Civic Intelligence

J Kirby Simon Foreign Service Trust

990 • Fiscal year 2020 • EIN 06-6414554

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$5,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

47%

Faster asset growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$101,989

Up $32,570 (+47%) from 2019

Net Assets

Up

$101,989

Up $32,570 (+47%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin83rd percentile

Revenue

Up

$84,826

Up $18,275 (+27%) from 2019

Expenses

Down

$52,256

Down $34,459 (-40%) from 2019

Net Income

Up

$32,570

Up $52,734 (+262%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$101,989
Liabilities$0
Net Assets$101,989
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$84,826
Expenses$52,256
Net Income$32,570
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.0
Gross Receipts
$84,826
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$69,419$101,989▲ $32,570
Total Assets$69,419$101,989▲ $32,570
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,419$101,989▲ $32,570
Total Net Assets Fund Balance$69,419$101,989▲ $32,570
Total Liabilities and Net Assets / Fund Balance$69,419$101,989▲ $32,570
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
Amy YenkinTrustee
Claire B SimonTrustee
Colette MarcellinTrustee
Courtney NemroffTrustee
Cynthia ElyTrustee
Dana FrancisTrustee
George P KentTrustee
Gregory MilneTrustee
John Daniel MorrisTrustee
John G SimonTrustee
Mikkela ThompsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$84,805
Program Service Revenue
$0
Investment Income
$21
Other Revenue
$0
All Other Contributions
$83,552
Change in Net Assets
$32,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,788
Salaries, Compensation, and Employee Benefits$10,000
Other Expenses$2,468
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$39,788--$39,788
Other Salaries and Wages$10,000--$10,000
Fees for Services Accounting-$2,039-$2,039
Advertising$300--$300
Office Expenses$129--$129
Total Functional Expenses$50,217$2,039$0$52,256
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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, 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
2021-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liisa Ecola
Formed
1995
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
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
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Awarded 39,788 grants to support 24 projects”

Raw XML Appendix355 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/ExplanationTxt0AWARDED 39,788 GRANTS TO SUPPORT 24 PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOHN SIMON CLAIRE SIMON TRUSTEE TRUSTEE HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL TRUSTEES ARE ALLOWED TO VOTE ON NEW MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS REVIEWED BY TWO OF THE TRUSTEES BEFORE SENDING TO REMAINING MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt069419
IRS990/TotalAssetsEOYAmt0101989
IRS990/TotalAssetsGrp/BOYAmt069419
IRS990/TotalAssetsGrp/EOYAmt0101989
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt084805
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02039
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050217
IRS990/TotalFunctionalExpensesGrp/TotalAmt052256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069419
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0101989
IRS990/TotalOtherProgSrvcExpenseAmt010000
IRS990/TotalProgramServiceExpensesAmt050217
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt084826
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101989
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0911 C ST NE
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020002
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIISA ECOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037876768
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-05
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/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/PreparationDt02021-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANELA DEL PINO-RIVERA CPA
ReturnHeader/ReturnTs02021-10-09T08:13:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LIISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ECOLA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,989
Liabilities
$0
Net assets
$101,989
Revenue
$84,826
Expenses
$52,256
Net income
$32,570
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