Civic Intelligence

Serra Club of Bismarck

EIN 23-7549218 • 501(c)3 • Bismarck, ND

Profile

To support and foster vocations to the priesthood and religious life

PO Box 36Bismarck, ND 58502

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

36th percentile

-4.9%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

45th percentile

-5.6%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

5.7%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$7,187

Down $6,216 (-46%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$7,187

Down $6,216 (-46%) from 2022

Revenue

Up

$50,724

Up $10,941 (+28%) from 2022

Expenses

Up

$54,090

Up $6,052 (+13%) from 2022

Net Income

Up

-$3,366

Up $4,889 (+59%) from 2022

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2018: $19,056Liabilities 2018: $0Net Assets 2018: $19,0562018Assets 2019: $22,718Liabilities 2019: $0Net Assets 2019: $22,7182019Assets 2021: $21,658Net Assets 2021: $21,6582021Assets 2022: $13,403Net Assets 2022: $13,4032022Assets 2024: $7,187Net Assets 2024: $7,1872024

Highlighted filing

2024

Assets$7,187
Liabilities-
Net Assets$7,187

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $71,428Expenses 2018: $77,606Net Income 2018: -$6,1782018Revenue 2019: $54,469Expenses 2019: $50,807Net Income 2019: $3,6622019Revenue 2021: $41,347Expenses 2021: $52,455Net Income 2021: -$11,1082021Revenue 2022: $39,783Expenses 2022: $48,038Net Income 2022: -$8,2552022Revenue 2024: $50,724Expenses 2024: $54,090Net Income 2024: -$3,3662024

Highlighted filing

2024

Revenue$50,724
Expenses$54,090
Net Income-$3,366

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$52,855
Mission and Program Overview

Mission

To support and foster vocations to the priesthood and religious life.

To support and foster vocations to the priesthood and religious life

Program Services

DescriptionGrantsExpenses
ASSIST RELIGIOUS ORGANIZATIONS WITH VOCATIONAL EXPENSES-$41,872
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS LARKINPast President-$0--
DONNA HARTZETrustee-$0--
JIM LUPTAKTreasurerPT$0--
MARK AUNEAdvisor-$0--
JOHN BERGERPresidentPT$0--
PETER DEICHERTTrustee-$0--
JANE GREERVP-ProgramsPT$0--
VALERIE JUNDTVP Communicatio-$0--
AMY RICHTERVP Membership-$0--
AMY SCHMIDTVP Membership-$0--
THOMAS STORICKSecretary-$0--
JEROME VOLKTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser Breakfast$20,087$20,087$706$19,381
Total Events$20,087$20,087$2,131$17,956
Filing and Contact Details

Filer

Filer Name
Serra Club of Bismarck
EIN
23-7549218
Phone
7013918542
Address
PO BOX 36, BISMARCK, ND 58502

Signing Officer

Name
Jim Luptak
Title
Treasurer
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Haga Kommer LTD
Address
840 43rd Ave NE Ste 100, Bismarck, ND 58503
Preparer
Lynn R Crouse CPA
Phone
7012224100
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: DIOCESE OF BISMARCK | Donee's Address: 520 N WASHINGTON ST BISMARCK ND 58501 | Cash Amount Given: $14000

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: DONEES $5000 | Cash Amount Given: $8000

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: ASSUMPTION ABBEY | Donee's Address: PO BOX A RICHARDTON ND 58652 | Cash Amount Given: $6000

Other Expenses.1003

Information Technology $300

Other Expenses.1

LUNCHEON $9726

Other Expenses.2

DUES-SERRA INTL $9689

Other Expenses.3

STIPENDS $3632

Other Expenses.4

SUPPLIES $963

Other Expenses.7

MISC EXP $337

Raw XML Appendix202 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JIM LUPTAK
IRS990EZ/BooksInCareOfDetail/PhoneNum07013918542
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 36
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BISMARCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0585020036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010553
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09927
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3366
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010553
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07187
IRS990EZ/FundraisingGrossIncomeAmt020087
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028000
IRS990EZ/GrossReceiptsAmt052855
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013044
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010553
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010553
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS LARKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA HARTZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM LUPTAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK AUNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER DEICHERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANE GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VALERIE JUNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMY RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10THOMAS STORICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JEROME VOLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024647
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND FOSTER VOCATIONS TO THE PRIESTHOOD AND RELIGIOUS LIFE
IRS990EZ/PrintingPublicationsPostageAmt01443
IRS990EZ/ProgramServiceRevenueAmt09795
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST RELIGIOUS ORGANIZATIONS WITH VOCATIONAL EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041872
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02131
IRS990EZ/SpecialEventsNetIncomeLossAmt017956
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054090
IRS990EZ/TotalProgramServiceExpensesAmt041872
IRS990EZ/TotalRevenueAmt050724
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0118852
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0110374
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0118852
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0118852
IRS990ScheduleA/TotalSupportAmt0118865
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02131
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01425
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020087
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020087
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017956
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: DIOCESE OF BISMARCK | Donee's Address: 520 N WASHINGTON ST BISMARCK ND 58501 | Cash Amount Given: $14000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: DONEES $5000 | Cash Amount Given: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: ASSUMPTION ABBEY | Donee's Address: PO BOX A RICHARDTON ND 58652 | Cash Amount Given: $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LUNCHEON $9726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES-SERRA INTL $9689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STIPENDS $3632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC EXP $337
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM LUPTAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERRA CLUB OF BISMARCK
ReturnHeader/Filer/BusinessNameControlTxt0SERR
ReturnHeader/Filer/EIN0237549218
ReturnHeader/Filer/PhoneNum07013918542
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 36
ReturnHeader/Filer/USAddress/CityNm0BISMARCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204028013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haga Kommer LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0840 43rd Ave NE Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bismarck
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd058503
ReturnHeader/PreparerPersonGrp/PhoneNum07012224100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNN R CROUSE CPA
ReturnHeader/ReturnTs02025-08-18T10:30:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.