Nonprofit · EIN 30-0521487
MARGIN OF EXCELLENCE
Also known as THE MARGIN OF EXCELLENCE INC
Tax-exempt · NICHOLASVILLE, KY 40356
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $309,786 | $404,408 | -$94,622 | $116,034 | $0 | $116,034 |
| December 31, 2024 | 990 | $231,977 | $297,361 | -$65,384 | $210,656 | $0 | $210,656 |
| December 31, 2023 | 990 | $236,745 | $204,825 | $31,920 | $276,040 | $0 | $276,040 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $297,039
- Program service revenue
- $0
- Investment income
- $5,853
- Net income from fundraising events
- $6,848
- Other revenue
- $6,894
Expenses
- Grants and similar amounts paid
- $339,421
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,050
- Program services (functional)
- $396,199
- Management and general (functional)
- $8,209
Balance sheet and other
- Total assets, start of year
- $210,656
- Total assets, end of year
- $116,034
- Total liabilities, end of year
- $0
- Net assets, end of year
- $116,034
- Gross receipts
- $311,578
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2009
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK PEARSE LYONS | PRESIDENT Trustee or director | 0.5 | $0 |
| DEIRDRE MARY LYONS | VP/SECRETARY/TREASURER Trustee or director | 0.5 | $0 |
| LARRY HEHMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN NICHOLSON | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN NOLL | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK PEARSE LYONS | PRESIDENT Trustee or director | 0.5 | $0 |
| DEIRDRE MARY LYONS | VP/SECRETARY/TREASURER Trustee or director | 0.5 | $0 |
| LARRY HEHMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN NICHOLSON | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN NOLL | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK PEARSE LYONS | PRESIDENT Trustee or director | 0.5 | $0 |
| DEIRDRE MARY LYONS | VP/SECRETARY/TREASURER Trustee or director | 0.5 | $0 |
| LARRY HEHMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JOHN NICHOLSON | DIRECTOR Trustee or director | 0.5 | $0 |
| DAN NOLL | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3031 CATNIP HILL RD, NICHOLASVILLE, KY 40356-8700
- In care of
- % THOMAS PEARSE LYONS
- Mailing address (990-N for 2009)
- 3031 CATNIP HILL PIKE, NICHOLASVILLE KY 40356
- Principal officer (990 for 2025)
- MARK LYONS, 3031 CATNIP HILL ROAD, NICHOLASVILLE, KY 40356
- Principal officer (990-N for 2009)
- DR T PEARSE LYONS, 3031 CATNIP HILL PIKE, NICHOLASVILLE KY 40356
- Signed the 990
- MARK LYONS, PRESIDENT
- Phone
- (859) 885-9613
- Website
- WWW.PEARSELYONSACE.ORG
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
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.
Program accomplishments
- HAITI RELIEF FUND TO PROVIDE DIRECT ASSISTANCE TO THE HAITIAN PEOPLE WITH THE GOAL OF REBUILDING LIVES. THE FOUNDATION SUPPORTS TWO HAITIAN PRIMARY SCHOOLS BY IMPROVING AND UPGRADING SCHOOL BUILDINGS AND PROVIDING FINANCIAL SUPPORT FOR OPERATIONS, INCLUDING TEACHER SALARIES, MAINTENANCE, SUPPLIES AND MEALS FOR THE STUDENTS. WHEN ONE OF THE SCHOOLS WAS NOTIFIED THAT ITS BUILDING WOULD NO LONGER BE AVAILABLE, THE FOUNDATION PROVIDED FINANCIAL SUPPORT TO HELP CONSTRUCT A NEW BUILDING. THE NEW BUILDING OFFERS SPACE FOR EVEN MORE CHILDREN THAN THE SCHOOL WAS PREVIOUSLY ABLE TO SERVE.Expenses $49,878
- THE 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.Expenses $52,748 · grants $52,748
- THE FOUNDATION WORKS TO SERVE RURAL AND FARMING COMMUNITIES IMPACTED BY NATURAL DISASTERS, SUCH AS THIS YEAR'S HISTORIC FLOODS IN SPAIN. THE FOUNDATION IS ALSO ASSISTING FAMILIES DISPLACED BY NATURAL DISASTERS IN TENNESSEE, KENTUCKY AND NORTH CAROLINA BY INSTALLING COMMUNITY GARDENS TO HELP COMBAT FOOD INSECURITY. THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO A LOCAL ORGANIZATION THAT IS COMMITTED TO ENDING INTIMATE PARTNER ABUSE IN FAMILIES AND THE COMMUNITY. SUPPORT WAS ALSO EXTENDED TO FOOD SHELVES, CANCER-RELATED CAUSES, AND MENTAL HEALTH CHARITIES.Expenses $293,573 · grants $286,673
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0521487
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $116,034
- Income (IRS master file)
- $311,578
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $309,786 | $404,408 | $116,034 | XML |
| 990 | December 2024 | $231,977 | $297,361 | $210,656 | IRS |
| 990 | December 2023 | $236,745 | $204,825 | $276,040 | XML |
| 990 | December 2022 | $238,466 | $266,033 | $244,120 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: DR T PEARSE LYONS | December 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0521487).
Questions about MARGIN OF EXCELLENCE
- What is the EIN of MARGIN OF EXCELLENCE?
- The employer identification number (EIN) of MARGIN OF EXCELLENCE is 30-0521487.
- Is MARGIN OF EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MARGIN OF EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARGIN OF EXCELLENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MARGIN OF EXCELLENCE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARGIN OF EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MARGIN OF EXCELLENCE?
- The 990 for the year ended December 31, 2025 names MARK LYONS.
- Who are the officers and directors of MARGIN OF EXCELLENCE?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MARGIN OF EXCELLENCE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $309,786, expenses of $404,408 and total assets of $116,034 at year end.
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