Civic Intelligence

Norwalk Student Education Foundation

990EZ • Fiscal year 2020 • EIN 80-0594560

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

1225 Colonial ParkwayNorwalk, IA 50211

(515) 782-3633

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

37%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.5%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$238,187

Up $63,886 (+37%) from 2019

Net Assets

Up

$238,187

Up $63,886 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$125,421

Up $3,091 (+2.5%) from 2019

Expenses

Down

$61,535

Down $19,445 (-24%) from 2019

Net Income

Up

$63,886

Up $22,536 (+55%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2019: $174,301Liabilities 2019: $0Net Assets 2019: $174,3012019Assets 2020: $238,187Liabilities 2020: $0Net Assets 2020: $238,1872020Assets 2021: $227,034Liabilities 2021: $0Net Assets 2021: $227,0342021Assets 2022: $232,461Liabilities 2022: $0Net Assets 2022: $232,4612022Assets 2024: $256,281Liabilities 2024: $0Net Assets 2024: $256,2812024

Highlighted filing

2020

Assets$238,187
Liabilities$0
Net Assets$238,187

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $122,330Expenses 2019: $80,980Net Income 2019: $41,3502019Revenue 2020: $125,421Expenses 2020: $61,535Net Income 2020: $63,8862020Revenue 2021: $97,643Expenses 2021: $108,796Net Income 2021: -$11,1532021Revenue 2022: $101,944Expenses 2022: $96,517Net Income 2022: $5,4272022Revenue 2024: $181,552Expenses 2024: $107,156Net Income 2024: $74,3962024

Highlighted filing

2020

Revenue$125,421
Expenses$61,535
Net Income$63,886
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.2
Gross Receipts
$132,434
Mission and Program Overview

Mission

Community organization dedicated to providing resources to enhance the educational experiences and opportunities for students and teachers in the norwalk school district

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT AND RESOURCES TO STUDENTS AND TEACHERS IN THE NORWALK SCHOOL DISTRICT$0$40,837
PROVIDE SCHOLARSHIPS TO STUDENTS IN THE THE NORWALK SCHOOL DISTRICT$14,250$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DT MAGEEDirector-$0--
AARON UHLDirector-$0--
AMY LONGMANDirector-$0--
BRENT DEROCHERDirector-$0--
BRIAN HUFFDirector-$0--
CINDY SPURRDirector-$0--
JAKI LIVINGSTONDirector-$0--
JASON BUHROWDirector-$0--
MICHELLE WIEDMANNDirector-$0--
TIFFANY REDMANDirector-$0--
AMYSUE O'CONNOR-HOPKEYPresident-$0--
HANK NOREMVice President-$0--
Filing and Contact Details

Filer

Filer Name
Norwalk Student Education Foundation
EIN
80-0594560
Phone
5157823633
Address
1225 COLONIAL PARKWAY, NORWALK, IA 50211

Signing Officer

Name
Nathaniel Tagtow
Title
Treasurer
Phone
5157823633
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Faller Kincheloe & Co Plc
Address
2721 SW 30TH ST, DES MOINES, IA 50321
Preparer
Ryan Roof
Phone
5153625672
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 7053.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: teacher licenses. Amount: 450. Description: scholarships. Amount: 14250. Description: event expenses. Amount: 35334. Description: insurance. Amount: 220. Description: dues and memberships. Amount: 150. Description: grants. Amount: 5053. Description: investment fees. Amount: 1329. Total to form 990-ez, line 16: 56786.

Raw XML Appendix190 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DT MAGEE
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY ORGANIZATION DEDICATED TO PROVIDING RESOURCES TO ENHANCE THE EDUCATIONAL EXPERIENCES AND OPPORTUNITIES FOR STUDENTS AND TEACHERS IN THE NORWALK SCHOOL DISTRICT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIPS TO STUDENTS IN THE THE NORWALK SCHOOL DISTRICT
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IRS990EZ/WebsiteAddressTxt0NORWALKSTUDENTFOUNDATION.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0242854
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IRS990ScheduleA/TotalSupportAmt0255293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 7053.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TEACHER LICENSES. AMOUNT: 450. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 14250. DESCRIPTION: EVENT EXPENSES. AMOUNT: 35334. DESCRIPTION: INSURANCE. AMOUNT: 220. DESCRIPTION: DUES AND MEMBERSHIPS. AMOUNT: 150. DESCRIPTION: GRANTS. AMOUNT: 5053. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1329. TOTAL TO FORM 990-EZ, LINE 16: 56786.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NATHANIEL TAGTOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05157823633
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORWALK STUDENT EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORW
ReturnHeader/Filer/EIN0800594560
ReturnHeader/Filer/PhoneNum05157823633
ReturnHeader/Filer/USAddress/AddressLine1Txt01225 COLONIAL PARKWAY
ReturnHeader/Filer/USAddress/CityNm0NORWALK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261600907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALLER KINCHELOE & CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02721 SW 30TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050321
ReturnHeader/PreparerPersonGrp/PhoneNum05153625672
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN ROOF
ReturnHeader/ReturnTs02021-05-17T15:47:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings