Civic Intelligence

Horace Staples Trust

990 • Fiscal year 2014 • EIN 06-6039258

May 01, 2013 to Apr 30, 2014 • Filed on Sep 03, 2014

Organization ProfileN/A
C/O Sherwood Garlick PO Box 390Westport, CT 06881

(203) 227-9585

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$1,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

47th percentile

0.7%

Faster asset growth than 47% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$722,288

Up $4,790 (+0.7%) from 2013

Net Assets

Up

$722,288

Up $4,790 (+0.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin73rd percentile

Revenue

$36,896

No earlier filing loaded for comparison.

Expenses

Down

$30,319

Down $1,083 (-3.4%) from 2013

Net Income

$6,577

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2013: $717,498Liabilities 2013: $0Net Assets 2013: $717,4982013Assets 2014: $722,288Liabilities 2014: $0Net Assets 2014: $722,2882014Assets 2015: $724,532Liabilities 2015: $0Net Assets 2015: $724,5322015Assets 2016: $715,539Liabilities 2016: $0Net Assets 2016: $715,5392016Assets 2017: $708,358Liabilities 2017: $0Net Assets 2017: $708,3582017Assets 2018: $698,401Liabilities 2018: $0Net Assets 2018: $698,4012018Assets 2019: $704,248Liabilities 2019: $0Net Assets 2019: $704,2482019Assets 2020: $701,995Liabilities 2020: $3,301Net Assets 2020: $698,6942020Assets 2021: $721,908Liabilities 2021: $0Net Assets 2021: $721,9082021Assets 2022: $729,152Liabilities 2022: $0Net Assets 2022: $729,1522022Assets 2023: $767,544Liabilities 2023: $0Net Assets 2023: $767,5442023Assets 2024: $738,232Liabilities 2024: $0Net Assets 2024: $738,2322024Assets 2025: $708,174Liabilities 2025: $0Net Assets 2025: $708,1742025

Highlighted filing

2014

Assets$722,288
Liabilities$0
Net Assets$722,288
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2013: $31,4022013Revenue 2014: $36,896Expenses 2014: $30,319Net Income 2014: $6,5772014Revenue 2015: $34,304Expenses 2015: $32,272Net Income 2015: $2,0322015Revenue 2016: $19,601Expenses 2016: $31,589Net Income 2016: -$11,9882016Revenue 2017: $21,184Expenses 2017: $26,864Net Income 2017: -$5,6802017Revenue 2018: $19,004Expenses 2018: $29,449Net Income 2018: -$10,4452018Revenue 2019: -$3,723Expenses 2019: $30,605Net Income 2019: -$34,3282019Revenue 2020: $28,189Expenses 2020: $32,984Net Income 2020: -$4,7952020Revenue 2021: $26,179Expenses 2021: $9,569Net Income 2021: $16,6102021Revenue 2022: $30,567Expenses 2022: $23,323Net Income 2022: $7,2442022Revenue 2023: $44,350Expenses 2023: $5,958Net Income 2023: $38,3922023Revenue 2024: $32,683Expenses 2024: $61,995Net Income 2024: -$29,3122024Revenue 2025: $32,892Expenses 2025: $62,950Net Income 2025: -$30,0582025

Highlighted filing

2014

Revenue$36,896
Expenses$30,319
Net Income$6,577
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Sep 3, 2014
Return Version
2013v3.0
Gross Receipts
$136,411
Mission and Program Overview

Mission

Distribution of income to the westport, ct board of education

Distributes annual income to the westport, ct board of education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$704,358$667,469▼ $36,889
Cash and Non-Interest-Bearing Accounts$13,140$54,819▲ $41,679
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$717,498$722,288▲ $4,790
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$717,498$722,288▲ $4,790
Total Liabilities and Net Assets / Fund Balance$717,498$722,288▲ $4,790

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$328,412--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$717,498-▲ $7,146-$724,644
2012$689,530-▲ $27,968-$717,498
2011$670,564-▲ $18,966-$689,530
2010$672,974-▼ $2,410-$670,564
2009$664,640-▲ $8,334-$672,974
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Arnold LevineTrustee$1,000$1,000
Rj DivineyTrustee$1,000$1,000
Samuel GaultTrustee$1,000$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,053
Other Revenue
$843
Change in Net Assets
$6,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,924
Other Expenses$4,395
Salaries, Compensation, and Employee Benefits$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,924--$22,924
Current Officers, Directors, Trustees, and Key Employees$1,500$1,500-$3,000
Fees for Services Accounting-$2,675-$2,675
Fees for Services Legal-$750-$750
Other Expenses-$200-$200
Total Functional Expenses$24,424$5,895$0$30,319
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
06-6002128--Financial Support of Education Programs$22,924
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 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

“A copy of form 990 is delivered to a trustee for signature”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request only.”

Filing and Contact Details

Filer

EIN
06-6039258
Phone
2032279585

Signing Officer

Name
Richard Diviney
Title
Trustee
Phone
2032279585
Signed
2014-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard J Diviney
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Scott L Therrien CPA
Phone
2037629559
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to basis -1,787.”

Financial Statement Notes

PART V, LINE 4:

“Distribution of income to the westport, ct board of education”

Raw XML Appendix320 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum02032279585
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 390
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-569
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt022924
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt022924
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt098946
IRS990/GrossReceiptsAmt0136411
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt036622
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036622
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0704358
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0667469
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt099515
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0DISTRIBUTION OF INCOME TO THE WESTPORT, CT BOARD OF EDUCATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0717498
IRS990/NetAssetsOrFundBalancesEOYAmt0722288
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-569
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-569
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind01
IRS990/OtherChangesInNetAssetsAmt0-1787
IRS990/OtherExpensesGrp/Desc0PROBATE FEES
IRS990/OtherExpensesGrp/Desc1PROBATE BOND
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0770
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200
IRS990/OtherExpensesGrp/TotalAmt0770
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IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0CAPITAL GAINS RECEIVED
IRS990/OtherRevenueMiscGrp/ExclusionAmt0843
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IRS990/OtherRevenueTotalAmt0843
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD J DIVINEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt022924
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTION OF INCOME TO THE WESTPORT, CT BOARD OF EDUCATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0667469
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IRS990ScheduleI/RecipientTable/RecipientEIN0066002128
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS DELIVERED TO A TRUSTEE FOR SIGNATURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT TO BASIS -1,787.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0722288
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt03000
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/VotingMembersIndependentCnt00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-03
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ReturnHeader/Filer/BusinessNameControlTxt0HORA
ReturnHeader/Filer/EIN0066039258
ReturnHeader/Filer/PhoneNum02032279585
ReturnHeader/Filer/USAddress/AddressLine10C/O SHERWOOD GARLICK PO BOX 390
ReturnHeader/Filer/USAddress/City0WESTPORT
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006881
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204754367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THERRIEN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10195 DANBURY ROAD SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006897
ReturnHeader/PreparerPersonGrp/PhoneNum02037629559
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT L THERRIEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-08T07:58:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$722,288
Liabilities
$0
Net assets
$722,288
Revenue
$36,896
Expenses
$30,319
Net income
$6,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.33$0.63$0.30
2024Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.33$0.62$0.29
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.44$0.06$0.38
2022Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.31$0.23$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.26$0.10$0.17
2020Detailed filing. Detailed filing data is available for this year.$7.02$0.03$6.99$0.28$0.33$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.04$0.31$0.34
2018Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.19$0.29$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.21$0.27$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.20$0.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.34$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.37$0.30$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.00$7.17$0.31