Civic Intelligence

Lima Rotary Foundation

990 • Fiscal year 2014 • EIN 34-6573296

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 12, 2014

Organization ProfileN/A
711 Dean Avenue45804

(419) 222-2001

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$750

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$656,618

Up $96,098 (+17%) from 2013

Net Assets

Up

$656,618

Up $96,098 (+17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin39th percentile

Revenue

$87,757

No earlier filing loaded for comparison.

Expenses

Down

$87,815

Down $12,249 (-12%) from 2013

Net Income

-$58

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2014

Assets$656,618
Liabilities$0
Net Assets$656,618
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$87,757
Expenses$87,815
Net Income-$58
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 12, 2014
Return Version
2013v3.1
Gross Receipts
$87,757
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$560,520$656,618▲ $96,098
Investments Other Securities$527,322$599,707▲ $72,385
Cash and Non-Interest-Bearing Accounts$33,198$56,911▲ $23,713
Total Assets$560,520$656,618▲ $96,098
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$560,520$656,618▲ $96,098
Total Liabilities and Net Assets / Fund Balance$560,520$656,618▲ $96,098

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$599,707--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Jared T WalshTreasurer$750$750
Rita BrownSecretary$750$750

Board Members and Trustees

NameTitle
Michael SchoenhoferDirector
Anthoney DepalmaTrustee
Carol BuettnerTrustee
Cliff BarberTrustee
Cynthia WoodTrustee
Dale LewellynTrustee
Jay WengerTrustee
Jeff SpragueTrustee
Jonalee SchmidtTrustee
Scott L ShaferTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$12,095
Program Service Revenue
$4,237
Investment Income
$9,230
Other Revenue
$62,195
All Other Contributions
$12,095
Change in Net Assets
$-58
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$83,670
Other Expenses$2,645
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,170--$39,170
Grants to Domestic Individuals$33,000--$33,000
Foreign Grants$11,500--$11,500
Current Officers, Directors, Trustees, and Key Employees-$1,500-$1,500
Office Expenses-$534-$534
Fees for Services Legal-$350-$350
Other Expenses-$45-$45
Total Functional Expenses$83,670$4,145$0$87,815
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$6,319
----$5,774

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,195
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$37,500$37,500-$37,500
Event 2$13,351$13,351-$13,351
Total Events$62,195$62,195-$62,195
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
Backup withholding compliance
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

EIN
34-6573296
Phone
4192222001

Signing Officer

Name
Jared T Walsh
Title
Treasurer
Phone
4192222001
Signed
2014-09-12
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Preparer
Jared T Walsh CPA
Phone
4192222001
Raw XML Appendix379 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.

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IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062195
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062195
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0REX PERRY GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CHRISTMAS AUCTI
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062195
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt06319
IRS990ScheduleI/RecipientTable/CashGrantAmt15774
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HIGH OCTANE DRUMLINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11ROTARY INTERNATIONAL PROJECT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10PO BOX 1529
IRS990ScheduleI/RecipientTable/USAddress/City0LIMA
IRS990ScheduleI/RecipientTable/USAddress/State0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode045802
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0560520
IRS990/TotalAssetsEOYAmt0656618
IRS990/TotalAssetsGrp/BOYAmt0560520
IRS990/TotalAssetsGrp/EOYAmt0656618
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012095
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04145
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083670
IRS990/TotalFunctionalExpensesGrp/TotalAmt087815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0560520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0656618
IRS990/TotalProgramServiceExpensesAmt083670
IRS990/TotalProgramServiceRevenueAmt04237
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013467
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087757
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0560520
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0656618
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED T WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04192222001
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIMA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIMA
ReturnHeader/Filer/EIN0346573296
ReturnHeader/Filer/PhoneNum04192222001
ReturnHeader/Filer/USAddress/AddressLine10711 DEAN AVENUE
ReturnHeader/Filer/USAddress/City0LIMA
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341641531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SIELSCHOTT WALSH KEIFER & REGULA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10711 DEAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0458043210
ReturnHeader/PreparerPersonGrp/PhoneNum04192222001
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED T WALSH CPA
ReturnHeader/ReturnTs02014-09-12T10:53:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$656,618
Liabilities
$0
Net assets
$656,618
Revenue
$87,757
Expenses
$87,815
Net income
-$58
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