Civic Intelligence

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

990 • Fiscal year 2016 • EIN 34-1741132

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profile
809 W Vine StreetLima, OH 45804

(419) 222-4474

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.09x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

53rd percentile

3.1%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

70th percentile

$102,793

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$499,614

Up $134,980 (+37%) from 2014

Net Assets

Up

$283,221

Up $129,136 (+84%) from 2014

Liabilities

Up

$216,393

Up $5,844 (+2.8%) from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin53rd percentile

Revenue

Up

$2,438,695

Up $1,333,957 (+121%) from 2014

Expenses

Up

$2,364,023

Up $1,338,658 (+131%) from 2014

Net Income

Down

$74,672

Down $4,701 (-5.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2016

Assets$499,614
Liabilities$216,393
Net Assets$283,221
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

2016

Revenue$2,438,695
Expenses$2,364,023
Net Income$74,672
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$2,438,695
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$269,264$387,641▲ $118,377
Accounts Receivable$91,318$71,566▼ $19,752
Cash and Non-Interest-Bearing Accounts$16,052$26,057▲ $10,005
Total Assets$386,571$499,614▲ $113,043
Other Assets Total$9,937$14,350▲ $4,413
Liabilities
Mortgage Notes Payable Secured by Investment Property$55,025$111,942▲ $56,917
Other Liabilities$78,583$52,156▼ $26,427
Accounts Payable and Accrued Expenses$44,414$36,295▼ $8,119
Deferred Revenue-$16,000-
Total Liabilities$178,022$216,393▲ $38,371
Net Assets / Fund Balance
Unrestricted Net Assets$208,549$283,221▲ $74,672
Total Net Assets Fund Balance$208,549$283,221▲ $74,672
Total Liabilities and Net Assets / Fund Balance$386,571$499,614▲ $113,043

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$207,753$49,711$257,464
Other Land Buildings$121,165$96,651$217,816
Land$55,397-$55,397
Equipment$3,326$13,769$17,095
Other Assets Org$3,951--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Myrtle Boykin-lightonExecutive DirectorFT$102,793$102,793

Board Members and Trustees

NameTitle
Arvee CarterPresident
Lola GroverBoard Member
Cathy FolletMember
Francis AmisonMember
Jason UpthegroveMember
Perry BoiseMember
Revenue and Support

Revenue Composition

Contributions and Grants
$883,318
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,555,377
Change in Net Assets
$74,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,438,695
Total Revenue per Audited Statements
$2,438,695
Total Revenue per Form 990
$2,438,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,664,591
Other Expenses$699,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$964,078$506,948-$1,471,026
Other Expenses$336,286$61,089-$397,375
Payroll Taxes$82,188$42,339-$124,527
Conferences and Meetings$101,013$13,774-$114,787
Occupancy$79,758$21,201-$100,959
Other Employee Benefits$53,850$15,188-$69,038
Office Expenses$35,003$4,773-$39,776
Depreciation Depletion$21,060$7,399-$28,459
Insurance$10,996$1,500-$12,496
Interest$4,910$670-$5,580
Total Functional Expenses$1,689,142$674,881$0$2,364,023

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,364,023
Total Expenses per Audited Statements$2,364,023
Total Expenses per Form 990$2,364,023
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$45,724
Payroll Taxes Payable$5,236
Other Current Liabilities$1,196
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 organizations governing documents are available for inspection upon written request”

Filing and Contact Details

Filer

Filer Name
Lima Umadaop
EIN
34-1741132
Address
809 W VINE STREET, Lima, OH 45804

Signing Officer

Name
Myrtle Boykin-lighton
Title
Executive Direc
Phone
4192224474
Signed
2017-05-15
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
35

Preparer

Firm
Trusted Advisors of Ohio LLC
Address
3691 LEE ROAD SUITE 109, SHAKER HEIGHTS, OH 44120
Preparer
John R Wright
Phone
2163732389
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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/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0217816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt145724
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21196
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CURRENT PORTION OF LONG TERM DEBT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER CURRENT LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt02438695
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0387641
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014350
IRS990ScheduleD/TotalExpensesPerForm990Amt02364023
IRS990ScheduleD/TotalLiabilityAmt052156
IRS990ScheduleD/TotalRevenuePerForm990Amt02438695
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02438695
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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 ORGANIZATIONS GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST
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
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0674881
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01689142
IRS990/TotalFunctionalExpensesGrp/TotalAmt02364023
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0178022
IRS990/TotalLiabilitiesEOYAmt0216393
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02438695
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MYRTLE BOYKIN-LIGHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum04192224474
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIMA UMADAOP
ReturnHeader/Filer/BusinessNameControlTxt0LIMA
ReturnHeader/Filer/EIN0341741132
ReturnHeader/Filer/USAddress/AddressLine1Txt0809 W VINE STREET
ReturnHeader/Filer/USAddress/CityNm0Lima
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201929757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTED ADVISORS OF OHIO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03691 LEE ROAD SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044120
ReturnHeader/PreparerPersonGrp/PhoneNum02163732389
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Wright
ReturnHeader/ReturnTs02017-05-15T01:51:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499,614
Liabilities
$216,393
Net assets
$283,221
Revenue
$2,438,695
Expenses
$2,364,023
Net income
$74,672
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