Civic Intelligence

Bogle Family Foundation

990PF • Fiscal year 2017 • EIN 47-1858123

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

17th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

97th percentile

89%

Faster asset growth than 97% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

112%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$19,206,518

Up $9,047,665 (+89%) from 2016

Net Assets

Up

$19,171,357

Up $9,060,565 (+90%) from 2016

Liabilities

Down

$35,161

Down $12,900 (-27%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$10,025,000

Up $5,285,895 (+112%) from 2016

Expenses

Down

$959,486

Down $1,559,116 (-62%) from 2016

Net Income

Up

$9,065,514

Up $6,845,011 (+308%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2017

Assets$19,206,518
Liabilities$35,161
Net Assets$19,171,357
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$10,025,000
Expenses$959,486
Net Income$9,065,514
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th 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
2018-05-15
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 Appendix323 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235000
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/AppliedToCurrentYearAmt0235000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0509268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0274268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01315577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0274268
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01041309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01041309
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01041309
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01315577
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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/TotalContributionsAmt010025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04949
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOGLE OPPORTUNITY FUND II, LP - BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOGLE OPPORTUNITY FUND II - INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOGLE OPPORTUNITY FUND II - FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOGLE OPPORTUNITY FUND II - LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0503338
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2206214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C BOGLE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812835000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/AtSubmissionCreationDeviceId0B413EF26E2920A8AB89AB06EDB6B6683A5C6EA82
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0324AEEDCEBA86C91DFDBFDF245A1750867B019D4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.63.145
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:28:07
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/ReturnTs02018-05-15T14:28:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,206,518
Liabilities
$35,161
Net assets
$19,171,357
Revenue
$10,025,000
Expenses
$959,486
Net income
$9,065,514
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $10M-$25M nonprofits