Civic Intelligence

The Sarton Fund

990PF • Fiscal year 2013 • EIN 11-3281507

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 27, 2014

Organization Profile
136 Irving StreetCambridge, MA 02138

(617) 576-5000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

158%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$622,629

Up $62,564 (+11%) from 2012

Net Assets

Up

$622,629

Up $62,564 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin62nd percentile

Revenue

$24,917

No earlier filing loaded for comparison.

Expenses

Up

$22,669

Up $7,827 (+53%) from 2012

Net Income

$2,248

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$800K$600K$400K$200K$0Assets 2011: $303,277Liabilities 2011: $02011Assets 2012: $560,065Liabilities 2012: $0Net Assets 2012: $560,0652012Assets 2013: $622,629Liabilities 2013: $0Net Assets 2013: $622,6292013Assets 2014: $646,634Liabilities 2014: $1,5002014Assets 2015: $618,036Liabilities 2015: $2,568Net Assets 2015: $615,4682015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$622,629
Liabilities$0
Net Assets$622,629
Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $3,731Expenses 2011: $11,958Net Income 2011: -$8,2272011Expenses 2012: $14,8422012Revenue 2013: $24,917Expenses 2013: $22,669Net Income 2013: $2,2482013Revenue 2014: $15,411Expenses 2014: $21,624Net Income 2014: -$6,2132014Revenue 2015: $18,660Expenses 2015: $33,814Net Income 2015: -$15,1542015Revenue 2016: $130,328Expenses 2016: $658,873Net Income 2016: -$528,5452016

Highlighted filing

2013

Revenue$24,917
Expenses$22,669
Net Income$2,248
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 27, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE C BERLOWITZPresident-$0--
CARL H PFORZHEIMER IIITreasurer-$0--
MICHAEL E GELLERTSecretary-$0--
MARK ROBINSONCorporate Assistant Treasu-$0--
Filing and Contact Details

Filer

EIN
11-3281507
Phone
6175765000

Signing Officer

Name
Mark Robinson
Title
Corporate Assistant Treasurer
Phone
5165693983
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
David Kelleher CPA
Phone
5083669100
Raw XML Appendix334 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0248672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2118173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0248672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt173968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2118173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TOTAL STOCK MARKET INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1TOTAL INTERNATIONAL STOCK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TOTAL BOND MARKET INDEX
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt060316
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0622629
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0560065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0622629
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023357
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023357
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023357
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023449
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLIE C BERLOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CARL H PFORZHEIMER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL E GELLERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CORPORATE ASSISTANT TREASU
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12136 IRVING STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13136 IRVING STREET
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARK ROBINSON CORP ASSISTANT TREA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10136 IRVING STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CAMBRIDGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode002138
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175765000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRIZE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10AMERICAN ACADEMY OF ARTS AND SCIENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10136 IRVING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020175
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/AppliedToCurrentYearAmt04160
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018467
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022627
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018467
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1186
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1186
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt015654
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015654
OtherIncreasesSchedule/OtherIncreasesDetail/Amount060316
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAINS
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORPORATE ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05165693983
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SARTON FUND
ReturnHeader/Filer/BusinessNameControlTxt0SART
ReturnHeader/Filer/EIN0113281507
ReturnHeader/Filer/PhoneNum06175765000
ReturnHeader/Filer/USAddress/AddressLine10136 IRVING STREET
ReturnHeader/Filer/USAddress/City0CAMBRIDGE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1021 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WESTBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID KELLEHER CPA
ReturnHeader/ReturnTs02014-11-06T13:18:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$622,629
Liabilities
$0
Net assets
$622,629
Revenue
$24,917
Expenses
$22,669
Net income
$2,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.30$6.59$5.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.03$6.15$0.19$0.34$0.15
2014Summary only. Only limited summary data is available for this year.$6.47$0.02$0.15$0.22$0.06
2013Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.25$0.23$0.02
2012Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.15
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$0.04$0.12$0.08