Civic Intelligence

Bruce and Janet Sargent Foundation

990PF • Fiscal year 2021 • EIN 06-1553701

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization Profile
1 Dorchester RoadDarien, CT 06820

(203) 221-6003

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

90th percentile

62%

Higher net margin than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

203%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$208,755

Up $23,752 (+13%) from 2020

Net Assets

Up

$208,755

Up $23,752 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Up

$174,748

Up $117,005 (+203%) from 2020

Expenses

Up

$66,550

Up $9,483 (+17%) from 2020

Net Income

Up

$108,198

Up $107,522 (+15906%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2021

Assets$208,755
Liabilities$0
Net Assets$208,755
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$174,748
Expenses$66,550
Net Income$108,198
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE SARGENTPresident-$0--
JANET SARGENTVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED-VARIOUS CITIES, NY, US$66,200
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
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Reitman & Belkin LLP
Address
420 Lexington Avenue Suite 626, New York, NY 10170
Preparer
David Belkin
Phone
2125990410
Raw XML Appendix318 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE SARGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET SARGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0453126
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069927
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0168721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0110903
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058090
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0570626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0512536
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BRUCE JANET SARGENT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BRUCE JANET SARGENT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2BRUCE JANET SARGENT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3BRUCE JANET SARGENT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 DORCHESTER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 DORCHESTER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21 DORCHESTER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt31 DORCHESTER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DARIEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1DARIEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2DARIEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3DARIEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006820
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd106820
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd206820
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd306820
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010806
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt116735
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt240242
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt335000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010806
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt116735
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt240242
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt335000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0400 shrs Covetrus Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1250 shrs Otis Worldwide Corp
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2300 shrs Applied Materials Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3500 Shrs Henry Schein Inc.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-11-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-11-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-04-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-04-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt084446
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTION COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1282
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1282
TaxesSchedule/TaxesDetail/Amt0350
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0350
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SARGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
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/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/PreparerPersonNm0David Belkin
ReturnHeader/ReturnTs02022-05-13T10:30:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARGENT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,755
Liabilities
$0
Net assets
$208,755
Revenue
$174,748
Expenses
$66,550
Net income
$108,198
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