SERTOMA INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SERTOMA INC (EIN 43-6100232)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202211299349200046
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T09:55:19-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263297118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLLMEYER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3555 S CULPEPPER SUITE 200 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 658044222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436100232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERTOMA CLUB OF SPRINGFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERT | BusinessNameControlTxt |
| Phone | 4175025272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1538 S ENTERPRISE AVE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK BURLISON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4175025272 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICK | PersonFirstNm |
| Person Last | BURLISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S KOLLMEYER CPA | PreparerPersonNm |
| PTIN | P00925836 | PTIN |
| Phone | 4178819393 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.SPRINGFIELDSERTOMA.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $172,477 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $20,600 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $28,636 | MembershipDuesAmt |
| Investment Income | $98 | InvestmentIncomeAmt |
| Fundraising Gross Income | $97,643 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $58,250 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $39,393 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $25,500 | OtherRevenueTotalAmt |
| Total Revenue | $114,227 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $10,178 | GrantsAndSimilarAmountsPaidAmt |
| Occupancy Rent Utlts And Maint | $58,450 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $10,780 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $21,050 | OtherExpensesTotalAmt |
| Total Expenses | $100,458 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,769 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $52,753 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,522 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,103 | BOYAmt |
| EOY | $61,522 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,500 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,103 | BOYAmt |
| EOY | $69,022 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,350 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,753 | BOYAmt |
| EOY | $66,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO RAISE MONEY FOR THE BOYS AND GIRLS CLUB OF SPRINGFIELD MO | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| WE PROVIDED 27,090 IN DIRECT CONTRIBUTIONS TO THE BOYS AND GIRLS CLUBS OF SPRINGFIELD TO ASSIST IN THE FUNDING OF THE SERTOMA BOYS AND GIRLS CLUBS OF SPRINGFIELD. THE BOYS AND GIRLS CLUBS ARE COMMITTED TO ENABLING ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. THE BOYS AND GIRLS CLUBS OF SPRINGFIELD CATER TO OVER 1,400 KIDS IN THE SPRINGFIELD COMMUNITY. | $10,178 | $10,178 |
| THROUGH OUR SERTOMA BUILDING WE PROVIDED A MEETING ROOM SPACE FOR LOCAL SERTOMA CLUBS TO MEET, AS WELL AS OTHER LOCAL NON PROFIT ORGANIZATIONS TO HOST FUNDRAISERS. THE COST ASSOCIATED WITH OPERATING AND MAINTAINING THIS COMMUNITY BUILDING WAS 95,666 AND BENEFITED OVER 1,000 INDIVIDUALS. | ||
| OUR SERTOMA CLUB IS A SOCIAL NETWORK THAT PROVIDES AN OUTLET IN WHICH MEMBER CAN SOCIALIZE, MAKE BUSINESS CONNECTIONS, ALL WHILE GIVING BACK TO THE COMMUNITY. THROUGH OUR CLUB OPERATIONS, WE SPENT 29,762 IN EXPENSES TO BENEFIT CLUB OPERATIONS, AS WELL AS OUR CONTRIBUTIONS TO OUR INTERNATIONAL HEADQUARTERS. OUR TOTAL CLUB MEMBER COUNT WAS 115 INDIVIDUALS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,178 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICHARD PUCKETT | ||
| CHAIRMAN | 5.00 | $0 |
| JEREMY LUX | ||
| PRESIDENT | 5.00 | $0 |
