Civic Intelligence

The Hagerty Family Foundation

EIN 20-0509132 • Cambridge, MA

153 Brattle StreetCambridge, MA 02138
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

66th percentile

8.6%

Faster asset growth than 66% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,243,800

Up $493,053 (+8.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,243,800

Up $493,053 (+8.6%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin71st percentile

Revenue

Down

$1,627,562

Down $745,886 (-31%) from 2023

Expenses

Down

$1,269,948

Down $92,547 (-6.8%) from 2023

Net Income

Down

$357,614

Down $653,339 (-65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $980,546Liabilities 2011: $02011Assets 2012: $1,862,471Liabilities 2012: $02012Assets 2013: $1,736,455Liabilities 2013: $0Net Assets 2013: $1,736,4552013Assets 2014: $1,216,246Liabilities 2014: $0Net Assets 2014: $1,216,2462014Assets 2015: $1,524,591Liabilities 2015: $0Net Assets 2015: $1,524,5912015Assets 2016: $2,226,088Liabilities 2016: $0Net Assets 2016: $2,226,0882016Assets 2017: $3,036,626Liabilities 2017: $0Net Assets 2017: $3,036,6262017Assets 2018: $3,885,505Liabilities 2018: $0Net Assets 2018: $3,885,5052018Assets 2019: $4,631,746Liabilities 2019: $0Net Assets 2019: $4,631,7462019Assets 2020: $7,131,758Liabilities 2020: $0Net Assets 2020: $7,131,7582020Assets 2021: $8,335,619Liabilities 2021: $0Net Assets 2021: $8,335,6192021Assets 2022: $4,944,889Liabilities 2022: $0Net Assets 2022: $4,944,8892022Assets 2023: $5,750,747Liabilities 2023: $0Net Assets 2023: $5,750,7472023Assets 2024: $6,243,800Liabilities 2024: $0Net Assets 2024: $6,243,8002024

Highlighted filing

2024

Assets$6,243,800
Liabilities$0
Net Assets$6,243,800
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $409,228Expenses 2011: $255,610Net Income 2011: $153,6182011Revenue 2012: $1,298,748Expenses 2012: $673,142Net Income 2012: $625,6062012Revenue 2013: $1,211,136Expenses 2013: $321,549Net Income 2013: $889,5872013Revenue 2014: $119,019Expenses 2014: $550,561Net Income 2014: -$431,5422014Revenue 2015: $2,172,783Expenses 2015: $1,039,187Net Income 2015: $1,133,5962015Revenue 2016: $2,788,160Expenses 2016: $1,370,854Net Income 2016: $1,417,3062016Revenue 2017: $2,130,753Expenses 2017: $1,270,354Net Income 2017: $860,3992017Revenue 2018: $2,875,649Expenses 2018: $762,001Net Income 2018: $2,113,6482018Revenue 2019: $772,689Expenses 2019: $522,495Net Income 2019: $250,1942019Revenue 2020: $3,977,016Expenses 2020: $1,458,439Net Income 2020: $2,518,5772020Revenue 2021: $3,202,234Expenses 2021: $1,662,351Net Income 2021: $1,539,8832021Revenue 2022: $178,328Expenses 2022: $1,278,750Net Income 2022: -$1,100,4222022Revenue 2023: $2,373,448Expenses 2023: $1,362,495Net Income 2023: $1,010,9532023Revenue 2024: $1,627,562Expenses 2024: $1,269,948Net Income 2024: $357,6142024

Highlighted filing

2024

Revenue$1,627,562
Expenses$1,269,948
Net Income$357,614
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,243,800
Liabilities
$0
Net assets
$6,243,800
Revenue
$1,627,562
Expenses
$1,269,948
Net income
$357,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.63$1.27$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$2.37$1.36$1.01
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.18$1.28$1.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$3.20$1.66$1.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$3.98$1.46$2.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.77$0.52$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$2.88$0.76$2.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$2.13$1.27$0.86
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$2.79$1.37$1.42
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$2.17$1.04$1.13
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.55$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.21$0.32$0.89
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$1.30$0.67$0.63
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.41$0.26$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS M HAGERTYTrustee-$0--
JEANNE M HAGERTYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Hagerty Family Foundation
EIN
20-0509132
Phone
6172271782
Address
153 BRATTLE STREET, CAMBRIDGE, MA 02138

Signing Officer

Name
Thomas Hagerty
Title
Trustee
Phone
6172271782
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
125 HIGH STREET, BOSTON, MA 02110
Preparer
Ross Hardy
Phone
6172928400
Raw XML AppendixShowing 400 of 589 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04366987
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BERKLEE COLLEGE OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CATHOLIC SCHOOLS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51140 BOYLSTON ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt191619 D STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt228270 GREENSBORO DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt261140 BOYLSTON ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEWPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10CHESTNUT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14NEWPORT

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