Civic Intelligence

Rotary Club of Duluth Harbortown

990 • Fiscal year 2020 • EIN 41-1633250

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

Organization ProfileWWW.HARBORTOWNROTARY.COM
130 West Superior Street Suite 640Duluth, MN 55802

(218) 722-1161

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.06x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-8.5%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$56,972

Up $10,906 (+24%) from 2019

Net Assets

Up

$51,814

Up $7,472 (+17%) from 2019

Liabilities

Up

$5,158

Up $3,434 (+199%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin64th percentile

Revenue

Down

$91,541

Down $8,465 (-8.5%) from 2019

Expenses

Down

$80,064

Down $36,583 (-31%) from 2019

Net Income

Up

$11,477

Up $28,118 (+169%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$56,972
Liabilities$5,158
Net Assets$51,814
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$91,541
Expenses$80,064
Net Income$11,477
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.0
Gross Receipts
$109,641
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.

Harbortown rotary is a service club 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$38,403$46,643▲ $8,240
Accounts Receivable$6,178$9,368▲ $3,190
Land, Buildings, and Equipment, Net$1,485$961▼ $524
Total Assets$46,066$56,972▲ $10,906
Liabilities
Accounts Payable and Accrued Expenses$1,724$5,158▲ $3,434
Total Liabilities$1,724$5,158▲ $3,434
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$44,342$51,814▲ $7,472
Total Net Assets Fund Balance$44,342$51,814▲ $7,472
Total Liabilities and Net Assets / Fund Balance$46,066$56,972▲ $10,906

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$961$611$1,572
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Max HolmPresident
Charity JohnsonDirector
Christian KoellingDirector
Jeremy JeanetteDirector
Jerry KortesmakiDirector
Jinell AbernethyDirector
Karl EverettDirector
Lisa Mitchell-krocakDirector
Mehgan BlairDirector
Rob HaglinDirector
Scott SoderbergDirector
Tony HansenDirector
Rick CleathSecretary
Mark FredricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,680
Investment Income
$3
Other Revenue
$36,858
Change in Net Assets
$11,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,184
Salaries, Compensation, and Employee Benefits$14,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$16,698--$16,698
Other Salaries and Wages-$13,800-$13,800
Other Expenses$7,500--$7,500
Insurance-$1,312-$1,312
Payroll Taxes-$1,080-$1,080
Depreciation Depletion-$524-$524
Office Expenses-$221-$221
Total Functional Expenses$63,127$16,937$0$80,064
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,958
Fundraising Direct Expenses$18,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$53,958$53,958$18,100$35,858
Total Events$53,958$53,958$18,100$35,858
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 35% controlled entity
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

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Rotary Club of Duluth Harbortown
EIN
41-1633250
Phone
2187221161
Address
130 WEST SUPERIOR STREET SUITE 640, DULUTH, MN 55802

Signing Officer

Name
Mark Fredrickson
Title
Treasurer
Phone
2187221161
Signed
2020-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Max Holm
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
1

Preparer

Firm
Hansen House Company
Address
130 W SUPERIOR ST STE 640, DULUTH, MN 55802-2056
Preparer
Mark T Fredrickson
Phone
2187221161
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“New generations projects 6,111 0 0 president's dinner 2,574 0 0 paul harris foundation 1,800 0 0 hermans holm fund 1,800 0 0 club service 1,581 0 0 credit card processing 1,265 0 0 website 696 0 0 miscellaneous 364 0 0 membership expensees 309 0 0 gifts, flowers 166 0 0 postage 22 0 0 bank charges 10 0 0 total 16,698 0 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 524 change in board restricted funds -4,529 total -4,005”

Raw XML Appendix365 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/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0961
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0611
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01572
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0961
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053958
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035858
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEW GENERATIONS PROJECTS 6,111 0 0 PRESIDENT'S DINNER 2,574 0 0 PAUL HARRIS FOUNDATION 1,800 0 0 HERMANS HOLM FUND 1,800 0 0 CLUB SERVICE 1,581 0 0 CREDIT CARD PROCESSING 1,265 0 0 WEBSITE 696 0 0 MISCELLANEOUS 364 0 0 MEMBERSHIP EXPENSEES 309 0 0 GIFTS, FLOWERS 166 0 0 POSTAGE 22 0 0 BANK CHARGES 10 0 0 TOTAL 16,698 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE 524 CHANGE IN BOARD RESTRICTED FUNDS -4,529 TOTAL -4,005
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046066
IRS990/TotalAssetsEOYAmt056972
IRS990/TotalAssetsGrp/BOYAmt046066
IRS990/TotalAssetsGrp/EOYAmt056972
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016937
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063127
IRS990/TotalFunctionalExpensesGrp/TotalAmt080064
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01724
IRS990/TotalLiabilitiesEOYAmt05158
IRS990/TotalLiabilitiesGrp/BOYAmt01724
IRS990/TotalLiabilitiesGrp/EOYAmt05158
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044342
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051814
IRS990/TotalProgramServiceExpensesAmt063127
IRS990/TotalProgramServiceRevenueAmt054680
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055683
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091541
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056972
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.HARBORTOWNROTARY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK FREDRICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02187221161
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DULUTH HARBORTOWN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MN USA INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0411633250
ReturnHeader/Filer/PhoneNum02187221161
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 WEST SUPERIOR STREET SUITE 640
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EA4754727C66E3034320C4089D94C79E4751813
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EA4754727C66E3034320C4089D94C79E4751813
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:12:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411504359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANSEN HOUSE COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W SUPERIOR ST STE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0558022056
ReturnHeader/PreparerPersonGrp/PhoneNum02187221161
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK T FREDRICKSON
ReturnHeader/ReturnTs02020-11-05T07:12:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,972
Liabilities
$5,158
Net assets
$51,814
Revenue
$91,541
Expenses
$80,064
Net income
$11,477
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • <$500k nonprofits