Civic Intelligence

Patrick & Beatrice Haggerty Foundation

EIN 75-2076387 • Dallas, TX

4712 Shadywood LaneDallas, TX 75209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

150%

Faster revenue growth than 93% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,197,907

Up $1,493,235 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,197,907

Up $1,493,235 (+10%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin73rd percentile

Revenue

Up

$1,554,699

Up $931,929 (+150%) from 2023

Expenses

Up

$1,183,318

Up $4,757 (+0.4%) from 2023

Net Income

Up

$371,381

Up $927,172 (+167%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,279,931Liabilities 2011: $02011Assets 2012: $12,866,437Liabilities 2012: $02012Assets 2013: $14,675,306Liabilities 2013: $02013Assets 2014: $14,960,061Liabilities 2014: $02014Assets 2015: $14,153,012Liabilities 2015: $0Net Assets 2015: $14,153,0122015Assets 2016: $15,073,483Liabilities 2016: $0Net Assets 2016: $15,073,4832016Assets 2017: $12,248,091Liabilities 2017: $0Net Assets 2017: $12,248,0912017Assets 2018: $10,955,917Liabilities 2018: $0Net Assets 2018: $10,955,9172018Assets 2019: $13,618,886Liabilities 2019: $0Net Assets 2019: $13,618,8862019Assets 2020: $15,660,861Liabilities 2020: $0Net Assets 2020: $15,660,8612020Assets 2021: $11,557,542Liabilities 2021: $0Net Assets 2021: $11,557,5422021Assets 2022: $15,534,957Liabilities 2022: $0Net Assets 2022: $15,534,9572022Assets 2023: $14,704,672Liabilities 2023: $0Net Assets 2023: $14,704,6722023Assets 2024: $16,197,907Liabilities 2024: $0Net Assets 2024: $16,197,9072024

Highlighted filing

2024

Assets$16,197,907
Liabilities$0
Net Assets$16,197,907
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,223,143Expenses 2011: $753,846Net Income 2011: $469,2972011Revenue 2012: $672,232Expenses 2012: $794,654Net Income 2012: -$122,4222012Revenue 2013: $843,031Expenses 2013: $708,199Net Income 2013: $134,8322013Revenue 2014: $1,208,742Expenses 2014: $797,498Net Income 2014: $411,2442014Revenue 2015: -$102,266Expenses 2015: $805,633Net Income 2015: -$907,8992015Revenue 2016: $542,029Expenses 2016: $781,517Net Income 2016: -$239,4882016Revenue 2017: $1,100,725Expenses 2017: $853,754Net Income 2017: $246,9712017Revenue 2018: $1,299,417Expenses 2018: $860,389Net Income 2018: $439,0282018Revenue 2019: $706,297Expenses 2019: $935,951Net Income 2019: -$229,6542019Revenue 2020: $905,030Expenses 2020: $964,861Net Income 2020: -$59,8312020Revenue 2021: $2,446,755Expenses 2021: $973,566Net Income 2021: $1,473,1892021Revenue 2022: $1,631,219Expenses 2022: $1,261,191Net Income 2022: $370,0282022Revenue 2023: $622,770Expenses 2023: $1,178,561Net Income 2023: -$555,7912023Revenue 2024: $1,554,699Expenses 2024: $1,183,318Net Income 2024: $371,3812024

Highlighted filing

2024

Revenue$1,554,699
Expenses$1,183,318
Net Income$371,381
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,197,907
Liabilities
$0
Net assets
$16,197,907
Revenue
$1,554,699
Expenses
$1,183,318
Net income
$371,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.55$1.18$0.37
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.62$1.18$0.56
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.63$1.26$0.37
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.45$0.97$1.47
2020Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.91$0.96$0.06
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.71$0.94$0.23
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.30$0.86$0.44
2017Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.10$0.85$0.25
2016Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.54$0.78$0.24
2015Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.10$0.81$0.91
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$1.21$0.80$0.41
2013Summary only. Only limited summary data is available for this year.$14.7$0.00$0.84$0.71$0.13
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$0.67$0.79$0.12
2011Summary only. Only limited summary data is available for this year.$12.3$0.00$1.22$0.75$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK E HAGGERTYChairman/CEO-$0--
MICHAEL HAGGERTYSecretary/Treasurer-$0--
PEGGY KELSEYDirector-$0--
TERESA HAGGERTY PARRAVANODirector-$0--
ROBERT MOOSEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patrick & Beatrice Haggerty Foundation
EIN
75-2076387
Phone
2143611921
Address
4712 SHADYWOOD LANE, DALLAS, TX 75209

Signing Officer

Name
Patrick Haggerty
Title
Chairman
Phone
2143611921
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Saville Cpas and Advisors LLC
Address
700 NORTH PEARL STREET SUITE 1900, DALLAS, TX 75201
Preparer
Nancy K Jaris CPA
Phone
2149229727
Raw XML AppendixShowing 400 of 732 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICK E HAGGERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL HAGGERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PEGGY KELSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TERESA HAGGERTY PARRAVANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT MOOSEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47CHARITABLE - FOR GENERAL OPERATIONS OF AGENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UT SOUTHWESTERN MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BISHOP DUNNE CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DALLAS COURT APPOINTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NEXUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MARQUETTE UNIVERSITY HAGGERTY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DALLAS MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST MARY OF CARMEL CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9VISITING NURSE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10OUR LADY OF PERPETUAL HELP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11DALLAS CHILDRENS ADVOCACY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HOUSING CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13CRYSTAL CHARITY BALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14HOPE COTTAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15DOOR COUNTY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16UNIVERSITY OF DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17DALLAS CHILDREN'S THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18YOUTH WITH FACES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19MOSAIC FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20PARAMOUNT THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21PRESERVATION HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22PENINSULA PLAYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23TODOS JUNTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24ST LOUISE HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25CARITAS OF AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26GIBRALTAR HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27HOPE SUPPLY CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28BIG BROTHERS BIG SISTERS GREATER DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29SOUTHWESTERN DIABETIC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30DIVINE SAVIOR HOLY ANGELS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31JONATHAN'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32CHILD PROTECTIVE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33HEROES FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34MARQUETTE UNIVERSITY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35NEW ORLEANS AIRLIFT - MUSIC BOX VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36LOUISIANA BUCKET BRIGADE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37CHRIST THE KING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38CLAYTON DABNEY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40LEGAL HOSPICE OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41PROMISE HILL PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42PEDIPLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43RISE ADAPTIVE SPORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44DOOR COUNTY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45WOMEN'S FUND OF DOOR COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46ST JOHN BOSCO SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47MONDO BIZARRO PRODUCTIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SO-DP

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