| TRAVIS DELONG | ||
| VP | 5.00 | $0 |
| TRAVIS FENTEL | ||
| SECRETARY | 5.00 | $0 |
| NICK BURLISON | ||
| TREASURER | 5.00 | $0 |
| JOHN EVEREST | ||
| BOARD MEMBER | 2.00 | $0 |
| LEVI WILSON | ||
| BOARD MEMBER | 2.00 | $0 |
| KEN DUBERRY | ||
| BOARD MEMBER | 2.00 | $0 |
| SEAN CRAYTON | ||
| BOARD MEMBER | 2.00 | $0 |
| STEVE KRUSE | ||
| BOARD MEMBER | 2.00 | $0 |
| JEFF WHITE | ||
| BOARD MEMBER | 2.00 | $0 |
| JOHN ERRANTE | ||
| BOARD MEMBER | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLUB MANAGEMENT SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 E REPUBLIC ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178868606 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,600 | CurrentTaxYearAmt |
| Total | $163,651 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,877 | CurrentTaxYearAmt |
| Total | $588,234 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,027 | CurrentTaxYearMinus1YearAmt |
| Total | $19,955 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,477 | CurrentTaxYearAmt |
| Total | $771,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $771,840 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,645 | CurrentTaxYearMinus1YearAmt |
| Total | $4,420 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,645 | CurrentTaxYearMinus1YearAmt |
| Total | $4,420 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,625 | CurrentTaxYearMinus1YearAmt |
| Total | $19,349 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,477 | CurrentTaxYearAmt |
| Total | $795,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97010 | PublicSupportCY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | 19,349 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts Event1 | $97,643 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $97,643 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $58,250 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $97,643 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $97,643 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,250 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $58,250 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,393 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | SBA DISASTER RELIEF 25,500 TOTAL 25,500 |
| FORM 990-EZ, PART I, LINE 10 | NAME: VARIOUS ADDRESS: VARIOUS SPRINGFIELD, MO 65804 CASH CONTRIBUTION: 10,178 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 1,640 OFFICE 1,752 CONFERENCES/MEETINGS 14,293 INSURANCE 3,365 TOTAL 21,050 |
| FORM 990-EZ, PART II, LINE 24 | PLEDGES RECEIVABLE 0 7,500 TOTAL 0 7,500 |
| FORM 990-EZ, PART II, LINE 26 | DUE TO SERTOMA EVENT CENTER 2,350 2,500 |
| FORM 990-EZ, PART III, LINE 28 | WE PROVIDED 27,090 IN DIRECT CONTRIBUTIONS TO THE BOYS AND GIRLS CLUBS OF SPRINGFIELD TO ASSIST IN THE FUNDING OF THE SERTOMA BOYS AND GIRLS CLUBS OF SPRINGFIELD. THE BOYS AND GIRLS CLUBS ARE COMMITTED TO ENABLING ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. THE BOYS AND GIRLS CLUBS OF SPRINGFIELD CATER TO OVER 1,400 KIDS IN THE SPRINGFIELD COMMUNITY. |
| FORM 990-EZ, PART III, LINE 29 | THROUGH OUR SERTOMA BUILDING WE PROVIDED A MEETING ROOM SPACE FOR LOCAL SERTOMA CLUBS TO MEET, AS WELL AS OTHER LOCAL NON PROFIT ORGANIZATIONS TO HOST FUNDRAISERS. THE COST ASSOCIATED WITH OPERATING AND MAINTAINING THIS COMMUNITY BUILDING WAS 95,666 AND BENEFITED OVER 1,000 INDIVIDUALS. |
| FORM 990-EZ, PART III, LINE 30 | OUR SERTOMA CLUB IS A SOCIAL NETWORK THAT PROVIDES AN OUTLET IN WHICH MEMBER CAN SOCIALIZE, MAKE BUSINESS CONNECTIONS, ALL WHILE GIVING BACK TO THE COMMUNITY. THROUGH OUR CLUB OPERATIONS, WE SPENT 29,762 IN EXPENSES TO BENEFIT CLUB OPERATIONS, AS WELL AS OUR CONTRIBUTIONS TO OUR INTERNATIONAL HEADQUARTERS. OUR TOTAL CLUB MEMBER COUNT WAS 115 INDIVIDUALS. |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (12 entries)
| RICHARD PUCKETT |
| JEREMY LUX |
| TRAVIS DELONG |
| TRAVIS FENTEL |
| NICK BURLISON |
| JOHN EVEREST |
| LEVI WILSON |
| KEN DUBERRY |
| SEAN CRAYTON |
| STEVE KRUSE |
| JEFF WHITE |
| JOHN ERRANTE |