Civic Intelligence

Mary Lyon Foundation Inc.

990 • Fiscal year 2018 • EIN 22-3112593

Oct 01, 2017 to Sep 30, 2018 • Filed on Mar 25, 2019

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

65th percentile

7.8%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$664,774

Up $48,379 (+7.8%) from 2017

Net Assets

Up

$663,997

Up $50,168 (+8.2%) from 2017

Liabilities

Down

$777

Down $1,789 (-70%) from 2017

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Up

$198,462

Up $73,479 (+59%) from 2017

Expenses

Down

$113,149

Down $23,102 (-17%) from 2017

Net Income

Up

$85,313

Up $96,581 (+857%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$664,774
Liabilities$777
Net Assets$663,997
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$198,462
Expenses$113,149
Net Income$85,313
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Mar 25, 2019
Return Version
2017v2.3
Gross Receipts
$198,462
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$349,731$331,096▼ $18,635
Investments in Publicly Traded Securities$261,664$327,578▲ $65,914
Land, Buildings, and Equipment, Net$5,000$5,000→ $0
Accounts Receivable-$1,100-
Total Assets$616,395$664,774▲ $48,379
Liabilities
Accounts Payable and Accrued Expenses$2,566$777▼ $1,789
Total Liabilities$2,566$777▼ $1,789
Net Assets / Fund Balance
Unrestricted Net Assets$317,357$376,921▲ $59,564
Temporarily Rstr Net Assets$291,472$282,076▼ $9,396
Permanently Rstr Net Assets$5,000$5,000→ $0
Total Net Assets Fund Balance$613,829$663,997▲ $50,168
Total Liabilities and Net Assets / Fund Balance$616,395$664,774▲ $48,379

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,000-$5,000
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Sylvia OrcuttPresident
Peter W StevensMember
Marion TaylorPast Preside
Katherine a MckayRecording Se
Grace PoplawskiStudent Repr
Mae Rice-lesureStudent Repr
Karen FairbrothersTreasurer
Laurie BenoitVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$156,087
Program Service Revenue
$14,325
Investment Income
$26,738
Other Revenue
$1,312
All Other Contributions
$156,087
Change in Net Assets
$85,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,668
Other Expenses$33,140
Salaries, Compensation, and Employee Benefits$24,341
Total Fundraising Expense$3,904
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$55,668--$55,668
Other Salaries and Wages-$22,250-$22,250
Fees for Services Other$15,935$462$3,629$20,026
Occupancy$5,375$3,582-$8,957
Payroll Taxes-$2,091-$2,091
Office Expenses$85$1,431$275$1,791
Travel$1,558--$1,558
Fees for Services Accounting-$675-$675
Conferences and Meetings-$133-$133
Total Functional Expenses$78,621$30,624$3,904$113,149
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,312
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
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
Karen Fairbrothers
Title
Treasurer
Phone
4136250065
Signed
2019-03-25

Organization Details

Principal Officer
Sylvia Orcutt
Formed
1991
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
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 0 246 0 event supplies 8,167 0 309 fees and permits 220 70 42 food expense 1,327 16 166 fund raising expenses 0 0 3,112 materials & supplies 6,019 0 0 miscellaneous 202 0 0 membership fees & dues 0 130 0 total 15,935 462 3,629”

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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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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 0 246 0 EVENT SUPPLIES 8,167 0 309 FEES AND PERMITS 220 70 42 FOOD EXPENSE 1,327 16 166 FUND RAISING EXPENSES 0 0 3,112 MATERIALS & SUPPLIES 6,019 0 0 MISCELLANEOUS 202 0 0 MEMBERSHIP FEES & DUES 0 130 0 TOTAL 15,935 462 3,629
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-25
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ReturnHeader/Filer/BusinessNameControlTxt0MARY
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ReturnHeader/Filer/PhoneNum04136250065
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
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ReturnHeader/FilingSecurityInformation/IPTm014:07:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
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ReturnHeader/ReturnTs02019-03-25T14:07:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$664,774
Liabilities
$777
Net assets
$663,997
Revenue
$198,462
Expenses
$113,149
Net income
$85,313
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