SERTOMA INC Aka James E Shepard Sertoma Inc
Nonprofit profile at a glance
- EIN
- 561425220
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2022
- Location
- Research Triangle Park, NC, USA
- Phone
- 9198098757
- Rating
- 38
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $22,474
- Expenses
- $23,174
- Assets
- $25,310
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Rosa Nolen (President)
People named in this filing
- Rosa Nolen (President)
- Michael Hughes (Secretary)
- Frank Edwards (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
James E Shepard Sertoma (SERvice TO MAnkind) Club is a service organization benefitting the local community, with a focus on the hearing disabled.
What it reported doing in 2024
1. $2,000 - Grant was made to the John Avery Boys and Girls Club of Durham, NC. The club serves nearly 150 at-risk kids with after-school classes and tutoring during the school year, and twice as many during the summer. 2. $2,000 - Grant was made to the Boys and Girls Clubs of Durham and Orange Counties. The club expanded, and now serves about 600 kids per year with the same after-school classes promoting character and leadership development, sports and fitness, health and life skills, and a STEM program. 3. $1,000 - Sponsored 2 children at Camp Sertoma (for kids with hearing/behavioral challenges). 4. $1,000 - To the Sertoma Annual Fund, which awards community grants for hearing-health related programs and projects. 5. $1,000 - Holiday Cheer Program - Club purchased gifts for 4 families for the Christmas holidays. 6. $100 - Presented hearing aid amplifiers to Durham Fire Station #18, to be used in emergency situations. 7. $208 - Held annual Black Heritage Breakfast at Antioch Baptist Church, serving about 150 people with a discussion of local desegregation efforts. 8. $500 - With United Campus Christian Ministry, supported the Student Transition Pantry at NCCU (food and toiletries); the pantry supports approximately 350 students. 9. Donation of $300 to the Positive Behavior Incentive Program at Lowes Grove Middle School, serving about 150 students.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 47
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -3.1%; rating input score 39; 39th percentile among comparable filings
- Total-asset coverage ratio: 1.09; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -107.1% per year; rating input score 0; 3rd percentile among comparable filings
- Revenue growth: 4.9% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: 10.2% per year; rating input score 100; 73rd percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 39/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.