Civic Intelligence

Lynch Family Foundation

990PF • Fiscal year 2016 • EIN 26-3219070

Aug 01, 2015 to Jul 31, 2016 • Filed on Sep 21, 2016

Organization Profile
Cummings Lockwood 75 Isham Rd 400West Hartford, CT 06107

(806) 313-4930

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

741%

Faster asset growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

1450092%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,156,170

Up $1,018,686 (+741%) from 2015

Net Assets

Up

$1,156,170

Up $1,018,686 (+741%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$1,029,636

Up $1,029,565 (+1450092%) from 2015

Expenses

Up

$10,950

Up $10,300 (+1585%) from 2015

Net Income

Up

$1,018,686

Up $1,019,265 (+176039%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $162,316Liabilities 2012: $0Net Assets 2012: $162,3162012Assets 2013: $138,816Liabilities 2013: $0Net Assets 2013: $138,8162013Assets 2014: $138,063Liabilities 2014: $0Net Assets 2014: $138,0632014Assets 2015: $137,484Liabilities 2015: $0Net Assets 2015: $137,4842015Assets 2016: $1,156,170Liabilities 2016: $0Net Assets 2016: $1,156,1702016Assets 2017: $1,124,951Liabilities 2017: $0Net Assets 2017: $1,124,9512017Assets 2018: $1,080,936Liabilities 2018: $0Net Assets 2018: $1,080,9362018Assets 2020: $1,632,694Liabilities 2020: $0Net Assets 2020: $1,632,6942020Assets 2021: $1,855,717Liabilities 2021: $0Net Assets 2021: $1,855,7172021Assets 2022: $1,752,916Liabilities 2022: $0Net Assets 2022: $1,752,9162022Assets 2023: $1,632,766Liabilities 2023: $0Net Assets 2023: $1,632,7662023Assets 2024: $1,563,393Liabilities 2024: $0Net Assets 2024: $1,563,3932024Assets 2025: $1,499,713Liabilities 2025: $0Net Assets 2025: $1,499,7132025

Highlighted filing

2016

Assets$1,156,170
Liabilities$0
Net Assets$1,156,170
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $5,1652012Expenses 2013: $51,9402013Revenue 2014: $97Expenses 2014: $850Net Income 2014: -$7532014Revenue 2015: $71Expenses 2015: $650Net Income 2015: -$5792015Revenue 2016: $1,029,636Expenses 2016: $10,950Net Income 2016: $1,018,6862016Revenue 2017: $51Expenses 2017: $31,270Net Income 2017: -$31,2192017Revenue 2018: $2,688Expenses 2018: $46,703Net Income 2018: -$44,0152018Revenue 2020: $694,351Expenses 2020: $102,112Net Income 2020: $592,2392020Revenue 2021: $303,243Expenses 2021: $80,220Net Income 2021: $223,0232021Revenue 2022: $23,141Expenses 2022: $125,942Net Income 2022: -$102,8012022Revenue 2023: $35,714Expenses 2023: $155,864Net Income 2023: -$120,1502023Revenue 2024: $90,046Expenses 2024: $159,419Net Income 2024: -$69,3732024Revenue 2025: $92,061Expenses 2025: $155,741Net Income 2025: -$63,6802025

Highlighted filing

2016

Revenue$1,029,636
Expenses$10,950
Net Income$1,018,686
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Sep 21, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerard T LynchTrustee-$0--
Evy E LynchTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lynch Family Foundation
EIN
26-3219070
Phone
8063134930
Address
Cummings Lockwood 75 Isham Rd 400, West Hartford, CT 06107

Signing Officer

Name
Evy E Lynch
Title
Trustee
Phone
8063134930
Signed
2016-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
75 Isham Road Suite 400, West Hartford, CT 06107
Preparer
Carol J DeRosier
Phone
8603134900
Raw XML Appendix341 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 Old Farms Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1333 Seventh Avenue 2nd Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt222 Ice Pond Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 644
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41901 23rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Avon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Westerly
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Vero Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202891
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432960
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt032136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt032136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021343
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021343
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053479
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gerard T Lynch and Evy E Lynch
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Gerard T Lynch and Evy E Lynch
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt025 Ocean View Highway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt125 Ocean View Highway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Westerly
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Westerly
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0RI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1RI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002891
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102891
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0399865
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1629743
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0399865
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1629743
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,915 Shs. Berkshire Hathaway Inc Del CL B New @ 137.175
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14,714 Shs. Berkshire Hathaway Inc Del CL B New @ 133.59
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-11-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12015-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merrill Lynch - CMA Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Gerard T Lynch Evy E Lynch
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt025 Ocean View Highway
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Westerly
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0RI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002891
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Evy E Lynch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08063134930
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lynch Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LYNC
ReturnHeader/Filer/EIN0263219070
ReturnHeader/Filer/PhoneNum08063134930
ReturnHeader/Filer/USAddress/AddressLine1Txt0Cummings Lockwood 75 Isham Rd 400
ReturnHeader/Filer/USAddress/CityNm0West Hartford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cummings & Lockwood LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 Isham Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08603134900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol J DeRosier
ReturnHeader/ReturnTs02016-09-21T07:58:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,156,170
Liabilities
$0
Net assets
$1,156,170
Revenue
$1,029,636
Expenses
$10,950
Net income
$1,018,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.09$0.16$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09$0.16$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.16$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.02$0.13$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.30$0.08$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.69$0.10$0.59
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.00$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.03$0.01$1.02
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01