Civic Intelligence

The Mead School Foundation Inc

990 • Fiscal year 2017 • EIN 06-1584857

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 08, 2017

1095 Riverbank RoadStamford, CT 06903

(203) 595-9500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.17x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

9.53x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-178%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.8%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.1%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,492,968

Down $75,655 (-4.8%) from 2016

Net Assets

Down

$1,241,899

Down $47,246 (-3.7%) from 2016

Liabilities

Down

$251,069

Down $28,409 (-10%) from 2016

Revenue

Up

$26,332

Up $1,031 (+4.1%) from 2016

Expenses

Down

$73,267

Down $14,520 (-17%) from 2016

Net Income

Up

-$46,935

Up $15,551 (+25%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$1,492,968
Liabilities$251,069
Net Assets$1,241,899

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$26,332
Expenses$73,267
Net Income-$46,935
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 8, 2017
Return Version
2016v3.0
Gross Receipts
$26,332
Mission and Program Overview

Mission

SUPPORTING ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$787,730$785,578▼ $2,152
Savings and Temporary Cash Investments$758,921$615,513▼ $143,408
Other Notes and Loans Receivable, Net-$87,402-
Prepaid Expenses and Deferred Charges$19,109--
Cash and Non-Interest-Bearing Accounts$2,863$4,475▲ $1,612
Total Assets$1,568,623$1,492,968▼ $75,655
Liabilities
Mortgage Notes Payable Secured by Investment Property$255,752$251,069▼ $4,683
Other Liabilities$23,726--
Total Liabilities$279,478$251,069▼ $28,409
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,369,154$1,369,154→ $0
Temporarily Rstr Net Assets$104,680$104,680→ $0
Unrestricted Net Assets$-184,689$-231,935▼ $47,246
Total Net Assets Fund Balance$1,289,145$1,241,899▼ $47,246
Total Liabilities and Net Assets / Fund Balance$1,568,623$1,492,968▼ $75,655

Asset Categories

AssetBook ValueDepreciationBasis
Land$533,570-$533,570
Buildings$238,199$181,035$419,234
Equipment$13,809$9,088$22,897

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,369,154--$47,247$1,369,154
2015$1,369,154--$62,486$1,369,154
2014$1,380,183-▼ $11,029$20,218$1,369,154
2013$1,322,652-▲ $85,100$20,284$1,380,183
2012$1,318,120-▲ $18,392$7,269$1,322,652
Compensation and Service Providers

Board Members and Trustees

NameTitle
John WoykePresident
Martha OroszDirector of
Rick RosenbloomTrustee
Rich CanningEx Officio
Stephanie WhitneyHead of Scho
David JohnsonTreasurer
Dan WoykeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,200
Investment Income
$1,132
Other Revenue
$0
Change in Net Assets
$-46,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,267
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
Fees for Services Legal-$19,109-$19,109
Depreciation Depletion$17,596--$17,596
Interest$15,321--$15,321
Fees for Services Accounting-$4,496-$4,496
Insurance-$2,442-$2,442
Office Expenses-$1,730-$1,730
Occupancy$1,035--$1,035
Other Expenses$590--$590
Total Functional Expenses$45,490$27,777$0$73,267
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
Yes
Annual disclosure for covered persons
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
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
Martha Orosz
Title
Director of Finance
Phone
2035959500
Signed
2017-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Orosz
Formed
2000
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
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 -313 rounding 2 total -311

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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt013809
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09088
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022897
IRS990ScheduleD/LandGrp/BookValueAmt0533570
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0533570
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0785578
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES ARE VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FACULTY HOUSING
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE -313 ROUNDING 2 TOTAL -311
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
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/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt125200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SALARIED EMPLOYEE HRS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1RENTAL INC, 2,100 /MONTH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE MEAD SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE MEAD SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1A
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0104680
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0104680
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01568623
IRS990/TotalAssetsEOYAmt01492968
IRS990/TotalAssetsGrp/BOYAmt01568623
IRS990/TotalAssetsGrp/EOYAmt01492968
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027777
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045490
IRS990/TotalFunctionalExpensesGrp/TotalAmt073267
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0279478
IRS990/TotalLiabilitiesEOYAmt0251069
IRS990/TotalLiabilitiesGrp/BOYAmt0279478
IRS990/TotalLiabilitiesGrp/EOYAmt0251069
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01289145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01241899
IRS990/TotalOtherProgSrvcExpenseAmt045490
IRS990/TotalOtherProgSrvcRevenueAmt025200
IRS990/TotalProgramServiceExpensesAmt045490
IRS990/TotalProgramServiceRevenueAmt025200
IRS990/TotalRevenueGrp/ExclusionAmt026332
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026332
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01568623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01492968
IRS990/TransactionWithControlEntInd0true
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-184689
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-231935
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01095 RIVERBANK ROAD
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006903
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MEADSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA OROSZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum02035959500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06E8EC3EDC36FF2470D1B29C0F469CE90217A4D49
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D462B1B422E448D2DF2153B26D72EC4F72FFD3B
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/PreparationDt02017-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P CHRISTENSEN CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2017Detailed filing. Detailed filing data is available for this year.$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