Civic Intelligence

Lima Convalescent Home Foundation Inc.

990 • Fiscal year 2017 • EIN 34-4473976

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 14, 2017

Organization ProfileWWW.LIMACH.COM

View Organization Page

1650 Allentown RoadLima, OH 45805

(419) 224-9741

Siviq Scores

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

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.25x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$74,356

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

64th percentile

8.6%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$8,580,342

Up $680,556 (+8.6%) from 2016

Net Assets

Up

$6,283,177

Up $787,178 (+14%) from 2016

Liabilities

Down

$2,297,165

Down $106,622 (-4.4%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Up

$9,203,751

Up $1,192,036 (+15%) from 2016

Expenses

Up

$8,158,054

Up $185,907 (+2.3%) from 2016

Net Income

Up

$1,045,697

Up $1,006,129 (+2543%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,514,865Liabilities 2010: $3,468,875Net Assets 2010: $4,045,9902010Assets 2011: $7,597,732Liabilities 2011: $3,358,813Net Assets 2011: $4,238,9192011Assets 2012: $7,449,085Liabilities 2012: $2,938,025Net Assets 2012: $4,511,0602012Assets 2013: $7,598,566Liabilities 2013: $2,809,149Net Assets 2013: $4,789,4172013Assets 2014: $7,678,700Liabilities 2014: $2,769,541Net Assets 2014: $4,909,1592014Assets 2015: $7,994,073Liabilities 2015: $2,662,880Net Assets 2015: $5,331,1932015Assets 2016: $7,899,786Liabilities 2016: $2,403,787Net Assets 2016: $5,495,9992016Assets 2017: $8,580,342Liabilities 2017: $2,297,165Net Assets 2017: $6,283,1772017Assets 2018: $9,828,691Liabilities 2018: $3,511,917Net Assets 2018: $6,316,7742018Assets 2019: $12,108,873Liabilities 2019: $6,921,932Net Assets 2019: $5,186,9412019Assets 2020: $14,828,146Liabilities 2020: $9,074,670Net Assets 2020: $5,753,4762020Assets 2021: $13,551,753Liabilities 2021: $7,402,535Net Assets 2021: $6,149,2182021Assets 2022: $12,390,641Liabilities 2022: $6,083,023Net Assets 2022: $6,307,6182022Assets 2023: $14,695,245Liabilities 2023: $6,017,310Net Assets 2023: $8,677,9352023Assets 2024: $14,468,107Liabilities 2024: $5,994,875Net Assets 2024: $8,473,2322024Assets 2025: $14,257,294Liabilities 2025: $5,726,288Net Assets 2025: $8,531,0062025

Highlighted filing

2017

Assets$8,580,342
Liabilities$2,297,165
Net Assets$6,283,177
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,986,3322010Expenses 2011: $6,974,6542011Expenses 2012: $7,170,2312012Expenses 2013: $7,325,5732013Revenue 2014: $7,611,801Expenses 2014: $7,581,148Net Income 2014: $30,6532014Revenue 2015: $7,985,935Expenses 2015: $7,423,089Net Income 2015: $562,8462015Revenue 2016: $8,011,715Expenses 2016: $7,972,147Net Income 2016: $39,5682016Revenue 2017: $9,203,751Expenses 2017: $8,158,054Net Income 2017: $1,045,6972017Revenue 2018: $8,670,958Expenses 2018: $8,660,728Net Income 2018: $10,2302018Revenue 2019: $8,121,357Expenses 2019: $8,728,210Net Income 2019: -$606,8532019Revenue 2020: $10,471,953Expenses 2020: $9,669,330Net Income 2020: $802,6232020Revenue 2021: $10,394,071Expenses 2021: $10,805,475Net Income 2021: -$411,4042021Revenue 2022: $10,131,604Expenses 2022: $10,328,131Net Income 2022: -$196,5272022Revenue 2023: $13,577,418Expenses 2023: $11,481,100Net Income 2023: $2,096,3182023Revenue 2024: $11,039,350Expenses 2024: $11,509,125Net Income 2024: -$469,7752024Revenue 2025: $11,866,478Expenses 2025: $11,996,118Net Income 2025: -$129,6402025

Highlighted filing

2017

Revenue$9,203,751
Expenses$8,158,054
Net Income$1,045,697
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Gross Receipts
$9,852,819
Mission and Program Overview

Mission

To provide high quality services at an affordable cost for both an assisted living complex and a nursing home facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,213,260$4,400,461▲ $187,201
Investments in Publicly Traded Securities$1,788,100$2,006,942▲ $218,842
Cash and Non-Interest-Bearing Accounts$863,981$883,640▲ $19,659
Accounts Receivable$608,651$724,288▲ $115,637
Pledges and Grants Receivable-$127,150-
Prepaid Expenses and Deferred Charges$101,166$118,211▲ $17,045
Intangible Assets$93,426$81,206▼ $12,220
Savings and Temporary Cash Investments$61,868$60,293▼ $1,575
Inventories for Sale or Use$25,227$23,800▼ $1,427
Total Assets$7,899,786$8,580,342▲ $680,556
Other Assets Total$144,107$154,351▲ $10,244
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,683,486$1,522,436▼ $161,050
Accounts Payable and Accrued Expenses$672,271$744,547▲ $72,276
Other Liabilities$48,030$30,182▼ $17,848
Total Liabilities$2,403,787$2,297,165▼ $106,622
Net Assets / Fund Balance
Unrestricted Net Assets$5,495,999$6,069,777▲ $573,778
Temporarily Rstr Net Assets-$213,400-
Total Net Assets Fund Balance$5,495,999$6,283,177▲ $787,178
Total Liabilities and Net Assets / Fund Balance$7,899,786$8,580,342▲ $680,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,588,992$5,064,086$8,653,078
Equipment$713,093$2,305,921$3,019,014
Land$98,376-$98,376
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-Executive DiFT$74,356$74,356

Board Members and Trustees

NameTitle
Nancy RudoplhPresident
Brad RoushBoard Member
Carl BergerBoard Member
Chester EblingBoard Member
Don FischerBoard Member
Jim EatonBoard Member
Linda Hovest-bloomfieldBoard Member
Melissa HarveyBoard Member
Robert KomminskBoard Member
Steve KeslarBoard Member
Margaret WhitlatchAsst Secreta
John StedkeAsst Treasur
Richard ShroederPast Preside
Anne DeckerSecretary
Phil TruebloodTreasurer
Warner KuglarVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Community LivingFoodPO BOX 102289, Atlanta, GA 30368$1,041,790
Health Pro RehabilitationTherapy16600 SPRAGUE RD SUITE 365, Middleburg Hts, OH 44130$616,048
Senior Pharmacy ServicesPharmacy34099 MELINZ PARKWAY, Eastlake, OH 44095$133,044
Revenue and Support

Revenue Composition

Contributions and Grants
$233,705
Program Service Revenue
$8,476,533
Investment Income
$491,418
Other Revenue
$2,095
All Other Contributions
$233,705
Change in Net Assets
$1,045,697

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,203,751
Total Revenue per Audited Statements
$9,203,751
Total Revenue per Form 990
$9,203,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,102,076
Other Expenses$4,055,978
Total Fundraising Expense$4,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,105,713$274,515$4,000$3,384,228
Fees for Services Other$659,264--$659,264
Other Employee Benefits$375,590$42,137-$417,727
Payroll Taxes$186,808$20,957-$207,765
Depreciation Depletion$200,629$4,094-$204,723
All Other Expenses$126,836$7,143-$133,979
Occupancy$113,213$2,310-$115,523
Other Expenses$113,517$98,970-$113,517
Insurance$82,612$9,268-$91,880
Interest$80,040$1,633-$81,673
Current Officers, Directors, Trustees, and Key Employees-$74,356-$74,356
Advertising$44,542--$44,542
Information Technology$43,233$882-$44,115
Office Expenses$28,697$3,219-$31,916
Fees for Services Accounting-$21,100-$21,100
Fees for Services Legal-$19,924-$19,924
Pension Plan Contributions$16,184$1,816-$18,000
Fees for Service Investment Mgmnt Fees-$15,454-$15,454
Travel$4,561$507-$5,068
Conferences and Meetings$666--$666
Fees for Services Management-$-488-$-488
Total Functional Expenses$7,556,257$597,797$4,000$8,158,054

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,158,054
Total Expenses per Audited Statements$8,158,054
Total Expenses per Form 990$8,158,054
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Margaret WhitlatchBoard MemberMarketingNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lochhaven Security Deposits$22,913
Lima Convalescent Resident Trust$7,269
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is not reviewed by the governing body before filing but is reviewed by the executive director.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed annually with all board members and key personnel.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's compensation is determined by considering the market value of services performed and a performance review.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Lima Convalescent Home
EIN
34-4473976
Phone
4192249741
Address
1650 ALLENTOWN ROAD, LIMA, OH 45805

Signing Officer

Name
Nancy Rudoplh
Title
President
Phone
4192249741
Signed
2017-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Rudoplh
Formed
1951
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
224

Preparer

Firm
STROH JOHNSON & COMPANY LLP CPA'S
Address
1201 DEFIANCE ST, WAPAKONETA, OH 45895-1059
Preparer
John D Johnson CPA
Phone
4197389661
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IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
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Filings

Displayed year

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

Open filing
Assets
$8,580,342
Liabilities
$2,297,165
Net assets
$6,283,177
Revenue
$9,203,751
Expenses
$8,158,054
Net income
$1,045,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.3$5.73$8.53$11.9$12.0$0.13
2024Detailed filing. Detailed filing data is available for this year.$14.5$5.99$8.47$11.0$11.5$0.47
2023Detailed filing. Detailed filing data is available for this year.$14.7$6.02$8.68$13.6$11.5$2.10
2022Detailed filing. Detailed filing data is available for this year.$12.4$6.08$6.31$10.1$10.3$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$7.40$6.15$10.4$10.8$0.41
2020Detailed filing. Detailed filing data is available for this year.$14.8$9.07$5.75$10.5$9.67$0.80
2019Detailed filing. Detailed filing data is available for this year.$12.1$6.92$5.19$8.12$8.73$0.61
2018Detailed filing. Detailed filing data is available for this year.$9.83$3.51$6.32$8.67$8.66$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.58$2.30$6.28$9.20$8.16$1.05
2016Detailed filing. Detailed filing data is available for this year.$7.90$2.40$5.50$8.01$7.97$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.99$2.66$5.33$7.99$7.42$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.68$2.77$4.91$7.61$7.58$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$2.81$4.79$7.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.45$2.94$4.51$7.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$3.36$4.24$6.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$3.47$4.05$6.99