Civic Intelligence

Frances K Lynch Charitable Trust

990PF • Fiscal year 2023 • EIN 84-2358773

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

Organization Profile
PO Box 1567Smithfield, NC 27577

(919) 934-0049

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.00x

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

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-61%

Higher net margin than 25% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$2,728

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2023 filings • NTEE T90 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

3.2%

Faster asset growth than 67% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • NTEE T • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$380,088

Up $11,619 (+3.2%) from 2022

Net Assets

Up

$380,088

Up $11,619 (+3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin25th percentile

Revenue

Down

$15,111

Down $1,904 (-11%) from 2022

Expenses

Down

$24,399

Down $4,707 (-16%) from 2022

Net Income

Up

-$9,288

Up $2,803 (+23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$600K$400K$200K$0Assets 2019: $467,916Liabilities 2019: $02019Assets 2020: $441,591Liabilities 2020: $0Net Assets 2020: $441,5912020Assets 2021: $449,778Liabilities 2021: $28,349Net Assets 2021: $421,4292021Assets 2022: $368,469Liabilities 2022: $0Net Assets 2022: $368,4692022Assets 2023: $380,088Liabilities 2023: $0Net Assets 2023: $380,0882023Assets 2024: $376,149Liabilities 2024: $0Net Assets 2024: $376,1492024

Highlighted filing

2023

Assets$380,088
Liabilities$0
Net Assets$380,088
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $498,624Expenses 2019: $30,170Net Income 2019: $468,4542019Revenue 2020: $4,416Expenses 2020: $32,345Net Income 2020: -$27,9292020Revenue 2021: $9,364Expenses 2021: $30,878Net Income 2021: -$21,5142021Revenue 2022: $17,015Expenses 2022: $29,106Net Income 2022: -$12,0912022Revenue 2023: $15,111Expenses 2023: $24,399Net Income 2023: -$9,2882023Revenue 2024: $24,367Expenses 2024: $26,744Net Income 2024: -$2,3772024

Highlighted filing

2023

Revenue$15,111
Expenses$24,399
Net Income-$9,288
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W NARRONTrustee-$2,728-$2,728
Filing and Contact Details

Filer

Filer Name
Frances K Lynch Charitable Trust
EIN
84-2358773
Phone
9199340049
Address
PO BOX 1567, SMITHFIELD, NC 27577

Signing Officer

Name
James W Narron
Title
Trustee
Phone
9199340049
Signed
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Narron Wenzel Pa
Address
POST OFFICE BOX 1567, SMITHFIELD, NC 27577
Preparer
Matthew S Mcgonagle
Phone
9199340049
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANT OF FUNDS FOR THE CONSTRUCTION OF AN EDUCATION WING ON THE EAST SIDE OF THANKSGIVING BAPTIST CHURCH LOCATED AT 6701 EAST N.C. HWY, SELMA, NORTH CAROLINA, IS THE TRUST'S SOLE PURPOSE
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TaxesSchedule/TaxesDetail/Amt0178
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NARRON WENZEL PA
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ReturnHeader/PreparerPersonGrp/PhoneNum09199340049
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW S MCGONAGLE
ReturnHeader/ReturnTs02024-05-06T08:46:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NARRON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$380,088
Liabilities
$0
Net assets
$380,088
Revenue
$15,111
Expenses
$24,399
Net income
-$9,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.24$0.27$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.15$0.24$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.17$0.29$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.28$4.21$0.09$0.31$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$0.04$0.32$0.28
2019Summary only. Only limited summary data is available for this year.$4.68$0.00$4.99$0.30$4.68