Civic Intelligence

Sons of Erin Cape Cod Inc

990 • Fiscal year 2023 • EIN 26-0111468

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

633 Main StreetWest Yarmouth, MA 02673

(508) 790-0399

Siviq Scores

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

Liabilities / Assets

89th percentile

0.60x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

1.41x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Net Margin

44th percentile

2.6%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2023 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2023

Asset Growth

43rd percentile

0.9%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$923,322

Up $8,119 (+0.9%) from 2022

Net Assets

Up

$371,512

Up $10,026 (+2.8%) from 2022

Liabilities

Down

$551,810

Down $1,907 (-0.3%) from 2022

Revenue

Up

$390,611

Up $53,642 (+16%) from 2022

Expenses

Up

$380,585

Up $46,642 (+14%) from 2022

Net Income

Up

$10,026

Up $7,000 (+231%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $982,036Liabilities 2010: $767,289Net Assets 2010: $214,7472010Assets 2011: $954,250Liabilities 2011: $767,863Net Assets 2011: $186,3872011Assets 2012: $940,820Liabilities 2012: $752,849Net Assets 2012: $187,9712012Assets 2013: $927,497Liabilities 2013: $728,842Net Assets 2013: $198,6552013Assets 2014: $918,328Liabilities 2014: $701,050Net Assets 2014: $217,2782014Assets 2015: $912,495Liabilities 2015: $670,047Net Assets 2015: $242,4482015Assets 2016: $912,621Liabilities 2016: $639,353Net Assets 2016: $273,2682016Assets 2017: $909,664Liabilities 2017: $617,866Net Assets 2017: $291,7982017Assets 2018: $912,704Liabilities 2018: $608,680Net Assets 2018: $304,0242018Assets 2019: $924,269Liabilities 2019: $589,357Net Assets 2019: $334,9122019Assets 2020: $872,048Liabilities 2020: $566,122Net Assets 2020: $305,9262020Assets 2021: $927,985Liabilities 2021: $569,525Net Assets 2021: $358,4602021Assets 2022: $915,203Liabilities 2022: $553,717Net Assets 2022: $361,4862022Assets 2023: $923,322Liabilities 2023: $551,810Net Assets 2023: $371,5122023Assets 2024: $944,070Liabilities 2024: $527,263Net Assets 2024: $416,8072024

Highlighted filing

2023

Assets$923,322
Liabilities$551,810
Net Assets$371,512

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $268,8482010Expenses 2011: $304,5432011Expenses 2012: $290,0392012Revenue 2013: $308,458Expenses 2013: $297,775Net Income 2013: $10,6832013Revenue 2014: $290,593Expenses 2014: $271,970Net Income 2014: $18,6232014Revenue 2015: $314,872Expenses 2015: $289,702Net Income 2015: $25,1702015Revenue 2016: $303,790Expenses 2016: $272,970Net Income 2016: $30,8202016Revenue 2017: $298,418Expenses 2017: $279,888Net Income 2017: $18,5302017Revenue 2018: $322,289Expenses 2018: $310,063Net Income 2018: $12,2262018Revenue 2019: $342,905Expenses 2019: $312,016Net Income 2019: $30,8892019Revenue 2020: $198,225Expenses 2020: $227,211Net Income 2020: -$28,9862020Revenue 2021: $321,302Expenses 2021: $268,768Net Income 2021: $52,5342021Revenue 2022: $336,969Expenses 2022: $333,943Net Income 2022: $3,0262022Revenue 2023: $390,611Expenses 2023: $380,585Net Income 2023: $10,0262023Revenue 2024: $469,024Expenses 2024: $423,729Net Income 2024: $45,2952024

Highlighted filing

2023

Revenue$390,611
Expenses$380,585
Net Income$10,026
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$700,255
Mission and Program Overview

Mission

Promotion of irish heritage.

Promotion of irish heritage

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$809,095$796,944▼ $12,151
Rtn Earn Endowment Incm Other Fnds$361,486$371,512▲ $10,026
Cash and Non-Interest-Bearing Accounts$79,038$99,526▲ $20,488
Inventories for Sale or Use$14,770$15,213▲ $443
Savings and Temporary Cash Investments$5,715$0▼ $5,715
Intangible Assets$6,585$5,355▼ $1,230
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$915,203$923,322▲ $8,119
Other Assets Total-$6,284-
Liabilities
Mortgage Notes Payable Secured by Investment Property$530,948$516,258▼ $14,690
Accounts Payable and Accrued Expenses$19,687$32,432▲ $12,745
Other Liabilities$3,082$3,120▲ $38
Total Liabilities$553,717$551,810▼ $1,907
Net Assets / Fund Balance
Total Net Assets Fund Balance$361,486$371,512▲ $10,026
Total Liabilities and Net Assets / Fund Balance$915,203$923,322▲ $8,119

