Civic Intelligence

Lyla M Lynch Trust

990PF • Fiscal year 2019 • EIN 20-6416083

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 02, 2020

Organization Profile
C/O Jerrold B Oliver PO Box 230Winterset, IA 50273

(515) 462-3731

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$8,272

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$943,317

Up $22,382 (+2.4%) from 2015

Net Assets

$943,317

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin31st percentile

Revenue

Up

$53,351

Up $10,537 (+25%) from 2015

Expenses

Up

$55,863

Up $5,205 (+10%) from 2015

Net Income

Up

-$2,512

Up $5,332 (+68%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2011: $854,358Liabilities 2011: $02011Assets 2012: $858,409Liabilities 2012: $02012Assets 2013: $893,532Liabilities 2013: $02013Assets 2014: $933,650Liabilities 2014: $02014Assets 2015: $920,935Liabilities 2015: $02015Assets 2019: $943,317Liabilities 2019: $0Net Assets 2019: $943,3172019Assets 2020: $929,685Liabilities 2020: $0Net Assets 2020: $929,6852020Assets 2021: $940,662Liabilities 2021: $0Net Assets 2021: $940,6622021Assets 2022: $950,850Liabilities 2022: $0Net Assets 2022: $950,8502022Assets 2023: $940,300Liabilities 2023: $0Net Assets 2023: $940,3002023Assets 2024: $951,412Liabilities 2024: $0Net Assets 2024: $951,4122024

Highlighted filing

2019

Assets$943,317
Liabilities$0
Net Assets$943,317
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $74,713Expenses 2011: $41,161Net Income 2011: $33,5522011Revenue 2012: $56,694Expenses 2012: $44,564Net Income 2012: $12,1302012Revenue 2013: $78,991Expenses 2013: $44,926Net Income 2013: $34,0652013Revenue 2014: $95,110Expenses 2014: $49,591Net Income 2014: $45,5192014Revenue 2015: $42,814Expenses 2015: $50,658Net Income 2015: -$7,8442015Revenue 2019: $53,351Expenses 2019: $55,863Net Income 2019: -$2,5122019Revenue 2020: $44,897Expenses 2020: $60,819Net Income 2020: -$15,9222020Revenue 2021: $70,063Expenses 2021: $68,554Net Income 2021: $1,5092021Revenue 2022: $101,132Expenses 2022: $77,019Net Income 2022: $24,1132022Revenue 2023: $55,253Expenses 2023: $68,758Net Income 2023: -$13,5052023Revenue 2024: $80,899Expenses 2024: $71,113Net Income 2024: $9,7862024

Highlighted filing

2019

Revenue$53,351
Expenses$55,863
Net Income-$2,512
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS STATE BANKTrustee-$8,272-$8,272
JERROLD B OLIVERTrustee-$250-$250
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSN/ATRURO, IA, US$22,000
Paid Grant-MAINTENANCE & REPAIRN/AST CHARLES, IA, US$11,000
Paid Grant-EQUIPMENT & MAINTENANCEN/AST CHARLES, IA, US$11,000
Filing and Contact Details

Filer

Filer Name
Lyla M Lynch Trust
EIN
20-6416083
Phone
5154623731
Address
C/O JERROLD B OLIVER PO BOX 230, WINTERSET, IA 50273

Signing Officer

Name
Jerrold B Oliver
Title
Trustee
Signed
2020-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Jordan Oliver Walters & Smith PC
Address
PO Box 230, Winterset, IA 50273
Preparer
Jerrold B Oliver
Phone
5154623731
Raw XML Appendix350 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTERSET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050273
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES W MEASE F & M STATE BK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05154624242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HOMER LYLA LYNCH TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0101 W JEFFERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINTERSET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MAINTENANCE & REPAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EQUIPMENT & MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST CHARLES PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ST CHARLES FIRE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2INTERSTATE 35 SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0305 W MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1113 S LUMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2405 E NORTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST CHARLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST CHARLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TRURO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250257
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011307
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt043556
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059109
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054863
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043556
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0750
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAS FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0825
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Decrease in asset values
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2848
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3257
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt420
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MS-ACCRUED INTEREST PURCHASED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MS-BOND PREMIUM-COVERED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MS-BOND PREMIUM-NON COVERED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MS-FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2848
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3257
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt420
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2848
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3257
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2848
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3257
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt420
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OVERPAMENT EXCISE TAX
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1510
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0398
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1398
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0398
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0398
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERROLD B OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLA M LYNCH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LYLA
ReturnHeader/Filer/EIN0206416083
ReturnHeader/Filer/PhoneNum05154623731
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JERROLD B OLIVER PO BOX 230
ReturnHeader/Filer/USAddress/CityNm0WINTERSET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050273
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421431982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jordan Oliver Walters & Smith PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winterset
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050273
ReturnHeader/PreparerPersonGrp/PhoneNum05154623731
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerrold B Oliver
ReturnHeader/ReturnTs02020-10-02T05:26:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$943,317
Liabilities
$0
Net assets
$943,317
Revenue
$53,351
Expenses
$55,863
Net income
-$2,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.81$0.71$0.10
2023Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.55$0.69$0.14
2022Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$1.01$0.77$0.24
2021Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.70$0.69$0.02
2020Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.45$0.61$0.16
2019Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.53$0.56$0.03
2015Summary only. Only limited summary data is available for this year.$9.21$0.00$0.43$0.51$0.08
2014Summary only. Only limited summary data is available for this year.$9.34$0.00$0.95$0.50$0.46
2013Summary only. Only limited summary data is available for this year.$8.94$0.00$0.79$0.45$0.34
2012Summary only. Only limited summary data is available for this year.$8.58$0.00$0.57$0.45$0.12
2011Summary only. Only limited summary data is available for this year.$8.54$0.00$0.75$0.41$0.34