Civic Intelligence

Lehman Foundation

990 • Fiscal year 2023 • EIN 31-0928867

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization ProfileWWW.LEHMANCATHOLIC.COM
2400 St Marys AvenueSidney, OH 45365-9396

(937) 773-8747

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

61st percentile

9.0%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

256%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,790,680

Up $231,172 (+9.0%) from 2022

Net Assets

Up

$2,790,680

Up $257,173 (+10%) from 2022

Liabilities

Down

$0

Down $26,001 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$651,065

Up $468,150 (+256%) from 2022

Expenses

Down

$73,084

Down $275,038 (-79%) from 2022

Net Income

Up

$577,981

Up $743,188 (+450%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $786,995Liabilities 2011: $22,500Net Assets 2011: $764,4952011Assets 2012: $692,315Liabilities 2012: $22,500Net Assets 2012: $669,8152012Assets 2014: $910,443Liabilities 2014: $39,034Net Assets 2014: $871,4092014Assets 2016: $1,167,305Liabilities 2016: $8,500Net Assets 2016: $1,158,8052016Assets 2018: $2,323,976Liabilities 2018: $41,500Net Assets 2018: $2,282,4762018Assets 2019: $2,530,182Liabilities 2019: $28,900Net Assets 2019: $2,501,2822019Assets 2021: $3,140,050Liabilities 2021: $6,999Net Assets 2021: $3,133,0512021Assets 2022: $2,559,508Liabilities 2022: $26,001Net Assets 2022: $2,533,5072022Assets 2023: $2,790,680Liabilities 2023: $0Net Assets 2023: $2,790,6802023Assets 2024: $3,138,563Liabilities 2024: $25,000Net Assets 2024: $3,113,5632024

Highlighted filing

2023

Assets$2,790,680
Liabilities$0
Net Assets$2,790,680
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $87,3522011Expenses 2012: $255,8942012Revenue 2014: $207,531Expenses 2014: $76,637Net Income 2014: $130,8942014Revenue 2016: $415,790Expenses 2016: $55,361Net Income 2016: $360,4292016Revenue 2018: $286,599Expenses 2018: $136,478Net Income 2018: $150,1212018Revenue 2019: $322,715Expenses 2019: $250,802Net Income 2019: $71,9132019Revenue 2021: $315,708Expenses 2021: $173,764Net Income 2021: $141,9442021Revenue 2022: $182,915Expenses 2022: $348,122Net Income 2022: -$165,2072022Revenue 2023: $651,065Expenses 2023: $73,084Net Income 2023: $577,9812023Revenue 2024: $150,066Expenses 2024: $159,053Net Income 2024: -$8,9872024

Highlighted filing

2023

Revenue$651,065
Expenses$73,084
Net Income$577,981
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$1,910,343
Mission and Program Overview

Mission

Lehman High School Foundation supports the students and the Lehman Community through engagement and development to secure the school's financial future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,392,339$2,586,352▲ $194,013
Other Notes and Loans Receivable, Net$12,186$127,498▲ $115,312
Savings and Temporary Cash Investments$140,512$41,265▼ $99,247
Cash and Non-Interest-Bearing Accounts$14,471$35,565▲ $21,094
Total Assets$2,559,508$2,790,680▲ $231,172
Liabilities
Accounts Payable and Accrued Expenses$26,001--
Total Liabilities$26,001$0▼ $26,001
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,201,399$2,581,604▲ $380,205
Net Assets Without Donor Restrictions$332,108$209,076▼ $123,032
Total Net Assets Fund Balance$2,533,507$2,790,680▲ $257,173
Total Liabilities and Net Assets / Fund Balance$2,559,508$2,790,680▲ $231,172
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dan FreytagPresident
Benny ScottTrustee
Dennis SollmannTrustee
Heather SeverTrustee
Jeff HemmTrustee
John FrantzTrustee
John GarmhausenTrustee
John WesterheideTrustee
Jordan PetersonTrustee
Kenneth SchlaterTrustee
Larry ElsnerTreasurer
Gerry UlrichVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$20,567
Program Service Revenue
$0
Investment Income
$630,498
Other Revenue
$0
All Other Contributions
$20,567
Change in Net Assets
$577,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,557
Other Expenses$21,527
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,940--$32,940
Grants to Domestic Orgs$18,617--$18,617
Fees for Service Investment Mgmnt Fees-$17,621-$17,621
Fees for Services Accounting-$2,000-$2,000
Insurance-$711-$711
Other Expenses-$405-$405
Total Functional Expenses$51,557$21,527$0$73,084
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lehman High SchoolSidney, OH501c3Scholarships$18,617
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board members review form 990 at the most recent board meeting.”

Form 990, Page 6, Part VI, Line 12C

“Board members have to annually sign archdiocese conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lehman Foundation
EIN
31-0928867
Phone
9377738747
Address
2400 ST MARYS AVENUE, SIDNEY, OH 45365-9396

Signing Officer

Name
Dan Freytag
Title
President
Phone
9377738747
Signed
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Freytag
Formed
1974
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
15

Preparer

Firm
MONNIER & CO CPA'S
Address
PO BOX 459, SIDNEY, OH 45365-0459
Preparer
Larry E Elsner
Phone
9374926101
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW FORM 990 AT THE MOST RECENT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS HAVE TO ANNUALLY SIGN ARCHDIOCESE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,790,680
Liabilities
$0
Net assets
$2,790,680
Revenue
$651,065
Expenses
$73,084
Net income
$577,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.03$3.11$0.15$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.65$0.07$0.58
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.03$2.53$0.18$0.35$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.01$3.13$0.32$0.17$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.03$2.50$0.32$0.25$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.04$2.28$0.29$0.14$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.42$0.06$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$0.21$0.08$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.02$0.67$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.02$0.76$0.09