Civic Intelligence

Lewis W Hyer Trust 098310 C

990 • Fiscal year 2018 • EIN 43-6020535

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

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

5th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

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

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

25th percentile

-0.6%

Higher net margin than 25% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$705,140

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$155,992,446

Up $3,420,898 (+2.2%) from 2014

Net Assets

Up

$155,992,446

Up $3,420,898 (+2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin25th percentile

Revenue

Down

$9,307,512

Down $7,199,339 (-44%) from 2014

Expenses

Up

$9,364,524

Up $1,357,689 (+17%) from 2014

Net Income

Down

-$57,012

Down $8,557,028 (-101%) from 2014

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

2018

Assets$155,992,446
Liabilities$0
Net Assets$155,992,446
Open 2018 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

2018

Revenue$9,307,512
Expenses$9,364,524
Net Income-$57,012
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.0
Gross Receipts
$48,750,848
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)

PROVIDING GRANTS 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$156,034,738$155,992,446▼ $42,292
Investments in Publicly Traded Securities$152,917,503$152,677,890▼ $239,613
Savings and Temporary Cash Investments-$3,314,556-
Cash and Non-Interest-Bearing Accounts$3,117,235--
Total Assets$156,034,738$155,992,446▼ $42,292
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$156,034,738$155,992,446▼ $42,292
Total Liabilities and Net Assets / Fund Balance$156,034,738$155,992,446▼ $42,292
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
-Trustee$705,140$705,140
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,307,512
Other Revenue
$0
Change in Net Assets
$-57,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,485,617
Salaries, Compensation, and Employee Benefits$705,140
Other Expenses$173,767
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,485,617--$8,485,617
Current Officers, Directors, Trustees, and Key Employees-$705,140-$705,140
Other Expenses-$105,661-$105,661
Fees for Service Investment Mgmnt Fees-$68,106-$68,106
Total Functional Expenses$8,485,617$878,907$0$9,364,524
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of the OzarksPoint Look Out, MO501(c)(3)General Purposes$6,364,213
Shriners Hospital for ChildrenTampa, FL501(c)(3)General Purposes$848,562
American Cancer SocietyOklahoma City, OK501(c)(3)General Purposes$424,281
Ranken Jordan HomeMaryland Heights, MO501(c)(3)General Purposes$424,281
Skaggs Community HospitalBranson, MO501(c)(3)General Purposes$424,281
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
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

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 12C

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

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Lewis W Hyer Tr
EIN
43-6020535
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2019-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

US Bank Na as the Institutional Trustee Is the Only Compensated

“Trustee of the lewis w hyer trust.”

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: $424,281.skaggs community hospital p.o. Box 650 branson, mo 65615-0650 ein: 44-0584290 total amount of grant: $424,281”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference $19,849 , cost basis adjustment ($5,129)”

