Civic Intelligence

Lima Rotary Foundation

990 • Fiscal year 2016 • EIN 34-6573296

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 16, 2016

Organization ProfileN/A
711 Dean AvenueLima, OH 45804

(419) 222-2001

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$750

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

309%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$715,225

Up $86,723 (+14%) from 2015

Net Assets

Up

$715,225

Up $86,723 (+14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$170,262

Up $128,583 (+309%) from 2015

Expenses

Down

$68,969

Down $4,932 (-6.7%) from 2015

Net Income

Up

$101,293

Up $133,515 (+414%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2016

Assets$715,225
Liabilities$0
Net Assets$715,225
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

2016

Revenue$170,262
Expenses$68,969
Net Income$101,293
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 16, 2016
Return Version
2015v2.1
Gross Receipts
$170,362
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$628,502$715,225▲ $86,723
Investments Other Securities$613,203$656,293▲ $43,090
Cash and Non-Interest-Bearing Accounts$15,299$58,932▲ $43,633
Total Assets$628,502$715,225▲ $86,723
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$628,502$715,225▲ $86,723
Total Liabilities and Net Assets / Fund Balance$628,502$715,225▲ $86,723

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$656,293--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
Jared T WalshTreasurer$750$750
David CollinsSecretary$750$750

Board Members and Trustees

NameTitle
Cynthia WoodDirector
Anthony DepalmaTrustee
Butch KirkTrustee
Dale LewellenTrustee
Jay WengerTrustee
Jeff FitzgeraldTrustee
Jeff SpragueTrustee
Jonalee SchmidtTrustee
Richard WarrenTrustee
Scott L ShaferTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$23,722
Program Service Revenue
$0
Investment Income
$23,855
Other Revenue
$122,685
Change in Net Assets
$101,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,665
Other Expenses$2,804
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,665--$37,665
Grants to Domestic Individuals$27,000--$27,000
Current Officers, Directors, Trustees, and Key Employees-$1,500-$1,500
Insurance-$574-$574
Fees for Services Legal-$350-$350
Office Expenses-$225-$225
Other Expenses-$69-$69
Total Functional Expenses$64,665$4,304$0$68,969
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mesa---$5,790
Riverwalk Maint Mou---$5,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$122,785
Fundraising Direct Expenses$100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rex Perry Golf$68,468$68,468-$68,468
Blood Clinic$32,304$32,304$100$32,204
Total Events$122,785$122,785$100$122,685
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 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
4192222001
Address
711 DEAN AVENUE, LIMA, OH 45804

Signing Officer

Name
Jared T Walsh
Title
Treasurer
Phone
4192222001
Signed
2016-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared T Walsh
Formed
1967
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
10
Employees
0

Preparer

Firm
Sielschott Walsh Keifer & Regula Inc
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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067125
IRS990ScheduleA/Total509Grp/TotalAmt0418149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0179756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073596
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0475893
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0656293
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0656293
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REX PERRY GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BLOOD CLINIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0122785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0122785
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0122685
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt05164
IRS990ScheduleI/RecipientTable/CashGrantAmt15790
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RIVERWALK MAINT MOU
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MESA
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/TotalAssetsBOYAmt0628502
IRS990/TotalAssetsEOYAmt0715225
IRS990/TotalAssetsGrp/BOYAmt0628502
IRS990/TotalAssetsGrp/EOYAmt0715225
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023722
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04304
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064665
IRS990/TotalFunctionalExpensesGrp/TotalAmt068969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0628502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0715225
IRS990/TotalProgramServiceExpensesAmt064665
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023855
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170262
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0628502
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0715225
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0711 DEAN AVENUE
IRS990/USAddress/CityNm0LIMA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045804
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JARED T WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04192222001
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIMA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIMA
ReturnHeader/Filer/EIN0346573296
ReturnHeader/Filer/PhoneNum04192222001
ReturnHeader/Filer/USAddress/AddressLine1Txt0711 DEAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0LIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341641531
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIELSCHOTT WALSH KEIFER & REGULA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0711 DEAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0458043210
ReturnHeader/PreparerPersonGrp/PhoneNum04192222001
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY A REGULA CPA
ReturnHeader/ReturnTs02016-09-16T13:23:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$715,225
Liabilities
$0
Net assets
$715,225
Revenue
$170,262
Expenses
$68,969
Net income
$101,293
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