Civic Intelligence

William a Lynch Scholarship Fund Tr UW Willam a Lynch

990PF • Fiscal year 2022 • EIN 04-6036510

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

Organization Profile
1100 North Market StreetWilmington, DE 19890-0001

(302) 651-8988

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

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

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Net Margin

65th percentile

18%

Higher net margin than 65% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$2,140

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 56.8% of source-year revenue.

2022 filings • NTEE T20 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

2.1%

Faster asset growth than 71% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-61%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • NTEE T20 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$148,228

Up $2,988 (+2.1%) from 2021

Net Assets

Up

$148,228

Up $2,988 (+2.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin65th percentile

Revenue

Down

$3,769

Down $5,988 (-61%) from 2021

Expenses

Down

$3,088

Down $36 (-1.2%) from 2021

Net Income

Down

$681

Down $5,952 (-90%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st 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 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

2022

Assets$148,228
Liabilities$0
Net Assets$148,228
Open 2022 Filing

Operations Trend

Revenue Growth25th 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: $7,643Expenses 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

2022

Revenue$3,769
Expenses$3,088
Net Income$681
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

To provide scholarships to various high school graduates attending college.

Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,140-$2,140
Filing and Contact Details

Filer

Filer Name
Wm a Lynch-tr Uw-scho
EIN
04-6036510
Phone
3026518988
Address
1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

Signing Officer

Name
Diane Rimer
Title
Vice President
Phone
3026518988
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Sandra Murphy
Phone
8043446000
Raw XML Appendix325 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15. ISHARES CORE S&P MID-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc233. ISHARES CORE S&P MID-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc317. ISHARES RUSSELL 2000 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415. SPDR PORTF INTERM TERM CORP BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc59. VANGUARD FTSE EMERGING MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc618. VANGUARD FTSE EMERGING MARKETS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc716. VANGUARD INTM-TERM TREAS INDEX FUND
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILMINGTON
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0ATTN STEWART POLLAC
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01114
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01798
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01114
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01798
IRS990PF/UndistributedIncomeGrp/Taxable2Amt08614
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01798
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08996
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09728
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0247
OtherDecreasesSchedule/OtherDecreasesDetail/Amt147
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTION POSTED IN 2022
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROC POSTED IN 2022 FOR 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0217
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12384
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTION POSTED IN 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12022 SALES POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt129
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE RIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03026518988
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM A LYNCH-TR UW-SCHO
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0046036510
ReturnHeader/Filer/PhoneNum03026518988
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 NORTH MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198900001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 E CARY ST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023223
ReturnHeader/PreparerPersonGrp/PhoneNum08043446000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02023-11-14T09:00:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIMER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,228
Liabilities
$0
Net assets
$148,228
Revenue
$3,769
Expenses
$3,088
Net income
$681
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
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