Civic Intelligence

Norwalk Education Foundation Inc.

990 • Fiscal year 2018 • EIN 06-1498087

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 31, 2019

125 East Avenue Third FloorNorwalk, CT 06851

(203) 854-4068

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$20,510

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$190,633

Up $41,324 (+28%) from 2017

Net Assets

Up

$160,633

Up $13,315 (+9.0%) from 2017

Liabilities

Up

$30,000

Up $28,009 (+1407%) from 2017

Revenue

Down

$77,470

Down $43,562 (-36%) from 2017

Expenses

Down

$64,155

Down $4,912 (-7.1%) from 2017

Net Income

Down

$13,315

Down $38,650 (-74%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $164,765Liabilities 2011: $96,099Net Assets 2011: $68,6662011Assets 2012: $110,558Liabilities 2012: $52,045Net Assets 2012: $58,5132012Assets 2013: $74,538Liabilities 2013: $25,3612013Assets 2014: $40,643Liabilities 2014: $7,1092014Assets 2015: $100,046Liabilities 2015: $7,118Net Assets 2015: $92,9282015Assets 2017: $149,309Liabilities 2017: $1,991Net Assets 2017: $147,3182017Assets 2018: $190,633Liabilities 2018: $30,000Net Assets 2018: $160,6332018Assets 2019: $188,911Liabilities 2019: $30,048Net Assets 2019: $158,8632019Assets 2020: $180,277Liabilities 2020: $0Net Assets 2020: $180,2772020Assets 2021: $168,072Liabilities 2021: $1,015Net Assets 2021: $167,0572021Assets 2022: $214,100Liabilities 2022: $1,039Net Assets 2022: $213,0612022Assets 2023: $171,970Liabilities 2023: $56Net Assets 2023: $171,9142023Assets 2024: $190,586Liabilities 2024: $1,253Net Assets 2024: $189,3332024Assets 2025: $217,991Liabilities 2025: $4,633Net Assets 2025: $213,3582025

Highlighted filing

2018

Assets$190,633
Liabilities$30,000
Net Assets$160,633

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $336,866Expenses 2011: $394,050Net Income 2011: -$57,1842011Revenue 2012: $285,270Expenses 2012: $295,423Net Income 2012: -$10,1532012Revenue 2013: $126,043Expenses 2013: $135,379Net Income 2013: -$9,3362013Revenue 2014: $123,317Expenses 2014: $147,323Net Income 2014: -$24,0062014Revenue 2015: $196,630Expenses 2015: $137,236Net Income 2015: $59,3942015Revenue 2017: $121,032Expenses 2017: $69,067Net Income 2017: $51,9652017Revenue 2018: $77,470Expenses 2018: $64,155Net Income 2018: $13,3152018Revenue 2019: $71,877Expenses 2019: $73,647Net Income 2019: -$1,7702019Revenue 2020: $58,730Expenses 2020: $37,316Net Income 2020: $21,4142020Revenue 2021: $23,466Expenses 2021: $36,686Net Income 2021: -$13,2202021Revenue 2022: $79,330Expenses 2022: $33,326Net Income 2022: $46,0042022Revenue 2023: $14,361Expenses 2023: $55,508Net Income 2023: -$41,1472023Revenue 2024: $65,487Expenses 2024: $48,067Net Income 2024: $17,4202024Revenue 2025: $57,986Expenses 2025: $33,961Net Income 2025: $24,0252025

Highlighted filing

2018

Revenue$77,470
Expenses$64,155
Net Income$13,315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 31, 2019
Return Version
2017v2.3
Gross Receipts
$83,929
Mission and Program Overview

Mission

The norwalk education foundation's mission is to provide support for whole student learning experiences and enrich teaching practices. This is accomplished by collaborating with community partners to fund programs that enhance student learning, promote student well-being, and expand teacher resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,939$190,263▲ $41,324
Prepaid Expenses and Deferred Charges$370$370→ $0
Total Assets$149,309$190,633▲ $41,324
Liabilities
Escrow Account Liability-$30,000-
Accounts Payable and Accrued Expenses$1,991--
Total Liabilities$1,991$30,000▲ $28,009
Net Assets / Fund Balance
Unrestricted Net Assets$131,919$148,206▲ $16,287
Temporarily Rstr Net Assets$15,399$12,427▼ $2,972
Total Net Assets Fund Balance$147,318$160,633▲ $13,315
Total Liabilities and Net Assets / Fund Balance$149,309$190,633▲ $41,324

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,346$5,346
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Margaret CostaInt. Exec. DPT$20,510$20,510

