Civic Intelligence

Bogle Family Foundation

990PF • Fiscal year 2016 • EIN 47-1858123

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

Organization Profile
36 Carisbrooke RoadWellesley, MA 02481

(781) 283-5000

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

90th percentile

29%

Faster asset growth than 90% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

43%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$10,158,853

Up $2,267,264 (+29%) from 2015

Net Assets

Up

$10,110,792

Up $2,225,548 (+28%) from 2015

Liabilities

Up

$48,061

Up $41,716 (+657%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$4,739,105

Up $1,414,608 (+43%) from 2015

Expenses

Up

$2,518,602

Up $2,094,046 (+493%) from 2015

Net Income

Down

$2,220,503

Down $679,438 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30M$20M$10M$0Assets 2014: $4,988,347Liabilities 2014: $3,0692014Assets 2015: $7,891,589Liabilities 2015: $6,345Net Assets 2015: $7,885,2442015Assets 2016: $10,158,853Liabilities 2016: $48,061Net Assets 2016: $10,110,7922016Assets 2017: $19,206,518Liabilities 2017: $35,161Net Assets 2017: $19,171,3572017Assets 2018: $20,380,327Liabilities 2018: $35,161Net Assets 2018: $20,345,1662018Assets 2019: $18,245,665Liabilities 2019: $0Net Assets 2019: $18,245,6652019Assets 2020: $15,885,479Liabilities 2020: $0Net Assets 2020: $15,885,4792020Assets 2021: $18,623,248Liabilities 2021: $0Net Assets 2021: $18,623,2482021Assets 2022: $14,655,050Liabilities 2022: $0Net Assets 2022: $14,655,0502022Assets 2023: $16,460,870Liabilities 2023: $2,120,823Net Assets 2023: $14,340,0472023Assets 2024: $18,217,862Liabilities 2024: $4,173,954Net Assets 2024: $14,043,9082024

Highlighted filing

2016

Assets$10,158,853
Liabilities$48,061
Net Assets$10,110,792
Open 2016 Filing

Operations Trend

Revenue Growth89th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $5,005,000Expenses 2014: $22,682Net Income 2014: $4,982,3182014Revenue 2015: $3,324,497Expenses 2015: $424,556Net Income 2015: $2,899,9412015Revenue 2016: $4,739,105Expenses 2016: $2,518,602Net Income 2016: $2,220,5032016Revenue 2017: $10,025,000Expenses 2017: $959,486Net Income 2017: $9,065,5142017Revenue 2018: $1,908,975Expenses 2018: $741,094Net Income 2018: $1,167,8812018Revenue 2019: $0Expenses 2019: $2,095,657Net Income 2019: -$2,095,6572019Revenue 2020: $512Expenses 2020: $2,344,157Net Income 2020: -$2,343,6452020Revenue 2021: $532,576Expenses 2021: $952,515Net Income 2021: -$419,9392021Revenue 2022: $564,472Expenses 2022: $940,114Net Income 2022: -$375,6422022Revenue 2023: $490,762Expenses 2023: $805,765Net Income 2023: -$315,0032023Revenue 2024: $612,330Expenses 2024: $908,469Net Income 2024: -$296,1392024

Highlighted filing

2016

Revenue$4,739,105
Expenses$2,518,602
Net Income$2,220,503
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C BOGLE JRTrusteePT$0--
LYNN I BOGLETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Bogle Family Foundation
EIN
47-1858123
Phone
7812835000
Address
36 CARISBROOKE ROAD, WELLESLEY, MA 02481

Signing Officer

Name
John C Bogle Jr
Title
Trustee
Phone
7812835000
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Newburg & Company Llp
Address
890 WINTER STREET SUITE 208, WALTHAM, MA 02451
Preparer
Howard Newburg
Phone
7818844100
Raw XML Appendix322 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BOGLE OPPORTUNITY FUND II, LP
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0426984
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0307439
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0426984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01315577
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01315577
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01315577
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01315577
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0307439
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JOHN C BOGLE JR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt036 CARISBROOKE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WELLESLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002481
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03005000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOGLE OPPORTUNITY FUND II - INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOGLE OPPORTUNITY FUND II - FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0447890
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0447890
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116712
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOGLE OPPORTUNITY FUND II
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01734105
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01734105
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05045
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOGLE OPPORTUNITY FUND II, LP - BOOK/TAX DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C BOGLE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812835000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOGLE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOGL
ReturnHeader/Filer/EIN0471858123
ReturnHeader/Filer/PhoneNum07812835000
ReturnHeader/Filer/USAddress/AddressLine1Txt036 CARISBROOKE ROAD
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038F6C4ED40B23BD3D44D3B4D5FAAC4920B9F6F1D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A13FE61BD986E63FF8598534ED987C1F66560A37
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.63.145
ReturnHeader/FilingSecurityInformation/IPDt02017-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:10:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042805993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWBURG & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0890 WINTER STREET SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002451
ReturnHeader/PreparerPersonGrp/PhoneNum07818844100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD NEWBURG
ReturnHeader/ReturnTs02017-08-15T12:11:05-05:00
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
$10,158,853
Liabilities
$48,061
Net assets
$10,110,792
Revenue
$4,739,105
Expenses
$2,518,602
Net income
$2,220,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.2$4.17$14.0$0.61$0.91$0.30
2023Detailed filing. Detailed filing data is available for this year.$16.5$2.12$14.3$0.49$0.81$0.32
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.56$0.94$0.38
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.53$0.95$0.42
2020Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.00$2.34$2.34
2019Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.00$2.10$2.10
2018Detailed filing. Detailed filing data is available for this year.$20.4$0.04$20.3$1.91$0.74$1.17
2017Detailed filing. Detailed filing data is available for this year.$19.2$0.04$19.2$10.0$0.96$9.07
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.05$10.1$4.74$2.52$2.22
2015Detailed filing. Detailed filing data is available for this year.$7.89$0.01$7.89$3.32$0.42$2.90
2014Summary only. Only limited summary data is available for this year.$4.99$0.00$5.01$0.02$4.98