Civic Intelligence

The Stead Foundation C/O Jerre L Stead

990PF • Fiscal year 2024 • EIN 30-6022997

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 13, 2025

Organization Profile
10040 E Happy Valley Road 674Scottsdale, AZ 85255

(480) 483-1170

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-166%

Higher net margin than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-7.9%

Faster asset growth than 33% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-98%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$20,337

Down $454,861 (-96%) from 2022

Net Assets

Down

$20,337

Down $454,861 (-96%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$1,051

Down $4,027 (-79%) from 2022

Expenses

Up

$2,794

Up $1,494 (+115%) from 2022

Net Income

Down

-$1,743

Down $5,521 (-146%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2012: $4Liabilities 2012: $0Net Assets 2012: $42012Assets 2013: $4Liabilities 2013: $0Net Assets 2013: $42013Assets 2014: $4Liabilities 2014: $0Net Assets 2014: $42014Assets 2015: $4Liabilities 2015: $0Net Assets 2015: $42015Assets 2019: $470,769Liabilities 2019: $0Net Assets 2019: $470,7692019Assets 2020: $470,911Liabilities 2020: $0Net Assets 2020: $470,9112020Assets 2021: $471,420Liabilities 2021: $0Net Assets 2021: $471,4202021Assets 2022: $475,198Liabilities 2022: $0Net Assets 2022: $475,1982022Assets 2024: $20,337Liabilities 2024: $0Net Assets 2024: $20,3372024

Highlighted filing

2024

Assets$20,337
Liabilities$0
Net Assets$20,337
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0KExpenses 2012: $1,0002012Revenue 2013: $800Expenses 2013: $800Net Income 2013: $02013Revenue 2014: $1,000Expenses 2014: $1,000Net Income 2014: $02014Revenue 2015: $1,000Expenses 2015: $1,000Net Income 2015: $02015Revenue 2019: $1,426Expenses 2019: $1,300Net Income 2019: $1262019Revenue 2020: $1,445Expenses 2020: $1,303Net Income 2020: $1422020Revenue 2021: $1,812Expenses 2021: $1,303Net Income 2021: $5092021Revenue 2022: $5,078Expenses 2022: $1,300Net Income 2022: $3,7782022Revenue 2024: $1,051Expenses 2024: $2,794Net Income 2024: -$1,7432024

Highlighted filing

2024

Revenue$1,051
Expenses$2,794
Net Income-$1,743
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRE L STEADTrustee-$0--
MARY JOY STEADTrustee-$0--
JAY A STEADTrustee-$0--
JOEL A STEADTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Stead Foundation
EIN
30-6022997
Phone
4804831170
Address
10040 E HAPPY VALLEY ROAD 674, SCOTTSDALE, AZ 85255

Signing Officer

Name
Jerre L Stead
Title
President
Phone
4804831170
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
7098 E COCHISE RD STE 100, SCOTTSDALE, AZ 85253
Preparer
Kelsey L Phillips
Phone
4804831170
Raw XML Appendix277 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.

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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0468596
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0469620
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt098
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt074
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt074
TaxesSchedule/TaxesDetail/Amt0794
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRE L STEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04804831170
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEAD FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JERRE L STEAD
ReturnHeader/Filer/BusinessNameControlTxt0STEA
ReturnHeader/Filer/EIN0306022997
ReturnHeader/Filer/PhoneNum04804831170
ReturnHeader/Filer/USAddress/AddressLine1Txt010040 E HAPPY VALLEY ROAD 674
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 E COCHISE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085253
ReturnHeader/PreparerPersonGrp/PhoneNum04804831170
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELSEY L PHILLIPS
ReturnHeader/ReturnTs02025-11-17T11:36:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,337
Liabilities
$0
Net assets
$20,337
Revenue
$1,051
Expenses
$2,794
Net income
-$1,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.05$0.01$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.01$0.01$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01