Civic Intelligence

The Meadowlark Foundation

990PF • Fiscal year 2020 • EIN 27-4327976

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

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

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.00x

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Net Margin

26th percentile

-45%

Higher net margin than 26% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2020

Asset Growth

9th percentile

-8.4%

Faster asset growth than 9% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-37%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$19,116,630

Down $1,747,006 (-8.4%) from 2019

Net Assets

Down

$19,116,630

Down $1,747,006 (-8.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$2,224,715

Down $1,297,036 (-37%) from 2019

Expenses

Up

$3,221,554

Up $2,618,253 (+434%) from 2019

Net Income

Down

-$996,839

Down $3,915,289 (-134%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$19,116,630
Liabilities$0
Net Assets$19,116,630

Operations Trend

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

2020

Revenue$2,224,715
Expenses$3,221,554
Net Income-$996,839
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARRETT M MORANTrustee-$0--
MARY J PENNIMANTrustee-$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
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
268 BROADWAY SUITE 101B, SARATOGA SPRINGS, NY 12866
Preparer
Mary Carbone
Phone
5182909460
Raw XML Appendix363 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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO SHADE TREE AMY SEAGROATT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05182909460
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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/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/Amt03053191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARLEM ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11330 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01310874
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt076508
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01310874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01761206
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01761206
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03148588
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01761206
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01761206
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076508
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GARRETT M MORAN MARY J PENNIMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SHADE TREE 268 BROADWAY 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01575505
IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0775505
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED STOCK SEE ATTACHED FOR DETAILS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIQUIDATING DIST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt056492
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0601001
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2180806
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED INTO THE FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2NOTE RECEIVABLE FORGIVEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCTIONS - K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023365
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME/LOSS BEDF K-1 ACTIVITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt070
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070
OtherIncreasesSchedule/OtherIncreasesDetail/Amt031640
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF FOUNDATION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0WONDERWORK INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt02.
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02020-01
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0TO PROVIDE FREE SURGERIES FOR CHILDREN IN POVERTY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02015-01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARITABLE ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt049500
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/Amt17745
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07745
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY PENNIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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/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/PreparerPersonNm0MARY CARBONE
ReturnHeader/ReturnTs02021-11-04T14:49:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENNIMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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