Civic Intelligence

Lima Rotary Foundation

990 • Fiscal year 2017 • EIN 34-6573296

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 13, 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-80%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$750

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

19th percentile

-6.8%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$666,523

Down $48,702 (-6.8%) from 2016

Net Assets

Down

$666,523

Down $48,702 (-6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$114,404

Down $55,858 (-33%) from 2016

Expenses

Up

$205,804

Up $136,835 (+198%) from 2016

Net Income

Down

-$91,400

Down $192,693 (-190%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2017

Assets$666,523
Liabilities$0
Net Assets$666,523
Open 2017 Filing

Operations Trend

Revenue Growth8th 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

2017

Revenue$114,404
Expenses$205,804
Net Income-$91,400
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 13, 2017
Return Version
2016v3.0
Gross Receipts
$114,404
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$715,225$666,523▼ $48,702
Investments Other Securities$656,293$634,100▼ $22,193
Cash and Non-Interest-Bearing Accounts$58,932$32,423▼ $26,509
Total Assets$715,225$666,523▼ $48,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$715,225$666,523▼ $48,702
Total Liabilities and Net Assets / Fund Balance$715,225$666,523▼ $48,702

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$634,100--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
Jared T WalshTreasurer$750$750
Heather RutzSecretary$750$750

Board Members and Trustees

NameTitle
Butch KirkTrustee
Dale LewellenTrustee
Drew FieldsTrustee
Elizabeth BrownTrustee
Jay BeggTrustee
Jeff FitzgeraldTrustee
Jeff SpragueTrustee
Linda HamiltonTrustee
Richard WarrenTrustee
Scott ShaferPast Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$18,615
Program Service Revenue
$0
Investment Income
$22,952
Other Revenue
$72,837
Change in Net Assets
$-91,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,780
Other Expenses$3,524
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,780--$144,780
Grants to Domestic Individuals$56,000--$56,000
Fees for Services Legal-$1,601-$1,601
Current Officers, Directors, Trustees, and Key Employees-$1,500-$1,500
Office Expenses-$101-$101
Other Expenses-$18-$18
Total Functional Expenses$200,780$5,024$0$205,804
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Abilities League Ball Field---$100,000
Rotary International Project---$14,700
Riverwalk Maint Mou---$5,152
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,837
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rex Perry Golf$31,158$31,158-$31,158
Blood Clinic$21,982$21,982-$21,982
Total Events$67,121$67,121-$67,121
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
2017-09-13
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/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052320
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REX PERRY GOLF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BLOOD CLINIC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031158
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067121
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031158
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067121
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt056000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt05152
IRS990ScheduleI/RecipientTable/CashGrantAmt114700
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RIVERWALK MAINT MOU
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROTARY INTERNATIONAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ABILITIES LEAGUE BALL FIELD
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
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IRS990/TotalAssetsEOYAmt0666523
IRS990/TotalAssetsGrp/BOYAmt0715225
IRS990/TotalAssetsGrp/EOYAmt0666523
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018615
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05024
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200780
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205804
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0715225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0666523
IRS990/TotalProgramServiceExpensesAmt0200780
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022952
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114404
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0666523
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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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/SignatureDt02017-09-13
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082A173A8F8004776294A6804E5423F890986D1D8
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/PreparationDt02017-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACEY A REGULA CPA
ReturnHeader/ReturnTs02017-09-14T09:12:35-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$666,523
Liabilities
$0
Net assets
$666,523
Revenue
$114,404
Expenses
$205,804
Net income
-$91,400
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