Board Members and Trustees

NameTitle
Elizabeth ReidChair
Barbara CaferoDirector
Carol MarinaccioDirector
Kathryn DekempaDirector
Nabil ValenciaDirector
Roz MccarthyDirector
Sandy BriaDirector
Kelley HeffferanCo-treasurer
Linda DunsmoreCo-treasurer
Ralph ValenzisiNps Represen
Terry WilliamsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$52,910
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$24,560
All Other Contributions
$52,910
Change in Net Assets
$13,315

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,470
Revenue Not Reported on Form 990
$2,790
Total Revenue per Audited Statements
$80,260
Total Revenue per Form 990
$77,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,055
Total Fundraising Expense$9,127
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$7,938$8,057$7,683$23,678
Fees for Services Accounting-$8,040-$8,040
Information Technology-$1,444$1,444$2,888
Insurance-$2,712-$2,712
Office Expenses-$1,364-$1,364
Grants to Domestic Orgs$100--$100
Fees for Services Legal-$50-$50
Other Expenses$24,464$10-$10
Total Functional Expenses$32,502$22,526$9,127$64,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$66,945
Expenses per Audited Statements$64,155
Total Expenses per Form 990$64,155
Expenses Not Reported on Form 990$2,790
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,239
Fundraising Direct Expenses$6,459
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste for Educa$16,052$16,052-$16,052
Excellence in E$11,002$11,002$6,459$4,543
Total Events$27,054$27,054$6,459$20,595
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is provided to all members of the board of directors to review and comment on prior to filing the return.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is provided at a yearly board meeting for review and is included in new board member's board of directors manuals.

Form 990, Page 6, Part VI, Line 15A

The executive officers of the board of directors provide a yearly review by rating performance of job duties and providing suggestions for improvement.

Form 990, Page 6, Part VI, Line 19

Nef makes its governing documents, conflict of interest policy and financial statements available to the public upon written or verbal request.

Filing and Contact Details

Filer

Filer Name
Norwalk Education Foundation Inc
EIN
06-1498087
Phone
2038544068
Address
125 EAST AVENUE THIRD FLOOR, NORWALK, CT 06851

Signing Officer

Name
Margaret Costa
Title
Int. Exec. Director
Phone
2038589822
Signed
2019-01-31

Organization Details

Principal Officer
Margaret Costa
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
15

Preparer

Firm
Bregman & Company Pc
Address
350 BEDFORD STREET 2ND FLOOR, STAMFORD, CT 06901
Preparer
Eliot M Bassin
Phone
2033254155
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The norwalk education foundation's mission is to provide support for whole student learning experiences and enrich teaching practices. This is accomplished by collaborating with community partners to fund programs that enhance student learning, promote student well-being, and expand teacher resources.

Form 990, Page 2, Part III, Line 4D

College readiness - college readiness programs help prepare norwalk public school students for college success through mentoring, sat preparation, college planning and assistance with college essay writting. Community outreach - this category includes other education advocacy costs and partnership programs.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The organization acts as a fiduciary for norwalk public schools. The organization collects contributions on their behalf and makes disbursements as directed.

Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01991
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE NORWALK EDUCATION FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR WHOLE STUDENT LEARNING EXPERIENCES AND ENRICH TEACHING PRACTICES. THIS IS ACCOMPLISHED BY COLLABORATING WITH COMMUNITY PARTNERS TO FUND PROGRAMS THAT ENHANCE STUDENT LEARNING, PROMOTE STUDENT WELL-BEING, AND EXPAND TEACHER RESOURCES.
IRS990/AllOtherContributionsAmt052910
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARGARET COSTA
IRS990/BooksInCareOfDetail/PhoneNum02038589882
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0125 EAST AVENUE THIRD FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORWALK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006851
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0148939
IRS990/CashNonInterestBearingGrp/EOYAmt0190263
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt052910
IRS990/CYGrantsAndSimilarPaidAmt0100
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt064055
IRS990/CYOtherRevenueAmt024560
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt013315
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt064155
IRS990/CYTotalFundraisingExpenseAmt09127
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt077470
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CLASSROOM GRANTS FOR EXCELLENCE - EACH YEAR, NEF AWARDS GRANTS FOR PROPOSALS IN ALL SUBJECT AREAS THAT FOSTER, AMONG OTHER CRITERIA, OVERALL VALUE AND CREATIVITY, COLLABORATING AMONG GRADES, CLASSES AND CULTURES, PARTNERSHIPS WITH PARENTS AND THE COMMUNITY, MEETING CURRICULUM OBJECTIVES, IMPROVING OPPORTUNITY AND ACHIVEMENT, A CLEARLY DEFINED EVALUATION PROCESS, LONG TERM SUSTAINABILITY, AND REPLICATION POTENTIAL FOR OTHER SCHOOLS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/EOYAmt030000
IRS990/ExpenseAmt016013
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08040
IRS990/FeesForServicesAccountingGrp/TotalAmt08040
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt050
IRS990/FeesForServicesLegalGrp/TotalAmt050
IRS990/FeesForServicesManagementGrp/FundraisingAmt07683
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08057
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt07938
IRS990/FeesForServicesManagementGrp/TotalAmt023678
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH REID
IRS990/Form990PartVIISectionAGrp/PersonNm1KELLEY HEFFFERAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA DUNSMORE
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN DEKEMPA
IRS990/Form990PartVIISectionAGrp/PersonNm5ROZ MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm6NABIL VALENCIA
IRS990/Form990PartVIISectionAGrp/PersonNm7RALPH VALENZISI
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA CAFERO
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROL MARINACCIO
IRS990/Form990PartVIISectionAGrp/PersonNm10SANDY BRIA
IRS990/Form990PartVIISectionAGrp/PersonNm11MARGARET COSTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1120510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7NPS REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11INT. EXEC. D
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt06459
IRS990/FundraisingGrossIncomeAmt030239
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt083929
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01444
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01444
IRS990/InformationTechnologyGrp/TotalAmt02888
IRS990/InsuranceGrp/ManagementAndGeneralAmt02712
IRS990/InsuranceGrp/TotalAmt02712
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05346
IRS990/LandBldgEquipCostOrOtherBssAmt05346
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE NORWALK EDUCATION FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR WHOLE STUDENT LEARNING EXPERIENCES AND ENRICH TEACHING PRACTICES. THIS IS ACCOMPLISHED BY COLLABORATING WITH COMMUNITY PARTNERS TO FUND PROGRAMS THAT ENHANCE STUDENT LEARNING, PROMOTE STUDENT WELL-BEING, AND EXPAND TEACHER RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0147318
IRS990/NetAssetsOrFundBalancesEOYAmt0160633
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023780
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01364
IRS990/OfficeExpensesGrp/TotalAmt01364
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc1MEETING EXPENSES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS & DUES
IRS990/OtherExpensesGrp/Desc3BANKING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0436
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1413
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210
IRS990/OtherExpensesGrp/ProgramServicesAmt024464
IRS990/OtherExpensesGrp/TotalAmt024464
IRS990/OtherExpensesGrp/TotalAmt1436
IRS990/OtherExpensesGrp/TotalAmt2413
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0780
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0780
IRS990/OtherRevenueTotalAmt0780
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0370
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0370
IRS990/PrincipalOfficerNm0MARGARET COSTA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EXCELLENCE IN EDUCATION AWARDS - THE EXCELLENCE IN EDUCATION AWARDS WERE LAUNCHED DURING FISCAL YEAR 2017. THE PROGRAM RECOGNIZES TEACHERS FROM NORWALK PUBLIC SCHOOLS FOR THEIR EXCELLENCE THROUGHOUT THE SCHOOL YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03226
IRS990/ProgSrvcAccomActy3Grp/Desc0STUDENT LEARNING & WELL BEING - STUDENT LEARNING & WELL-BEING FOCUSES ON THE OVERALL WELLNESS OF THE STUDENTS BY PROVIDING ACTIVITIES FOCUSED ON THE MENTAL HEALTH AND FITNESS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07609
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COLLEGE READINESS - COLLEGE READINESS PROGRAMS HELP PREPARE NORWALK PUBLIC SCHOOL STUDENTS FOR COLLEGE SUCCESS THROUGH MENTORING, SAT PREPARATION, COLLEGE PLANNING AND ASSISTANCE WITH COLLEGE ESSAY WRITTING. COMMUNITY OUTREACH - THIS CATEGORY INCLUDES OTHER EDUCATION ADVOCACY COSTS AND PARTNERSHIP PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt05654
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0100
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt057345
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt069067
IRS990/PYOtherRevenueAmt063687
IRS990/PYRevenuesLessExpensesAmt051965
IRS990/PYTotalExpensesAmt069067
IRS990/PYTotalRevenueAmt0121032
IRS990/ReconcilationRevenueExpnssAmt013315
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0146448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0104370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0443323
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt02790
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt02790
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt02790
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt02790