Asset Categories

AssetBook ValueDepreciationBasis
Land$519,449-$519,449
Buildings$190,442$127,300$317,742
Leasehold Improvements$79,658$40,562$120,220
Equipment$4,207$90,914$95,121
Other Land Buildings$3,188$48,054$51,242
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$134,330
Investment Income
$262
Other Revenue
$256,019
Change in Net Assets
$10,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,303
Salaries, Compensation, and Employee Benefits$71,282
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$160,247--$160,247
Other Salaries and Wages$64,968--$64,968
Fees for Services Other$10,913$23,725-$34,638
All Other Expenses$17,090$1,295-$18,385
Depreciation Depletion$16,326--$16,326
Payroll Taxes$6,314--$6,314
Grants to Domestic Individuals$6,000--$6,000
Other Expenses$5,280--$5,280
Fees for Services Accounting$1,198$3,595-$4,793
Office Expenses$1,494--$1,494
Advertising$200--$200
Total Functional Expenses$351,970$28,615$0$380,585
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,862
Fundraising Direct Expenses$16,041
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$20,555$20,555$16,041$4,514
Various Fundraisers$7,307$7,307-$7,307
Total Events$27,862$27,862$16,041$11,821
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Meals Tax Payable$3,119
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Classes of members or stockholders

Form 990, Part VI, Section A, Line 7A

Election of members and their rights

Form 990, Part VI, Section A, Line 7B

Decisions subject to approval of members

Form 990, Part VI, Section B, Line 11B

Treasurer to review and report to board of directors.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation all documents available upon request.

Filing and Contact Details

Filer

Filer Name
Sons of Erin Cape Cod Inc
EIN
26-0111468
Phone
5087900399
Address
633 MAIN STREET, WEST YARMOUTH, MA 02673

Signing Officer

Name
Rodger Christiansen
Title
Treasurer
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodger Christiansen
Formed
2005
Legal Domicile
Ma
Voting Board Members
1,462
Independent Board Members
1,462
Employees
5
Volunteers
16

Preparer

Firm
Eric J Johnson CPA Pc
Address
421 NEW KARNER RD, ALBANY, NY 12205
Preparer
Eric Johnson CPA
Phone
5184567412
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RODGER CHRISTIANSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0134330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0134330
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO ELIGIBLE APPLICANTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0257238
IRS990/PYOtherRevenueAmt0204281
IRS990/PYProgramServiceRevenueAmt0132687
IRS990/PYRevenuesLessExpensesAmt03026
IRS990/PYSalariesCompEmpBnftPaidAmt073705
IRS990/PYTotalExpensesAmt0333943
IRS990/PYTotalRevenueAmt0336969
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010026
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0361486
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0371512
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0190442
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0127300
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0317742
IRS990ScheduleD/EquipmentGrp/BookValueAmt04207
IRS990ScheduleD/EquipmentGrp/DepreciationAmt090914
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095121
IRS990ScheduleD/LandGrp/BookValueAmt0519449
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0519449
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt079658
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040562
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0120220
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03188
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048054
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEALS TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0796944
IRS990ScheduleD/TotalLiabilityAmt03120
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016041
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027862
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011821
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016041
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSES OF MEMBERS OR STOCKHOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTION OF MEMBERS AND THEIR RIGHTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS SUBJECT TO APPROVAL OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TREASURER TO REVIEW AND REPORT TO BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION ALL DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0915203
IRS990/TotalAssetsEOYAmt0923322
IRS990/TotalAssetsGrp/BOYAmt0915203
IRS990/TotalAssetsGrp/EOYAmt0923322
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0351970
IRS990/TotalFunctionalExpensesGrp/TotalAmt0380585
IRS990/TotalGrossUBIAmt02469
IRS990/TotalLiabilitiesBOYAmt0553717
IRS990/TotalLiabilitiesEOYAmt0551810
IRS990/TotalLiabilitiesGrp/BOYAmt0553717
IRS990/TotalLiabilitiesGrp/EOYAmt0551810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0361486
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0371512
IRS990/TotalProgramServiceExpensesAmt0351970
IRS990/TotalProgramServiceRevenueAmt0134330
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0376321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0390611
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02469
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0915203
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0923322
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 CAPTAIN BLOUNT RD
IRS990/USAddress/CityNm0SOUTH YARMOUTH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002664
IRS990/VotingMembersGoverningBodyCnt01462
IRS990/VotingMembersIndependentCnt01462
IRS990/WebsiteAddressTxt0WWW.SONSOFERINCC.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODGER CHRISTIANSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.44$5.27$4.17$4.69$4.24$0.45
2023Detailed filing. Detailed filing data is available for this year.$9.23$5.52$3.72$3.91$3.81$0.10
2022Detailed filing. Detailed filing data is available for this year.$9.15$5.54$3.61$3.37$3.34$0.03
2021Detailed filing. Detailed filing data is available for this year.$9.28$5.70$3.58$3.21$2.69$0.53
2020Detailed filing. Detailed filing data is available for this year.$8.72$5.66$3.06$1.98$2.27$0.29
2019Detailed filing. Detailed filing data is available for this year.$9.24$5.89$3.35$3.43$3.12$0.31
2018Detailed filing. Detailed filing data is available for this year.$9.13$6.09$3.04$3.22$3.10$0.12
2017Detailed filing. Detailed filing data is available for this year.$9.10$6.18$2.92$2.98$2.80$0.19
2016Detailed filing. Detailed filing data is available for this year.$9.13$6.39$2.73$3.04$2.73$0.31
2015Detailed filing. Detailed filing data is available for this year.$9.12$6.70$2.42$3.15$2.90$0.25
2014Detailed filing. Detailed filing data is available for this year.$9.18$7.01$2.17$2.91$2.72$0.19
2013Detailed filing. Detailed filing data is available for this year.$9.27$7.29$1.99$3.08$2.98$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.41$7.53$1.88$2.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$7.68$1.86$3.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$7.67$2.15$2.69