Civic Intelligence

Elizabeth a Lynn Foundation

990PF • Fiscal year 2023 • EIN 91-1156982

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 01, 2024

Organization Profile
PO Box 439Lakeside, MT 59922

(425) 598-2400

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

12th percentile

-61%

Higher net margin than 12% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

23rd percentile

-3.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-13%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,112,038

Down $170,793 (-3.2%) from 2022

Net Assets

Down

$5,112,038

Down $170,793 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin12th percentile

Revenue

Down

$277,197

Down $41,336 (-13%) from 2022

Expenses

Down

$445,890

Down $27,444 (-5.8%) from 2022

Net Income

Down

-$168,693

Down $13,892 (-9.0%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,925,692Liabilities 2011: $02011Assets 2012: $5,626,713Liabilities 2012: $02012Assets 2013: $5,419,133Liabilities 2013: $02013Assets 2014: $5,323,442Liabilities 2014: $02014Assets 2015: $5,305,621Liabilities 2015: $02015Assets 2018: $4,851,343Liabilities 2018: $0Net Assets 2018: $4,851,3432018Assets 2019: $4,950,531Liabilities 2019: $0Net Assets 2019: $4,950,5312019Assets 2020: $4,935,512Liabilities 2020: $0Net Assets 2020: $4,935,5122020Assets 2021: $5,455,487Liabilities 2021: $3,160Net Assets 2021: $5,452,3272021Assets 2022: $5,282,831Liabilities 2022: $0Net Assets 2022: $5,282,8312022Assets 2023: $5,112,038Liabilities 2023: $0Net Assets 2023: $5,112,0382023Assets 2024: $5,144,640Liabilities 2024: $0Net Assets 2024: $5,144,6402024

Highlighted filing

2023

Assets$5,112,038
Liabilities$0
Net Assets$5,112,038
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $52,640Expenses 2011: $351,330Net Income 2011: -$298,6902011Revenue 2012: $79,069Expenses 2012: $376,177Net Income 2012: -$297,1082012Revenue 2013: $165,491Expenses 2013: $373,071Net Income 2013: -$207,5802013Revenue 2014: $318,736Expenses 2014: $411,273Net Income 2014: -$92,5372014Revenue 2015: $406,355Expenses 2015: $416,019Net Income 2015: -$9,6642015Revenue 2018: $418,911Expenses 2018: $403,915Net Income 2018: $14,9962018Revenue 2019: $514,192Expenses 2019: $410,060Net Income 2019: $104,1322019Revenue 2020: $399,430Expenses 2020: $408,684Net Income 2020: -$9,2542020Revenue 2021: $933,205Expenses 2021: $413,990Net Income 2021: $519,2152021Revenue 2022: $318,533Expenses 2022: $473,334Net Income 2022: -$154,8012022Revenue 2023: $277,197Expenses 2023: $445,890Net Income 2023: -$168,6932023Revenue 2024: $482,663Expenses 2024: $447,561Net Income 2024: $35,1022024

Highlighted filing

2023

Revenue$277,197
Expenses$445,890
Net Income-$168,693
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 1, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACI A KENNEDYTrustee-$0--
JODY L MOSSTrustee-$0--
ELIZABETH KENNEDYTrustee-$0--
CHLOE LYNNTrustee-$0--
JEFFREY S LYNNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth a Lynn Foundation
EIN
91-1156982
Phone
4255982400
Address
PO BOX 439, LAKESIDE, MT 59922

Signing Officer

Name
Jody L Moss
Title
Trustee
Phone
4253449215
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Kff Pllc
Address
12330 NE 8TH STREET SUITE 101, BELLEVUE, WA 98005-3187
Preparer
Marc S Kaufman CPA
Phone
4255982400
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0445890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0277197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0277197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018745
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt057740
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13395
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt047672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0626774
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05112038
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0401604
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0401604
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0401604
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0404915
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03311
IRS990PF/DistributableAmountGrp/TotalTaxAmt03311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04248
IRS990PF/FMVAssetsEOYAmt08435509
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05282831
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05112038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01893993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01668794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03675243
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02580103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02760396
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04077418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0808735
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0682848
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0682848
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05282831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05112038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08435509
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05282831
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05112038
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05282831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05112038
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08221623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0822624
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07398999
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0123324
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0404915
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08098299
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08221623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRACI A KENNEDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JODY L MOSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH KENNEDY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09629 SW QUARTERMASTER DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212715 SHORT AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3307 W OLYMPIC PLACE 106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 2427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VASHON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KETCHUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4KIRKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd183340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd498083
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0406895
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0406895
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,112,038
Liabilities
$0
Net assets
$5,112,038
Revenue
$277,197
Expenses
$445,890
Net income
-$168,693
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.$5.14$0.00$5.14$0.48$0.45$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.28$0.45$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.32$0.47$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.45$0.93$0.41$0.52
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.40$0.41$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.51$0.41$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.42$0.40$0.01
2015Summary only. Only limited summary data is available for this year.$5.31$0.00$0.41$0.42$0.01
2014Summary only. Only limited summary data is available for this year.$5.32$0.00$0.32$0.41$0.09
2013Summary only. Only limited summary data is available for this year.$5.42$0.00$0.17$0.37$0.21
2012Summary only. Only limited summary data is available for this year.$5.63$0.00$0.08$0.38$0.30
2011Summary only. Only limited summary data is available for this year.$5.93$0.00$0.05$0.35$0.30