Civic Intelligence

Rotary Club of Duluth Harbortown

990 • Fiscal year 2014 • EIN 41-1633250

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 02, 2015

Organization ProfileWWW.HARBORTOWNROTARY.COM
130 W Superior StreetRoom/Suite 712Duluth, MN 55802

(218) 727-8030

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

29%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$66,409

Up $12,376 (+23%) from 2013

Net Assets

Up

$63,759

Up $21,441 (+51%) from 2013

Liabilities

Down

$2,650

Down $9,065 (-77%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin78th percentile

Revenue

Up

$119,553

Up $26,572 (+29%) from 2013

Expenses

Up

$98,113

Up $863 (+0.9%) from 2013

Net Income

Up

$21,440

Up $25,709 (+602%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150K$100K$50K$0Assets 2012: $56,517Liabilities 2012: $9,9302012Assets 2013: $54,033Liabilities 2013: $11,715Net Assets 2013: $42,3182013Assets 2014: $66,409Liabilities 2014: $2,650Net Assets 2014: $63,7592014Assets 2015: $94,889Liabilities 2015: $21,066Net Assets 2015: $73,8232015Assets 2016: $80,553Liabilities 2016: $6,718Net Assets 2016: $73,8352016Assets 2017: $75,527Liabilities 2017: $18,837Net Assets 2017: $56,6902017Assets 2018: $61,368Liabilities 2018: $385Net Assets 2018: $60,9832018Assets 2019: $46,066Liabilities 2019: $1,724Net Assets 2019: $44,3422019Assets 2020: $56,972Liabilities 2020: $5,158Net Assets 2020: $51,8142020Assets 2021: $103,006Liabilities 2021: $2,491Net Assets 2021: $100,5152021Assets 2022: $119,248Liabilities 2022: $1,401Net Assets 2022: $117,8472022Assets 2023: $75,428Liabilities 2023: $4,446Net Assets 2023: $70,9822023Assets 2024: $112,343Liabilities 2024: $31,194Net Assets 2024: $81,1492024Assets 2025: $107,451Liabilities 2025: $27,203Net Assets 2025: $80,2482025

Highlighted filing

2014

Assets$66,409
Liabilities$2,650
Net Assets$63,759
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $107,884Expenses 2012: $103,291Net Income 2012: $4,5932012Revenue 2013: $92,981Expenses 2013: $97,250Net Income 2013: -$4,2692013Revenue 2014: $119,553Expenses 2014: $98,113Net Income 2014: $21,4402014Revenue 2015: $109,887Expenses 2015: $99,823Net Income 2015: $10,0642015Revenue 2016: $110,394Expenses 2016: $110,382Net Income 2016: $122016Revenue 2017: $98,484Expenses 2017: $115,629Net Income 2017: -$17,1452017Revenue 2018: $104,947Expenses 2018: $100,654Net Income 2018: $4,2932018Revenue 2019: $100,006Expenses 2019: $116,647Net Income 2019: -$16,6412019Revenue 2020: $91,541Expenses 2020: $80,064Net Income 2020: $11,4772020Revenue 2021: $83,828Expenses 2021: $61,535Net Income 2021: $22,2932021Revenue 2022: $115,313Expenses 2022: $96,407Net Income 2022: $18,9062022Revenue 2023: $109,546Expenses 2023: $112,141Net Income 2023: -$2,5952023Revenue 2024: $106,521Expenses 2024: $107,703Net Income 2024: -$1,1822024Revenue 2025: $105,077Expenses 2025: $112,881Net Income 2025: -$7,8042025

Highlighted filing

2014

Revenue$119,553
Expenses$98,113
Net Income$21,440
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 2, 2015
Return Version
2013v4.0
Gross Receipts
$123,272
Mission and Program Overview

