Civic Intelligence

The Harry J Lloyd Charitable Trust

EIN 43-6689416 • Overland Park, KS

View Organization Page

13220 Metcalf Ave Ste 100Overland Park, KS 66213
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

50%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$325,054

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 196.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

68%

Faster revenue growth than 86% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,516,550

Up $31,002 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,516,550

Up $31,002 (+2.1%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$62,122

Up $25,096 (+68%) from 2023

Expenses

Down

$31,120

Down $103,435 (-77%) from 2023

Net Income

Up

$31,002

Up $128,531 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $95,309,264Liabilities 2011: $02011Assets 2012: $87,735,387Liabilities 2012: $02012Assets 2013: $80,022,232Liabilities 2013: $02013Assets 2014: $74,418,051Liabilities 2014: $02014Assets 2015: $65,508,345Liabilities 2015: $02015Assets 2019: $28,632,019Liabilities 2019: $0Net Assets 2019: $28,632,0192019Assets 2020: $18,012,455Liabilities 2020: $0Net Assets 2020: $18,012,4552020Assets 2021: $7,535,754Liabilities 2021: $0Net Assets 2021: $7,535,7542021Assets 2022: $1,469,833Liabilities 2022: $0Net Assets 2022: $1,469,8332022Assets 2023: $1,485,548Liabilities 2023: $0Net Assets 2023: $1,485,5482023Assets 2024: $1,516,550Liabilities 2024: $0Net Assets 2024: $1,516,5502024

Highlighted filing

2024

Assets$1,516,550
Liabilities$0
Net Assets$1,516,550
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MRevenue 2011: $3,549,136Expenses 2011: $11,504,434Net Income 2011: -$7,955,2982011Revenue 2012: $3,350,244Expenses 2012: $10,924,121Net Income 2012: -$7,573,8772012Revenue 2013: $2,852,860Expenses 2013: $10,566,015Net Income 2013: -$7,713,1552013Revenue 2014: $4,626,572Expenses 2014: $10,238,814Net Income 2014: -$5,612,2422014Revenue 2015: $1,428,382Expenses 2015: $10,351,265Net Income 2015: -$8,922,8832015Revenue 2019: $1,843,565Expenses 2019: $11,272,144Net Income 2019: -$9,428,5792019Revenue 2020: $292,469Expenses 2020: $10,941,351Net Income 2020: -$10,648,8822020Revenue 2021: $171,527Expenses 2021: $10,609,947Net Income 2021: -$10,438,4202021Revenue 2022: $165,064Expenses 2022: $6,160,030Net Income 2022: -$5,994,9662022Revenue 2023: $37,026Expenses 2023: $134,555Net Income 2023: -$97,5292023Revenue 2024: $62,122Expenses 2024: $31,120Net Income 2024: $31,0022024

Highlighted filing

2024

Revenue$62,122
Expenses$31,120
Net Income$31,002
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,516,550
Liabilities
$0
Net assets
$1,516,550
Revenue
$62,122
Expenses
$31,120
Net income
$31,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.04$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.17$6.16$5.99
2021Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.17$10.6$10.4
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.29$10.9$10.6
2019Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$1.84$11.3$9.43
2015Summary only. Only limited summary data is available for this year.$65.5$0.00$1.43$10.4$8.92
2014Summary only. Only limited summary data is available for this year.$74.4$0.00$4.63$10.2$5.61
2013Summary only. Only limited summary data is available for this year.$80.0$0.00$2.85$10.6$7.71
2012Summary only. Only limited summary data is available for this year.$87.7$0.00$3.35$10.9$7.57
2011Summary only. Only limited summary data is available for this year.$95.3$0.00$3.55$11.5$7.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMI KAYTrustee-$0--
DEMI LLOYDTrustee-$0--
JEANETTE LLOYDTrustee-$0--
SCOTT BOANTrustee-$0--
HENRY KAYTrustee-$0--
JULIA KIERSZNOWSKITrustee-$0--
KIM UHRICHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Harry J Lloyd Charitable Trust
EIN
43-6689416
Phone
9138512174
Address
13220 METCALF AVE STE 100, OVERLAND PARK, KS 66213

Signing Officer

Name
Jeanette Lloyd
Title
Trustee
Phone
9138512174
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Boan Connealy & Houlehan LLC
Address
13220 METCALF AVENUE SUITE 100, OVERLAND PARK, KS 66213-2813
Preparer
Scott Boan CPA
Phone
9134919178
Raw XML Appendix304 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEANETTE LLOYD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013220 METCALF AVE STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OVERLAND PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066213
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09138512174
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW2.HJLTRUST.COM/
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED "PROPOSAL GUIDELINES"
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HARRY J LLOYD CHARITABLE TR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09138512174
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt013220 METCALF AVE STE 100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066213
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED "PROPOSAL GUIDELINES"
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED "PROPOSAL GUIDELINES"
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0WAY FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(C)(3)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0ELEMENT OF COMMON CONTROL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013210
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt060336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05931551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09889934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09666389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09333700
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt060336
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09273364
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025487874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05931551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09889934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09666389
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013210
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034761238
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034821574
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & ACCOUNTING FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07607
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08949
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01342
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LAND RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MO INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OTHER CONSULTANT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1853
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt319000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4898
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01471
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LAND RENTAL
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0300
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE LLOYD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09138512174
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARRY J LLOYD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0436689416
ReturnHeader/Filer/PhoneNum09138512174
ReturnHeader/Filer/USAddress/AddressLine1Txt013220 METCALF AVE STE 100
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274360947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOAN CONNEALY & HOULEHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013220 METCALF AVENUE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0662132813
ReturnHeader/PreparerPersonGrp/PhoneNum09134919178
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT BOAN CPA
ReturnHeader/ReturnTs02025-11-05T14:54:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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