Civic Intelligence

The Haeger Foundation Co Julie D Haeger

990PF • Fiscal year 2020 • EIN 46-1423801

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 08, 2021

Organization Profile
PO Box 528East Troy, WI 53120

(847) 366-8455

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

35th percentile

-3.0%

Higher net margin than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,625,908

Down $8,942 (-0.3%) from 2019

Net Assets

Down

$2,625,908

Down $8,942 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin35th percentile

Revenue

Up

$294,173

Up $105,235 (+56%) from 2019

Expenses

Up

$303,115

Up $64,651 (+27%) from 2019

Net Income

Up

-$8,942

Up $40,584 (+82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,158,159Liabilities 2012: $02012Assets 2013: $2,395,163Liabilities 2013: $0Net Assets 2013: $2,395,1632013Assets 2014: $2,955,508Liabilities 2014: $0Net Assets 2014: $2,955,5082014Assets 2015: $2,934,218Liabilities 2015: $2,9502015Assets 2016: $2,770,815Liabilities 2016: $0Net Assets 2016: $2,770,8152016Assets 2017: $2,840,078Liabilities 2017: $0Net Assets 2017: $2,840,0782017Assets 2018: $2,684,376Liabilities 2018: $0Net Assets 2018: $2,684,3762018Assets 2019: $2,634,850Liabilities 2019: $0Net Assets 2019: $2,634,8502019Assets 2020: $2,625,908Liabilities 2020: $0Net Assets 2020: $2,625,9082020Assets 2021: $2,522,909Liabilities 2021: $0Net Assets 2021: $2,522,9092021Assets 2022: $2,583,425Liabilities 2022: $0Net Assets 2022: $2,583,4252022Assets 2023: $2,685,180Liabilities 2023: $0Net Assets 2023: $2,685,1802023Assets 2024: $2,693,941Liabilities 2024: $0Net Assets 2024: $2,693,9412024

Highlighted filing

2020

Assets$2,625,908
Liabilities$0
Net Assets$2,625,908
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,158,159Expenses 2012: $0Net Income 2012: $1,158,1592012Revenue 2013: $1,416,923Expenses 2013: $179,919Net Income 2013: $1,237,0042013Revenue 2014: $621,087Expenses 2014: $60,742Net Income 2014: $560,3452014Revenue 2015: $78,761Expenses 2015: $103,001Net Income 2015: -$24,2402015Revenue 2016: $40,594Expenses 2016: $201,047Net Income 2016: -$160,4532016Revenue 2017: $288,245Expenses 2017: $218,982Net Income 2017: $69,2632017Revenue 2018: $136,453Expenses 2018: $292,155Net Income 2018: -$155,7022018Revenue 2019: $188,938Expenses 2019: $238,464Net Income 2019: -$49,5262019Revenue 2020: $294,173Expenses 2020: $303,115Net Income 2020: -$8,9422020Revenue 2021: $286,701Expenses 2021: $389,700Net Income 2021: -$102,9992021Revenue 2022: $368,939Expenses 2022: $308,423Net Income 2022: $60,5162022Revenue 2023: $369,395Expenses 2023: $266,198Net Income 2023: $103,1972023Revenue 2024: $483,296Expenses 2024: $474,392Net Income 2024: $8,9042024

Highlighted filing

2020

Revenue$294,173
Expenses$303,115
Net Income-$8,942
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE D HAEGERPresident-$0--
ANDREW BOHLVice President-$0--
WILLIAM HAEGERTreasurer-$0--
ADRIENNE RIEISSLESecretary-$0--
MILTON HAEGERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORRIS ACADEMYAFTERCARE IN TREATMENT CENTERPCMUKWONAGE, WI, US$71,000
Paid GrantMUKWONAGO EDUCATIONAL FUNDCOVID RELIEFPCMUKWONAGO, WI, US$45,000
Paid GrantHELPING HANDSPROGRAM FUNDSPCGREEN BAY, WI, US$40,000
Paid GrantEAST TROY COMMUNITY SCHOOLSBATTLE BAGSPCEAST TROY, WI, US$26,700
Paid GrantEAST TROY COMMUNITY SCHOOLSCOPCEAST TROY, WI, US$22,000
Paid GrantUNITED WAY OF WAUKESHA COUNTYGENERAL FUNDSPCMILWAUKEE, WI, US$20,000
Paid GrantMUKWONGAGO FOOD PANTRYFOOD SUPPORTPCMUKWONAGO, WI, US$10,000
Paid GrantMUKWONAGO EDUCATIONAL FUNDDETOUR CLASSPCMUKWONAGO, WI, US$7,000
Paid GrantLINCOLN PARK COMMUNITY SERVICESCOVID RELIEFPCMILWAUKEE, WI, US$5,000
Paid GrantTHE HEALTHY COMMUNITY NETWORKEAGLE/PALMYRA SCHOOL DISTRICTPCPALMYRA, WI, US$3,500
Filing and Contact Details

Filer

Filer Name
The Haeger Foundation
EIN
46-1423801
Phone
8473668455
Address
PO BOX 528, EAST TROY, WI 53120

Signing Officer

Name
Julie D Haeger
Title
Officer
Phone
8473668455
Signed
2021-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Kimberly Delcomyn-javarinis
Phone
2392628686
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0177471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0369319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0193216
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8942
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02625908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02634850
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02625908
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0220391
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0220391
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0220391
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0223792
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03401
IRS990PF/DistributableAmountGrp/TotalTaxAmt03401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02808
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0625
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02808
IRS990PF/FMVAssetsEOYAmt05003851
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04096
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013101
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0822604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0937117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01000007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01697663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01611287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03924480
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0109749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt064403
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt066263
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0738
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02634850
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02625908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02634850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02625908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05003851
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02634850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02625908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02634850
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02625908
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04543998
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04509645
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068160
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0223792
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04475838
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04543998
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE D HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANDREW BOHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ADRIENNE RIEISSLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MILTON HAEGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4EAST TROY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0253610
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0253610
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0253610
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0708 ROYAL PLAZA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT LAUDERDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JULIE D HAEGER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08473668455
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MILTON HAEGER

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,625,908
Liabilities
$0
Net assets
$2,625,908
Revenue
$294,173
Expenses
$303,115
Net income
-$8,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.48$0.47$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.37$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.37$0.31$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.29$0.39$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.29$0.30$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.19$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.14$0.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.29$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.04$0.20$0.16
2015Summary only. Only limited summary data is available for this year.$2.93$0.00$0.08$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.62$0.06$0.56
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.42$0.18$1.24
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.00$1.16