Civic Intelligence

Lyla M Lynch Trust

990PF • Fiscal year 2021 • EIN 20-6416083

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 01, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

33rd percentile

2.2%

Higher net margin than 33% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$10,577

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

34th percentile

1.2%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

56%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$940,662

Up $10,977 (+1.2%) from 2020

Net Assets

Up

$940,662

Up $10,977 (+1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin33rd percentile

Revenue

Up

$70,063

Up $25,166 (+56%) from 2020

Expenses

Up

$68,554

Up $7,735 (+13%) from 2020

Net Income

Up

$1,509

Up $17,431 (+109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2021

Assets$940,662
Liabilities$0
Net Assets$940,662
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

2021

Revenue$70,063
Expenses$68,554
Net Income$1,509
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS STATE BANKTrustee-$10,577-$10,577
JERROLD B OLIVERTrustee-$250-$250
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
2022-09-01
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 Appendix306 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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044548
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt025504
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt044559
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt025504
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt070063
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt039045
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt025504
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt010827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010827
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010827
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt044548
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044548
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044548
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01509
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0136354
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025504
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056967
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt07582
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0287
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt052141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt013096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt068554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt070063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt070063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt013096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt255529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt286153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY ST COV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT COV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY LT NON COV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY CG DIST/FORM 1099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025504
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07582
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01509
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09468
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0940662
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0929685
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0940662
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt073647
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt073647
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt073647
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt074439
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0792
IRS990PF/DistributableAmountGrp/TotalTaxAmt0792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0460
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0460
IRS990PF/FMVAssetsEOYAmt01610368
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0929685
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0940662
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0234319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0234319
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0243487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0466794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0475382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01094967
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0228194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0228670
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0269623
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0378
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02291
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0929685
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0940662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01610368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0929685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0940662
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0929685
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0940662
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01511446
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01335
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01510111
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022672
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt074439
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01488774
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01511446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010577
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FARMERS MERCHANTS STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JERROLD B OLIVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 29
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTERSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WINTERSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150273
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt068096
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt068096
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 W JEFFERSON
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/Amt013750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt227500
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/TotalGrantOrContriPdDurYrAmt055000
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/AppliedToCurrentYearAmt013194
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt054902
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073647
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068096
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060453
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt054902
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0750
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01192
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01192
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01192
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09468
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN ASSET VALUES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0287
TaxesSchedule/TaxesDetail/Amt0287
TaxesSchedule/TaxesDetail/Amt1458
TaxesSchedule/TaxesDetail/CategoryTxt087
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0287
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0287
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERROLD B OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
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/ReturnTs02022-09-01T06:45:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERROLD B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIVER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$940,662
Liabilities
$0
Net assets
$940,662
Revenue
$70,063
Expenses
$68,554
Net income
$1,509
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