NORWALK STUDENT EDUCATION FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORWALK STUDENT EDUCATION FOUNDATION (EIN 80-0594560)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-08-27
- IRS object ID
- 202622399349200312
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-27T08:30:58-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261600907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOF GERDES ERLBACHER PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 22ND ST STE 201 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800594560 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWALK STUDENT EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 COLONIAL PARKWAY | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KOURTNE KLOCKO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2026-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN ROOF | PreparerPersonNm |
| PTIN | P00810965 | PTIN |
| Phone | 5153625672 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | NORWALKSTUDENTFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $198,848 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $190,952 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $7,896 | InvestmentIncomeAmt |
| Total Revenue | $198,848 | TotalRevenueAmt |
| Printing Publications Postage | $154 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $85,021 | OtherExpensesTotalAmt |
| Total Expenses | $85,175 | TotalExpensesAmt |
| Excess Or Deficit For Year | $113,673 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $256,281 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $369,954 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,281 | BOYAmt |
| EOY | $369,954 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,281 | BOYAmt |
| EOY | $369,954 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,281 | BOYAmt |
| EOY | $369,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | COMMUNITY ORGANIZATION DEDICATED TO PROVIDING RESOURCES TO ENHANCE THE EDUCATIONAL EXPERIENCES AND OPPORTUNITIES FOR STUDENTS AND TEACHERS IN THE NORWALK SCHOOL DISTRICT | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE SUPPORT AND RESOURCES TO STUDENTS AND TEACHERS IN THE NORWALK SCHOOL DISTRICT | $0 | $0 |
| PROVIDE SCHOLARSHIPS TO STUDENTS IN THE THE NORWALK SCHOOL DISTRICT | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TIFFANY REDMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICK LANG | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA GARRISON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON DEKOCK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| APRIL KING | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICK DEJOSEPH | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRIS KUNZE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAYTON GARRISON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERYN THORSON | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER HATLEVIG | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KOURTNE KLOCKO | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| BRIAN HUFF | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY STATE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 COLONIAL PARKWAY | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5159814234 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $166,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,952 | CurrentTaxYearAmt |
| Total | $357,478 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $166,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,952 | CurrentTaxYearAmt |
| Total | $357,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $357,478 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $15,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,896 | CurrentTaxYearAmt |
| Total | $22,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $380,400 | TotalSupportAmt |
| Public Support CY170 | 0.93970 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 7896. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: TEACHER LICENSES. AMOUNT: 1025. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 38750. DESCRIPTION: EVENT EXPENSES. AMOUNT: 12776. DESCRIPTION: INSURANCE. AMOUNT: 390. DESCRIPTION: DONATIONS. AMOUNT: 3370. DESCRIPTION: GRANTS. AMOUNT: 27000. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1710. TOTAL TO FORM 990-EZ, LINE 16: 85021. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | DeclarationDesc |
Comments