Civic Intelligence

J Kirby Simon Foreign Service Trust

990EZ • Fiscal year 2014 • EIN 06-6414554

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 06, 2015

Organization ProfileWWW.KIRBYSIMONTRUST.ORG
93 Edgehill RoadNew Haven, CT 06511

(203) 787-6768

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$64,094

Down $7,292 (-10%) from 2013

Net Assets

Down

$64,094

Down $7,292 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin21st percentile

Revenue

Down

$63,521

Down $9,680 (-13%) from 2013

Expenses

Up

$70,813

Up $3,818 (+5.7%) from 2013

Net Income

Down

-$7,292

Down $13,498 (-217%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$300K$200K$100K$0Assets 2010: $93,121Liabilities 2010: $02010Assets 2011: $92,452Liabilities 2011: $02011Assets 2012: $65,180Liabilities 2012: $02012Assets 2013: $71,386Liabilities 2013: $0Net Assets 2013: $71,3862013Assets 2014: $64,094Liabilities 2014: $0Net Assets 2014: $64,0942014Assets 2015: $81,029Liabilities 2015: $0Net Assets 2015: $81,0292015Assets 2016: $51,309Liabilities 2016: $0Net Assets 2016: $51,3092016Assets 2017: $38,144Liabilities 2017: $0Net Assets 2017: $38,1442017Assets 2018: $89,583Liabilities 2018: $0Net Assets 2018: $89,5832018Assets 2019: $69,419Liabilities 2019: $0Net Assets 2019: $69,4192019Assets 2020: $101,989Liabilities 2020: $0Net Assets 2020: $101,9892020Assets 2021: $72,118Liabilities 2021: $0Net Assets 2021: $72,1182021Assets 2022: $130,448Liabilities 2022: $0Net Assets 2022: $130,4482022Assets 2023: $170,550Liabilities 2023: $0Net Assets 2023: $170,5502023Assets 2024: $363,076Liabilities 2024: $0Net Assets 2024: $363,0762024

Highlighted filing

2014

Assets$64,094
Liabilities$0
Net Assets$64,094
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $69,457Expenses 2010: $153,321Net Income 2010: -$83,8642010Revenue 2011: $57,000Expenses 2011: $110,013Net Income 2011: -$53,0132011Revenue 2012: $86,070Expenses 2012: $115,327Net Income 2012: -$29,2572012Revenue 2013: $73,201Expenses 2013: $66,995Net Income 2013: $6,2062013Revenue 2014: $63,521Expenses 2014: $70,813Net Income 2014: -$7,2922014Revenue 2015: $87,416Expenses 2015: $70,481Net Income 2015: $16,9352015Revenue 2016: $75,320Expenses 2016: $105,040Net Income 2016: -$29,7202016Revenue 2017: $90,901Expenses 2017: $104,066Net Income 2017: -$13,1652017Revenue 2018: $136,663Expenses 2018: $85,224Net Income 2018: $51,4392018Revenue 2019: $66,551Expenses 2019: $86,715Net Income 2019: -$20,1642019Revenue 2020: $84,826Expenses 2020: $52,256Net Income 2020: $32,5702020Revenue 2021: $70,957Expenses 2021: $100,828Net Income 2021: -$29,8712021Revenue 2022: $116,580Expenses 2022: $58,250Net Income 2022: $58,3302022Revenue 2023: $125,708Expenses 2023: $85,606Net Income 2023: $40,1022023Revenue 2024: $274,417Expenses 2024: $81,891Net Income 2024: $192,5262024

Highlighted filing

2014

Revenue$63,521
Expenses$70,813
Net Income-$7,292
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Gross Receipts
$63,521
Mission and Program Overview

Mission

Support of projects initiated and carried ut by foreign service personnel or their family members.

Support of projects initiated and carried out by foreign service personnel or their family members.

Program Services

DescriptionGrantsExpenses
SEE ATTACHED LIST OF PROGRAMS FUNDED$65,373$3,133
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIISA ECOLATrustee-$0--
CYNTHIA ELYTrustee-$0--
HERBERT J HANSELLTrustee-$0--
GEORGE P KENTTrustee-$0--
COLETTE MARCELLINTrustee-$0--
JOHN DANIEL MORRISTrustee-$0--
COURTNEY NEMROFFTrustee-$0--
KATHLEEN S SHEEHANTrustee-$0--
CLAIRE B SIMONTrustee-$0--
JOHN G SIMONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
J Kirby Simon Foreign Service Trust
EIN
06-6414554
Phone
2037876768
Address
93 EDGEHILL ROAD, NEW HAVEN, CT 06511

Signing Officer

Name
Liisa Ecola
Title
Trustee
Phone
2037876768
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Marianela Del Pino-rivera CPA
Address
PO BOX 788, BOWIE, MD 20718
Preparer
Marianela Del Pino-rivera CPA
Phone
3012621500
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“See schedule attached as pdf grants various none 67680.”

Form 990EZ, Part I, Line 16

“Board meetings 555. Bank charges 178.”

Raw XML Appendix168 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW HAVEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIISA ECOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA ELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HERBERT J HANSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE P KENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLETTE MARCELLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN DANIEL MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6COURTNEY NEMROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHLEEN S SHEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CLAIRE B SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOHN G SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF PROJECTS INITIATED AND CARRIED OUT BY FOREIGN SERVICE PERSONNEL OR THEIR FAMILY MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE ATTACHED LIST OF PROGRAMS FUNDED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03133
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070813
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IRS990EZ/TotalRevenueAmt063521
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086070
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0339249
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.92730
IRS990ScheduleA/PublicSupportTotal170Amt0276389
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063521
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE ATTACHED AS PDF GRANTS VARIOUS NONE 67680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEETINGS 555. BANK CHARGES 178.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LIISA ECOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037876768
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J KIRBY SIMON FOREIGN SERVICE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JKIR
ReturnHeader/Filer/EIN0066414554
ReturnHeader/Filer/PhoneNum02037876768
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ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
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ReturnHeader/Filer/USAddress/ZIPCd006511
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020718
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANELA DEL PINO-RIVERA CPA
ReturnHeader/ReturnTs02015-08-07T12:54:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$64,094
Liabilities
$0
Net assets
$64,094
Revenue
$63,521
Expenses
$70,813
Net income
-$7,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$2.74$0.82$1.93
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.26$0.86$0.40
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.17$0.58$0.58
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.71$1.01$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.85$0.52$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.67$0.87$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.37$0.85$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.91$1.04$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.75$1.05$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.87$0.70$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.64$0.71$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.73$0.67$0.06
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.86$1.15$0.29
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.57$1.10$0.53
2010Summary only. Only limited summary data is available for this year.$0.93$0.00$0.69$1.53$0.84