Civic Intelligence

Pearse Lyons Ace Foundation Inc Fka the Margin of Excellence Inc

990 • Fiscal year 2017 • EIN 30-0521487

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

Organization ProfileN/A
3031 Catnip Hill RoadNicholasville, KY 40356

(859) 885-9613

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-8.2%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$4,332

Down $2,379 (-35%) from 2016

Net Assets

Down

$4,332

Down $2,379 (-35%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin37th percentile

Revenue

Down

$182,304

Down $16,189 (-8.2%) from 2016

Expenses

Down

$184,683

Down $13,355 (-6.7%) from 2016

Net Income

Down

-$2,379

Down $2,834 (-623%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$400K$300K$200K$100K$0Assets 2010: $318,707Liabilities 2010: $0Net Assets 2010: $318,7072010Assets 2011: $271,199Liabilities 2011: $0Net Assets 2011: $271,1992011Assets 2012: $192,715Liabilities 2012: $0Net Assets 2012: $192,7152012Assets 2013: $150,554Liabilities 2013: $0Net Assets 2013: $150,5542013Assets 2014: $51,301Liabilities 2014: $0Net Assets 2014: $51,3012014Assets 2015: $6,256Liabilities 2015: $0Net Assets 2015: $6,2562015Assets 2016: $6,711Liabilities 2016: $0Net Assets 2016: $6,7112016Assets 2017: $4,332Liabilities 2017: $0Net Assets 2017: $4,3322017Assets 2018: $78,949Liabilities 2018: $0Net Assets 2018: $78,9492018Assets 2019: $39,339Liabilities 2019: $0Net Assets 2019: $39,3392019Assets 2020: $104,137Liabilities 2020: $0Net Assets 2020: $104,1372020Assets 2021: $271,687Liabilities 2021: $0Net Assets 2021: $271,6872021Assets 2022: $244,120Liabilities 2022: $0Net Assets 2022: $244,1202022Assets 2023: $276,040Liabilities 2023: $0Net Assets 2023: $276,0402023Assets 2024: $210,656Liabilities 2024: $0Net Assets 2024: $210,6562024

Highlighted filing

2017

Assets$4,332
Liabilities$0
Net Assets$4,332
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $823,1682010Expenses 2011: $405,7762011Expenses 2012: $151,0212012Revenue 2013: $92,040Expenses 2013: $134,201Net Income 2013: -$42,1612013Revenue 2014: $44,533Expenses 2014: $143,786Net Income 2014: -$99,2532014Revenue 2015: $199,100Expenses 2015: $244,145Net Income 2015: -$45,0452015Revenue 2016: $198,493Expenses 2016: $198,038Net Income 2016: $4552016Revenue 2017: $182,304Expenses 2017: $184,683Net Income 2017: -$2,3792017Revenue 2018: $204,886Expenses 2018: $130,269Net Income 2018: $74,6172018Revenue 2019: $131,214Expenses 2019: $170,824Net Income 2019: -$39,6102019Revenue 2020: $159,281Expenses 2020: $94,483Net Income 2020: $64,7982020Revenue 2021: $257,236Expenses 2021: $89,686Net Income 2021: $167,5502021Revenue 2022: $238,466Expenses 2022: $266,033Net Income 2022: -$27,5672022Revenue 2023: $236,745Expenses 2023: $204,825Net Income 2023: $31,9202023Revenue 2024: $231,977Expenses 2024: $297,361Net Income 2024: -$65,3842024

Highlighted filing

2017

Revenue$182,304
Expenses$184,683
Net Income-$2,379
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Gross Receipts
$182,304
Mission and Program Overview

Mission

To provide educational and charitable activities in the united states and around the world to enhance and improve the quality of life of those in need. To provide scholarships, organize community service projects and build schools and housing for victims of natural disasters.

To provide educational and charitable activities in the united states and around the world

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,711$4,332▼ $2,379
Rtn Earn Endowment Incm Other Fnds$6,711$4,332▼ $2,379
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,711$4,332▼ $2,379
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,711$4,332▼ $2,379
Total Liabilities and Net Assets / Fund Balance$6,711$4,332▼ $2,379
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Thomas Pearse LyonsPresident
Father Dan NollDirector
John LyonsDirector
Mark Pearse LyonsVP/secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,304
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$182,304
Change in Net Assets
$-2,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,183
Grants and Similar Amounts Paid$26,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,500--$26,500
Fees for Services Accounting-$1,500-$1,500
Other Expenses$14,079$304-$304
Total Functional Expenses$182,879$1,804$0$184,683
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of KentuckyLexington, KY501(c)(3)Vocal Student Scholarships$26,500

International Summary

Offices
0
Employees
0
Spending
$142,300

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -Program ServiceHaiti School Project - Building a School00$142,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Thomas pearse lyons and mark pearse lyons are father and son.”

