Civic Intelligence

Kingsley Trust Association

990 • Fiscal year 2014 • EIN 06-0706508

Jun 01, 2013 to May 31, 2014 • Filed on Oct 21, 2014

Organization ProfileN/A
201934 Yale StationNew Haven, CT 06520

(203) 787-1915

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

126%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$10,771,828

Up $1,644,056 (+18%) from 2013

Net Assets

Up

$10,771,728

Up $1,644,056 (+18%) from 2013

Liabilities

Flat

$100

Flat from 2013

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin94th percentile

Revenue

Up

$1,925,955

Up $1,073,403 (+126%) from 2013

Expenses

Up

$665,929

Up $7,926 (+1.2%) from 2013

Net Income

Up

$1,260,026

Up $1,065,477 (+548%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $9,208,627Liabilities 2011: $100Net Assets 2011: $9,208,5272011Assets 2012: $8,332,107Liabilities 2012: $100Net Assets 2012: $8,332,0072012Assets 2013: $9,127,772Liabilities 2013: $100Net Assets 2013: $9,127,6722013Assets 2014: $10,771,828Liabilities 2014: $100Net Assets 2014: $10,771,7282014Assets 2015: $10,494,135Liabilities 2015: $200Net Assets 2015: $10,493,9352015Assets 2016: $9,816,715Liabilities 2016: $14,960Net Assets 2016: $9,801,7552016Assets 2017: $9,963,104Liabilities 2017: $6,808Net Assets 2017: $9,956,2962017Assets 2018: $12,108,117Liabilities 2018: $35,632Net Assets 2018: $12,072,4852018Assets 2019: $12,112,180Liabilities 2019: $31,940Net Assets 2019: $12,080,2402019Assets 2020: $12,629,467Liabilities 2020: $5,452Net Assets 2020: $12,624,0152020Assets 2021: $16,060,996Liabilities 2021: $37,914Net Assets 2021: $16,023,0822021Assets 2022: $14,881,769Liabilities 2022: $64,126Net Assets 2022: $14,817,6432022Assets 2023: $14,226,919Liabilities 2023: $45,094Net Assets 2023: $14,181,8252023Assets 2024: $16,008,319Liabilities 2024: $36,036Net Assets 2024: $15,972,2832024

Highlighted filing

2014

Assets$10,771,828
Liabilities$100
Net Assets$10,771,728
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $831,645Expenses 2011: $798,218Net Income 2011: $33,4272011Revenue 2012: $446,327Expenses 2012: $643,213Net Income 2012: -$196,8862012Revenue 2013: $852,552Expenses 2013: $658,003Net Income 2013: $194,5492013Revenue 2014: $1,925,955Expenses 2014: $665,929Net Income 2014: $1,260,0262014Revenue 2015: $955,159Expenses 2015: $621,655Net Income 2015: $333,5042015Revenue 2016: $355,684Expenses 2016: $648,937Net Income 2016: -$293,2532016Revenue 2017: $594,787Expenses 2017: $755,476Net Income 2017: -$160,6892017Revenue 2018: $3,168,749Expenses 2018: $546,548Net Income 2018: $2,622,2012018Revenue 2019: $741,068Expenses 2019: $550,820Net Income 2019: $190,2482019Revenue 2020: $910,524Expenses 2020: $540,173Net Income 2020: $370,3512020Revenue 2021: $737,038Expenses 2021: $440,313Net Income 2021: $296,7252021Revenue 2022: $294,178Expenses 2022: $578,513Net Income 2022: -$284,3352022Revenue 2023: $756,937Expenses 2023: $631,145Net Income 2023: $125,7922023Revenue 2024: $576,656Expenses 2024: $533,870Net Income 2024: $42,7862024

Highlighted filing

2014

Revenue$1,925,955
Expenses$665,929
Net Income$1,260,026
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 21, 2014
Return Version
2013v4.0
Gross Receipts
$5,198,813
Mission and Program Overview

Mission

Academic support; providing intellectual and cultural improvement and academic assistance for members of the yale university community

ACADEMIC SUPPORT

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,909,066$8,527,527▲ $1,618,461
Land, Buildings, and Equipment, Net$1,782,161$1,704,520▼ $77,641
Savings and Temporary Cash Investments$264,577$436,258▲ $171,681
Cash and Non-Interest-Bearing Accounts$148,868$80,884▼ $67,984
Intangible Assets$4,150$3,689▼ $461
Total Assets$9,127,772$10,771,828▲ $1,644,056
Other Assets Total$18,950$18,950→ $0
Liabilities
Accounts Payable and Accrued Expenses$100$100→ $0
Other Liabilities$0$0→ $0
Total Liabilities$100$100→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$9,127,672$10,771,728▲ $1,644,056
Total Net Assets Fund Balance$9,127,672$10,771,728▲ $1,644,056
Total Liabilities and Net Assets / Fund Balance$9,127,772$10,771,828▲ $1,644,056

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,374,408$800,113$2,174,521
Other Land Buildings$323,012$286,080$609,092
Land$7,100-$7,100

