Civic Intelligence

The Lima Community Foundation

990 • Fiscal year 2014 • EIN 34-6577091

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 19, 2015

Organization Profilewww.limacommunityfoundation.org
PO Box 108645802

(419) 221-5928

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$26,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,387,064

Up $445,204 (+7.5%) from 2013

Net Assets

Up

$6,387,064

Up $445,235 (+7.5%) from 2013

Liabilities

Down

$0

Down $31 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin96th percentile

Revenue

$727,141

No earlier filing loaded for comparison.

Expenses

Down

$184,836

Down $143,774 (-44%) from 2013

Net Income

$542,305

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $4,769,534Liabilities 2010: $0Net Assets 2010: $4,769,5342010Assets 2011: $4,961,456Liabilities 2011: $32Net Assets 2011: $4,961,4242011Assets 2012: $5,410,652Liabilities 2012: $31Net Assets 2012: $5,410,6212012Assets 2013: $5,941,860Liabilities 2013: $31Net Assets 2013: $5,941,8292013Assets 2014: $6,387,064Liabilities 2014: $0Net Assets 2014: $6,387,0642014Assets 2015: $6,470,661Liabilities 2015: $0Net Assets 2015: $6,470,6612015Assets 2016: $4,097,147Liabilities 2016: $0Net Assets 2016: $4,097,1472016Assets 2017: $4,654,034Liabilities 2017: $0Net Assets 2017: $4,654,0342017Assets 2018: $5,571,683Liabilities 2018: $0Net Assets 2018: $5,571,6832018Assets 2019: $5,246,362Liabilities 2019: $0Net Assets 2019: $5,246,3622019Assets 2020: $6,794,471Liabilities 2020: $0Net Assets 2020: $6,794,4712020Assets 2021: $7,350,092Liabilities 2021: $0Net Assets 2021: $7,350,0922021Assets 2022: $8,157,098Liabilities 2022: $0Net Assets 2022: $8,157,0982022Assets 2023: $8,307,246Liabilities 2023: $7,317Net Assets 2023: $8,299,9292023Assets 2024: $15,250,687Liabilities 2024: $5,446Net Assets 2024: $15,245,2412024

Highlighted filing

2014

Assets$6,387,064
Liabilities$0
Net Assets$6,387,064
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $219,6472010Expenses 2011: $483,0632011Expenses 2012: $234,9742012Expenses 2013: $328,6102013Revenue 2014: $727,141Expenses 2014: $184,836Net Income 2014: $542,3052014Revenue 2015: $702,556Expenses 2015: $354,597Net Income 2015: $347,9592015Revenue 2016: $643,208Expenses 2016: $450,073Net Income 2016: $193,1352016Revenue 2017: $496,141Expenses 2017: $193,096Net Income 2017: $303,0452017Revenue 2018: $1,138,572Expenses 2018: $240,289Net Income 2018: $898,2832018Revenue 2019: $616,605Expenses 2019: $926,918Net Income 2019: -$310,3132019Revenue 2020: $1,182,955Expenses 2020: $393,839Net Income 2020: $789,1162020Revenue 2021: $1,845,215Expenses 2021: $459,046Net Income 2021: $1,386,1692021Revenue 2022: $2,095,392Expenses 2022: $570,752Net Income 2022: $1,524,6402022Revenue 2023: $672,387Expenses 2023: $1,099,443Net Income 2023: -$427,0562023Revenue 2024: $8,324,539Expenses 2024: $785,576Net Income 2024: $7,538,9632024

Highlighted filing

2014

Revenue$727,141
Expenses$184,836
Net Income$542,305
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 19, 2015
Return Version
2013v4.0
Gross Receipts
$727,141
Mission and Program Overview

Mission

To promote philanthropy, and provide stewardship and leadership to enhance the use of community resources to meet the needs of its citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,771,008$6,216,243▲ $445,235
Cash and Non-Interest-Bearing Accounts$228,246$328,208▲ $99,962
Cap Stk Tr Prin Current Funds$170,821$170,821→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,941,860$6,387,064▲ $445,204
Other Assets Total$5,713,614$6,058,856▲ $345,242
Liabilities
Accounts Payable and Accrued Expenses$31--
Total Liabilities$31$0▼ $31
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,941,829$6,387,064▲ $445,235
Total Liabilities and Net Assets / Fund Balance$5,941,860$6,387,064▲ $445,204

