Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 42,114 | 40,490 | 32,373 | 56,538 | 38,973 | 210,488 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 0 | 2,428 | 19,740 | 14,604 | 16,706 | 53,478 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 0 | 0 | 0 | 0 | 0 | 0 |
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | 0 | 0 | 0 | 0 | 0 |
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | 0 | 0 | 0 | 0 | 0 |
| 6 | Total. Add lines 1 through 5 | 42,114 | 42,918 | 52,113 | 71,142 | 55,679 | 263,966 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | 0 | 0 | 0 | 0 | |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | 0 | 0 | 0 | 0 | |
| c | Add lines 7a and 7b.. | 0 | 0 | 0 | 0 | 0 | 0 |
| 8 | Public support. (Subtract line 7c from line 6.) | 263,966 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 42,114 | 42,918 | 52,113 | 71,142 | 55,679 | 263,966 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 0 | 0 | 0 | 0 | 0 | 0 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | 0 | 0 | 0 | 0 | 0 |
| c | Add lines 10a and 10b. | 0 | 0 | 0 | 0 | 0 | 0 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 0 | 0 | 0 | 0 | 0 | 0 |
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 0 | 0 | 0 | 0 | 0 | 0 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 42,114 | 42,918 | 52,113 | 71,142 | 55,679 | 263,966 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|
| Software ID: | 24021167 |
| Software Version: | v1.00 |
| Return Reference | Explanation |
|---|---|
| Form 990-EZ, Part I, Line 10 | The following data is entered by Date, the Source and Amount in $ of the Grant or Scholarship: 07/09/2024 Quarterly Dues to Sertoma, Inc. 715.00 07/15/2024 Serteens Club Sponsorship Fee and Club Dues Sertoma Inc Kansas MO 375.00 07/22/2024 Scholarship grant Serteen Joshua Au - Univ. of HI 1900.00 08/12/2024 Scholarship grant Serteen Maddax Tsuchiya - Univ. of HI 2000.00 10/08/2024 Sertoma Annual Fund Donation 1000.00 10/11/2024 Quarterly Dues to Sertoma, Inc. 767.50 01/14/2025 Quarterly Dues to Sertoma, Inc. 650.00 02/26/2025 Audibles Hearing Charities Kansas MO 200.00 04/30/2025 Quarterly Dues to Sertoma, Inc. 650.00 06/26/2025 Scholarship grant Serteen Isabella Puzon UCLA 2400.00 |
| Form 990-EZ, Part I, Line 16 | Other expenses include Online Banking fees from First Hawaiian Bank ($5.99 per month x 12 months) = $71.88 Program Service Expenses include all fees and charges incurred to perform the charitable mission of Honolulu Sertoma and its sponsorship of the youth group, the George B. Carter Serteens Club of Hawaii. Here is an itemization of all financial transactions incurred during the fiscal year for the Program Services Expenses of the Honolulu Sertoma Club organized by date, expense detail and $ amount paid: Row Labels Sum of Amount 2024 14426.9 7/6/2024 2.98 PayPal fee 2.98 7/8/2024 150.58 Serteens Waiahole Plant Nursery Service Project -Bento 150.58 7/9/2024 10.44 PayPal fee 10.44 7/10/2024 1.49 PayPal fee 1.49 7/11/2024 0 PayPal fee 0 7/12/2024 259.69 Glody Joy Smith - LC 2024 tuition refund 75 KMC 2024 Cottington Trust reimbursement 