Civic Intelligence

Westport Education Foundation Inc.

990 • Fiscal year 2021 • EIN 84-2989332

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 14, 2021

Organization Profilewww.westporteducationfoundation.com
PO Box 3213Westport, MA 02790

(508) 493-7671

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

41%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.7%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$157,736

Up $45,828 (+41%) from 2020

Net Assets

Up

$157,736

Up $45,828 (+41%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin94th percentile

Revenue

Down

$54,392

Down $3,315 (-5.7%) from 2020

Expenses

Down

$12,572

Down $16,461 (-57%) from 2020

Net Income

Up

$41,820

Up $13,146 (+46%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2020: $111,908Liabilities 2020: $0Net Assets 2020: $111,9082020Assets 2021: $157,736Liabilities 2021: $0Net Assets 2021: $157,7362021Assets 2022: $159,241Liabilities 2022: $0Net Assets 2022: $159,2412022Assets 2023: $156,664Liabilities 2023: $0Net Assets 2023: $156,6642023Assets 2025: $275,003Liabilities 2025: $0Net Assets 2025: $275,0032025

Highlighted filing

2021

Assets$157,736
Liabilities$0
Net Assets$157,736
Open 2021 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $57,707Expenses 2020: $29,033Net Income 2020: $28,6742020Revenue 2021: $54,392Expenses 2021: $12,572Net Income 2021: $41,8202021Revenue 2022: $35,215Expenses 2022: $21,656Net Income 2022: $13,5592022Revenue 2023: $31,496Expenses 2023: $40,556Net Income 2023: -$9,0602023Revenue 2025: $138,376Expenses 2025: $48,270Net Income 2025: $90,1062025

Highlighted filing

2021

Revenue$54,392
Expenses$12,572
Net Income$41,820
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 14, 2021
Return Version
2020v4.1
Gross Receipts
$54,392
Mission and Program Overview

Mission

Westport Education Foundations exempt purpose is charitable andeducational. Specifically, WEF works to advance education through itsgrant-making program in support of projects conducted in Westport schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$111,908$123,125▲ $11,217
Investments in Publicly Traded Securities-$34,611-
Total Assets$111,908$157,736▲ $45,828
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$111,908$123,125▲ $11,217
Net Assets With Donor Restrictions-$34,611-
Total Net Assets Fund Balance$111,908$157,736▲ $45,828
Total Liabilities and Net Assets / Fund Balance$111,908$157,736▲ $45,828

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,395-▲ $7,607-$34,611
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Carol BonnarPresident
Lorna MilesVice President
Gina PalmerDirector
Irene BuckDirector
Kathy GilletDirector
Marilyn Packard-LutherDirector
Nancy TavaresDirector
Raymond ShawDirector
Richard PerryDirector
Tracy PriesnerDirector
Cheryl CarvalhoSecretary
Tanya QuinlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,132
Program Service Revenue
$0
Investment Income
$7,260
Other Revenue
$0
All Other Contributions
$27,395
Change in Net Assets
$41,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$1,000-$1,000
Office Expenses-$553-$553
Fees for Services Accounting-$491-$491
Other Expenses$9,305$364-$364
Insurance-$303-$303
Information Technology-$229-$229
Advertising-$195-$195
Total Functional Expenses$9,305$3,267$0$12,572
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Board will review the Form 990 prior to filing.”

Governing documents etc available to public Part VI line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Westport Education Foundation Inc
EIN
84-2989332
Address
PO Box 3213, Westport, MA 02790

Signing Officer

Name
Tanya Quinlan
Title
Treasurer
Phone
5084937671
Signed
2021-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Bonnar
Formed
2019
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
RichardsTimko PC
Address
151 State Road Unit 2, Westport, MA 02790
Preparer
Kristle Cote CPA
Phone
5086795259
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“Educational grants/scholarships”

Raw XML Appendix375 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristle Cote CPA
ReturnHeader/ReturnTs02021-10-01T09:11:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tanya
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ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,736
Liabilities
$0
Net assets
$157,736
Revenue
$54,392
Expenses
$12,572
Net income
$41,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$1.38$0.48$0.90
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.31$0.41$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.35$0.22$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.54$0.13$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.58$0.29$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits