Civic Intelligence

The Lima Community Foundation

990 • Fiscal year 2016 • EIN 34-6577091

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.limacommunityfoundation.org
PO Box 1086Lima, OH 45802

(419) 221-5928

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

39th percentile

$26,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-8.4%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$4,097,147

Down $2,373,514 (-37%) from 2015

Net Assets

Down

$4,097,147

Down $2,373,514 (-37%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Down

$643,208

Down $59,348 (-8.4%) from 2015

Expenses

Up

$450,073

Up $95,476 (+27%) from 2015

Net Income

Down

$193,135

Down $154,824 (-44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2016

Assets$4,097,147
Liabilities$0
Net Assets$4,097,147
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

2016

Revenue$643,208
Expenses$450,073
Net Income$193,135
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$643,208
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$6,244,482$3,870,968▼ $2,373,514
Cap Stk Tr Prin Current Funds$226,179$226,179→ $0
Cash and Non-Interest-Bearing Accounts$342,712$163,422▼ $179,290
Land, Buildings, and Equipment, Net-$34,390-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,470,661$4,097,147▼ $2,373,514
Other Assets Total$6,127,949$3,899,335▼ $2,228,614
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,470,661$4,097,147▼ $2,373,514
Total Liabilities and Net Assets / Fund Balance$6,470,661$4,097,147▼ $2,373,514

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,390$2,088$36,478
Compensation and Service Providers
Top Officer Pay39th 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
$521,135
Program Service Revenue
$0
Investment Income
$122,073
Other Revenue
$0
All Other Contributions
$58,589
Change in Net Assets
$193,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$299,184
Other Expenses$124,889
Salaries, Compensation, and Employee Benefits$26,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$299,184--$299,184
Current Officers, Directors, Trustees, and Key Employees-$26,000-$26,000
Occupancy-$6,027-$6,027
Other Expenses$13,667$3,058-$3,058
Insurance-$2,164-$2,164
All Other Expenses-$1,505-$1,505
Fees for Services Accounting-$540-$540
Office Expenses-$403-$403
Fees for Services Other-$200-$200
Total Functional Expenses$410,176$39,897$0$450,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Equestrian Therapy ProgramCridersville, OH-Program Support$50,000
United Way of Greater LimaLima, OH-Unrestricted$10,000
Liberty Arts Magnet SchoolLima, OH-Program Support$6,400
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

Filer Name
The Lima Community Foundation
EIN
34-6577091
Phone
4192215928
Address
PO Box 1086, Lima, OH 45802

Signing Officer

Name
John W MacDonell
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
ES Evans and Company
Address
205 West Elm Street, Lima, OH 45801
Preparer
Daniel F Clifford CPA CVA
Phone
4192233075
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Withdraw of funds by Equestrian Therapy Program = -$2466807”

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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PriorPeriodAdjustmentsAmt0-695
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0464305
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0200064
IRS990/PYInvestmentIncomeAmt0238251
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0128533
IRS990/PYRevenuesLessExpensesAmt0347959
IRS990/PYSalariesCompEmpBnftPaidAmt026000
IRS990/PYTotalExpensesAmt0354597
IRS990/PYTotalRevenueAmt0702556
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0193135
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06244482
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03870968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0521135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0464305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0446185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0375639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0575810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02383074
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0122073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0238251
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0280956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0142463
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0108069
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0891812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0122073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0238251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0280956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0142463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0108069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0891812
IRS990ScheduleA/InvestmentIncomeCYPct00.27230
IRS990ScheduleA/InvestmentIncomePYPct00.30400
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72770
IRS990ScheduleA/PublicSupportPY509Pct00.69600
IRS990ScheduleA/PublicSupportTotal509Amt02383074
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0521135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0464305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0446185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0375639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0575810
IRS990ScheduleA/Total509Grp/TotalAmt02383074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0643208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0702556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0727141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0518102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0683879
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03274886
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/BookValueAmt034390
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02088
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036478
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Pangle Build Note
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034390
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03899335
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt16400
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Unrestricted
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Equestrian Therapy Program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Liberty Arts Magnet School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2United Way of Greater Lima
IRS990ScheduleI/RecipientTable/RecipientEIN0341376159
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt022532 Bowsher Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1338 W Kibby
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2616 S Collett Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cridersville
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Lima
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Lima
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045806
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd245805
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Withdraw of funds by Equestrian Therapy Program = -$2466807
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,097,147
Liabilities
$0
Net assets
$4,097,147
Revenue
$643,208
Expenses
$450,073
Net income
$193,135
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