Berneice U Lynn Foundation

Carlsbad, CA
Tax-exempt since March 1994
EIN: 33-0555611

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Type of Nonprofit

Designated as a 501(c)3 Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$98.9k (2023)

Expenses

$185k (2023)

Total Assets

$1.16M (2023)

Total Liabilities

$583k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$98,906

Expenses

$185,064

Net Income

-$86,158

Net Assets

$575,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,692	10.1%
Compensation of Officers*	$42,742	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,158,314
Total Liabilities	$582,962
Net Assets	$575,352

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,992	$0
Bruce Ebmeyer (Director)	$1,250	$0
Joseph Andreasen (Director)	$1,250	$0
Donald L Bigler (Director)	$1,250	$0

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990-PF

Filed on Feb. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$121,469

Expenses

$124,241

Net Income

-$2,772

Net Assets

$613,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.0%
Dividends	$4,139	3.4%
Sales of Assets	-$359
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,445	14.8%
Compensation of Officers*	$42,742	34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,282
Total Liabilities	$19,735
Net Assets	$613,547

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,992	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Joseph Andreasen (Director)	$1,250	$0

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990-PF

Filed on Feb. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$86,882

Expenses

$138,820

Net Income

-$51,938

Net Assets

$616,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$4,030	4.6%
Sales of Assets	$4,030	4.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,925	15.1%
Compensation of Officers*	$42,744	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$625,287
Total Liabilities	$8,968
Net Assets	$616,319

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,994	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Robert Casady (Director)	$1,250	$0

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990-PF

Filed on March 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$109,435

Expenses

$139,767

Net Income

-$30,332

Net Assets

$668,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$3,845	3.5%
Sales of Assets	$733	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,015	15.8%
Compensation of Officers*	$42,742	30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$677,536
Total Liabilities	$9,279
Net Assets	$668,257

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,992	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Robert Casady (Director)	$1,250	$0

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990-PF

Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$154,803

Expenses

$152,441

Net Income

$2,362

Net Assets

$698,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$4,381	2.8%
Sales of Assets	$389	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,340	17.3%
Compensation of Officers*	$42,742	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$705,353
Total Liabilities	$6,764
Net Assets	$698,589

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,992	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Robert Casady (Director)	$1,250	$0

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990-PF

Filed on March 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$142,683

Expenses

$150,397

Net Income

-$7,714

Net Assets

$696,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$147	0.1%
Dividends	$4,022	2.8%
Sales of Assets	$342	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,975	16.6%
Compensation of Officers*	$42,742	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$703,015
Total Liabilities	$6,788
Net Assets	$696,227

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,992	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Robert Casady (Director)	$1,250	$0

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990-PF

Filed on March 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$157,661

Expenses

$184,835

Net Income

-$27,174

Net Assets

$703,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$2,450	1.6%
Sales of Assets	-$9,289
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,570	13.3%
Compensation of Officers*	$42,574	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$710,780
Total Liabilities	$6,839
Net Assets	$703,941

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$38,824	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Larry Skinner (Director)	$1,250	$0

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990-PF

Filed on March 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$152,400

Expenses

$154,809

Net Income

-$2,409

Net Assets

$731,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$1,870	1.2%
Sales of Assets	$779	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,750	12.8%
Compensation of Officers*	$42,784	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$735,872
Total Liabilities	$4,757
Net Assets	$731,115

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$39,034	$0
Donald L Bigler (Director)	$1,250	$0
Bruce Ebmeyer (Director)	$1,250	$0
Larry Skinner (Director)	$1,250	$0

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990-PF

Filed on May 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$123,292

Expenses

$138,572

Net Income

-$15,280

Net Assets

$733,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$850	0.7%
Interest Revenue	$7	0.0%
Dividends	$1,687	1.4%
Sales of Assets	-$202
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$42,784	30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$738,434
Total Liabilities	$4,910
Net Assets	$733,524

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$39,034	$0
Donald L Bigler (Director)	$1,250	$0
Bill Newman (Director)	$1,250	$0
Larry Skinner (Director)	$1,250	$0

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990-PF

Filed on May 11, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$101,381

Expenses

$248,237

Net Income

-$146,856

Net Assets

$748,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,672	2.6%
Sales of Assets	$11,469	11.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,900	18.5%
Compensation of Officers*	$42,784	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$756,214
Total Liabilities	$7,410
Net Assets	$748,804

Compensation

Key Employees and Officers	Compensation	Other
Kelly R Perdue (Trustee)	$39,034	$0
Donald L Bigler (Director)	$1,250	$0
Bill Newman (Director)	$1,250	$0
Larry Skinner (Director)	$1,250	$0

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990-PF

Filed on March 27, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$115,157

Expenses

$193,294

Net Income

-$78,137

Net Assets

$895,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$203	0.2%
Sales of Assets	$2,044	1.8%
Other Income	$500	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$42,143	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$903,070
Total Liabilities	$7,410
Net Assets	$895,660

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$138,945

Expenses

$180,191

Net Income

-$41,246

Net Assets

$923,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,289	1.6%
Dividends	$4,983	3.6%
Sales of Assets	$0
Other Income	-$3,507

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,158	43.9%
Compensation of Officers*	$39,750	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$940,821
Total Liabilities	$17,500
Net Assets	$923,321

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$127,435

Expenses

$231,069

Net Income

-$103,634

Net Assets

$1,007,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$2,536	2.0%
Sales of Assets	$0
Other Income	-$10,300

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$45,750	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,044,699
Total Liabilities	$37,500
Net Assets	$1,007,199

990-PF

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 24, 2024

Berneice U Lynn Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $98.9k (2023)

Expenses $185k (2023)

Total Assets $1.16M (2023)

Total Liabilities $583k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$98.9k (2023)

Expenses

$185k (2023)

Total Assets

$1.16M (2023)

Total Liabilities

$583k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001