Civic Intelligence

Stoneridge Community Foundation

990PF • Fiscal year 2022 • EIN 81-2116332

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 27, 2023

10611 N Hayden Rd D105Scottsdale, AZ 85260

(480) 421-6700

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

4th percentile

-39%

Faster asset growth than 4% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$6,440

Down $4,161 (-39%) from 2021

Net Assets

Down

$6,440

Down $3,161 (-33%) from 2021

Liabilities

Down

$0

Down $1,000 (-100%) from 2021

Revenue

Up

$549,737

Up $549,737 from 2021

Expenses

Up

$552,898

Up $552,898 from 2021

Net Income

Down

-$3,161

Down $3,161 from 2021

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2019: $10,591Liabilities 2019: $9902019Assets 2020: $10,601Liabilities 2020: $1,000Net Assets 2020: $9,6012020Assets 2021: $10,601Liabilities 2021: $1,000Net Assets 2021: $9,6012021Assets 2022: $6,440Liabilities 2022: $0Net Assets 2022: $6,4402022Assets 2023: $1,177Liabilities 2023: $0Net Assets 2023: $1,1772023Assets 2024: $1,567Liabilities 2024: $0Net Assets 2024: $1,5672024

Highlighted filing

2022

Assets$6,440
Liabilities$0
Net Assets$6,440

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $549,737Expenses 2022: $552,898Net Income 2022: -$3,1612022Revenue 2023: $203,126Expenses 2023: $208,389Net Income 2023: -$5,2632023Revenue 2024: $85,390Expenses 2024: $85,000Net Income 2024: $3902024

Highlighted filing

2022

Revenue$549,737
Expenses$552,898
Net Income-$3,161
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 27, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN LOWEPresident-$0--
CASSIE LOWE STALTERTreasurer-$0--
MEGAN LOWE HEDSTROMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Terra Foundation
EIN
81-2116332
Phone
4804216700
Address
10611 N HAYDEN RD D105, SCOTTSDALE, AZ 85260

Signing Officer

Name
Megan Hedstrom
Title
Director
Phone
4804216700
Signed
2023-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Villanueva & Company Pc
Address
3707 N 7TH ST STE 125, PHOENIX, AZ 85014
Preparer
Robert W Wyndelts
Phone
6022359414
Raw XML Appendix361 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE TERRA FOUNDATION HOSTS AN ANNUAL "SUPER KIDS FESTIVAL" THAT REQUIRES PAYMENTS OF DEPOSITS AND OTHER UP-FRONT COSTS PRIOR TO THE SUMMER EVENT. THE CASH ON HAND IS NECESSARY TO CARRY OUT THE CHARITABLE ACTIVITIES OF THE FOUNDATION.
DistributionFromCorpusElection/ElectionDesc0FOUNDATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2)TO TREAT 2022 DISTRIBUTIONS AS BEING MADE OUT OF CORPUS OF THE FOUNDATION. THE TERRA FOUNDATION RECEIVED $498,898 IN PUBLIC DONATIONS IN 2022 AND MADE QUALIFIYING DISTRIBUTIONS UNDER REG 1.170-A-9(H)(1)(I)OF $550,000.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ERIN LOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CASSIE LOWE STALTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MEGAN LOWE HEDSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE TERRA FOUNDATION PARTNERING WITH FORE THE KIDS, ANOTHER AZ NON-PROFIT, HELD THE INAUGURAL "SUPER KIDS FESTIVAL" IN 2022. THIS COMMUNITY EVENT FOCUSED ON RAISING AWARENESS AND SUPPORT FOR KIF1A ASSOCIATED NEUROLOGICAL DISORDER AND OTHER RARE CHILDHOOD DISORDERS.
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE TERRA FOUNDATION
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TJ & KM HOLDING LP
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WILLIAM & ANN GRACE CHARITABLE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2VEDURA RESIDENTIAL OPERATING LLC
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorNum89
IRS990ScheduleB/ContributorInformationGrp/ContributorNum910
IRS990ScheduleB/ContributorInformationGrp/ContributorNum1011
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA AND HOWARD GRACE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1TODD AND SARAH DAVIS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2MARK AND KAREN HEDSTROM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3DAVID AND ALLYSON BECKHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4PETER AX
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5TIM BELL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm6STEVEN ORTEGA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm7BRADLEY PARKER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010611 N HAYDEN RD SUITE D105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16925 E INDIAN SCHOOL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt25188 E CALLE DEL NORTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt36720 N SCOTTSDALE RD SUITE 109
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4621 SUNSHINE PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt521 BOULDER VIEW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt66521 E BAR Z LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt77033 E GREENWAY PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt85 VERANDA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt97825 N CALLE CABALLEROS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt10140 RACE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SCOTTSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SCOTTSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2PHOENIX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SCOTTSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4CHANDLER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5IRVINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6PARADISE VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7SCOTTSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm8NEWPORT COAST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm9PARADISE VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm10DENVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd8CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd9AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd10CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085260
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd185251
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd285018
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd385253
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd485248
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd592603
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd685253
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd785254
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd892657
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd985253
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1080206
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd7X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd8X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd9X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd10X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0381000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt45000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt510000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt65000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt75000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt85000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt95000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt105000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK & CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02898
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt050838
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt050838
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0TJ & KM HOLDING LP
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt010611 N HAYDEN RD SUITE D105
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SCOTTSDALE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd085260
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN HEDSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04804216700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TERRA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0812116332
ReturnHeader/Filer/PhoneNum04804216700
ReturnHeader/Filer/USAddress/AddressLine1Txt010611 N HAYDEN RD D105
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860737675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VILLANUEVA & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03707 N 7TH ST STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085014
ReturnHeader/PreparerPersonGrp/PhoneNum06022359414
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W WYNDELTS
ReturnHeader/ReturnTs02023-09-27T19:30:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEDSTROM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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