Civic Intelligence

St Augustine Sertoma Club

990EZ • Fiscal year 2017 • EIN 26-0828995

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 10, 2017

Organization ProfileN/A
PO Box 804St Augustine, FL 32085

(904) 829-9721

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

63rd percentile

9.6%

Higher net margin than 63% 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

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$226,086

Up $29,205 (+15%) from 2016

Net Assets

Up

$226,086

Up $29,205 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$159,630

Down $32,679 (-17%) from 2016

Expenses

Down

$144,270

Down $47,201 (-25%) from 2016

Net Income

Up

$15,360

Up $14,522 (+1733%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2015: $196,043Net Assets 2015: $196,0432015Assets 2016: $196,881Net Assets 2016: $196,8812016Assets 2017: $226,086Net Assets 2017: $226,0862017Assets 2018: $245,581Net Assets 2018: $245,5812018Assets 2019: $259,540Net Assets 2019: $259,5402019Assets 2020: $264,194Net Assets 2020: $264,1942020Assets 2021: $331,901Liabilities 2021: $0Net Assets 2021: $331,9012021Assets 2022: $298,749Liabilities 2022: $0Net Assets 2022: $298,7492022Assets 2023: $295,178Liabilities 2023: $4,846Net Assets 2023: $290,3322023Assets 2024: $283,870Net Assets 2024: $283,8702024Assets 2025: $336,175Liabilities 2025: $953Net Assets 2025: $335,9282025

Highlighted filing

2017

Assets$226,086
Liabilities-
Net Assets$226,086
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $162,524Expenses 2015: $176,402Net Income 2015: -$13,8782015Revenue 2016: $192,309Expenses 2016: $191,471Net Income 2016: $8382016Revenue 2017: $159,630Expenses 2017: $144,270Net Income 2017: $15,3602017Revenue 2018: $185,916Expenses 2018: $169,317Net Income 2018: $16,5992018Revenue 2019: $172,874Expenses 2019: $177,231Net Income 2019: -$4,3572019Revenue 2020: $183,405Expenses 2020: $180,853Net Income 2020: $2,5522020Revenue 2021: $239,252Expenses 2021: $171,545Net Income 2021: $67,7072021Revenue 2022: $197,732Expenses 2022: $228,527Net Income 2022: -$30,7952022Revenue 2023: $169,878Expenses 2023: $178,295Net Income 2023: -$8,4172023Revenue 2024: $167,209Expenses 2024: $174,171Net Income 2024: -$6,9622024Revenue 2025: $199,999Expenses 2025: $147,941Net Income 2025: $52,0582025

Highlighted filing

2017

Revenue$159,630
Expenses$144,270
Net Income$15,360
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$159,630
Mission and Program Overview

Mission

Provision of charitable support to the community

Program Services

DescriptionGrantsExpenses
TO PROVIDE CHARITABLE SUPPORT TO THE MEDICALLY CHALLENGED IN THE LOCAL COMMUNITY-$144,270
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIRK SCHROEDERChair-$0--
CANDY BURNEYPresident-$0--
SUSAN BIESIADAPresident El-$0--
RONALD BOCHENEKTreasurer-$0--
DALE MITCHELLSecretary-$0--
BOB SALGADOVice Preside-$0--
JEAN MACEDONIADirector-$0--
ELLEN WALDENDirector-$0--
TIM COLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
St Augustine Sertoma Club
EIN
26-0828995
Address
PO BOX 804, ST AUGUSTINE, FL 32085

Signing Officer

Name
Ronald Bochenek
Title
Treasurer
Signed
2017-10-10

Preparer

Firm
W H O'CONNELL & ASSOCIATES PA
Address
2825 LEWIS SPEEDWAY 104, ST AUGUSTINE, FL 32084
Preparer
W HENRY O'CONNELL CPA
Phone
9048290082
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 353 bank charges 256 program costs 39,205 dues 3,073 licenses 61 membership costs 691 gifts & awards 100 event costs 7,615 donations 14,880 insurance 1,113 non-investment depreciation 1,663 total 69,010”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 13,845”

Form 990-ez, Part II, Line 24

“Equipment 13,617 13,617 less accumulated depreciation 11,954 13,617 total 1,663 0”

Raw XML Appendix155 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/PersonNm0RUTH STINSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09048299721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 804
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST AUGUSTINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0195218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0226086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035726
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02156
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0196881
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0226086
IRS990EZ/GrossReceiptsAmt0159630
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06645
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196881
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0226086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196881
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0226086
IRS990EZ/OccupancyRentUtltsAndMaintAmt072525
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/PersonNm0DIRK SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDY BURNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN BIESIADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RONALD BOCHENEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DALE MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB SALGADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEAN MACEDONIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELLEN WALDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIM COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01663
IRS990EZ/OtherChangesInNetAssetsAmt013845
IRS990EZ/OtherExpensesTotalAmt069010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVISION OF CHARITABLE SUPPORT TO THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0579
IRS990EZ/ProgramServiceRevenueAmt0117259
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CHARITABLE SUPPORT TO THE MEDICALLY CHALLENGED IN THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0144270
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144270
IRS990EZ/TotalProgramServiceExpensesAmt0144270
IRS990EZ/TotalRevenueAmt0159630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt063417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0281059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011070
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0272142
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96210
IRS990ScheduleA/PublicSupportTotal170Amt0281059
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063417
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0281059
IRS990ScheduleA/TotalSupportAmt0292129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 353 BANK CHARGES 256 PROGRAM COSTS 39,205 DUES 3,073 LICENSES 61 MEMBERSHIP COSTS 691 GIFTS & AWARDS 100 EVENT COSTS 7,615 DONATIONS 14,880 INSURANCE 1,113 NON-INVESTMENT DEPRECIATION 1,663 TOTAL 69,010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 13,845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 13,617 13,617 LESS ACCUMULATED DEPRECIATION 11,954 13,617 TOTAL 1,663 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD BOCHENEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST AUGUSTINE SERTOMA CLUB
ReturnHeader/Filer/BusinessNameControlTxt0STAU
ReturnHeader/Filer/EIN0260828995
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 804
ReturnHeader/Filer/USAddress/CityNm0ST AUGUSTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B58BD6568AF651E9C0BAE54608F043BAD55D6A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CBBBFE2DCF44618D67E158B0AC5593D9B7528CE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201958673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0W H O'CONNELL & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02825 LEWIS SPEEDWAY 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST AUGUSTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032084
ReturnHeader/PreparerPersonGrp/PhoneNum09048290082
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W HENRY O'CONNELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-17T14:17:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,086
Liabilities
-
Net assets
$226,086
Revenue
$159,630
Expenses
$144,270
Net income
$15,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.36$2.00$1.48$0.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$2.84$1.67$1.74$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.05$2.90$1.70$1.78$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$1.98$2.29$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$2.39$1.72$0.68
2020Detailed filing. Detailed filing data is available for this year.$2.64$2.64$1.83$1.81$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$2.60$1.73$1.77$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.46$2.46$1.86$1.69$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.26$2.26$1.60$1.44$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.97$1.97$1.92$1.91$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$1.96$1.63$1.76$0.14