Annette J Hagens Memorial Foundation is a 501(c)(3) organization based in Sarasota, Florida, registered in 1997, with $401,572 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$402K
▲ 114.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$232K
Net assets
$2.8M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Annette J Hagens Memorial Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Annette J Hagens Memorial Foundation: 145 mo reserves · +42% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Annette J Hagens Memorial Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Annette J Hagens Memorial Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $257K (FY2014) to $402K (FY2024) across 9 reported years.
Financial snapshot
Operating margin
42.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$0
Net assets
$2.8M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $401,572▲114% | $231,965▼5.1% | $2,811,748▲6.4% | $2,811,748▲6.4% | 990PF |
| 2023 | $187,333▲209% | $244,559▲7.0% | $2,642,531▼2.2% | $2,642,531▼2.2% | 990PF |
| 2022 | -$171,967▼137% | $228,491▼12.8% | $2,700,683▼12.9% | $2,700,683▼12.9% | 990PF |
| 2021 | $467,786▲141% | $262,020▲20.0% | $3,101,604▲7.1% | $3,101,604▲7.1% | 990PF |
| 2020 | $193,857▼79.3% | $218,348▼21.2% | $2,895,711▼7.7% | $2,895,711▼7.7% | 990PF |
| 2017 | $936,369▲744% | $277,009▲10.2% | $3,137,983▲26.6% | $3,137,983▲26.6% | 990PF |
| 2016 | $110,987▼21.8% | $251,465▼4.9% | $2,478,623▼5.4% | $2,478,623▼5.4% | 990PF |
| 2015 | $141,837▼44.9% | $264,316▼11.9% | $2,619,101▼4.6% | $2,619,101▼4.6% | 990PF |
| 2014 | $257,274 | $299,990▲15.8% | $2,746,201▼4.1% | $2,746,201▼4.1% | 990PF |
| 2012 | — | $259,111▼21.7% | $2,863,223▼5.4% | $2,863,223▼5.4% | 990PF |
| 2010 | — | $330,940 | $3,026,325 | $3,026,325 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for Annette J Hagens Memorial Foundation (EIN 65-6248208) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.