Civic Intelligence

Sarah Margaret Hegarty Foundation Inc.

EIN 26-1393120 • Hartland, WI

Pub. 78 Eligible
W326 N7030 North Lake DriveHartland, WI 53029
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1073%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

24th percentile

-36%

Faster asset growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-12%

Faster revenue growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$133,672

Down $76,599 (-36%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$133,672

Down $76,599 (-36%) from 2023

Revenue

Down

$7,141

Down $1,006 (-12%) from 2023

Expenses

Up

$83,740

Up $9,660 (+13%) from 2023

Net Income

Down

-$76,599

Down $10,666 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,506,922Liabilities 2014: $0Net Assets 2014: $1,506,9222014Assets 2015: $1,346,086Liabilities 2015: $0Net Assets 2015: $1,346,0862015Assets 2016: $957,035Liabilities 2016: $0Net Assets 2016: $957,0352016Assets 2017: $904,013Liabilities 2017: $0Net Assets 2017: $904,0132017Assets 2018: $781,464Liabilities 2018: $0Net Assets 2018: $781,4642018Assets 2019: $584,423Liabilities 2019: $0Net Assets 2019: $584,4232019Assets 2020: $443,114Liabilities 2020: $0Net Assets 2020: $443,1142020Assets 2021: $352,643Liabilities 2021: $0Net Assets 2021: $352,6432021Assets 2022: $276,204Liabilities 2022: $0Net Assets 2022: $276,2042022Assets 2023: $210,271Liabilities 2023: $0Net Assets 2023: $210,2712023Assets 2024: $133,672Liabilities 2024: $0Net Assets 2024: $133,6722024

Latest loaded filing

2024

Assets$133,672
Liabilities$0
Net Assets$133,672

Operations Trend

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

$500K$0-$500KRevenue 2014: $247,465Expenses 2014: $133,010Net Income 2014: $114,4552014Revenue 2015: $150,813Expenses 2015: $311,649Net Income 2015: -$160,8362015Revenue 2016: $35,317Expenses 2016: $424,368Net Income 2016: -$389,0512016Revenue 2017: $156,002Expenses 2017: $209,024Net Income 2017: -$53,0222017Revenue 2018: $4,850Expenses 2018: $127,399Net Income 2018: -$122,5492018Revenue 2019: -$35,812Expenses 2019: $161,229Net Income 2019: -$197,0412019Revenue 2020: -$18,657Expenses 2020: $122,652Net Income 2020: -$141,3092020Revenue 2021: $3,924Expenses 2021: $94,395Net Income 2021: -$90,4712021Revenue 2022: $0Expenses 2022: $76,435Net Income 2022: -$76,4352022Revenue 2023: $8,147Expenses 2023: $74,080Net Income 2023: -$65,9332023Revenue 2024: $7,141Expenses 2024: $83,740Net Income 2024: -$76,5992024

Latest loaded filing

2024

Revenue$7,141
Expenses$83,740
Net Income-$76,599

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 21, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMIAH J HEGARTYPresident-$0--
MARY D HEGARTYSecretary-$0--
MEGHAN H DEANTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKINSHIP COMMUNITY FOOD CENTERGENERAL SUPPORT-MILWAUKEE, WI, US$50,000
Paid GrantDIVINE SAVIOR HOLY ANGELS HIGH SCHTO SUPPORT AN EDU SCHOLARHIP PROGRAM-MILWAUKEE, WI, US$40,000
Paid GrantST TERESA OF CALCUTTA PARISHBUILDING FUND & RELIGOUS-NORTH LAKE, WI, US$5,000
Paid GrantBELL CANTO CHORUSGENERAL SUPPORT-FRANKLIN, WI, US$1,000
Filing and Contact Details

Filer

Filer Name
Sarah Margaret Hegarty Foundation
EIN
26-1393120
Phone
4142949999
Address
W326 N7030 NORTH LAKE DRIVE, HARTLAND, WI 53029

Signing Officer

Name
Jeremiah J Hegarty
Title
President
Phone
4142949999
Signed
2026-02-21

Preparer

Firm
Lulloff Leben & Taylor LLC
Address
19575 JANACEK CT UNIT 104, BROOKFIELD, WI 53045
Preparer
Brian Leben
Phone
4147770700
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019575 JANACEK CT UNIT 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum04147770700
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN LEBEN
ReturnHeader/ReturnTs02026-02-25T17:53:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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