Civic Intelligence

Sertoma Inc 10095 Highlands Sertoma Club

990EZ • Fiscal year 2021 • EIN 51-0230284

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 07, 2021

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

0.48x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.08x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

18%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

65th percentile

19%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

28%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$58,830

Up $9,518 (+19%) from 2020

Net Assets

Up

$30,650

Up $4,718 (+18%) from 2020

Liabilities

Up

$28,180

Up $4,800 (+21%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin62nd percentile

Revenue

Up

$26,113

Up $5,662 (+28%) from 2020

Expenses

Down

$21,395

Down $2,526 (-11%) from 2020

Net Income

Up

$4,718

Up $8,188 (+236%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$58,830
Liabilities$28,180
Net Assets$30,650
Open 2021 Filing

Operations Trend

Revenue Growth66th 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

2021

Revenue$26,113
Expenses$21,395
Net Income$4,718
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 7, 2021
Return Version
2020v4.0
Gross Receipts
$80,827
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$16,258$16,292
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL BOTTITTAPresident-$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$71,876$71,876$52,277$19,599
Total Events$71,876$71,876$52,277$19,599
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
2021-10-07
Discuss with paid preparer
Yes

Preparer

Firm
WICKS BROWN WILLIAMS & CO CPA'S LLP
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 34 insurance 247 dues & subscriptions 3,737 licenses & taxes 61 member promotion 1,000 bank charges 58 total 5,137”

Form 990-ez, Part II, Line 24

“Accounts receivable 710 630 total 710 630”

Form 990-ez, Part II, Line 26

“Deferred revenue 23,380 28,180”

Form 990-ez, Part III

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

Raw XML Appendix154 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0PAUL BOTTITTA
CompensationExplanation/CompensationExplanationGrp/PersonNm1C MARK COX
CompensationExplanation/CompensationExplanationGrp/PersonNm2MIKE ZIMMERMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3CHARLES TAYLOR
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/BOYAmt048602
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058200
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04718
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058830
IRS990EZ/FundraisingGrossIncomeAmt075806
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016258
IRS990EZ/GrossReceiptsAmt080827
IRS990EZ/GroupExemptionNum05409
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05000
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025932
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030650
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025932
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL BOTTITTA
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/BOYAmt0710
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0630
IRS990EZ/OtherExpensesTotalAmt05137
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/GrantsAndAllocationsAmt016258
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016292
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054714
IRS990EZ/SpecialEventsNetIncomeLossAmt021092
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023380
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028180
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021395
IRS990EZ/TotalProgramServiceExpensesAmt016292
IRS990EZ/TotalRevenueAmt026113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0313980
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99500
IRS990ScheduleA/PublicSupportPY170Pct00.99530
IRS990ScheduleA/PublicSupportTotal170Amt015330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015330
IRS990ScheduleA/TotalSupportAmt015407
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052277
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071876
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019599
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052277
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt052277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 34 INSURANCE 247 DUES & SUBSCRIPTIONS 3,737 LICENSES & TAXES 61 MEMBER PROMOTION 1,000 BANK CHARGES 58 TOTAL 5,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 710 630 TOTAL 710 630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 23,380 28,180
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C MARK COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
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/PreparerFirmGrp/PreparerFirmEIN0591863867
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WICKS BROWN WILLIAMS & CO CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 S COMMERCE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEBRING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338703601
ReturnHeader/PreparerPersonGrp/PhoneNum08633821157
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C MARK COX
ReturnHeader/ReturnTs02021-10-12T09:03:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COX
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,830
Liabilities
$28,180
Net assets
$30,650
Revenue
$26,113
Expenses
$21,395
Net income
$4,718
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