The Meadowlark Foundation

990PF • Fiscal year 2019 • EIN 27-4327976

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 11, 2020

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.

0.00x

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

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

0.00x

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

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

83%

Higher net margin than 84% of similar nonprofits.

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

Higher top officer pay than 66% of similar nonprofits.

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

2019 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2019

11%

Faster asset growth than 66% of similar nonprofits.

2019 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2018 to 2019

-21%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets74th percentile

Assets

$20,863,636

Up $2,047,451 (+11%) from 2018

Net Assets

$20,863,636

Up $2,047,451 (+11%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue72nd percentile Net Margin84th percentile

Revenue

Down

$3,521,751

Down $949,391 (-21%) from 2018

Expenses

Down

$603,301

Down $715,848 (-54%) from 2018

Net Income

Down

$2,918,450

Down $233,543 (-7.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2019

Assets$20,863,636

Liabilities$0

Net Assets$20,863,636

Open 2019 Filing

Operations Trend

Revenue Growth34th percentile

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

Highlighted filing

2019

Revenue$3,521,751

Expenses$603,301

Net Income$2,918,450

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jul 11, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay66th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GARRETT M MORAN	Trustee - As Needed	-	$0	-	-
MARY J PENNIMAN	Trustee - 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: 2020-07-11
Discuss with paid preparer: Yes

Preparer

Firm: Shade Tree Advisors LLC
Address: 268 BROADWAY SUITE 101B, SARATOGA SPRINGS, NY 12866
Preparer: Colleen E Chase
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY J PENNIMAN
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	PLEASE 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/Description2Txt	0	UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	LOANS TO WONDERWORK, INC TO ENABLE THE BORROWER TO PROVIDE FREE SURGERIES FOR CHILDREN IN THE POOREST COUNTRIES OF THE WORLD.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	GARRETT M MORAN AND MARY J PENNIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	51863
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Natural Resources Defense Council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Harlem Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	40 W 20th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1330 Fifth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10026
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	551863
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	551863
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1522877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	894506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	240795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	327056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	326655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	894506
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	551863
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	894506
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	76508
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	GARRETT M MORAN MARY J PENNIMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O SHADE TREE 268 BROADWAY 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	12866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	2871412
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	1671412
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Publicly Traded Stock See Attached for Details
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2019-11-20
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LIQUIDATING DIST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	126025
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	903963
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	APPRECIATION OVER DONOR'S COST FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	STOCK DONATED INTO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PORTFOLIO DEDUCTIONS - K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	320
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	10380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	10380
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME/LOSS BEDF K-1 ACTIVITY
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	32419
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	2	545
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	APPRECIATION OVER DONOR'S COST FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	STOCK DONATED OUT OF FOUNDATION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	2	OTHER ADJUSTMENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	0	0
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	1	207248
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt	0	WONDERWORK INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt	1	WONDERWORK INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt	0	NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt	1	NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	0	2.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	1	2.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt	0	2019-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt	1	2020-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt	0	300000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt	1	200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt	0	TO PROVIDE FREE SURGERIES FOR CHILDREN IN POVERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt	1	TO PROVIDE FREE SURGERIES FOR CHILDREN IN POVERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt	0	2014-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt	1	2015-01
TaxesSchedule/TaxesDetail/Amt	0	10000
TaxesSchedule/TaxesDetail/Amt	1	63
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	63
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARY PENNIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE MEADOWLARK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O SHADE TREE SEAGROATT
ReturnHeader/Filer/BusinessNameControlTxt	0	MEAD
ReturnHeader/Filer/EIN	0	274327976
ReturnHeader/Filer/InCareOfNm	0	% C/O SHADE TREE AMY SEAGROAT
ReturnHeader/Filer/PhoneNum	0	5182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	268 BROADWAY 101B
ReturnHeader/Filer/USAddress/CityNm	0	SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	12866
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	D5CA144E4D2CE97C13F326FF615E7F76E2D6D1EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D5CA144E4D2CE97C13F326FF615E7F76E2D6D1EA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	14408220203155000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	184.74.33.154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	268 BROADWAY SUITE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	12866
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	COLLEEN E CHASE
ReturnHeader/ReturnTs	0	2020-11-10T13:21:37-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $20,863,636
Liabilities: $0
Net assets: $20,863,636
Revenue: $3,521,751
Expenses: $603,301
Net income: $2,918,450

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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