183.2 PayPal fee 1.49 7/15/2024 1614.33 KMC 2024 Cottington Trust reimbursement 1614.33 7/16/2024 2225 Leadership Camp 2024 - Giv Camp Mokuleia Waialua HI 2225 7/17/2024 10.31 Serteens President supplies reimbursement 10.31 7/19/2024 1.49 PayPal fee 1.49 7/22/2024 54.4 KMC 2024 Cottington Trust reimbursement 54.4 7/27/2024 3.07 PayPal fee 3.07 7/28/2024 13.92 PayPal fee 13.92 7/29/2024 11.53 PayPal fee 11.53 7/31/2024 1172.85 Leadership Camp 2024 - Ground Transport I Kapolei HI 612 Leadership Camp 2024 - supplies and equipment reimb. 560.85 8/3/2024 0.89 PayPal fee 0.89 8/6/2024 0.89 PayPal fee 0.89 8/14/2024 3.48 PayPal fee 3.48 8/23/2024 1.49 PayPal fee 1.49 8/27/2024 1.49 PayPal fee 1.49 8/28/2024 0 PayPal fee 0 9/13/2024 0.89 PayPal fee 0.89 9/20/2024 6282.72 KMC 2025 - Arnotts Lodge Hilo HI Maunakea Charter 6282.72 9/22/2024 12.83 PayPal fee 12.83 9/23/2024 3.48 PayPal fee 3.48 9/24/2024 182.98 PayPal fee 2.98 Serteens Bowling Social 180 9/27/2024 1.49 PayPal fee 1.49 9/30/2024 1000 KMC 2025 Airline Deposit Hawaiian Honolulu HI 1000 10/2/2024 3.48 PayPal fee 3.48 10/6/2024 2.98 PayPal fee 2.98 10/10/2024 1.49 PayPal fee 1.49 10/11/2024 407 Liability Insurance Premiums - Sertoma Inc Kansasmo 407 10/14/2024 2.48 PayPal fee 2.48 10/17/2024 12.56 Serteens VPOP Speaker lei 12.56 10/19/2024 1.49 PayPal fee 1.49 10/23/2024 19.84 PayPal fee 19.84 10/24/2024 10.92 PayPal fee 10.92 10/26/2024 2.48 PayPal fee 2.48 10/27/2024 20.73 PayPal fee 20.73 10/28/2024 2.48 PayPal fee 2.48 10/29/2024 227.48 KMC 2025 Airline Deposit Hawaiian Honolulu HI 225 PayPal fee 2.48 10/30/2024 2.48 PayPal fee 2.48 11/2/2024 2.48 PayPal fee 2.48 11/4/2024 25 KMC 2025 Airline Deposit Hawaiian Honolulu HI 25 11/9/2024 3.48 PayPal fee 3.48 11/18/2024 50 State of Hawaii - Dept of Atty General Charities Division fee 50 11/23/2024 1.49 PayPal fee 1.49 11/27/2024 1.49 PayPal fee 1.49 11/28/2024 2.48 PayPal fee 2.48 12/3/2024 3.97 PayPal fee 3.97 12/10/2024 12 State of Hawaii - filing fee 12 12/17/2024 520 Appreciation Banquet 2025 - Natsunoya Tea House deposit Honolulu HI 300 Serteens VPOP Social - Kapolei Inline Kapolei HI. 220 12/24/2024 2.98 PayPal fee 2.98 12/27/2024 1.49 PayPal fee 1.49 12/28/2024 29.82 PayPal fee 29.82 12/29/2024 21.16 PayPal fee 21.16 12/31/2024 6.46 PayPal fee 6.46 2025 43189.45 1/1/2025 6.46 PayPal fee 6.46 1/2/2025 13.81 PayPal fee 13.81 1/6/2025 2.98 PayPal fee 2.98 1/10/2025 1.49 PayPal fee 1.49 1/12/2025 28.92 PayPal fee 28.92 1/17/2025 10229.6 KMC 2025 airfare Hawaiian Honolulu HI 10229.6 1/19/2025 7.65 PayPal fee 7.65 1/21/2025 2670.53 KMC 2025 airfare Hawaiian Honolulu HI 2661.4 PayPal fee 9.13 1/22/2025 5.56 PayPal fee 5.56 1/24/2025 1024.16 Jotform Inc San CA 204 KMC 2025 - Robert's Hawaii school bus 814 PayPal fee 6.16 1/26/2025 3.07 PayPal fee 3.07 2/5/2025 807.04 KMC 2025 - supplies and equipment reimbursement 807.04 2/13/2025 500 KMC 2025 - supplies and equipment 500 2/14/2025 1266.56 KMC 2024 Cottington Trust reimbursement 519.41 KMC 2025 - KTA Super Stores - bento 475.76 KMC 2025 - KTA Super Stores - supplies and equipment 271.39 2/18/2025 191.94 KMC 