Civic Intelligence

Lima Symphony Orchestra Endowment Trust

EIN 34-6923360 • 501(c)3 • Lima, OH

Profile

To support programs and activities of the lima symphony orchestra association

PO Box 1651Lima, OH 45802-1651

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

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

4947(a)1 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

93rd percentile

139%

Higher net margin than 93% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

8th percentile

-18%

Faster asset growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,619,424

Up $149,208 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,619,424

Up $149,208 (+10%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$242,717

Up $482,264 (+201%) from 2022

Expenses

Up

$93,509

Up $854 (+0.9%) from 2022

Net Income

Up

$149,208

Up $481,410 (+145%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,198,377Liabilities 2014: $0Net Assets 2014: $1,198,3772014Assets 2015: $1,112,484Liabilities 2015: $0Net Assets 2015: $1,112,4842015Assets 2016: $1,083,649Liabilities 2016: $0Net Assets 2016: $1,083,6492016Assets 2018: $1,043,975Liabilities 2018: $0Net Assets 2018: $1,043,9752018Assets 2019: $1,246,371Liabilities 2019: $0Net Assets 2019: $1,246,3712019Assets 2020: $1,369,181Liabilities 2020: $0Net Assets 2020: $1,369,1812020Assets 2021: $1,802,418Liabilities 2021: $0Net Assets 2021: $1,802,4182021Assets 2022: $1,470,216Liabilities 2022: $0Net Assets 2022: $1,470,2162022Assets 2023: $1,619,424Liabilities 2023: $0Net Assets 2023: $1,619,4242023

Highlighted filing

2023

Assets$1,619,424
Liabilities$0
Net Assets$1,619,424
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2014: $76,371Expenses 2014: $63,631Net Income 2014: $12,7402014Revenue 2015: $72,959Expenses 2015: $67,070Net Income 2015: $5,8892015Revenue 2016: $69,054Expenses 2016: $62,887Net Income 2016: $6,1672016Revenue 2018: $137,070Expenses 2018: $66,708Net Income 2018: $70,3622018Revenue 2019: $79,956Expenses 2019: $67,455Net Income 2019: $12,5012019Revenue 2020: $39,726Expenses 2020: $69,445Net Income 2020: -$29,7192020Revenue 2021: $295,761Expenses 2021: $78,737Net Income 2021: $217,0242021Revenue 2022: -$239,547Expenses 2022: $92,655Net Income 2022: -$332,2022022Revenue 2023: $242,717Expenses 2023: $93,509Net Income 2023: $149,2082023

Highlighted filing

2023

Revenue$242,717
Expenses$93,509
Net Income$149,208
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$1,619,424
Liabilities
$0
Net assets
$1,619,424
Revenue
$242,717
Expenses
$93,509
Net income
$149,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.24$0.09$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.24$0.09$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.30$0.08$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.14$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 11, 2024
Return Version
2023v5.1
Gross Receipts
$242,717
Mission and Program Overview

Mission

To support programs and activities of the lima symphony orchestra association

To support the programs and activities of the lima symphony orchestra association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,369,905$1,533,564▲ $163,659
Cash and Non-Interest-Bearing Accounts$100,311$85,860▼ $14,451
Total Assets$1,470,216$1,619,424▲ $149,208
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$758,693$1,591,886▲ $833,193
Net Assets With Donor Restrictions$711,523$27,538▼ $683,985
Total Net Assets Fund Balance$1,470,216$1,619,424▲ $149,208
Total Liabilities and Net Assets / Fund Balance$1,470,216$1,619,424▲ $149,208

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,470,216$27,538▲ $215,179$10,637$1,619,424
2022$1,802,418$1,000▼ $240,547$10,899$1,470,216
2021$1,369,181$150,000▲ $361,974$10,847$1,802,418
2020$1,346,371-▲ $192,255$8,447$1,469,181
2019$1,043,975$21,510▲ $248,341$6,611$1,246,371
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
Elizabeth Broen EllisExecutive Director-$72,180$72,180
Fifth Third BankTrustee$10,637-$10,637

Board Members and Trustees

NameTitle
Shannon WannemacherPast President
Ty LotzPresident
Kari KuhnVice President
Chad StearnsTrustee
Jan HawkTrustee
Ben DiepenbrockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,538
Program Service Revenue
$0
Investment Income
$215,179
Other Revenue
$0
All Other Contributions
$27,538
Change in Net Assets
$149,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,872
Other Expenses$10,637
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,872--$82,872
Fees for Service Investment Mgmnt Fees$10,637--$10,637
Total Functional Expenses$93,509$0$0$93,509
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lima Symphony OrchestraLima, OH501 C 3For Operation of Orcanization$82,872
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section C, Line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Lima Symphony Orchestra Endowment Trust
EIN
34-6923360
Phone
4192225701
Address
PO BOX 1651, LIMA, OH 45802-1651

Signing Officer

Name
Elizabeth Brown Ellis
Title
Executive Director
Phone
4192225701
Signed
2024-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Brown Ellis
Formed
1989
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Meier Consulting
Address
203 SOUTH MAIN STREET, SAINT MARYS, OH 45885
Preparer
Kurt F Meier CPA
Phone
4193942130
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