Civic Intelligence

Mead Family Foundation

EIN 52-1646030 • Bethesda, MD

4801 Hampden Lane 106Bethesda, MD 20814
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

1st percentile

-371%

Higher net margin than 1% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,298,803

Down $4,223,076 (-21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,298,803

Down $4,223,076 (-21%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$1,139,815

Down $1,188,506 (-51%) from 2023

Expenses

Up

$5,362,891

Up $2,500,250 (+87%) from 2023

Net Income

Down

-$4,223,076

Down $3,688,756 (-690%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$30M$20M$10M$0Assets 2011: $15,463,571Liabilities 2011: $02011Assets 2012: $16,910,161Liabilities 2012: $02012Assets 2013: $18,683,036Liabilities 2013: $7,527Net Assets 2013: $18,675,5092013Assets 2014: $19,219,497Liabilities 2014: $11,861Net Assets 2014: $19,207,6362014Assets 2015: $19,964,962Liabilities 2015: $18,748Net Assets 2015: $19,946,2142015Assets 2016: $21,418,566Liabilities 2016: $43,305Net Assets 2016: $21,375,2612016Assets 2017: $22,905,076Liabilities 2017: $9,379Net Assets 2017: $22,895,6972017Assets 2019: $22,646,349Liabilities 2019: $0Net Assets 2019: $22,646,3492019Assets 2020: $21,807,786Liabilities 2020: $0Net Assets 2020: $21,807,7862020Assets 2021: $22,017,063Liabilities 2021: $0Net Assets 2021: $22,017,0632021Assets 2022: $21,056,199Liabilities 2022: $0Net Assets 2022: $21,056,1992022Assets 2023: $20,521,879Liabilities 2023: $0Net Assets 2023: $20,521,8792023Assets 2024: $16,298,803Liabilities 2024: $0Net Assets 2024: $16,298,8032024

Highlighted filing

2024

Assets$16,298,803
Liabilities$0
Net Assets$16,298,803
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $631,899Expenses 2011: $961,532Net Income 2011: -$329,6332011Revenue 2012: $2,456,070Expenses 2012: $1,006,221Net Income 2012: $1,449,8492012Revenue 2013: $2,758,081Expenses 2013: $992,687Net Income 2013: $1,765,3942013Revenue 2014: $1,628,799Expenses 2014: $1,100,389Net Income 2014: $528,4102014Revenue 2015: $2,003,119Expenses 2015: $1,262,049Net Income 2015: $741,0702015Revenue 2016: $2,796,221Expenses 2016: $1,369,265Net Income 2016: $1,426,9562016Revenue 2017: $3,345,524Expenses 2017: $1,374,646Net Income 2017: $1,970,8782017Revenue 2019: $1,068,784Expenses 2019: $1,400,824Net Income 2019: -$332,0402019Revenue 2020: $925,687Expenses 2020: $1,764,250Net Income 2020: -$838,5632020Revenue 2021: $1,942,314Expenses 2021: $1,733,037Net Income 2021: $209,2772021Revenue 2022: $672,747Expenses 2022: $1,633,611Net Income 2022: -$960,8642022Revenue 2023: $2,328,321Expenses 2023: $2,862,641Net Income 2023: -$534,3202023Revenue 2024: $1,139,815Expenses 2024: $5,362,891Net Income 2024: -$4,223,0762024

Highlighted filing

2024

Revenue$1,139,815
Expenses$5,362,891
Net Income-$4,223,076
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,298,803
Liabilities
$0
Net assets
$16,298,803
Revenue
$1,139,815
Expenses
$5,362,891
Net income
-$4,223,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.14$5.36$4.22
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$2.33$2.86$0.53
2022Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.67$1.63$0.96
2021Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$1.94$1.73$0.21
2020Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$0.93$1.76$0.84
2019Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.07$1.40$0.33
2017Detailed filing. Detailed filing data is available for this year.$22.9$0.01$22.9$3.35$1.37$1.97
2016Detailed filing. Detailed filing data is available for this year.$21.4$0.04$21.4$2.80$1.37$1.43
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.02$19.9$2.00$1.26$0.74
2014Detailed filing. Detailed filing data is available for this year.$19.2$0.01$19.2$1.63$1.10$0.53
2013Detailed filing. Detailed filing data is available for this year.$18.7$0.01$18.7$2.76$0.99$1.77
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$2.46$1.01$1.45
2011Summary only. Only limited summary data is available for this year.$15.5$0.00$0.63$0.96$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH MEADPresident-$0--
WILLIAM TUEGELVice-President, Secretary-$0--
STEPHEN MEADTreasurer-$0--
DIANA MEADDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mead Family Foundation
EIN
52-1646030
Phone
3017614433
Address
4801 HAMPDEN LANE 106, BETHESDA, MD 20814

