Civic Intelligence

W J Lynch Charitable Tua 05121988 72951800

EIN 86-6351819 • Saint Louis, MO

Pub. 78 Eligible
PO Box 505 Mac H0006-092Saint Louis, MO 63166
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

13th percentile

-31%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$53,437

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-1.8%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

26th percentile

-6.2%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$4,343,011

Down $79,748 (-1.8%) from 2024

Liabilities

Flat

$2,100

Flat from 2024

Net Assets

Down

$4,340,911

Down $79,748 (-1.8%) from 2024

Operations
Liabilities / Revenue41st percentileNet Margin13th percentile

Revenue

Down

$254,879

Down $16,719 (-6.2%) from 2024

Expenses

Up

$335,025

Up $181,415 (+118%) from 2024

Net Income

Down

-$80,146

Down $198,134 (-168%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,450,450Liabilities 2012: $5,2502012Assets 2013: $4,435,518Liabilities 2013: $5,2502013Assets 2014: $4,374,946Liabilities 2014: $5,2502014Assets 2015: $4,370,205Liabilities 2015: $5,2502015Assets 2019: $4,203,341Liabilities 2019: $8,4002019Assets 2020: $4,155,946Liabilities 2020: $02020Assets 2021: $4,187,303Liabilities 2021: $0Net Assets 2021: $4,187,3032021Assets 2022: $4,222,954Liabilities 2022: $0Net Assets 2022: $4,222,9542022Assets 2023: $4,303,776Liabilities 2023: $0Net Assets 2023: $4,303,7762023Assets 2024: $4,422,759Liabilities 2024: $2,100Net Assets 2024: $4,420,6592024Assets 2025: $4,343,011Liabilities 2025: $2,100Net Assets 2025: $4,340,9112025

Highlighted filing

2025

Assets$4,343,011
Liabilities$2,100
Net Assets$4,340,911
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

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

$400K$200K$0-$200KRevenue 2012: $138,782Expenses 2012: $230,038Net Income 2012: -$91,2562012Revenue 2013: $196,971Expenses 2013: $232,370Net Income 2013: -$35,3992013Revenue 2014: $192,247Expenses 2014: $224,800Net Income 2014: -$32,5532014Revenue 2015: $197,394Expenses 2015: $196,574Net Income 2015: $8202015Revenue 2019: $189,451Expenses 2019: $229,952Net Income 2019: -$40,5012019Revenue 2020: $362,453Expenses 2020: $234,098Net Income 2020: $128,3552020Revenue 2021: $184,870Expenses 2021: $173,436Net Income 2021: $11,4342021Revenue 2022: $194,550Expenses 2022: $165,219Net Income 2022: $29,3312022Revenue 2023: $206,097Expenses 2023: $125,075Net Income 2023: $81,0222023Revenue 2024: $271,598Expenses 2024: $153,610Net Income 2024: $117,9882024Revenue 2025: $254,879Expenses 2025: $335,025Net Income 2025: -$80,1462025

Highlighted filing

2025

Revenue$254,879
Expenses$335,025
Net Income-$80,146
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$4,343,011
Liabilities
$2,100
Net assets
$4,340,911
Revenue
$254,879
Expenses
$335,025
Net income
-$80,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.25$0.34$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.27$0.15$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.21$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.19$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.18$0.17$0.01
2020Summary only. Only limited summary data is available for this year.$4.16$0.00$0.36$0.23$0.13
2019Summary only. Only limited summary data is available for this year.$4.20$0.01$0.19$0.23$0.04
2015Summary only. Only limited summary data is available for this year.$4.37$0.01$0.20$0.20$0.00
2014Summary only. Only limited summary data is available for this year.$4.37$0.01$0.19$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$4.44$0.01$0.20$0.23$0.04
2012Summary only. Only limited summary data is available for this year.$4.45$0.01$0.14$0.23$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 24, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ACo-Trustee-$53,437-$53,437
JOSEPH R GRANATACo-Trustee-$26,718-$26,718
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL JEWISH HEALTHGENERAL OPERATINGPCDENVER, CO, US$101,580
Paid GrantUNIVERSITY OF NEVADA RENO FOUNDATIONGENERAL OPERATINGPCRENO, NV, US$101,580
Filing and Contact Details

Filer

Filer Name
Lynch Wj Char Tua Dtd 05121988
EIN
86-6351819
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2026-01-24
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
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL JEWISH HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF NEVADA RENO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01400 JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11664 N VIRGINIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0802062761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd189557
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0203160
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020489
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0203160
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0217692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0223649
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0197203
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0203160
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047391
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0131
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1267
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJ
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSIT FOR RENTAL PROPERTY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02100
TaxesSchedule/TaxesDetail/Amt0583
TaxesSchedule/TaxesDetail/Amt11950
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYNCH WJ CHAR TUA DTD 05121988
ReturnHeader/Filer/BusinessNameControlTxt0LYNC
ReturnHeader/Filer/EIN0866351819
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 505 MAC H0006-092
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-02T13:01:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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