Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2021 • 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
76th percentile
Higher net margin than 76% 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
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
Assets
Up$268,129
Up $60,646 (+29%) from 2020
Net Assets
Up$268,129
Up $60,646 (+29%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$29,628
Up $3,994 (+16%) from 2020
Expenses
Down$20,000
Down $2,000 (-9.1%) from 2020
Net Income
Up$9,628
Up $5,994 (+165%) from 2020
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 |
|---|---|---|
| DURING THE YEAR THE ORGANIZATION PROVIDED 10,000 IN SCHOLARSHIPS, 2,000 EACH, TO FIVE COMMUNITY MINDED DESERVING INDIVIDUALS. | - | $10,000 |
| THE ORGANIZATION PROVIDED FUNDS FOR VARIOUS COMMUNITY SERVICE PROJECTS AND TO VARIOUS NONPROFIT ORGANIZATIONS SELECTED BY THE HARBORTOWN ROTARY COMMUNITY SERVICE COMMITTEE. | - | $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 for college 10,000 community service rotary 10,000 total 20,000”
“Change in fmv of investments 51,019”
“Due from harbortown rotary club 3,135 0 total 3,135 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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | SCOTT FISHER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | JUHL HALVORSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | GREG GOLDMAN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | JINELL ABERNATHY |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | JEREMY JEANNETTE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | JAMES WHEELER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | CRAIG CARLSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | DANIEL HOLM |
| 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 | 204347 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 268129 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 16670 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9628 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 207482 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 268129 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 13710 |
| IRS990EZ/GrossReceiptsAmt | 0 | 34862 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4482 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 207482 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 268129 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 207482 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 268129 |
| 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/BOYAmt | 0 | 3135 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 51019 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20000 |
| 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 | DURING THE YEAR THE ORGANIZATION PROVIDED 10,000 IN SCHOLARSHIPS, 2,000 EACH, TO FIVE COMMUNITY MINDED DESERVING INDIVIDUALS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE ORGANIZATION PROVIDED FUNDS FOR VARIOUS COMMUNITY SERVICE PROJECTS AND TO VARIOUS NONPROFIT ORGANIZATIONS SELECTED BY THE HARBORTOWN ROTARY COMMUNITY SERVICE COMMITTEE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 10000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 5234 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 8476 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 20000 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 20000 |
| IRS990EZ/TotalRevenueAmt | 0 | 29628 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | ANNUAL GOLF OUTING 36,439 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 16670 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8975 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3600 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 41045 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 4482 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 5327 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7117 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7331 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 24257 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 8476 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8507 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8877 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10579 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 36439 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.40340 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.27470 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 41045 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 16670 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8975 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3600 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 41045 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 101741 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES SCHOLARSHIPS FOR COLLEGE 10,000 COMMUNITY SERVICE ROTARY 10,000 TOTAL 20,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN FMV OF INVESTMENTS 51,019 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DUE FROM HARBORTOWN ROTARY CLUB 3,135 0 TOTAL 3,135 0 |
| 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 | 2022-09-23 18:48:47Z |
| 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 | 2022-04-19 |
| 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/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 | 2022-04-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GREG GOLDMAN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2022-04-19T11:07:53-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | GREG |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GOLDMAN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.