Civic Intelligence

The Haggard Foundation

EIN 38-2711484 • Traverse City, MI

600 E Front Street 300Traverse City, MI 49686
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

1st percentile

-17291%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$17,898

Down $3,977 (-18%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$17,898

Down $3,977 (-18%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$23

Down $24 (-51%) from 2023

Expenses

Up

$4,000

Up $743 (+23%) from 2023

Net Income

Down

-$3,977

Down $767 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$100K$50K$0Assets 2010: $85,305Liabilities 2010: $0Net Assets 2010: $85,3052010Assets 2011: $68,027Liabilities 2011: $12011Assets 2012: $61,970Liabilities 2012: $12012Assets 2013: $58,324Liabilities 2013: $1Net Assets 2013: $58,3242013Assets 2014: $54,771Liabilities 2014: $1Net Assets 2014: $54,7712014Assets 2015: $48,488Liabilities 2015: $1Net Assets 2015: $48,4882015Assets 2016: $45,142Liabilities 2016: $0Net Assets 2016: $45,1422016Assets 2017: $42,849Liabilities 2017: $0Net Assets 2017: $42,8492017Assets 2018: $40,040Liabilities 2018: $0Net Assets 2018: $40,0402018Assets 2019: $37,084Liabilities 2019: $1Net Assets 2019: $37,0842019Assets 2020: $36,171Liabilities 2020: $1Net Assets 2020: $36,1712020Assets 2021: $29,959Liabilities 2021: $1Net Assets 2021: $29,9592021Assets 2022: $25,085Liabilities 2022: $1Net Assets 2022: $25,0852022Assets 2023: $21,875Liabilities 2023: $1Net Assets 2023: $21,8752023Assets 2024: $17,898Liabilities 2024: $0Net Assets 2024: $17,8982024

Highlighted filing

2024

Assets$17,898
Liabilities$0
Net Assets$17,898
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $12,6492010Revenue 2011: $631Expenses 2011: $17,909Net Income 2011: -$17,2782011Revenue 2012: $416Expenses 2012: $6,473Net Income 2012: -$6,0572012Revenue 2013: $379Expenses 2013: $4,025Net Income 2013: -$3,6462013Revenue 2014: $557Expenses 2014: $4,110Net Income 2014: -$3,5532014Revenue 2015: $237Expenses 2015: $6,520Net Income 2015: -$6,2832015Revenue 2016: $169Expenses 2016: $3,515Net Income 2016: -$3,3462016Revenue 2017: $47Expenses 2017: $2,340Net Income 2017: -$2,2932017Revenue 2018: $191Expenses 2018: $3,000Net Income 2018: -$2,8092018Revenue 2019: $19Expenses 2019: $2,975Net Income 2019: -$2,9562019Revenue 2020: $87Expenses 2020: $1,000Net Income 2020: -$9132020Revenue 2021: $113Expenses 2021: $6,195Net Income 2021: -$6,0822021Revenue 2022: $101Expenses 2022: $4,975Net Income 2022: -$4,8742022Revenue 2023: $47Expenses 2023: $3,257Net Income 2023: -$3,2102023Revenue 2024: $23Expenses 2024: $4,000Net Income 2024: -$3,9772024

Highlighted filing

2024

Revenue$23
Expenses$4,000
Net Income-$3,977
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,898
Liabilities
$0
Net assets
$17,898
Revenue
$23
Expenses
$4,000
Net income
-$3,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.02$4.00$3.98
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.05$3.26$3.21
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$0.10$4.98$4.87
2021Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$0.11$6.20$6.08
2020Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$0.09$1.00$0.91
2019Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$0.02$2.98$2.96
2018Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$0.19$3.00$2.81
2017Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$0.05$2.34$2.29
2016Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$0.17$3.52$3.35
2015Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$0.24$6.52$6.28
2014Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$0.56$4.11$3.55
2013Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$0.38$4.03$3.65
2012Summary only. Only limited summary data is available for this year.$62.0$0.00$0.42$6.47$6.06
2011Summary only. Only limited summary data is available for this year.$68.0$0.00$0.63$17.9$17.3
2010Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$12.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARD M HAGGARDPresident-$0--
DEE BOWMAN HAGGARDSecr/Treas.-$0--
TRAVIS S HAGGARDDirector-$0--
BENJAMIN P HAGGARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Haggard Foundation
EIN
38-2711484
Phone
2319468631
Address
600 E FRONT STREET 300, TRAVERSE CITY, MI 49686

Signing Officer

Name
Ward M Haggard
Title
President
Phone
2319468631
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Alyssa M Kent
Phone
3037409400
Raw XML Appendix289 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/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE OTHER THAN MEETING THE REQUIREMENTS OF IRC SEC. 501(C)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WARD M HAGGARD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DEE BOWMAN HAGGARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HARRISON ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTERN MICHIGAN UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01903 W MICHIGAN AVE SEIBERT ADMIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KALAMAZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049008
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
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/AppliedToCurrentYearAmt01065
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08611
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02888
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01935
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08836
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL AND GAS REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WARD M HAGGARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02319468631
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAGGARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAGG
ReturnHeader/Filer/EIN0382711484
ReturnHeader/Filer/PhoneNum02319468631
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 E FRONT STREET 300
ReturnHeader/Filer/USAddress/CityNm0TRAVERSE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049686
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALYSSA M KENT
ReturnHeader/ReturnTs02025-10-29T11:44:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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