Civic Intelligence

Latham Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 56-1437068

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 23, 2021

Organization Profile
8009 Windsor WayElon, NC 27244

(336) 270-6654

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$951,671

Up $10,893 (+1.2%) from 2019

Net Assets

Up

$951,671

Up $10,893 (+1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin74th percentile

Revenue

Up

$45,469

Up $15,662 (+53%) from 2019

Expenses

Down

$34,499

Down $31,126 (-47%) from 2019

Net Income

Up

$10,970

Up $46,788 (+131%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $969,991Liabilities 2011: $02011Assets 2012: $1,013,589Liabilities 2012: $0Net Assets 2012: $1,013,5892012Assets 2013: $946,794Liabilities 2013: $0Net Assets 2013: $946,7942013Assets 2014: $917,563Liabilities 2014: $0Net Assets 2014: $917,5632014Assets 2015: $904,895Liabilities 2015: $0Net Assets 2015: $904,8952015Assets 2016: $866,861Liabilities 2016: $0Net Assets 2016: $866,8612016Assets 2017: $900,487Liabilities 2017: $0Net Assets 2017: $900,4872017Assets 2018: $980,202Liabilities 2018: $0Net Assets 2018: $980,2022018Assets 2019: $940,778Liabilities 2019: $0Net Assets 2019: $940,7782019Assets 2020: $951,671Liabilities 2020: $0Net Assets 2020: $951,6712020Assets 2021: $938,673Liabilities 2021: $0Net Assets 2021: $938,6732021Assets 2022: $903,324Liabilities 2022: $0Net Assets 2022: $903,3242022Assets 2023: $886,368Liabilities 2023: $0Net Assets 2023: $886,3682023Assets 2024: $720,828Liabilities 2024: $0Net Assets 2024: $720,8282024

Highlighted filing

2020

Assets$951,671
Liabilities$0
Net Assets$951,671
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $60,097Expenses 2011: $50,947Net Income 2011: $9,1502011Expenses 2012: $83,4242012Revenue 2013: $23,379Expenses 2013: $83,413Net Income 2013: -$60,0342013Revenue 2014: $67,391Expenses 2014: $96,622Net Income 2014: -$29,2312014Revenue 2015: $67,257Expenses 2015: $79,925Net Income 2015: -$12,6682015Revenue 2016: $29,977Expenses 2016: $67,357Net Income 2016: -$37,3802016Revenue 2017: $84,546Expenses 2017: $50,849Net Income 2017: $33,6972017Revenue 2018: $130,432Expenses 2018: $49,210Net Income 2018: $81,2222018Revenue 2019: $29,807Expenses 2019: $65,625Net Income 2019: -$35,8182019Revenue 2020: $45,469Expenses 2020: $34,499Net Income 2020: $10,9702020Revenue 2021: $26,909Expenses 2021: $39,888Net Income 2021: -$12,9792021Revenue 2022: $12,982Expenses 2022: $48,331Net Income 2022: -$35,3492022Revenue 2023: $21,948Expenses 2023: $38,904Net Income 2023: -$16,9562023Revenue 2024: $17,273Expenses 2024: $180,796Net Income 2024: -$163,5232024

Highlighted filing

2020

Revenue$45,469
Expenses$34,499
Net Income$10,970
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 23, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W BRYAN LATHAMPres & TreasPT$0--
JANET MOSELY LATHAMVP And Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Latham Charitable Foundation
EIN
56-1437068
Phone
3362706654
Address
8009 WINDSOR WAY, ELON, NC 27244

Signing Officer

Name
W Bryan Latham
Title
Pres & Treas
Phone
3362706654
Signed
2021-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Stout Stuart Mcgowen & King Llp
Address
PO BOX 1440, BURLINGTON, NC 27216-1440
Preparer
Thomas D Mcgowen Jr
Phone
3362267343
Raw XML Appendix329 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01615 GREENWOOD TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1GREENVILLE CTR STE 1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127858
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01750
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/AppliedToCurrentYearAmt029343
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08870
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029343
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08870
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09280
OtherDecreasesSchedule/OtherDecreasesDetail/Amt098
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2110
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 EXCISE TAX PAID IN 2020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FED HERMES DIV ON 1099 NOT PD
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ACCT ST6-202607 CASH NOT RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1143
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MAINTENANCE OF CULTURAL CENTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UTILITIES IN CULTURAL CENTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE CULTURAL CENTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06258
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21435
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31435
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4143
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0134
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCT ST6-202607 CB ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt12659
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12659
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt217400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt31500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES ST514
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES ST620
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CULTURAL CENTER DIRECTOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3SUMMER INTERN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt017400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12659
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0938
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt114
TaxesSchedule/TaxesDetail/Amt0938
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAXES PAID ST6202
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0938
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W BRYAN LATHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum03362706654
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LATHAM CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LATH
ReturnHeader/Filer/EIN0561437068
ReturnHeader/Filer/PhoneNum03362706654
ReturnHeader/Filer/USAddress/AddressLine1Txt08009 WINDSOR WAY
ReturnHeader/Filer/USAddress/CityNm0ELON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027244
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561037874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOUT STUART MCGOWEN & KING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272161440
ReturnHeader/PreparerPersonGrp/PhoneNum03362267343
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS D MCGOWEN JR
ReturnHeader/ReturnTs02021-07-09T12:56:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0W BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LATHAM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$951,671
Liabilities
$0
Net assets
$951,671
Revenue
$45,469
Expenses
$34,499
Net income
$10,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02$0.18$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.01$0.05$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.03$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.03$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.13$0.05$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.08$0.05$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.08$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.06$0.05$0.01