Civic Intelligence

Rotary Club of Duluth Harbortown

990 • Fiscal year 2017 • EIN 41-1633250

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 31, 2017

Organization ProfileWWW.HARBORTOWNROTARY.COM
130 W Superior Street 712Duluth, MN 55802

(218) 727-8030

Siviq Scores

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

Liabilities / Assets

85th percentile

0.25x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

31st percentile

-6.2%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-11%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$75,527

Down $5,026 (-6.2%) from 2016

Net Assets

Down

$56,690

Down $17,145 (-23%) from 2016

Liabilities

Up

$18,837

Up $12,119 (+180%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin17th percentile

Revenue

Down

$98,484

Down $11,910 (-11%) from 2016

Expenses

Up

$115,629

Up $5,247 (+4.8%) from 2016

Net Income

Down

-$17,145

Down $17,157 (-142975%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$75,527
Liabilities$18,837
Net Assets$56,690
Open 2017 Filing

Operations Trend

Revenue Growth29th 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

2017

Revenue$98,484
Expenses$115,629
Net Income-$17,145
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$118,620
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$69,279$66,683▼ $2,596
Accounts Receivable$10,144$7,714▼ $2,430
Total Assets$80,553$75,527▼ $5,026
Other Assets Total$1,130$1,130→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,718$18,837▲ $12,119
Total Liabilities$6,718$18,837▲ $12,119
Net Assets / Fund Balance
Unrestricted Net Assets$73,835$56,690▼ $17,145
Total Net Assets Fund Balance$73,835$56,690▼ $17,145
Total Liabilities and Net Assets / Fund Balance$80,553$75,527▼ $5,026
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Mitchell DiersPresident
Christian KoellingPresident El
Charity RuppBoard
DON O'CONNORBoard
Heather SalferBoard
Jan FournierBoard
Jeremy JeannetteBoard
Jerry KortesmakiBoard
Karl EverettBoard
Keith KylmalaBoard
Kerry LeiderBoard
Kevin AndersonBoard
Lisa Mitchell-krocakBoard
Pat FinneyBoard
Potter NeustelBoard
Scott SoderbergBoard
Scott FisherPast Preside
Mehgan BlairSecretary
Chris JamesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,440
Investment Income
$6
Other Revenue
$37,038
Change in Net Assets
$-17,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,393
Salaries, Compensation, and Employee Benefits$12,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$18,443$2,222-$20,665
Other Salaries and Wages$11,345--$11,345
Other Expenses$10,897--$10,897
Insurance-$1,164-$1,164
Payroll Taxes$891--$891
Office Expenses-$247-$247
Total Functional Expenses$111,996$3,633$0$115,629
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,174
Fundraising Direct Expenses$20,136
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising - O$57,174$57,174$20,136$37,038
Total Events$57,174$57,174$20,136$37,038
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

Filer Name
Rotary Club of Duluth Harbortown
EIN
41-1633250
Phone
2187278030
Address
130 W SUPERIOR STREET 712, DULUTH, MN 55802

Signing Officer

Name
Mitchell Diers
Title
President
Phone
2187278030
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitchell Diers
Formed
1984
Legal Domicile
Mn
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Licari Larsen and Company
Address
130 W SUPERIOR ST STE 712, DULUTH, MN 55802
Preparer
Steven S Licari
Phone
2187222226
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“New generations 5,869 0 0 herman's scholarship 3,600 0 0 foundation - paul harris 3,200 0 0 club service 2,562 0 0 president's dinner 1,960 0 0 credit card charges 0 1,111 0 website 0 797 0 membership 779 0 0 gifts 473 0 0 miscellaneous 0 314 0 total 18,443 2,222 0”

Raw XML Appendix383 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.

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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061440
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061440
IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDING VARIOUS INTERNATIONAL ROTARY PROJECTS, EXCHANGE STUDENTS AND MODEL IN PARTICIPATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014690
IRS990/ProgSrvcAccomActy3Grp/Desc0VOCATIONAL PROGRAMS FOR YOUTH SUCH AS ESSAY CONTESTS, STUDENT ROTARIANS AND LEADERSHIP CAMP.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt098503
IRS990/PYOtherRevenueAmt046638
IRS990/PYProgramServiceRevenueAmt063750
IRS990/PYRevenuesLessExpensesAmt012
IRS990/PYSalariesCompEmpBnftPaidAmt011879
IRS990/PYTotalExpensesAmt0110382
IRS990/PYTotalRevenueAmt0110394
IRS990/ReconcilationRevenueExpnssAmt0-17145
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020136
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING - O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057174
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037038
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020136
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020136
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW GENERATIONS 5,869 0 0 HERMAN'S SCHOLARSHIP 3,600 0 0 FOUNDATION - PAUL HARRIS 3,200 0 0 CLUB SERVICE 2,562 0 0 PRESIDENT'S DINNER 1,960 0 0 CREDIT CARD CHARGES 0 1,111 0 WEBSITE 0 797 0 MEMBERSHIP 779 0 0 GIFTS 473 0 0 MISCELLANEOUS 0 314 0 TOTAL 18,443 2,222 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/TotalAssetsBOYAmt080553
IRS990/TotalAssetsEOYAmt075527
IRS990/TotalAssetsGrp/BOYAmt080553
IRS990/TotalAssetsGrp/EOYAmt075527
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06718
IRS990/TotalLiabilitiesEOYAmt018837
IRS990/TotalLiabilitiesGrp/BOYAmt06718
IRS990/TotalLiabilitiesGrp/EOYAmt018837
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073835
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056690
IRS990/TotalProgramServiceExpensesAmt0111996
IRS990/TotalProgramServiceRevenueAmt061440
IRS990/TotalRevenueGrp/ExclusionAmt06
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061440
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098484
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt080553
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt075527
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073835
IRS990/UnrestrictedNetAssetsGrp/EOYAmt056690
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 W 1ST STREET
IRS990/USAddress/CityNm0DULUTH
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055802
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.HARBORTOWNROTARY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL DIERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02187278030
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DULUTH HARBORTOWN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MN USA INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411633250
ReturnHeader/Filer/PhoneNum02187278030
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 W SUPERIOR STREET 712
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E74612C03A80587096DC8DF1C345BB3C1DA496A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E74612C03A80587096DC8DF1C345BB3C1DA496A2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411806729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LICARI LARSEN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W SUPERIOR ST STE 712
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187222226
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI
ReturnHeader/ReturnTs02017-11-08T16:59:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$75,527
Liabilities
$18,837
Net assets
$56,690
Revenue
$98,484
Expenses
$115,629
Net income
-$17,145
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