Civic Intelligence

Westport Education Foundation Inc.

990 • Fiscal year 2024 • EIN 84-2989332

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 18, 2024

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$166,816

Up $10,152 (+6.5%) from 2023

Net Assets

Up

$166,816

Up $10,152 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin67th percentile

Revenue

Up

$39,385

Up $7,889 (+25%) from 2023

Expenses

Down

$33,978

Down $6,578 (-16%) from 2023

Net Income

Up

$5,407

Up $14,467 (+160%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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 2024: $166,816Liabilities 2024: $0Net Assets 2024: $166,8162024Assets 2025: $275,003Liabilities 2025: $0Net Assets 2025: $275,0032025

Highlighted filing

2024

Assets$166,816
Liabilities$0
Net Assets$166,816
Open 2024 Filing

Operations Trend

Revenue Growth72nd 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 2024: $39,385Expenses 2024: $33,978Net Income 2024: $5,4072024Revenue 2025: $138,376Expenses 2025: $48,270Net Income 2025: $90,1062025

Highlighted filing

2024

Revenue$39,385
Expenses$33,978
Net Income$5,407
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.1
Gross Receipts
$39,385
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
Investments in Publicly Traded Securities$104,525$116,559▲ $12,034
Cash and Non-Interest-Bearing Accounts$52,139$50,257▼ $1,882
Total Assets$156,664$166,816▲ $10,152
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,092$135,101▲ $12,009
Net Assets With Donor Restrictions$33,572$31,715▼ $1,857
Total Net Assets Fund Balance$156,664$166,816▲ $10,152
Total Liabilities and Net Assets / Fund Balance$156,664$166,816▲ $10,152

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$31,023-▲ $7,204-$38,227
2022$34,611---$34,611
2021$34,611---$34,611
2020$27,395-▲ $7,607-$34,611
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Carol BonnarPresident
Gina PalmerDirector
Kathy GilletDirector
Marilyn Packard-LutherDirector
Nancy TavaresDirector
Tracy PriesnerDirector
Cheryl CarvalhoSecretary
Tanya QuinlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,181
Program Service Revenue
$0
Investment Income
$7,204
Other Revenue
$0
All Other Contributions
$21,435
Change in Net Assets
$5,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,359
Total Fundraising Expense$5,678
Grants and Similar Amounts Paid$4,619
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$14,118$54$5,678$19,796
Grants to Domestic Individuals$4,619--$4,619
Advertising$3,620--$3,620
Office Expenses-$1,452-$1,452
Fees for Services Accounting$955--$955
Insurance-$526-$526
Information Technology$120--$120
Total Functional Expenses$26,268$2,032$5,678$33,978
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
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
2024-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Bonnar
Formed
2019
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
RichardsTimko PC
Address
151 State Road Unit 2, Westport, MA 02790
Preparer
Kristle Cote CPA
Phone
5086795259
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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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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0156664
IRS990/TotalAssetsEOYAmt0166816
IRS990/TotalAssetsGrp/BOYAmt0156664
IRS990/TotalAssetsGrp/EOYAmt0166816
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032181
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05678
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026268
IRS990/TotalFunctionalExpensesGrp/TotalAmt033978
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0156664
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0166816
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026268
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07204
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039385
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0156664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0166816
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01236 Main Rd
IRS990/USAddress/CityNm0Westport
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002790
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.westporteducationfoundation.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tanya Quinlan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05084937671
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westport Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0842989332
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3213
ReturnHeader/Filer/USAddress/CityNm0Westport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002790
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811246619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RichardsTimko PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 State Road Unit 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002790
ReturnHeader/PreparerPersonGrp/PhoneNum05086795259
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristle Cote CPA
ReturnHeader/ReturnTs02024-11-04T10:14:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,816
Liabilities
$0
Net assets
$166,816
Revenue
$39,385
Expenses
$33,978
Net income
$5,407
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
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.39$0.34$0.05
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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