Civic Intelligence

Mead School Foundation Inc

EIN 06-1584857 • 501(c)3 • Stamford, CT

Profile

SUPPORTING ORGANIZATION

1095 Riverbank RoadStamford, CT 06903

www.meadschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.1%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,176,543

Up $6,262 (+0.5%) from 2023

Liabilities

Up

$4,500

Up $2,501 (+125%) from 2023

Net Assets

Up

$1,172,043

Up $3,761 (+0.3%) from 2023

Revenue

Up

$30,667

Up $2,035 (+7.1%) from 2023

Expenses

Down

$26,904

Down $2,183 (-7.5%) from 2023

Net Income

Up

$3,763

Up $4,218 (+927%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,672,356Liabilities 2011: $335,174Net Assets 2011: $1,337,1822011Assets 2012: $1,624,421Liabilities 2012: $306,301Net Assets 2012: $1,318,1202012Assets 2013: $1,607,424Liabilities 2013: $284,772Net Assets 2013: $1,322,6522013Assets 2014: $1,659,247Liabilities 2014: $276,368Net Assets 2014: $1,382,8792014Assets 2015: $1,616,962Liabilities 2015: $265,330Net Assets 2015: $1,351,6322015Assets 2016: $1,568,623Liabilities 2016: $279,478Net Assets 2016: $1,289,1452016Assets 2017: $1,492,968Liabilities 2017: $251,069Net Assets 2017: $1,241,8992017Assets 2018: $1,459,882Liabilities 2018: $245,430Net Assets 2018: $1,214,4522018Assets 2019: $1,582,904Liabilities 2019: $376,180Net Assets 2019: $1,206,7242019Assets 2020: $1,573,360Liabilities 2020: $377,884Net Assets 2020: $1,195,4762020Assets 2021: $1,456,151Liabilities 2021: $275,762Net Assets 2021: $1,180,3892021Assets 2022: $1,394,474Liabilities 2022: $225,737Net Assets 2022: $1,168,7372022Assets 2023: $1,170,281Liabilities 2023: $1,999Net Assets 2023: $1,168,2822023Assets 2024: $1,176,543Liabilities 2024: $4,500Net Assets 2024: $1,172,0432024

Highlighted filing

2024

Assets$1,176,543
Liabilities$4,500
Net Assets$1,172,043

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2011: $55,8242011Expenses 2012: $58,0042012Revenue 2013: $63,613Expenses 2013: $63,543Net Income 2013: $702013Revenue 2014: $33,993Expenses 2014: $49,705Net Income 2014: -$15,7122014Revenue 2015: $78,513Expenses 2015: $45,154Net Income 2015: $33,3592015Revenue 2016: $25,301Expenses 2016: $87,787Net Income 2016: -$62,4862016Revenue 2017: $26,332Expenses 2017: $73,267Net Income 2017: -$46,9352017Revenue 2018: $27,648Expenses 2018: $55,095Net Income 2018: -$27,4472018Revenue 2019: $27,850Expenses 2019: $35,578Net Income 2019: -$7,7282019Revenue 2020: $26,257Expenses 2020: $37,505Net Income 2020: -$11,2482020Revenue 2021: $25,200Expenses 2021: $40,287Net Income 2021: -$15,0872021Revenue 2022: $25,202Expenses 2022: $38,603Net Income 2022: -$13,4012022Revenue 2023: $28,632Expenses 2023: $29,087Net Income 2023: -$4552023Revenue 2024: $30,667Expenses 2024: $26,904Net Income 2024: $3,7632024

Highlighted filing

2024

Revenue$30,667
Expenses$26,904
Net Income$3,763

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.17$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.03$0.03$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.23$1.17$0.03$0.04$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.28$1.18$0.03$0.04$0.02
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.57$0.38$1.20$0.03$0.04$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.38$1.21$0.03$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.25$1.21$0.03$0.06$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.25$1.24$0.03$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.28$1.29$0.03$0.09$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.27$1.35$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.28$1.38$0.03$0.05$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.28$1.32$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.31$1.32$0.06
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.34$1.34$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$30,667
Mission and Program Overview

Mission

SUPPORTING ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$686,067$670,806▼ $15,261
Other Notes and Loans Receivable, Net$465,437$471,344▲ $5,907
Savings and Temporary Cash Investments$9,161$24,775▲ $15,614
Cash and Non-Interest-Bearing Accounts$9,616$9,618▲ $2
Total Assets$1,170,281$1,176,543▲ $6,262
Liabilities
Accounts Payable and Accrued Expenses$1,999$4,500▲ $2,501
Total Liabilities$1,999$4,500▲ $2,501
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,168,282$1,172,043▲ $3,761
Total Net Assets Fund Balance$1,168,282$1,172,043▲ $3,761
Total Liabilities and Net Assets / Fund Balance$1,170,281$1,176,543▲ $6,262

