Civic Intelligence

Horace Staples Trust

990 • Fiscal year 2023 • EIN 06-6039258

May 01, 2022 to Apr 30, 2023 • Filed on Jun 28, 2023

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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$1,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

59th percentile

5.3%

Faster asset growth than 59% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

45%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$767,544

Up $38,392 (+5.3%) from 2022

Net Assets

Up

$767,544

Up $38,392 (+5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin96th percentile

Revenue

Up

$44,350

Up $13,783 (+45%) from 2022

Expenses

Down

$5,958

Down $17,365 (-74%) from 2022

Net Income

Up

$38,392

Up $31,148 (+430%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$767,544
Liabilities$0
Net Assets$767,544
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$44,350
Expenses$5,958
Net Income$38,392
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Jun 28, 2023
Return Version
2022v5.0
Gross Receipts
$149,730
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$697,191$765,966▲ $68,775
Cap Stk Tr Prin Current Funds$722,288$722,288→ $0
Rtn Earn Endowment Incm Other Fnds$6,864$45,256▲ $38,392
Cash and Non-Interest-Bearing Accounts$31,961$1,578▼ $30,383
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$729,152$767,544▲ $38,392
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$729,152$767,544▲ $38,392
Total Liabilities and Net Assets / Fund Balance$729,152$767,544▲ $38,392

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$765,966--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$729,152-▲ $44,351$2,000$765,966
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
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
Rj DivineyTrustee$1,000$1,000
Samuel GaultTrustee$1,000$1,000

Board Members and Trustees

NameTitle
Thomas C HofstetterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$44,350
Other Revenue
$0
Change in Net Assets
$38,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,958
Salaries, Compensation, and Employee Benefits$2,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,000$1,000-$2,000
Fees for Services Accounting-$1,800-$1,800
Fees for Services Other-$1,006-$1,006
Fees for Services Legal-$750-$750
Insurance-$300-$300
Other Expenses-$102-$102
Total Functional Expenses$1,000$4,958$0$5,958
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
2023-06-28
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

Additional Explanations

Form 990, Part IX, Line 11G

“Probate accounting: program service expenses 0. Management and general expenses 1,006. Fundraising expenses 0. Total expenses 1,006.”

Financial Statement Notes

PART V, LINE 4:

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

Raw XML AppendixShowing 400 of 422 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/ExplanationTxt0THE ORGANIZATION HAS MAINTAINED AN HISTORIC AND CONTINUING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BECAUSE THE ORGANIZATION WAS SOLELY ESTABLISHED WITH ITS PURPOSE TO DISTRIBUTE ITS ANNUAL INCOME TO THE SUPPORTED ORGANIZATION.
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/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0800514
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0846741
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt012685
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt013126
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0832975
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0861944
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt029154
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt030168
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0845660
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0875070
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt029154
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt030168
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066002128
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTPORT CT BOARD OF EDUCATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03958
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0729152
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0765966
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt044351
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03713
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0721908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0729152
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt016610
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030567
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06569
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0701995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0721908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026179
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0704248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0701995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt023302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0698401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0704248
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt025844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0750
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0765966
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/TotalBookValueSecuritiesAmt0765966
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/ExplanationTxt2PROBATE ACCOUNTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,006. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,006.
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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
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IRS990/TotalAssetsEOYAmt0767544
IRS990/TotalAssetsGrp/BOYAmt0729152
IRS990/TotalAssetsGrp/EOYAmt0767544
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04958
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01000
IRS990/TotalFunctionalExpensesGrp/TotalAmt05958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0729152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0767544
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01000
IRS990/TotalReportableCompFromOrgAmt02000
IRS990/TotalRevenueGrp/ExclusionAmt062211
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-17861
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044350
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0729152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0767544
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/BusinessOfficerGrp/SignatureDt02023-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE STAPLES TRUST
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$767,544
Liabilities
$0
Net assets
$767,544
Revenue
$44,350
Expenses
$5,958
Net income
$38,392
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