501(c)(4).
IRS code ruling for nonprofit "Social Welfare Organizations."
Exemption provided to Sertoma clubs under Sertoma
group exemption number 1940.
501(c)(3). IRS code ruling for nonprofit
"Charitable Organizations." Exemption provided
to Sertoma clubs under Sertoma group exemption
number 3134.
ACCOUNTS PAYABLE. Money owed to an individual
or organization but not yet paid.
ACCOUNTS RECEIVABLE. Money owed to the
club by an individual or an organization but not yet received.
ADOPT-AN-AGENCY PROGRAM. A partnership
between a Sertoma club and a nonprofit hearing and speech
facility, also known as an Affiliate.
AFFILIATE. Affiliates include hearing
and speech centers, speech pathologists and audiology
clinics, departments at universities and hospitals, schools
for the deaf, speech, language and hearing associations,
deaf service centers, school districts, etc.
AMBASSADOR. Sertoman who accepts the
full responsibility for building a new Sertoma club and
guiding it through its first year in SERvice TO MAnkind.
Generally referred to as BANC Ambassador.
AUDIT. A review of the club's records
and bank accounts by either an internal club committee
or an outside individual.
AWARDS. In Sertoma, we call them incentives.
Special recognition is available to every individual member,
club, some club officers, as well as to leaders at the
District level.
BANC. The primary growth process: Build
a New Club. Special program through which Sertoma is shared
with other communities.
BANNER. The club banner is displayed
at all Sertoma functions. It identifies the club and underscores
its greater relationship to an organization.
Medallion awards are affixed to a club's awards
banner. The club's sergeant-at-arms is custodian
of the banners. Division leaders each have
their own banner.
BOARD OF DIRECTORS. A group of individuals
elected to set policy for a club or for Sertoma.
At the club level, it includes the officers and directors.
Generally, the board meets monthly. The
Board is composed of the Executive Committee and the
Director representing each of the seven Regions. This
Board meets three times annually.
BOARD OF TRUSTEES. The special group
of volunteers elected at the Convention
to set policy and raise funds on behalf of the Sertoma
Foundation.
BOILER PLATE. Ready-to-print copy, detailed
standard wording to use repeatedly.
BOND. An insurance certificate purchased
by the club to cover the activities of the club board
of directors in monetary decisions.
BUDGET. A formal written projection of
all revenues and expenses for the club during the fiscal
year.
BULLETIN. Bulletins are published regularly
by each club, often weekly. Each edition contains a wealth
of information of interest to members and about the club.
District Governors also publish newsletters, generally
monthly, to keep their clubs up to date on what is happening.
BYLAWS. The Bylaws are those provisions
that govern the structure and organization at the
and club level.
CERTIFIED TRAINER (CT). A designation
acquired by certain Sertomans who have been certified
by the organization and who share their talents in presenting
the leadership development program.
CAPITAL COSTS. The cost of purchasing
an item that will last for more than one year.
CHARITABLE PURPOSE. The justification
for being granted a 501(c)(3) exemption – for Sertoma
our efforts to increase philanthropy (giving)
in the communities we serve.
CHARITABLE REVENUE. Monies raised by
the club through solicitation of support to fund charitable
and/or exempt purpose. Would include support/gifts that
are deductible (cash gifts – some event proceeds)
and non-deductible (sale of goods – some event proceeds)
to the donor. See the fundraising section for more information.
CHARTER. Certificate which officially
recognizes the club and authorizes it to operate under
the Sertoma name.
CHARTER MEMBER. The men and women who
play a vital role in forming a new club. Applies only
to a new club.
CLUB LEADERSHIP CONFERENCE (CLC). Conducted
annually in July by the newly elected club president to
set in motion goals and objectives — a plan of action
for the year.
CODE OF ETHICS. Document which establishes
parameters for membership, designed to encourage high
ethical standards of excellence.
COLLEGIATE SERTOMA CLUB. Sertoma organization
for college students.
COMMUNICATIVE DISORDERS. Speech, language
and hearing disorders. Sertoma's primary service
project is assisting the more than 50 million people with
speech, hearing and language disorders.
COMMUNITY SERVICE MATCHING GRANTS. Grants
of up to $5,000 are available to clubs for approved community
service projects.
CONSTITUTION. Official statement, which
sets forth the specific direction and course of action
for Sertoma. Amendable only at the Convention.
CONVENTIONS. Annual meetings at which
leaders are formally elected and the business of the organization
are conducted. Conventions are held at the
and Division levels. District Conventions are a part of
the Regional Convention.
CO-OP. (SERTOMA AFFILIATE PURCHASING COOPERATIVE).
Partnership, which makes available to Affiliates hearing
aids, batteries and equipment at special rates.
DELEGATE. The voting representative of
each Sertoma club in good standing.
DIRECT EXPENSES. The direct costs related
to a fundraiser or club programs.
