Civic Intelligence

The Meadowlark Foundation

EIN 27-4327976 • Saratoga Springs, NY

19 Railroad Pl Suite 301Saratoga Springs, NY 12866
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 2022

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2022

Net Margin

1st percentile

-867%

Higher net margin than 1% of similar nonprofits.

$10M-$25M nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2022

Asset Growth

22nd percentile

-2.8%

Faster asset growth than 22% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-89%

Faster revenue growth than 1% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$18,807,403

Down $231,125 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,807,403

Down $231,125 (-1.2%) from 2023

Revenue

Down

$2,630,344

Down $857,460 (-25%) from 2023

Expenses

Down

$3,387,665

Down $1,399,056 (-29%) from 2023

Net Income

Up

-$757,321

Up $541,596 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2015: $11,049,273Liabilities 2015: $0Net Assets 2015: $11,049,2732015Assets 2016: $13,806,461Liabilities 2016: $0Net Assets 2016: $13,806,4612016Assets 2017: $15,436,373Liabilities 2017: $0Net Assets 2017: $15,436,3732017Assets 2018: $18,816,185Liabilities 2018: $0Net Assets 2018: $18,816,1852018Assets 2019: $20,863,636Liabilities 2019: $0Net Assets 2019: $20,863,6362019Assets 2020: $19,116,630Liabilities 2020: $0Net Assets 2020: $19,116,6302020Assets 2021: $20,993,103Liabilities 2021: $0Net Assets 2021: $20,993,1022021Assets 2022: $20,413,714Liabilities 2022: $0Net Assets 2022: $20,413,7142022Assets 2023: $19,038,528Liabilities 2023: $0Net Assets 2023: $19,038,5282023Assets 2024: $18,807,403Liabilities 2024: $0Net Assets 2024: $18,807,4032024

Highlighted filing

2024

Assets$18,807,403
Liabilities$0
Net Assets$18,807,403

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2015: $5,698,472Expenses 2015: $301,548Net Income 2015: $5,396,9242015Revenue 2016: $3,935,818Expenses 2016: $1,137,620Net Income 2016: $2,798,1982016Revenue 2017: $3,839,613Expenses 2017: $1,226,408Net Income 2017: $2,613,2052017Revenue 2018: $4,471,142Expenses 2018: $1,319,149Net Income 2018: $3,151,9932018Revenue 2019: $3,521,751Expenses 2019: $603,301Net Income 2019: $2,918,4502019Revenue 2020: $2,224,715Expenses 2020: $3,221,554Net Income 2020: -$996,8392020Revenue 2021: $2,176,897Expenses 2021: $300,425Net Income 2021: $1,876,4722021Revenue 2022: $244,096Expenses 2022: $2,361,070Net Income 2022: -$2,116,9742022Revenue 2023: $3,487,804Expenses 2023: $4,786,721Net Income 2023: -$1,298,9172023Revenue 2024: $2,630,344Expenses 2024: $3,387,665Net Income 2024: -$757,3212024

Highlighted filing

2024

Revenue$2,630,344
Expenses$3,387,665
Net Income-$757,321

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT M MORAN - 1 HrTrustee-$0--
MARY J PENNIMAN - 1 HrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Meadowlark Foundation
EIN
27-4327976
In Care Of
% C/O SHADE TREE AMY SEAGROAT
Phone
5182909460
Address
19 RAILROAD PL SUITE 301, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Garrett Moran
Title
Trustee
Phone
5188864000
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866
Preparer
Brad Hunt
Phone
5182909460
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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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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO SHADE TREE AMY SEAGROATT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05182909460
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARRETT M MORAN AND MARY J PENNIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02017044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1975000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Grants Paid - see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Grants Paid - see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt119 Railroad Pl Ste 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Saratoga Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112866
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02992044
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01685503
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01685503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03133860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0667506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0353998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05714836
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01559472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03133860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0667506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0353998
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03244975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01559472
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05714836
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04155364
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GARRETT M MORAN MARY J PENNIMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SHADE TREE 19 Railroad PL STE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0794739
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0633606
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1161133
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0NextDecade Corp - 94,568 shs
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1NextDecade Corp - 23,168 shs
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-05-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-05-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt016869
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09662
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09662
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1759441
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER COST FOR STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEDUCTIONS FROM PASS-THRU INV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031861
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt134137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031861
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt134137
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt022
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21285637
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER FOUNDATION'S COST FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATIONS TO 501(C)(3)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ORGANIZATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt288094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GERALD CHERTAVIAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INSTITUTE FOR NETWORKED COMM.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt014837
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt288094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027554
TaxesSchedule/TaxesDetail/Amt036806
TaxesSchedule/TaxesDetail/Amt112332
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012332
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Garrett Moran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MEADOWLARK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SHADE TREE SEAGROATT
ReturnHeader/Filer/BusinessNameControlTxt0MEAD
ReturnHeader/Filer/EIN0274327976
ReturnHeader/Filer/InCareOfNm0% C/O SHADE TREE AMY SEAGROAT
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt019 RAILROAD PL SUITE 301
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD HUNT
ReturnHeader/ReturnTs02025-05-08T08:26:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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