Civic Intelligence

John C Bogle Center for Financial Literacy

EIN 27-4067736 • 501(c)3 • Austin, TX

Profile

To expand John C. Bogle's legacy by promoting the principles of successful investing and financial well-being through education and community.

2028 E Ben White Blvd Pmb 240-1975Austin, TX 78741

boglecenter.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$335,201

Up $68,659 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$335,201

Up $68,659 (+26%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$104,392

Up $33,756 (+48%) from 2023

Expenses

Down

$35,733

Down $11,439 (-24%) from 2023

Net Income

Up

$68,659

Up $45,195 (+193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2015: $123,673Liabilities 2015: $0Net Assets 2015: $123,6732015Assets 2016: $147,523Liabilities 2016: $0Net Assets 2016: $147,5232016Assets 2017: $174,155Liabilities 2017: $0Net Assets 2017: $174,1552017Assets 2018: $210,010Liabilities 2018: $0Net Assets 2018: $210,0102018Assets 2019: $274,600Liabilities 2019: $0Net Assets 2019: $274,6002019Assets 2020: $288,798Liabilities 2020: $0Net Assets 2020: $288,7982020Assets 2021: $309,404Liabilities 2021: $0Net Assets 2021: $309,4042021Assets 2022: $243,078Liabilities 2022: $0Net Assets 2022: $243,0782022Assets 2023: $266,542Liabilities 2023: $0Net Assets 2023: $266,5422023Assets 2024: $335,201Liabilities 2024: $0Net Assets 2024: $335,2012024

Highlighted filing

2024

Assets$335,201
Liabilities$0
Net Assets$335,201
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2015: $66,783Expenses 2015: $39,765Net Income 2015: $27,0182015Revenue 2016: $64,552Expenses 2016: $40,702Net Income 2016: $23,8502016Revenue 2017: $66,141Expenses 2017: $39,509Net Income 2017: $26,6322017Revenue 2018: $75,904Expenses 2018: $40,049Net Income 2018: $35,8552018Revenue 2019: $103,103Expenses 2019: $38,513Net Income 2019: $64,5902019Revenue 2020: $21,409Expenses 2020: $7,211Net Income 2020: $14,1982020Revenue 2021: $42,075Expenses 2021: $21,469Net Income 2021: $20,6062021Revenue 2022: $32,762Expenses 2022: $99,088Net Income 2022: -$66,3262022Revenue 2023: $70,636Expenses 2023: $47,172Net Income 2023: $23,4642023Revenue 2024: $104,392Expenses 2024: $35,733Net Income 2024: $68,6592024

Highlighted filing

2024

Revenue$104,392
Expenses$35,733
Net Income$68,659
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$335,201
Liabilities
$0
Net assets
$335,201
Revenue
$104,392
Expenses
$35,733
Net income
$68,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.04$0.36$0.69
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.71$0.47$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.33$0.99$0.66
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.42$0.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.21$0.07$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.03$0.39$0.65
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.76$0.40$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.66$0.40$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.65$0.41$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.67$0.40$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$104,392
Mission and Program Overview

Mission

To expand John C. Bogle's legacy by promoting the principles of successful investing and financial well-being through education and community.

To expand john c. Bogles legacy by promoting the principles of successful investing and financial well-being through education and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$200,734$212,234▲ $11,500
Cash and Non-Interest-Bearing Accounts$65,808$122,967▲ $57,159
Total Assets$266,542$335,201▲ $68,659
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$266,542$334,201▲ $67,659
Net Assets With Donor Restrictions-$1,000-
Total Net Assets Fund Balance$266,542$335,201▲ $68,659
Total Liabilities and Net Assets / Fund Balance$266,542$335,201▲ $68,659
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Christine BenzPresident
Ricardo GuerraVice President
Andrew BogleBoard Member
Benjamin HollandBoard Member
Gouri MukherjeeBoard Member
Jon LuskinBoard Member
William BernsteinBoard Member
Karen DamatoSecretary
Michael PiperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,032
Program Service Revenue
$37,687
Investment Income
$10,584
Other Revenue
$15,089
All Other Contributions
$41,032
Change in Net Assets
$68,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$28,750$0$0$28,750
Information Technology$3,568$0$0$3,568
Office Expenses$0$661$0$661
Fees for Services Accounting$0$600$0$600
Other Expenses$499$0$0$499
Insurance$0$355$0$355
All Other Expenses$267$0$0$267
Total Functional Expenses$34,099$1,634$0$35,733
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
John C Bogle Center for Financial Literacy
EIN
27-4067736
Phone
3143289448
Address
2028 E BEN WHITE BLVD PMB 240-1975, AUSTIN, TX 78741

Signing Officer

Name
Michael Piper
Title
Treasurer
Phone
3143289448
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Benz
Formed
2010
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
Ten Point Bookkeeping
Address
2536 Buffalo Ford Ct, Georgetown, TX 78628
Preparer
Renay D Law
Phone
5122650711
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“This form 990 was distributed to all members of the board of directors for review and comment.”

Pt VI, Line 19

“The john c. Bogle center for financial literacy provides governing documentation upon request. Financial statements are available online, and upon request.”

Pt XI

“Form 990, part xi, line 11g - fees for service to non-employees for maintenance of the bogleheads online forum.”

Form 990, Part III, Line 4D

“The john c. Bogle center for financial literacy sponsors the bogleheads on investing 766. 0. 0.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Schedule A, Part III, Line 2 - The John C. Bogle Center for Financial Literacy engaged the services of Spark Network for the management of the 2023 and 2024 Bogleheads Conferences. For these services, Spark Netwok received fifty percent (50%) of profits above the costs of the annual event. The $37,687 received in 2024 was for the 2023 event. This amount represented the net proceeds from admission to the conference after sharing the profits equally with Spark Network. As of December 31, 2024, the John C. Bogle Center for Financial Literacy was owed $39,950 from Spark Network for the 2024 event. The balance due was received in 2025.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other Addl Info
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS FORM 990 WAS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY PROVIDES GOVERNING DOCUMENTATION UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ONLINE, AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART XI, LINE 11G - FEES FOR SERVICE TO NON-EMPLOYEES FOR MAINTENANCE OF THE BOGLEHEADS ONLINE FORUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SPONSORS THE BOGLEHEADS ON INVESTING 766. 0. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PIPER
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