Liabilities / Assets
99th percentile
Higher debt load relative to assets than 99% of similar nonprofits.
Sergeant Daniel LIM Memorial Foundation
990EZ • Fiscal year 2016 • EIN 45-2533986
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
12.28x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Balance Sheet
Assets
Down$1,506
Down $2,269 (-60%) from 2015
Net Assets
Down-$16,994
Down $2,269 (-15%) from 2015
Liabilities
Flat$18,500
Flat from 2015
Revenue And Expenses
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
Historical Trend
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
| Description | Grants | Expenses |
|---|---|---|
| SCHOLARSHIPS THE SCHOLARSHIPS OF 11,000 WERE GRANTED TO THE SELECTED ELEVEN STUDENTS. | $11,000 | $11,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WOO B LIM | Director | - | $0 | - | - |
| SOON Y LIM | Director | - | $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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | WOO B LIM |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3105275300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 17242 BLUE SPRUCE LN |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | YORBA LINDA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92886 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 2838 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 659 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 9500 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2269 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 650 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 3775 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 1506 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 11000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 9500 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | -14725 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -16994 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | -14725 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -16994 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 90 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WOO B LIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SOON Y LIM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 937 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 847 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SCHOLARSHIPS THE SCHOLARSHIPS OF 11,000 WERE GRANTED TO THE SELECTED ELEVEN STUDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 11000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 11000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 18500 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 18500 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 11769 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 11000 |
| IRS990EZ/TotalRevenueAmt | 0 | 9500 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SGTDANIELLIMMEMORIALFOUNDATION.COM |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 11000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 21500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 15500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 18200 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 73700 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 73700 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 11000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 21500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 15500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 18200 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 73700 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 73700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | N/A 11,000 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK SERVICE CHARGES 5 OFFICE SUPPLIES 24 TOTAL 29 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 1,350 1,350 LESS ACCUMULATED AMORTIZATION 413 503 TOTAL 937 847 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LOAN PAYABLE 18,500 18,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WOO B LIM |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3108927083 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-05-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SERGEANT DANIEL LIM MEMORIAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SERG |
| ReturnHeader/Filer/EIN | 0 | 452533986 |
| ReturnHeader/Filer/PhoneNum | 0 | 3108927083 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 17242 BLUE SPRUCE LN |
| ReturnHeader/Filer/USAddress/CityNm | 0 | YORBA LINDA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92886 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B58124282D75BC8B79D24278CFDBED498822BD74 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B58124282D75BC8B79D24278CFDBED498822BD74 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 454333136 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JC & ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 17310 RED HILL AVE STE 335 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | IRVINE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 926145668 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9499100503 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-05-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAIDEN CHOI |
| ReturnHeader/ReturnTs | 0 | 2017-05-10T11:07:30-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $1,506
- Liabilities
- $18,500
- Net assets
- -$16,994
- Revenue
- $9,500
- Expenses
- $11,769
- Net income
- -$2,269