Nonprofit · EIN 34-1707570
LIMA MEMORIAL FOUNDATION
Tax-exempt · LIMA, OH 45804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,294,257 | $149,837 | $2,144,420 | $11,768,320 | $17,572 | $11,750,748 |
| December 31, 2023 | 990 | $2,038,094 | $136,793 | $1,901,301 | $9,851,253 | -$2,334 | $9,853,587 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,977,080
- Program service revenue
- $0
- Investment income
- $461,716
- Net income from fundraising events
- -$144,539
- Other revenue
- -$144,539
Expenses
- Grants and similar amounts paid
- $139,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $139,500
- Management and general (functional)
- $10,337
Balance sheet and other
- Total assets, start of year
- $9,851,253
- Total assets, end of year
- $11,768,320
- Total liabilities, end of year
- $17,572
- Net assets, end of year
- $11,750,748
- Net assets without donor restrictions
- $10,884,926
- Net assets with donor restrictions
- $865,822
- Gross receipts
- $2,538,857
- Employees
- 0
- Volunteers
- 124
- Year formed
- 1993
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL SWICK | BOARD MEMBER/LMH CEO Trustee or director | 1 | $0 | $811,265 | $110,327 |
| LYNN CARPENTER | VP/LMH COO Trustee or director | 1 | $0 | $407,288 | $32,062 |
| SCOTT SHUTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVE ROMEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANICE M VONDEREMBSE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ERIC WEICHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RUSS DECKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HARSH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BILL TIMMERMEISTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| AUSTIN SHERER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PRAVEEN MALHOTRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CLYDE RAUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANET HAWK | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTINE RODRIGUEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ADAM RECTOR | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY WINGET | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS MORRIS MD | BOARD MEMBER Trustee or director | 1 | $0 |
| KERRI ROMES | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACIE SARNO-SANCHEZ | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL SWICK | BOARD MEMBER/LMH CEO Trustee or director | 1 | $0 | $818,346 | $129,892 |
| LYNN CARPENTER | VP/LMH COO Trustee or director | 1 | $0 | $322,814 | $42,504 |
| DENNIS MORRIS MD | BOARD MEMBER/LMH CMO Trustee or director | 1 | $0 | $358,845 | $2,257 |
| SCOTT SHUTT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE ROMEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANICE M VONDEREMBSE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ERIC WEICHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RUSS DECKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HARSH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BILL TIMMERMEISTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ASHLEY COWAN-MEAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PRAVEEN MALHOTRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CLYDE RAUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANET HAWK | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY KENTNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ADAM RECTOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BETSY WINGET | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KERRI ROMES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 BELLEFONTAINE AVE, LIMA, OH 45804-2800
- In care of
- % WILBERT W WOLF TREAS
- Principal officer (990 for 2024)
- MICHAEL D SWICK, 1001 BELLEFONTAINE AVENUE, LIMA, OH 45804
- Signed the 990
- TIMOTHY A BUIT, VICE-PRESIDENT/CFO
- Phone
- (419) 226-5073
- Return prepared by
- PLANTE & MORAN PLLC
Mission
THE MISSION OF THE LIMA MEMORIAL FOUNDATION IS TO PROVIDE QUALITY HEALTH CARE THROUGH PHILANTHROPY TO THE COMMUNITIES WHICH LIMA MEMORIAL HEALTH SYSTEM SERVES.
Program accomplishments
- THE CORPORATION WAS ORGANIZED TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. SPECIFICALLY, TO ASSIST LMH IN PROVIDING QUALITY HEALTH CARE TO THE COMMUNITY WHICH IT SERVES.Expenses $139,500 · grants $139,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1707570
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,768,320
- Income (IRS master file)
- $2,538,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,038,094 | $136,793 | $9,851,253 | IRS |
| 990 | December 2022 | $2,109,130 | $108,494 | $8,361,306 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LIMA MEMORIAL FOUNDATION
- What is the EIN of LIMA MEMORIAL FOUNDATION?
- The employer identification number (EIN) of LIMA MEMORIAL FOUNDATION is 34-1707570.
- Is LIMA MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LIMA MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LIMA MEMORIAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIMA MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIMA MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LIMA MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names MICHAEL D SWICK.
- Who are the officers and directors of LIMA MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 19 people; 0 received compensation from the organization.
- How much revenue does LIMA MEMORIAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,294,257, expenses of $149,837 and total assets of $11,768,320 at year end.
Other nonprofits in LIMA
- LIMA MEMORIAL JOINT OPERATING COMPANY EIN 34-1883284 · last filed 990 for 2024
- 1389 SUPERIOR CREDIT UNION INC EIN 34-4455780 · last filed 990 for 2024
- HEALTH PARTNERS OF WESTERN OHIO EIN 56-2330309 · last filed 990 for 2025
- UNIVERSITY OF NORTHWESTERN OHIO EIN 34-1695897 · last filed 990 for 2025
- PSA 3 AGENCY ON AGING INC EIN 34-1160526 · last filed 990 for 2024
- LIMA MEMORIAL PROFESSIONAL CORPORATION EIN 34-1935236 · last filed 990 for 2024
- WEST OHIO FOOD BANK EIN 34-1587528 · last filed 990 for 2025
- FAMILY RESOURCE CENTER OF NORTHWEST OHIO INC EIN 34-1475943 · last filed 990 for 2025