Civic Intelligence

Sertoma Inc 10095 Highlands Sertoma Club

990EZ • Fiscal year 2017 • EIN 51-0230284

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 16, 2017

Organization ProfileN/A
140 S Commerce AvenueSebring, FL 33870

(863) 382-1157

Siviq Scores

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

Liabilities / Assets

89th percentile

0.46x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

0.93x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

74%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$54,412

Up $23,075 (+74%) from 2016

Net Assets

Up

$29,132

Up $11,025 (+61%) from 2016

Liabilities

Up

$25,280

Up $12,050 (+91%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin88th percentile

Revenue

Up

$27,294

Up $406 (+1.5%) from 2016

Expenses

Down

$16,269

Down $2,484 (-13%) from 2016

Net Income

Up

$11,025

Up $2,890 (+36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $51,344Liabilities 2011: $14,4332011Assets 2012: $39,517Liabilities 2012: $12,038Net Assets 2012: $27,4792012Assets 2013: $19,410Net Assets 2013: $19,4102013Assets 2014: $25,735Liabilities 2014: $12,895Net Assets 2014: $12,8402014Assets 2015: $25,872Liabilities 2015: $15,900Net Assets 2015: $9,9722015Assets 2016: $31,337Liabilities 2016: $13,230Net Assets 2016: $18,1072016Assets 2017: $54,412Liabilities 2017: $25,280Net Assets 2017: $29,1322017Assets 2018: $63,601Liabilities 2018: $32,480Net Assets 2018: $31,1212018Assets 2019: $60,472Liabilities 2019: $31,070Net Assets 2019: $29,4022019Assets 2020: $49,312Liabilities 2020: $23,380Net Assets 2020: $25,9322020Assets 2021: $58,830Liabilities 2021: $28,180Net Assets 2021: $30,6502021Assets 2022: $58,893Liabilities 2022: $24,956Net Assets 2022: $33,9372022Assets 2023: $66,959Liabilities 2023: $42,032Net Assets 2023: $24,9272023Assets 2024: $52,536Liabilities 2024: $29,981Net Assets 2024: $22,5552024Assets 2025: $27,044Liabilities 2025: $3,326Net Assets 2025: $23,7182025

Highlighted filing

2017

Assets$54,412
Liabilities$25,280
Net Assets$29,132
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2011: $5,347Expenses 2011: $19,102Net Income 2011: -$13,7552011Revenue 2012: $19,744Expenses 2012: $29,176Net Income 2012: -$9,4322012Revenue 2013: $18,151Expenses 2013: $26,220Net Income 2013: -$8,0692013Revenue 2014: $20,835Expenses 2014: $27,405Net Income 2014: -$6,5702014Revenue 2015: $17,107Expenses 2015: $19,975Net Income 2015: -$2,8682015Revenue 2016: $26,888Expenses 2016: $18,753Net Income 2016: $8,1352016Revenue 2017: $27,294Expenses 2017: $16,269Net Income 2017: $11,0252017Revenue 2018: $21,174Expenses 2018: $19,185Net Income 2018: $1,9892018Revenue 2019: $25,090Expenses 2019: $26,809Net Income 2019: -$1,7192019Revenue 2020: $20,451Expenses 2020: $23,921Net Income 2020: -$3,4702020Revenue 2021: $26,113Expenses 2021: $21,395Net Income 2021: $4,7182021Revenue 2022: $18,504Expenses 2022: $15,217Net Income 2022: $3,2872022Revenue 2023: $29,950Expenses 2023: $34,710Net Income 2023: -$4,7602023Revenue 2024: $29,699Expenses 2024: $32,071Net Income 2024: -$2,3722024Revenue 2025: $31,239Expenses 2025: $30,076Net Income 2025: $1,1632025

Highlighted filing

2017

Revenue$27,294
Expenses$16,269
Net Income$11,025
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 16, 2017
Return Version
2016v3.0
Gross Receipts
$76,475
Mission and Program Overview

Mission

To provide help to area organizations that offer support and services to area children.

Program Services

DescriptionGrantsExpenses
TO HELP AREA ORGANIZATIONS OFFSET THE COST OF PROVIDING SUPPORT AND SERVICES TO AREA CHILDREN$12,009$12,250
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES P COXPresident-$0--
C MARK COXTreasurer-$0--
MIKE ZIMMERMANVice-Preside-$0--
CHARLES TAYLORSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$68,759$68,759$49,181$19,578
Total Events$68,759$68,759$49,181$19,578
Filing and Contact Details

Filer

Filer Name
Sertoma Inc
EIN
51-0230284
Address
140 S COMMERCE AVENUE, SEBRING, FL 33870

