Civic Intelligence

Lima Rotary Foundation

990 • Fiscal year 2020 • EIN 34-6573296

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 20, 2020

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

56th percentile

0.14x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.38x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$750

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

215%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$1,328,034

Up $289,423 (+28%) from 2019

Net Assets

Up

$1,142,534

Up $393,923 (+53%) from 2019

Liabilities

Down

$185,500

Down $104,500 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin97th percentile

Revenue

Up

$482,730

Up $329,514 (+215%) from 2019

Expenses

Down

$87,095

Down $6,642 (-7.1%) from 2019

Net Income

Up

$395,635

Up $336,156 (+565%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2020

Assets$1,328,034
Liabilities$185,500
Net Assets$1,142,534
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$482,730
Expenses$87,095
Net Income$395,635
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 20, 2020
Return Version
2019v5.0
Gross Receipts
$482,730
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$748,611$1,142,534▲ $393,923
Land, Buildings, and Equipment, Net$478,963$619,938▲ $140,975
Investments Other Securities$530,072$555,744▲ $25,672
Savings and Temporary Cash Investments-$100,010-
Cash and Non-Interest-Bearing Accounts$29,576$52,342▲ $22,766
Total Assets$1,038,611$1,328,034▲ $289,423
Liabilities
Mortgage Notes Payable Secured by Investment Property$290,000$185,500▼ $104,500
Total Liabilities$290,000$185,500▼ $104,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$748,611$1,142,534▲ $393,923
Total Liabilities and Net Assets / Fund Balance$1,038,611$1,328,034▲ $289,423

Asset Categories

AssetBook ValueDepreciationBasis
Land$619,938-$619,938
Other Securities$555,744--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

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

Board Members and Trustees

NameTitle
Adah EllerbrockTrustee
Adam StollyTrustee
Andy WannemacherTrustee
Beth SeibertTrustee
Demi BurdenTrustee
Dr Jeff UnterbrinkTrustee
Elizabeth Brown EllisTrustee
Lesley FryTrustee
Linda HamiltonTrustee
Paul SchwartzPast Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$388,282
Program Service Revenue
$0
Investment Income
$27,390
Other Revenue
$67,058
All Other Contributions
$382,345
Change in Net Assets
$395,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,479
Other Expenses$19,116
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,425--$44,425
Grants to Domestic Orgs$22,054--$22,054
Interest-$8,445-$8,445
Occupancy-$3,651-$3,651
Fees for Services Other-$2,619-$2,619
Current Officers, Directors, Trustees, and Key Employees$1,500--$1,500
Fees for Services Accounting-$955-$955
Insurance-$500-$500
Other Expenses-$200-$200
Office Expenses-$97-$97
Total Functional Expenses$67,979$19,116$0$87,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,058
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rex Perry Golf$40,000$40,000-$40,000
Blood Clinic$20,435$20,435-$20,435
Total Events$67,058$67,058-$67,058
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
4192222001
Address
711 DEAN AVENUE, LIMA, OH 45804

Signing Officer

Name
Jared T Walsh
Title
Treasurer
Phone
4192222001
Signed
2020-10-20
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 & Sherer
Address
711 DEAN AVE, LIMA, OH 45804-3210
Preparer
Tracey a Regula CPA
Phone
4192222001
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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
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ReturnHeader/FilingSecurityInformation/IPTm010:04:02
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,328,034
Liabilities
$185,500
Net assets
$1,142,534
Revenue
$482,730
Expenses
$87,095
Net income
$395,635
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