Form 990, Part VI, Section A, Line 8B

“There are no separate committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by the board.”

Form 990, Part VI, Section B, Line 12

“The foundation does not have a conflict of interest policy at this time. However, the board plans to adopt one in the future.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, section b, lines 15a and 15b: the foundation does not compensate any officers, directors, trustees or key employees.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Margin of Excellence Inc
EIN
30-0521487
Phone
8598859613
Address
3031 CATNIP HILL ROAD, NICHOLASVILLE, KY 40356

Signing Officer

Name
Mark Lyons
Title
Vice President
Phone
8598859613
Signed
2018-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Lyons
Formed
2009
Legal Domicile
Ky
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
106 W VINE STREET SUITE 600, LEXINGTON, KY 40507
Preparer
Leigh Mckee
Phone
8592552341
Raw XML Appendix334 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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IRS990/Form990PartVIISectionAGrp/PersonNm3FATHER DAN NOLL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/IRPDocumentCnt01
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0TO PROVIDE EDUCATIONAL AND CHARITABLE ACTIVITIES IN THE UNITED STATES AND AROUND THE WORLD TO ENHANCE AND IMPROVE THE QUALITY OF LIFE OF THOSE IN NEED. TO PROVIDE SCHOLARSHIPS, ORGANIZE COMMUNITY SERVICE PROJECTS AND BUILD SCHOOLS AND HOUSING FOR VICTIMS OF NATURAL DISASTERS.
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IRS990/PrincipalOfficerNm0MARK LYONS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE VOCAL SCHOLARSHIP PROGRAM IS A COMPETITION HELD IN PARTNERSHIP WITH THE UNIVERSITY OF KENTUCKY. IT IS OPEN TO ALL NEW VOICE STUDENTS WHO PLAN TO ATTEND THE UNIVERSITY OF KENTUCKY. THE COMPETITION AWARDS TUITION AND OTHER GRANTS TO GRADUATE AND UNDERGRADUATE STUDENTS. THE WINNERS ARE DETERMINED BY A PANEL OF OUTSIDE PROFESSIONALS IN THE MUSIC FIELD AND ARE NOT DETERMINED BY THE FOUNDATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION RAISED FUNDS AND PROVIDED SUPPORT FOR NATURAL DISASTER VICTIMS IN 2017. SUPPORT WAS PROVIDED TO A KANSAS RANCH AFTER A WILDFIRE DISASTER, AND SUPPORT WAS PROVIDED TO THOSE IN AGRICUTURE WHO WERE AFFECTED BY HURRICANE HARVEY.
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN -
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0HAITI SCHOOL PROJECT - BUILDING A SCHOOL
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VOCAL STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF KENTUCKY
IRS990ScheduleI/RecipientTable/RecipientEIN0616001218
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0301 PETERSON SERVICE BUILDING
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMAS PEARSE LYONS AND MARK PEARSE LYONS ARE FATHER AND SON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO SEPARATE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE REVIEWED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY AT THIS TIME. HOWEVER, THE BOARD PLANS TO ADOPT ONE IN THE FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART VI, SECTION B, LINES 15A AND 15B: THE FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06711
IRS990/TotalAssetsEOYAmt04332
IRS990/TotalAssetsGrp/BOYAmt06711
IRS990/TotalAssetsGrp/EOYAmt04332
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0182304
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01804
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182879
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184683
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06711
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0182879
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0182304
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06711
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04332
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03031 CATNIP HILL ROAD
IRS990/USAddress/CityNm0NICHOLASVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040356
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08598859613
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGIN OF EXCELLENCE INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0D/B/A ALLTECH ACE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0300521487
ReturnHeader/Filer/PhoneNum08598859613
ReturnHeader/Filer/USAddress/AddressLine1Txt03031 CATNIP HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0NICHOLASVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040356
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044FB8C276EDF428E398A1D16B13CC4FF19C83331
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010368D4156DF2BC0DB8C6902801B0B78C82933B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.145.0.124
ReturnHeader/FilingSecurityInformation/IPDt02018-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:13:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 W VINE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040507
ReturnHeader/PreparerPersonGrp/PhoneNum08592552341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEIGH MCKEE
ReturnHeader/ReturnTs02018-07-05T13:35:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,332
Liabilities
$0
Net assets
$4,332
Revenue
$182,304
Expenses
$184,683
Net income
-$2,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$2.32$2.97$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$2.37$2.05$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$2.38$2.66$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$2.57$0.90$1.68
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$1.59$0.94$0.65
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.31$1.71$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$2.05$1.30$0.75
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.82$1.85$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$1.98$1.98$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.99$2.44$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.45$1.44$0.99
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.92$1.34$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$1.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.00$2.71$4.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$8.23