Civic Intelligence

Sertoma Inc 10674 Gleneagle Sertoma Club

990EZ • Fiscal year 2016 • EIN 84-1032435

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A
PO Box 3171Monument, CO 80132

(719) 635-0440

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.5%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$38,298

Up $1,827 (+5.0%) from 2015

Net Assets

Up

$38,298

Up $1,827 (+5.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$40,698

Up $190 (+0.5%) from 2015

Expenses

Up

$38,871

Up $3,565 (+10%) from 2015

Net Income

Down

$1,827

Down $3,375 (-65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2011: $31,203Liabilities 2011: $02011Assets 2012: $34,872Liabilities 2012: $0Net Assets 2012: $34,8722012Assets 2013: $27,436Liabilities 2013: $0Net Assets 2013: $27,4362013Assets 2014: $31,269Net Assets 2014: $31,2692014Assets 2015: $36,471Net Assets 2015: $36,4712015Assets 2016: $38,298Net Assets 2016: $38,2982016Assets 2017: $38,508Net Assets 2017: $38,5082017Assets 2018: $26,260Net Assets 2018: $26,2602018Assets 2019: $27,303Net Assets 2019: $27,3032019Assets 2020: $32,233Net Assets 2020: $32,2332020Assets 2021: $53,132Liabilities 2021: $0Net Assets 2021: $53,1322021Assets 2022: $56,988Liabilities 2022: $0Net Assets 2022: $56,9882022Assets 2023: $53,883Liabilities 2023: $0Net Assets 2023: $53,8832023Assets 2024: $109,927Liabilities 2024: $0Net Assets 2024: $109,9272024Assets 2025: $96,595Liabilities 2025: $0Net Assets 2025: $96,5952025

Highlighted filing

2016

Assets$38,298
Liabilities-
Net Assets$38,298
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $38,773Expenses 2011: $35,053Net Income 2011: $3,7202011Revenue 2012: $39,085Expenses 2012: $35,416Net Income 2012: $3,6692012Revenue 2013: $42,561Expenses 2013: $49,997Net Income 2013: -$7,4362013Revenue 2014: $35,290Expenses 2014: $31,457Net Income 2014: $3,8332014Revenue 2015: $40,508Expenses 2015: $35,306Net Income 2015: $5,2022015Revenue 2016: $40,698Expenses 2016: $38,871Net Income 2016: $1,8272016Revenue 2017: $42,833Expenses 2017: $42,616Net Income 2017: $2172017Revenue 2018: $35,375Expenses 2018: $47,623Net Income 2018: -$12,2482018Revenue 2019: $71,581Expenses 2019: $70,538Net Income 2019: $1,0432019Revenue 2020: $46,109Expenses 2020: $41,179Net Income 2020: $4,9302020Revenue 2021: $61,420Expenses 2021: $40,521Net Income 2021: $20,8992021Revenue 2022: $50,596Expenses 2022: $46,740Net Income 2022: $3,8562022Revenue 2023: $67,472Expenses 2023: $70,577Net Income 2023: -$3,1052023Revenue 2024: $126,816Expenses 2024: $81,309Net Income 2024: $45,5072024Revenue 2025: $96,780Expenses 2025: $110,112Net Income 2025: -$13,3322025

Highlighted filing

2016

Revenue$40,698
Expenses$38,871
Net Income$1,827
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$99,465
Mission and Program Overview

Mission

Raise funds to support charities and to provide support to local organizations

Raise funds to support charities and to provide and support various local organizations

Program Services

DescriptionGrantsExpenses
SUPPORT LOCAL CHARITIES$20,043$38,871
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT BARTONPresident-$0--
JOE GRAYTreasurer-$0--
GLORIA MILHOANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$80,252$80,252$58,767$21,485
Total Events$80,252$80,252$58,767$21,485
Filing and Contact Details

Filer

Filer Name
Sertoma Inc
EIN
84-1032435
Phone
7196350440
Address
PO BOX 3171, MONUMENT, CO 80132

Signing Officer

Name
Garrett Barton
Title
President
Phone
7195994265
Signed
2016-11-15

Preparer

Firm
Williams and Kopenhafer Pc
Address
524 S CASCADE AVE STE 7, COLORADO SPRINGS, CO 80903-3934
Preparer
John M Kopenhafer
Phone
7196350440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies and fees 4,832 conferences and meetings 8,846 total 13,678”

Form 990-ez, Part II, Line 24

“King soupers coupons 1,000 1,250 total 1,000 1,250”

Form 990-ez, Part III

“Raise funds to support charities and to provide and support various local organizations”

Raw XML Appendix161 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/PersonNm0PATRICIA WHITE
IRS990EZ/BooksInCareOfDetail/PhoneNum07194605561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3171
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONUMENT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0703
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01827
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036471
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038298
IRS990EZ/FundraisingGrossIncomeAmt080252
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020043
IRS990EZ/GrossReceiptsAmt099465
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01314
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017196
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036471
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARRETT BARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GLORIA MILHOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01250
IRS990EZ/OtherExpensesTotalAmt013678
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE FUNDS TO SUPPORT CHARITIES AND TO PROVIDE AND SUPPORT VARIOUS LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038871
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058767
IRS990EZ/SpecialEventsNetIncomeLossAmt021485
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038871
IRS990EZ/TotalProgramServiceExpensesAmt038871
IRS990EZ/TotalRevenueAmt040698
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt097448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0296724
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03469
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99000
IRS990ScheduleA/PublicSupportPY509Pct00.99210
IRS990ScheduleA/PublicSupportTotal509Amt0342809
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098151
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038735
IRS990ScheduleA/Total509Grp/TotalAmt0342809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346278
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058767
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080252
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021485
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES AND FEES 4,832 CONFERENCES AND MEETINGS 8,846 TOTAL 13,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KING SOUPERS COUPONS 1,000 1,250 TOTAL 1,000 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RAISE FUNDS TO SUPPORT CHARITIES AND TO PROVIDE AND SUPPORT VARIOUS LOCAL ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARRETT BARTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07195994265
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERTOMA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt010674 GLENEAGLE SERTOMA CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SERT
ReturnHeader/Filer/EIN0841032435
ReturnHeader/Filer/PhoneNum07196350440
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3171
ReturnHeader/Filer/USAddress/CityNm0MONUMENT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840913616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS AND KOPENHAFER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0524 S CASCADE AVE STE 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0809033934
ReturnHeader/PreparerPersonGrp/PhoneNum07196350440
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M KOPENHAFER
ReturnHeader/ReturnTs02016-11-15T16:33:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,298
Liabilities
-
Net assets
$38,298
Revenue
$40,698
Expenses
$38,871
Net income
$1,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.97$1.10$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.27$0.81$0.46
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.67$0.71$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.51$0.47$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.61$0.41$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.46$0.41$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.72$0.71$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.35$0.48$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.43$0.43$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.41$0.39$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.41$0.35$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.35$0.31$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.43$0.50$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.39$0.35$0.04
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.39$0.35$0.04