Civic Intelligence

Thomas J Lynch Trust

990PF • Fiscal year 2024 • EIN 39-6564415

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 04, 2024

Organization Profile
2018 Randolph AveNew Holstein, WI 53061

(920) 898-4421

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$1,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.3%

Faster asset growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

4.8%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$268,842

Down $9,074 (-3.3%) from 2023

Net Assets

Down

$268,842

Down $9,074 (-3.3%) from 2023

Liabilities

Flat

$1

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin25th percentile

Revenue

Up

$12,912

Up $588 (+4.8%) from 2023

Expenses

Down

$14,777

Down $875 (-5.6%) from 2023

Net Income

Up

-$1,865

Up $1,463 (+44%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2012: $239,992Liabilities 2012: $02012Assets 2013: $249,206Liabilities 2013: $02013Assets 2014: $274,519Liabilities 2014: $02014Assets 2015: $266,739Liabilities 2015: $02015Assets 2016: $306,460Liabilities 2016: $02016Assets 2020: $324,399Liabilities 2020: $02020Assets 2021: $325,982Liabilities 2021: $1Net Assets 2021: $325,9822021Assets 2022: $319,467Liabilities 2022: $1Net Assets 2022: $319,4672022Assets 2023: $277,916Liabilities 2023: $1Net Assets 2023: $277,9162023Assets 2024: $268,842Liabilities 2024: $1Net Assets 2024: $268,8422024Assets 2025: $152,640Liabilities 2025: $0Net Assets 2025: $152,6402025

Highlighted filing

2024

Assets$268,842
Liabilities$1
Net Assets$268,842
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $10,300Expenses 2012: $10,181Net Income 2012: $1192012Revenue 2013: $11,769Expenses 2013: $9,846Net Income 2013: $1,9232013Revenue 2014: $12,227Expenses 2014: $10,856Net Income 2014: $1,3712014Revenue 2015: $12,327Expenses 2015: $12,787Net Income 2015: -$4602015Revenue 2016: $12,221Expenses 2016: $13,019Net Income 2016: -$7982016Revenue 2020: $13,403Expenses 2020: $12,960Net Income 2020: $4432020Revenue 2021: $12,875Expenses 2021: $13,494Net Income 2021: -$6192021Revenue 2022: $12,604Expenses 2022: $14,998Net Income 2022: -$2,3942022Revenue 2023: $12,324Expenses 2023: $15,652Net Income 2023: -$3,3282023Revenue 2024: $12,912Expenses 2024: $14,777Net Income 2024: -$1,8652024Revenue 2025: $13,135Expenses 2025: $15,591Net Income 2025: -$2,4562025

Highlighted filing

2024

Revenue$12,912
Expenses$14,777
Net Income-$1,865
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA PETHANTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Thomas J Lynch Trust
EIN
39-6564415
Phone
9208984421
Address
2018 RANDOLPH AVE, NEW HOLSTEIN, WI 53061

Signing Officer

Name
Paula Pethan
Title
Trustee
Phone
9208984421
Signed
2024-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Menn Law Firm Ltd
Address
2501 E ENTERPRISE AVENUE, APPLETON, WI 54912-0785
Preparer
Jennifer L Voigt
Phone
9207316631
Raw XML Appendix266 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2DEPARTMENT, THE ACTIVITIES AND NEEDS OF THE ENGLISH AND SOCIAL
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3STUDIES DEPARTMENTS AT NEW HOLSTEIN HIGH SCHOOL, AND THE NEEDS AND
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012158
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013650
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07209
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS IN VALUE OF SECURITIES
TaxesSchedule/TaxesDetail/Amt0127
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0127
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA PETHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09208984421
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS J LYNCH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0396564415
ReturnHeader/Filer/PhoneNum09208984421
ReturnHeader/Filer/USAddress/AddressLine1Txt02018 RANDOLPH AVE
ReturnHeader/Filer/USAddress/CityNm0NEW HOLSTEIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053061
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391149232
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENN LAW FIRM LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 E ENTERPRISE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549120785
ReturnHeader/PreparerPersonGrp/PhoneNum09207316631
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer L Voigt
ReturnHeader/ReturnTs02024-10-15T09:53:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,842
Liabilities
$1
Net assets
$268,842
Revenue
$12,912
Expenses
$14,777
Net income
-$1,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.16$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.13$0.13$0.01
2020Summary only. Only limited summary data is available for this year.$3.24$0.00$0.13$0.13$0.00
2016Summary only. Only limited summary data is available for this year.$3.06$0.00$0.12$0.13$0.01
2015Summary only. Only limited summary data is available for this year.$2.67$0.00$0.12$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$2.75$0.00$0.12$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$2.49$0.00$0.12$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.40$0.00$0.10$0.10$0.00