DISTRICT CABINET. A "team"
of leaders appointed by the Governor to oversee and assist
in the administration and growth of the District. The
team includes a number of leaders, each one assigned a
leadership portfolio.
DISTRICT GOVERNOR (DG). Leader of a group
of Sertoma clubs in a specific geographical area. Elected
at the District Convention for a two-year term.
DISTRICT LEADERSHIP CONFERENCE (DLC).
The District Leadership Conference, conducted by the incoming
Governor, is a special training program for incoming club
officers. This event sets the tone for the year for the
District and its clubs.
DIVISION. A group or grouping of clubs
as defined by the Board of Directors as a means to administer
and regulate the programs and services of Sertoma and
its clubs. Currently, the Divisions include Regions and
Districts.
DUES. Money collected by the club from
members to cover the operations of the club and per-member
obligations to Sertoma and its Divisions.
EARNED REVENUE. Monies earned by the
club from non-charitable sources that can be used for
operational needs of the club or for the exempt or charitable
purpose. Examples include dues or payments for services/labor
provided by the club for a fee.
EIN. A number assigned to the club by
the IRS when the club is formed. This is used on bank
accounts and to link the club to Sertoma
group tax exemptions. Separate EIN numbers are required
for each exemption.
EXEMPT PURPOSE. The justification for
being granted a 501)(c)(4) exemption- for Sertoma
our efforts to provide service (volunteerism) in the communities
we serve.
EXECUTIVE COMMITTEE. The primary officers/leaders
of Sertoma International: the President,
Chairman of the Board, President Elect,
Vice President and the Treasurer.
Clubs also have an executive committee, which includes
the elected officers.
EXECUTIVE DIRECTOR. Chief operating officer
of the organization. Implements organizational policies.
Manages professional staff at Headquarters.
Also administers the business of the Sertoma Foundation.
FALL DISTRICT CONFERENCE (FDC). The Fall
District Conference is conducted in the fall. Club leaders
come together to renew their goals for the year and to
ensure that all objectives are on target for the current
administrative year. This conference is optional to the
District.
FINES. Monetary assessments imposed upon
members by the Sergeant-at-Arms in the spirit of fellowship.
FIRST-TIMERS. Term used to designate
new members and most specifically applied to individuals
attending their first Sertoma function, other than at
the club level.
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FISCAL
YEAR. Sertoma and all clubs operate
under the same official calendar: July 1 through June
30.
FORM 990/990EZ. Required IRS form that
must be filed if club's fiscal year gross revenue
exceeds $25,000 for either or both EIN numbers.
FOUNDATION DISTRICT REPRESENTATIVE (FDR).
The Foundation District Representative is to promote the
Sertoma Foundation and the sponsorship programs, and is
appointed by the Foundation in consultation with the District
Governor.
FOUNDERS. Dr. Charles W. Allen, Dr. George
W. Smith and Publisher William Rowe formed the Stand Together
Club on April 11, 1912. It eventually became Sertoma.
FREEDOM WEEK. The week in February during
which President's Day is observed in the United
States. Event provides focal point for celebration of
National Heritage by U.S. Clubs.
FUNDRAISERS. The primary revenue source
for every club; necessary for an organization to plan
and carry out its local sponsorships.
GEM. The Good Enthusiastic Member Award is presented to
a Sertoman who satisfies basic membership expectations
in the new member's first year of service.
GEMHUNT. A fast-start membership program
designed to encourage a club to record a six-member net
increase during each quarter of any administrative year.
GOVERNING DOCUMENTS. Official statements
that define the parameters of operation for the organization
at the and club level. More commonly known
as the Constitution, Bylaws and Policy Statements.
HEADQUARTERS. Sertoma's
Headquarters is located at 1912 East Meyer Boulevard,
Kansas City, Missouri 64132-1174. Telephone number: (816)
333-8300. Fax number (816) 333-4320. Help Line (800) 5WE-JOIN
(593-5646) and (877) SERTOMA (737-8662). E-mail: infosertoma@sertomahq.org.
Web site: www.sertoma.org.
HEARING & SPEECH. Major focus for
Sertoma sponsorships. Also referred to as communicative
disorders.
INDIRECT EXPENSES. The expense to the
club to run a fundraiser or club activity that is not
directly accountable to one specific function or activity.
CONVENTION. Annual meeting
held in July to elect Officers, conduct
Sertoma business, consider constitutional amendments and
share Sertoma fellowship.. Also includes leadership and
personal development training workshops.
DIRECTOR (ID). Board member
elected at the Regional Convention. Serves a two-year
term.
LEADERSHIP TRAINING (ILT).
The Leadership Training is conducted annually
in July to help prepare incoming Division leaders for
the year's responsibilities.
LIEUTENANT GOVERNOR (LT. GOV). An assistant
to the District Governor. A Governor may appoint as many
as necessary to maintain the needs of each District.
