Civic Intelligence

The Edward and Mary Lord Foundation

EIN 27-0785866 • North Franklin, CT

55 Town Line BlvdNorth Franklin, CT 06254
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$48,000

Higher top officer pay than 30% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

30th percentile

-0.7%

Faster asset growth than 30% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

62%

Faster revenue growth than 83% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$18,362,382

Down $136,148 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,362,382

Down $136,148 (-0.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin18th percentile

Revenue

Up

$1,174,533

Up $448,638 (+62%) from 2023

Expenses

Up

$1,310,681

Up $11,386 (+0.9%) from 2023

Net Income

Up

-$136,148

Up $437,252 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $15,917,893Liabilities 2012: $0Net Assets 2012: $15,917,8932012Assets 2020: $17,969,294Liabilities 2020: $0Net Assets 2020: $17,969,2942020Assets 2021: $19,078,193Liabilities 2021: $0Net Assets 2021: $19,078,1932021Assets 2022: $19,072,145Liabilities 2022: $0Net Assets 2022: $19,072,1452022Assets 2023: $18,498,530Liabilities 2023: $0Net Assets 2023: $18,498,5302023Assets 2024: $18,362,382Liabilities 2024: $0Net Assets 2024: $18,362,3822024

Latest loaded filing

2024

Assets$18,362,382
Liabilities$0
Net Assets$18,362,382
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $648,3782012Revenue 2020: $1,354,038Expenses 2020: $1,169,597Net Income 2020: $184,4412020Revenue 2021: $2,309,169Expenses 2021: $1,200,887Net Income 2021: $1,108,2822021Revenue 2022: $1,295,529Expenses 2022: $1,323,311Net Income 2022: -$27,7822022Revenue 2023: $725,895Expenses 2023: $1,299,295Net Income 2023: -$573,4002023Revenue 2024: $1,174,533Expenses 2024: $1,310,681Net Income 2024: -$136,1482024

