Civic Intelligence

Rotary Club of Duluth Harbortown

990 • Fiscal year 2019 • EIN 41-1633250

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 15, 2020

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

70th percentile

0.04x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-25%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-4.7%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$46,066

Down $15,302 (-25%) from 2018

Net Assets

Down

$44,342

Down $16,641 (-27%) from 2018

Liabilities

Up

$1,724

Up $1,339 (+348%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin18th percentile

Revenue

Down

$100,006

Down $4,941 (-4.7%) from 2018

Expenses

Up

$116,647

Up $15,993 (+16%) from 2018

Net Income

Down

-$16,641

Down $20,934 (-488%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$46,066
Liabilities$1,724
Net Assets$44,342
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$100,006
Expenses$116,647
Net Income-$16,641
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 15, 2020
Return Version
2018v3.2
Gross Receipts
$116,106
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$49,234$38,403▼ $10,831
Accounts Receivable$11,004$6,178▼ $4,826
Land, Buildings, and Equipment, Net-$1,485-
Total Assets$61,368$46,066▼ $15,302
Other Assets Total$1,130--
Liabilities
Accounts Payable and Accrued Expenses$385$1,724▲ $1,339
Total Liabilities$385$1,724▲ $1,339
Net Assets / Fund Balance
Unrestricted Net Assets$60,983$44,342▼ $16,641
Total Net Assets Fund Balance$60,983$44,342▼ $16,641
Total Liabilities and Net Assets / Fund Balance$61,368$46,066▼ $15,302

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,485$87$1,572
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Christian KoellingPresident
Charity RuppBoard
Jerry KortesmakiBoard
Karl EverettBoard
Kerry LeiderBoard
Lisa Mitchell-krocakBoard
Mehgan BlairBoard
Mitchell DiersBoard
Pat FinneyBoard
Scott FisherBoard
Scott SoderbergBoard
Tony HansenBoard
Mark FredricksonTreasurer
Max HolmVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,750
Investment Income
$4
Other Revenue
$42,252
Change in Net Assets
$-16,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,271
Salaries, Compensation, and Employee Benefits$15,376
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$25,264$2,035-$27,299
Other Salaries and Wages-$13,750-$13,750
Other Expenses$11,939--$11,939
Office Expenses-$1,776-$1,776
Payroll Taxes-$1,626-$1,626
Insurance-$1,243-$1,243
Depreciation Depletion$87--$87
Total Functional Expenses$96,217$20,430$0$116,647
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,852
Fundraising Direct Expenses$16,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising - O$56,852$56,852$16,100$40,752
Total Events$56,852$56,852$16,100$40,752
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
Christian Koelling
Title
President
Phone
2187278030
Signed
2020-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christian Koelling
Formed
1984
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 24E

“Dues 11,388 0 0 herman's scholarship 3,600 0 0 foundation - paul harris 2,600 0 0 president's dinner 2,407 0 0 club service 2,231 0 0 miscellaneous 2,104 0 0 credit card charges 0 1,384 0 membership 693 0 0 website 0 647 0 gifts 241 0 0 bank charges 0 4 0 total 25,264 2,035 0”

Raw XML Appendix370 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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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING - O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056852
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040752
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016100
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES 11,388 0 0 HERMAN'S SCHOLARSHIP 3,600 0 0 FOUNDATION - PAUL HARRIS 2,600 0 0 PRESIDENT'S DINNER 2,407 0 0 CLUB SERVICE 2,231 0 0 MISCELLANEOUS 2,104 0 0 CREDIT CARD CHARGES 0 1,384 0 MEMBERSHIP 693 0 0 WEBSITE 0 647 0 GIFTS 241 0 0 BANK CHARGES 0 4 0 TOTAL 25,264 2,035 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt061368
IRS990/TotalAssetsEOYAmt046066
IRS990/TotalAssetsGrp/BOYAmt061368
IRS990/TotalAssetsGrp/EOYAmt046066
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096217
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0385
IRS990/TotalLiabilitiesEOYAmt01724
IRS990/TotalLiabilitiesGrp/BOYAmt0385
IRS990/TotalLiabilitiesGrp/EOYAmt01724
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060983
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044342
IRS990/TotalProgramServiceExpensesAmt096217
IRS990/TotalProgramServiceRevenueAmt057750
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100006
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061368
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046066
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt060983
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044342
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0130 W SUPERIOR STREET
IRS990/USAddress/CityNm0DULUTH
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055802
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.HARBORTOWNROTARY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIAN KOELLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02187278030
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-15
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/AtSubmissionFilingDeviceId00AABC77386ADB1373AA907E9DD66C92CDE8F5679
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.208.54.46
ReturnHeader/FilingSecurityInformation/IPDt02020-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:22:58
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/PreparationDt02020-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI CPA
ReturnHeader/ReturnTs02020-02-14T09:22:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,066
Liabilities
$1,724
Net assets
$44,342
Revenue
$100,006
Expenses
$116,647
Net income
-$16,641
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