2025 - Foodland supplies and equipment 46.42 KMC 2025 - KTA Super Stores supplies and equipment 39.04 KMC 2025 - Longs Drugs supplies and equipment 49.16 KMC 2025 - Minit Stop Gas for van 57.32 2/19/2025 13066.46 KMC 2025 - Hawaii Volcanoes National Park Entrance Fees Hawaii HI 375 KMC 2025 - Kilauea Military Camp Lodging Hawaii HI 12423.6 KMC 2025 - Pizza Hut supplies and equipment 267.86 2/20/2025 691.98 KMC 2025 - Bowling Lanes Hawaii HI 20 KMC 2025 - Enterprise van 619.62 KMC 2026 - Arnotts Lodge Hilo HI deposit 52.36 2/21/2025 4979.59 KMC 2025 - Cottington Trust reimbursement 1619.59 KMC 2026 - Kilauea Military Camp Deposit Lodging Hawaii HI 3360 2/23/2025 1.49 PayPal fee 1.49 2/25/2025 1883.71 KMC 2025 - airfare reimbursement 144.59 KMC 2025 - supplies and equipment 924.79 KMC 2025 - supplies and equpment 287.59 KMC 2025 - van reimbursement 526.74 2/26/2025 90.05 KMC 2025 - supplies and equpment 90.05 2/27/2025 1.49 PayPal fee 1.49 3/16/2025 9.43 PayPal fee 9.43 3/17/2025 1.29 PayPal fee 1.29 3/18/2025 6.45 PayPal fee 6.45 3/19/2025 3.87 PayPal fee 3.87 3/21/2025 1.29 PayPal fee 1.29 3/22/2025 1.29 PayPal fee 1.29 3/23/2025 11.12 PayPal fee 11.12 3/24/2025 5.56 PayPal fee 5.56 3/25/2025 214.07 Appreciation Banquet 2025 supplies and equipment 214.07 3/26/2025 2.98 PayPal fee 2.98 3/27/2025 4.86 PayPal fee 4.86 3/29/2025 1.29 PayPal fee 1.29 3/30/2025 1.29 PayPal fee 1.29 3/31/2025 1164.96 KMC 2025 - Cottington Trust reimbursement 1164.96 4/1/2025 1080 Appreciation Banquet 2025 - Natsunoya Tea Houshonolulu HI 1080 4/3/2025 3.5 Annual Statement filing fee Higov Hawaiipymt Honolulu Sertoma 3.5 4/6/2025 2.98 PayPal fee 2.98 4/10/2025 1.49 PayPal fee 1.49 4/15/2025 151.84 Appreciation Banquet 2025 - M P Lei Shop Honoluluhi 151.84 4/16/2025 1157.58 Appreciation Banquet 2025 - Natsunoya Tea House 1157.58 4/18/2025 8.8 KMC 2025 - supplies and equipment reimbursement 8.8 4/19/2025 1.49 PayPal fee 1.49 4/21/2025 143.99 Appreciation Banquet 2025 - reimbursement 143.99 4/24/2025 143.99 Serteens Officers Retreat - reimbursement 143.99 4/29/2025 277.98 Serteens Officers Retreat - reimbursement 277.98 4/30/2025 108.54 Appreciation Banquet 2025 - reimbursement 108.54 5/12/2025 165.54 KMC 2025 - supplies and equipment reimbursement 165.54 5/20/2025 316.17 Serteens Officers Retreat - Papa John's 97.74 State of HI DCCA Electronic Payment Business Registration 51 Zoom.com 167.43 5/21/2025 368.17 Sertoma Equipment projector - Amazon 368.17 5/22/2025 0 PayPal fee 0 5/23/2025 3.97 PayPal fee 3.97 5/25/2025 12.4 PayPal fee 12.4 5/26/2025 2.48 PayPal fee 2.48 5/27/2025 288.58 PayPal fee 3.97 Serteens Officers Retreat - reimbursement 284.61 5/28/2025 2.48 PayPal fee 2.48 5/29/2025 2.48 PayPal fee 2.48 6/8/2025 4.96 PayPal fee 4.96 6/11/2025 3.48 PayPal fee 3.48 6/17/2025 2.48 PayPal fee 2.48 6/18/2025 2.48 PayPal fee 2.48 6/19/2025 3.48 PayPal fee 3.48 6/22/2025 11.92 PayPal fee 11.92 6/23/2025 4.96 PayPal fee 4.96 6/24/2025 5.46 PayPal fee 5.46 6/27/2025 1.49 PayPal fee 1.49 Grand Total Program Services Expenses: $57616.35 |
| Software ID: | 24021167 |
| Software Version: | v1.00 |