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$9,127,672$1,088,024▲ $1,221,961$574,677$10,771,728
2012$8,332,007$187,774▲ $1,265,894$600,233$9,127,672
2011$9,208,527$124,417▼ $357,724$613,323$8,332,007
2010$8,314,542$247,116▲ $1,445,087$647,190$9,208,527
2009$7,846,228$239,607▲ $1,008,483$713,253$8,314,542
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Alan PlattusPresident
James RobertsonVice President
Sarah RussellSecretary
Leonard ShavelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,088,024
Program Service Revenue
$0
Investment Income
$837,931
Other Revenue
$0
All Other Contributions
$1,088,024
Change in Net Assets
$1,260,026

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,925,955
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$384,030
Total Revenue per Audited Statements
$2,309,985
Total Revenue per Form 990
$1,925,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$519,491
Salaries, Compensation, and Employee Benefits$85,818
Grants and Similar Amounts Paid$60,620
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$148,287--$148,287
Other Salaries and Wages$79,696--$79,696
Depreciation Depletion$78,102--$78,102
Grants to Domestic Individuals$60,620--$60,620
Insurance$37,908--$37,908
Fees for Services Accounting$36,140--$36,140
Fees for Service Investment Mgmnt Fees$35,150--$35,150
Other Expenses$10,635--$10,635
Fees for Services Legal$10,075--$10,075
Office Expenses$9,215--$9,215
Fees for Services Other$9,133--$9,133
Conferences and Meetings$7,104--$7,104
Travel$6,366--$6,366
Payroll Taxes$6,122--$6,122
Interest$670--$670
Total Functional Expenses$665,929$0$0$665,929

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
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
Yes
Audit committee
No
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11

“The form 990 is reviewed by the executive committee.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available upon request for the public to review”

Filing and Contact Details

Filer

EIN
06-0706508
Phone
2037871915

Signing Officer

Name
Leonard Shavel
Title
Treasurer
Phone
2037871915
Signed
2014-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard Shavel
Formed
1860
Legal Domicile
Ct
Voting Board Members
18
Independent Board Members
18
Employees
8
Volunteers
0

Preparer

Preparer
John Mezzanotte
Phone
2037771099
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“Historical furnishings, books and artworks relating to the association and yale university. Further exempt purpose by immersion in the rich academic history of yale university. Collection is made available to other scholars and museum curator from yale and similar organizations.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the associations management to evaluate tax positions taken by the association and recognize a tax liability if it has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken by the association, and has concluded that as of may 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. In addition, the association has no unrelated business income. The association is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the association is no longer subject to income tax examinations for the years prior to 2011.”

Raw XML AppendixShowing 400 of 421 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0247116
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0800113
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IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
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IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09127672
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01088024
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010771728
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08332007
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-357724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0613323
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt032553
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0118475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01445087
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0647190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt037453
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07846228
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0239607
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08314542
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt029070
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01008483
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0713253
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07100
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0384030
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0323012
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0286080
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0609092
IRS990ScheduleD/RevenueNotReportedAmt0384030
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01925955
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HISTORICAL FURNISHINGS, BOOKS AND ARTWORKS RELATING TO THE ASSOCIATION AND YALE UNIVERSITY. FURTHER EXEMPT PURPOSE BY IMMERSION IN THE RICH ACADEMIC HISTORY OF YALE UNIVERSITY. COLLECTION IS MADE AVAILABLE TO OTHER SCHOLARS AND MUSEUM CURATOR FROM YALE AND SIMILAR ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATIONS MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ASSOCIATION HAS NO UNRELATED BUSINESS INCOME. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01925955
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02309985
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt060620
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE UPON REQUEST FOR THE PUBLIC TO REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0665929
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IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt0100
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010771728
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IRS990/TotalProgramServiceExpensesAmt0665929
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09127772
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IRS990/TravelGrp/TotalAmt06366
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09127672
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010771728
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10530 INDIAN FIELD ROAD
IRS990/USAddress/City0GREENWICH
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006830
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD SHAVEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037871915
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,771,828
Liabilities
$100
Net assets
$10,771,728
Revenue
$1,925,955
Expenses
$665,929
Net income
$1,260,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.0$0.04$16.0$0.58$0.53$0.04
2023Detailed filing. Detailed filing data is available for this year.$14.2$0.05$14.2$0.76$0.63$0.13
2022Detailed filing. Detailed filing data is available for this year.$14.9$0.06$14.8$0.29$0.58$0.28
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.04$16.0$0.74$0.44$0.30
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$0.91$0.54$0.37
2019Detailed filing. Detailed filing data is available for this year.$12.1$0.03$12.1$0.74$0.55$0.19
2018Detailed filing. Detailed filing data is available for this year.$12.1$0.04$12.1$3.17$0.55$2.62
2017Detailed filing. Detailed filing data is available for this year.$9.96$0.01$9.96$0.59$0.76$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.82$0.01$9.80$0.36$0.65$0.29
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.96$0.62$0.33
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.93$0.67$1.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$0.00$9.13$0.85$0.66$0.19
2012Summary only. Only limited summary data is available for this year.$8.33$0.00$8.33$0.45$0.64$0.20
2011Summary only. Only limited summary data is available for this year.$9.21$0.00$9.21$0.83$0.80$0.03