Civic Intelligence

Bruce and Janet Sargent Foundation

990PF • Fiscal year 2024 • EIN 06-1553701

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-3.5%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$215,785

Up $22,186 (+11%) from 2023

Net Assets

Up

$215,785

Up $22,186 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin91st percentile

Revenue

Down

$193,930

Down $7,061 (-3.5%) from 2023

Expenses

Up

$94,106

Up $27,138 (+41%) from 2023

Net Income

Down

$99,824

Down $34,199 (-26%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2024

Assets$215,785
Liabilities$0
Net Assets$215,785
Open 2024 Filing

Operations Trend

Revenue Growth40th 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

2024

Revenue$193,930
Expenses$94,106
Net Income$99,824
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-11-13
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/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02032216003
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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/Amt090700
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/TotalGrantOrContriPdDurYrAmt090700
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/AppliedToCurrentYearAmt011154
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt079990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt069927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0319140
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt079546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt079990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045485
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt079546
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0389067
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0309521
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt079038
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST FOR CONTRIBUTED SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-526
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-526
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01276
TaxesSchedule/TaxesDetail/Amt1123
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01276
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1123
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SARGENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
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/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/ReturnTs02024-11-13T11:55:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,785
Liabilities
$0
Net assets
$215,785
Revenue
$193,930
Expenses
$94,106
Net income
$99,824
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