Civic Intelligence

Lewis W Hyer Trust 098310 C

990 • Fiscal year 2019 • EIN 43-6020535

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

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

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

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

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

22nd percentile

-3.8%

Higher net margin than 22% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$568,961

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

23rd percentile

-0.2%

Faster asset growth than 23% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-3.2%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$155,620,653

Down $371,793 (-0.2%) from 2018

Net Assets

Down

$155,620,653

Down $371,793 (-0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin22nd percentile

Revenue

Down

$9,009,111

Down $298,401 (-3.2%) from 2018

Expenses

Down

$9,355,606

Down $8,918 (-0.1%) from 2018

Net Income

Down

-$346,495

Down $289,483 (-508%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2019

Assets$155,620,653
Liabilities$0
Net Assets$155,620,653
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

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

2019

Revenue$9,009,111
Expenses$9,355,606
Net Income-$346,495
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.0
Gross Receipts
$41,107,149
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$155,992,446$155,620,653▼ $371,793
Investments in Publicly Traded Securities$152,677,890$151,020,657▼ $1,657,233
Savings and Temporary Cash Investments$3,314,556$4,599,996▲ $1,285,440
Total Assets$155,992,446$155,620,653▼ $371,793
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,992,446$155,620,653▼ $371,793
Total Liabilities and Net Assets / Fund Balance$155,992,446$155,620,653▼ $371,793
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseTotal
-Trustee$568,961$568,961
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,009,111
Other Revenue
$0
Change in Net Assets
$-346,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,484,632
Salaries, Compensation, and Employee Benefits$568,961
Other Expenses$302,013
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,484,632--$8,484,632
Current Officers, Directors, Trustees, and Key Employees-$568,961-$568,961
Fees for Service Investment Mgmnt Fees$0$112,689-$112,689
Other Expenses-$15,911-$15,911
Fees for Services Accounting-$14,960-$14,960
Total Functional Expenses$8,484,632$870,974$0$9,355,606
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of the OzarksPoint Look Out, MO501(c)(3)General Purposes$6,363,474
Shriners Hospital for ChildrenTampa, FL501(c)(3)General Purposes$848,463
American Cancer SocietyOklahoma City, OK501(c)(3)General Purposes$424,232
Ranken Jordan HomeMaryland Heights, MO501(c)(3)General Purposes$424,232
Skaggs Community HospitalBranson, MO501(c)(3)General Purposes$424,232
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 35% controlled entity
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
2020-05-11
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: $424,231.56skaggs community hospital p.o. Box 650 branson, mo 65615-0650 ein: 44-0584290 total amount of grant: $424,231.56”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference (25,497), cost basis adjustment 199”

Raw XML AppendixShowing 400 of 515 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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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.
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
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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
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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
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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
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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
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
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MO
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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: $424,231.56SKAGGS COMMUNITY HOSPITAL P.O. BOX 650 BRANSON, MO 65615-0650 EIN: 44-0584290 TOTAL AMOUNT OF GRANT: $424,231.56
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 (25,497), COST BASIS ADJUSTMENT 199
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COLLEGE OF THE OZARKS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHRINERS HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SKAGGS COMMUNITY HOSPITAL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,620,653
Liabilities
$0
Net assets
$155,620,653
Revenue
$9,009,111
Expenses
$9,355,606
Net income
-$346,495
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