Latest loaded filing

2024

Revenue$1,174,533
Expenses$1,310,681
Net Income-$136,148
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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.$18.4$0.00$18.4$1.17$1.31$0.14
2023Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.73$1.30$0.57
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.30$1.32$0.03
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$2.31$1.20$1.11
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.35$1.17$0.18
2012Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 9, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN LORDTrusteePT$48,000-$48,000
JOEL SUISMANTrusteePT$36,000-$36,000
JEFFREY LORDTrustee-$5,658-$5,658
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATION OF EASTERN CTTO LORD FOUNDATION DONOR ADVISED FUNDPCNEW LONDON, CT, US$136,274
Paid GrantOCEAN COMMUNITY YMCAASSISTANCE FOR NEW BUILDING AT MYSTIC YMCAPCWESTERLY, RI, US$100,000
Paid GrantSAFE FUTURES INCSUPPORT OF DOMESTIC VIOLENCE PROGRAMS & CAPITAL CAMPAIGN TO CONSTRUCT NEW FACILITYPCNEW LONDON, CT, US$80,000
Paid GrantMADONNA PLACE INCSUPPORT FOR THREE PROGRAMSPCNORWICH, CT, US$75,000
Paid GrantTHE ARC EASTERN CONNECTICUT INCSUPPORT FOR PURCHASE OF LANDSCAPING TRUCKPCNORWICH, CT, US$60,820
Paid GrantAVALONIA LAND CONSERVANCY INCSUPPORT FOR PURCHASE OF LAND FOR CONSERVATIONPCOLD MYSTIC, CT, US$54,000
Paid GrantST EDMUND'S RETREAT INCSUPPORT OF THE RECOVERY PROGRAMPCMYSTIC, CT, US$45,000
Paid GrantNEW ENGLAND SCIENCE & SAILING FOUNDATIONSUPPORT OF STEM EDUCATION PROGRAMS FOR NORWICH ELEMENTARY STUDENTSPCSTONINGTON, CT, US$42,000
Paid GrantHIGH HOPES THERAPEUTIC RIDINGPROGRAMS FOR THERAPEUTIC RIDING 24-25 & 25-26PCOLD LYME, CT, US$30,000
Paid GrantOPERATION FUEL INCSUPPORT FOR LOW INCOME NORWICH FAMILIESPCHARTFORD, CT, US$30,000
Paid GrantTHE RIVERFRONT CHILDREN'S CENTERTUITION ASSISTANCEPCGROTON, CT, US$30,000
Paid GrantTHREE RIVERS COLLEGE FOUNDATIONSCHOLARSHIPSPCNORWICH, CT, US$30,000
Paid GrantSTANTON-DAVIS HOMESTEAD MUSEUM INCSUPPORT FOR RESTORATION PROJECT AT THE HOMESTEADPCPAWCATUCK, CT, US$25,000
Paid GrantSOCIETY OF THE FOUNDERS OF NORWICHSUPPORT FOR ELECTRICAL & SECURITY UPGRADES AT LEFFINGWELL MUSEUMPCNORWICH, CT, US$20,488
Paid GrantMITCHELL COLLEGESCHOLARSHIPS FOR NORWICH STUDENTSPCNEW LONDON, CT, US$20,000
Paid GrantROSE CITY SENIOR CENTERSUPPORT OF GOLD WISHES PROGRAMPCNORWICH, CT, US$20,000
Paid GrantALWAYS HOMESUPPORT FOR ROOF REPLACEMENT AT SUPPORTIVE HOUSINGPCMYSTIC, CT, US$16,000
Paid GrantEASTERN CT SYMPHONY ORCHESTRASPONSOR COMMUNITY CONCERTPCNEW LONDON, CT, US$15,000
Paid GrantNEW LONDON COMMUNITY MEAL CENTER INCASSISTANCE FOR PURCHASE OF VANPCNEW LONDON, CT, US$15,000
Paid GrantTHAMES VALLEY COUNCIL FOR COMMUNITY ACTION INCASSISTANCE IN REHAB OF TRANSITIONAL HOUSING UNITSPCJEWETT CITY, CT, US$15,000
Paid GrantTHE BLUE DOORREFURBISH DME FOR FREE DONATION TO COMMUNITYPCNIANTIC, CT, US$15,000
Paid GrantFRANKLIN HISTORICAL SOCIETY INCSUPPORT FOR SIGNAGE AT ASHBEL WOODWARD MUSEUMPCN FRANKLIN, CT, US$12,800
Paid GrantWILLIAM W BACKUS HOSPITALSUPPORT FOR MEDICAL MISSION AT HOME PROGRAMPCNORWICH, CT, US$10,000
Paid GrantA CAPELA DO SANTO ANTONIO INCSUPPORT FOR SCHOLARSHIPS FOR NFA STUDENTSPCNEW LONDON, CT, US$8,250
Paid GrantUNCAS HEALTH DISTRICTSUPPORT FOR PURCHASE OF CO DETECTORS FOR HOMELESS AND VACCINES FOR COMMUNITY FLU CLINICSGOVNORWICH, CT, US$8,150
Paid GrantNORWICH ROTARY FOUNDATION INCCOATS FOR KIDS PROGRAMPCBOZRAH, CT, US$5,000
Paid GrantPREGNANCY SUPPORT CENTER INCSUPPORT FOR PURCHASE OF PACK-N-PLAY UNITS, SAFE SLEEP PROGRAMPCNEW LONDON, CT, US$4,200
Paid GrantEUGENE ONEILL MEMORIAL THEATER CENTER INCSUPPORT YOUNG PLAYWRIGHTS PROGRAMPCWATERFORD, CT, US$4,000
Paid GrantTHE HOUSING AUTHORITY OF THE TOWN OF NORWICHSUPPORT OF RESIDENT SERVICES COORDINATORGOVNORWICH, CT, US$3,500
Paid GrantMYSTIC ART ASSOCIATIONSUPPORT FOR "GIFTS OF OCEAN" EXHIBITPCMYSTIC, CT, US$3,000
Filing and Contact Details

Filer

Filer Name
The Edward and Mary Lord Foundation
EIN
27-0785866
Phone
8608843866
Address
55 TOWN LINE BLVD, NORTH FRANKLIN, CT 06254

Signing Officer

Name
Kathryn Lord
Title
Trustee
Phone
8608843866
Signed
2026-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Goldblatt Bokoff LLC
Address
457 WEST MAIN STREET, NORWICH, CT 06360
Preparer
Brad Oatley
Phone
8608865108
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