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Lucy School INC FY2023 filing

Tax-deductible

Middletown, MD501(c)(3)EducationEIN 88-3903141Revenue $1.1M in FY2023

On file with the IRSlucyschool.com9117 Frostown Rd, 21769-9620 · Middletown, MDTax-exempt since Oct 2022School — 170(b)(1)(A)(ii)

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The purpose of Lucy School, INC. Is to operate and promote the ideals of an independent, non-sectarian educational institution that provides a challenging and unique arts-based education across all learning disciplines that honors individuals while stimulating and nurturing creativity, critical thinking, problem-solving, collaboration, confidence, empathy, and love of learning, all within joyful School culture that advances cares and respect for self, community, family, and the natural world.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $155K a year · 8% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$226K
60% of total assets
Fine: liabilities are 60% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$923K
To programs
100%
Net assets
$153K
By yearFY2023–FY2025
Revenue
$1.1M
FY2023
Tap a bar for its year
Revenue by fiscal year
FY2023$1.1M
FY2024$2.5M
FY2025$2.5M
Expenses
$923K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2023$923K
FY2024$2.3M
FY2025$2.3M
Net assets
$153K
FY2023
Tap a bar for its year
Net assets by fiscal year
FY2023$153K
FY2024$324K
FY2025$463K

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $923K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Gerri Chizek
Vice Chair
$0Pt VII · Sec A
Anne Olesen
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Amy Farber
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lucy School INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides a unique, arts-based education fostering creativity, critical thinking, and empathy.

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Provided by the organization

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1 program · $923K · in their own filed words · FY2022
01

School

Education of children pre-kindergarten (age 3) to 8TH grade and professional development of teachers.

$923Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 7 grants · $222K · 2023–2023
Unitemized GrantFY2023$64,250
Missarmia Productions LLCFY2023$63,700
Cochran StudioFY2023$36,042
Unitemized GrantFY2023$18,450
Unitemized GrantFY2023$18,025
Unitemized GrantFY2023$15,850
Unitemized GrantFY2023$5,992

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$723K
Gifts and grantsLn 1h$353K
Investment incomeLn 3$884
Money outPt IX
$923K
Ln 25
Programscol B$923K
Owns and owesPt X
$153K
net assets · Ln 32
Cash and savingsLn 1–2$344K
Total assetsLn 16$379K
LiabilitiesLn 26$226K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$353K
Fundraising eventsLn 1c$3K
Fees for servicesLn 2g$723K
Investment incomeLn 3$884
Gains on assetsLn 7−$162
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$43K
SavingsLn 2$301K
Cash and savings togetherLn 1–2$344K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$35K
Total assetsLn 16$379K
LiabilitiesLn 26$226K
Net assetsLn 32$153K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$344K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$0$379K
LiabilitiesLn 26$0$226K
Net assetsLn 32$0$153K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$504K$504K
Pension plan contributionsLn 8$8K$8K
Other employee benefitsLn 9$19K$19K
Payroll taxesLn 10$47K$47K
Other fees for servicesLn 11g$41K$41K
Advertising and promotionLn 12$600$600
Office expensesLn 13$14K$14K
OccupancyLn 16$210K$210K
TravelLn 17$9K$9K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$40K$40K
All other expensesLn 24e$17K$17K
Total functional expensesLn 25$923K$923K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.5M$2.3M$138K$463K 990 PDF
FY2024 $2.5M$2.3M$174K$324K 990 PDF
FY2023 Viewing $1.1M$923K$153K$153K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,075,947 revenue, 12 lines filed
I-8 Contributions and grants$352,581
I-9 Program service revenue$722,801
I-10 Investment income$884
I-11 Other revenue−$319
I-12 Total revenue$1,075,947
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$576,718
I-16a Professional fundraising fees$0
I-17 Other expenses$346,090
I-18 Total expenses$922,808
I-19 Revenue less expenses$153,139
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,075,947 across 9 lines filed
VIII-1c Fundraising events$2,581
VIII-1f All other contributions, gifts and grants$350,000
VIII-1h Total contributions, gifts and grants$352,581
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $722,801$722,801
VIII-3 Investment incomeExcluded from tax $1,046$1,046
VIII-7 Net gain or loss on sales of assetsRelated to mission −$162−$162
VIII-8 Net income from fundraising eventsExcluded from tax −$1,045−$1,045
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $726$726
VIII-12 Total revenueRelated to mission $722,639 · Unrelated business $0 · Excluded from tax $727$1,075,947
Part IX · Statement of functional expenses $922,808 across 12 lines filed
IX-7 Other salaries and wagesPrograms $503,607$503,607
IX-8 Pension plan contributionsPrograms $7,612$7,612
IX-9 Other employee benefitsPrograms $18,579$18,579
IX-10 Payroll taxesPrograms $46,920$46,920
IX-11g Other fees for servicesPrograms $40,919$40,919
IX-12 Advertising and promotionPrograms $600$600
IX-13 Office expensesPrograms $13,631$13,631
IX-16 OccupancyPrograms $210,000$210,000
IX-17 TravelPrograms $9,371$9,371
IX-23 InsurancePrograms $14,602$14,602
IX-24 Other expenses (24a–d)Programs $39,720$39,720
IX-24e All other expensesPrograms $17,247$17,247
IX-25 Total functional expensesPrograms $922,808 · Management $0 · Fundraising $0$922,808
Part X · Balance sheet $379,101 assets, 10 lines filed
X-1 Cash, non-interest-bearing$43,055
X-2 Savings and temporary cash investments$301,046
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $0$35,000
X-16 Total assetsStart of year $0$379,101
X-17 Accounts payable and accrued expenses$11,101
X-19 Deferred revenue$214,861
X-26 Total liabilitiesStart of year $0$225,962
X-32 Total net assets or fund balancesStart of year $0$153,139
X-33 Total liabilities and net assetsStart of year $0$379,101
Part XI · Reconciliation of net assets $153,139 net assets at year end
XI-1 Total revenue$1,075,947
XI-2 Total expenses$922,808
XI-3 Revenue less expenses$153,139
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$153,139

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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