Civic Intelligence

The Lima Community Foundation

990 • Fiscal year 2018 • EIN 34-6577091

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$26,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

129%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,571,683

Up $917,649 (+20%) from 2017

Net Assets

Up

$5,571,683

Up $917,649 (+20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

Up

$1,138,572

Up $642,431 (+129%) from 2017

Expenses

Up

$240,289

Up $47,193 (+24%) from 2017

Net Income

Up

$898,283

Up $595,238 (+196%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$5,571,683
Liabilities$0
Net Assets$5,571,683
Open 2018 Filing

Operations Trend

Revenue Growth95th 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

2018

Revenue$1,138,572
Expenses$240,289
Net Income$898,283
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$1,138,572
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$4,427,855$5,345,504▲ $917,649
Cash and Non-Interest-Bearing Accounts$224,491$285,813▲ $61,322
Cap Stk Tr Prin Current Funds$226,179$226,179→ $0
Land, Buildings, and Equipment, Net$28,657$17,195▼ $11,462
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$4,654,034$5,571,683▲ $917,649
Other Assets Total$4,400,886$5,268,675▲ $867,789
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,654,034$5,571,683▲ $917,649
Total Liabilities and Net Assets / Fund Balance$4,654,034$5,571,683▲ $917,649

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,195$19,283$36,478
Compensation and Service Providers
Top Officer Pay22nd 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
Deborah S VioletDirector
Elizabeth W WingetDirector
Everett S Kirk IIIDirector
Gloria P LeechDirector
Miner O DickasonDirector
Karen A BoitnottRecording Sec'y
Revenue and Support

Revenue Composition

Contributions and Grants
$751,960
Program Service Revenue
$0
Investment Income
$386,612
Other Revenue
$0
All Other Contributions
$16,367
Change in Net Assets
$898,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,142
Salaries, Compensation, and Employee Benefits$37,502
Other Expenses$30,645
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,142--$172,142
Other Salaries and Wages-$37,502-$37,502
Depreciation Depletion-$11,462-$11,462
Office Expenses-$1,782-$1,782
All Other Expenses$685$693-$1,378
Other Expenses$11,072$992-$992
Total Functional Expenses$183,899$56,390$0$240,289
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
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
ES Evans and Company
Address
205 West Elm Street, Lima, OH 45801
Preparer
Jennifer J Birkemeier CPA CFE
Phone
4192233075
Raw XML AppendixShowing 400 of 431 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To promote philanthropy, and provide stewardship and leadership to enhance the use of community resources to meet the needs of its citizens.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt016367
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0693
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0685
IRS990/AllOtherExpensesGrp/TotalAmt01378
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Susie A Gray
IRS990/BooksInCareOfDetail/PhoneNum04192215928
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 N Elizabeth St Suite 509
IRS990/BooksInCareOfDetail/USAddress/CityNm0Lima
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045801
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0226179
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0226179
IRS990/CashNonInterestBearingGrp/BOYAmt0224491
IRS990/CashNonInterestBearingGrp/EOYAmt0285813
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0751960
IRS990/CYGrantsAndSimilarPaidAmt0172142
IRS990/CYInvestmentIncomeAmt0386612
IRS990/CYOtherExpensesAmt030645
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0898283
IRS990/CYSalariesCompEmpBnftPaidAmt037502
IRS990/CYTotalExpensesAmt0240289
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01138572
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011462
IRS990/DepreciationDepletionGrp/TotalAmt011462
IRS990/Desc0Grants paid to local organizations
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0183899
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt0682535
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0John W MacDonell
IRS990/Form990PartVIISectionAGrp/PersonNm1Phillip L Trueblood
IRS990/Form990PartVIISectionAGrp/PersonNm2Susie A Gray
IRS990/Form990PartVIISectionAGrp/PersonNm3Deborah S Violet
IRS990/Form990PartVIISectionAGrp/PersonNm4Karen A Boitnott
IRS990/Form990PartVIISectionAGrp/PersonNm5Miner O Dickason
IRS990/Form990PartVIISectionAGrp/PersonNm6David W Hardy
IRS990/Form990PartVIISectionAGrp/PersonNm7Everett S Kirk III
IRS990/Form990PartVIISectionAGrp/PersonNm8Elizabeth W Winget
IRS990/Form990PartVIISectionAGrp/PersonNm9Gloria P Leech
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt226000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Recording Sec'y
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0172142
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0172142
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0172142
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01138572
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0386612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0386612
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019283
IRS990/LandBldgEquipBasisNetGrp/BOYAmt028657
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017195
IRS990/LandBldgEquipCostOrOtherBssAmt036478
IRS990/LegalDomicileStateCd0OH
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt053058
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To promote philanthropy, and provide stewardship and leadership to enhance the use of community resources to meet the needs of its citizens.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04654034
IRS990/NetAssetsOrFundBalancesEOYAmt05571683
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt019366
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01782
IRS990/OfficeExpensesGrp/TotalAmt01782
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04400886
IRS990/OtherAssetsTotalGrp/EOYAmt05268675
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Investment Mgmt Fee
IRS990/OtherExpensesGrp/Desc1Software
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Membership Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11520
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2992
IRS990/OtherExpensesGrp/ProgramServicesAmt011072
IRS990/OtherExpensesGrp/TotalAmt011072
IRS990/OtherExpensesGrp/TotalAmt12439
IRS990/OtherExpensesGrp/TotalAmt21520
IRS990/OtherExpensesGrp/TotalAmt3992
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037502
IRS990/OtherSalariesAndWagesGrp/TotalAmt037502
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0301741
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0130961
IRS990/PYInvestmentIncomeAmt0194400
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt036135
IRS990/PYRevenuesLessExpensesAmt0303045
IRS990/PYSalariesCompEmpBnftPaidAmt026000
IRS990/PYTotalExpensesAmt0193096
IRS990/PYTotalRevenueAmt0496141
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0898283
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04427855
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05345504
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0751960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0301741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0521135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0464305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0446185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02485326
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0386612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0194400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0122073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0238251
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0280956
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01222292
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0386612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0194400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0122073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0238251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0280956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01222292
IRS990ScheduleA/InvestmentIncomeCYPct00.32970
IRS990ScheduleA/InvestmentIncomePYPct00.31680
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67030
IRS990ScheduleA/PublicSupportPY509Pct00.68320
IRS990ScheduleA/PublicSupportTotal509Amt02485326
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0751960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0301741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0521135
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0464305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0446185
IRS990ScheduleA/Total509Grp/TotalAmt02485326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01138572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0496141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0643208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0702556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0727141
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03707618
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt017195
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019283
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036478
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017195
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05268675
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04654034
IRS990/TotalAssetsEOYAmt05571683
IRS990/TotalAssetsGrp/BOYAmt04654034
IRS990/TotalAssetsGrp/EOYAmt05571683
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0751960
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056390
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0183899
IRS990/TotalFunctionalExpensesGrp/TotalAmt0240289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04654034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05571683
IRS990/TotalProgramServiceExpensesAmt0183899
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt026000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0386612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01138572
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04654034
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05571683
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,571,683
Liabilities
$0
Net assets
$5,571,683
Revenue
$1,138,572
Expenses
$240,289
Net income
$898,283
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits