Civic Intelligence

Sertoma Inc 10674 Gleneagle Sertoma Club

990EZ • Fiscal year 2020 • EIN 84-1032435

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2020

Organization ProfileN/A
13395 Voyager Pkwy Ste 130pmb 151Colorado Springs, CO 80921

(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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,233

Up $4,930 (+18%) from 2019

Net Assets

Up

$32,233

Up $4,930 (+18%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$46,109

Down $25,472 (-36%) from 2019

Expenses

Down

$41,179

Down $29,359 (-42%) from 2019

Net Income

Up

$4,930

Up $3,887 (+373%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$32,233
Liabilities-
Net Assets$32,233
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$46,109
Expenses$41,179
Net Income$4,930
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2020
Return Version
2019v5.0
Gross Receipts
$69,397
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$21,000$41,179
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT BARTONTreasurer-$0--
RON LUEBBENPresident-$0--
MARY OBENAUFSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$36,654$36,654-$36,654
Total Events$36,654$36,654-$36,654
Filing and Contact Details

Filer

Filer Name
Sertoma Inc
EIN
84-1032435
Phone
7196350440
Address
13395 VOYAGER PKWY STE 130PMB 151, COLORADO SPRINGS, CO 80921

Signing Officer

Name
Garrett Barton
Title
Treasurer
Phone
7195335396
Signed
2020-05-17

Preparer

Firm
Williams and Kopenhafer Pc
Address
5510 N UNION BLVD, COLORADO SPRINGS, CO 80918
Preparer
John M Kopenhafer
Phone
7196350440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: csppa fallen officer relief fund cash contribution: 10,000”

Form 990-ez, Part I, Line 16

“Expenses supplies and fees 6,541 conferences and meetings 2,016 weekly mtgs 4,452 christmas dinner 1,095 national heritage 2,265 awards and membership 995 insurance 698 insurance 434 dues 1,083 total 19,579”

Form 990-ez, Part II, Line 24

“King soupers coupons 1,250 0 total 1,250 0”

Form 990-ez, Part III

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

Raw XML Appendix164 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/PersonNm0GARRETT BARTON
IRS990EZ/BooksInCareOfDetail/PhoneNum07196350440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013395 VOYAGER PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0STE 130 PMB 151
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLORADO SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080921
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026053
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032233
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017320
IRS990EZ/CostOrOtherBasisExpenseSaleAmt01656
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04930
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032233
IRS990EZ/FundraisingGrossIncomeAmt049264
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0777
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021000
IRS990EZ/GrossReceiptsAmt069397
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0380
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032233
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032233
IRS990EZ/OccupancyRentUtltsAndMaintAmt0600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARRETT BARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RON LUEBBEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY OBENAUF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01250
IRS990EZ/OtherExpensesTotalAmt019579
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/GrantsAndAllocationsAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041179
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt02433
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021632
IRS990EZ/SpecialEventsNetIncomeLossAmt027632
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041179
IRS990EZ/TotalProgramServiceExpensesAmt041179
IRS990EZ/TotalRevenueAmt046109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04819
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01314
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt090635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0348866
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03401
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99180
IRS990ScheduleA/PublicSupportPY509Pct00.99310
IRS990ScheduleA/PublicSupportTotal509Amt0410076
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066584
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098151
IRS990ScheduleA/Total509Grp/TotalAmt0410076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099465
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0413477
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036654
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: CSPPA FALLEN OFFICER RELIEF FUND CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES AND FEES 6,541 CONFERENCES AND MEETINGS 2,016 WEEKLY MTGS 4,452 CHRISTMAS DINNER 1,095 NATIONAL HERITAGE 2,265 AWARDS AND MEMBERSHIP 995 INSURANCE 698 INSURANCE 434 DUES 1,083 TOTAL 19,579
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KING SOUPERS COUPONS 1,250 0 TOTAL 1,250 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RAISE FUNDS TO SUPPORT CHARITIES AND TO PROVIDE AND SUPPORT VARIOUS LOCAL ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARRETT BARTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07195335396
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERTOMA INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt010674 GLENEAGLE SERTOMA CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SERT
ReturnHeader/Filer/EIN0841032435
ReturnHeader/Filer/PhoneNum07196350440
ReturnHeader/Filer/USAddress/AddressLine1Txt013395 VOYAGER PKWY STE 130PMB 151
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080921
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840913616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS AND KOPENHAFER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05510 N UNION BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080918
ReturnHeader/PreparerPersonGrp/PhoneNum07196350440
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M KOPENHAFER
ReturnHeader/ReturnTs02021-05-17T22:32:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,233
Liabilities
-
Net assets
$32,233
Revenue
$46,109
Expenses
$41,179
Net income
$4,930
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