Mission

Harbortown rotary is a civic group holding various fund raising functions to provide for local and international service projects of rotary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,637$54,130▲ $8,493
Accounts Receivable$7,266$11,149▲ $3,883
Total Assets$54,033$66,409▲ $12,376
Other Assets Total$1,130$1,130→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,714$2,650▼ $9,064
Total Liabilities$11,714$2,650▼ $9,064
Net Assets / Fund Balance
Unrestricted Net Assets$42,319$63,759▲ $21,440
Total Net Assets Fund Balance$42,319$63,759▲ $21,440
Total Liabilities and Net Assets / Fund Balance$54,033$66,409▲ $12,376
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Chip JacobsPresident
Kevin AndersonPresident El
Brianna VujovichBoard
Dave SauerBoard
Greg WeglerBoard
James HoltonBoard
Jason YoungBoard
Jim GrubaBoard
John CronBoard
Keith KylmalaBoard
Kevin PetersonBoard
Pattie SauerBoard
Richard OaseBoard
Scott FisherBoard
Jan FournierAdmin. Assis
Pat FinneyPast Preside
Mitchell DiersSecretary
Steve LicariTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,991
Investment Income
$4
Other Revenue
$57,558
Change in Net Assets
$21,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,681
Salaries, Compensation, and Employee Benefits$11,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$14,976$2,499-$17,475
Other Expenses$10,665--$10,665
Other Salaries and Wages$10,550--$10,550
Insurance-$1,141-$1,141
Office Expenses-$1,069-$1,069
Payroll Taxes$882--$882
Total Functional Expenses$93,404$4,709$0$98,113
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,243
Fundraising Direct Expenses$3,719
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$61,243$61,243$3,719$57,524
Total Events$61,243$61,243$3,719$57,524
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

EIN
41-1633250
Phone
2187278030

Signing Officer

Name
Chip Jacobs
Title
President
Phone
2187278030
Signed
2015-03-02
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Mn
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Preparer
Steven S Licari
Phone
2187222226
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Vocational committee 5,032 0 0 herman's scholarship 3,600 0 0 club service 3,169 0 0 foundation - paul harris 2,200 0 0 website 0 653 0 credit card charges 0 639 0 miscellaneous 0 617 0 membership 585 0 0 bad debts 0 462 0 president's dinner 390 0 0 bank charges 0 68 0 gifts 0 60 0”

