Civic Intelligence

The Sage & Dice Foundation C/O William C Stone Trustee

990PF • Fiscal year 2022 • EIN 20-6771152

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization Profile
425 Gulf Shore Blvd NorthNaples, FL 34102

(860) 298-4506

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

1.6%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,856,320

Up $75,988 (+1.6%) from 2021

Net Assets

Up

$4,856,320

Up $75,988 (+1.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin83rd percentile

Revenue

Down

$188,265

Down $8,763,336 (-98%) from 2021

Expenses

Down

$112,277

Down $3,542,492 (-97%) from 2021

Net Income

Down

$75,988

Down $5,220,844 (-99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,202,501Liabilities 2010: $0Net Assets 2010: $5,202,5012010Assets 2011: $2,813,964Liabilities 2011: $0Net Assets 2011: $2,813,9642011Assets 2012: $1,563,921Liabilities 2012: $0Net Assets 2012: $1,563,9212012Assets 2013: $1,450,333Liabilities 2013: $0Net Assets 2013: $1,450,3332013Assets 2014: $3,112,504Liabilities 2014: $0Net Assets 2014: $3,112,5042014Assets 2015: $7,813,157Liabilities 2015: $0Net Assets 2015: $7,813,1572015Assets 2016: $7,631,880Liabilities 2016: $0Net Assets 2016: $7,631,8802016Assets 2017: $5,716,600Liabilities 2017: $0Net Assets 2017: $5,716,6002017Assets 2018: $5,473,317Liabilities 2018: $0Net Assets 2018: $5,473,3172018Assets 2019: $5,356,542Liabilities 2019: $0Net Assets 2019: $5,356,5422019Assets 2020: $4,833,870Liabilities 2020: $0Net Assets 2020: $4,833,8702020Assets 2021: $4,780,332Liabilities 2021: $0Net Assets 2021: $4,780,3322021Assets 2022: $4,856,320Liabilities 2022: $0Net Assets 2022: $4,856,3202022Assets 2023: $4,722,666Liabilities 2023: $0Net Assets 2023: $4,722,6662023Assets 2024: $4,362,510Liabilities 2024: $0Net Assets 2024: $4,362,5102024

Highlighted filing

2022

Assets$4,856,320
Liabilities$0
Net Assets$4,856,320
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$20M$10M$0-$10MExpenses 2010: $278,6502010Expenses 2011: $2,403,6432011Expenses 2012: $1,253,3982012Revenue 2013: $69,871Expenses 2013: $283,459Net Income 2013: -$213,5882013Revenue 2014: $1,902,671Expenses 2014: $165,500Net Income 2014: $1,737,1712014Revenue 2015: $5,003,083Expenses 2015: $327,430Net Income 2015: $4,675,6532015Revenue 2016: $9,688Expenses 2016: $139,450Net Income 2016: -$129,7622016Revenue 2017: $5,021,945Expenses 2017: $1,924,100Net Income 2017: $3,097,8452017Revenue 2018: $14,948,017Expenses 2018: $15,284,325Net Income 2018: -$336,3082018Revenue 2019: $54,482Expenses 2019: $171,258Net Income 2019: -$116,7762019Revenue 2020: $3,654,515Expenses 2020: $585,437Net Income 2020: $3,069,0782020Revenue 2021: $8,951,601Expenses 2021: $3,654,769Net Income 2021: $5,296,8322021Revenue 2022: $188,265Expenses 2022: $112,277Net Income 2022: $75,9882022Revenue 2023: $9,254,465Expenses 2023: $7,302,907Net Income 2023: $1,951,5582023Revenue 2024: $9,228,663Expenses 2024: $16,016,601Net Income 2024: -$6,787,9382024

Highlighted filing

2022

Revenue$188,265
Expenses$112,277
Net Income$75,988
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C STONETrustee-$0--
MARY R STONETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sage & Dice Foundation
EIN
20-6771152
Phone
8602984506
Address
425 GULF SHORE BLVD NORTH, NAPLES, FL 34102

Signing Officer

Name
William Stone
Title
Trustee
Phone
8602984506
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
185 ASYLUM ST 25TH FL CITYPLACE, HARTFORD, CT 06103
Preparer
Timothy Peabody
Phone
8607600600
Raw XML Appendix289 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0229,788 SHARES OF SS&C TECHNOLOGIES HOLDINGS, INC.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0110100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0929441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0819341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02809450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014710945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01348043
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0819341
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0528702
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017520395
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02809450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014710945
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018049097
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018868438
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt02027
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08602984506
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAGE & DICE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM C STONE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0206771152
ReturnHeader/Filer/PhoneNum08602984506
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 GULF SHORE BLVD NORTH
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0185 ASYLUM ST 25TH FL CITYPLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08607600600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY PEABODY
ReturnHeader/ReturnTs02023-05-10T09:30:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,856,320
Liabilities
$0
Net assets
$4,856,320
Revenue
$188,265
Expenses
$112,277
Net income
$75,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$9.23$16.0$6.79
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$9.25$7.30$1.95
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.19$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$8.95$3.65$5.30
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$3.65$0.59$3.07
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.05$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$14.9$15.3$0.34
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$5.02$1.92$3.10
2016Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.01$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$5.00$0.33$4.68
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.90$0.17$1.74
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.07$0.28$0.21
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.25
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$2.40
2010Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.28