Civic Intelligence

Lima-Urban Minority Alcoholism and Drug Abuse Outreach Program Inc.

990 • Fiscal year 2014 • EIN 34-1741132

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization Profile
608 West High Street45801

(419) 224-4474

Siviq Scores

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

Liabilities / Assets

81st percentile

0.58x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

62nd percentile

7.2%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

92nd percentile

51%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$364,634

Up $123,817 (+51%) from 2013

Net Assets

Up

$154,085

Up $79,373 (+106%) from 2013

Liabilities

Up

$210,549

Up $44,444 (+27%) from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin62nd percentile

Revenue

$1,104,738

No earlier filing loaded for comparison.

Expenses

Up

$1,025,365

Up $380,201 (+59%) from 2013

Net Income

$79,373

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $172,405Liabilities 2010: $136,770Net Assets 2010: $35,6352010Assets 2012: $193,819Liabilities 2012: $109,762Net Assets 2012: $84,0572012Assets 2013: $240,817Liabilities 2013: $166,105Net Assets 2013: $74,7122013Assets 2014: $364,634Liabilities 2014: $210,549Net Assets 2014: $154,0852014Assets 2016: $499,614Liabilities 2016: $216,393Net Assets 2016: $283,2212016Assets 2017: $578,311Liabilities 2017: $370,351Net Assets 2017: $207,9602017Assets 2018: $863,302Liabilities 2018: $499,922Net Assets 2018: $363,3802018Assets 2019: $597,293Liabilities 2019: $1,691,947Net Assets 2019: -$1,094,6542019Assets 2020: $597,293Liabilities 2020: $1,691,947Net Assets 2020: -$1,094,6542020Assets 2021: $677,849Liabilities 2021: $1,596,553Net Assets 2021: -$918,7042021Assets 2022: $626,525Liabilities 2022: $2,080,669Net Assets 2022: -$1,454,1442022

Highlighted filing

2014

Assets$364,634
Liabilities$210,549
Net Assets$154,085
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $532,8822010Expenses 2012: $475,2602012Expenses 2013: $645,1642013Revenue 2014: $1,104,738Expenses 2014: $1,025,365Net Income 2014: $79,3732014Revenue 2016: $2,438,695Expenses 2016: $2,364,023Net Income 2016: $74,6722016Revenue 2017: $4,280,022Expenses 2017: $4,355,283Net Income 2017: -$75,2612017Revenue 2018: $7,313,750Expenses 2018: $7,158,330Net Income 2018: $155,4202018Revenue 2019: $7,282,527Expenses 2019: $8,740,561Net Income 2019: -$1,458,0342019Revenue 2020: $7,282,527Expenses 2020: $8,740,561Net Income 2020: -$1,458,0342020Revenue 2021: $6,648,980Expenses 2021: $5,942,972Net Income 2021: $706,0082021Revenue 2022: $4,418,406Expenses 2022: $4,953,846Net Income 2022: -$535,4402022

Highlighted filing

2014

Revenue$1,104,738
Expenses$1,025,365
Net Income$79,373
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$1,104,738
Mission and Program Overview

Mission

The program provides preventive and intervention services designed to reduce the harmful effects of violence alcohol tabacco and other drugs

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$221,033$280,458▲ $59,425
Cash and Non-Interest-Bearing Accounts$953$77,900▲ $76,947
Accounts Receivable$5,930--
Total Assets$240,817$364,634▲ $123,817
Other Assets Total$12,901$6,276▼ $6,625
Liabilities
Other Liabilities$31,959$137,243▲ $105,284
Mortgage Notes Payable Secured by Investment Property$77,563$60,741▼ $16,822
Accounts Payable and Accrued Expenses$56,583$12,565▼ $44,018
Total Liabilities$166,105$210,549▲ $44,444
Net Assets / Fund Balance
Unrestricted Net Assets$74,712$154,085▲ $79,373
Total Net Assets Fund Balance$74,712$154,085▲ $79,373
Total Liabilities and Net Assets / Fund Balance$240,817$364,634▲ $123,817

