Civic Intelligence

Lima Rotary Foundation

990 • Fiscal year 2019 • EIN 34-6573296

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 28, 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

71st percentile

0.28x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

1.89x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$563

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

91st percentile

51%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

45%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,038,611

Up $352,133 (+51%) from 2018

Net Assets

Up

$748,611

Up $62,133 (+9.1%) from 2018

Liabilities

Up

$290,000

Up $290,000 from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin88th percentile

Revenue

Up

$153,216

Up $47,685 (+45%) from 2018

Expenses

Down

$93,737

Down $17,241 (-16%) from 2018

Net Income

Up

$59,479

Up $64,926 (+1192%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2019

Assets$1,038,611
Liabilities$290,000
Net Assets$748,611
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$153,216
Expenses$93,737
Net Income$59,479
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 28, 2020
Return Version
2018v3.2
Gross Receipts
$153,216
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$686,478$748,611▲ $62,133
Investments Other Securities$674,631$530,072▼ $144,559
Land, Buildings, and Equipment, Net-$478,963-
Cash and Non-Interest-Bearing Accounts$11,847$29,576▲ $17,729
Total Assets$686,478$1,038,611▲ $352,133
Liabilities
Mortgage Notes Payable Secured by Investment Property-$290,000-
Total Liabilities$0$290,000▲ $290,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$686,478$748,611▲ $62,133
Total Liabilities and Net Assets / Fund Balance$686,478$1,038,611▲ $352,133

Asset Categories

AssetBook ValueDepreciationBasis
Land$478,963-$478,963
Other Securities$530,072--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Jared T WalshTreasurer$563$563
Heather RutzSecretary$562$562

Board Members and Trustees

NameTitle
Andy WannemacherTrustee
Beth SeibertTrustee
Dr Jeff UnterbrinkTrustee
Drew FieldsTrustee
Elizabeth BrownTrustee
Jay BeggTrustee
Joe WatsonTrustee
Lesley FryTrustee
Linda HamiltonTrustee
Tracie SanchezEx-officio M
Jeff FitzgeraldPast Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$58,113
Program Service Revenue
$0
Investment Income
$30,663
Other Revenue
$64,440
All Other Contributions
$49,717
Change in Net Assets
$59,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,232
Other Expenses$10,380
Salaries, Compensation, and Employee Benefits$1,125
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,425--$42,425
Grants to Domestic Orgs$39,807--$39,807
Interest-$5,120-$5,120
Occupancy-$1,828-$1,828
Office Expenses-$1,281-$1,281
Current Officers, Directors, Trustees, and Key Employees-$1,125-$1,125
Insurance-$1,099-$1,099
Fees for Services Accounting-$550-$550
Other Expenses-$37-$37
Total Functional Expenses$82,232$11,505$0$93,737
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,440
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rex Perry Golf$41,750$41,750-$41,750
Blood Clinic$21,468$21,468-$21,468
Total Events$63,218$63,218-$63,218
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
2020-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared T Walsh
Formed
1967
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
11
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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,038,611
Liabilities
$290,000
Net assets
$748,611
Revenue
$153,216
Expenses
$93,737
Net income
$59,479
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