges 217Presidents Discretionary 210Meetings 550

Description of total liabilities Part II line 26

Category Beginning of Year End of YearSpecial Funds 1,572 2,266

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Minden
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IRS990EZ/PrintingPublicationsPostageAmt0107
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020364
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033181
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CVSERTOMA.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Senior services Grantee Young at Heart Street 2300 Meadow Lane City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 5,840Activity Scholarships Grantee Various Street 1670 Hwy 88 City, State, Zip Minden, NV 89423Relationship Local Students Amount 8,061Activity Food for needy Grantee Food Closet Street 1255 Waterloo Ln City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 3,025Activity Youth services Grantee China Springs Youth CAmp Street 225 China Springs Rd City, State, Zip Gardnerville, NV 89410Relationship Charity Activity Various local charities Grantee Various Street Gardnerville City, State, Zip Gardnerville, NV 89460Relationship Local charities Amount 3,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMiscellaneous 758Insurance 269License fees and bank charges 259Subscriptions and Dues 450Member activities and expenses 2,456National dues and other dues 5,146Small equipment purchases 122Advertising 821Health and Cheer (27)Pins and Badges 217Presidents Discretionary 210Meetings 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearSpecial Funds 1,572 2,266
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peggy Frick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07757827874
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sertoma Inc
ReturnHeader/Filer/BusinessNameControlTxt0SERT
ReturnHeader/Filer/EIN0201318250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1546
ReturnHeader/Filer/USAddress/CityNm0Minden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089423
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202883658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carson Valley Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01663 Hwy 395 Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089423
ReturnHeader/PreparerPersonGrp/PhoneNum07757827874
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Drew Aguilar CPA
ReturnHeader/ReturnTs02016-11-09T10:51:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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