Civic Intelligence

Sergeant Daniel LIM Memorial Foundation

EIN 45-2533986 • 501(c)3 • Yorba Linda, CA

Profile

The foundation was established as a tribute to sergeant daniel lim who was killed on july 24, 2010 in afghanistan while he was serving on active duty in "operation enduring freedom". The objectives of the foundation is: - to hold and manage property and funds for charitable purposes. - to provide educational assistance mainly in the form of scholarship to graduating high school students and college students who are having financial hardship and/or children of active-duty, retired, disabled or deceased military personnel.

17242 Blue Spruce LnYorba Linda, CA 92886

www.sgtdaniellimmemorialfoundation.com

Siviq Scores

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

Liabilities / Assets

99th percentile

12.28x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

1.95x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

15th percentile

-60%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,506

Down $2,269 (-60%) from 2015

Liabilities

Flat

$18,500

Flat from 2015

Net Assets

Down

-$16,994

Down $2,269 (-15%) from 2015

Operations
Liabilities / Revenue97th percentileNet Margin21st percentile

Revenue

Down

$9,500

Down $12,000 (-56%) from 2015

Expenses

Down

$11,769

Down $9,971 (-46%) from 2015

Net Income

Down

-$2,269

Down $2,029 (-845%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$20K$10K$0-$10K-$20KAssets 2012: $1,946Liabilities 2012: $18,500Net Assets 2012: -$16,5542012Assets 2013: $1,255Liabilities 2013: $18,500Net Assets 2013: -$17,2452013Assets 2014: $4,015Liabilities 2014: $18,500Net Assets 2014: -$14,4852014Assets 2015: $3,775Liabilities 2015: $18,500Net Assets 2015: -$14,7252015Assets 2016: $1,506Liabilities 2016: $18,500Net Assets 2016: -$16,9942016

Highlighted filing

2016

Assets$1,506
Liabilities$18,500
Net Assets-$16,994
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $7,500Expenses 2012: $11,965Net Income 2012: -$4,4652012Revenue 2013: $18,200Expenses 2013: $18,891Net Income 2013: -$6912013Revenue 2014: $15,500Expenses 2014: $12,740Net Income 2014: $2,7602014Revenue 2015: $21,500Expenses 2015: $21,740Net Income 2015: -$2402015Revenue 2016: $9,500Expenses 2016: $11,769Net Income 2016: -$2,2692016

Highlighted filing

2016

Revenue$9,500
Expenses$11,769
Net Income-$2,269
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$1,506
Liabilities
$18,500
Net assets
-$16,994
Revenue
$9,500
Expenses
$11,769
Net income
-$2,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.51$18.5$17.0$9.50$11.8$2.27
2015Detailed filing. Detailed filing data is available for this year.$3.78$18.5$14.7$21.5$21.7$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.02$18.5$14.5$15.5$12.7$2.76
2013Detailed filing. Detailed filing data is available for this year.$1.26$18.5$17.2$18.2$18.9$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$18.5$16.6$7.50$12.0$4.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$9,500
Mission and Program Overview

Mission

The foundation was established as a tribute to sergeant daniel lim who was killed on july 24, 2010 in afghanistan while he was serving on active duty in "operation enduring freedom". The objectives of the foundation is: - to hold and manage property and funds for charitable purposes. - to provide educational assistance mainly in the form of scholarship to graduating high school students and college students who are having financial hardship and/or children of active-duty, retired, disabled or deceased military personnel.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS THE SCHOLARSHIPS OF 11,000 WERE GRANTED TO THE SELECTED ELEVEN STUDENTS.$11,000$11,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WOO B LIMDirector-$0--
SOON Y LIMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sergeant Daniel Lim Memorial
EIN
45-2533986
Phone
3108927083
Address
17242 BLUE SPRUCE LN, YORBA LINDA, CA 92886

Signing Officer

Name
Woo B Lim
Title
Director
Phone
3108927083
Signed
2017-05-09

Preparer

Firm
Jc & Associates
Address
17310 RED HILL AVE STE 335, IRVINE, CA 92614-5668
Preparer
Jaiden Choi
Phone
9499100503
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“N/A 11,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank service charges 5 office supplies 24 total 29”

Form 990-ez, Part II, Line 24

“1,350 1,350 less accumulated amortization 413 503 total 937 847”

Form 990-ez, Part II, Line 26

“Loan payable 18,500 18,500”

Form 990-ez, Part III

“The foundation was established as a tribute to sergeant daniel lim who was killed on july 24, 2010 in afghanistan while he was serving on active duty in "operation enduring freedom". The objectives of the foundation is: - to hold and manage property and funds for charitable purposes. - to provide educational assistance mainly in the form of scholarship to graduating high school students and college students who are having financial hardship and/or children of active-duty, retired, disabled or deceased military personnel.”

