Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2020 • EIN 41-1814414
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Assets
Down$207,483
Down $1,405 (-0.7%) from 2019
Net Assets
Down$207,483
Down $1,405 (-0.7%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$25,634
Down $5,462 (-18%) from 2019
Expenses
Up$22,000
Up $10,000 (+83%) from 2019
Net Income
Down$3,634
Down $15,462 (-81%) from 2019
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.
| Description | Grants | Expenses |
|---|---|---|
| THE CORPORATION PROVIDED 12,000 IN SCHOLARSHIPS, 2,000 EACH TO SIX INDIVIDUALS, DURING THE YEAR. | - | $12,000 |
| THE ORGANIZATION PROVIDED FUNDS FOR NONPROFIT ORGANIZATIONS WORKING AT THE LAKE SUPERIOR DRAGON BOAT FESTIVAL HELD IN AUGUST 2019 AND ORGANIZED BY THREE ROTARY CLUBS IN THE DULUTH MN AND SUPERIOR WI AREA. | - | $10,000 |
| 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 | - | - |
| DANIEL HOLM | Director | - | $0 | - | - |
“Expenses scholarships 12,000 to various nonprofits 10,000 total 22,000”
“Change in fmv of investments -5,039”
“Due from harbortown rotary club 0 3,135 total 0 3,135”
“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.”
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 | 208888 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 204348 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 11800 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3634 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 208888 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 207483 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 13561 |
| IRS990EZ/GrossReceiptsAmt | 0 | 30688 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5327 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 208888 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 207483 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 208888 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 207483 |
| 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/AverageHrsPerWkDevotedToPosRt | 7 | 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/CompensationAmt | 7 | 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/PersonNm | 7 | DANIEL HOLM |
| 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/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3135 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -5039 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 22000 |
| 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: 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE CORPORATION PROVIDED 12,000 IN SCHOLARSHIPS, 2,000 EACH TO SIX INDIVIDUALS, DURING THE YEAR. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE ORGANIZATION PROVIDED FUNDS FOR NONPROFIT ORGANIZATIONS WORKING AT THE LAKE SUPERIOR DRAGON BOAT FESTIVAL HELD IN AUGUST 2019 AND ORGANIZED BY THREE ROTARY CLUBS IN THE DULUTH MN AND SUPERIOR WI AREA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 10000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 5054 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 8507 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 22000 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 22000 |
| IRS990EZ/TotalRevenueAmt | 0 | 25634 |
| 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 THE CHARITABLE INTENTIONS OF THE PARTICIPANTS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | FUNDRAISING REVENUES 44,585 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | MUCH OF THE FUNDRAISING REVENUE IS FROM THE CHARITABLE INTENTIONS OF THE PARTICIPANTS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | MUCH OF THE FUNDRAISING REVENUE IS FROM THE CHARITABLE INTENTIONS OF THE PARTICIPANTS. |
| 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 | 11800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8975 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 24375 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 5327 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7117 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7331 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 19775 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 13561 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 15155 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 15869 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 44585 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.27470 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.21660 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 24375 |
| IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 11800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8975 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 24375 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 88735 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES SCHOLARSHIPS 12,000 TO VARIOUS NONPROFITS 10,000 TOTAL 22,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN FMV OF INVESTMENTS -5,039 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DUE FROM HARBORTOWN ROTARY CLUB 0 3,135 TOTAL 0 3,135 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | 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 | 2020-09-02 |
| 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 | 2020-09-02 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:25:38 |
| 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 | 2020-09-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GREG GOLDMAN |
| ReturnHeader/ReturnTs | 0 | 2020-09-02T16:25:38-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.