Civic Intelligence

Mary Lyon Foundation Inc.

990 • Fiscal year 2016 • EIN 22-3112593

Oct 01, 2015 to Sep 30, 2016 • Filed on Sep 01, 2017

Organization ProfileMLEF.ORG
P O Box 184Shelburne Falls, MA 01370

(413) 625-0065

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.05x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.2%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$632,590

Down $1,137 (-0.2%) from 2015

Net Assets

Down

$625,097

Down $5,992 (-0.9%) from 2015

Liabilities

Up

$7,493

Up $4,855 (+184%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin78th percentile

Revenue

Up

$165,941

Up $49,039 (+42%) from 2015

Expenses

Up

$133,298

Up $7,671 (+6.1%) from 2015

Net Income

Up

$32,643

Up $41,368 (+474%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $680,099Liabilities 2010: $750Net Assets 2010: $679,3492010Assets 2011: $626,374Liabilities 2011: $668Net Assets 2011: $625,7062011Assets 2012: $636,649Liabilities 2012: $661Net Assets 2012: $635,9882012Assets 2013: $656,955Liabilities 2013: $844Net Assets 2013: $656,1112013Assets 2014: $659,378Liabilities 2014: $19,564Net Assets 2014: $639,8142014Assets 2015: $633,727Liabilities 2015: $2,638Net Assets 2015: $631,0892015Assets 2016: $632,590Liabilities 2016: $7,493Net Assets 2016: $625,0972016Assets 2017: $616,395Liabilities 2017: $2,566Net Assets 2017: $613,8292017Assets 2018: $664,774Liabilities 2018: $777Net Assets 2018: $663,9972018Assets 2019: $700,742Liabilities 2019: $1,839Net Assets 2019: $698,9032019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $1,009,019Liabilities 2021: $1,756Net Assets 2021: $1,007,2632021Assets 2022: $2,425,909Liabilities 2022: $17,481Net Assets 2022: $2,408,4282022Assets 2023: $3,245,948Liabilities 2023: $13,525Net Assets 2023: $3,232,4232023Assets 2024: $4,196,215Liabilities 2024: $12,151Net Assets 2024: $4,184,0642024Assets 2025: $4,248,842Liabilities 2025: $4,896Net Assets 2025: $4,243,9462025

Highlighted filing

2016

Assets$632,590
Liabilities$7,493
Net Assets$625,097
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $133,2102010Revenue 2011: $101,032Expenses 2011: $154,675Net Income 2011: -$53,6432011Expenses 2012: $149,1252012Expenses 2013: $141,5542013Revenue 2014: $123,572Expenses 2014: $139,869Net Income 2014: -$16,2972014Revenue 2015: $116,902Expenses 2015: $125,627Net Income 2015: -$8,7252015Revenue 2016: $165,941Expenses 2016: $133,298Net Income 2016: $32,6432016Revenue 2017: $124,983Expenses 2017: $136,251Net Income 2017: -$11,2682017Revenue 2018: $198,462Expenses 2018: $113,149Net Income 2018: $85,3132018Revenue 2019: $178,702Expenses 2019: $145,630Net Income 2019: $33,0722019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $440,302Expenses 2021: $304,390Net Income 2021: $135,9122021Revenue 2022: $2,099,367Expenses 2022: $561,309Net Income 2022: $1,538,0582022Revenue 2023: $1,225,446Expenses 2023: $456,984Net Income 2023: $768,4622023Revenue 2024: $1,004,971Expenses 2024: $438,080Net Income 2024: $566,8912024Revenue 2025: $448,323Expenses 2025: $547,851Net Income 2025: -$99,5282025

Highlighted filing

2016

Revenue$165,941
Expenses$133,298
Net Income$32,643
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Sep 1, 2017
Return Version
2015v3.0
Gross Receipts
$165,941
Mission and Program Overview

Mission

To empower students and families by advocating for community investment in programs and services.

To promote local educational needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$422,539$396,691▼ $25,848
Investments in Publicly Traded Securities$206,188$230,899▲ $24,711
Land, Buildings, and Equipment, Net$5,000$5,000→ $0
Total Assets$633,727$632,590▼ $1,137
Liabilities
Accounts Payable and Accrued Expenses$2,638$7,493▲ $4,855
Total Liabilities$2,638$7,493▲ $4,855
Net Assets / Fund Balance
Temporarily Rstr Net Assets$353,701$354,730▲ $1,029
Unrestricted Net Assets$272,388$265,367▼ $7,021
Permanently Rstr Net Assets$5,000$5,000→ $0
Total Net Assets Fund Balance$631,089$625,097▼ $5,992
Total Liabilities and Net Assets / Fund Balance$633,727$632,590▼ $1,137

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,000-$5,000
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Sylvia OrcuttPresident
Marion TaylorDirector
Susan SchumanDirector
Sharon HudsonCorrespndg S
Emily WillisMember
Katherine a MckayMember
Nancy EisensteinMember
Peter W StevensMember
Karen FairbrothersTreasurer
Hugh KnoxVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$115,794
Program Service Revenue
$12,986
Investment Income
$28,767
Other Revenue
$8,394
All Other Contributions
$115,794
Change in Net Assets
$32,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,381
Other Expenses$32,954
Salaries, Compensation, and Employee Benefits$24,963
Total Fundraising Expense$1,448
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$48,318--$48,318
Grants to Domestic Orgs$27,063--$27,063
Other Salaries and Wages$20,000--$20,000
Fees for Services Other$14,434-$1,448$15,882
Office Expenses$6,213--$6,213
Occupancy$5,036--$5,036
Current Officers, Directors, Trustees, and Key Employees$3,024--$3,024
Conferences and Meetings$2,690--$2,690
Payroll Taxes$1,939--$1,939
Fees for Services Management$1,558--$1,558
Travel$900--$900
Fees for Services Accounting-$675-$675
Total Functional Expenses$131,175$675$1,448$133,298
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mohawk Trail Regional High SchoolShelburne Falls, MA-Summer Theater$20,585
Hilltown Youth Summer Theater---$5,728
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,394
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by treasurer then made available to the board if correct.”