Raw XML Appendix376 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011714
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02650
IRS990/AccountsReceivableGrp/BOYAmt07266
IRS990/AccountsReceivableGrp/EOYAmt011149
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HARBORTOWN ROTARY IS A CIVIC GROUP HOLDING VARIOUS FUND RAISING FUNCTIONS TO PROVIDE FOR LOCAL AND INTERNATIONAL SERVICE PROJECTS OF ROTARY.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02499
IRS990/AllOtherExpensesGrp/ProgramServicesAmt014976
IRS990/AllOtherExpensesGrp/TotalAmt017475
IRS990/BooksInCareOfDetail/PersonNm0STEVEN LICARI
IRS990/BooksInCareOfDetail/PhoneNum02187222226
IRS990/BooksInCareOfDetail/USAddress/AddressLine10130 W SUPERIOR STREET STE 712
IRS990/BooksInCareOfDetail/USAddress/City0DULUTH
IRS990/BooksInCareOfDetail/USAddress/State0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode055802
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt045637
IRS990/CashNonInterestBearingGrp/EOYAmt054130
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04
IRS990/CYOtherExpensesAmt086681
IRS990/CYOtherRevenueAmt057558
IRS990/CYProgramServiceRevenueAmt061991
IRS990/CYRevenuesLessExpensesAmt021440
IRS990/CYSalariesCompEmpBnftPaidAmt011432
IRS990/CYTotalExpensesAmt098113
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0119553
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDRAISING FOR VARIOUS LOCAL CHARITABLE ORGANIZATIONS, MAINLY FOR YOUTH PROGRAMS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt074372
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0PAT FINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAN FOURNIER
IRS990/Form990PartVIISectionAGrp/PersonNm6GREG WEGLER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES HOLTON
IRS990/Form990PartVIISectionAGrp/PersonNm8PATTIE SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIANNA VUJOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH KYLMALA
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD OASE
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN CRON
IRS990/Form990PartVIISectionAGrp/PersonNm13JIM GRUBA
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVE SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm15MITCHELL DIERS
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE LICARI
IRS990/Form990PartVIISectionAGrp/PersonNm17CHIP JACOBS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5ADMIN. ASSIS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt03719
IRS990/FundraisingGrossIncomeAmt061243
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0123272
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01141
IRS990/InsuranceGrp/TotalAmt01141
IRS990/InvestmentIncomeGrp/ExclusionAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HARBORTOWN ROTARY IS A CIVIC GROUP HOLDING VARIOUS FUND RAISING FUNCTIONS TO PROVIDE FOR LOCAL AND INTERNATIONAL SERVICE PROJECTS OF ROTARY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt042319
IRS990/NetAssetsOrFundBalancesEOYAmt063759
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt057524
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01069
IRS990/OfficeExpensesGrp/TotalAmt01069
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01130
IRS990/OtherAssetsTotalGrp/EOYAmt01130
IRS990/OtherExpensesGrp/Desc0FIRESIDES MEALS
IRS990/OtherExpensesGrp/Desc1COMMUNITY SERVICE COM.
IRS990/OtherExpensesGrp/Desc2INTERNATIONAL COMMITTEE
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt024177
IRS990/OtherExpensesGrp/ProgramServicesAmt118154
IRS990/OtherExpensesGrp/ProgramServicesAmt214000
IRS990/OtherExpensesGrp/ProgramServicesAmt310665
IRS990/OtherExpensesGrp/TotalAmt024177
IRS990/OtherExpensesGrp/TotalAmt118154
IRS990/OtherExpensesGrp/TotalAmt214000
IRS990/OtherExpensesGrp/TotalAmt310665
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034
IRS990/OtherRevenueTotalAmt034
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010550
IRS990/OtherSalariesAndWagesGrp/TotalAmt010550
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0882
IRS990/PayrollTaxesGrp/TotalAmt0882
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061991
IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDING VARIOUS INTERNATIONAL ROTARY PROJECTS, EXCHANGE STUDENTS AND MODEL IN PARTICIPATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014000
IRS990/ProgSrvcAccomActy3Grp/Desc0VOCATIONAL PROGRAMS FOR YOUTH SUCH AS ESSAY CONTESTS, STUDENT ROTARIANS AND LEADERSHIP CAMP.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05032
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03600
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt081849
IRS990/PYOtherRevenueAmt039824
IRS990/PYProgramServiceRevenueAmt053155
IRS990/PYRevenuesLessExpensesAmt0-4269
IRS990/PYSalariesCompEmpBnftPaidAmt011801
IRS990/PYTotalExpensesAmt097250
IRS990/PYTotalRevenueAmt092981
IRS990/ReconcilationRevenueExpnssAmt021440
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061243
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING - O
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057524
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03719
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VOCATIONAL COMMITTEE 5,032 0 0 HERMAN'S SCHOLARSHIP 3,600 0 0 CLUB SERVICE 3,169 0 0 FOUNDATION - PAUL HARRIS 2,200 0 0 WEBSITE 0 653 0 CREDIT CARD CHARGES 0 639 0 MISCELLANEOUS 0 617 0 MEMBERSHIP 585 0 0 BAD DEBTS 0 462 0 PRESIDENT'S DINNER 390 0 0 BANK CHARGES 0 68 0 GIFTS 0 60 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054033
IRS990/TotalAssetsEOYAmt066409
IRS990/TotalAssetsGrp/BOYAmt054033
IRS990/TotalAssetsGrp/EOYAmt066409
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04709
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093404
IRS990/TotalFunctionalExpensesGrp/TotalAmt098113
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011714
IRS990/TotalLiabilitiesEOYAmt02650
IRS990/TotalLiabilitiesGrp/BOYAmt011714
IRS990/TotalLiabilitiesGrp/EOYAmt02650
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063759
IRS990/TotalProgramServiceExpensesAmt093404
IRS990/TotalProgramServiceRevenueAmt061991
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0119553
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054033
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt066409
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt042319
IRS990/UnrestrictedNetAssetsGrp/EOYAmt063759
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.HARBORTOWNROTARY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIP JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02187278030
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY CLUB OF DULUTH HARBORTOWN
ReturnHeader/Filer/BusinessName/BusinessNameLine20MN USA INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411633250
ReturnHeader/Filer/PhoneNum02187278030
ReturnHeader/Filer/USAddress/AddressLine10130 W SUPERIOR STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 712
ReturnHeader/Filer/USAddress/City0DULUTH
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411806729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LICARI LARSEN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10130 W SUPERIOR ST STE 712
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187222226
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI
ReturnHeader/ReturnTs02015-03-02T13:04:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,409
Liabilities
$2,650
Net assets
$63,759
Revenue
$119,553
Expenses
$98,113
Net income
$21,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$0.27$0.80$1.05$1.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.31$0.81$1.07$1.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.04$0.71$1.10$1.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$1.15$0.96$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.01$0.84$0.62$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.05$0.52$0.92$0.80$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$1.00$1.17$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.05$1.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.19$0.57$0.98$1.16$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.07$0.74$1.10$1.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.21$0.74$1.10$1.00$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.03$0.64$1.20$0.98$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.12$0.42$0.93$0.97$0.04
2012Summary only. Only limited summary data is available for this year.$0.57$0.10$1.08$1.03$0.05