Civic Intelligence

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

990 • Fiscal year 2017 • EIN 34-1741132

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 23, 2018

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

85th percentile

0.64x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.09x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$578,311

Up $78,697 (+16%) from 2016

Net Assets

Down

$207,960

Down $75,261 (-27%) from 2016

Liabilities

Up

$370,351

Up $153,958 (+71%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin34th percentile

Revenue

Up

$4,280,022

Up $1,841,327 (+76%) from 2016

Expenses

Up

$4,355,283

Up $1,991,260 (+84%) from 2016

Net Income

Down

-$75,261

Down $149,933 (-201%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2017

Assets$578,311
Liabilities$370,351
Net Assets$207,960
Open 2017 Filing

Operations Trend

Revenue Growth91st 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

2017

Revenue$4,280,022
Expenses$4,355,283
Net Income-$75,261
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 23, 2018
Return Version
2016v3.0
Gross Receipts
$4,280,022
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$387,641$438,024▲ $50,383
Cash and Non-Interest-Bearing Accounts$26,057$55,816▲ $29,759
Accounts Receivable$71,566$46,560▼ $25,006
Total Assets$499,614$578,311▲ $78,697
Other Assets Total$14,350$37,911▲ $23,561
Liabilities
Mortgage Notes Payable Secured by Investment Property$111,942$148,818▲ $36,876
Accounts Payable and Accrued Expenses$36,295$135,692▲ $99,397
Other Liabilities$52,156$85,841▲ $33,685
Deferred Revenue$16,000--
Total Liabilities$216,393$370,351▲ $153,958
Net Assets / Fund Balance
Unrestricted Net Assets$283,221$207,960▼ $75,261
Total Net Assets Fund Balance$283,221$207,960▼ $75,261
Total Liabilities and Net Assets / Fund Balance$499,614$578,311▲ $78,697

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$179,396$131,203$310,599
Buildings$200,605$56,859$257,464
Land$55,397-$55,397
Equipment$2,626$14,469$17,095
Other Assets Org$-1,031--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Myrtle Boykin-lightonExecutive DirectorFT$122,666$12,232$134,898

Board Members and Trustees

NameTitle
Arvee CarterPresident
Lola GroverBoard Member
Francis AmisonMember
Jason UpthegroveMember
Jill AckermanMember
Perry BoiseMember
Revenue and Support

Revenue Composition

Contributions and Grants
$564,450
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$3,715,572
Change in Net Assets
$-75,261

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,280,022
Total Revenue per Audited Statements
$4,280,022
Total Revenue per Form 990
$4,280,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,071,295
Other Expenses$1,283,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,820,174$780,074-$2,600,248
Other Expenses$812,793$114,008-$926,801
Payroll Taxes$168,094$72,040-$240,134
Other Employee Benefits$161,639$69,274-$230,913
Conferences and Meetings$151,736$16,860-$168,596
Occupancy$68,841$7,649-$76,490
Depreciation Depletion$34,144$8,536-$42,680
Insurance$34,936$3,882-$38,818
Office Expenses$23,999$2,667-$26,666
Interest$3,543$394-$3,937
Total Functional Expenses$3,279,899$1,075,384$0$4,355,283

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,355,283
Total Expenses per Audited Statements$4,355,283
Total Expenses per Form 990$4,355,283
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Portion of Long Term Debt$46,832
Payroll Taxes Payable$39,009
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
2018-03-23
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
Horace Spivey
Phone
2165410090
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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/OtherAssetsOrgGrp/Desc6TAX REFUND RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc7CLOSING FEE RECEIVABLE FEE
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0131203
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0310599
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039009
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt146832
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CURRENT PORTION OF LONG TERM DEBT
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IRS990ScheduleD/TotalExpensesPerForm990Amt04355283
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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/TotalContributionsAmt0564450
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01075384
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03279899
IRS990/TotalFunctionalExpensesGrp/TotalAmt04355283
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0370351
IRS990/TotalLiabilitiesGrp/BOYAmt0216393
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IRS990/TotalOtherCompensationAmt012232
IRS990/TotalProgramServiceExpensesAmt03279899
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03715572
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04280022
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578311
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MYRTLE BOYKIN-LIGHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum04192224474
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIMA UMADAOP
ReturnHeader/Filer/BusinessNameControlTxt0LIMA
ReturnHeader/Filer/EIN0341741132
ReturnHeader/Filer/USAddress/AddressLine1Txt0809 W VINE STREET
ReturnHeader/Filer/USAddress/CityNm0Lima
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.59.87
ReturnHeader/FilingSecurityInformation/IPDt02018-04-16
ReturnHeader/FilingSecurityInformation/IPTm002:10:00
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/PhoneNum02165410090
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Horace Spivey
ReturnHeader/ReturnTs02018-04-16T02:08:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,311
Liabilities
$370,351
Net assets
$207,960
Revenue
$4,280,022
Expenses
$4,355,283
Net income
-$75,261
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
2017Detailed filing. Detailed filing data is available for this year.$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