Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Norwalk Preservation Tr Inc.
EIN 42-1581388 • 501(c)3 • Norwalk, CT
Pub. 78 Eligible990-N Coverage
Profile
Our mission is to protect Norwalk's irreplaceable historic buildings and neighborhoods landscapes and streetscapes by raising awareness and taking appropriate action when necessary. We fulfill this mission through advocacy and education including public events like tours and workshops. We are a voice for preservation and an information resource for homeowners residents businesses and developers as well as city state and national organizations and government agencies.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$440,535
Up $75,182 (+21%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$440,535
Up $75,182 (+21%) from 2023
Revenue
Up$30,942
Up $14,602 (+89%) from 2023
Expenses
Up$14,810
Up $9,734 (+192%) from 2023
Net Income
Up$16,132
Up $4,868 (+43%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $440,535
- Liabilities
- -
- Net assets
- $440,535
- Revenue
- $30,942
- Expenses
- $14,810
- Net income
- $16,132
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Nov 1, 2023 to Oct 31, 2024
- Signed
- Jan 30, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $33,389
Mission and Program Overview
Mission
Our mission is to protect Norwalk's irreplaceable historic buildings and neighborhoods landscapes and streetscapes by raising awareness and taking appropriate action when necessary. We fulfill this mission through advocacy and education including public events like tours and workshops. We are a voice for preservation and an information resource for homeowners residents businesses and developers as well as city state and national organizations and government agencies.
Our mission is to protect Norwalks irreplaceable historic buildings and neighborhoods landscapes and streetscapes by raising awareness and taking appropriate action when necessary. We fulfill this mission through advocacy and education including public events like tours and workshops. We are a voice for preservation and an information resource for homeowners residents businesses and developers as well as city state and national organizations and government agencies.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Educational program focused on historic preservation. Our "Houses of Change" tour on October 13 2024 explored architectural adaptation and change in 19th-century residential homes. Restorations and renovations can and should be done with sensitivity to traditional building methods and materials. Helping you to "get your house right" is part of our mission. 48 people attended the tour. 60 people attended the reception afterwards. You can learn more and see photos on our web site under Current News. | $0 | $5,120 |
| As a lead-in to our Houses of Change tour see above on September 22 we presented a keynote lecture "Buildings of Change," by Christopher Wigren a prominent architectural historian of Connecticut. 28 people attended the lecture at the Norwalk Public Library free and open to the public. You can learn more and see photos on our web site under Current News. | $0 | $310 |
| Community-building exercise focused on historic preservation and urban renewal related to our organizational mission. Our 2024 Janes Walk program featured a walking tour of South Norwalks historic districts focused on two major projects in this urban space the replacement of the railroad bridge and two historic buildings that will be demolished to make way for a hotel project. We talked with residents in front of their homes and with business owners in their establishments. More than 20 people attended. This was a free event with NPT leadership donating their time and expertise. You can learn more and see photos on our web site under Current News. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Tod Bryant | President | PT | $0 | - | - |
| Lee Levey | Vice President | - | $0 | - | - |
| Charles Harris | Acting Secretary | PT | $0 | - | - |
| Gloria Kao | Treasurer | PT | $0 | - | - |
| Kenneth Eric Rasmussen | Director It | PT | $0 | - | - |
| Georgette Blau Guttman | Director | PT | $0 | - | - |
| Carol Ann Falasca | Director | - | $0 | - | - |
| Wendye Pardue | Director | - | $0 | - | - |
| Anne Blum | Director | - | $0 | - | - |
| Conor Halstead | Director | - | $0 | - | - |
Political and Lobbying Activity
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Political Expenditures | $0 |
| Section 527 Activity Spending | $0 |
| Total Exempt Function Spending | $0 |
Filing and Contact Details
Filer
- Filer Name
- Norwalk Preservation Tr Inc
- EIN
- 42-1581388
- In Care Of
- % GLORIA KAO
- Address
- PO BOX 874, NORWALK, CT 06852-0874
Signing Officer
- Name
- Gloria Kao
- Title
- Treasurer
- Signed
- 2025-01-30
Supplemental Narrative
Additional Explanations
Doing Business As Names
“Norwalk Preservation Trust”
Part I, line 16
“| Other Expenses:, Amount:| Fairfield County Bank fees, $60| Connecticut business registration fee, $50| PO Box rental, $222| Insurance, $512| Business meetings, $868| Information technology Fundraising, $299| Program services, $5430| Advertising and promotion, $120| Memberships and donations Preservation Connecticut and Connecticut Preservation Action, $2490| Information technology Management & General, $764|”
Part I, line 20
“| Explanation:, Amount:| Unrealized gains and losses on investments carried at market value not accounted for in line 18, $59050|”
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| IRS990ScheduleC/MediaAdvertisementsInd | 0 | false |
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| IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt | 0 | | PartandLinenumber:,Explanation:| Part2SectionBLine1d,NPT sent two different email call-to-action campaigns with subsequent follow-up newsletters updates and reminders. The first issue was our opposition to the demolition of two historic buildings on South Main Street in South Norwalk. We sent three dedicated emails two Letters from the President one Call to Action asking the public the write letters to the State Historic Preservation Office opposing the demolitions. NPT also submitted a letter in opposition. See the Current News section of our web site for more about the response to this effort and its outcome. The second issue was Connecticut House Bill 5433 which would have allowed property developers to pay to bypass the State Historic Preservation Offices review process. We sent a Call to Action email in March with subsequent updates in our newsletters. The bill passed but the provision that we opposed was removed.| Part2SectionBLine1e,See the Current News section of our web site for an article we published there providing details of our opposition to the South Main Street demolitions and the hotel project.| Part2SectionBLine1g,In addition to our email campaigns newsletters and web site publications our leadership also had direct contact by email and by phone with the State Historic Preservation Office about the South Main Street buildings. In addition NPT signed a joint letter with three other historic-preservation organizations sent to the Connecticut legislative leadership President Pro Tempore Senate Majority Leader Speaker of the House House Majority Leader about House Bill 5433.| |
| IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part II |
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| IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt | 0 | 0 |
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| IRS990ScheduleC/TotalGrassrootsLobbyingGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt | 0 | 0 |
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| IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotalLobbyingExpendituresAmt | 0 | 0 |
| IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/AffiliatedGroupTotalAmt | 0 | 0 |
| IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt | 0 | 0 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Norwalk Preservation Trust |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Expenses:, Amount:| Fairfield County Bank fees, $60| Connecticut business registration fee, $50| PO Box rental, $222| Insurance, $512| Business meetings, $868| Information technology Fundraising, $299| Program services, $5430| Advertising and promotion, $120| Memberships and donations Preservation Connecticut and Connecticut Preservation Action, $2490| Information technology Management & General, $764| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Explanation:, Amount:| Unrealized gains and losses on investments carried at market value not accounted for in line 18, $59050| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Doing Business As Names |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I, line 20 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Gloria Kao |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NORWALK PRESERVATION TR INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NORW |
| ReturnHeader/Filer/EIN | 0 | 421581388 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 2038529788 |
| ReturnHeader/Filer/InCareOfNm | 0 | % GLORIA KAO |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 874 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORWALK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 068520874 |
| ReturnHeader/ReturnTs | 0 | 2025-01-30T07:43:03-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-11-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-10-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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