Civic Intelligence

Hensley Charitable Trust

990PF • Fiscal year 2021 • EIN 26-6036647

Oct 01, 2020 to Sep 30, 2021 • Filed on Oct 31, 2021

C/O SMBT 51 Pearl StColdwater, MI 49036

(517) 279-5503

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

50%

Higher net margin than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$20,521

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.5%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

71%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,149,637

Up $92,239 (+4.5%) from 2020

Net Assets

Up

$2,149,637

Up $92,239 (+4.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$162,629

Up $67,571 (+71%) from 2020

Expenses

Up

$81,893

Up $2,330 (+2.9%) from 2020

Net Income

Up

$80,736

Up $65,241 (+421%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,146,918Liabilities 2011: $0Net Assets 2011: $2,146,9182011Assets 2012: $2,171,047Liabilities 2012: $0Net Assets 2012: $2,171,0472012Assets 2013: $2,213,623Liabilities 2013: $0Net Assets 2013: $2,213,6232013Assets 2014: $2,202,574Liabilities 2014: $0Net Assets 2014: $2,202,5742014Assets 2015: $2,222,235Liabilities 2015: $0Net Assets 2015: $2,222,2352015Assets 2016: $2,178,983Liabilities 2016: $0Net Assets 2016: $2,178,9832016Assets 2017: $2,162,263Liabilities 2017: $0Net Assets 2017: $2,162,2632017Assets 2018: $2,124,101Liabilities 2018: $0Net Assets 2018: $2,124,1012018Assets 2019: $2,069,166Liabilities 2019: $0Net Assets 2019: $2,069,1662019Assets 2020: $2,057,398Liabilities 2020: $0Net Assets 2020: $2,057,3982020Assets 2021: $2,149,637Liabilities 2021: $0Net Assets 2021: $2,149,6372021Assets 2022: $2,060,988Liabilities 2022: $0Net Assets 2022: $2,060,9882022Assets 2023: $2,065,627Liabilities 2023: $0Net Assets 2023: $2,065,6272023Assets 2024: $2,068,300Liabilities 2024: $0Net Assets 2024: $2,068,3002024Assets 2025: $2,024,136Liabilities 2025: $0Net Assets 2025: $2,024,1362025

Highlighted filing

2021

Assets$2,149,637
Liabilities$0
Net Assets$2,149,637

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $105,4072011Expenses 2012: $74,9522012Expenses 2013: $97,5792013Revenue 2014: $116,859Expenses 2014: $113,477Net Income 2014: $3,3822014Revenue 2015: $98,892Expenses 2015: $111,308Net Income 2015: -$12,4162015Revenue 2016: $100,351Expenses 2016: $126,278Net Income 2016: -$25,9272016Revenue 2017: $67,445Expenses 2017: $105,235Net Income 2017: -$37,7902017Revenue 2018: $58,199Expenses 2018: $99,769Net Income 2018: -$41,5702018Revenue 2019: $54,765Expenses 2019: $95,603Net Income 2019: -$40,8382019Revenue 2020: $95,058Expenses 2020: $79,563Net Income 2020: $15,4952020Revenue 2021: $162,629Expenses 2021: $81,893Net Income 2021: $80,7362021Revenue 2022: $19,273Expenses 2022: $88,134Net Income 2022: -$68,8612022Revenue 2023: $99,813Expenses 2023: $102,778Net Income 2023: -$2,9652023Revenue 2024: $86,087Expenses 2024: $95,946Net Income 2024: -$9,8592024Revenue 2025: $81,850Expenses 2025: $106,540Net Income 2025: -$24,6902025

Highlighted filing

2021

Revenue$162,629
Expenses$81,893
Net Income$80,736
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Oct 31, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$20,521-$20,521
Filing and Contact Details

Filer

Filer Name
Hensley Charitable Trust
EIN
26-6036647
Phone
5172795503
Address
C/O SMBT 51 Pearl St, Coldwater, MI 49036

Signing Officer

Name
Sherrie Cochrane
Title
Trust officer
Phone
5172795500
Signed
2021-10-31
Discuss with paid preparer
No

Preparer

Firm
James W Gordon CPA PC
Address
92 West Chicago Street, Coldwater, MI 49036
Preparer
James Gordon
Phone
5172786100
Raw XML Appendix384 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0James W Gordon CPA PC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02220
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01175758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01205727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0717341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01296655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt057729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REIT investments
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt071751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt071968
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0162629
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0162629
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02220
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02220
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090635
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020521
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020521
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt058089
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt058089
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt080736
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt026
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0138825
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01063
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt058089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt081893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0162629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0162629
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152011-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4879
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt913728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1020151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1117987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1215367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1318269
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Artisan HI Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Eaton Vance Float Rate
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Fidelity Corp Bd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Principal Preferred Sec
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SPDR Portfolio Short TE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Viatris
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Aptargroup
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Berkshire Hathaway
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Campbell Soup Sr
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Canadian Pac Ltd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Chevron
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Clorox
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12IBM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Kimberly Clark
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Nextera
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Raytheon
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Unilever
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WEC Energy
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090635
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-665
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt080736
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011503
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02149637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02057398
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02149637
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01930
IRS990PF/DistributableAmountGrp/TotalTaxAmt01930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01940
IRS990PF/FMVAssetsEOYAmt02772942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01080553
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01175758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01205727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0847154
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0717341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01296655
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057729
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt057729
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt071751
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02057398
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071962
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0198809
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0198809
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02057398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02772942
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02057398
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02149637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02057398
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02149637
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Southern Michigan Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020521
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 W Pearl St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Coldwater
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049036
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt058089
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt058089
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt058089
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt051 W Pearl St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Coldwater
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Southern Michigan Bank & Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum05172795503
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Coldwater Kiwanis Club C/O Stan Tipton, 368 Airview Dr Coldwater, MI 49036
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0First Baptist Church 102 Bishop Ave Coldwater, MI 49036
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Hensley Charitable Scholarship Trust 51 W Pearl St Coldwater, MI 49036
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt019363
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt019363
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt019363
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt119363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt219363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable uses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable uses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Academic scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Coldwater Kiwanis Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1First Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hensley Charitable Scholarship Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O Stan Tipton 368 Airview Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1102 Bishop Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt251 W Pearl St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Coldwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Coldwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Coldwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058089
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt059102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt074499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0104170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0104170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0355296
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt059102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt074499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078550
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt085056
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058089
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058089
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0459466
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0401377
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011503
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net change in securities
TaxesSchedule/TaxesDetail/Amt0294
TaxesSchedule/TaxesDetail/Amt1769
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Income tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0294
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1769
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sherrie Cochrane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05172795500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hensley Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0HENS
ReturnHeader/Filer/EIN0266036647
ReturnHeader/Filer/PhoneNum05172795503
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SMBT 51 Pearl St
ReturnHeader/Filer/USAddress/CityNm0Coldwater
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383548727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James W Gordon CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt092 West Chicago Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coldwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049036
ReturnHeader/PreparerPersonGrp/PhoneNum05172786100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Gordon
ReturnHeader/ReturnTs02021-12-01T02:41:10-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sherrie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cochrane
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.11$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.02$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.16$0.08$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.05$0.10$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.07$0.11$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.10$0.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.10
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.11