Civic Intelligence

The Meadowlark Foundation

990PF • Fiscal year 2016 • EIN 27-4327976

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
PO Box 860Saratoga Springs, NY 12866

(518) 886-4000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Net Margin

85th percentile

71%

Higher net margin than 85% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • NTEE T • $10M-$25M nonprofits • Source year 2016

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-31%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$13,806,461

Up $2,757,188 (+25%) from 2015

Net Assets

Up

$13,806,461

Up $2,757,188 (+25%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Down

$3,935,818

Down $1,762,654 (-31%) from 2015

Expenses

Up

$1,137,620

Up $836,072 (+277%) from 2015

Net Income

Down

$2,798,198

Down $2,598,726 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2016

Assets$13,806,461
Liabilities$0
Net Assets$13,806,461
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$3,935,818
Expenses$1,137,620
Net Income$2,798,198
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT M MORANTrustee - As Needed-$0--
MARY J PENNIMANTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Meadowlark Foundation
EIN
27-4327976
In Care Of
% C/O THE AYCO COMPANY LP
Phone
5188864000
Address
PO BOX 860, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Mary Penniman
Title
Trustee
Phone
5188864000
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 860, Saratoga Springs, NY 12866-0860
Preparer
John Sobieski III
Phone
5188864000
Raw XML Appendix372 raw XML fields

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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO THE AYCO COMPANY LP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188864000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LOANS TO WONDERWORK, INC TO ENABLE THE BORROWER TO PROVIDE FREE SURGERIES FOR CHILDREN IN THE POOREST COUNTRIES OF THE WORLD.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARRETT M MORAN AND MARY J PENNIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0929294
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Ayco Charitable Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Harlem Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11330 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albany
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110026
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0981225
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/AppliedToCurrentYearAmt0654570
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0654570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0258703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0585358
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0326655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0258703
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0981225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0326655
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0585358
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0258703
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 THE AYCO COMPANY LP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0995924
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0995924
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Various publicly traded securities See attached list
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-10-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03981
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09467
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06172
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06172
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1455998
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED INTO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS-BEDF K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt158666
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt158666
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME/LOSS BEDF K-1 ACTIVITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01888589
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01888589
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1414988
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF FOUNDATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0318362
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt1208080
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0WONDERWORK INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt1WONDERWORK INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt1NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt02.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt12.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02019-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt12020-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0300000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt1200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0TO PROVIDE FREE SURGERIES FOR CHILDREN IN POVERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt1TO PROVIDE FREE SURGERIES FOR CHILDREN IN POVERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02014-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt12015-01
TaxesSchedule/TaxesDetail/Amt065000
TaxesSchedule/TaxesDetail/Amt17823
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07823
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY PENNIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MEADOWLARK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MEAD
ReturnHeader/Filer/EIN0274327976
ReturnHeader/Filer/InCareOfNm0% C/O THE AYCO COMPANY LP
ReturnHeader/Filer/PhoneNum05188864000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 860
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AFE86CFD14D69789519B9E7485F3C2DF8B4016A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023C835F1927CFA9C366C5BE4947CE356FCBBEC4D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014257320173195000004
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128660860
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Sobieski III
ReturnHeader/ReturnTs02017-11-15T09:50:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$13,806,461
Liabilities
$0
Net assets
$13,806,461
Revenue
$3,935,818
Expenses
$1,137,620
Net income
$2,798,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$2.63$3.39$0.76
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$3.49$4.79$1.30
2022Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$0.24$2.36$2.12
2021Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$2.18$0.30$1.88
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$2.22$3.22$1.00
2019Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$3.52$0.60$2.92
2018Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$4.47$1.32$3.15
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$3.84$1.23$2.61
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$3.94$1.14$2.80
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$5.70$0.30$5.40