SERTOMA INC: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SERTOMA INC (EIN 45-6013604)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-14
IRS object ID
201603199349200025
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-14T08:30:33-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450310328PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRADY MARTZ & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 848AddressLine1Txt
CityMINOTCityNm
State AbbreviationNDStateAbbreviationCd
ZIP587020848ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456013604EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SERTOMA INTERNATIONAL MINOT SERTOMABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSERTBusinessNameControlTxt
Phone7018520196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1183AddressLine1Txt
CityMINOTCityNm
State AbbreviationNDStateAbbreviationCd
ZIP58702ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAL LIENPersonNm
Person TitleTREASURER - BOARD OF DIRECTORSPersonTitleTxt
Phone7018520196PhoneNum
Signature2016-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICK AWALT CPAPreparerPersonNm
PTINP00019836PTIN
Phone7018520196PhoneNum
Preparation2016-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Group Exemption5409GroupExemptionNum
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.MINOTSERTOMA.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$138,096GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$26,265MembershipDuesAmt
Fundraising Gross Income$111,224FundraisingGrossIncomeAmt
Special Events Direct Expenses$31,942SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$79,282SpecialEventsNetIncomeLossAmt
Other Revenue Total$607OtherRevenueTotalAmt
Total Revenue$106,154TotalRevenueAmt
Grants And Similar Amounts Paid$34,102GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,490FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,637PrintingPublicationsPostageAmt
Other Expenses Total$42,022OtherExpensesTotalAmt
Total Expenses$79,251TotalExpensesAmt
Excess Or Deficit For Year$26,903ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$17,458NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$44,361NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$3,451BOYAmt
EOY$25,970EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$14,007BOYAmt
EOY$18,391EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,458BOYAmt
EOY$44,361EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$17,458BOYAmt
EOY$44,361EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE FUNDS TO ADVANCE SPEECH AND HEARING SERVICES PROVIDED TO THE COMMUNITYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
DUES AND FUNDRAISING EVENTS PROVIDE FUNDS TO ADVANCE SPEECH AND HEARING SERVICES PROVIDED TO THE COMMUNITY$0$18,082
TO PROVIDE FUNDS TO ADVANCE THE PROMOTION OF HERITAGE AND YOUTH RELATED ACTIVITIES IN THE COMMUNITY$0$33,853
FieldValueIRS element (for citing)
Total Program Service Expenses$51,935TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BROCK DESLAURIERS
PRESIDENT5.00$0$0$0
AL LIEN
TREASURER4.00$0$0$0
SUSAN STEWART
SECRETARY2.00$0$0$0
TAWNYA BERSDORF
PRESIDENT ELECT1.00$0$0$0
AMBER ALEXANDER
1ST VICE PRESIDENT1.00$0$0$0
JEREMY BECKER
2ND VICE PRESIDENT1.00$0$0$0
JOSH WHEELER
SGT-AT-ARMS1.00$0$0$0
LYNDSAY ULRICKSON
CHAIR1.00$0$0$0
KEVIN TERNES
DIRECTOR1.00$0$0$0
JAY KLABUNDE
DIRECTOR1.00$0$0$0
KATHLEEN WHITE
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AL LIENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1183AddressLine1Txt
CityMINOTCityNm
State AbbreviationNDStateAbbreviationCd
ZIP587021183ZIPCd
FieldValueIRS element (for citing)
Phone7018524646PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,311CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,416CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,559CurrentTaxYearMinus1YearAmt
Current Tax Year$26,265CurrentTaxYearAmt
Total$197,931TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,472CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,398CurrentTaxYearMinus1YearAmt
Current Tax Year$50,663CurrentTaxYearAmt
Total$199,998TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,182CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,888CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$77,957CurrentTaxYearMinus1YearAmt
Current Tax Year$76,928CurrentTaxYearAmt
Total$397,929TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$397,929PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25CurrentTaxYearMinus1YearAmt
Current Tax Year$18CurrentTaxYearAmt
Total$161TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25CurrentTaxYearMinus1YearAmt
Current Tax Year$18CurrentTaxYearAmt
Total$161TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,460CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,677CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,086CurrentTaxYearMinus1YearAmt
Current Tax Year$350CurrentTaxYearAmt
Total$16,118TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,680CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,068CurrentTaxYearMinus1YearAmt
Current Tax Year$77,296CurrentTaxYearAmt
Total$414,208TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96070PublicSupportCY509Pct
Public Support PY5090.96330PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1XMAS IN THE PARKEvent1Nm
Gross Receipts Event1$50,663GrossReceiptsEvent1Amt
Gross Revenue Event1$50,663GrossRevenueEvent1Amt
Other Direct Expenses Event1$12,342OtherDirectExpensesEvent1Amt
Event2BEERFESTEvent2Nm
Gross Receipts Event2$27,940GrossReceiptsEvent2Amt
Gross Revenue Event2$27,940GrossRevenueEvent2Amt
Other Direct Expenses Event2$19,196OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$32,621GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$32,621GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$404OthDirectExpnssOtherEventsAmt
Gross Receipts Total$111,224GrossReceiptsTotalAmt
Gross Revenue Total Events$111,224GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$31,942OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$31,942DirectExpenseSummaryEventsAmt
Net Income Summary$79,282NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST INCOME. AMOUNT: 18. DESCRIPTION: OTHER INCOME. AMOUNT: 589. TOTAL TO FORM 990-EZ, LINE 8: 607.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: SERTOMA INTERNATIONAL. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 6,575.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: SERTOMA NORTH DAKOTA DISTRICT. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,600. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 8,175.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: MSU FOUNDATION. GRANTEE ADDRESS: 500 UNIVERSITY AVE W MINOT, ND 58701. AMOUNT GIVEN: 15,750.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: SERTOMA. GRANTEE ADDRESS: 1912 E MEYER BLVD KANSAS CITY, MO 64132. AMOUNT GIVEN: 2,900.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: NORTHERN LIGHTS COUNCIL. GRANTEE ADDRESS: 615 S BROADWAY SUITE L7 MINOT, ND 58701. AMOUNT GIVEN: 300.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: REHAB SERVICES, INC.. GRANTEE ADDRESS: 420 3RS ST SW MINOT, ND 58701. AMOUNT GIVEN: 400.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: COMPANIONS FOR CHILDREN. GRANTEE ADDRESS: 308 2ND AVE SW #7 MINOT, ND 58701. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: ND HANDS AND VOICES. GRANTEE ADDRESS: PO BOX 5734 FARGO, ND 58105. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: GERALD ROSIE. GRANTEE ADDRESS: 2811 11TH ST SE MINOT, ND 58701. AMOUNT GIVEN: 592.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: CHILDRENS ADVOCACY CENTER. GRANTEE ADDRESS: 300 3RD AVE SW MINOT, ND 58701. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: MINOT CHAMBER OF COMMERCE. GRANTEE ADDRESS: PO BOX 940 MINOT, ND 58702. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: ND CENTER FOR PERSONS WITH DIABILITIES. GRANTEE ADDRESS: 500 UNIVERSITY AVE W MINOT, ND 58707. AMOUNT GIVEN: 1,800.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: SOURIS VALLEY UNITED WAY. GRANTEE ADDRESS: 1941 4TH ST SW MINOT, ND 58701. AMOUNT GIVEN: 120.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: MINOT ZOO CREW. GRANTEE ADDRESS: PO BOX 538 MINOT, ND 58702. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: NATIONAL STUDENT SPEECH LANGUAGE HEARING. GRANTEE ADDRESS: 500 UNIVERSITY AVE W MINOT, ND 58707. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: MINOT PARK DISTRICT. GRANTEE ADDRESS: PO BOX 538 MINOT, ND 58702. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: WESTERN PLAINS OPERA. GRANTEE ADDRESS: 500 UNIVERSITY AVE W MINOT, ND 58707. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: FLOWER BOX INC. GRANTEE ADDRESS: PO BOX 422 MINOT, ND 58702. AMOUNT GIVEN: 65. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,927.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ACTIVITIES. AMOUNT: 1,032. DESCRIPTION: MEALS. AMOUNT: 19,906. DESCRIPTION: INSURANCE. AMOUNT: 695. DESCRIPTION: MISCELLANEOUS. AMOUNT: 326. DESCRIPTION: CONVENTION. AMOUNT: 1,981. DESCRIPTION: SPEECH & HEARING PROJECTS. AMOUNT: 18,082. TOTAL TO FORM 990-EZ, LINE 16: 42,022.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS REVEIVABLE. BEG. OF YEAR AMOUNT: 3,847. END OF YEAR AMOUNT: 8,231. DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 2,188. END OF YEAR AMOUNT: 2,188. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 7,972. END OF YEAR AMOUNT: 7,972.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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