Civic Intelligence

Rotary International Lima Rotary

EIN 34-4435254 • 501(c)4 • Lima, OH

Profile

Promotion of community welfare

PO Box 1111Lima, OH 45802

limarotary.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.03x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

49th percentile

0.9%

Higher net margin than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

96th percentile

$9,600

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-5.7%

Faster asset growth than 40% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

52nd percentile

1.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$60,011

Up $11,349 (+23%) from 2024

Liabilities

Up

$61,593

Up $10,144 (+20%) from 2024

Net Assets

Up

-$1,582

Up $1,205 (+43%) from 2024

Operations
Liabilities / Revenue91st percentileNet Margin49th percentile

Revenue

Up

$129,817

Up $18,729 (+17%) from 2024

Expenses

Up

$128,612

Up $10,774 (+9.1%) from 2024

Net Income

Up

$1,205

Up $7,955 (+118%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2015: $82,278Liabilities 2015: $0Net Assets 2015: $82,2782015Assets 2016: $22,133Liabilities 2016: $0Net Assets 2016: $22,1332016Assets 2017: $15,511Liabilities 2017: $0Net Assets 2017: $15,5112017Assets 2018: $68,396Liabilities 2018: $68,196Net Assets 2018: $2002018Assets 2019: $63,336Liabilities 2019: $72,940Net Assets 2019: -$9,6042019Assets 2021: $63,595Liabilities 2021: $57,025Net Assets 2021: $6,5702021Assets 2022: $71,459Liabilities 2022: $62,199Net Assets 2022: $9,2602022Assets 2023: $34,758Liabilities 2023: $30,795Net Assets 2023: $3,9632023Assets 2024: $48,662Liabilities 2024: $51,449Net Assets 2024: -$2,7872024Assets 2025: $60,011Liabilities 2025: $61,593Net Assets 2025: -$1,5822025

Highlighted filing

2025

Assets$60,011
Liabilities$61,593
Net Assets-$1,582
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2015: $138,986Expenses 2015: $88,341Net Income 2015: $50,6452015Revenue 2016: $102,173Expenses 2016: $162,318Net Income 2016: -$60,1452016Revenue 2017: $114,324Expenses 2017: $135,552Net Income 2017: -$21,2282017Revenue 2018: $150,634Expenses 2018: $165,945Net Income 2018: -$15,3112018Revenue 2019: $141,300Expenses 2019: $151,104Net Income 2019: -$9,8042019Revenue 2021: $114,703Expenses 2021: $100,466Net Income 2021: $14,2372021Revenue 2022: $126,068Expenses 2022: $123,378Net Income 2022: $2,6902022Revenue 2023: $97,637Expenses 2023: $102,933Net Income 2023: -$5,2962023Revenue 2024: $111,088Expenses 2024: $117,838Net Income 2024: -$6,7502024Revenue 2025: $129,817Expenses 2025: $128,612Net Income 2025: $1,2052025

Highlighted filing

2025

Revenue$129,817
Expenses$128,612
Net Income$1,205
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,011
Liabilities
$61,593
Net assets
-$1,582
Revenue
$129,817
Expenses
$128,612
Net income
$1,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.62$0.02$1.30$1.29$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.51$0.03$1.11$1.18$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.31$0.04$0.98$1.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.62$0.09$1.26$1.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.57$0.07$1.15$1.00$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.73$0.10$1.41$1.51$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.00$1.51$1.66$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.14$1.36$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$1.02$1.62$0.60
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$1.39$0.88$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.0
Gross Receipts
$168,659
Mission and Program Overview

