Civic Intelligence

Lyla M Lynch Trust

990PF • Fiscal year 2023 • EIN 20-6416083

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 18, 2024

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

19th percentile

-24%

Higher net margin than 19% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$10,113

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-45%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$940,300

Down $10,550 (-1.1%) from 2022

Net Assets

Down

$940,300

Down $10,550 (-1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin19th percentile

Revenue

Down

$55,253

Down $45,879 (-45%) from 2022

Expenses

Down

$68,758

Down $8,261 (-11%) from 2022

Net Income

Down

-$13,505

Down $37,618 (-156%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$940,300
Liabilities$0
Net Assets$940,300
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$55,253
Expenses$68,758
Net Income-$13,505
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 18, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS STATE BANKTrustee-$10,113-$10,113
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
2024-06-18
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 Appendix271 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/UndistributedIncomeGrp/UndistributedIncomePYAmt055876
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0750
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Jerrold Oliver
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02955
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET INCREASE IN ASSETS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0445
TaxesSchedule/TaxesDetail/Amt01200
TaxesSchedule/TaxesDetail/Amt1445
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0445
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0445
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERROLD B OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-18
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-06-18T09:11:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERROLD B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLIVER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$940,300
Liabilities
$0
Net assets
$940,300
Revenue
$55,253
Expenses
$68,758
Net income
-$13,505
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