Raw XML Appendix129 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0WOO B LIM
IRS990EZ/BooksInCareOfDetail/PhoneNum03105275300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017242 BLUE SPRUCE LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YORBA LINDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0659
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2269
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01506
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011000
IRS990EZ/GrossReceiptsAmt09500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-14725
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-16994
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-14725
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-16994
IRS990EZ/OccupancyRentUtltsAndMaintAmt090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOON Y LIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0937
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0847
IRS990EZ/OtherExpensesTotalAmt029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION WAS ESTABLISHED AS A TRIBUTE TO SERGEANT DANIEL LIM WHO WAS KILLED ON JULY 24, 2010 IN AFGHANISTAN WHILE HE WAS SERVING ON ACTIVE DUTY IN "OPERATION ENDURING FREEDOM". THE OBJECTIVES OF THE FOUNDATION IS: - TO HOLD AND MANAGE PROPERTY AND FUNDS FOR CHARITABLE PURPOSES. - TO PROVIDE EDUCATIONAL ASSISTANCE MAINLY IN THE FORM OF SCHOLARSHIP TO GRADUATING HIGH SCHOOL STUDENTS AND COLLEGE STUDENTS WHO ARE HAVING FINANCIAL HARDSHIP AND/OR CHILDREN OF ACTIVE-DUTY, RETIRED, DISABLED OR DECEASED MILITARY PERSONNEL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS THE SCHOLARSHIPS OF 11,000 WERE GRANTED TO THE SELECTED ELEVEN STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011769
IRS990EZ/TotalProgramServiceExpensesAmt011000
IRS990EZ/TotalRevenueAmt09500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SGTDANIELLIMMEMORIALFOUNDATION.COM
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073700
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt073700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073700
IRS990ScheduleA/TotalSupportAmt073700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A 11,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK SERVICE CHARGES 5 OFFICE SUPPLIES 24 TOTAL 29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21,350 1,350 LESS ACCUMULATED AMORTIZATION 413 503 TOTAL 937 847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOAN PAYABLE 18,500 18,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION WAS ESTABLISHED AS A TRIBUTE TO SERGEANT DANIEL LIM WHO WAS KILLED ON JULY 24, 2010 IN AFGHANISTAN WHILE HE WAS SERVING ON ACTIVE DUTY IN "OPERATION ENDURING FREEDOM". THE OBJECTIVES OF THE FOUNDATION IS: - TO HOLD AND MANAGE PROPERTY AND FUNDS FOR CHARITABLE PURPOSES. - TO PROVIDE EDUCATIONAL ASSISTANCE MAINLY IN THE FORM OF SCHOLARSHIP TO GRADUATING HIGH SCHOOL STUDENTS AND COLLEGE STUDENTS WHO ARE HAVING FINANCIAL HARDSHIP AND/OR CHILDREN OF ACTIVE-DUTY, RETIRED, DISABLED OR DECEASED MILITARY PERSONNEL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WOO B LIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03108927083
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SERGEANT DANIEL LIM MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SERG
ReturnHeader/Filer/EIN0452533986
ReturnHeader/Filer/PhoneNum03108927083
ReturnHeader/Filer/USAddress/AddressLine1Txt017242 BLUE SPRUCE LN
ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B58124282D75BC8B79D24278CFDBED498822BD74
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B58124282D75BC8B79D24278CFDBED498822BD74
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454333136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JC & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017310 RED HILL AVE STE 335
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926145668
ReturnHeader/PreparerPersonGrp/PhoneNum09499100503
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAIDEN CHOI
ReturnHeader/ReturnTs02017-05-10T11:07:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.