Civic Intelligence

Berneice U Lynn Foundation

990PF • Fiscal year 2015 • EIN 33-0555611

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

4075 Harrison StCarlsbad, CA 92008

(760) 519-4474

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.04x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

69th percentile

$39,034

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

36th percentile

-2.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

22%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$738,434

Down $17,780 (-2.4%) from 2014

Net Assets

Down

$733,524

Down $15,280 (-2.0%) from 2014

Liabilities

Down

$4,910

Down $2,500 (-34%) from 2014

Revenue

Up

$123,292

Up $21,911 (+22%) from 2014

Expenses

Down

$138,572

Down $109,665 (-44%) from 2014

Net Income

Up

-$15,280

Up $131,576 (+90%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $756,214Liabilities 2014: $7,410Net Assets 2014: $748,8042014Assets 2015: $738,434Liabilities 2015: $4,910Net Assets 2015: $733,5242015Assets 2016: $735,872Liabilities 2016: $4,757Net Assets 2016: $731,1152016Assets 2017: $710,780Liabilities 2017: $6,839Net Assets 2017: $703,9412017Assets 2018: $703,015Liabilities 2018: $6,788Net Assets 2018: $696,2272018Assets 2019: $705,353Liabilities 2019: $6,764Net Assets 2019: $698,5892019Assets 2020: $677,536Liabilities 2020: $9,279Net Assets 2020: $668,2572020Assets 2021: $625,287Liabilities 2021: $8,968Net Assets 2021: $616,3192021Assets 2022: $633,282Liabilities 2022: $19,735Net Assets 2022: $613,5472022Assets 2023: $1,158,314Liabilities 2023: $582,962Net Assets 2023: $575,3522023Assets 2024: $1,259,691Liabilities 2024: $807,251Net Assets 2024: $452,4402024

Highlighted filing

2015

Assets$738,434
Liabilities$4,910
Net Assets$733,524

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $101,381Expenses 2014: $248,237Net Income 2014: -$146,8562014Revenue 2015: $123,292Expenses 2015: $138,572Net Income 2015: -$15,2802015Revenue 2016: $152,400Expenses 2016: $154,809Net Income 2016: -$2,4092016Revenue 2017: $157,661Expenses 2017: $184,835Net Income 2017: -$27,1742017Revenue 2018: $142,683Expenses 2018: $150,397Net Income 2018: -$7,7142018Revenue 2019: $154,803Expenses 2019: $152,441Net Income 2019: $2,3622019Revenue 2020: $109,435Expenses 2020: $139,767Net Income 2020: -$30,3322020Revenue 2021: $86,882Expenses 2021: $138,820Net Income 2021: -$51,9382021Revenue 2022: $121,469Expenses 2022: $124,241Net Income 2022: -$2,7722022Revenue 2023: $98,906Expenses 2023: $185,064Net Income 2023: -$86,1582023Revenue 2024: $169,535Expenses 2024: $212,584Net Income 2024: -$43,0492024

Highlighted filing

2015

Revenue$123,292
Expenses$138,572
Net Income-$15,280
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly R PerdueTrusteePT$39,034-$39,034
Donald L BiglerDirector-$1,250-$1,250
Bill NewmanDirector-$1,250-$1,250
Larry SkinnerDirector-$1,250-$1,250
Filing and Contact Details

Filer

Filer Name
Berneice U Lynn Foundation
EIN
33-0555611
Phone
7605194474
Address
4075 Harrison St, Carlsbad, CA 92008

Signing Officer

Name
Kelly R Perdue
Title
Trustee
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
John W Hulterstrom CPA
Address
18484 Highway 18 Suite 165, Apple Valley, CA 92307
Preparer
John W Hulterstrom
Phone
7602423393
Raw XML Appendix376 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/PropertyDesc144 SPDR Barclays Intern Treasury
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24 Vanguard FTSE Developed Markets
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38 Vanguard World Ex US Small Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42 Vanguard Emerging Markets
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51 Vanguard CRSP US Large Cap
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donald L Bigler
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0171271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0802775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0923321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01750000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01666820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.464487
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04075 Harrison St 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carlsbad
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092308
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kelly Perdue
IRS990PF/StatementsRegardingActyGrp/PhoneNum07605194474
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provided scholarships to students at a variety of universities and colleges. Monies are paid directly to schools for the benefit of students.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Forms and Instructions are found at www.LynnFoundation.net
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Berneice U Lynn Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07605194474
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03670 Valley St
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Carlsbad
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Resident or Student of or local to CA High Desert
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Variable. See instructions at www.LynnFoundation.net
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0712016
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11128
LandEtcSchedule2/LandEtcGrp/BookValueAmt0237984
LandEtcSchedule2/LandEtcGrp/BookValueAmt115229
LandEtcSchedule2/LandEtcGrp/BookValueAmt2322177
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0950000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt116357
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2322177
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01676890
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0James Bruce Minton
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1James Heywood
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01233
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1330
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01048
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1281
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Reimbursement for expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02654
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1227
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22732
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3-3920
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt446622
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3-4612
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt454849
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt587
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt22500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt31360
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rent Deposits: King
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Rent Deposits: Omidi
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2Rent Deposits: Other
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3Rent Depotist: Raja
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11050
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt21360
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0John Carlson
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01700
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly R Perdue
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Berneice U Lynn Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0330555611
ReturnHeader/Filer/PhoneNum07605194474
ReturnHeader/Filer/USAddress/AddressLine1Txt04075 Harrison St
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John W Hulterstrom CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018484 Highway 18 Suite 165
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apple Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092307
ReturnHeader/PreparerPersonGrp/PhoneNum07602423393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Hulterstrom
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-11T16:14:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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