Asset Categories

AssetBook ValueDepreciationBasis
Land$539,335-$539,335
Buildings$131,471$287,763$419,234
Equipment-$28,428$28,428

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,172,022$5,018--$1,177,040
2022$1,168,737$3,285--$1,172,022
2021$1,180,390---$1,180,390
2020$955,206---$955,206
2019$1,195,476---$1,195,476
Compensation and Service Providers

Board Members and Trustees

NameTitle
John WoykePresident
Jenny LakeEx-officer
Peter HerzbergInterim Head
Dan WoykeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,018
Program Service Revenue
$25,200
Investment Income
$449
Other Revenue
$0
Change in Net Assets
$3,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$15,244--$15,244
Other Expenses$7,800--$7,800
Fees for Services Accounting-$2,500-$2,500
Insurance-$1,360-$1,360
Total Functional Expenses$23,044$3,860$0$26,904
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

Decisions are subject to the approval of the board of trustees.

Form 990, Page 6, Part VI, Line 11B

Treasurer and director of finance review draft financial statements upon which the form 99o is prepared.

Form 990, Page 6, Part VI, Line 12C

President of the board will ensure that all documents are signed.

Form 990, Page 6, Part VI, Line 19

Available upon written request

Filing and Contact Details

Filer

Filer Name
The Mead School Foundation Inc
EIN
06-1584857
Phone
2035959500
Address
1095 RIVERBANK ROAD, STAMFORD, CT 06903

Signing Officer

Name
Dan Woyke
Title
Treasurer
Phone
2035959500
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Herzberg
Formed
2000
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Christensen Defruscio Allen & Co LLC
Address
40 WEST ELM STREET SUITE 1A, GREENWICH, CT 06830
Preparer
John P Christensen CPA
Phone
2038695165
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Board of trustees are volunteers.

Form 990, Page 2, Part III, Line 4D

FACULTY HOUSING

Form 990, Part XI, Line 9

Book / tax depreciation difference -2

Raw XML Appendix357 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.

Path#Value
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE MEAD SCHOOL FOR HUMAN DEVELOPMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES ARE VOLUNTEERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS ARE SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TREASURER AND DIRECTOR OF FINANCE REVIEW DRAFT FINANCIAL STATEMENTS UPON WHICH THE FORM 99O IS PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRESIDENT OF THE BOARD WILL ENSURE THAT ALL DOCUMENTS ARE SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON WRITTEN REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MEAD SCHOOL FOR HUMAN DEVELOPMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060869691
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01095 RIVERBANK ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STAMFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006903
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0true
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SALARIED EMPLOYEE HRS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1RENTAL INC, 2,100 /MONTH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2REIMBURSED EXPENSE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE MEAD SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE MEAD SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2THE MEAD SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1A
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01170281
IRS990/TotalAssetsEOYAmt01176543
IRS990/TotalAssetsGrp/BOYAmt01170281
IRS990/TotalAssetsGrp/EOYAmt01176543
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05018
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03860
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt023044
IRS990/TotalFunctionalExpensesGrp/TotalAmt026904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01999
IRS990/TotalLiabilitiesEOYAmt04500
IRS990/TotalLiabilitiesGrp/BOYAmt01999
IRS990/TotalLiabilitiesGrp/EOYAmt04500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01168282
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01172043
IRS990/TotalOtherProgSrvcExpenseAmt023044
IRS990/TotalProgramServiceExpensesAmt023044
IRS990/TotalProgramServiceRevenueAmt025200
IRS990/TotalRevenueGrp/ExclusionAmt025649
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030667
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01170281
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01176543
IRS990/TransactionWithControlEntInd0true
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01095 RIVERBANK ROAD
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006902
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MEADSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN WOYKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02035959500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MEAD SCHOOL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MEAD
ReturnHeader/Filer/EIN0061584857
ReturnHeader/Filer/PhoneNum02035959500
ReturnHeader/Filer/USAddress/AddressLine1Txt01095 RIVERBANK ROAD
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262680445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTENSEN DEFRUSCIO ALLEN & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WEST ELM STREET SUITE 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02038695165
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P CHRISTENSEN CPA
ReturnHeader/ReturnTs02025-05-15T16:31:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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