Civic Intelligence

The Sarton Fund

990PF • Fiscal year 2016 • EIN 11-3281507

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-406%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

598%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $618,036 (-100%) from 2015

Net Assets

Down

$0

Down $615,468 (-100%) from 2015

Liabilities

Down

$0

Down $2,568 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Up

$130,328

Up $111,668 (+598%) from 2015

Expenses

Up

$658,873

Up $625,059 (+1849%) from 2015

Net Income

Down

-$528,545

Down $513,391 (-3388%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth99th 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

2016

Revenue$130,328
Expenses$658,873
Net Income-$528,545
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL H PFORZHEIMER IIIPresident-$0--
MICHAEL E GELLERTSecretary-$0--
MARK ROBINSONCorporate Assistant Treasu-$0--
KENNETH L WALLACHTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Sarton Fund
EIN
11-3281507
Phone
6175765000
Address
136 IRVING STREET, CAMBRIDGE, MA 02138

Signing Officer

Name
Mark Robinson
Title
Corporate Assistant Treasurer
Phone
5165693983
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
21 EAST MAIN STREET, WESTBOROUGH, MA 01581
Preparer
David Kelleher CPA
Phone
5083669100
Raw XML Appendix344 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/OfficerDirTrstKeyEmplGrp/PersonNm0CARL H PFORZHEIMER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL E GELLERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KENNETH L WALLACH
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARK ROBINSON CORP ASSISTANT TREA
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
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/Amt0633516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PRIZE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN ACADEMY OF ARTS AND SCIENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0136 IRVING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0633516
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/AppliedToCurrentYearAmt024191
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020307
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0614124
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0614124
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0658622
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0614124
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0614124
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020307
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt023306
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt023306
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING 2016, THE SARTON FUND HAS DISRIBUTED ALL ASSETS TO THE AMERICAN ACADEMY OF ARTS AND SCIENCES AND THE SARTON FUND HAS BEEN DISSOLVED AS OF DECEMBER 31, 2016.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt086923
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07944
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07944
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1127
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORPORATE ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05165693983
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SARTON FUND
ReturnHeader/Filer/BusinessNameControlTxt0SART
ReturnHeader/Filer/EIN0113281507
ReturnHeader/Filer/PhoneNum06175765000
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 IRVING STREET
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A41C22E49F3662F41C161EC2A09466C92AFD8034
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.197.103.66
ReturnHeader/FilingSecurityInformation/IPDt02017-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:10:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER ARONSON FINNING & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID KELLEHER CPA
ReturnHeader/ReturnTs02017-05-09T07:30:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$130,328
Expenses
$658,873
Net income
-$528,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$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