PEARSE LYONS ACE FOUNDATION INC FKA THE MARGIN OF EXCELLENCE INC (EIN 300521487) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

MARK LYONS

Phone

8598859613

Tax Period

2025-01-01 to 2025-12-31

PEARSE LYONS ACE FOUNDATION INC FKA THE MARGIN OF EXCELLENCE INC, founded in 2009, is a small nonprofit in the Education sector that reported $310K in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $404K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO PROVIDE EDUCATIONAL AND CHARITABLE ACTIVITIES IN THE UNITED STATES AND AROUND THE WORLD

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $297,039

Program Service Revenue $0

Investment Income $5,853

Other Revenue $6,894

TOTAL REVENUE $309,786

Expense Breakdown

Grants Paid $339,421

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $396,199

Other Expenses $64,987

TOTAL EXPENSES $404,408

Year-over-Year Comparison

	2025	2024	Change
Revenue	$309,786	$231,977	+0.3%
Expenses	$404,408	$297,361	+0.4%
Net Income	$-94,622	$-65,384	+0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK PEARSE LYONS	PRESIDENT	0.50	Director	$0	$0	$0
DEIRDRE MARY LYONS	VP/SECRETARY/TREASURER	0.50	Director	$0	$0	$0
LARRY HEHMAN	DIRECTOR	0.50	Director	$0	$0	$0
JOHN NICHOLSON	DIRECTOR	0.50	Director	$0	$0	$0
DAN NOLL	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$309,786	$404,408	$116,034	$-94,622
2024	No data	No data	No data	No data
2023	$236,745	$204,825	$276,040	$31,920
2022	$238,466	$266,033	$244,120	$-27,567
2021	$257,236	$89,686	$271,687	$167,550
2020	$159,281	$94,483	$104,137	$64,798
2019	$131,214	$170,824	$39,339	$-39,610
2018	$204,886	$130,269	$78,949	$74,617

PEARSE LYONS ACE FOUNDATION INC FKA THE MARGIN OF EXCELLENCE INC