THE MEAD SCHOOL FOUNDATION INC

EIN: 061584857 501(c)(3) Education

STAMFORD, CT

Total Revenue
$30,667
Total Expenses
$26,904
Total Assets
$1,176,543
Net Assets
$1,172,043
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
CT
Principal Officer
PETER HERZBERG
Phone
2035959500
Tax Period
2023-07-01 to 2024-06-30

THE MEAD SCHOOL FOUNDATION INC, founded in 2000, is a micro nonprofit in the Education sector that reported $31K in total revenue in fiscal year 2023. Expenses of $27K left a modest 12% surplus.

Mission

SUPPORTING ORGANIZATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,018
Program Service Revenue $25,200
Investment Income $449
Other Revenue $0
TOTAL REVENUE $30,667

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $23,044
Other Expenses $26,904
TOTAL EXPENSES $26,904

Year-over-Year Comparison

2023 2022 Change
Revenue $30,667 $28,632 +0.1%
Expenses $26,904 $29,087 -0.1%
Net Income $3,763 $-455 -9.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN WOYKE TREASURER N/A
Director
$0 $0 $0
JOHN WOYKE PRESIDENT N/A
Director
$0 $0 $0
PETER HERZBERG INTERIM HEAD N/A
Officer
$0 $0 $0
JENNY LAKE EX-OFFICER N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $30,667 $26,904 $1,176,543 $3,763
2023 $28,632 $29,087 $1,170,281 $-455
2022 $25,202 $38,603 $1,394,474 $-13,401
2021 $25,200 $40,287 $1,456,151 $-15,087
2020 $26,257 $37,505 $1,573,360 $-11,248
2019 $27,850 $35,578 $1,582,904 $-7,728
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