Civic Intelligence

Lilly Awards Foundation Inc.

990 • Fiscal year 2023 • EIN 27-0987854

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

1501 Broadway 701New York, NY 10036

(212) 398-0843

Siviq Scores

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

Liabilities / Assets

55th percentile

0.05x

Higher debt load relative to assets than 55% of similar nonprofits.

2023 filings • NTEE A • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • NTEE A • $500k-$1M nonprofits • Source year 2023

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2023 filings • NTEE A • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

98th percentile

$150,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2023 filings • NTEE A • $500k-$1M nonprofits • Source year 2023

Asset Growth

3rd percentile

-50%

Faster asset growth than 3% of similar nonprofits.

2023 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$519,306

Down $528,848 (-50%) from 2022

Net Assets

Down

$493,135

Down $460,567 (-48%) from 2022

Liabilities

Down

$26,171

Down $68,281 (-72%) from 2022

Revenue

Down

$498,867

Down $308,717 (-38%) from 2022

Expenses

Up

$959,434

Up $151,034 (+19%) from 2022

Net Income

Down

-$460,567

Down $459,751 (-56342%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $51,518Liabilities 2014: $0Net Assets 2014: $51,5182014Assets 2015: $113,346Liabilities 2015: $0Net Assets 2015: $113,3462015Assets 2016: $100,644Liabilities 2016: $2,273Net Assets 2016: $98,3712016Assets 2017: $207,301Liabilities 2017: $0Net Assets 2017: $207,3012017Assets 2018: $375,715Liabilities 2018: $5,697Net Assets 2018: $370,0182018Assets 2019: $390,701Liabilities 2019: $7,248Net Assets 2019: $383,4532019Assets 2020: $368,391Liabilities 2020: $20,137Net Assets 2020: $348,2542020Assets 2021: $975,696Liabilities 2021: $21,178Net Assets 2021: $954,5182021Assets 2022: $1,048,154Liabilities 2022: $94,452Net Assets 2022: $953,7022022Assets 2023: $519,306Liabilities 2023: $26,171Net Assets 2023: $493,1352023Assets 2024: $493,525Liabilities 2024: $19,005Net Assets 2024: $474,5202024

Highlighted filing

2023

Assets$519,306
Liabilities$26,171
Net Assets$493,135

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $109,491Expenses 2014: $64,352Net Income 2014: $45,1392014Revenue 2015: $209,439Expenses 2015: $147,611Net Income 2015: $61,8282015Revenue 2016: $158,002Expenses 2016: $172,977Net Income 2016: -$14,9752016Revenue 2017: $263,225Expenses 2017: $154,295Net Income 2017: $108,9302017Revenue 2018: $384,826Expenses 2018: $222,109Net Income 2018: $162,7172018Revenue 2019: $275,288Expenses 2019: $261,853Net Income 2019: $13,4352019Revenue 2020: $224,069Expenses 2020: $259,268Net Income 2020: -$35,1992020Revenue 2021: $962,846Expenses 2021: $356,582Net Income 2021: $606,2642021Revenue 2022: $807,584Expenses 2022: $808,400Net Income 2022: -$8162022Revenue 2023: $498,867Expenses 2023: $959,434Net Income 2023: -$460,5672023Revenue 2024: $281,756Expenses 2024: $300,374Net Income 2024: -$18,6182024

Highlighted filing

2023

Revenue$498,867
Expenses$959,434
Net Income-$460,567
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$498,867
Mission and Program Overview

Mission

Honor work of women in theatre

Recognition of the work of women in theater and to promote gender parity in theatrical productions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,013,154$414,306▼ $598,848
Accounts Receivable$35,000$105,000▲ $70,000
Total Assets$1,048,154$519,306▼ $528,848
Liabilities
Accounts Payable and Accrued Expenses$94,452$26,171▼ $68,281
Total Liabilities$94,452$26,171▼ $68,281
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$703,702$493,135▼ $210,567
Net Assets With Donor Restrictions$250,000$0▼ $250,000
Total Net Assets Fund Balance$953,702$493,135▼ $460,567
Total Liabilities and Net Assets / Fund Balance$1,048,154$519,306▼ $528,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julia JordanVice PresidentPT$150,000$150,000

