Civic Intelligence

William R Lathers Charitable Trust

990PF • Fiscal year 2022 • EIN 26-6337639

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile
PO Box 150Mears, MI 49436

(231) 873-5128

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-58%

Higher net margin than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$7,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-46%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,530,305

Down $47,871 (-3.0%) from 2021

Net Assets

Down

$1,530,305

Down $47,871 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$81,743

Down $70,021 (-46%) from 2021

Expenses

Down

$129,506

Down $4,125 (-3.1%) from 2021

Net Income

Down

-$47,763

Down $65,896 (-363%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,763,609Liabilities 2019: $500Net Assets 2019: $1,763,1092019Assets 2020: $1,561,251Liabilities 2020: $500Net Assets 2020: $1,560,7512020Assets 2021: $1,578,176Liabilities 2021: $0Net Assets 2021: $1,578,1762021Assets 2022: $1,530,305Liabilities 2022: $0Net Assets 2022: $1,530,3052022Assets 2023: $1,385,734Liabilities 2023: $0Net Assets 2023: $1,385,7342023Assets 2024: $1,383,713Liabilities 2024: $0Net Assets 2024: $1,383,7132024

Highlighted filing

2022

Assets$1,530,305
Liabilities$0
Net Assets$1,530,305
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2019: $17,916Expenses 2019: $197,267Net Income 2019: -$179,3512019Revenue 2020: -$92,763Expenses 2020: $109,139Net Income 2020: -$201,9022020Revenue 2021: $151,764Expenses 2021: $133,631Net Income 2021: $18,1332021Revenue 2022: $81,743Expenses 2022: $129,506Net Income 2022: -$47,7632022Revenue 2023: -$54,349Expenses 2023: $90,020Net Income 2023: -$144,3692023Revenue 2024: $122,185Expenses 2024: $123,998Net Income 2024: -$1,8132024

Highlighted filing

2022

Revenue$81,743
Expenses$129,506
Net Income-$47,763
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S DALE LATHERSTrustee-$7,500-$7,500
JANET LATHERSTrustee-$2,500-$2,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOCHGSNEW ROOF MUSEUM HOUSEPCHART, MI, US$18,000
Paid GrantOCEANA MASON COUNTY INMATE & FAMILY MINISTRIESGENERALPCHART, MI, US$10,000
Paid GrantFEEDING AMERICAGENERALPCGRAND RAPIDS, MI, US$10,000
Paid GrantROGEL CANCER CENTER U OF MICHIGAN MEDICINEGENERALPCANN ARBOR, MI, US$10,000
Paid GrantMUSKEGON RESCUE MISSIONGENERALPCMUSKEGON, MI, US$7,000
Paid GrantHART PUBLIC SCHOOLSMRS. MULLENS CLOSETPCHART, MI, US$5,000
Paid GrantLOVE INCCAPITAL CAMPAIGNPCSHELBY, MI, US$5,000
Paid GrantMARY FREE BED REHAB HOSPITALGENERALPCGRAND RAPIDS, MI, US$5,000
Paid GrantMEARS UNITED METHODIST CHURCHGENERALPCMEARS, MI, US$5,000
Paid GrantHARBOR HOSPICE FOUNDATION CAMP COURAGE PROGRAMGENERALPCMUSKEGON, MI, US$5,000
Paid GrantOCHGSREPRINTING SWIFTS'S BOOKSPCHART, MI, US$5,000
Paid GrantCOVEGENERALPCLUDINGTON, MI, US$5,000
Paid GrantOCEANA COUNTY CEDAR POINT PROJECTGENERALPCHART, MI, US$3,500
Paid GrantLEADER DOGS FOR THE BLINDGENERALPCROCHESTER HILLS, MI, US$3,000
Paid GrantWELL HOUSEGENERALPCGRAND RAPIDS, MI, US$2,500
Paid GrantSALVATION ARMYGENERALPCLUDINGTON, MI, US$2,000
Paid GrantHARBOR HOSPICEGENERALPCMUSKEGON, MI, US$2,000
Paid GrantLAKESHORE ANIMAL FRIENDSGENERALPCLUDINGTON, MI, US$2,000
Filing and Contact Details

Filer

Filer Name
William R Lathers Charitable Trust
EIN
26-6337639
Phone
2318735128
Address
PO BOX 150, MEARS, MI 49436

Signing Officer

Name
Janet Lathers
Title
Trustee
Phone
2318730466
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
De Boer Baumann & Company Plc
Address
110 N THIRD STREET, GRAND HAVEN, MI 49417
Preparer
George M Gardner Jr
Phone
6168463350
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72137.817 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73278.734 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74119.095 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75104.293 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7699.753 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77148.62 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7891.085 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7986.846 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8087.832 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81135.793 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82545.111 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8398.718 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84104.797 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85AMCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm862769.124 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87242.113 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88117.813 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89173.283 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90353.919 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9120.669 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9219.491 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93142.055 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9466.612 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm957.621 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9687.288 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97146.737 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98108.631 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99324.892 SHARES
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0104
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0665
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05373
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0129506
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt081743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05373
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-16
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022317
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-47763
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0723
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0615
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084259
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01062
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0830
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01892
IRS990PF/FMVAssetsEOYAmt01445850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01368345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01372697
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01288242
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt036364
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt034363
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt034363
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01578176
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01530305
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0173467
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0123245
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0123245
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01530305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01445850
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01530305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01578176
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01530305
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0169959
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01505582
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025662
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035292
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084259
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01685171
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01710833
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANET LATHERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1S DALE LATHERS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05896 FOX ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15896 FOX ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MEARS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149436
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0112695
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0112695
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,530,305
Liabilities
$0
Net assets
$1,530,305
Revenue
$81,743
Expenses
$129,506
Net income
-$47,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.09$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09$0.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.02$0.20$0.18