Civic Intelligence

Rotary International Lima Rotary

990EZ • Fiscal year 2017 • EIN 34-4435254

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

2579 shawnee rdLima, OH 45806

(419) 331-1040

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$4,800

Higher top officer pay than 90% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-30%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$15,511

Down $6,622 (-30%) from 2016

Net Assets

Down

$15,511

Down $6,622 (-30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$114,324

Up $12,151 (+12%) from 2016

Expenses

Down

$135,552

Down $26,766 (-16%) from 2016

Net Income

Up

-$21,228

Up $38,917 (+65%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$15,511
Liabilities$0
Net Assets$15,511

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$114,324
Expenses$135,552
Net Income-$21,228
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$115,668
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 charible organizations$32,252$99,702
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rita BrownSecretaryPT$4,800-$4,800
AMY RICKERTreasurer Assistant-$4,400-$4,400
KEVIN BILLTreasurer-$1,200-$1,200
TRACIE SANCHEZPresidentPT$0--
PAUL SWARTZPresident ElectPT$0--
JILL ACKERMANDirector-$0--
KEN DYSERTDirector-$0--
PAUL CROWDirector-$0--
DAVID RUNKPast President-$0--
SUSAN HUBBELLDirector-$0--
JED METZEGERDirector-$0--
CATHERYN SARNODirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International Lima Rotary
EIN
34-4435254
Phone
4193311040
Address
2579 shawnee rd, Lima, OH 45806

Signing Officer

Name
David Runk
Title
President
Phone
4193311040
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
2579 Shawnee Road, Lima, OH 45806
Preparer
Kevin Bill CPA
Phone
4193311040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: MISCELLANEOUS REVENUE. Amount: 347. Description: REFUND . Amount: 1,251. Total to Form 990-EZ, line 8: 1,598.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: ROTARY INTERNATIONAL. Affiliate Address: PO BOX 75297 CHICAGO, IL 60675. Purpose of Payment: DUES. Amount of Payment: 17,147. Total included on Form 990-EZ, line 10: 17,147.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: DONATION . Grantee Name: ROTARY INTERNATIONAL FOUNDATION. Grantee Address: PO BOX 75297 CHICAGO, IL 60675-5297. Grantee Relationship: NONE. Amount Given: 4,701.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: EREY DONATION . Grantee Name: ROTARY INTERNATIONAL FOUNDATION. Grantee Address: PO BOX 75297 CHICAGO, IL 60675-5297. Grantee Relationship: NONE. Amount Given: 7,986. Total included on Form 990-EZ, line 10: 12,687.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: CONFERENCES AND MEETINGS. Amount: 68,313. Description: Orientation. Amount: 854. Description: Supplies. Amount: 5,257. Description: BANK FEES. Amount: 852. Description: SPECIAL EVENTS. Amount: 10,561. Description: MISCELLANEOUS EXPENSES. Amount: 170. Description: DUES. Amount: 289. Total to Form 990-EZ, line 16: 86,296.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: RECLASSIFICATION OF ACCOUNTS PAYABLE ON BOOKS . Amount: 14,606.

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02579 SHAWNEE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LIMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt114400
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACIE SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SWARTZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11AMY RICKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990EZ/WebsiteAddressTxt0http://limarotary.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: MISCELLANEOUS REVENUE. Amount: 347. Description: REFUND . Amount: 1,251. Total to Form 990-EZ, line 8: 1,598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Affiliate Name: ROTARY INTERNATIONAL. Affiliate Address: PO BOX 75297 CHICAGO, IL 60675. Purpose of Payment: DUES. Amount of Payment: 17,147. Total included on Form 990-EZ, line 10: 17,147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: DONATION . Grantee Name: ROTARY INTERNATIONAL FOUNDATION. Grantee Address: PO BOX 75297 CHICAGO, IL 60675-5297. Grantee Relationship: NONE. Amount Given: 4,701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: EREY DONATION . Grantee Name: ROTARY INTERNATIONAL FOUNDATION. Grantee Address: PO BOX 75297 CHICAGO, IL 60675-5297. Grantee Relationship: NONE. Amount Given: 7,986. Total included on Form 990-EZ, line 10: 12,687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: CONFERENCES AND MEETINGS. Amount: 68,313. Description: Orientation. Amount: 854. Description: Supplies. Amount: 5,257. Description: BANK FEES. Amount: 852. Description: SPECIAL EVENTS. Amount: 10,561. Description: MISCELLANEOUS EXPENSES. Amount: 170. Description: DUES. Amount: 289. Total to Form 990-EZ, line 16: 86,296.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: RECLASSIFICATION OF ACCOUNTS PAYABLE ON BOOKS . Amount: 14,606.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Runk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04193311040
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL LIMA ROTARY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0344435254
ReturnHeader/Filer/PhoneNum04193311040
ReturnHeader/Filer/USAddress/AddressLine1Txt02579 shawnee rd
ReturnHeader/Filer/USAddress/CityNm0Lima
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045806
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.62.139.210
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:14:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rea & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02579 Shawnee Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lima
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045806
ReturnHeader/PreparerPersonGrp/PhoneNum04193311040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Bill CPA
ReturnHeader/ReturnTs02017-11-14T08:11:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits