Civic Intelligence

Lima Rotary Foundation

990 • Fiscal year 2023 • EIN 34-6573296

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

57th percentile

7.8%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$375

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

7.4%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

20%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$754,670

Up $51,983 (+7.4%) from 2022

Net Assets

Up

$754,670

Up $51,983 (+7.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin57th percentile

Revenue

Up

$350,763

Up $58,065 (+20%) from 2022

Expenses

Down

$323,563

Down $655,624 (-67%) from 2022

Net Income

Up

$27,200

Up $713,689 (+104%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$754,670
Liabilities$0
Net Assets$754,670
Open 2023 Filing

Operations Trend

Revenue Growth64th 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

2023

Revenue$350,763
Expenses$323,563
Net Income$27,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$350,763
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$702,687$754,670▲ $51,983
Investments Other Securities$609,837$659,399▲ $49,562
Cash and Non-Interest-Bearing Accounts$92,776$95,197▲ $2,421
Savings and Temporary Cash Investments$74$74→ $0
Total Assets$702,687$754,670▲ $51,983
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$702,687$754,670▲ $51,983
Total Liabilities and Net Assets / Fund Balance$702,687$754,670▲ $51,983

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$659,399--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
Jared T WalshTreasurer$375$375
Scott CockerellSecretary$375$375

Board Members and Trustees

NameTitle
Abe AmbrozaTrustee
Berlin CarrollTrustee
Chris HardestyTrustee
Corey FrazerTrustee
Craig KupferbergTrustee
Jennifer MasonTrustee
John PayneTrustee
Russell DeckerTrustee
Todd BenzTrustee
Troy ElwerTrustee
Sue FiferSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$248,340
Program Service Revenue
$0
Investment Income
$24,779
Other Revenue
$77,644
All Other Contributions
$246,527
Change in Net Assets
$27,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$318,508
Other Expenses$4,305
Salaries, Compensation, and Employee Benefits$750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$265,608--$265,608
Grants to Domestic Individuals$52,900--$52,900
Fees for Services Accounting-$2,625-$2,625
Fees for Services Other-$1,200-$1,200
Current Officers, Directors, Trustees, and Key Employees-$750-$750
Other Expenses-$200-$200
Total Functional Expenses$318,508$5,055$0$323,563
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of LimaLima, OHGovAmphitheater$206,037
Rotary International---$21,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,644
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rex Perry Golf$36,498$36,498-$36,498
Blood Clinic$17,970$17,970-$17,970
Total Events$77,644$77,644-$77,644
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
2023-10-24
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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ReturnHeader/ReturnTs02023-10-25T12:54:48-04:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$754,670
Liabilities
$0
Net assets
$754,670
Revenue
$350,763
Expenses
$323,563
Net income
$27,200
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