Civic Intelligence

Rachel Lyman Charitable Trust

EIN 52-7114493 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$144,228

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

46%

Faster revenue growth than 78% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,876,742

Down $294,037 (-2.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$9,876,742

Down $294,037 (-2.9%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin9th percentile

Revenue

Up

$659,468

Up $208,805 (+46%) from 2024

Expenses

Up

$952,591

Up $73,172 (+8.3%) from 2024

Net Income

Up

-$293,123

Up $135,633 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $12,242,350Liabilities 2011: $02011Assets 2012: $12,049,652Liabilities 2012: $02012Assets 2013: $11,849,444Liabilities 2013: $02013Assets 2014: $11,918,769Liabilities 2014: $02014Assets 2015: $11,840,482Liabilities 2015: $02015Assets 2016: $11,553,212Liabilities 2016: $02016Assets 2018: $11,339,832Liabilities 2018: $0Net Assets 2018: $11,339,8322018Assets 2020: $10,928,496Liabilities 2020: $0Net Assets 2020: $10,928,4962020Assets 2021: $10,539,160Liabilities 2021: $0Net Assets 2021: $10,539,1602021Assets 2022: $9,740,930Liabilities 2022: $0Net Assets 2022: $9,740,9302022Assets 2023: $10,600,121Liabilities 2023: $0Net Assets 2023: $10,600,1212023Assets 2024: $10,170,779Liabilities 2024: $0Net Assets 2024: $10,170,7792024Assets 2025: $9,876,742Liabilities 2025: $0Net Assets 2025: $9,876,7422025

Highlighted filing

2025

Assets$9,876,742
Liabilities$0
Net Assets$9,876,742
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $730,023Expenses 2011: $683,435Net Income 2011: $46,5882011Revenue 2012: $568,582Expenses 2012: $760,476Net Income 2012: -$191,8942012Revenue 2013: $545,227Expenses 2013: $738,451Net Income 2013: -$193,2242013Revenue 2014: $863,040Expenses 2014: $783,650Net Income 2014: $79,3902014Revenue 2015: $754,095Expenses 2015: $825,623Net Income 2015: -$71,5282015Revenue 2016: $546,793Expenses 2016: $825,925Net Income 2016: -$279,1322016Revenue 2018: $898,392Expenses 2018: $833,259Net Income 2018: $65,1332018Revenue 2020: $447,852Expenses 2020: $949,076Net Income 2020: -$501,2242020Revenue 2021: $718,705Expenses 2021: $1,111,114Net Income 2021: -$392,4092021Revenue 2022: $465,483Expenses 2022: $1,260,402Net Income 2022: -$794,9192022Revenue 2023: $1,568,234Expenses 2023: $708,250Net Income 2023: $859,9842023Revenue 2024: $450,663Expenses 2024: $879,419Net Income 2024: -$428,7562024Revenue 2025: $659,468Expenses 2025: $952,591Net Income 2025: -$293,1232025

Highlighted filing

2025

Revenue$659,468
Expenses$952,591
Net Income-$293,123
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$9,876,742
Liabilities
$0
Net assets
$9,876,742
Revenue
$659,468
Expenses
$952,591
Net income
-$293,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$0.66$0.95$0.29
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.45$0.88$0.43
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.57$0.71$0.86
2022Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$0.47$1.26$0.79
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.72$1.11$0.39
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.45$0.95$0.50
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.90$0.83$0.07
2016Summary only. Only limited summary data is available for this year.$11.6$0.00$0.55$0.83$0.28
2015Summary only. Only limited summary data is available for this year.$11.8$0.00$0.75$0.83$0.07
2014Summary only. Only limited summary data is available for this year.$11.9$0.00$0.86$0.78$0.08
2013Summary only. Only limited summary data is available for this year.$11.8$0.00$0.55$0.74$0.19
2012Summary only. Only limited summary data is available for this year.$12.0$0.00$0.57$0.76$0.19
2011Summary only. Only limited summary data is available for this year.$12.2$0.00$0.73$0.68$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$144,228-$144,228
Filing and Contact Details

Filer

Filer Name
Rachel Lyman Charitable Trust
EIN
52-7114493
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-12-02
Raw XML AppendixShowing 400 of 5,070 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0BANK OF AMERICA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED
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