Civic Intelligence

Kingsley Trust Association

990 • Fiscal year 2019 • EIN 06-0706508

Jun 01, 2018 to May 31, 2019 • Filed on Apr 08, 2020

Organization ProfileN/A
896 Quinnipiac Avenue No 9New Haven, CT 06513-3360

(203) 468-0087

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

34th percentile

0.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$12,112,180

Up $4,063 (+0.0%) from 2018

Net Assets

Up

$12,080,240

Up $7,755 (+0.1%) from 2018

Liabilities

Down

$31,940

Down $3,692 (-10%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin82nd percentile

Revenue

Down

$741,068

Down $2,427,681 (-77%) from 2018

Expenses

Up

$550,820

Up $4,272 (+0.8%) from 2018

Net Income

Down

$190,248

Down $2,431,953 (-93%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$12,112,180
Liabilities$31,940
Net Assets$12,080,240
Open 2019 Filing

Operations Trend

Revenue Growth2nd 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

2019

Revenue$741,068
Expenses$550,820
Net Income$190,248
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 8, 2020
Return Version
2018v3.1
Gross Receipts
$1,502,116
Mission and Program Overview

Mission

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

Academic support; the kingsley trust association is a not-for-profit organization dedicated to providing intellectual and cultural improvement and academic assistance for members of the yale university community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,348,839$10,181,150▼ $167,689
Land, Buildings, and Equipment, Net$1,567,038$1,484,661▼ $82,377
Savings and Temporary Cash Investments$70,606$362,937▲ $292,331
Cash and Non-Interest-Bearing Accounts$64,962$27,221▼ $37,741
Intangible Assets$1,845$1,384▼ $461
Total Assets$12,108,117$12,112,180▲ $4,063
Other Assets Total$54,827$54,827→ $0
Liabilities
Accounts Payable and Accrued Expenses$35,632$31,940▼ $3,692
Total Liabilities$35,632$31,940▼ $3,692
Net Assets / Fund Balance
Unrestricted Net Assets$12,072,485$12,080,240▲ $7,755
Total Net Assets Fund Balance$12,072,485$12,080,240▲ $7,755
Total Liabilities and Net Assets / Fund Balance$12,108,117$12,112,180▲ $4,063

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,207,714$1,151,642$2,359,356
Other Land Buildings$269,847$341,412$611,259
Land$7,100-$7,100

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,072,476$459,081▲ $99,494$490,973$12,080,240
2017$9,956,289$2,073,447▲ $556,290$453,011$12,072,476
2016$9,801,755$167,232▲ $742,778$654,983$9,956,289
2015$10,493,935$107,475▼ $150,718$613,961$9,801,755
2014$10,771,728$152,757▲ $191,105$592,480$10,493,935
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Sarah RussellPresident
Daniel D GravesVice President
Leonard B ShavelSecretary
Caroline JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$459,081
Program Service Revenue
$0
Investment Income
$281,987
Other Revenue
$0
All Other Contributions
$459,081
Change in Net Assets
$190,248

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded4$105,148
Total Noncash Contributions4$105,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$401,277
Salaries, Compensation, and Employee Benefits$116,783
Grants and Similar Amounts Paid$32,760
Total Fundraising Expense$15,296
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$108,484--$108,484
Depreciation Depletion$82,838--$82,838
Occupancy$79,576--$79,576
Other Expenses$40,946--$40,946
Grants to Domestic Individuals$32,760--$32,760
Insurance$27,364--$27,364
Office Expenses-$11,789$15,296$27,085
Fees for Services Accounting$14,278--$14,278
Payroll Taxes$8,299--$8,299
Fees for Services Other$5,458--$5,458
Fees for Services Legal$3,155--$3,155
Conferences and Meetings$3,109--$3,109
Travel$3,037--$3,037
Total Functional Expenses$523,735$11,789$15,296$550,820
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 11B

“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

Filer Name
Kingsley Trust Association
EIN
06-0706508
Phone
2034680087
Address
896 QUINNIPIAC AVENUE NO 9, NEW HAVEN, CT 06513-3360

Signing Officer

Name
Caroline Johnston
Title
Treasurer
Phone
2034680087
Signed
2020-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Johnston
Formed
1860
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
9
Volunteers
0

Preparer

Firm
Marcum Llp
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Cathiann Bellard
Phone
2037819600
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 association's 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, 2019, 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.”

Raw XML AppendixShowing 400 of 414 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/FactsAndCircumstancesTestTxt0CONTRIBUTIONS (PUBLIC SUPPORT) ARE NORMALLY 50% OF THE ASSOCIATIONS ANNUAL NET INCOME. EXCESS CONTRIBUTIONS DURING PREVIOUS YEARS BY CERTAIN INDIVIDUALS FOR SPECIAL PROJECTS HAVE REDUCED THE PUBLIC SUPPORT PERCENTAGE.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0152757
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02955264
IRS990ScheduleA/TotalSupportAmt03795636
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01207714
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01151642
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02359356
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/CollectionUsedOtherPurposesInd0X
IRS990ScheduleD/CollectionUsedOtherPurposesGrp/OtherPurposesDesc0OTHER SCHOLARLY PURSUITS
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012072476
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0459081
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012080240
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012072476
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09956289
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0742778
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015966
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0107475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09801755
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt019010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-150718
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0613961
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010771728
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0152757
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010493935
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt029175
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0191105
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0592480
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0269847
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0341412
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0611259
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 ASSOCIATION'S 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, 2019, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01484661
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt032760
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0105148
IRS990ScheduleM/ThirdPartiesUsedInd00
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt012112180
IRS990/TotalAssetsGrp/BOYAmt012108117
IRS990/TotalAssetsGrp/EOYAmt012112180
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IRS990/TotalContributionsAmt0459081
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015296
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011789
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0523735
IRS990/TotalFunctionalExpensesGrp/TotalAmt0550820
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt031940
IRS990/TotalLiabilitiesGrp/BOYAmt035632
IRS990/TotalLiabilitiesGrp/EOYAmt031940
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IRS990/TravelGrp/TotalAmt03037
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IRS990/TypeOfOrganizationAssocInd0X
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IRS990/USAddress/ZIPCd0065133360
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,112,180
Liabilities
$31,940
Net assets
$12,080,240
Revenue
$741,068
Expenses
$550,820
Net income
$190,248
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