Civic Intelligence

J Kirby Simon Foreign Service Trust

990 • Fiscal year 2018 • EIN 06-6414554

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 19, 2019

Organization ProfileN/A
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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$5,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

93rd percentile

135%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$89,583

Up $51,439 (+135%) from 2017

Net Assets

Up

$89,583

Up $51,439 (+135%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin87th percentile

Revenue

Up

$136,663

Up $45,762 (+50%) from 2017

Expenses

Down

$85,224

Down $18,842 (-18%) from 2017

Net Income

Up

$51,439

Up $64,604 (+491%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2018

Assets$89,583
Liabilities$0
Net Assets$89,583
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$136,663
Expenses$85,224
Net Income$51,439
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 19, 2019
Return Version
2018v3.1
Gross Receipts
$136,663
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$38,144$89,582▲ $51,438
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$38,144$89,583▲ $51,439
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$38,144$89,583▲ $51,439
Total Net Assets Fund Balance$38,144$89,583▲ $51,439
Total Liabilities and Net Assets / Fund Balance$38,144$89,583▲ $51,439
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
Kathleen SheehanTrustee$5,000$5,000
Liisa EcolaTrustee$5,000$5,000

Board Members and Trustees

NameTitle
Claire B SimonTrustee
Colette MarcelinTrustee
Courtney RemnoffTrustee
Cynthia ElyTrustee
George P KentTrustee
John Daniel MorrisTrustee
John G SimonTrustee
Mikkela ThompsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$136,646
Program Service Revenue
$0
Investment Income
$17
Other Revenue
$0
All Other Contributions
$135,430
Change in Net Assets
$51,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,830
Salaries, Compensation, and Employee Benefits$10,000
Other Expenses$5,394
Total Fundraising Expense$930
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$69,830--$69,830
Current Officers, Directors, Trustees, and Key Employees$10,000--$10,000
Fees for Services Accounting-$1,899-$1,899
Fees for Services Other$958-$930$1,888
Office Expenses$1,259--$1,259
Advertising$348--$348
Total Functional Expenses$82,395$1,899$930$85,224
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, Page 6, Part VI, Line 2

“John simon claire simon trustee trustee husband and wife”

Form 990, Page 6, Part VI, Line 7A

“All trustees are allowed to vote on new members of the governing board.”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by two of the trustees before sending to remaining members of the governing board.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

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

Signing Officer

Name
Liisa Ecola
Title
Trustee
Phone
2037876768
Signed
2019-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liisa Ecola
Formed
1995
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Marianela Del Pino-rivera CPA
Address
PO BOX 788, BOWIE, MD 20718-0788
Preparer
Marianela Del Pino-rivera CPA
Phone
3012621500
Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN SIMON CLAIRE SIMON TRUSTEE TRUSTEE HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TRUSTEES ARE ALLOWED TO VOTE ON NEW MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY TWO OF THE TRUSTEES BEFORE SENDING TO REMAINING MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt089583
IRS990/USAddress/AddressLine1Txt0911 C ST NE
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020002
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIISA ECOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037876768
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J KIRBY SIMON FOREIGN SERVICE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JKIR
ReturnHeader/Filer/EIN0066414554
ReturnHeader/Filer/PhoneNum02037876768
ReturnHeader/Filer/USAddress/AddressLine1Txt093 EDGEHILL ROAD
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006511
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId053544A58178275E141E352FDDD0453D13DBF3129
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A7AAEF22D615B0B14BD0C2C928F8A49A1C91609
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:39:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521462186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIANELA DEL PINO-RIVERA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 788
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0207180788
ReturnHeader/PreparerPersonGrp/PhoneNum03012621500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANELA DEL PINO-RIVERA CPA
ReturnHeader/ReturnTs02019-08-19T08:39:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$89,583
Liabilities
$0
Net assets
$89,583
Revenue
$136,663
Expenses
$85,224
Net income
$51,439
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