GREATER LIMA REGION INC (EIN 815315417) - 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

2017

Legal Domicile

Principal Officer

PHIL BUELL

Phone

4192227706

Tax Period

2023-01-01 to 2023-12-31

GREATER LIMA REGION INC, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $613K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $548K left a modest 11% surplus.

Mission

TO WORK ACROSS BOUNDARIES TO GROW OUR REGION THROUGH BUSINESS GROWTH AND CAPITAL INVESTMENT

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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 $572,500

Program Service Revenue $0

Investment Income $28,656

Other Revenue $11,703

TOTAL REVENUE $612,859

Expense Breakdown

Grants Paid $278,200

Salaries & Benefits $218,886

Fundraising Expenses $0

Program Expenses $434,782

Other Expenses $50,464

TOTAL EXPENSES $547,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$612,859	$486,141	+0.3%
Expenses	$547,550	$524,147	+0.0%
Net Income	$65,309	$-38,006	-2.7%

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

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

$137,449

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE SWICK	SECRETARY/ TREASURER	1.00	Officer Director	$0	$0	$0
RONDA LEHMAN	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
PHIL BUELL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BARRY CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HEAPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR JANE WOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIELE PACCHIAROTTI	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD SUTTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACIE SANCHEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA SANKO	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG OLSSON	EXECUTIVE DIRECTOR	40.00	Officer	$132,504	$4,945	$137,449

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	$612,859	$547,550	$1,557,688	$65,309
2022	$486,141	$524,147	$1,494,535	$-38,006
2021	$704,691	$455,110	$1,532,200	$249,581
2020	$651,940	$421,591	$1,281,885	$230,349
2019	$777,290	$564,415	$1,215,797	$212,875
2018	$578,708	$411,763	$942,798	$166,945

GREATER LIMA REGION INC