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,088$2,088
Other Assets Org$3,946--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susie A GraySecretaryPT$26,000$26,000

Board Members and Trustees

NameTitle
John W MacDonellPresident
Phillip L TruebloodVice President
David W HardyDirector
Elizabeth WingetDirector
Everett S Kirk IIIDirector
Karen A BoitnottDirector
Miner O DickasonDirector
Deborah S VioletTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$446,185
Program Service Revenue
$0
Investment Income
$280,956
Other Revenue
$0
All Other Contributions
$2,036
Change in Net Assets
$542,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,952
Other Expenses$30,884
Salaries, Compensation, and Employee Benefits$26,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$127,952--$127,952
Current Officers, Directors, Trustees, and Key Employees-$26,000-$26,000
Office Expenses-$5,648-$5,648
All Other Expenses-$1,770-$1,770
Other Expenses$8,705$1,320-$1,320
Insurance-$305-$305
Total Functional Expenses$136,657$48,179$0$184,836
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
34-1376159-501(c)(3)Program Support$43,400
34-1266573-SchoolProgram Support$17,500
--501(c)(3)Unrestricted$10,000
34-4466356-501(c)(3)Emergency Med Educ Resource$8,150
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
34-6577091
Phone
4192215928

Signing Officer

Name
John W MacDonell
Title
President
Signed
2015-03-19
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Preparer
Daniel F Clifford CPA CVA
Phone
4192233075
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0542305
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05771008
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06216243
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0446185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0375639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0575810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0138900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01675412
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0280956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0142463
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108069
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0104000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0103736
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0739224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0280956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0142463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0108069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0104000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0103736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0739224
IRS990ScheduleA/InvestmentIncomeCYPct00.30600
IRS990ScheduleA/InvestmentIncomePYPct00.28560
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0817
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0817
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69360
IRS990ScheduleA/PublicSupportPY509Pct00.71400
IRS990ScheduleA/PublicSupportTotal509Amt01675412
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0446185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0375639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0575810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0138900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138878
IRS990ScheduleA/Total509Grp/TotalAmt01675412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0727141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0518102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0683879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0242900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0243431
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02415453
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02088
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02088
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03946
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Pangle Build Note Rec
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06058856
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt043400
IRS990ScheduleI/RecipientTable/CashGrantAmt117500
IRS990ScheduleI/RecipientTable/CashGrantAmt28150
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1School
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Emergency Med Educ Resource
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Unrestricted
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Equestrian Therapy Program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Lima City Arts Magnet School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Rhodes State Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13United Way of Greater Lima
IRS990ScheduleI/RecipientTable/RecipientEIN0341376159
IRS990ScheduleI/RecipientTable/RecipientEIN1341266573
IRS990ScheduleI/RecipientTable/RecipientEIN2344466356
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1022532 Bowsher Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11338 W Kibby
IRS990ScheduleI/RecipientTable/USAddress/AddressLine124240 Campus Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13616 S Collett St
IRS990ScheduleI/RecipientTable/USAddress/City0Cridersville
IRS990ScheduleI/RecipientTable/USAddress/City1Lima
IRS990ScheduleI/RecipientTable/USAddress/City2Lima
IRS990ScheduleI/RecipientTable/USAddress/City3Lima
IRS990ScheduleI/RecipientTable/USAddress/State0OH
IRS990ScheduleI/RecipientTable/USAddress/State1OH
IRS990ScheduleI/RecipientTable/USAddress/State2OH
IRS990ScheduleI/RecipientTable/USAddress/State3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode045806
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode145802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode245804
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode345805
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,387,064
Liabilities
$0
Net assets
$6,387,064
Revenue
$727,141
Expenses
$184,836
Net income
$542,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.01$15.2$8.32$0.79$7.54
2023Detailed filing. Detailed filing data is available for this year.$8.31$0.01$8.30$0.67$1.10$0.43
2022Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$2.10$0.57$1.52
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$1.85$0.46$1.39
2020Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$1.18$0.39$0.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.62$0.93$0.31
2018Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.14$0.24$0.90
2017Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.50$0.19$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.64$0.45$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.70$0.35$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.73$0.18$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.00$4.96$0.48
2010Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.22