Civic Intelligence

William and Lesley King Foundation

990PF • Fiscal year 2015 • EIN 46-1595598

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 11, 2016

C/O Masotti 1100 Summer StreetStamford, CT 06905

(203) 698-1152

Siviq Scores

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

Liabilities / Assets

50th percentile

0.04x

Higher debt load relative to assets than 50% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

1184%

Higher net margin than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

11th percentile

-10%

Faster asset growth than 11% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$2,504,645

Down $285,659 (-10%) from 2014

Net Assets

$2,404,645

No earlier filing loaded for comparison.

Liabilities

Up

$100,000

Up $100,000 from 2014

Revenue

Down

-$22,399

Down $81,536 (-138%) from 2014

Expenses

Up

$242,789

Up $82,139 (+51%) from 2014

Net Income

Down

-$265,188

Down $163,675 (-161%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,003,525Liabilities 2012: $02012Assets 2013: $2,891,817Liabilities 2013: $02013Assets 2014: $2,790,304Liabilities 2014: $02014Assets 2015: $2,504,645Liabilities 2015: $100,000Net Assets 2015: $2,404,6452015Assets 2016: $1,862,212Liabilities 2016: $100,000Net Assets 2016: $1,762,2122016Assets 2017: $1,601,906Liabilities 2017: $100,000Net Assets 2017: $1,501,9062017Assets 2018: $1,431,106Liabilities 2018: $102,500Net Assets 2018: $1,328,6062018Assets 2019: $1,265,943Liabilities 2019: $1Net Assets 2019: $1,265,9432019Assets 2020: $1,052,946Liabilities 2020: $1Net Assets 2020: $1,052,9462020Assets 2021: $789,533Liabilities 2021: $1Net Assets 2021: $789,5332021Assets 2022: $640,404Liabilities 2022: $1Net Assets 2022: $640,4042022Assets 2023: $431,510Liabilities 2023: $1Net Assets 2023: $431,5102023Assets 2024: $307,061Liabilities 2024: $0Net Assets 2024: $307,0612024

Highlighted filing

2015

Assets$2,504,645
Liabilities$100,000
Net Assets$2,404,645

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $3,003,525Expenses 2012: $0Net Income 2012: $3,003,5252012Revenue 2013: $55,495Expenses 2013: $167,203Net Income 2013: -$111,7082013Revenue 2014: $59,137Expenses 2014: $160,650Net Income 2014: -$101,5132014Revenue 2015: -$22,399Expenses 2015: $242,789Net Income 2015: -$265,1882015Revenue 2016: $42,944Expenses 2016: $649,140Net Income 2016: -$606,1962016Revenue 2017: $42,159Expenses 2017: $298,488Net Income 2017: -$256,3292017Revenue 2018: $65,302Expenses 2018: $236,650Net Income 2018: -$171,3482018Revenue 2019: $179,050Expenses 2019: $241,713Net Income 2019: -$62,6632019Revenue 2020: $74,332Expenses 2020: $287,329Net Income 2020: -$212,9972020Revenue 2021: $1,511Expenses 2021: $264,924Net Income 2021: -$263,4132021Revenue 2022: $2,760Expenses 2022: $151,889Net Income 2022: -$149,1292022Revenue 2023: $6,194Expenses 2023: $215,088Net Income 2023: -$208,8942023Revenue 2024: $9,513Expenses 2024: $133,962Net Income 2024: -$124,4492024

Highlighted filing

2015

Revenue-$22,399
Expenses$242,789
Net Income-$265,188
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KINGTrustee-$0--
LESLEY KINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William and Lesley King Foundation
EIN
46-1595598
Phone
2036981152
Address
C/O MASOTTI 1100 SUMMER STREET, STAMFORD, CT 06905

Signing Officer

Name
William King
Title
Trustees
Phone
2036981152
Signed
2016-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Masotti & Masotti LLC
Address
1100 SUMMER STREET, STAMFORD, CT 06905
Preparer
John K Toal
Phone
2033231191
Raw XML Appendix349 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
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), THE WILLIAM AND LESLEY KING FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PROCEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS._____________________________________________ WINTHROP H. SMITH, PRINCIPAL MANAGER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LESLEY KING
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LESLEY KING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt073500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRINITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1STONE BARNS CENTER FOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MASTERS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LIVINGSTON RIPLEY WATERFOWL CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CONVENT OF SACRED HEART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1630 BEDFORD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt249 CLINTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3800 BOYLSTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt455 DUCK POND RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51177 KING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DOBBS FERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LITCHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110591
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210522
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506831
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0218500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0125877
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021287
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071336
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071336
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0218500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071336
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071336
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021287
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018889
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018889
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum02036981152
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM AND LESLEY KING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0461595598
ReturnHeader/Filer/PhoneNum02036981152
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MASOTTI 1100 SUMMER STREET
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006905
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060769038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASOTTI & MASOTTI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 SUMMER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006905
ReturnHeader/PreparerPersonGrp/PhoneNum02033231191
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN K TOAL
ReturnHeader/ReturnTs02016-10-17T14:04:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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