Board Members and Trustees

NameTitle
Marsha NormanPresident
Amanda GreenBoard Member
Antonia BeltBoard Member
Dana Fields MuldrowBoard Member
Jane AbramsonBoard Member
Julie UnisBoard Member
Kate NavinBoard Member
Kristen Anderson-lopezBoard Member
Lynn NottageBoard Member
Mandy GreenfieldBoard Member
Rebekah CarverBoard Member
Rita Pietropinto KittBoard Member
Robert SchenkkanBoard Member
Sarah RuhlBoard Member
Stacey MindichBoard Member
Valerie Curtis-newtownBoard Member
Janice MaffeiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$498,867
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$498,867
Change in Net Assets
$-460,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$575,000
Other Expenses$296,111
Salaries, Compensation, and Employee Benefits$88,323
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$500,000--$500,000
Other Expenses$130,325$23,292-$153,617
Fees for Services Other$76,929$7,919-$84,848
Current Officers, Directors, Trustees, and Key Employees$60,503$14,497-$75,000
Grants to Domestic Individuals$75,000--$75,000
Fees for Services Accounting-$23,000-$23,000
Travel$17,842--$17,842
Payroll Taxes$10,748$2,575-$13,323
Insurance$10,124$1,468-$11,592
Information Technology$1,971$1,130-$3,101
Office Expenses$1,371$452-$1,823
Fees for Services Legal-$288-$288
Total Functional Expenses$884,813$74,621$0$959,434
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Dramtsist Guild Fund IncNew York, NY501(c)3Scholarship Administration$500,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return is prepared by an outside accountant. The return is reviewed in detail by management and provided to the full board of directors for their review and comment prior to filing with the irs

Form 990, Part VI, Section B, Line 12C

Organization annually reviews & monitors conflict of interest policy to ensure compliance for all staff and board members.

Form 990, Part VI, Section B, Line 15A

The vice president's annual salary is reviewed and approved by the board of directors (independent of the vice president).

Form 990, Part VI, Section C, Line 19

The organization makes its documents available upon request

Filing and Contact Details

Filer

Filer Name
Lilly Awards Foundation Inc
EIN
27-0987854
Phone
2123980843
Address
1501 BROADWAY 701, NEW YORK, NY 10036

Signing Officer

Name
Marsha Norman
Title
President
Phone
2123980843
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Norman
Formed
2009
Legal Domicile
De
Voting Board Members
18
Independent Board Members
17
Employees
1
Volunteers
25

Preparer

Firm
Cbiz Marks Paneth LLC
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
MARK D'AMBROSI
Phone
2125038800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization has not changed its oversight process or selection process during the tax year.

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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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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023292
IRS990/OtherExpensesGrp/ProgramServicesAmt0130325
IRS990/OtherExpensesGrp/TotalAmt0153617
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02575
IRS990/PayrollTaxesGrp/ProgramServicesAmt010748
IRS990/PayrollTaxesGrp/TotalAmt013323
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARSHA NORMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE LILLY AWARDS CELEBRATES THE WORK OF WOMEN IN THE THEATER AND HIGHLIGHTS THE NEED TO PROMOTE GENDER PARITY IN THEATRICAL PRODUCTIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0100316
IRS990/ProgSrvcAccomActy2Grp/GrantAmt075000
IRS990/ProgSrvcAccomActy3Grp/Desc03VIEWS: A NEW ONLINE JOURNAL ABOUT THE ART OF THEATER
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016513
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0807584
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt075000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0649789
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-816
IRS990/PYSalariesCompEmpBnftPaidAmt083611
IRS990/PYTotalExpensesAmt0808400
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0807584
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-460567
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt065000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0167725
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt055100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt028500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt015172
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0331497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0518867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0807584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0948222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0254069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0275288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02804030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.51250
IRS990ScheduleA/PublicSupportPY509Pct00.53270
IRS990ScheduleA/PublicSupportTotal509Amt01437147
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0356744
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0568117
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0230100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0113750
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt098172
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01366883
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0291744
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0400392
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0175000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt085250
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt083000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01035386
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0518867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0807584
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0948222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0254069
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0275288
IRS990ScheduleA/Total509Grp/TotalAmt02804030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0518867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0807584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0948264
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0254069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0275288
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02804072
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt075000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS AWARDED TO INDIVIDUALS TO SUPPORT PLAYWRIGHTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt0500000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP ADMINISTRATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE DRAMTSIST GUILD FUND INC
IRS990ScheduleI/RecipientTable/RecipientEIN0136144932
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0520 8TH AVE 2401
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010018
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTANT. THE RETURN IS REVIEWED IN DETAIL BY MANAGEMENT AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION ANNUALLY REVIEWS & MONITORS CONFLICT OF INTEREST POLICY TO ENSURE COMPLIANCE FOR ALL STAFF AND BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VICE PRESIDENT'S ANNUAL SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS (INDEPENDENT OF THE VICE PRESIDENT).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

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