Civic Intelligence

Sertoma Inc

990EZ • Fiscal year 2017 • EIN 20-1318250

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 02, 2018

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

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-8.9%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$66,842

Down $1,680 (-2.5%) from 2016

Net Assets

Down

$63,487

Down $2,769 (-4.2%) from 2016

Liabilities

Up

$3,355

Up $1,089 (+48%) from 2016

Revenue

Down

$31,202

Down $14,590 (-32%) from 2016

Expenses

Up

$33,971

Up $790 (+2.4%) from 2016

Net Income

Down

-$2,769

Down $15,380 (-122%) from 2016

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

2017

Assets$66,842
Liabilities$3,355
Net Assets$63,487

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

2017

Revenue$31,202
Expenses$33,971
Net Income-$2,769
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 2, 2018
Return Version
2016v3.0
Gross Receipts
$55,363
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-$18,511
Expenditures for members such as national dues and awards-$15,460
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard HamzikPresident-$0--
Nancy HumpriesSecretary-$0--
Birgit OkamotoTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Dinner$14,470$14,470$8,290$6,180
Total Events$14,470$14,470$24,042$-9,572
Filing and Contact Details

Filer

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

Signing Officer

Name
Birgit Okamoto
Title
Treasurer
Phone
7757827874
Signed
2018-01-02
Discuss with paid preparer
Yes

Preparer

Firm
Carson Valley Accounting LLC
Address
1663 US Hwy 395 N 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 4,204Activity Scholarships Grantee Various Street 1670 Hwy 88 City, State, Zip Minden, NV 89423Relationship Local Students Amount 6,386Activity Food for needy Grantee Food Closet Street 1255 Waterloo Ln City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 2,612Activity Youth services Grantee China Springs Youth CAmp Street 225 China Springs Rd City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 2,000Activity Various local charities Grantee Various Street Gardnerville City, State, Zip Gardnerville, NV 89460Relationship Local charities Amount 3,309

Description of other expenses Part I line 16

Description AmountGeneral supplies 222Marketing and website 162Insurance 301License fees and bank charges 68Subscriptions and Dues 225Reimburse bank acct 200National dues and other dues 5,521Health and Cheer 75Pins and Badges 430Bus Registration 60Meetings 6,715Reconciling items 1,928reconciling items (1,628)

Description of total liabilities Part II line 26

Category Beginning of Year End of YearSpecial Funds 2,266 3,355

Raw XML Appendix180 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07757827874
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Minden
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd089423
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06403
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Hamzik
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014279
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Help local needy and hearing impaired
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided scholarships to college students hearing aids to needyand supported about 11 organizations which help the needy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Expenditures for members such as national dues and awards
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018511
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024161
IRS990EZ/SpecialEventsNetIncomeLossAmt08683
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02266
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03355
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033971
IRS990EZ/TotalProgramServiceExpensesAmt033971
IRS990EZ/TotalRevenueAmt031202
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061467
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0295586
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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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 4,204Activity Scholarships Grantee Various Street 1670 Hwy 88 City, State, Zip Minden, NV 89423Relationship Local Students Amount 6,386Activity Food for needy Grantee Food Closet Street 1255 Waterloo Ln City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 2,612Activity Youth services Grantee China Springs Youth CAmp Street 225 China Springs Rd City, State, Zip Gardnerville, NV 89410Relationship Charity Amount 2,000Activity Various local charities Grantee Various Street Gardnerville City, State, Zip Gardnerville, NV 89460Relationship Local charities Amount 3,309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountGeneral supplies 222Marketing and website 162Insurance 301License fees and bank charges 68Subscriptions and Dues 225Reimburse bank acct 200National dues and other dues 5,521Health and Cheer 75Pins and Badges 430Bus Registration 60Meetings 6,715Reconciling items 1,928reconciling items (1,628)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearSpecial Funds 2,266 3,355
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Birgit Okamoto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07757827874
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId000E7F24A534475522ABB777DC3C548E65993EFD3
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08837532018038nqjd4e2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.190.178.238
ReturnHeader/FilingSecurityInformation/IPDt02018-02-07
ReturnHeader/FilingSecurityInformation/IPTm016:07:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202883658
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carson Valley Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01663 US Hwy 395 N Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089423
ReturnHeader/PreparerPersonGrp/PhoneNum07757827874
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Drew Aguilar CPA
ReturnHeader/ReturnTs02018-02-07T16:00:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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