Civic Intelligence

Joseph D Sargent Fund C/O Robert Bradley

990PF • Fiscal year 2020 • EIN 46-4065160

Nov 01, 2019 to Oct 31, 2020 • Filed on Jan 15, 2021

Organization Profile
185 Asylum Street 11th FloorHartford, CT 06103

(860) 527-8050

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-83%

Higher net margin than 11% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-6.1%

Faster asset growth than 32% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

173%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$35,089

Down $2,273 (-6.1%) from 2019

Net Assets

Down

$35,089

Down $2,273 (-6.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Up

$2,727

Up $1,727 (+173%) from 2019

Expenses

Up

$5,000

Up $500 (+11%) from 2019

Net Income

Up

-$2,273

Up $1,227 (+35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60K$40K$20K$0Assets 2014: $36,254Liabilities 2014: $02014Assets 2015: $44,993Liabilities 2015: $0Net Assets 2015: $44,9932015Assets 2016: $41,827Liabilities 2016: $0Net Assets 2016: $41,8272016Assets 2017: $42,521Liabilities 2017: $0Net Assets 2017: $42,5212017Assets 2018: $39,214Liabilities 2018: $0Net Assets 2018: $39,2142018Assets 2019: $37,362Liabilities 2019: $0Net Assets 2019: $37,3622019Assets 2020: $35,089Liabilities 2020: $0Net Assets 2020: $35,0892020Assets 2021: $33,485Liabilities 2021: $0Net Assets 2021: $33,4852021Assets 2022: $35,601Liabilities 2022: $0Net Assets 2022: $35,6012022Assets 2023: $33,395Liabilities 2023: $0Net Assets 2023: $33,3952023Assets 2024: $31,515Liabilities 2024: $0Net Assets 2024: $31,5152024

Highlighted filing

2020

Assets$35,089
Liabilities$0
Net Assets$35,089
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2014: $35,014Expenses 2014: $1,500Net Income 2014: $33,5142014Revenue 2015: $15,187Expenses 2015: $3,708Net Income 2015: $11,4792015Revenue 2016: $234Expenses 2016: $3,400Net Income 2016: -$3,1662016Revenue 2017: $4,643Expenses 2017: $3,950Net Income 2017: $6932017Revenue 2018: $1,100Expenses 2018: $4,500Net Income 2018: -$3,4002018Revenue 2019: $1,000Expenses 2019: $4,500Net Income 2019: -$3,5002019Revenue 2020: $2,727Expenses 2020: $5,000Net Income 2020: -$2,2732020Revenue 2021: $2,396Expenses 2021: $4,000Net Income 2021: -$1,6042021Revenue 2022: $7,178Expenses 2022: $5,350Net Income 2022: $1,8282022Revenue 2023: $294Expenses 2023: $2,500Net Income 2023: -$2,2062023Revenue 2024: $2,120Expenses 2024: $4,000Net Income 2024: -$1,8802024

Highlighted filing

2020

Revenue$2,727
Expenses$5,000
Net Income-$2,273
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jan 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN L WILLCOXTrustee-$0--
ROBERT H BRADLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph D Sargent Fund
EIN
46-4065160
Phone
8605278050
Address
185 ASYLUM STREET 11TH FLOOR, HARTFORD, CT 06103

Signing Officer

Name
Stephen L Willcox
Title
President
Phone
8605278050
Signed
2021-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Edward G Sullivan
Phone
8605223111
Raw XML Appendix328 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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/IndividualWithBooksNm0STEPHEN L WILLCOX
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0185 ASYLUM STREET 11TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HARTFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08605278050
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0HARTFORD HOSPITAL'S CENTER FOR EDUCATION, SIMULATION AND INNOVATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDS ARE USED IN HARTFORD HOSPITAL'S CENTER FOR EDUCATION, SIMULATION AND INNOVATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARTFORD HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt080 SEYMOUR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt02889
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0240
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0240
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0622
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0111
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02845
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BRADLEY FOSTER AND SARGENT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0185 ASYLUM STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0HARTFORD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd006103
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN L WILLCOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08605278050
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH D SARGENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEPHEN L WILLCOX
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0464065160
ReturnHeader/Filer/PhoneNum08605278050
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 ASYLUM STREET 11TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TRUMBULL ST 24TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08605223111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD G SULLIVAN
ReturnHeader/ReturnTs02021-01-15T13:55:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,089
Liabilities
$0
Net assets
$35,089
Revenue
$2,727
Expenses
$5,000
Net income
-$2,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$2.12$4.00$1.88
2023Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$0.29$2.50$2.21
2022Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$7.18$5.35$1.83
2021Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$2.40$4.00$1.60
2020Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$2.73$5.00$2.27
2019Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$1.00$4.50$3.50
2018Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$1.10$4.50$3.40
2017Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$4.64$3.95$0.69
2016Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$0.23$3.40$3.17
2015Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$15.2$3.71$11.5
2014Summary only. Only limited summary data is available for this year.$36.3$0.00$35.0$1.50$33.5