Civic Intelligence

Horace Staples Trust

990 • Fiscal year 2018 • EIN 06-6039258

May 01, 2017 to Apr 30, 2018 • Filed on Jul 24, 2018

Organization ProfileN/A
C/O Sherwood Garlick 65 Jesup RoadWestport, CT 06880

(203) 227-9585

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$1,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$698,401

Down $9,957 (-1.4%) from 2017

Net Assets

Down

$698,401

Down $9,957 (-1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin8th percentile

Revenue

Down

$19,004

Down $2,180 (-10%) from 2017

Expenses

Up

$29,449

Up $2,585 (+9.6%) from 2017

Net Income

Down

-$10,445

Down $4,765 (-84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2018

Assets$698,401
Liabilities$0
Net Assets$698,401
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

2018

Revenue$19,004
Expenses$29,449
Net Income-$10,445
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jul 24, 2018
Return Version
2017v2.3
Gross Receipts
$233,171
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
Cap Stk Tr Prin Current Funds$722,288$722,288→ $0
Investments Other Securities$693,188$619,241▼ $73,947
Cash and Non-Interest-Bearing Accounts$15,170$79,160▲ $63,990
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-13,930$-23,887▼ $9,957
Total Assets$708,358$698,401▼ $9,957
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$708,358$698,401▼ $9,957
Total Liabilities and Net Assets / Fund Balance$708,358$698,401▼ $9,957

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$619,241--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$708,358-▲ $19,492$1,500$698,401
2016$715,539-▲ $19,683$1,500$708,358
2015$724,532-▲ $22,596$1,500$715,539
2014$722,500-▲ $34,304$1,500$724,532
Compensation and Service Providers
Top Officer Pay55th 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
$19,004
Other Revenue
$0
Change in Net Assets
$-10,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,936
Salaries, Compensation, and Employee Benefits$3,000
Other Expenses$1,513
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,936--$24,936
Current Officers, Directors, Trustees, and Key Employees$1,500$1,500-$3,000
Fees for Services Accounting-$935-$935
Other Expenses-$578-$578
Total Functional Expenses$26,436$3,013$0$29,449
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westport Board of EducationWestport, CT-Financial Support of Education Programs$24,936
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 11B

“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

Filer Name
Horace Staples Trust
EIN
06-6039258
Phone
2032279585
Address
C/O SHERWOOD GARLICK 65 JESUP ROAD, WESTPORT, CT 06880

Signing Officer

Name
Richard Diviney
Title
Trustee
Phone
2032279585
Signed
2018-07-24
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

Firm
Therrien & Associates Pc
Address
195 DANBURY ROAD SUITE 120, WILTON, CT 06897
Preparer
Scott L Therrien CPA
Phone
2037629559
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ADJUSTMENT TO BASIS 488.”

Financial Statement Notes

PART V, LINE 4:

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

Raw XML AppendixShowing 400 of 418 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/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt025595
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt024612
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0742435
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0713896
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt025595
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt024612
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066002128
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024936
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTPORT CT BOARD OF EDUCATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt024936
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03013
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0708358
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0698401
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt024936
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt019492
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0715539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0708358
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt023664
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019683
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0724532
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0715539
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt024111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022596
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06052
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0722500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0724532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt024720
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034304
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0619241
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCK / BONDS / FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTION OF INCOME TO THE WESTPORT, CT BOARD OF EDUCATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0619241
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt024936
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT OF EDUCATION PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTPORT BOARD OF EDUCATION
IRS990ScheduleI/RecipientTable/RecipientEIN0066002128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0POST ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WESTPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006880
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 488.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0698401
IRS990/TotalAssetsGrp/BOYAmt0708358
IRS990/TotalAssetsGrp/EOYAmt0698401
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03013
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026436
IRS990/TotalFunctionalExpensesGrp/TotalAmt029449
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0708358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0698401
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026436
IRS990/TotalReportableCompFromOrgAmt03000
IRS990/TotalRevenueGrp/ExclusionAmt019004
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019004
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0708358
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0698401
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt065 JESUP RD
IRS990/USAddress/CityNm0WESTPORT
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006880
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD DIVINEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032279585
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE STAPLES TRUST
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ReturnHeader/Filer/PhoneNum02032279585
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ReturnHeader/Filer/USAddress/CityNm0WESTPORT
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$698,401
Liabilities
$0
Net assets
$698,401
Revenue
$19,004
Expenses
$29,449
Net income
-$10,445
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