Civic Intelligence

Education Foundation of Wauwatosa Inc

EIN 39-1701838 • 501(c)3 • Wauwatosa, WI

Profile

The efw is a non-profit organization created in 1990 to raise funds to give back to the wauwatosa schools in the form of grants in order for teachers or schools to offer students an opportunity to enhance their education that might otherwise not have been possible due to school budgetary constraints.

PO Box 13022Wauwatosa, WI 53213

tosaefw.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$12,845

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$996,854

Up $68,680 (+7.4%) from 2023

Liabilities

Down

$84

Down $64 (-43%) from 2023

Net Assets

Up

$996,770

Up $68,744 (+7.4%) from 2023

Revenue

Up

$124,292

Up $24,855 (+25%) from 2023

Expenses

Down

$87,565

Down $18,390 (-17%) from 2023

Net Income

Up

$36,727

Up $43,245 (+663%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $776,786Liabilities 2016: $0Net Assets 2016: $776,7862016Assets 2017: $884,823Liabilities 2017: $0Net Assets 2017: $884,8232017Assets 2018: $822,836Liabilities 2018: $0Net Assets 2018: $822,8362018Assets 2019: $958,894Liabilities 2019: $5Net Assets 2019: $958,8892019Assets 2020: $1,026,368Liabilities 2020: $2,721Net Assets 2020: $1,023,6472020Assets 2021: $1,058,990Liabilities 2021: $0Net Assets 2021: $1,058,9902021Assets 2022: $855,680Liabilities 2022: $114Net Assets 2022: $855,5662022Assets 2023: $928,174Liabilities 2023: $148Net Assets 2023: $928,0262023Assets 2024: $996,854Liabilities 2024: $84Net Assets 2024: $996,7702024

Highlighted filing

2024

Assets$996,854
Liabilities$84
Net Assets$996,770

Operations Trend

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

$200K$100K$0-$100KRevenue 2016: $82,732Expenses 2016: $66,986Net Income 2016: $15,7462016Revenue 2017: $139,851Expenses 2017: $66,646Net Income 2017: $73,2052017Revenue 2018: $105,728Expenses 2018: $91,164Net Income 2018: $14,5642018Revenue 2019: $94,918Expenses 2019: $88,870Net Income 2019: $6,0482019Revenue 2020: $192,460Expenses 2020: $117,514Net Income 2020: $74,9462020Revenue 2021: $107,293Expenses 2021: $123,970Net Income 2021: -$16,6772021Revenue 2022: $62,232Expenses 2022: $102,709Net Income 2022: -$40,4772022Revenue 2023: $99,437Expenses 2023: $105,955Net Income 2023: -$6,5182023Revenue 2024: $124,292Expenses 2024: $87,565Net Income 2024: $36,7272024

Highlighted filing

2024

Revenue$124,292
Expenses$87,565
Net Income$36,727

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.1
Gross Receipts
$226,186
Mission and Program Overview

Mission

The efw is a non-profit organization created in 1990 to raise funds to give back to the wauwatosa schools in the form of grants in order for teachers or schools to offer students an opportunity to enhance their education that might otherwise not have been possible due to school budgetary constraints.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$867,597$947,571▲ $79,974
Savings and Temporary Cash Investments$32,711$49,283▲ $16,572
Cash and Non-Interest-Bearing Accounts$27,866--
Total Assets$928,174$996,854▲ $68,680
Liabilities
Accounts Payable and Accrued Expenses$148$84▼ $64
Total Liabilities$148$84▼ $64
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$928,026$996,770▲ $68,744
Total Net Assets Fund Balance$928,026$996,770▲ $68,744
Total Liabilities and Net Assets / Fund Balance$928,174$996,854▲ $68,680
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kristin FlierlExecutive DirectorPT$12,845$12,845

