Lima Company Memorial Inc (EIN 208641779) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Kelly Jones-Swenson

Phone

6142186087

Tax Period

2023-01-01 to 2023-12-31

Lima Company Memorial Inc, founded in 2007, is a small nonprofit in the Arts, Culture & Humanities sector that reported $284K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $323K exceeded revenue, resulting in a 14% operating deficit.

Mission

To create and maintain a traveling artistic memorial to the Third Battalion of the 25th Marine Regiment as an educational and healing tribute to those members of the regiment who gave service to their country.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $168,501

Program Service Revenue $119,247

Investment Income $0

Other Revenue $-4,241

TOTAL REVENUE $283,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,454

Fundraising Expenses $0

Program Expenses $311,902

Other Expenses $176,168

TOTAL EXPENSES $322,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$283,507	$167,364	+0.7%
Expenses	$322,622	$216,553	+0.5%
Net Income	$-39,115	$-49,189	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eddie Gibbons	President	1.00	Director	$0	$0	$0
Jody Davids	Treasurer	1.00	Director	$0	$0	$0
Anita Miller	Vice Chairman	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$283,507	$322,622	$94,089	$-39,115
2022	$167,364	$216,553	$123,225	$-49,189
2021	$272,541	$205,382	$177,714	$67,159
2020	$89,732	$189,493	$164,455	$-99,761
2019	$233,671	$234,326	$206,017	$-655
2018	$282,689	$279,318	$204,172	$3,371

Lima Company Memorial Inc