Civic Intelligence

The Haeger Foundation Co Julie D Haeger

990PF • Fiscal year 2023 • EIN 46-1423801

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

55th percentile

3.9%

Faster asset growth than 55% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

0.1%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,685,180

Up $101,755 (+3.9%) from 2022

Net Assets

Up

$2,685,180

Up $101,755 (+3.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin79th percentile

Revenue

Up

$369,395

Up $456 (+0.1%) from 2022

Expenses

Down

$266,198

Down $42,225 (-14%) from 2022

Net Income

Up

$103,197

Up $42,681 (+71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$2,685,180
Liabilities$0
Net Assets$2,685,180
Open 2023 Filing

Operations Trend

Revenue Growth39th 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

2023

Revenue$369,395
Expenses$266,198
Net Income$103,197
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE D HAEGERPresident-$0--
ANDREW BOHLVice President-$0--
WILLIAM HAEGERTreasurer-$0--
ADRIENNE RIEISSLESecretary-$0--
MILTON HAEGERDirector-$0--
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
2024-03-22
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 528
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EAST TROY
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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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0218499
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0218499
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
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
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08473668455
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2WILLIAM HAEGER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3ADRIENNE RIEISSLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm4MILTON HAEGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0207000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0W247 S10395 CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1123 BURR OAK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUKWONAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALMYRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153156
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0216000
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/AppliedToCurrentYearAmt0194834

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,685,180
Liabilities
$0
Net assets
$2,685,180
Revenue
$369,395
Expenses
$266,198
Net income
$103,197
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