Kermit K Lackey Foundation

Utica, MI
Tax-exempt since May 2007
EIN: 20-8676644

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$15.9k (2024)

Expenses

$22.5k (2024)

Total Assets

$99.5k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$15,922

Expenses

$22,545

Net Income

-$6,623

Net Assets

$99,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58	0.4%
Dividends	$5,172	32.5%
Sales of Assets	$10,692	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	22.2%
Compensation of Officers*	$9,500	42.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$99,546
Total Liabilities	$0
Net Assets	$99,546

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (Director)	$3,500	$0
Stephanie N Marotta (President)	$2,000	$0
Gillian Treier (Director)	$2,000	$0
Michael J Smith (Director)	$2,000	$0

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990-PF

Filed on May 1, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$12,322

Expenses

$17,750

Net Income

-$5,428

Net Assets

$106,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.1%
Dividends	$6,240	50.6%
Sales of Assets	$6,065	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,200	34.9%
Compensation of Officers*	$4,500	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,847
Total Liabilities	$0
Net Assets	$106,847

Compensation

Key Employees and Officers	Compensation	Other
Stephanie N Marotta (President)	$1,500	$0
Gillian Treier (Director)	$1,500	$0
Michael J Smith (Director)	$1,500	$0

990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$19,538

Expenses

$27,312

Net Income

-$7,774

Net Assets

$100,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,638	34.0%
Sales of Assets	$12,900	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,500	27.5%
Compensation of Officers*	$10,000	36.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$100,030
Total Liabilities	$0
Net Assets	$100,030

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0
Michael J Smith (Director)	$2,500	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$20,084

Expenses

$28,173

Net Income

-$8,089

Net Assets

$99,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,553	17.7%
Sales of Assets	$16,226	80.8%
Other Income	$305	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,800	20.6%
Compensation of Officers*	$10,000	35.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$99,093
Total Liabilities	$0
Net Assets	$99,093

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on April 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$11,397

Expenses

$26,048

Net Income

-$14,651

Net Assets

$105,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,035	35.4%
Sales of Assets	$7,068	62.0%
Other Income	$294	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,500	25.0%
Compensation of Officers*	$10,000	38.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$105,594
Total Liabilities	$1
Net Assets	$105,593

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$16,442

Expenses

$25,881

Net Income

-$9,439

Net Assets

$123,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,684	28.5%
Sales of Assets	$11,264	68.5%
Other Income	$494	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,800	22.4%
Compensation of Officers*	$10,000	38.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,823
Total Liabilities	$1
Net Assets	$123,822

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on June 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$19,863

Expenses

$46,757

Net Income

-$26,894

Net Assets

$137,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,235	26.4%
Sales of Assets	$14,152	71.2%
Other Income	$476	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,361	28.6%
Compensation of Officers*	$10,000	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,151
Total Liabilities	$0
Net Assets	$137,151

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$6,672

Expenses

$73,651

Net Income

-$66,979

Net Assets

$167,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,538	98.0%
Sales of Assets	$104	1.6%
Other Income	$30	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,737	14.6%
Compensation of Officers*	$10,000	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$167,458
Total Liabilities	$0
Net Assets	$167,458

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on May 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$7,070

Expenses

$43,812

Net Income

-$36,742

Net Assets

$219,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,798	> 100%
Sales of Assets	-$805
Other Income	$77	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,778	26.9%
Compensation of Officers*	$10,000	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,392
Total Liabilities	$0
Net Assets	$219,392

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on May 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

-$2,395

Expenses

$45,847

Net Income

-$48,242

Net Assets

$256,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,244
Sales of Assets	-$10,673
Other Income	$34

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,462	42.4%
Compensation of Officers*	$10,000	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$256,134
Total Liabilities	$0
Net Assets	$256,134

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on May 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$25,268

Expenses

$40,963

Net Income

-$15,695

Net Assets

$308,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,785	38.7%
Sales of Assets	$12,051	47.7%
Other Income	$3,432	13.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,808	33.7%
Compensation of Officers*	$10,000	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$308,052
Total Liabilities	$0
Net Assets	$308,052

Compensation

Key Employees and Officers	Compensation	Other
David P Sutherland (President)	$2,500	$0
Mary E Lubera (Director)	$2,500	$0
Robert R Lubera (Director)	$2,500	$0
Stephanie N Marotta (Director)	$2,500	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$21,676

Expenses

$47,683

Net Income

-$26,007

Net Assets

$324,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,245	70.3%
Sales of Assets	$4,543	21.0%
Other Income	$1,888	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,047	35.8%
Compensation of Officers*	$10,000	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,938
Total Liabilities	$0
Net Assets	$324,938

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$17,834

Expenses

$23,451

Net Income

-$5,617

Net Assets

$353,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,139	12.0%
Sales of Assets	$10,950	61.4%
Other Income	$4,745	26.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,117	30.3%
Compensation of Officers*	$4,500	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$353,196
Total Liabilities	$0
Net Assets	$353,196

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,622

Expenses

$30,731

Net Income

-$28,109

Net Assets

$361,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,220	> 100%
Sales of Assets	$0
Other Income	$2,598	99.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,500	47.2%
Compensation of Officers*	$2,000	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$361,016
Total Liabilities	$0
Net Assets	$361,016

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Kermit K Lackey Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $15.9k (2024)

Expenses $22.5k (2024)

Total Assets $99.5k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$15.9k (2024)

Expenses

$22.5k (2024)

Total Assets

$99.5k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007