Civic Intelligence

Bruce and Janet Sargent Charitable Foundation

EIN 06-1553701 • Darien, CT

1 Dorchester RoadDarien, CT 06820
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

35th percentile

-13%

Faster asset growth than 35% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-7.0%

Faster revenue growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$187,840

Down $27,945 (-13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$187,840

Down $27,945 (-13%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Down

$180,318

Down $13,612 (-7.0%) from 2024

Expenses

Up

$132,811

Up $38,705 (+41%) from 2024

Net Income

Down

$47,507

Down $52,317 (-52%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $358,431Liabilities 2012: $02012Assets 2013: $380,758Liabilities 2013: $02013Assets 2014: $404,432Liabilities 2014: $02014Assets 2015: $379,107Liabilities 2015: $02015Assets 2016: $288,020Liabilities 2016: $02016Assets 2019: $216,761Liabilities 2019: $0Net Assets 2019: $216,7612019Assets 2020: $185,003Liabilities 2020: $0Net Assets 2020: $185,0032020Assets 2021: $208,755Liabilities 2021: $0Net Assets 2021: $208,7552021Assets 2022: $150,156Liabilities 2022: $0Net Assets 2022: $150,1562022Assets 2023: $193,599Liabilities 2023: $0Net Assets 2023: $193,5992023Assets 2024: $215,785Liabilities 2024: $0Net Assets 2024: $215,7852024Assets 2025: $187,840Liabilities 2025: $0Net Assets 2025: $187,8402025

Highlighted filing

2025

Assets$187,840
Liabilities$0
Net Assets$187,840
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $55,543Expenses 2012: $89,335Net Income 2012: -$33,7922012Revenue 2013: $154,576Expenses 2013: $90,347Net Income 2013: $64,2292013Revenue 2014: $236,695Expenses 2014: $119,326Net Income 2014: $117,3692014Revenue 2015: $164,215Expenses 2015: $128,386Net Income 2015: $35,8292015Revenue 2016: $29,220Expenses 2016: $120,307Net Income 2016: -$91,0872016Revenue 2019: $141,401Expenses 2019: $81,902Net Income 2019: $59,4992019Revenue 2020: $57,743Expenses 2020: $57,067Net Income 2020: $6762020Revenue 2021: $174,748Expenses 2021: $66,550Net Income 2021: $108,1982021Revenue 2022: $70,861Expenses 2022: $94,917Net Income 2022: -$24,0562022Revenue 2023: $200,991Expenses 2023: $66,968Net Income 2023: $134,0232023Revenue 2024: $193,930Expenses 2024: $94,106Net Income 2024: $99,8242024Revenue 2025: $180,318Expenses 2025: $132,811Net Income 2025: $47,5072025

Highlighted filing

2025

Revenue$180,318
Expenses$132,811
Net Income$47,507
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,840
Liabilities
$0
Net assets
$187,840
Revenue
$180,318
Expenses
$132,811
Net income
$47,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$1.80$1.33$0.48
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.94$0.94$1.00
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.01$0.67$1.34
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.71$0.95$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.75$0.67$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.58$0.57$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$1.41$0.82$0.59
2016Summary only. Only limited summary data is available for this year.$2.88$0.00$0.29$1.20$0.91
2015Summary only. Only limited summary data is available for this year.$3.79$0.00$1.64$1.28$0.36
2014Summary only. Only limited summary data is available for this year.$4.04$0.00$2.37$1.19$1.17
2013Summary only. Only limited summary data is available for this year.$3.81$0.00$1.55$0.90$0.64
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.56$0.89$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE SARGENTPresident-$0--
JANET SARGENTVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bruce and Janet Sargent
EIN
06-1553701
Phone
2032216003
Address
1 DORCHESTER ROAD, DARIEN, CT 06820

Signing Officer

Name
Bruce Sargent
Title
President
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Reitman & Belkin LLP
Address
420 Lexington Avenue Suite 626, New York, NY 10170
Preparer
Richard Reitman
Phone
2125990410
Raw XML Appendix307 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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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 DORCHESTER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DARIEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRUCE SARGENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02032216003
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Bruce and Janet Sargent Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02125990410
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 Dorchester Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Darien
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SPECIFIC DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0129300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ENCLOSED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS ADDRESSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010170
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0129300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011633
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt079546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt079990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt058090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0391322
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0117667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt079990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058090
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0117667
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0436807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0319140
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt075452
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST FOR CONTRIBUTED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-109
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-109
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02000
TaxesSchedule/TaxesDetail/Amt01448
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01448
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt148
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SARGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE AND JANET SARGENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0061553701
ReturnHeader/Filer/PhoneNum02032216003
ReturnHeader/Filer/USAddress/AddressLine1Txt01 DORCHESTER ROAD
ReturnHeader/Filer/USAddress/CityNm0DARIEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006820
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113460692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reitman & Belkin LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 Lexington Avenue Suite 626
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010170
ReturnHeader/PreparerPersonGrp/PhoneNum02125990410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Reitman
ReturnHeader/ReturnTs02025-10-30T08:38:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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