Civic Intelligence

Lewis W Hyer Trust 098310 C

990 • Fiscal year 2014 • EIN 43-6020535

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 08, 2015

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

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

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$424,928

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets7th percentile

Assets

$152,571,548

No earlier filing loaded for comparison.

Net Assets

$152,571,548

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

$16,506,851

No earlier filing loaded for comparison.

Expenses

$8,006,835

No earlier filing loaded for comparison.

Net Income

$8,500,016

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200M$150M$100M$50M$0Assets 2014: $152,571,548Liabilities 2014: $0Net Assets 2014: $152,571,5482014Assets 2018: $155,992,446Liabilities 2018: $0Net Assets 2018: $155,992,4462018Assets 2019: $155,620,653Liabilities 2019: $0Net Assets 2019: $155,620,6532019Assets 2020: $159,867,819Liabilities 2020: $0Net Assets 2020: $159,867,8192020Assets 2021: $167,937,358Liabilities 2021: $0Net Assets 2021: $167,937,3582021Assets 2022: $162,966,145Liabilities 2022: $0Net Assets 2022: $162,966,1452022Assets 2023: $158,196,420Liabilities 2023: $0Net Assets 2023: $158,196,4202023Assets 2024: $150,507,432Liabilities 2024: $0Net Assets 2024: $150,507,4322024

Highlighted filing

2014

Assets$152,571,548
Liabilities$0
Net Assets$152,571,548
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2014: $16,506,851Expenses 2014: $8,006,835Net Income 2014: $8,500,0162014Revenue 2018: $9,307,512Expenses 2018: $9,364,524Net Income 2018: -$57,0122018Revenue 2019: $9,009,111Expenses 2019: $9,355,606Net Income 2019: -$346,4952019Revenue 2020: $14,121,183Expenses 2020: $9,660,307Net Income 2020: $4,460,8762020Revenue 2021: $18,090,828Expenses 2021: $10,067,739Net Income 2021: $8,023,0892021Revenue 2022: $5,922,942Expenses 2022: $10,891,035Net Income 2022: -$4,968,0932022Revenue 2023: $5,781,534Expenses 2023: $10,504,426Net Income 2023: -$4,722,8922023Revenue 2024: $2,791,966Expenses 2024: $10,480,108Net Income 2024: -$7,688,1422024

Highlighted filing

2014

Revenue$16,506,851
Expenses$8,006,835
Net Income$8,500,016
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$167,710,248
Mission and Program Overview

Mission

PROVIDING GRANTS TOTALING $7,523,518.00 TO VARIOUS SECTION170(b)(1)(A)(ii) AND SECTION 170(b)(1)(A)(iii)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$144,114,408$152,571,548▲ $8,457,140
Investments Other Securities$142,274,146$150,763,621▲ $8,489,475
Cash and Non-Interest-Bearing Accounts$9,275,429$8,566,377▼ $709,052
Savings and Temporary Cash Investments$-7,435,167$-6,758,450▲ $676,717
Total Assets$144,114,408$152,571,548▲ $8,457,140
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,114,408$152,571,548▲ $8,457,140
Total Liabilities and Net Assets / Fund Balance$144,114,408$152,571,548▲ $8,457,140

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$150,763,621--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleOtherTotal
-Trustee$424,928$424,928
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,506,851
Other Revenue
$0
Change in Net Assets
$8,500,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,523,518
Salaries, Compensation, and Employee Benefits$424,928
Other Expenses$58,389
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,523,518--$7,523,518
Current Officers, Directors, Trustees, and Key Employees-$424,928-$424,928
All Other Expenses-$48,240-$48,240
Fees for Services Accounting-$7,480-$7,480
Fees for Service Investment Mgmnt Fees-$2,669-$2,669
Total Functional Expenses$7,523,518$483,317$0$8,006,835
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School of the OzarksPoint Look Out, MO-General Purposes$5,642,638
Shriners Hospital for ChildrenTampa, FL-General Purposes$752,352
American Cancer SocietyOklahoma City, OK-General Purposes$376,176
Ranken Jordan HomeMaryland Heights, MO-General Purposes$376,176
Skaggs Community HospitalBranson, MO-General Purposes$376,176
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanantion for Form 990, Part VII, Section A

“Trustee of the lewis w hyer trust # 098310c this foundation has no ind ividual employee receiving total compensation $ 424,927.82”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“NOT APPLICABLE”

Explanation for Form 990, Page 6, Part VI, Line 3

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 4

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 5

“N/A”

Explanation for Form 990, Page 6, Part VI, Line 6

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Us bank is co-trustee of the lewis w hyer trust #098310c and prepares and files the form 990 for this entity. A officer of us bank reviews the form 990 before it is filed”

Explanation for Form 990, Page 6, Part VI, Line 9

“N/A”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Follows us bank's corporate policy & procdures with regards to conflict of interest”

Filing and Contact Details

Filer

Filer Name
LEWIS W HYER TR #098310C
EIN
43-6020535
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank Na
Title
Trustee
Phone
3144182643
Signed
2015-10-08
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
Mo
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Schedule J