Mission

Promotion of community welfare

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION REPRESENTS THE LOCAL ORGANIZATION OF ROTARY INTERNATIONAL, AND IS A CIVIC LEAGUE WHICH RAISES FUNDS TO PROVIDE GRANTS OF CHARITBLE ORGANIZATIONS.$45,375$115,065
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE DECKERSec/DigitalPT$9,600-$9,600
DEMI BURDENPresidentPT$0--
RUSS DECKERPresident ElPT$0--
CRAIG KUPFERBERGVice Preside-$0--
TRACEY REGULATreasurer-$0--
LESLEY FRYPast Preside-$0--
JEFF UNTERBRINKDirector-$0--
KATY PAGEDirector-$0--
RICHARD WARRENDirector-$0--
TIM STANFORDDirector-$0--
JENNIFER MASONDirector-$0--
COREY FRAZERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$55,103$55,103$37,853$17,250
Total Events$55,103$55,103$37,853$17,250
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lima
EIN
34-4435254
Phone
5672896692
Address
PO BOX 1111, LIMA, OH 45802

Signing Officer

Name
Anne Decker
Title
Sec/digital Media
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Sielschott Walsh Keifer Regula & Sherer
Address
711 DEAN AVE, LIMA, OH 45804-3210
Preparer
Tracey a Regula CPA
Phone
4192222001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: rotary international address: po box 75297 chicago, il 60675 cash contribution: 26,175 name: lima rotary foundation address: 2579 shawnee road lima, oh 45806 cash contribution: 17,250”

Form 990-ez, Part I, Line 16

“Expenses conference and meetings 57,448 bank fees 827 dues 260 orientation 395 supplies 2,672 club runner 1,091 public relations 1,878 changing of the guard 728 awards 118 total 65,417”

Form 990-ez, Part II, Line 24

“2,210 2,210 less accumulated depreciation 2,210 2,210 total 0 0”

Form 990-ez, Part II, Line 26

“Funds held for others 51,449 61,593”

Raw XML Appendix152 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0AMY RICKER
IRS990EZ/BooksInCareOfDetail/PhoneNum05672425273
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01470 NEUBRECHT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048662
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060011
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01205
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08220
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048662
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060011
IRS990EZ/FundraisingGrossIncomeAmt056363
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045375
IRS990EZ/GrossReceiptsAmt0168659
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0107578
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1582
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt412.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt49600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEMI BURDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUSS DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG KUPFERBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACEY REGULA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LESLEY FRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEFF UNTERBRINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATY PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RICHARD WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TIM STANFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JENNIFER MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11COREY FRAZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SEC/DIGITAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065417
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF COMMUNITY WELFARE
IRS990EZ/ProgramServiceRevenueAmt04718
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION REPRESENTS THE LOCAL ORGANIZATION OF ROTARY INTERNATIONAL, AND IS A CIVIC LEAGUE WHICH RAISES FUNDS TO PROVIDE GRANTS OF CHARITBLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0115065
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt038842
IRS990EZ/SpecialEventsNetIncomeLossAmt017521
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt051449
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt061593
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128612
IRS990EZ/TotalProgramServiceExpensesAmt0115065
IRS990EZ/TotalRevenueAmt0129817
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://LIMAROTARY.COM
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037853
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055103
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055103
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037853
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY INTERNATIONAL ADDRESS: PO BOX 75297 CHICAGO, IL 60675 CASH CONTRIBUTION: 26,175 NAME: LIMA ROTARY FOUNDATION ADDRESS: 2579 SHAWNEE ROAD LIMA, OH 45806 CASH CONTRIBUTION: 17,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCE AND MEETINGS 57,448 BANK FEES 827 DUES 260 ORIENTATION 395 SUPPLIES 2,672 CLUB RUNNER 1,091 PUBLIC RELATIONS 1,878 CHANGING OF THE GUARD 728 AWARDS 118 TOTAL 65,417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22,210 2,210 LESS ACCUMULATED DEPRECIATION 2,210 2,210 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDS HELD FOR OTHERS 51,449 61,593
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE DECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/DIGITAL MEDIA
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF LIMA
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0344435254
ReturnHeader/Filer/PhoneNum05672896692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1111
ReturnHeader/Filer/USAddress/CityNm0LIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045802
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341641531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIELSCHOTT WALSH KEIFER REGULA & SHERER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 DEAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0458043210
ReturnHeader/PreparerPersonGrp/PhoneNum04192222001
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY A REGULA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-30T08:37:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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