Raw XML AppendixShowing 400 of 508 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING GRANTS TO VARIOUS SECTION170(b)(1)(A)(ii) AND SECTION 170(b)(1)(A)(iii)
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/BooksInCareOfDetail/PhoneNum03144182643
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 387
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063166
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0156034738
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0155992446
IRS990/CashNonInterestBearingGrp/BOYAmt03117235
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0705140
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0705140
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt08485617
IRS990/CYInvestmentIncomeAmt09307512
IRS990/CYOtherExpensesAmt0173767
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-57012
IRS990/CYSalariesCompEmpBnftPaidAmt0705140
IRS990/CYTotalExpensesAmt09364524
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09307512
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOOL OF THE OZARKS P.O. BOX 17 POINT LOOK OUT, MO 65726-0017 EIN: 44-0556862 PURPOSE OF GRANT: GENERAL PURPOSES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06364213
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt068106
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt068106
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0705140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt083833
IRS990/GainOrLossGrp/SecuritiesAmt04916427
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt06364213
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08485617
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08485617
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt083833
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044359763
IRS990/GrossReceiptsAmt048750848
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04307252
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04307252
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0152917503
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0152677890
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039443336
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING GRANTS TO VARIOUS SECTION170(b)(1)(A)(ii) AND SECTION 170(b)(1)(A)(iii)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0156034738
IRS990/NetAssetsOrFundBalancesEOYAmt0155992446
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05000260
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05000260
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt014720
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0105661
IRS990/OtherExpensesGrp/TotalAmt0105661
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SHRINERS HOSPITAL FOR CHILDREN P.O. BOX 31218 TAMPA, FL 33631-3218 EIN: 43-6019866 PURPOSE OF GRANT: GENERAL PURPOSES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0848562
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0848562
IRS990/ProgSrvcAccomActy3Grp/Desc0RANKEN JORDAN HOME 11365 DORSETT ROAD MARYLAND HEIGHTS, MO 63043 EIN: 43-0666765 PURPOSE OF GRANT: GENERAL PURPOSES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0424281
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0424281
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0848562
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0848562
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08361776
IRS990/PYInvestmentIncomeAmt08432821
IRS990/PYOtherExpensesAmt0176707
IRS990/PYRevenuesLessExpensesAmt0-782949
IRS990/PYSalariesCompEmpBnftPaidAmt0677287
IRS990/PYTotalExpensesAmt09215770
IRS990/PYTotalRevenueAmt08432821
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-57012
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03314556
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trust was created before 11/20/1970 and has not received any contribution, gift, bequest or other transfer on or after that date. The trust is required by it's governing instrument to distribute all of it's net income to designated charities. The trustee does not have the discretion to vary either the charitable benficiary or the amounts payable. None of the trustees would be disqualified persons,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2other than foundation managers, with respect to the trust if the trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Line 1 cont.
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0430666765
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1440556862
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2436019866
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3440552054
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4440584290
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd34
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd43
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0424281
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt16364213
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2848562
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3424281
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4424281
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RANKEN JORDAN HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1COLLEGE OF THE OZARKS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SHRINERS HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4SKAGGS COMMUNITY HOSPITAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt08485618
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0424281
IRS990ScheduleI/RecipientTable/CashGrantAmt1848562
IRS990ScheduleI/RecipientTable/CashGrantAmt2424281
IRS990ScheduleI/RecipientTable/CashGrantAmt36364213
IRS990ScheduleI/RecipientTable/CashGrantAmt4424281
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RANKEN JORDAN HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SHRINERS HOSPITAL FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN CANCER SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3COLLEGE OF THE OZARKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SKAGGS COMMUNITY HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0430666765
IRS990ScheduleI/RecipientTable/RecipientEIN1436019866
IRS990ScheduleI/RecipientTable/RecipientEIN2440552054
IRS990ScheduleI/RecipientTable/RecipientEIN3440556862
IRS990ScheduleI/RecipientTable/RecipientEIN4440584290
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011365 DORSETT ROAD
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
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TAMPA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3POINT LOOK OUT
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BRANSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd063043
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1336313218
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd273162
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd3657260017
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd4656150650
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BOOKS ARE IN THE CARE OF U.S. BANK N.A., P.O. BOX 387, ST LOUIS, MO
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE OF THE LEWIS W HYER TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMERICAN CANCER SOCIETY P.O. BOX 720366 OKLAHOMA CITY, OK 73162 EIN: 44-0552054 TOTAL AMOUNT OF GRANT: $424,281.SKAGGS COMMUNITY HOSPITAL P.O. BOX 650 BRANSON, MO 65615-0650 EIN: 44-0584290 TOTAL AMOUNT OF GRANT: $424,281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2US 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOLLOWS US BANK'S CORPORATE POLICY & PROCDURES WITH REGARDS TO CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOLLOWS US BANK'S CORPORATE POLICY & PROCEDURES WITH REGARDS TO CONFLICT OF INTEREST, GOVERNING DOCUMENTS & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING DIFFERENCE $19,849 , COST BASIS ADJUSTMENT ($5,129)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0US BANK NA AS THE INSTITUTIONAL TRUSTEE IS THE ONLY COMPENSATED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RANKEN JORDAN HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COLLEGE OF THE OZARKS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHRINERS HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SKAGGS COMMUNITY HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0430666765
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1440556862
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2436019866
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3440552054
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4440584290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3MEDICAL RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt23
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt34
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt43
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011365 DORSETT RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 31218

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,992,446
Liabilities
$0
Net assets
$155,992,446
Revenue
$9,307,512
Expenses
$9,364,524
Net income
-$57,012
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