Signing Officer

Name
C Mark Cox
Title
Treasurer
Signed
2017-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Wicks Brown Williams & Co
Address
140 S COMMERCE AVENUE, SEBRING, FL 33870-3601
Preparer
C Mark Cox
Phone
8633821157
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 258 insurance 218 dues & subscriptions 3,678 licenses & taxes 61 members promotion 35 bank service charges 10 total 4,260”

Form 990-ez, Part II, Line 24

“Accounts receivable 355 1,120 prepaid expense 2,580 392 total 2,935 1,512”

Form 990-ez, Part II, Line 26

“Deferred revenue 13,230 25,280”

Form 990-ez, Part III

“To provide help to area organizations that offer support and services to area children.”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WICKS BROWN WILLIAMS & CO
IRS990EZ/BooksInCareOfDetail/PhoneNum08633821157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 S COMMERCE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEBRING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033870
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031337
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054412
IRS990EZ/FundraisingGrossIncomeAmt072559
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012009
IRS990EZ/GrossReceiptsAmt076475
IRS990EZ/GroupExemptionNum05409
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03900
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018107
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029132
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018107
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029132
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES P COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1C MARK COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02935
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01512
IRS990EZ/OtherExpensesTotalAmt04260
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HELP TO AREA ORGANIZATIONS THAT OFFER SUPPORT AND SERVICES TO AREA CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HELP AREA ORGANIZATIONS OFFSET THE COST OF PROVIDING SUPPORT AND SERVICES TO AREA CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012009
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049181
IRS990EZ/SpecialEventsNetIncomeLossAmt023378
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013230
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025280
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016269
IRS990EZ/TotalProgramServiceExpensesAmt012250
IRS990EZ/TotalRevenueAmt027294
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt076475
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99620
IRS990ScheduleA/PublicSupportPY170Pct00.99650
IRS990ScheduleA/PublicSupportTotal170Amt016470
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016470
IRS990ScheduleA/TotalSupportAmt016533
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049181
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068759
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019578
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049181
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt049181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 258 INSURANCE 218 DUES & SUBSCRIPTIONS 3,678 LICENSES & TAXES 61 MEMBERS PROMOTION 35 BANK SERVICE CHARGES 10 TOTAL 4,260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 355 1,120 PREPAID EXPENSE 2,580 392 TOTAL 2,935 1,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 13,230 25,280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE HELP TO AREA ORGANIZATIONS THAT OFFER SUPPORT AND SERVICES TO AREA CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C MARK COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERTOMA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt010095 HIGHLANDS SERTOMA CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SERT
ReturnHeader/Filer/EIN0510230284
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 S COMMERCE AVENUE
ReturnHeader/Filer/USAddress/CityNm0SEBRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033870
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0518B2D7840AE77E8110B21D7F0718BA5C7B7D0A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0518B2D7840AE77E8110B21D7F0718BA5C7B7D0A6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591863867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WICKS BROWN WILLIAMS & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 S COMMERCE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEBRING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338703601
ReturnHeader/PreparerPersonGrp/PhoneNum08633821157
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C MARK COX
ReturnHeader/ReturnTs02017-08-17T09:49:58-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,412
Liabilities
$25,280
Net assets
$29,132
Revenue
$27,294
Expenses
$16,269
Net income
$11,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.0$3.33$23.7$31.2$30.1$1.16
2024Detailed filing. Detailed filing data is available for this year.$52.5$30.0$22.6$29.7$32.1$2.37
2023Detailed filing. Detailed filing data is available for this year.$67.0$42.0$24.9$30.0$34.7$4.76
2022Detailed filing. Detailed filing data is available for this year.$58.9$25.0$33.9$18.5$15.2$3.29
2021Detailed filing. Detailed filing data is available for this year.$58.8$28.2$30.7$26.1$21.4$4.72
2020Detailed filing. Detailed filing data is available for this year.$49.3$23.4$25.9$20.5$23.9$3.47
2019Detailed filing. Detailed filing data is available for this year.$60.5$31.1$29.4$25.1$26.8$1.72
2018Detailed filing. Detailed filing data is available for this year.$63.6$32.5$31.1$21.2$19.2$1.99
2017Detailed filing. Detailed filing data is available for this year.$54.4$25.3$29.1$27.3$16.3$11.0
2016Detailed filing. Detailed filing data is available for this year.$31.3$13.2$18.1$26.9$18.8$8.14
2015Detailed filing. Detailed filing data is available for this year.$25.9$15.9$9.97$17.1$20.0$2.87
2014Detailed filing. Detailed filing data is available for this year.$25.7$12.9$12.8$20.8$27.4$6.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$19.4$18.2$26.2$8.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$12.0$27.5$19.7$29.2$9.43
2011Summary only. Only limited summary data is available for this year.$51.3$14.4$5.35$19.1$13.8