“990 part iv institutional trusteefor institutional trustees, fees for services paid pursuant to a contractual agreement or statutory entitle ment. While thecompensation of institutional trustees must be reported onform 990 part vii, it need not be reported on schedule j (form 990)”

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“American cancer society p.o. Box 720366 oklahoma city, ok 73162 ein: 44-0552054 total amount of grant: 376,176.00 skaggs community hospital p.o. Box 650 branson, mo 65615-0650 ein: 44-0584290 total amount of grant: 376,176.00”

Description of Reasonable Efforts Undertaken

“N/A”

Description of Process for Determining Compensation

“N/A”

Description for Making Documents Public

“UPON REQUEST”

Description for Making Documents Public

“Follows us bank's corporate policy & procedures with regards to conflict of interest, governing documents & financial statements are available upon request”

Estimate of Average Hours Per Week Devoted to Related Organizations

“Us bank na co-trustee 0 average hours”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference: $61512.00gain on py sales settled cy adjustment: $29,049.00gain on cy sales not settled adjustment: -$83 ,996.00cost basis adjustment: -$49,441.00”

Raw XML Appendix390 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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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0752352
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Two of the three trustees of the Trust are the President of the Board of Trustees for the school of the Ozarks and the President of the School of Ozarks. Therefore, the officers and directors of a public charity supported by the trust have a significant voice in the investment policies of the trust and all other administrative decisions.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SHRINERS HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN CANCER SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SCHOOL OF THE OZARKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SKAGGS COMMUNITY HOSPITAL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 31218
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 720366
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 17
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 650
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARYLAND HEIGHTS
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IRS990ScheduleI/RecipientTable/USAddress/CityNm2OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3POINT LOOK OUT
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BOOKS ARE IN THE CARE OF U.S. BANK N.A., P.O. BOX 387, ST LOUIS, MO
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE OF THE LEWIS W HYER TRUST # 098310C THIS FOUNDATION HAS NO IND IVIDUAL EMPLOYEE RECEIVING TOTAL COMPENSATION $ 424,927.82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 PART IV INSTITUTIONAL TRUSTEEFOR INSTITUTIONAL TRUSTEES, FEES FOR SERVICES PAID PURSUANT TO A CONTRACTUAL AGREEMENT OR STATUTORY ENTITLE MENT. WHILE THECOMPENSATION OF INSTITUTIONAL TRUSTEES MUST BE REPORTED ONFORM 990 PART VII, IT NEED NOT BE REPORTED ON SCHEDULE J (FORM 990)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AMERICAN CANCER SOCIETY P.O. BOX 720366 OKLAHOMA CITY, OK 73162 EIN: 44-0552054 TOTAL AMOUNT OF GRANT: 376,176.00 SKAGGS COMMUNITY HOSPITAL P.O. BOX 650 BRANSON, MO 65615-0650 EIN: 44-0584290 TOTAL AMOUNT OF GRANT: 376,176.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14US BANK IS CO-TRUSTEE OF THE LEWIS W HYER TRUST #098310C AND PREPARES AND FILES THE FORM 990 FOR THIS ENTITY. A OFFICER OF US BANK REVIEWS THE FORM 990 BEFORE IT IS FILED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FOLLOWS US BANK'S CORPORATE POLICY & PROCDURES WITH REGARDS TO CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19FOLLOWS US BANK'S CORPORATE POLICY & PROCEDURES WITH REGARDS TO CONFLICT OF INTEREST, GOVERNING DOCUMENTS & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20US BANK NA CO-TRUSTEE 0 AVERAGE HOURS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MUTUAL FUND TIMING DIFFERENCE: $61512.00GAIN ON PY SALES SETTLED CY ADJUSTMENT: $29,049.00GAIN ON CY SALES NOT SETTLED ADJUSTMENT: -$83 ,996.00COST BASIS ADJUSTMENT: -$49,441.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANANTION FOR FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE J
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION OF REASONABLE EFFORTS UNDERTAKEN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/ReturnTs02015-10-13T11:00:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,571,548
Liabilities
$0
Net assets
$152,571,548
Revenue
$16,506,851
Expenses
$8,006,835
Net income
$8,500,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$0.00$151$2.79$10.5$7.69
2023Detailed filing. Detailed filing data is available for this year.$158$0.00$158$5.78$10.5$4.72
2022Detailed filing. Detailed filing data is available for this year.$163$0.00$163$5.92$10.9$4.97
2021Detailed filing. Detailed filing data is available for this year.$168$0.00$168$18.1$10.1$8.02
2020Detailed filing. Detailed filing data is available for this year.$160$0.00$160$14.1$9.66$4.46
2019Detailed filing. Detailed filing data is available for this year.$156$0.00$156$9.01$9.36$0.35
2018Detailed filing. Detailed filing data is available for this year.$156$0.00$156$9.31$9.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$153$0.00$153$16.5$8.01$8.50