Civic Intelligence

Marcel K Lynum Trust

990PF • Fiscal year 2025 • EIN 41-6245472

Jun 01, 2024 to May 31, 2025 • Filed on Aug 14, 2025

Organization Profile
PO Box 505 Mac H0006-092Saint Louis, MO 63166

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$61,365

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

27th percentile

-2.1%

Faster asset growth than 27% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,315,526

Down $70,941 (-2.1%) from 2024

Net Assets

Down

$3,315,526

Down $70,941 (-2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin10th percentile

Revenue

Up

$242,993

Up $27,772 (+13%) from 2024

Expenses

Down

$313,391

Down $23,987 (-7.1%) from 2024

Net Income

Up

-$70,398

Up $51,759 (+42%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,502,502Liabilities 2012: $02012Assets 2013: $4,719,040Liabilities 2013: $02013Assets 2014: $4,688,512Liabilities 2014: $02014Assets 2015: $4,582,242Liabilities 2015: $02015Assets 2016: $4,217,873Liabilities 2016: $02016Assets 2019: $4,017,370Liabilities 2019: $0Net Assets 2019: $4,017,3702019Assets 2020: $3,828,138Liabilities 2020: $0Net Assets 2020: $3,828,1382020Assets 2021: $3,654,688Liabilities 2021: $0Net Assets 2021: $3,654,6882021Assets 2022: $3,722,932Liabilities 2022: $0Net Assets 2022: $3,722,9322022Assets 2023: $3,509,406Liabilities 2023: $0Net Assets 2023: $3,509,4062023Assets 2024: $3,386,467Liabilities 2024: $0Net Assets 2024: $3,386,4672024Assets 2025: $3,315,526Liabilities 2025: $0Net Assets 2025: $3,315,5262025

Highlighted filing

2025

Assets$3,315,526
Liabilities$0
Net Assets$3,315,526
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2012: $304,110Expenses 2012: $392,011Net Income 2012: -$87,9012012Revenue 2013: $496,043Expenses 2013: $288,798Net Income 2013: $207,2452013Revenue 2014: $246,064Expenses 2014: $281,174Net Income 2014: -$35,1102014Revenue 2015: $192,831Expenses 2015: $317,294Net Income 2015: -$124,4632015Revenue 2016: $102,555Expenses 2016: $285,351Net Income 2016: -$182,7962016Revenue 2019: $166,657Expenses 2019: $281,997Net Income 2019: -$115,3402019Revenue 2020: $104,749Expenses 2020: $293,105Net Income 2020: -$188,3562020Revenue 2021: $145,262Expenses 2021: $318,825Net Income 2021: -$173,5632021Revenue 2022: $416,139Expenses 2022: $346,109Net Income 2022: $70,0302022Revenue 2023: $132,885Expenses 2023: $344,909Net Income 2023: -$212,0242023Revenue 2024: $215,221Expenses 2024: $337,378Net Income 2024: -$122,1572024Revenue 2025: $242,993Expenses 2025: $313,391Net Income 2025: -$70,3982025

Highlighted filing

2025

Revenue$242,993
Expenses$313,391
Net Income-$70,398
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$61,365-$61,365
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WI RIVER FALLS FDN INCGENERAL OPERATINGPCRIVER FALLS, WI, US$122,500
Paid GrantMAYO CLINICGENERAL OPERATINGPCROCHESTER, MN, US$122,500
Filing and Contact Details

Filer

Filer Name
Marcel K Lynum
EIN
41-6245472
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3732054K103 FIRST INDL RLTY TR I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3876169C100 REXFORD INDUSTRIAL R
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt98694
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1212986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt139481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143229
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1811089
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2024685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2118571
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0138719
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0242993
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01341
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06137
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt055229
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt061365
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0138719
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0138719
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-70398
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0525139
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0104274
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0185412
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0729
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0729
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01623
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04931
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0252503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt057581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0313391
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0242993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07503
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt068391
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt261982-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-10-06

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,315,526
Liabilities
$0
Net assets
$3,315,526
Revenue
$242,993
Expenses
$313,391
Net income
-$70,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.24$0.31$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.22$0.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.13$0.34$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.42$0.35$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.15$0.32$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.10$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.17$0.28$0.12
2016Summary only. Only limited summary data is available for this year.$4.22$0.00$0.10$0.29$0.18
2015Summary only. Only limited summary data is available for this year.$4.58$0.00$0.19$0.32$0.12
2014Summary only. Only limited summary data is available for this year.$4.69$0.00$0.25$0.28$0.04
2013Summary only. Only limited summary data is available for this year.$4.72$0.00$0.50$0.29$0.21
2012Summary only. Only limited summary data is available for this year.$4.50$0.00$0.30$0.39$0.09