Civic Intelligence

Joseph D Sargent Fund C/O Robert Bradley

990PF • Fiscal year 2024 • EIN 46-4065160

Nov 01, 2023 to Oct 31, 2024 • Filed on Jan 23, 2025

Organization Profile
185 Asylum Street 11th FloorHartford, CT 06103

(860) 524-8050

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-89%

Higher net margin than 8% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-5.6%

Faster asset growth than 36% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

621%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$31,515

Down $1,880 (-5.6%) from 2023

Net Assets

Down

$31,515

Down $1,880 (-5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Up

$2,120

Up $1,826 (+621%) from 2023

Expenses

Up

$4,000

Up $1,500 (+60%) from 2023

Net Income

Up

-$1,880

Up $326 (+15%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2024

Assets$31,515
Liabilities$0
Net Assets$31,515
Open 2024 Filing

Operations Trend

Revenue Growth98th 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

2024

Revenue$2,120
Expenses$4,000
Net Income-$1,880
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GALAN DAUKASTrustee-$0--
ROBERT H BRADLEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARTFORD HOSPITALFUNDS ARE USED IN HARTFORD HOSPITAL'S CENTER FOR EDUCATION, SIMULATION AND INNOVATION.-HARTFORD, CT, US$4,000
Filing and Contact Details

Filer

Filer Name
Joseph D Sargent Fund
EIN
46-4065160
Phone
8605248050
Address
185 ASYLUM STREET 11TH FLOOR, HARTFORD, CT 06103

Signing Officer

Name
Robert Bradley
Title
Chairman
Phone
8605248050
Signed
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Lisa Wills
Phone
8605223111
Raw XML Appendix292 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/StockNm0BFS EQUITY FUND
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33.5750 BFS EQUITY FUND INVESTOR CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc492.2210 BFS EQUITY FUND INVESTOR
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03331
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt076
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt068182
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GALAN DAUKAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT H BRADLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDS ARE USED IN HARTFORD HOSPITAL'S CENTER FOR EDUCATION, SIMULATION AND INNOVATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HARTFORD HOSPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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/AppliedToCurrentYearAmt03331
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0836
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02193
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0836
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0111
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0669
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02796
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02127
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BRADLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08605248050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH D SARGENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT BRADLEY
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0464065160
ReturnHeader/Filer/PhoneNum08605248050
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 ASYLUM STREET 11TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/PreparerPersonNm0LISA WILLS
ReturnHeader/ReturnTs02025-01-23T12:39:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$31,515
Liabilities
$0
Net assets
$31,515
Revenue
$2,120
Expenses
$4,000
Net income
-$1,880
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