LIFE MEMBER. Designation accorded a member
who has paid a pre-set fee and met all other requirements.
Payment of the fee precludes the individual from remitting
further dues to Sertoma for the specified
club.
LIFE PATRON. Recognition awarded to an
individual or club for contributing $10,000 or more to
the Sertoma Foundation's Endowment program. Sapphire
level = $25,000; Ruby = $50,000; Emerald = $75,000; Diamond
= $100,000; Presidential = $1 million.
MID-YEAR CONFERENCE. Special Region meeting
generally in January or February, called by the
Director, at which District leaders come together to finalize
plans for the upcoming Regional/ District Conventions.
Usually conducted at the Regional Convention site.
MISSION STATEMENT. The officially adopted
objective of the organization as contained in governing
documents.
NATIONAL HERITAGE PROGRAM. Sertoma's
sponsorship activities in observance of Freedom and Democracy,
such as Freedom Week, and holidays such as Flag Day, Memorial
Day, Independence Day, Labor Day and Veteran's Day.
NOT IN GOOD STANDING. Any club with an
account balance 60 days in arrears that is in total greater
than $50. The club will not be allowed to vote at Conventions
or use Sertoma International's group tax exemption
certificates.
OPERATING EXPENSES. The expenses directly
related to running the Sertoma club – operating/overhead
expense that are not part of a program or fundraising
activity.
OPERATING FUND. The portion of the club's
funds that are to be used for the operations of the club.
This fund also contains any money raised as earned revenue.
ORIENTATION. Every club is required to
conduct a periodic orientation meeting at which new members
are fully acquainted with Sertoma life and membership
expectations.
PARLIAMENTARY PROCEDURE. Commonly accepted
way in which a group of people come together, present
and discuss possible courses of action, and make decisions.
PERMANENT ORGANIZATIONAL MEETING (POM).
The Permanent Organization Meeting is the event at which
a new Sertoma club is officially established. The meeting
is conducted by an official representative appointed by
Sertoma.
PIP. A Past President of
Sertoma.
POLICY STATEMENTS. Set of statements
that provide operational direction in the administration
of Sertoma business matters.
PRESIDENT'S ADVISORY COUNCIL. Quarterly
roundtable meetings with the Division leadership, designed
to improve communications between Sertoma membership and
Sertoma.
PROGRAMS. Reference to individuals who
present a speaking program at club meetings.
REBAC. Acronym meaning REBuild Another
Club through membership expansion.
REBOC. Acronym meaning REBuild your Own
Club through membership expansion.
REGIONAL CONVENTION. Annual Regional
meeting generally conducted in mid-February to the first
of May to address current business matters, elect leaders
and participate in training programs.
REGIONAL COORDINATOR (RC). The Regional
Coordinator promotes the Sertoma Foundation within the
Region.
ROBERT'S RULES OF ORDER. Guide
preferred by most professional Parliamentarians for being
fair and complete.
SERTEEN CLUB. Sertoma youth organization
for junior high or high school students, ages 11 to 19
years old. Serteen clubs are organized so young men and
women may become active in providing service to their
schools and to their communities.
SERTOMA FOUNDATION. The national charity
of Sertoma. It is responsible for raising,
investing and distributing funds in support of Sertoma's
approved sponsorships.
Sertoma. Corporation that
holds regulatory authority to grant or revoke the charter
of all Sertoma clubs and provides tax exemption and insurance
certificates on behalf of chartered clubs in good standing.
Sertoma BOARD. Policy-making
body of Sertoma that is composed of elected
volunteer members from the Sertoma membership.
SERTOMAN. magazine published
quarterly and distributed to every member. The Sertoman
focuses on members, clubs and our service agenda.
SERTOMAN DIGEST. The quarterly newsprint
publication mailed to all Sertoma members. The Digest
focuses on organizational issues, reports from officers,
etc. It is mailed between issues of the Sertoman.
SERTOMAN OF THE YEAR. Designed to recognize
an individual member for exceptional service at the club,
District, Region and levels. Progressive
award.
SERVICE TO MANKIND. Program designated
to recognize a non-Sertoma volunteer for exceptional service
to the community. This progressive award is presented
at the club, District, Region and levels.
S.H.A.R.P. Sertoma Hearing Aid Recycling Program.
SPONSORSHIP FUND. Monies restricted to
use of charitable or exempt purposes provided primarily
from charitable revenues.
SPONSORSHIPS. Term meaning service projects
or activities of the organization, including the Sertoma
Foundation, Adopt-An-Agency program, SERTOMA SAFEEARS!,
S.H.A.R.P., Freedom and Democracy, scholarships and youth
programs.
TRANSITION. The process pursued each
year between May and June through which the outgoing leadership
team passes along all pertinent records information and
documents to next year's officers and board of directors.
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