Civic Intelligence

Hensley Charitable Trust

990PF • Fiscal year 2023 • EIN 26-6036647

Oct 01, 2022 to Sep 30, 2023 • Filed on Nov 15, 2023

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.

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

37th percentile

-3.0%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$20,401

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

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

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

97th percentile

418%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$2,065,627

Up $4,639 (+0.2%) from 2022

Net Assets

Up

$2,065,627

Up $4,639 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$99,813

Up $80,540 (+418%) from 2022

Expenses

Up

$102,778

Up $14,644 (+17%) from 2022

Net Income

Up

-$2,965

Up $65,896 (+96%) from 2022

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

2023

Assets$2,065,627
Liabilities$0
Net Assets$2,065,627

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

2023

Revenue$99,813
Expenses$102,778
Net Income-$2,965
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$20,401-$20,401
Filing and Contact Details

Filer

Filer Name
Hensley Charitable Trust
EIN
26-6036647
In Care Of
% Matthew Moses
Phone
5172795503
Address
C/O SMBT 51 Pearl St, Coldwater, MI 49036

Signing Officer

Name
Southern Michigan Bank and Trust
Title
Trustee
Phone
5172795503
Signed
2023-11-15
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 Appendix255 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/BusinessName/BusinessNameLine1Txt0Southern Michigan Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020401
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 W Pearl St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Coldwater
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Hensley Charitable Scholarship Trust 51 W Pearl St Coldwater, MI 49036
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hensley Charitable Scolarship Trust
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt07604
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net change in securities
TaxesSchedule/TaxesDetail/Amt0324
TaxesSchedule/TaxesDetail/Amt1720
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0324
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Southern Michigan Bank and Trust
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05172795503
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hensley Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0HENS
ReturnHeader/Filer/EIN0266036647
ReturnHeader/Filer/InCareOfNm0% Matthew Moses
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/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Gordon
ReturnHeader/ReturnTs02023-10-30T08:26:11-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Southern Michigan Ba
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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