Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Duluth Harbortown Rotary Charitable Foundation
990EZ • Fiscal year 2019 • EIN 41-1814414
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Balance Sheet
Assets
Up$208,888
Up $19,096 (+10%) from 2018
Net Assets
$208,888
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$31,096
Up $5,527 (+22%) from 2018
Expenses
Flat$12,000
Flat from 2018
Net Income
Up$19,096
Up $5,527 (+41%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- May 14, 2020
- Return Version
- 2018v3.2
- Gross Receipts
- $37,374
Mission and Program Overview
Mission
The corporation is created and organized exclusively for charitable and educational purposes including, for such purposes: 1 - establishing a scholarship fund to provide scholarships and educational assistance to students from high schools within the cities of duluth and silver bay, minnesota, for purposes of post-secondary education and technical training at accredited institutions of higher learning. 2 - providing for basic human needs and assisting individuals and communities in need through various funding, volunteering, and service projects.
The corporation is created and organized exclusively for charitable and educational purposes including, for such purposes, establishing a scholarship fund to provide scholarships and educational assistance to students from high schools within the cities of duluth and silver bay, minnesota, for purposes of post-secondary education and technical training at accredited institutions of higher learning, and of meeting basic human needs and assisting individuals and communities in need through various funding, volunteering, and service projects.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE CORPORATION PROVIDED 12,000 IN SCHOLARSHIPS, 2,000 EACH TO SIX INDIVIDUALS, DURING THE YEAR. | - | $12,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SCOTT FISHER | President | - | $0 | - | - |
| JUHL HALVORSON | Secretary | - | $0 | - | - |
| GREG GOLDMAN | Treasurer | - | $0 | - | - |
| JINELL ABERNATHY | Director | - | $0 | - | - |
| JEREMY JEANNETTE | Director | - | $0 | - | - |
| JAMES WHEELER | Director | - | $0 | - | - |
| CRAIG CARLSON | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Golf Out | $15,155 | $15,155 | $6,278 | $8,877 |
| Total Events | $15,155 | $15,155 | $6,278 | $8,877 |
Filing and Contact Details
Filer
- Filer Name
- Duluth Harbortown Rotary Charitable
- EIN
- 41-1814414
- Phone
- 2187278030
- Address
- 200 W FIRST ST, DULUTH, MN 55802
Signing Officer
- Name
- Greg Goldman
- Title
- Treasurer
- Phone
- 2187278030
- Signed
- 2020-05-14
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Kolquist Seitz & Goldman LLC
- Address
- 130 W SUPERIOR ST STE 926, DULUTH, MN 55802-2056
- Preparer
- Greg Goldman
- Phone
- 2187278030
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses scholarships 12,000 total 12,000”
Form 990-ez, Part III
“The corporation is created and organized exclusively for charitable and educational purposes including, for such purposes, establishing a scholarship fund to provide scholarships and educational assistance to students from high schools within the cities of duluth and silver bay, minnesota, for purposes of post-secondary education and technical training at accredited institutions of higher learning, and of meeting basic human needs and assisting individuals and communities in need through various funding, volunteering, and service projects.”
Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | GREG GOLDMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2187278030 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 130 W SUPERIOR ST SUITE 926 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DULUTH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55802 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 189792 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 208888 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 8975 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19096 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 189792 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 208888 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 15155 |
| IRS990EZ/GrossReceiptsAmt | 0 | 37374 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 13244 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 189792 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 208888 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 189792 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 208888 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SCOTT FISHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JUHL HALVORSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GREG GOLDMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JINELL ABERNATHY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JEREMY JEANNETTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JAMES WHEELER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CRAIG CARLSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12000 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE CORPORATION IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, FOR SUCH PURPOSES, ESTABLISHING A SCHOLARSHIP FUND TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE TO STUDENTS FROM HIGH SCHOOLS WITHIN THE CITIES OF DULUTH AND SILVER BAY, MINNESOTA, FOR PURPOSES OF POST-SECONDARY EDUCATION AND TECHNICAL TRAINING AT ACCREDITED INSTITUTIONS OF HIGHER LEARNING, AND OF MEETING BASIC HUMAN NEEDS AND ASSISTING INDIVIDUALS AND COMMUNITIES IN NEED THROUGH VARIOUS FUNDING, VOLUNTEERING, AND SERVICE PROJECTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE CORPORATION PROVIDED 12,000 IN SCHOLARSHIPS, 2,000 EACH TO SIX INDIVIDUALS, DURING THE YEAR. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 6278 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 8877 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 12000 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12000 |
| IRS990EZ/TotalRevenueAmt | 0 | 31096 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/FactsAndCircumstancesTestTxt | 0 | MUCH OF THE FUNDRAISING REVENUE IS FROM CHARITABLE INTENT. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | FUNDRAISING REVENUES 15,869 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | MUCH OF THE FUNDRAISING REVENUE IS FROM CHARITABLE INTENT. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | MUCH OF THE FUNDRAISING REVENUE IS FROM CHARITABLE INTENT. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART II, LINE 17A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | PART II, LINE 17B |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 8975 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 12575 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 7117 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7331 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 14448 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 15155 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 15869 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 31024 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.21660 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.13430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 12575 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 8975 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 12575 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 58047 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 6278 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ANNUAL GOLF OUT |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15155 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 15155 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15155 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 15155 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 8877 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 6278 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 6278 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES SCHOLARSHIPS 12,000 TOTAL 12,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE CORPORATION IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, FOR SUCH PURPOSES, ESTABLISHING A SCHOLARSHIP FUND TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE TO STUDENTS FROM HIGH SCHOOLS WITHIN THE CITIES OF DULUTH AND SILVER BAY, MINNESOTA, FOR PURPOSES OF POST-SECONDARY EDUCATION AND TECHNICAL TRAINING AT ACCREDITED INSTITUTIONS OF HIGHER LEARNING, AND OF MEETING BASIC HUMAN NEEDS AND ASSISTING INDIVIDUALS AND COMMUNITIES IN NEED THROUGH VARIOUS FUNDING, VOLUNTEERING, AND SERVICE PROJECTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GREG GOLDMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2187278030 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DULUTH HARBORTOWN ROTARY CHARITABLE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DULU |
| ReturnHeader/Filer/EIN | 0 | 411814414 |
| ReturnHeader/Filer/PhoneNum | 0 | 2187278030 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 200 W FIRST ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DULUTH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55802 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 1769CF56F075796A7C74A89823D2A4D7466CD0C1 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 1769CF56F075796A7C74A89823D2A4D7466CD0C1 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 64.83.206.250 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-05-14 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:11:16 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 273408302 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KOLQUIST SEITZ & GOLDMAN LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 130 W SUPERIOR ST STE 926 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | DULUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 558022056 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2187278030 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GREG GOLDMAN |
| ReturnHeader/ReturnTs | 0 | 2020-05-14T15:11:16-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $208,888
- Liabilities
- -
- Net assets
- $208,888
- Revenue
- $31,096
- Expenses
- $12,000
- Net income
- $19,096