Civic Intelligence

The Meadowlark Foundation

990PF • Fiscal year 2017 • EIN 27-4327976

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 23, 2018

Organization Profile
268 Broadway 101BSaratoga Springs, NY 12866

(518) 290-9460

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.00x

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

77th percentile

68%

Higher net margin than 77% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-2.4%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$15,436,373

Up $1,629,912 (+12%) from 2016

Net Assets

Up

$15,436,373

Up $1,629,912 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

Down

$3,839,613

Down $96,205 (-2.4%) from 2016

Expenses

Up

$1,226,408

Up $88,788 (+7.8%) from 2016

Net Income

Down

$2,613,205

Down $184,993 (-6.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$15,436,373
Liabilities$0
Net Assets$15,436,373
Open 2017 Filing

Operations Trend

Revenue Growth34th 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

2017

Revenue$3,839,613
Expenses$1,226,408
Net Income$2,613,205
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 23, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay64th 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 SHADE TREE AMY SEAGROAT
Phone
5182909460
Address
268 BROADWAY 101B, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Mary Penniman
Title
Trustee
Phone
5188864000
Signed
2018-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
268 BROADWAY SUITE 101B, SARATOGA SPRINGS, NY 12866
Preparer
Colleen Chase
Phone
5182909460
Raw XML Appendix369 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/PhoneNum05182909460
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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/SumOfProgramRelatedInvstGrp/Description1Txt0LOANS TO WONDERWORK, INC TO ENABLE THE BORROWER TO PROVIDE FREE SURGERIES FOR CHILDREN IN THE POOREST COUNTRIES OF THE WORLD.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARRETT M MORAN AND MARY J PENNIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01038189
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151914
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110026
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01090103
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/AppliedToCurrentYearAmt0763047
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0763047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0326655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0258703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0258703
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0653711
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0327056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0326655
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01090103
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0327056
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0912414
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0585358
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 268 BROADWAY 101B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05592582
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03592582
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc022,634 SHARES ISHARES RUSSELL 3000 ETF NYSE: IWV; CUSIP# XXX-XX-XXXX
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06172
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LIQUIDATING DIST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13927202
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15229524
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01624570
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
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/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt186361
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt186361
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME/LOSS BEDF K-1 ACTIVITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01292824
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01292824
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0641277
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF FOUNDATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0526442
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0WONDERWORK INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt02.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02019-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0300000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0TO PROVIDE FREE SURGERIES FOR CHILDREN IN POVERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02014-01
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/Amt18303
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08303
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY PENNIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
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/AddressLine1Txt0268 BROADWAY 101B
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DAC50F006D2B29615B2F7DB56A68D290F4152E4C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5CA144E4D2CE97C13F326FF615E7F76E2D6D1EA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014408220183105000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.74.33.154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0268 BROADWAY SUITE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLLEEN CHASE
ReturnHeader/ReturnTs02018-11-06T10:42:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,436,373
Liabilities
$0
Net assets
$15,436,373
Revenue
$3,839,613
Expenses
$1,226,408
Net income
$2,613,205
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