Hageman Foundation Inc

Hageman Foundation consistently grows assets with zero reported officer compensation.

EIN: 205274525 · Carmel, IN · NTEE: T22 · Updated: 2026-03-28

$545KRevenue
$2.3MAssets
85/100Mission Score (Excellent)
T22
Hageman Foundation Inc Financial Summary
MetricValue
Total Revenue$545K
Total Expenses$134K
Program Spending90%
CEO/Top Officer Pay$2
Net Assets$2.2M
Transparency Score85/100

Is Hageman Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Hageman Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Hageman Foundation Inc

Hageman Foundation Inc (EIN: 205274525) is a nonprofit organization based in Carmel, IN, classified under NTEE code T22. The organization reported total revenue of $545K and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Hageman Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Hageman Foundation Inc is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$221K
Total Expenses$134K
Surplus / Deficit+$87K
Total Assets$2.2M
Total Liabilities$275
Net Assets$2.2M
Operating Margin39.3%
Debt-to-Asset Ratio0.0%
Months of Reserves194.8 months

Financial Health Grade: A

In 2023, Hageman Foundation Inc reported a surplus of $87K with revenue exceeding expenses, holds 194.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Hageman Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+28.8%-0.6%+4.2%
2022-16.4%+17.3%+1.8%
2021+42.6%+1.5%+4.6%
2020-24.1%-5.1%+1.6%
2019+184.4%+4.2%-0.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Hageman Foundation Inc. demonstrates consistent financial stability, with assets growing from $723,410 in 2011 to $2,175,531 in 2023. The organization consistently spends less than its revenue, allowing for asset accumulation, as seen in the 2023 period where revenue was $220,977 against expenses of $134,040. This indicates a fiscally conservative approach. The foundation's liabilities have remained minimal, consistently at $275 or less in recent years, suggesting strong financial management and low debt dependency. Spending efficiency appears high, particularly given the consistent reporting of 0% officer compensation across all available filings. This suggests that the organization's leadership is either volunteer-based or compensated through other means not categorized as officer compensation, which can be a positive indicator of resource allocation directly to mission. However, without a detailed breakdown of program, administrative, and fundraising expenses, a precise assessment of spending efficiency is challenging. The NTEE code T22 (Private Grantmaking Foundations) implies that a significant portion of expenses would likely be grants to other organizations. Transparency is generally good, with consistent IRS 990 filings available over a long period. The absence of officer compensation is a notable transparent detail. To further enhance transparency, a more granular breakdown of expenses beyond total expenses would be beneficial for external analysis, specifically detailing how the $134,040 in expenses for 2023 was allocated among program services, administration, and fundraising.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Hageman Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Hageman Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$221KTotal Revenue
$134KTotal Expenses
$2.2MTotal Assets
$275Total Liabilities
$2.2MNet Assets
  • The organization reported a surplus of $87K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either uncompensated or compensated through non-officer channels, which is highly unusual for an organization with over $2 million in assets.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Hageman Foundation Inc's IRS 990 filings:

  • Lack of detailed expense breakdown (program, admin, fundraising) in provided data makes precise efficiency assessment difficult.
  • Consistent 0% officer compensation is unusual for an organization of this asset size and could warrant further inquiry into how leadership is supported or structured.

Strengths

The following positive indicators were identified for Hageman Foundation Inc:

  • Consistent asset growth, indicating strong financial management and sustainability.
  • Very low liabilities, demonstrating minimal debt and strong fiscal health.
  • Consistent reporting of 0% officer compensation, suggesting high dedication of resources to mission.
  • Long history of consistent IRS 990 filings, indicating good transparency.

Frequently Asked Questions about Hageman Foundation Inc

Is Hageman Foundation Inc a legitimate charity?

Hageman Foundation Inc (EIN: 205274525) is a registered tax-exempt nonprofit based in Indiana. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $545K. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Hageman Foundation Inc spend its money?

Hageman Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Hageman Foundation Inc tax-deductible?

Hageman Foundation Inc is registered as a tax-exempt nonprofit (EIN: 205274525). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Hageman Foundation Inc CEO make?

Hageman Foundation Inc's highest-compensated officer earns $2 annually. The organization reported $545K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Hageman Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Hageman Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Hageman Foundation Inc located?

Hageman Foundation Inc is headquartered in Carmel, Indiana and files with the IRS under EIN 205274525. It is classified under NTEE code T22.

How many years of IRS 990 filings does Hageman Foundation Inc have?

Hageman Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $545K in total revenue.

How does Hageman Foundation Inc. manage to operate with 0% officer compensation?

The consistent reporting of 0% officer compensation suggests that the foundation's leadership may be entirely volunteer-based, or their compensation is categorized differently within the IRS 990, such as through a related entity or as general administrative expenses not specifically tied to officers.

What is the primary focus of Hageman Foundation Inc.'s grantmaking activities?

As a Private Grantmaking Foundation (NTEE T22), its primary focus is distributing grants to other organizations. However, the specific areas or causes it supports are not detailed in the provided financial data.

Is the Hageman Foundation Inc. financially stable?

Yes, the foundation demonstrates strong financial stability, with assets consistently growing from $723,410 in 2011 to $2,175,531 in 2023, and expenses generally well below revenue, indicating sound financial management.

Filing History

IRS 990 filing history for Hageman Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Hageman Foundation Inc's revenue has grown by 178.8%, moving from $79K to $221K. Total assets increased by 200.7% over the same period, from $723K to $2.2M. Total functional expenses rose by 80.3%, from $74K to $134K. In its most recent filing year (2023), Hageman Foundation Inc reported a surplus of $87K, with revenue exceeding expenses. The organization holds $275 in liabilities against $2.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $221K $134K $2.2M $275 View 990
2022 $172K $135K $2.1M $275 View 990
2021 $205K $115K $2.1M $275 View 990
2020 $144K $113K $2.0M $275
2019 $190K $119K $1.9M $75 View 990
2015 $67K $115K $1.9M $1 View 990
2014 $300K $41K $2.0M $1 View 990
2013 $1.1M $39K $1.8M $1 View 990
2012 $35K $18K $744K $1 View 990
2011 $79K $74K $723K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $221K, expenses of $134K, and assets of $2.2M (revenue +28.8% year-over-year).
  • 2022: Revenue of $172K, expenses of $135K, and assets of $2.1M (revenue -16.4% year-over-year).
  • 2021: Revenue of $205K, expenses of $115K, and assets of $2.1M (revenue +42.6% year-over-year).
  • 2020: Revenue of $144K, expenses of $113K, and assets of $2.0M (revenue -24.1% year-over-year).
  • 2019: Revenue of $190K, expenses of $119K, and assets of $1.9M (revenue +184.4% year-over-year).
  • 2015: Revenue of $67K, expenses of $115K, and assets of $1.9M (revenue -77.8% year-over-year).
  • 2014: Revenue of $300K, expenses of $41K, and assets of $2.0M (revenue -71.9% year-over-year).
  • 2013: Revenue of $1.1M, expenses of $39K, and assets of $1.8M (revenue +2972.0% year-over-year).
  • 2012: Revenue of $35K, expenses of $18K, and assets of $744K (revenue -56.1% year-over-year).
  • 2011: Revenue of $79K, expenses of $74K, and assets of $723K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Hageman Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Hageman Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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