Civic Intelligence

Sertoma Club of York

EIN 23-6447649 • 501(c)3 • York, PA

Profile

Financial support for 501(c)(3) organizations.

PO Box 3789York, PA 17042

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-30%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-10%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-5.0%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$22,764

Down $2,548 (-10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$22,764

Down $2,548 (-10%) from 2023

Revenue

Down

$8,538

Down $454 (-5.0%) from 2023

Expenses

Up

$11,086

Up $2,044 (+23%) from 2023

Net Income

Down

-$2,548

Down $2,498 (-4996%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2017: $22,916Net Assets 2017: $22,9162017Assets 2018: $24,933Net Assets 2018: $24,9332018Assets 2019: $22,500Net Assets 2019: $22,5002019Assets 2020: $23,477Net Assets 2020: $23,4772020Assets 2022: $25,362Liabilities 2022: $0Net Assets 2022: $25,3622022Assets 2023: $25,312Liabilities 2023: $0Net Assets 2023: $25,3122023Assets 2024: $22,764Liabilities 2024: $0Net Assets 2024: $22,7642024

Highlighted filing

2024

Assets$22,764
Liabilities$0
Net Assets$22,764

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2017: $10,721Expenses 2017: $10,761Net Income 2017: -$402017Revenue 2018: $12,611Expenses 2018: $10,594Net Income 2018: $2,0172018Revenue 2019: $11,391Expenses 2019: $13,824Net Income 2019: -$2,4332019Revenue 2020: $9,422Expenses 2020: $8,445Net Income 2020: $9772020Revenue 2022: $11,232Expenses 2022: $10,603Net Income 2022: $6292022Revenue 2023: $8,992Expenses 2023: $9,042Net Income 2023: -$502023Revenue 2024: $8,538Expenses 2024: $11,086Net Income 2024: -$2,5482024

Highlighted filing

2024

Revenue$8,538
Expenses$11,086
Net Income-$2,548

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 16, 2025
Return Version
2023v6.0
Gross Receipts
$8,538
Mission and Program Overview

Mission

Financial support for 501(c)(3) organizations.

Financial support for 501(c)(3) organizations

Program Services

DescriptionGrantsExpenses
FINANCIAL SUPPORT FOR 501(C)(3) ORGANIZATIONS$0$4,202
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES GROSSPresident-$0--
JOHN KLINEDINSTTreasurer-$0--
DALE ACHENBACHController-$0--
Filing and Contact Details

Filer

Filer Name
Sertoma Club of York
EIN
23-6447649
Phone
7175332004
Address
PO BOX 3789, YORK, PA 17042

Signing Officer

Name
Dale a Achenbach
Title
Controller
Phone
7175332004
Signed
2025-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Achenbach & Curry Pc
Address
1044 E MAIN ST, PALMYRA, PA 17078
Preparer
Michelle Curry
Phone
7175332004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 5.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: charitable donation. Amount given: 4,202.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meeting costs. Amount: 6,884.

Raw XML Appendix160 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/PhoneNum07175332004
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALMYRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017078
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN KLINEDINST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DALE ACHENBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06884
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL SUPPORT FOR 501(C)(3) ORGANIZATIONS
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHARITABLE DONATION. AMOUNT GIVEN: 4,202.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-16
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ReturnHeader/Filer/EIN0236447649
ReturnHeader/Filer/PhoneNum07175332004
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ReturnHeader/PreparerPersonGrp/PhoneNum07175332004
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE CURRY
ReturnHeader/ReturnTs02025-05-16T11:42:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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