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$148,085$38,019$186,104
Other Land Buildings$75,907$63,665$139,572
Land$55,397-$55,397
Equipment$1,069$12,616$13,685
Other Assets Org$1,219--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Arvee CarterPresident
Lola GroverBoard Member
Myrtle Boykin-lightonExecutive Director
Cathy FolletMember
Frances AmisonMember
Jason UpthegroveMember
Perry BoiseMember
Revenue and Support

Revenue Composition

Contributions and Grants
$577,493
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$527,245
Change in Net Assets
$79,373

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,104,738
Total Revenue per Audited Statements
$1,104,738
Total Revenue per Form 990
$1,104,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$768,429
Other Expenses$256,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$426,652$219,790-$646,442
Other Expenses$84,372$25,677-$110,049
Conferences and Meetings$91,910$6,918-$98,828
Payroll Taxes$48,112$24,785-$72,897
Other Employee Benefits$38,290$10,800-$49,090
Depreciation Depletion$14,311$5,224-$19,535
Occupancy$7,388$2,463-$9,851
Office Expenses$6,089$457-$6,546
Interest$5,808$438-$6,246
Insurance$5,469$412-$5,881
Total Functional Expenses$728,401$296,964$0$1,025,365

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,025,365
Total Expenses per Audited Statements$1,025,365
Total Expenses per Form 990$1,025,365
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Portion of Long Term Debt$65,774
Prepaid Revenue$60,879
Payroll Taxes Payable$8,829
Other Current Liabilities$1,761
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The board of trustees reviews and approves the form 990 prior to filing.”

CEO executive director top management comp Part VI line 15A

“The compensation package for the executive director is approved by the board of trustees”

Governing documents etc available to public Part VI line 19

“The organization's governing documents are available for inspection upon written request”

Filing and Contact Details

Filer

EIN
34-1741132

Signing Officer

Name
Myrtle Boykin Lighton
Title
Executive Direc
Signed
2015-05-15
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
11

Preparer

Preparer
Horace Spivey
Phone
2163732389
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ADJUSTMENT Rounding off”

Raw XML Appendix361 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.

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IRS990ScheduleD/TotalBookValueOtherAssetsAmt06276
IRS990ScheduleD/TotalExpensesPerForm990Amt01025365
IRS990ScheduleD/TotalLiabilityAmt0137243
IRS990ScheduleD/TotalRevenuePerForm990Amt01104738
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01104738
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01025365
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT Rounding off
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240817
IRS990/TotalAssetsEOYAmt0364634
IRS990/TotalAssetsGrp/BOYAmt0240817
IRS990/TotalAssetsGrp/EOYAmt0364634
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0577493
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0296964
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0728401
IRS990/TotalFunctionalExpensesGrp/TotalAmt01025365
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0166105
IRS990/TotalLiabilitiesEOYAmt0210549
IRS990/TotalLiabilitiesGrp/BOYAmt0166105
IRS990/TotalLiabilitiesGrp/EOYAmt0210549
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt074712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0154085
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0728401
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0527245
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01104738
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240817
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0364634
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt074712
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0154085
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MYRTLE BOYKIN LIGHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIMA UMADAOP
ReturnHeader/Filer/BusinessNameControlTxt0LIMA
ReturnHeader/Filer/EIN0341741132
ReturnHeader/Filer/USAddress/AddressLine10608 WEST HIGH STREET
ReturnHeader/Filer/USAddress/City0LIMA
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TRUSTED ADVISORS OF OHIO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103691 LEE ROAD SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SHAKER HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044120
ReturnHeader/PreparerPersonGrp/PhoneNum02163732389
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Horace Spivey
ReturnHeader/ReturnTs02015-05-09T13:58:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$364,634
Liabilities
$210,549
Net assets
$154,085
Revenue
$1,104,738
Expenses
$1,025,365
Net income
$79,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$2.08$1.45$4.42$4.95$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$1.60$0.92$6.65$5.94$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$1.69$1.09$7.28$8.74$1.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$1.69$1.09$7.28$8.74$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.50$0.36$7.31$7.16$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.37$0.21$4.28$4.36$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.22$0.28$2.44$2.36$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.21$0.15$1.10$1.03$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.17$0.07$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.11$0.08$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.14$0.04$0.53
Peer Organizations

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