Civic Intelligence

Bogle Family Foundation

990PF • Fiscal year 2019 • EIN 47-1858123

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 10, 2020

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

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

7th percentile

-10%

Faster asset growth than 7% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$18,245,665

Down $2,134,662 (-10%) from 2018

Net Assets

Down

$18,245,665

Down $2,099,501 (-10%) from 2018

Liabilities

Down

$0

Down $35,161 (-100%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,908,975 (-100%) from 2018

Expenses

Up

$2,095,657

Up $1,354,563 (+183%) from 2018

Net Income

Down

-$2,095,657

Down $3,263,538 (-279%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2019

Assets$18,245,665
Liabilities$0
Net Assets$18,245,665
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$0
Expenses$2,095,657
Net Income-$2,095,657
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C BOGLE JRTrustee-$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
2020-08-10
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 Appendix342 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/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE HAVERFORD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS & GIRLS CLUBS OF BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOSTON PREPARATORY CHARTER PUBLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt057 PROSPECT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt173 TREMONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2450 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 HIGH STREET 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4885 RIVER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HAVERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402136
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0510000
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/AppliedToCurrentYearAmt0510000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0928527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0418527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0522367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0418527
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0103840
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0103840
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0510000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103840
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0522367
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DISTRIBUTIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0656721
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0656721
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03844
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOGLE OPPORTUNITY FUND II, LP - BOOK/TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOGLE OPPORTUNITY FUND II, LP - INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOGLE OPPORTUNITY FUND II, LP - LOSS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0527644
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11000082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0527644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt054931
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN C BOGLE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812835000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-10
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/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/ReturnTs02020-08-10T13:45:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,245,665
Liabilities
$0
Net assets
$18,245,665
Revenue
$0
Expenses
$2,095,657
Net income
-$2,095,657
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