Board Members and Trustees

NameTitle
Jackie CostaPresident
Georgia TiceCo-vice President
Renee Logee-henserskyCo-vice President
Daniella BarrBoard Member
Elizabeth NeupauerBoard Member
Kristin PelotBoard Member
Lindsay AtkinsonBoard Member
Liz Woo MccabeBoard Member
Matt SochorBoard Member
Megan OlsonBoard Member
Scott ShelnuttBoard Member
Shawn CissellBoard Member
Karri TaitSecretary
Scott MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,946
Program Service Revenue
$518
Investment Income
$60,344
Other Revenue
$-33,516
All Other Contributions
$49,146
Change in Net Assets
$36,727

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table188$33,516Fair Market Value
Total Noncash Contributions188$33,516-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,955
Salaries, Compensation, and Employee Benefits$12,845
Other Expenses$8,765
Total Fundraising Expense$450
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,955--$65,955
Current Officers, Directors, Trustees, and Key Employees-$12,845-$12,845
Office Expenses-$4,596-$4,596
Advertising-$1,090$450$1,540
Insurance-$1,460-$1,460
Other Expenses$461$43-$43
Total Functional Expenses$66,933$20,182$450$87,565
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of WauwatosaWauwatosa, WI170(c)(1)To Help Fund Programs Which Offer Students an Opportunity to Enhance Their Education That Might Otherwise Not Have Been Possible Due to School Budgetary Constraints.$65,955
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,068
Fundraising Gross Income$24,552
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black White Gala$72,352$24,552$3,058$21,494
Other Events----
Total Events$72,352$24,552$58,068$-33,516
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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, Part VI, Section B, Line 11B

A copy of the 990 was provided to board members to review and approve prior to filing.

Form 990, Part VI, Section C, Line 19

The organization provides viewing of the governing documents and financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Education Foundation of Wauwatosa Inc
EIN
39-1701838
Phone
4149394117
Address
PO BOX 13022, WAUWATOSA, WI 53213

Signing Officer

Name
Georgia Tice
Title
Current Treasurer
Phone
4149394117
Signed
2025-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackie Costa
Formed
1990
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
25

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Brad M Voght
Phone
4142717800
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt074314
IRS990/PYInvestmentIncomeAmt028970
IRS990/PYOtherExpensesAmt018493
IRS990/PYOtherRevenueAmt031466
IRS990/PYProgramServiceRevenueAmt09006
IRS990/PYRevenuesLessExpensesAmt0-6518
IRS990/PYSalariesCompEmpBnftPaidAmt013148
IRS990/PYTotalExpensesAmt0105955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt099437
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt036727
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0518
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049283
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096946
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0206693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104170
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028790
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053926
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0122818
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0338674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013579
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt060087
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt024552
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069317
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt030889
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt023716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt066268
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0214742
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028970
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028790
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt053926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0122818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0338674
IRS990ScheduleA/InvestmentIncomeCYPct00.41120
IRS990ScheduleA/InvestmentIncomePYPct00.36520
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03474
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03474
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58460
IRS990ScheduleA/PublicSupportPY509Pct00.62490
IRS990ScheduleA/PublicSupportTotal509Amt0481522
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122016
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091118
IRS990ScheduleA/Total509Grp/TotalAmt0481522
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0226186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0137288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0133131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0217410
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0823670
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0416
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0416
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt047800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058068
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01550
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLACK WHITE GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024552
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024552
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-33516
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt034267
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt034267
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03058
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018777
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018777
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0GEORGIA TICE
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 13022
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WAUWATOSA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0WI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd053213
IRS990ScheduleG/StatesWhereGamingConductedCd0WI
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt065955
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(C)(1)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP FUND PROGRAMS WHICH OFFER STUDENTS AN OPPORTUNITY TO ENHANCE THEIR EDUCATION THAT MIGHT OTHERWISE NOT HAVE BEEN POSSIBLE DUE TO SCHOOL BUDGETARY CONSTRAINTS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOOL DISTRICT OF WAUWATOSA
IRS990ScheduleI/RecipientTable/RecipientEIN0396005088
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012121 W NORTH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAUWATOSA

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