Civic Intelligence

Harold Hagaman Charitable Trust

990PF • Fiscal year 2016 • EIN 22-6505256

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 19, 2017

Organization Profile
21 Hickory DriveMaplewood, NJ 07040-2107

(732) 202-8873

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

2.1%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$497,705

Up $49,072 (+11%) from 2015

Net Assets

Up

$497,705

Up $49,072 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$47,387

Up $992 (+2.1%) from 2015

Expenses

Down

$36,154

Down $1,701 (-4.5%) from 2015

Net Income

Up

$11,233

Up $2,693 (+32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.0M$500K$0Assets 2011: $390,542Liabilities 2011: $02011Assets 2012: $399,472Liabilities 2012: $02012Assets 2013: $429,066Liabilities 2013: $02013Assets 2014: $433,339Liabilities 2014: $02014Assets 2015: $448,633Liabilities 2015: $0Net Assets 2015: $448,6332015Assets 2016: $497,705Liabilities 2016: $0Net Assets 2016: $497,7052016Assets 2017: $556,650Liabilities 2017: $0Net Assets 2017: $556,6502017Assets 2018: $550,167Liabilities 2018: $0Net Assets 2018: $550,1672018Assets 2019: $636,644Liabilities 2019: $0Net Assets 2019: $636,6442019Assets 2020: $689,222Liabilities 2020: $0Net Assets 2020: $689,2222020Assets 2021: $808,108Liabilities 2021: $0Net Assets 2021: $808,1082021Assets 2022: $714,037Liabilities 2022: $0Net Assets 2022: $714,0372022Assets 2023: $782,655Liabilities 2023: $0Net Assets 2023: $782,6552023Assets 2024: $886,788Liabilities 2024: $0Net Assets 2024: $886,7882024

Highlighted filing

2016

Assets$497,705
Liabilities$0
Net Assets$497,705
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50KRevenue 2011: $44,986Expenses 2011: $54,846Net Income 2011: -$9,8602011Revenue 2012: $37,738Expenses 2012: $40,880Net Income 2012: -$3,1422012Revenue 2013: $31,008Expenses 2013: $36,132Net Income 2013: -$5,1242013Revenue 2014: $27,525Expenses 2014: $52,312Net Income 2014: -$24,7872014Revenue 2015: $46,395Expenses 2015: $37,855Net Income 2015: $8,5402015Revenue 2016: $47,387Expenses 2016: $36,154Net Income 2016: $11,2332016Revenue 2017: $49,576Expenses 2017: $39,338Net Income 2017: $10,2382017Revenue 2018: $45,275Expenses 2018: $45,582Net Income 2018: -$3072018Revenue 2019: $56,048Expenses 2019: $36,988Net Income 2019: $19,0602019Revenue 2020: $52,534Expenses 2020: $56,959Net Income 2020: -$4,4252020Revenue 2021: $83,545Expenses 2021: $55,213Net Income 2021: $28,3322021Revenue 2022: $59,361Expenses 2022: $59,017Net Income 2022: $3442022Revenue 2023: $53,097Expenses 2023: $58,820Net Income 2023: -$5,7232023Revenue 2024: $81,486Expenses 2024: $64,668Net Income 2024: $16,8182024

Highlighted filing

2016

Revenue$47,387
Expenses$36,154
Net Income$11,233
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
T CARTER HAGAMANTrustee-$0--
SUSAN E HAGAMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold Hagaman Trust
EIN
22-6505256
Address
21 HICKORY DRIVE, MAPLEWOOD, NJ 07040-2107

Signing Officer

Name
Susan E Hagaman
Title
Trustee
Phone
7322028873
Signed
2017-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Pat Pepe CPA
Address
32 ELDORADO DRIVE, LAKEWOOD, NJ 08701-3870
Preparer
Pat Pepe
Phone
7322028873
Raw XML Appendix328 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0070402107
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020729
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05964
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028224
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013973
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020729
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045918
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051882
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0T CARTER HAGAMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt021 HICKORY DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MAPLEWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0070402107
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0169389
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH SURR VALUE LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0206729
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0206729
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LIFE INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0397
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt037339
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE CSV LIFE INSURANCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12015 CHECK 1416 NOT CASHED
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0T CARTER HAGAMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt021 HICKORY DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Maplewood
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd007040
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/CategoryTxt02015 EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN E HAGAMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07322028873
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD HAGAMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0226505256
ReturnHeader/Filer/USAddress/AddressLine1Txt021 HICKORY DRIVE
ReturnHeader/Filer/USAddress/CityNm0MAPLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0070402107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0218A432E97F5775413FD4B90DB7C8CFCC9811FD7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0218A432E97F5775413FD4B90DB7C8CFCC9811FD7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02261632017112apiegga
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-04-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.120.45.108
ReturnHeader/FilingSecurityInformation/IPDt02017-04-22
ReturnHeader/FilingSecurityInformation/IPTm008:24:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222422289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAT PEPE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 ELDORADO DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0087013870
ReturnHeader/PreparerPersonGrp/PhoneNum07322028873
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAT PEPE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-22T08:23:37-04:00
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
$497,705
Liabilities
$0
Net assets
$497,705
Revenue
$47,387
Expenses
$36,154
Net income
$11,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.81$0.65$0.17
2023Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.53$0.59$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.59$0.59$0.00
2021Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.84$0.55$0.28
2020Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.53$0.57$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.56$0.37$0.19
2018Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.45$0.46$0.00
2017Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.50$0.39$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.47$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.46$0.38$0.09
2014Summary only. Only limited summary data is available for this year.$4.33$0.00$0.28$0.52$0.25
2013Summary only. Only limited summary data is available for this year.$4.29$0.00$0.31$0.36$0.05
2012Summary only. Only limited summary data is available for this year.$3.99$0.00$0.38$0.41$0.03
2011Summary only. Only limited summary data is available for this year.$3.91$0.00$0.45$0.55$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits