Civic Intelligence

St Augustine Sertoma Club

990EZ • Fiscal year 2018 • EIN 26-0828995

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 26, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

61st percentile

8.9%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$245,581

Up $19,495 (+8.6%) from 2017

Net Assets

Up

$245,581

Up $19,495 (+8.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$185,916

Up $26,286 (+16%) from 2017

Expenses

Up

$169,317

Up $25,047 (+17%) from 2017

Net Income

Up

$16,599

Up $1,239 (+8.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$245,581
Liabilities-
Net Assets$245,581
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$185,916
Expenses$169,317
Net Income$16,599
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$185,916
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-$169,317
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
2018-10-26

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 9,375 bank charges 639 program costs 40,316 dues 2,558 membership costs 99 gifts & awards 375 event costs 16,678 donations 18,604 sponsorship 4,968 meals 29 291 insurance 935 total 94,867”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 2,895”

Form 990-ez, Part II, Line 24

“Equipment 13,617 13,617 less accumulated depreciation 13,617 13,617 total 0 0”

Raw XML Appendix159 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/PersonNm0RONALD BOCHENEK
IRS990EZ/BooksInCareOfDetail/PhoneNum09048299721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 804
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST AUGUSTINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0226087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0245581
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046096
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016599
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01756
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0226087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0245581
IRS990EZ/GrossReceiptsAmt0185916
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09925
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0226087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0245581
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0226087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0245581
IRS990EZ/OccupancyRentUtltsAndMaintAmt072268
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/OtherChangesInNetAssetsAmt02895
IRS990EZ/OtherExpensesTotalAmt094867
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVISION OF CHARITABLE SUPPORT TO THE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0426
IRS990EZ/ProgramServiceRevenueAmt0129895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CHARITABLE SUPPORT TO THE MEDICALLY CHALLENGED IN THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0169317
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0169317
IRS990EZ/TotalProgramServiceExpensesAmt0169317
IRS990EZ/TotalRevenueAmt0185916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0263738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010025
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0411962
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96340
IRS990ScheduleA/PublicSupportPY170Pct00.96210
IRS990ScheduleA/PublicSupportTotal170Amt0263738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0263738
IRS990ScheduleA/TotalSupportAmt0273763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 9,375 BANK CHARGES 639 PROGRAM COSTS 40,316 DUES 2,558 MEMBERSHIP COSTS 99 GIFTS & AWARDS 375 EVENT COSTS 16,678 DONATIONS 18,604 SPONSORSHIP 4,968 MEALS 29 291 INSURANCE 935 TOTAL 94,867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 2,895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 13,617 13,617 LESS ACCUMULATED DEPRECIATION 13,617 13,617 TOTAL 0 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD BOCHENEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-26
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/AtSubmissionCreationDeviceId01CBBBFE2DCF44618D67E158B0AC5593D9B7528CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CBBBFE2DCF44618D67E158B0AC5593D9B7528CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.196.113.241
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:20:36
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/PreparationDt02018-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W HENRY O'CONNELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-31T10:20:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,581
Liabilities
-
Net assets
$245,581
Revenue
$185,916
Expenses
$169,317
Net income
$16,599
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