Civic Intelligence

Hagan Trust

990PF • Fiscal year 2020 • EIN 45-6159017

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization Profile
PO Box 1225Columbia, MO 65205

(573) 474-4815

Siviq Scores

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

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

9.68x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

7th percentile

-6.3%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$184,207,284

Down $12,405,018 (-6.3%) from 2019

Net Assets

$13,338,320

No earlier filing loaded for comparison.

Liabilities

Up

$170,868,964

Up $13,958,869 (+8.9%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin46th percentile

Revenue

Up

$17,643,557

Up $18,475,396 (+2221%) from 2019

Expenses

Up

$17,140,565

Up $16,881,083 (+6506%) from 2019

Net Income

Up

$502,992

Up $1,594,313 (+146%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$300M$200M$100M$0Assets 2011: $55,610,549Liabilities 2011: $46,437,6752011Assets 2012: $59,613,248Liabilities 2012: $47,631,4392012Assets 2013: $110,677,344Liabilities 2013: $86,566,1362013Assets 2014: $118,838,794Liabilities 2014: $95,112,3772014Assets 2015: $127,234,804Liabilities 2015: $99,672,6802015Assets 2019: $196,612,302Liabilities 2019: $156,910,0952019Assets 2020: $184,207,284Liabilities 2020: $170,868,964Net Assets 2020: $13,338,3202020Assets 2021: $241,129,566Liabilities 2021: $223,216,649Net Assets 2021: $17,912,9172021Assets 2022: $262,530,587Liabilities 2022: $243,573,391Net Assets 2022: $18,957,1962022Assets 2023: $256,316,475Liabilities 2023: $237,924,667Net Assets 2023: $18,391,8082023Assets 2024: $268,617,535Liabilities 2024: $249,417,060Net Assets 2024: $19,200,4752024

Highlighted filing

2020

Assets$184,207,284
Liabilities$170,868,964
Net Assets$13,338,320
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,845,540Expenses 2011: $326,340Net Income 2011: $5,519,2002011Revenue 2012: $3,122,242Expenses 2012: $313,310Net Income 2012: $2,808,9322012Revenue 2013: $16,256,141Expenses 2013: $4,126,742Net Income 2013: $12,129,3992013Revenue 2014: $3,882,853Expenses 2014: $4,267,644Net Income 2014: -$384,7912014Revenue 2015: $8,255,653Expenses 2015: $4,419,947Net Income 2015: $3,835,7062015Revenue 2019: -$831,839Expenses 2019: $259,482Net Income 2019: -$1,091,3212019Revenue 2020: $17,643,557Expenses 2020: $17,140,565Net Income 2020: $502,9922020Revenue 2021: $5,099,071Expenses 2021: $524,474Net Income 2021: $4,574,5972021Revenue 2022: $2,300,195Expenses 2022: $1,255,916Net Income 2022: $1,044,2792022Revenue 2023: $687,080Expenses 2023: $1,252,468Net Income 2023: -$565,3882023Revenue 2024: $2,009,966Expenses 2024: $1,201,299Net Income 2024: $808,6672024

Highlighted filing

2020

Revenue$17,643,557
Expenses$17,140,565
Net Income$502,992
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN HAGANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Hagan Trust
EIN
45-6159017
Phone
5734744815
Address
PO BOX 1225, COLUMBIA, MO 65205

Signing Officer

Name
Dan Hagan
Title
Trustee
Phone
5734744815
Signed
2021-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD, ST LOUIS, MO 63141
Preparer
Mary a Greencpa
Phone
3148121100
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2430034
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2523966
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2651898
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2786
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt281357
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2941311
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt302766
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt317141
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt322337
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt331270
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LAND IMPRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2APPLIANCES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3LANDSCAPING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5POSTAL METER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6GROUNDS EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FLOOR COVERINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8ISP EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9TOYOTA TRUCKS (2)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10APPLIANCES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11FLOOR COVERINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12GROUNDS EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13ISP EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14VEHICLES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15BV LAND IMPR- WATER HYDRANTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16BV APPL-LAUNDRY EQUIP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17BV FLOOR COVERING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18BV EQUIP-FIRE EXTINGUISHERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19BV ISP EQUIP-ROUTER & CORDS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20BV LED BULBS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21BV THERMOSTATS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22BV LAWN MOWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23BV FLOOR COVERINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24BV HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25BV HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26BV FLOOR COVERINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27BV HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28GREEN MOWER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29BV FLOOR COVERINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30BV DISH EQUIP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31BV FLOOR COVERINGS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32BV STAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33BV TENNIS COURT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34LAND
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PAGE 1, PART I, LINE 24; PAGE 5, PART VII-B, LINE 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TRUST RECEIVED ADMINISTRATIVE SUPPORT FROM THE GRANTOR, DAN HAGAN, WITHOUT CHARGE. THE VALUE OF THESE SERVICES IS NOT RECORDED AS REVENUE OR EXPENSE BY THE TRUST.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09526022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130118009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299782440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328802629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014313000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142440000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2150930000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt334727000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALLIANZ SE ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BANK OF NY MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2LINCOLN NATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PRINCIPAL FINL
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0514311
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016837701
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt0-95028
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0169
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017256984
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0169
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017257153
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03106
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03106
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016837701
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0253683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0253683
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt043991
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt043991
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0190232
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0514311
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0502992
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0291376
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0291376
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0291376
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0249655464
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt05339
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0408
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt05339
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05747
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016837701
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0252852
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-95028
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt09217
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt09217
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt09217
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt075991
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt075991
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt075991
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0148049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02703
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016720621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016577083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt08789
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt021066

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,207,284
Liabilities
$170,868,964
Net assets
$13,338,320
Revenue
$17,643,557
Expenses
$17,140,565
Net income
$502,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$269$249$19.2$2.01$1.20$0.81
2023Detailed filing. Detailed filing data is available for this year.$256$238$18.4$0.69$1.25$0.57
2022Detailed filing. Detailed filing data is available for this year.$263$244$19.0$2.30$1.26$1.04
2021Detailed filing. Detailed filing data is available for this year.$241$223$17.9$5.10$0.52$4.57
2020Detailed filing. Detailed filing data is available for this year.$184$171$13.3$17.6$17.1$0.50
2019Summary only. Only limited summary data is available for this year.$197$157$0.83$0.26$1.09
2015Summary only. Only limited summary data is available for this year.$127$99.7$8.26$4.42$3.84
2014Summary only. Only limited summary data is available for this year.$119$95.1$3.88$4.27$0.38
2013Summary only. Only limited summary data is available for this year.$111$86.6$16.3$4.13$12.1
2012Summary only. Only limited summary data is available for this year.$59.6$47.6$3.12$0.31$2.81
2011Summary only. Only limited summary data is available for this year.$55.6$46.4$5.85$0.33$5.52