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt07440
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt018600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0131428
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0780
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01126
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt04053
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04580
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt010539
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69950
IRS990ScheduleA/PublicSupportPY509Pct00.61520
IRS990ScheduleA/PublicSupportTotal509Amt0422410
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt027500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt081480
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt042500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0181480
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt027500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt081480
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt042500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0181480
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0140260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0153818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115891
IRS990ScheduleA/Total509Grp/TotalAmt0603890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0140260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0153818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115914
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0603913
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt02790
IRS990ScheduleD/DonatedServicesUseFcltsAmt02790
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05346
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05346
IRS990ScheduleD/ExpensesNotReportedAmt02790
IRS990ScheduleD/ExpensesSubtotalAmt064155
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/RevenueNotReportedAmt02790
IRS990ScheduleD/RevenueSubtotalAmt077470
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACTS AS A FIDUCIARY FOR NORWALK PUBLIC SCHOOLS. THE ORGANIZATION COLLECTS CONTRIBUTIONS ON THEIR BEHALF AND MAKES DISBURSEMENTS AS DIRECTED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalExpensesPerForm990Amt064155
IRS990ScheduleD/TotalRevenuePerForm990Amt077470
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080260
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt066945
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06459
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TASTE FOR EDUCA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EXCELLENCE IN E
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011002
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027054
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020595
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06459
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06459
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NORWALK EDUCATION FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR WHOLE STUDENT LEARNING EXPERIENCES AND ENRICH TEACHING PRACTICES. THIS IS ACCOMPLISHED BY COLLABORATING WITH COMMUNITY PARTNERS TO FUND PROGRAMS THAT ENHANCE STUDENT LEARNING, PROMOTE STUDENT WELL-BEING, AND EXPAND TEACHER RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE READINESS - COLLEGE READINESS PROGRAMS HELP PREPARE NORWALK PUBLIC SCHOOL STUDENTS FOR COLLEGE SUCCESS THROUGH MENTORING, SAT PREPARATION, COLLEGE PLANNING AND ASSISTANCE WITH COLLEGE ESSAY WRITTING. COMMUNITY OUTREACH - THIS CATEGORY INCLUDES OTHER EDUCATION ADVOCACY COSTS AND PARTNERSHIP PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW AND COMMENT ON PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS PROVIDED AT A YEARLY BOARD MEETING FOR REVIEW AND IS INCLUDED IN NEW BOARD MEMBER'S BOARD OF DIRECTORS MANUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE OFFICERS OF THE BOARD OF DIRECTORS PROVIDE A YEARLY REVIEW BY RATING PERFORMANCE OF JOB DUTIES AND PROVIDING SUGGESTIONS FOR IMPROVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEF MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN OR VERBAL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015399
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012427
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0149309
IRS990/TotalAssetsEOYAmt0190633
IRS990/TotalAssetsGrp/BOYAmt0149309
IRS990/TotalAssetsGrp/EOYAmt0190633
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt052910
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09127
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022526
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032502
IRS990/TotalFunctionalExpensesGrp/TotalAmt064155
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01991
IRS990/TotalLiabilitiesEOYAmt030000
IRS990/TotalLiabilitiesGrp/BOYAmt01991
IRS990/TotalLiabilitiesGrp/EOYAmt030000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147318
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0160633
IRS990/TotalOtherProgSrvcExpenseAmt05654
IRS990/TotalOtherProgSrvcGrantAmt0100
IRS990/TotalProgramServiceExpensesAmt032502
IRS990/TotalReportableCompFromOrgAmt020510
IRS990/TotalRevenueGrp/ExclusionAmt0780
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077470
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0149309
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0190633
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0131919
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0148206
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0125 EAST AVENUE THIRD FLOOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.18$0.05$2.13$0.58$0.34$0.24
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.89$0.65$0.48$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.14$0.56$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.01$2.13$0.79$0.33$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.01$1.67$0.23$0.37$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.59$0.37$0.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.30$1.59$0.72$0.74$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.30$1.61$0.77$0.64$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.02$1.47$1.21$0.69$0.52
2015Summary only. Only limited summary data is available for this year.$1.00$0.07$0.93$1.97$1.37$0.59
2014Summary only. Only limited summary data is available for this year.$0.41$0.07$1.23$1.47$0.24
2013Summary only. Only limited summary data is available for this year.$0.75$0.25$1.26$1.35$0.09
2012Summary only. Only limited summary data is available for this year.$1.11$0.52$0.59$2.85$2.95$0.10
2011Summary only. Only limited summary data is available for this year.$1.65$0.96$0.69$3.37$3.94$0.57
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits