Civic Intelligence

Lima Symphony Orchestra Endowment Trust

990 • Fiscal year 2019 • EIN 34-6923360

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileN/A
PO Box 1651Lima, OH 45802-1651

(419) 222-5701

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$65,580

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 82.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,246,371

Up $202,396 (+19%) from 2018

Net Assets

Up

$1,246,371

Up $202,396 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin73rd percentile

Revenue

Down

$79,956

Down $57,114 (-42%) from 2018

Expenses

Up

$67,455

Up $747 (+1.1%) from 2018

Net Income

Down

$12,501

Down $57,861 (-82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$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

2019

Assets$1,246,371
Liabilities$0
Net Assets$1,246,371
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$79,956
Expenses$67,455
Net Income$12,501
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$290,471
Mission and Program Overview

Mission

To support programs and activities of the lima symphony orchestra association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$926,545$1,204,753▲ $278,208
Cash and Non-Interest-Bearing Accounts$117,430$41,618▼ $75,812
Total Assets$1,043,975$1,246,371▲ $202,396
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$870,182$870,182→ $0
Net Assets Without Donor Restrictions$173,793$376,189▲ $202,396
Total Net Assets Fund Balance$1,043,975$1,246,371▲ $202,396
Total Liabilities and Net Assets / Fund Balance$1,043,975$1,246,371▲ $202,396

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,043,975$21,510▲ $248,341-$1,246,371
2018$1,226,564-▼ $115,881-$1,043,975
2017$1,083,649$6,500▲ $200,494-$1,226,564
2016$1,112,484-▲ $34,052-$1,083,649
2015$1,198,377-▼ $18,823-$1,112,484
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseOtherTotal
Elizabeth BrownExecutive Director-$65,580$65,580
-Trustee$3,996-$3,996

Board Members and Trustees

NameTitle
Neil DarrChairman
Ben DiepenbrockTrustee
Donald WitterTrustee
Jan HawkTrustee
Ty LotzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,510
Program Service Revenue
$0
Investment Income
$58,446
Other Revenue
$0
All Other Contributions
$21,510
Change in Net Assets
$12,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,459
Salaries, Compensation, and Employee Benefits$3,996
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,459--$63,459
Current Officers, Directors, Trustees, and Key Employees$3,996--$3,996
Total Functional Expenses$67,455$0$0$67,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lima Symphony Orchestra AssociationLima, OH501(c)(3)For Operations of the Organization$60,844
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
Yes
Audit committee
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

Form 990, Part VI, Section B, Line 11B

“The organization's board reviews the form 990 prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“All trustees and officers are asked to be accountable for their actions.”

Form 990, Part VI, Section C, Line 19

“Pertinent documents are made available to the public upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Elizabeth Brown
Title
Executive Director
Phone
4192225701
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Rea & Associates Inc
Address
2579 SHAWNEE ROAD, LIMA, OH 45806
Preparer
Christopher J Ricker CPA
Phone
4193311040
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed since the previous year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are to be used for the operations of lima symphony orchestra association.”

PART X, LINE 2:

“The symphony qualifies as a tax exempt organization under section 501(c)(3) of the internal revenue code. The trust qualifies as a non-exempt charitable trust under section 4947 (a)(1) of the internal revenue code, and is not considered a private foundation. The symphony is required to evaluate the level of uncertainty related to whether tax positions taken on the accrual basis will be sustained upon examination. Any positions taken on the accrual basis that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying statements of financial position along with interest and penalties that would be payable to the taxing authorities upon examination. The symphony believes that none of the tax positions taken would materially impact the financial statements, and no such liabilities have been recorded.”

Raw XML AppendixShowing 400 of 504 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT PROGRAMS AND ACTIVITIES OF THE LIMA SYMPHONY ORCHESTRA ASSOCIATION
IRS990/AllOtherContributionsAmt021510
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELIZABETH BROWN
IRS990/BooksInCareOfDetail/PhoneNum04192225701
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0133 N ELIZABETH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0LIMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045801
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0117430
IRS990/CashNonInterestBearingGrp/EOYAmt041618
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03996
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03996
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021510
IRS990/CYGrantsAndSimilarPaidAmt063459
IRS990/CYInvestmentIncomeAmt058446
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt012501
IRS990/CYSalariesCompEmpBnftPaidAmt03996
IRS990/CYTotalExpensesAmt067455
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt079956
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO SUPPORT PROGRAMS AND ACTIVITIES OF THE LIMA SYMPHONY ORCHESTRA ASSOCIATION (A CHARITABLE ORGANIZATION)
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0870182
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0870182
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt067455
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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/PersonNm0DONALD WITTER
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2NEIL DARR
IRS990/Form990PartVIISectionAGrp/PersonNm3TY LOTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4BEN DIEPENBROCK
IRS990/Form990PartVIISectionAGrp/PersonNm5JAN HAWK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt63996
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt165580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt032417
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt063459
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063459
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063459
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0242932
IRS990/GrossReceiptsAmt0290471
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt026029
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026029
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0926545
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01204753
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0210515
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT PROGRAMS AND ACTIVITIES OF THE LIMA SYMPHONY ORCHESTRA ASSOCIATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01043975
IRS990/NetAssetsOrFundBalancesEOYAmt01246371
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt032417
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032417
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0189895
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0173793
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0376189
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH BROWN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt058290
IRS990/PYInvestmentIncomeAmt0137070
IRS990/PYOtherExpensesAmt0204
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt070362
IRS990/PYSalariesCompEmpBnftPaidAmt08214
IRS990/PYTotalExpensesAmt066708
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0137070
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt012501
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt026028
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt025800
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt026028
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt025800
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt026028
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt025800
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt025800
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt039051
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt039051
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt021930
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt039051
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt039051
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt039051
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt060844
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt060844
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt050433
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt058290
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt031194
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0111277
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt060844
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt050433
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt089484
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt060844
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt039051
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt060844
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt060844
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FILING ORGANIZATION AND THE SUPPORTED ORGANIZATION SHARE BOARD MEMBERS, THEREFORE THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE FILING ORGANIZATION'S OPERATIONS, INVESTMENT OBJECTIVES AND POLICIES, AND DETERMINATION OF WHAT FUNDS ARE USED FOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01148956
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01132720
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt050576
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt052069
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01098380
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01080651
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt017234
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt016991
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01131722
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01115729
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt039610
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt039051
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01148956
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01132720
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt039610
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt039051
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0344465022
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060844
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIMA SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt060844
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.10000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06611
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01043975
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt021510
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01246371
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060844
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0248341
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08418
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01226564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01043975
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt058290
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-115881
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08214
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01083649
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01226564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt055865
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0200494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07329
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01112484
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01083649
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt055558
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034052
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01198377
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01112484
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt059137
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18823
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE TO BE USED FOR THE OPERATIONS OF LIMA SYMPHONY ORCHESTRA ASSOCIATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE SYMPHONY QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUST QUALIFIES AS A NON-EXEMPT CHARITABLE TRUST UNDER SECTION 4947 (A)(1) OF THE INTERNAL REVENUE CODE, AND IS NOT CONSIDERED A PRIVATE FOUNDATION. THE SYMPHONY IS REQUIRED TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN ON THE ACCRUAL BASIS WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN ON THE ACCRUAL BASIS THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE SYMPHONY BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS, AND NO SUCH LIABILITIES HAVE BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.90000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt060844
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR OPERATIONS OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LIMA SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0344465022
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0133 N ELIZABETH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LIMA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045802
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BOARD REVIEWS THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TRUSTEES AND OFFICERS ARE ASKED TO BE ACCOUNTABLE FOR THEIR ACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERTINENT DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED SINCE THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LIMA SYMPHONY ORCHESTRA ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0344465022
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PERFORMANCE OF MUSIC RELATED PROGRAMS FOR THE PUBLIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0133 N ELIZABETH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LIMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045802

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,246,371
Liabilities
$0
Net assets
$1,246,371
Revenue
$79,956
Expenses
$67,455
Net income
$12,501
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