Civic Intelligence

Sergeant Daniel LIM Memorial Foundation

990EZ • Fiscal year 2015 • EIN 45-2533986

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

Organization ProfileWWW.SGTDANIELLIMMEMORIALFOUNDATION.COM
17242 Blue Spruce LnYorba Linda, CA 92886

(310) 892-7083

Siviq Scores

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

Liabilities / Assets

98th percentile

4.90x

Higher debt load relative to assets than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

0.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-1.1%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$3,775

Down $240 (-6.0%) from 2014

Net Assets

Down

-$14,725

Down $240 (-1.7%) from 2014

Liabilities

Flat

$18,500

Flat from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin38th percentile

Revenue

Up

$21,500

Up $6,000 (+39%) from 2014

Expenses

Up

$21,740

Up $9,000 (+71%) from 2014

Net Income

Down

-$240

Down $3,000 (-109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2015

Assets$3,775
Liabilities$18,500
Net Assets-$14,725
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

2015

Revenue$21,500
Expenses$21,740
Net Income-$240
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.1
Gross Receipts
$21,500
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 21,000 WERE GRANTED TO THE SELECTED TWELVE STUDENTS.$21,000$21,000
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
2016-04-26

Preparer

Firm
Charles Rim Accountancy Corp
Address
26314 WESTERN AVE STE 200, LOMITA, CA 90717
Preparer
Charles a Rim
Phone
3105392460
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“N/A 21,000 0 0”

Form 990-ez, Part II, Line 24

“1,350 1,350 less accumulated amortization 323 413 total 1,027 937”

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 Appendix123 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/AddressChangeInd0X
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/BOYAmt02988
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02838
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-14725
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-14485
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-14725
IRS990EZ/OccupancyRentUtltsAndMaintAmt090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01027
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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 21,000 WERE GRANTED TO THE SELECTED TWELVE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018500
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021740
IRS990EZ/TotalProgramServiceExpensesAmt021000
IRS990EZ/TotalRevenueAmt021500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SGTDANIELLIMMEMORIALFOUNDATION.COM
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt062700
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt062700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021500
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062700
IRS990ScheduleA/TotalSupportAmt062700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A 21,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11,350 1,350 LESS ACCUMULATED AMORTIZATION 323 413 TOTAL 1,027 937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOAN PAYABLE 18,500 18,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WOO B LIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03108927083
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
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/PreparerFirmGrp/PreparerFirmEIN0330683620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES RIM ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026314 WESTERN AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOMITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090717
ReturnHeader/PreparerPersonGrp/PhoneNum03105392460
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES A RIM
ReturnHeader/ReturnTs02016-05-05T17:10:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,775
Liabilities
$18,500
Net assets
-$14,725
Revenue
$21,500
Expenses
$21,740
Net income
-$240
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