Form 990, Page 6, Part VI, Line 19

“In compliance to law the records are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Mary Lyon Foundation Inc
EIN
22-3112593
Phone
4136250065
Address
P O BOX 184, SHELBURNE FALLS, MA 01370

Signing Officer

Name
Sylvia Orcutt
Title
President
Phone
4136250065
Signed
2017-09-01

Organization Details

Principal Officer
Sylvia Orcutt
Formed
1991
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
2

Preparer

Firm
Jonathan F George Sr CPA Cfp
Address
89 MAIN ST, SHELBURNE FALLS, MA 01370
Preparer
Jonathan F George Sr CPA Cfp
Phone
4136259593
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Admin fees expense 256 0 0 casual labor 438 0 0 event supplies 6,054 0 0 fund raising expenses 0 0 1,448 materials & supplies 2,807 0 0 membership fees/dues 75 0 0 demonstrations/music 1,000 0 0 scholars/keynote speakers 3,800 0 0 miscellaneous 4 0 0”

Form 990, Part XI, Line 9

“Release of temporary restrictions -38,635 total -38,635”

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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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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt021380
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012567
IRS990ScheduleA/OtherIncome170Grp/TotalAmt033947
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71970
IRS990ScheduleA/PublicSupportPY170Pct00.74180
IRS990ScheduleA/PublicSupportTotal170Amt0437710
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt084640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078542
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0437710
IRS990ScheduleA/TotalSupportAmt0608158
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013085
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt28957
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt310076
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MINI GRANT AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2STIPEND EXPENSE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3STUDENT ASSISTANCE EXPENS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt069
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt118
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt218
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt346
IRS990ScheduleI/RecipientTable/CashGrantAmt020585
IRS990ScheduleI/RecipientTable/CashGrantAmt15728
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUMMER THEATER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOHAWK TRAIL REGIONAL HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HILLTOWN YOUTH SUMMER THEATER
IRS990ScheduleI/RecipientTable/RecipientEIN0046135347
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026 ASHFIELD RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHELBURNE FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001370
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY TREASURER THEN MADE AVAILABLE TO THE BOARD IF CORRECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN COMPLIANCE TO LAW THE RECORDS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMIN FEES EXPENSE 256 0 0 CASUAL LABOR 438 0 0 EVENT SUPPLIES 6,054 0 0 FUND RAISING EXPENSES 0 0 1,448 MATERIALS & SUPPLIES 2,807 0 0 MEMBERSHIP FEES/DUES 75 0 0 DEMONSTRATIONS/MUSIC 1,000 0 0 SCHOLARS/KEYNOTE SPEAKERS 3,800 0 0 MISCELLANEOUS 4 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RELEASE OF TEMPORARY RESTRICTIONS -38,635 TOTAL -38,635
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0353701
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0354730
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0633727
IRS990/TotalAssetsEOYAmt0632590
IRS990/TotalAssetsGrp/BOYAmt0633727
IRS990/TotalAssetsGrp/EOYAmt0632590
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0115794
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01448
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0675
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0131175
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133298
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02638
IRS990/TotalLiabilitiesEOYAmt07493
IRS990/TotalLiabilitiesGrp/BOYAmt02638
IRS990/TotalLiabilitiesGrp/EOYAmt07493
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0631089
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0625097
IRS990/TotalProgramServiceExpensesAmt0131175
IRS990/TotalProgramServiceRevenueAmt012986
IRS990/TotalRevenueGrp/ExclusionAmt050147
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165941
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0633727
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0632590
IRS990/TravelGrp/ProgramServicesAmt0900
IRS990/TravelGrp/TotalAmt0900
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0272388
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0265367
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt082 MAIN ST
IRS990/USAddress/CityNm0SHELBURNE FALLS
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001370
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0MLEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA ORCUTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04136250065
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY LYON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0223112593
ReturnHeader/Filer/PhoneNum04136250065
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 184
ReturnHeader/Filer/USAddress/CityNm0SHELBURNE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001370
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001370
ReturnHeader/PreparerPersonGrp/PhoneNum04136259593
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-11T14:31:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$632,590
Liabilities
$7,493
Net assets
$625,097
Revenue
$165,941
Expenses
$133,298
Net income
$32,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.24$0.45$0.55$0.10
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.01$4.18$1.00$0.44$0.57
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.01$3.23$1.23$0.46$0.77
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.02$2.41$2.10$0.56$1.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.44$0.30$0.14
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.18$0.15$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.20$0.11$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.61$0.12$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.63$0.17$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.12$0.13$0.01
2014Summary only. Only limited summary data is available for this year.$0.66$0.02$0.64$0.12$0.14$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.15
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.10$0.15$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.13