Civic Intelligence

Sertoma Inc

990EZ • Fiscal year 2017 • EIN 23-7060885

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

PO Box 57643Tucson, AZ 85732

(520) 721-9295

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

3rd percentile

-209%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$28,481

Down $27,351 (-49%) from 2016

Net Assets

Down

$28,481

Down $27,351 (-49%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$13,062

Down $3,191 (-20%) from 2016

Expenses

Up

$40,413

Up $21,438 (+113%) from 2016

Net Income

Down

-$27,351

Down $24,629 (-905%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $77,242Net Assets 2012: $77,2422012Assets 2013: $65,468Net Assets 2013: $65,4682013Assets 2014: $59,192Net Assets 2014: $59,1922014Assets 2015: $58,554Net Assets 2015: $58,5542015Assets 2016: $55,832Net Assets 2016: $55,8322016Assets 2017: $28,481Net Assets 2017: $28,4812017Assets 2018: $17,185Net Assets 2018: $17,1852018

Highlighted filing

2017

Assets$28,481
Liabilities-
Net Assets$28,481

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $24,583Expenses 2012: $28,185Net Income 2012: -$3,6022012Revenue 2013: $19,598Expenses 2013: $31,372Net Income 2013: -$11,7742013Revenue 2014: $21,362Expenses 2014: $27,638Net Income 2014: -$6,2762014Revenue 2015: $19,030Expenses 2015: $19,668Net Income 2015: -$6382015Revenue 2016: $16,253Expenses 2016: $18,975Net Income 2016: -$2,7222016Revenue 2017: $13,062Expenses 2017: $40,413Net Income 2017: -$27,3512017Revenue 2018: $13,970Expenses 2018: $25,266Net Income 2018: -$11,2962018

Highlighted filing

2017

Revenue$13,062
Expenses$40,413
Net Income-$27,351
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$28,679
Mission and Program Overview

Mission

Charitable Service organization. Donating money to the needy and providing scholarships for deserving individuals in audiology research.

Program Services

DescriptionGrantsExpenses
Fundraising activities enabling the organization to donate money to the needy in, but not limited to, the Tucson area (ie Arizona Hands and Voices and Adult Loss of Hearing Association)benefitting hundreds of people.$15,617-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN COATSVice PresidentPT$0--
BETTY MASUNASPresidentPT$0--
REESOR WOODLINGTreasurerPT$0--
JOHN DEVINEChairman-$0--
LISA PETTITSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mnf$9,805$9,805$479$9,326
Lunches/banquets$5,889$5,889-$5,889
Total Events$20,883$20,883$15,617$5,266
Filing and Contact Details

Filer

Filer Name
Sertoma International
EIN
23-7060885
Phone
5207219295
Address
PO BOX 57643, TUCSON, AZ 85732

Signing Officer

Name
Reesor Woodling
Title
Treasurer
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Patricia Leitner CPA Pllc
Address
8825 E Speedway Blvd Ste 106, Tucson, AZ 85710
Preparer
Betty A SproulCPA
Phone
5206038748
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: UofA SPEECH HEARING AND LANGUAGE DEPT-RU | Donee's Address: PO BOX 210071 TUCSON AZ 85721 | Cash Amount Given: $16573

Grants and Similar Amounts Paid In Excess of $5,000.12

| Donee's Name: CLINICAS ALMAS & RESPLANDOR INTERNAT'L | Donee's Address: 2100 E 4TH STREET TUCSON AZ 85719 | Cash Amount Given: $5069

Other Expenses.1002

Office Expenses $585

Other Expenses.1007

Conferences, Conventions, and Meetings $1130

Other Expenses.1012

Insurance $346

Raw XML Appendix192 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/PersonNm0REESOR WOODLING
IRS990EZ/BooksInCareOfDetail/PhoneNum05207219295
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 57643
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085732
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028481
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03555
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27351
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028481
IRS990EZ/FundraisingGrossIncomeAmt020883
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033946
IRS990EZ/GrossReceiptsAmt028679
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03134
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028481
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028481
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN COATS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETTY MASUNAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REESOR WOODLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN DEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA PETTIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Service organization. Donating money to the needy and providing scholarships for deserving individuals in audiology research.
IRS990EZ/PrintingPublicationsPostageAmt0986
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fundraising activities enabling the organization to donate money to the needy in, but not limited to, the Tucson area (ie Arizona Hands and Voices and Adult Loss of Hearing Association)benefitting hundreds of people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015617
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015617
IRS990EZ/SpecialEventsNetIncomeLossAmt05266
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040413
IRS990EZ/TotalProgramServiceExpensesAmt015617
IRS990EZ/TotalRevenueAmt013062
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050740
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0382
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0382
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0917
IRS990ScheduleA/InvestmentIncomeCYPct00.01780
IRS990ScheduleA/InvestmentIncomePYPct00.02240
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98220
IRS990ScheduleA/PublicSupportPY509Pct00.97760
IRS990ScheduleA/PublicSupportTotal509Amt050740
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010616
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011273
IRS990ScheduleA/Total509Grp/TotalAmt050740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011655
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051657
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015617
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MNF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LUNCHES/BANQUETS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06370
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020883
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05266
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03668
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04147
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0479
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UofA SPEECH HEARING AND LANGUAGE DEPT-RU | Donee's Address: PO BOX 210071 TUCSON AZ 85721 | Cash Amount Given: $16573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: CLINICAS ALMAS & RESPLANDOR INTERNAT'L | Donee's Address: 2100 E 4TH STREET TUCSON AZ 85719 | Cash Amount Given: $5069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $1130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $346
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REESOR WOODLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERTOMA INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MIDTOWN SERTOMA CLUB OF TUCSON INC
ReturnHeader/Filer/BusinessNameControlTxt0SERT
ReturnHeader/Filer/EIN0237060885
ReturnHeader/Filer/PhoneNum05207219295
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 57643
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA LEITNER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08825 E Speedway Blvd Ste 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085710
ReturnHeader/PreparerPersonGrp/PhoneNum05206038748
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betty A SproulCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-07T12:15:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings