Civic Intelligence

Lima Rotary Foundation

EIN 34-6573296 • 501(c)3 • Lima, OH

Profile

To make cash grants for educational, charitable, and benevolent purposes.

4511 Elida RdLima, OH 45807

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-235%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$773,930

Up $19,260 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$773,930

Up $19,260 (+2.6%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin2nd percentile

Revenue

Down

$338,940

Down $11,823 (-3.4%) from 2023

Expenses

Up

$338,763

Up $15,200 (+4.7%) from 2023

Net Income

Down

$177

Down $27,023 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $519,763Liabilities 2012: $0Net Assets 2012: $519,7632012Assets 2013: $560,520Liabilities 2013: $0Net Assets 2013: $560,5202013Assets 2014: $656,618Liabilities 2014: $0Net Assets 2014: $656,6182014Assets 2015: $628,502Liabilities 2015: $0Net Assets 2015: $628,5022015Assets 2016: $715,225Liabilities 2016: $0Net Assets 2016: $715,2252016Assets 2017: $666,523Liabilities 2017: $0Net Assets 2017: $666,5232017Assets 2018: $686,478Liabilities 2018: $0Net Assets 2018: $686,4782018Assets 2019: $1,038,611Liabilities 2019: $290,000Net Assets 2019: $748,6112019Assets 2020: $1,328,034Liabilities 2020: $185,500Net Assets 2020: $1,142,5342020Assets 2021: $1,518,960Liabilities 2021: $11,419Net Assets 2021: $1,507,5412021Assets 2022: $702,687Liabilities 2022: $0Net Assets 2022: $702,6872022Assets 2023: $754,670Liabilities 2023: $0Net Assets 2023: $754,6702023Assets 2024: $773,930Liabilities 2024: $0Net Assets 2024: $773,9302024

Highlighted filing

2024

Assets$773,930
Liabilities$0
Net Assets$773,930
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $69,5282012Expenses 2013: $100,0642013Revenue 2014: $87,757Expenses 2014: $87,815Net Income 2014: -$582014Revenue 2015: $41,679Expenses 2015: $73,901Net Income 2015: -$32,2222015Revenue 2016: $170,262Expenses 2016: $68,969Net Income 2016: $101,2932016Revenue 2017: $114,404Expenses 2017: $205,804Net Income 2017: -$91,4002017Revenue 2018: $105,531Expenses 2018: $110,978Net Income 2018: -$5,4472018Revenue 2019: $153,216Expenses 2019: $93,737Net Income 2019: $59,4792019Revenue 2020: $482,730Expenses 2020: $87,095Net Income 2020: $395,6352020Revenue 2021: $334,117Expenses 2021: $83,271Net Income 2021: $250,8462021Revenue 2022: $292,698Expenses 2022: $979,187Net Income 2022: -$686,4892022Revenue 2023: $350,763Expenses 2023: $323,563Net Income 2023: $27,2002023Revenue 2024: $338,940Expenses 2024: $338,763Net Income 2024: $1772024

Highlighted filing

2024

Revenue$338,940
Expenses$338,763
Net Income$177
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$773,930
Liabilities
$0
Net assets
$773,930
Revenue
$338,940
Expenses
$338,763
Net income
$177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.34$0.34$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.35$0.32$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.29$0.98$0.69
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$0.33$0.08$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.19$1.14$0.48$0.09$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.29$0.75$0.15$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.11$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.11$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.17$0.07$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.09$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$338,940
Mission and Program Overview

Mission

To make cash grants for educational, charitable, and benevolent purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$754,670$773,930▲ $19,260
Investments Other Securities$659,399$704,729▲ $45,330
Cash and Non-Interest-Bearing Accounts$95,197$69,127▼ $26,070
Savings and Temporary Cash Investments$74$74→ $0
Total Assets$754,670$773,930▲ $19,260
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$754,670$773,930▲ $19,260
Total Liabilities and Net Assets / Fund Balance$754,670$773,930▲ $19,260

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$704,729--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Sue FiferSecretary$1,000$1,000

Board Members and Trustees

NameTitle
Berlin CarrollPresident
Abe AmbrozaTrustee
John PayneTrustee
Julie KlinglerTrustee
Michael SarnoTrustee
Sam BassettTrustee
Troy ElwerTrustee
Jodi AddisSecretary
Ann WellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$274,049
Program Service Revenue
$0
Investment Income
$26,248
Other Revenue
$38,643
All Other Contributions
$262,716
Change in Net Assets
$177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$332,395
Other Expenses$5,368
Salaries, Compensation, and Employee Benefits$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$295,960--$295,960
Grants to Domestic Individuals$36,435--$36,435
Fees for Services Accounting-$3,688-$3,688
Fees for Services Other-$1,200-$1,200
Current Officers, Directors, Trustees, and Key Employees-$1,000-$1,000
Other Expenses-$200-$200
Total Functional Expenses$332,395$6,368$0$338,763
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of LimaLima, OHGovAmphitheater$273,393
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rex Perry Golf$27,556$27,556-$27,556
Christmas Aucti$8,145$8,145-$8,145
Total Events$35,701$35,701-$35,701
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“All governing docs, policies, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lima Rotary Foundation
EIN
34-6573296
Phone
4192270027
Address
4511 ELIDA RD, LIMA, OH 45807

Signing Officer

Name
Ann Welly
Title
Treasurer
Phone
4192270027
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Welly
Formed
1967
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

Firm
Sielschott Walsh Keifer Regula & Sherer
Address
711 DEAN AVE, LIMA, OH 45804-3210
Preparer
Tracey a Regula CPA
Phone
4192222001
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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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/ReturnTs02024-10-30T08:18:05-04:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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