Civic Intelligence

Horace Staples Trust

990 • Fiscal year 2022 • EIN 06-6039258

May 01, 2021 to Apr 30, 2022 • Filed on Aug 23, 2022

Organization ProfileN/A
CO Sherwood Garlick 65 Jesup RoWestport, CT 06880

(203) 227-9585

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$1,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$729,152

Up $7,244 (+1.0%) from 2021

Net Assets

Up

$729,152

Up $7,244 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin74th percentile

Revenue

Up

$30,567

Up $4,388 (+17%) from 2021

Expenses

Up

$23,323

Up $13,754 (+144%) from 2021

Net Income

Down

$7,244

Down $9,366 (-56%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$729,152
Liabilities$0
Net Assets$729,152
Open 2022 Filing

Operations Trend

Revenue Growth62nd 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

2022

Revenue$30,567
Expenses$23,323
Net Income$7,244
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Aug 23, 2022
Return Version
2021v4.2
Gross Receipts
$30,578
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$687,757$697,191▲ $9,434
Cash and Non-Interest-Bearing Accounts$34,151$31,961▼ $2,190
Rtn Earn Endowment Incm Other Fnds$-380$6,864▲ $7,244
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$721,908$729,152▲ $7,244
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$721,908$729,152▲ $7,244
Total Liabilities and Net Assets / Fund Balance$721,908$729,152▲ $7,244

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$697,191--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$721,908-▲ $30,567$3,000$729,152
2020$701,995-▲ $26,179$3,000$721,908
2019$704,248-▲ $28,189$1,500$701,995
2018$698,401-▲ $36,452$750$704,248
2017$708,358-▲ $19,492$1,500$698,401
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Rj DivineyTrustee$1,000$1,000
Samuel GaultTrustee$1,000$1,000
Thomas C HofstetterTrustee$1,000$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,567
Other Revenue
$0
Change in Net Assets
$7,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,610
Other Expenses$3,713
Salaries, Compensation, and Employee Benefits$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,610--$16,610
Current Officers, Directors, Trustees, and Key Employees$1,500$1,500-$3,000
Fees for Services Accounting-$1,750-$1,750
Fees for Services Other-$1,124-$1,124
Other Expenses-$439-$439
Insurance-$400-$400
Total Functional Expenses$18,110$5,213$0$23,323
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 35% controlled entity
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
CO SHERWOOD GARLICK 65 JESUP RO, WESTPORT, CT 06880

Signing Officer

Name
Richard Diviney
Title
Trustee
Phone
2032279585
Signed
2022-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard J Diviney
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
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

Financial Statement Notes

PART V, LINE 4:

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

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/Form990ScheduleAPartVIGrp/ExplanationTxt1AS PER THE GOVERNING TRUST DOCUMENT, THE TRUST'S FISCAL INCOME IS REQUIRED TO BE DISTRIBUTED ANNUALLY. THE ANNUAL INCOME AMOUNT IS NOT CALCULATED UNTIL AFTER FISCAL YEAR-END AND DISTRIBUTED IN THE SUBSEQUENT FISCAL YEAR.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V SECTION E, LINE 6
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0846741
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0728609
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt013126
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt011591
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0861944
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0761168
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt030168
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt026641
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0875070
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0772759
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt030168
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt026641
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066002128
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016610
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTPORT CT BOARD OF EDUCATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt016610
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03713
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0721908
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0729152
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016610
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt030567
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06569
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0701995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0721908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026179
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0704248
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0701995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt023302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04011
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0698401
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0704248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt025844
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03013
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0708358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0698401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt024936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019492
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0697191
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/TotalBookValueSecuritiesAmt0697191
IRS990ScheduleI/GrantRecordsMaintainedInd00
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0721908
IRS990/TotalAssetsEOYAmt0729152
IRS990/TotalAssetsGrp/BOYAmt0721908
IRS990/TotalAssetsGrp/EOYAmt0729152
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05213
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018110
IRS990/TotalFunctionalExpensesGrp/TotalAmt023323
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0721908
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0729152
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018110
IRS990/TotalReportableCompFromOrgAmt03000
IRS990/TotalRevenueGrp/ExclusionAmt030567
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030567
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0721908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0729152
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/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-23
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$729,152
Liabilities
$0
Net assets
$729,152
Revenue
$30,567
Expenses
$23,323
Net income
$7,244
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