Civic Intelligence

Sarah Margaret Hegarty Foundation Inc.

990PF • Fiscal year 2016 • EIN 26-1393120

Jan 01, 2016 to Dec 31, 2016 • Filed on May 26, 2017

Organization Profile
W326 N7030 North Lake DriveHartland, WI 53029

(414) 294-9999

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-1102%

Higher net margin than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

5th percentile

-29%

Faster asset growth than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$957,035

Down $389,051 (-29%) from 2015

Net Assets

Down

$957,035

Down $389,051 (-29%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin1st percentile

Revenue

Down

$35,317

Down $115,496 (-77%) from 2015

Expenses

Up

$424,368

Up $112,719 (+36%) from 2015

Net Income

Down

-$389,051

Down $228,215 (-142%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$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

Highlighted filing

2016

Assets$957,035
Liabilities$0
Net Assets$957,035
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2016

Revenue$35,317
Expenses$424,368
Net Income-$389,051
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMIAH J HEGARTYPresident-$0--
MARY D HEGARTYSecretary-$0--
MEGHAN H DEANTreasurer-$0--
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
2017-05-26

Preparer

Firm
Lulloff & Taylor LLC
Address
3333 N MAYFAIR RD STE 203, WAUWATOSA, WI 53222
Preparer
Mark S Lulloff
Phone
4147770700
Raw XML Appendix334 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/GrantOrContributionPurposeTxt2SCHOLARSHIP SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT SCHOOL EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6BUILDING FUND & RELIGOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARCHDIOCESE OF MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DIVINE SAVIOR HOLY ANGELS HIGH SCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GONZAGA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NOTRE DAME SCHOOLS OF MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RIVERWEST FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST MONICA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST TERESA OF CALCUTTA PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 070912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14257 N 100TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2502 E BOONE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31420 WEST SCOTT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41716 N HUMBOLDT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55635 N SANTA MONICA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 68
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SPOKANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WHITEFISH BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTH LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd299258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653064
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0409000
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/AppliedToCurrentYearAmt050211
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0214066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt044180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0716686
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0359389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0214066
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0101080
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0409600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0359389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0760866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0401477
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013935
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FOLIO INVESTMENTS INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013935
TaxesSchedule/TaxesDetail/Amt092
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt092
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMIAH J HEGARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142949999
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH MARGARET HEGARTY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0261393120
ReturnHeader/Filer/PhoneNum04142949999
ReturnHeader/Filer/USAddress/AddressLine1Txt0W326 N7030 NORTH LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0316CAB0F736A9D5F16D74A2BEBEB056EAF4D6EF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF9E25F9F3492DB4AE0C5C11F7DFF2E6EC0FA84C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392043144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LULLOFF & TAYLOR LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 N MAYFAIR RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053222
ReturnHeader/PreparerPersonGrp/PhoneNum04147770700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S LULLOFF
ReturnHeader/ReturnTs02017-06-16T12:48:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$957,035
Liabilities
$0
Net assets
$957,035
Revenue
$35,317
Expenses
$424,368
Net income
-$389,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.01$0.08$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.12$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04$0.16$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.00$0.13$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.16$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.42$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.15$0.31$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.25$0.13$0.11