Signing Officer

Name
Elizabeth Mead
Title
President
Phone
3017614433
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Scott Brown
Phone
9082726200
Raw XML AppendixShowing 400 of 1,414 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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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0382561
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3418000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411255
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt618641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt743047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt818020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt952632
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1717810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1813103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1914863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2017250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2116949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2217095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2313728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2428410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2513793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2620486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2716251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2819734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2922976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3023922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3118888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3234060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3360275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt348861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3518429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3616362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37117765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38502128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39257899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40215849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4118
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42494137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43314159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44320629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45607862
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46481516
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47738720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48300120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49413367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CALAMOS MARKET NEUTRAL INCOME (CMNIX) 20,602.490 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CLIFFWATER CORPORATE LENDING I (CCLFX) 32,670.795 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DIAMOND HILL SHORT DUR SEC BD (DHEIX) 69,918.603 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DODGE & COX INCOME I (DODIX) 33,546.549 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FHLMC G05965 4.500% DUE 8/1/40 149,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FHLMC QA8185 3.000% DUE 3/1/50 34,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FHLMC RA3175 3.000% DUE 7/1/50 34,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FHLMC RA9270 5.500% DUE 6/1/53 50,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FHLMC SD1015 4.500% DUE 5/1/48 24,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FHLMC SD7514 3.500% DUE 4/1/50 178,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FHLMC ZL9628 4.000% DUE 12/1/44 106,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FHLMC ZS3665 4.500% DUE 10/1/41 183,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FHLMC ZS9580 3.500% DUE 12/1/45 105,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FHLMC ZT0542 4.000% DUE 7/1/48 72,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FNMA PL AL7046 3.500% DUE 6/1/45 58,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FNMA PL AV7104 4.000% DUE 3/1/44 17,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FNMA PL BM3562 4.500% DUE 2/1/48 80,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FNMA PL BM5508 5.000% DUE 2/1/49 68,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FNMA PL CA0995 3.500% DUE 1/1/48 37,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FNMA PL CA1560 4.500% DUE 4/1/48 80,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FNMA PL CA3664 4.000% DUE 6/1/49 54,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21FNMA PL CA4119 4.000% DUE 9/1/49 56,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22FNMA PL CA4182 4.500% DUE 9/1/49 59,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FNMA PL CB2899 3.000% DUE 2/1/52 21,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24FNMA PL CB3596 3.500% DUE 5/1/52 39,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25FNMA PL FM1104 3.500% DUE 5/1/49 43,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26FNMA PL FM5768 4.000% DUE 11/1/44 40,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27FNMA PL FM7323 5.000% DUE 7/1/47 28,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28FNMA PL FM7680 3.500% DUE 2/1/51 33,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29FNMA PL FM9679 4.500% DUE 9/1/46 34,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30FNMA PL FS1125 3.500% DUE 7/1/50 35,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31FNMA PL FS1891 4.000% DUE 1/1/50 26,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32FNMA PL FS2050 4.000% DUE 2/1/51 48,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33FNMA PL FS2931 2.000% DUE 3/1/37 88,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34FNMA PL FS2996 5.000% DUE 7/1/47 11,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35FNMA PL FS7160 6.500% DUE 2/1/54 19,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36FNMA PL MA5072 5.500% DUE 7/1/53 19,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37GATEWAY Y (GTEYX) 4,828.303 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38ISHARES CORE S&P MID CAP (IJH) 13,521.819 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39ISHARES GLOBAL (IGF) 7,162.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40ISHARES RUSSELL 2000 (IWM) 3,052.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41LEHMAN BROTHERS 4.375% DUE 11/30/10 12,000.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42OSTERWEIS STRATEGIC INCOME (OSTIX) 47,635.352 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43POLEN GROWTH INSTITUTIONAL (POLIX) 8,739.264 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SCHWAB US DIVIDEND (SCHD) 14,625.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VANGUARD FTSE DEVELOPED (VEA) 14,385.599 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VANGUARD FTSE EMERGING (VWO) 9,269.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47VANGUARD S&P 500 ETF (VOO) 4,815.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48VANGUARD SHORT INF PROT (VTIP) 6,329.000 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49WASATCH INTL GROWTH INSTL (WIIGX) 14,489.948 QTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0307596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1346964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2695690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3415306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49981
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt515444
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt615097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt742075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt816300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt949041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1017231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1110840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1220220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1316450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1616454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1715855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1811184
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1912889
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38842545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39374358

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