J Kirby Simon Foreign Service Trust

990EZ • Fiscal year 2013 • EIN 06-6414554

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2015

Organization Profile WWW.KIRBYSIMONTRUST.ORG

93 Edgehill RoadWashington, DC 06511

(203) 787-6768

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

8.5%

Higher net margin than 62% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

9.5%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-15%

Faster revenue growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$71,386

Up $6,206 (+9.5%) from 2012

Net Assets

$71,386

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin62nd percentile

Revenue

Down

$73,201

Down $12,869 (-15%) from 2012

Expenses

Down

$66,995

Down $48,332 (-42%) from 2012

Net Income

$6,206

Up $35,463 (+121%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2013

Assets$71,386

Liabilities$0

Net Assets$71,386

Open 2013 Filing

Operations Trend

Revenue Growth27th percentile

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

Highlighted filing

2013

Revenue$73,201

Expenses$66,995

Net Income$6,206

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Aug 4, 2015
Return Version: 2013v4.0
Gross Receipts: $73,201

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

Description	Grants	Expenses
SEE ATTACHED LIST OF PROGRAMS FUNDED	$63,036	$3,959

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LIISA ECOLA	Trustee	-	$0	-	-
CYNTHIA ELY	Trustee	-	$0	-	-
HERBERT J HANSELL	Trustee	-	$0	-	-
GEORGE P KENT	Trustee	-	$0	-	-
COLETTE MARCELLIN	Trustee	-	$0	-	-
JOHN DANIEL MORRIS	Trustee	-	$0	-	-
COURTNEY NEMROFF	Trustee	-	$0	-	-
KATHLEEN S SHEEHAN	Trustee	-	$0	-	-
CLAIRE B SIMON	Trustee	-	$0	-	-
JOHN G SIMON	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 06-6414554
Phone: 2037876768

Signing Officer

Name: Liisa Ecola
Title: Trustee
Phone: 2037876768
Signed: 2015-08-04
Discuss with paid preparer: Yes

Preparer

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 63036.”

Form 990EZ, Part I, Line 16

“Board meetings 510. Advertising 2254. Bank charges 29.”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	9	5.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	9	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	CYNTHIA ELY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	GEORGE P KENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	COLETTE MARCELLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	JOHN DANIEL MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	COURTNEY NEMROFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	KATHLEEN S SHEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	CLAIRE B SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	JOHN G SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	2793
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	SUPPORT OF PROJECTS INITIATED AND CARRIED OUT BY FOREIGN SERVICE PERSONNEL OR THEIR FAMILY MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt	0	1166
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SEE ATTACHED LIST OF PROGRAMS FUNDED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd	0	X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	63036
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	3959
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	66995
IRS990EZ/TotalProgramServiceExpensesAmt	0	3959
IRS990EZ/TotalRevenueAmt	0	73201
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.KIRBYSIMONTRUST.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	73201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	86070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	47000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	69457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	123499
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	399227
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
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IRS990ScheduleA/PublicSupportCY170Pct	0	0.92730
IRS990ScheduleA/PublicSupportCY509Pct	0	0
IRS990ScheduleA/PublicSupportPY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	370197
IRS990ScheduleA/PublicSupportTotal509Amt	0	0
IRS990ScheduleA/SubstantialContributorsTotAmt	0	29030
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	73201
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	47000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	123499
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	399227
IRS990ScheduleA/TotalSupportAmt	0	399227
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	SEE SCHEDULE ATTACHED AS PDF GRANTS VARIOUS NONE 63036.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	BOARD MEETINGS 510. ADVERTISING 2254. BANK CHARGES 29.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LIISA ECOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2037876768
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	J KIRBY SIMON FOREIGN SERVICE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	JKIR
ReturnHeader/Filer/EIN	0	066414554
ReturnHeader/Filer/PhoneNum	0	2037876768
ReturnHeader/Filer/USAddress/AddressLine1	0	93 EDGEHILL ROAD
ReturnHeader/Filer/USAddress/City	0	NEW HAVEN
ReturnHeader/Filer/USAddress/State	0	CT
ReturnHeader/Filer/USAddress/ZIPCode	0	06511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MARIANELA DEL PINO-RIVERA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 788
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	BOWIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	20718
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3012621500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARIANELA DEL PINO-RIVERA CPA
ReturnHeader/ReturnTs	0	2015-08-07T17:38:23-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $71,386
Liabilities: $0
Net assets: $71,386
Revenue: $73,201
Expenses: $66,995
Net income: $6,206

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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