Civic Intelligence

Bruce and Janet Sargent Foundation

990PF • Fiscal year 2023 • EIN 06-1553701

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

29%

Faster asset growth than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

184%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$193,599

Up $43,443 (+29%) from 2022

Net Assets

Up

$193,599

Up $43,443 (+29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin93rd percentile

Revenue

Up

$200,991

Up $130,130 (+184%) from 2022

Expenses

Down

$66,968

Down $27,949 (-29%) from 2022

Net Income

Up

$134,023

Up $158,079 (+657%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2023

Assets$193,599
Liabilities$0
Net Assets$193,599
Open 2023 Filing

Operations Trend

Revenue Growth94th 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

2023

Revenue$200,991
Expenses$66,968
Net Income$134,023
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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$64,900
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
2023-11-15
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 Appendix310 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150 EXON MOBIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12.512 ROYAL VALUE TRUST INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 CITIGROUP INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100 CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71500 ROYAL GLOBAL VALUE TR
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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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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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/Amt064900
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/TotalGrantOrContriPdDurYrAmt064900
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/AppliedToCurrentYearAmt08871
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt079990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt069927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0168721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0168721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0309521
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt069927
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056029
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0478242
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0422213
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt090638
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST FOR CONTRIBUTED SECURITIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-503
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-503
OtherIncreasesSchedule/OtherIncreasesDetail/Amt058
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cost Adjustment
TaxesSchedule/TaxesDetail/Amt0168
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0168
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SARGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/PreparerPersonNm0David Belkin
ReturnHeader/ReturnTs02023-11-15T07:36:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SARGENT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,599
Liabilities
$0
Net assets
$193,599
Revenue
$200,991
Expenses
$66,968
Net income
$134,023
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits