Civic Intelligence

William a Lynch Scholarship Fund Tr UW Willam a Lynch

990EZ • Fiscal year 2020 • EIN 04-6036510

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
850 Main Street Rc 1215Bridgeport, CT 06604-4913

(802) 872-6852

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

-14%

Higher net margin than 42% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$1,458

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

-0.8%

Faster asset growth than 54% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-2.8%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Flat

$141,047

Flat from 2020

Net Assets

Flat

$141,047

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin42nd percentile

Revenue

Up

$7,739

Up $96 (+1.3%) from 2020

Expenses

Down

$8,832

Down $15 (-0.2%) from 2020

Net Income

Up

-$1,093

Up $111 (+9.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$150K$100K$50K$0Assets 2011: $91,092Liabilities 2011: $02011Assets 2012: $88,227Liabilities 2012: $02012Assets 2013: $122,144Liabilities 2013: $02013Assets 2014: $125,612Liabilities 2014: $02014Assets 2015: $124,580Liabilities 2015: $02015Assets 2016: $124,352Liabilities 2016: $02016Assets 2017: $130,516Liabilities 2017: $02017Assets 2018: $137,986Liabilities 2018: $02018Assets 2019: $142,243Liabilities 2019: $02019Assets 2020: $141,047Liabilities 2020: $0Net Assets 2020: $141,0472020Assets 2020: $141,047Liabilities 2020: $0Net Assets 2020: $141,0472020Assets 2021: $145,240Liabilities 2021: $0Net Assets 2021: $145,2402021Assets 2022: $148,228Liabilities 2022: $0Net Assets 2022: $148,2282022Assets 2023: $143,842Liabilities 2023: $0Net Assets 2023: $143,8422023Assets 2024: $109,608Liabilities 2024: $0Net Assets 2024: $109,6082024

Highlighted filing

2020

Assets$141,047
Liabilities$0
Net Assets$141,047
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$50K$0-$50KRevenue 2011: $2,909Expenses 2011: $6,044Net Income 2011: -$3,1352011Revenue 2012: $3,747Expenses 2012: $6,354Net Income 2012: -$2,6072012Revenue 2013: $40,588Expenses 2013: $6,734Net Income 2013: $33,8542013Revenue 2014: $5,666Expenses 2014: $2,223Net Income 2014: $3,4432014Revenue 2015: $1,599Expenses 2015: $2,017Net Income 2015: -$4182015Revenue 2016: $2,181Expenses 2016: $2,881Net Income 2016: -$7002016Revenue 2017: $8,551Expenses 2017: $2,152Net Income 2017: $6,3992017Revenue 2018: $9,830Expenses 2018: $2,304Net Income 2018: $7,5262018Revenue 2019: $7,961Expenses 2019: $3,685Net Income 2019: $4,2762019Revenue 2020: $7,739Expenses 2020: $8,832Net Income 2020: -$1,0932020Revenue 2020: $7,643Expenses 2020: $8,847Net Income 2020: -$1,2042020Revenue 2021: $9,757Expenses 2021: $3,124Net Income 2021: $6,6332021Revenue 2022: $3,769Expenses 2022: $3,088Net Income 2022: $6812022Revenue 2023: $2,820Expenses 2023: $7,098Net Income 2023: -$4,2782023Revenue 2024: $11,776Expenses 2024: $45,997Net Income 2024: -$34,2212024

Highlighted filing

2020

Revenue$7,739
Expenses$8,832
Net Income-$1,093
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$47,363
Mission and Program Overview

Mission

To provide scholarships to various high school graduates attending college.

Program Services

DescriptionGrantsExpenses
GENERAL ADMIN$6,000$8,640
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,458-$1,458
Filing and Contact Details

Filer

Filer Name
Wm a Lynch-tr Uw-scho 31d008012
EIN
04-6036510
Phone
8028726852
Address
850 MAIN STREET RC 1215, BRIDGEPORT, CT 06604-4913

Signing Officer

Name
Robert Tyler
Title
SVP
Phone
8028726852
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Yvonne Donaldson
Phone
6142327013
Supplemental Narrative

Additional Explanations

Section D

“Lines 2 and 3 The trustee provides statements to the supported organizations. The trustee communicates by phone or by meeting, regularly, with supported organizations.”

Form 990-EZ, Part I, Line 16

“Other Allocable Expense-Principal 35 Foreign Taxes on Qualified Foreign 34”

Form 990-EZ, Part I, Line 20

“Posting adjustments and rounding 103”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PEOPLES UNITED BANK NA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ATTN DOREEN DIBARI
IRS990EZ/BooksInCareOfDetail/PhoneNum09787201211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 CABOT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEVERLY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001915
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142243
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt039624
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1093
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142243
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0141047
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04416
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt047363
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03323
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141047
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0PEOPLES UNITED BANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01458
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-103
IRS990EZ/OtherExpensesTotalAmt069
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO VARIOUS HIGH SCHOOL GRADUATES ATTENDING COLLEGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENERAL ADMIN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01863
IRS990EZ/SaleOfAssetsGrossAmt044040
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08832
IRS990EZ/TotalProgramServiceExpensesAmt08640
IRS990EZ/TotalRevenueAmt07739
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0046001379
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BEVERLY HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt06000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lines 2 and 3 The trustee provides statements to the supported organizations. The trustee communicates by phone or by meeting, regularly, with supported organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Allocable Expense-Principal 35 Foreign Taxes on Qualified Foreign 34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSTING ADJUSTMENTS AND ROUNDING 103
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Section D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08028726852
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM A LYNCH-TR UW-SCHO 31D008012
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046036510
ReturnHeader/Filer/PhoneNum08028726852
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 MAIN STREET RC 1215
ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0066044913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06142327013
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02021-04-30T10:00:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,047
Liabilities
$0
Net assets
$141,047
Revenue
$7,739
Expenses
$8,832
Net income
-$1,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.12$0.46$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.03$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.09$0.01
2019Summary only. Only limited summary data is available for this year.$1.42$0.00$0.08$0.04$0.04
2018Summary only. Only limited summary data is available for this year.$1.38$0.00$0.10$0.02$0.08
2017Summary only. Only limited summary data is available for this year.$1.31$0.00$0.09$0.02$0.06
2016Summary only. Only limited summary data is available for this year.$1.24$0.00$0.02$0.03$0.01
2015Summary only. Only limited summary data is available for this year.$1.25$0.00$0.02$0.02$0.00
2014Summary only. Only limited summary data is available for this year.$1.26$0.00$0.06$0.02$0.03
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$0.41$0.07$0.34
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.04$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.03$0.06$0.03