Civic Intelligence

George H Graff Irrevocable Trust Richard L Lynch Successor Trustee

990PF • Fiscal year 2023 • EIN 65-6463779

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 12, 2024

Organization Profile
603 N Indian River Dr Ste 300Ft Pierce, FL 34950

(772) 466-1040

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.67x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$54,517

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-9.4%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$17,387,539

Up $1,625,622 (+10%) from 2022

Net Assets

Up

$16,601,963

Up $1,662,104 (+11%) from 2022

Liabilities

Down

$785,576

Down $36,482 (-4.4%) from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin75th percentile

Revenue

Down

$1,178,895

Down $122,040 (-9.4%) from 2022

Expenses

Down

$918,110

Down $49,444 (-5.1%) from 2022

Net Income

Down

$260,785

Down $72,596 (-22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$30M$20M$10M$0Assets 2011: $9,680,355Liabilities 2011: $494,0002011Assets 2012: $10,102,510Liabilities 2012: $513,7342012Assets 2013: $11,892,178Liabilities 2013: $542,664Net Assets 2013: $11,349,5142013Assets 2014: $12,216,978Liabilities 2014: $582,416Net Assets 2014: $11,634,5622014Assets 2015: $11,638,304Liabilities 2015: $584,064Net Assets 2015: $11,054,2402015Assets 2016: $11,834,233Liabilities 2016: $563,385Net Assets 2016: $11,270,8482016Assets 2017: $13,219,422Liabilities 2017: $596,320Net Assets 2017: $12,623,1022017Assets 2018: $12,748,483Liabilities 2018: $659,897Net Assets 2018: $12,088,5862018Assets 2019: $14,850,008Liabilities 2019: $679,256Net Assets 2019: $14,170,7522019Assets 2020: $17,483,519Liabilities 2020: $741,976Net Assets 2020: $16,741,5432020Assets 2021: $19,671,481Liabilities 2021: $897,568Net Assets 2021: $18,773,9132021Assets 2022: $15,761,917Liabilities 2022: $822,058Net Assets 2022: $14,939,8592022Assets 2023: $17,387,539Liabilities 2023: $785,576Net Assets 2023: $16,601,9632023Assets 2024: $20,511,468Liabilities 2024: $933,367Net Assets 2024: $19,578,1012024

Highlighted filing

2023

Assets$17,387,539
Liabilities$785,576
Net Assets$16,601,963
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $313,293Expenses 2011: $856,662Net Income 2011: -$543,3692011Revenue 2012: $127,877Expenses 2012: $669,726Net Income 2012: -$541,8492012Revenue 2013: $631,793Expenses 2013: $682,479Net Income 2013: -$50,6862013Revenue 2014: $638,281Expenses 2014: $734,156Net Income 2014: -$95,8752014Revenue 2015: $1,172,257Expenses 2015: $736,598Net Income 2015: $435,6592015Revenue 2016: $902,368Expenses 2016: $711,237Net Income 2016: $191,1312016Revenue 2017: $1,095,266Expenses 2017: $749,364Net Income 2017: $345,9022017Revenue 2018: $2,541,372Expenses 2018: $818,148Net Income 2018: $1,723,2242018Revenue 2019: $612,603Expenses 2019: $795,937Net Income 2019: -$183,3342019Revenue 2020: $859,197Expenses 2020: $863,752Net Income 2020: -$4,5552020Revenue 2021: $1,938,867Expenses 2021: $1,043,992Net Income 2021: $894,8752021Revenue 2022: $1,300,935Expenses 2022: $967,554Net Income 2022: $333,3812022Revenue 2023: $1,178,895Expenses 2023: $918,110Net Income 2023: $260,7852023Revenue 2024: $2,930,288Expenses 2024: $1,086,946Net Income 2024: $1,843,3422024

Highlighted filing

2023

Revenue$1,178,895
Expenses$918,110
Net Income$260,785
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 12, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD L LYNCHSuccessor Tr-$54,517-$54,517
Filing and Contact Details

Filer

Filer Name
George H Graff Irrevocable Trust
EIN
65-6463779
Phone
7724661040
Address
603 N INDIAN RIVER DR STE 300, FT PIERCE, FL 34950

Signing Officer

Name
Richard L Lynch
Title
Successor Trustee
Phone
7724661040
Signed
2024-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Johnson & Long LLC
Address
603 NORTH INDIAN RIVER DRIVE SUITE, FORT PIERCE, FL 34950
Preparer
Richard L Lynch
Phone
7724661040
Raw XML AppendixShowing 400 of 651 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt42PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt43PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt44PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt45PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02023-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42023-05
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112023-10
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152023-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322023-08
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382023-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-19069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-18794
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-854
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-45445
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-64382
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-2042
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2723753
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt281352
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt292875
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt30-86523
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35440046
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt36-875
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37-493
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38-70909
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt39109790
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4077373
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4153763
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt42102763
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43246369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016106395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016106395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY/BOSTON PRIVATE WEALTH
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0345308
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0833587
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0345308
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0833587
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01178895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07450
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt054517
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054517
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0822144
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0785576
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0345308
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0345308
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0260785
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015580201
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0833587
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0212860
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt086
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt067085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt067085
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03396
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0822144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0132448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0918110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0345308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01178895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0132448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0132534
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0260785
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01401319
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016601963
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014939859
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016601963
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0786775
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0786775
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0786775
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0789734
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02959
IRS990PF/DistributableAmountGrp/TotalTaxAmt02959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02959
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03400
IRS990PF/FMVAssetsEOYAmt017384138
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt014939858
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016601963
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015068938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016106395
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016106395
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0822058
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0785576
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03400
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0689978
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01277743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01277743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015761917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017387539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017384138
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0822058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0785576
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015761917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017387539
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014939859
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016601963
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016035212
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01258597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014776615
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0240528
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0789734
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015794684
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016035212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,387,539
Liabilities
$785,576
Net assets
$16,601,963
Revenue
$1,178,895
Expenses
$918,110
Net income
$260,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.93$19.6$2.93$1.09$1.84
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.79$16.6$1.18$0.92$0.26
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.82$14.9$1.30$0.97$0.33
2021Detailed filing. Detailed filing data is available for this year.$19.7$0.90$18.8$1.94$1.04$0.89
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.74$16.7$0.86$0.86$0.00
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.68$14.2$0.61$0.80$0.18
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.66$12.1$2.54$0.82$1.72
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.60$12.6$1.10$0.75$0.35
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.56$11.3$0.90$0.71$0.19
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.58$11.1$1.17$0.74$0.44
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.58$11.6$0.64$0.73$0.10
2013Detailed filing. Detailed filing data is available for this year.$11.9$0.54$11.3$0.63$0.68$0.05
2012Summary only. Only limited summary data is available for this year.$10.1$0.51$0.13$0.67$0.54
2011Summary only. Only limited summary data is available for this year.$9.68$0.49$0.31$0.86$0.54