Civic Intelligence

Jerry E Whyte and Dee Ann Holleman Charitable Tr

990PF • Fiscal year 2023 • EIN 46-7164981

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

5901 College Blvd Suite 100Overland Park, KS 66211-1503

(913) 319-0300

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-182%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$21,522

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 68.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

22nd percentile

-4.7%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$1,166,005

Flat from 2023

Net Assets

$1,166,005

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$31,332

Flat from 2023

Expenses

Flat

$88,208

Flat from 2023

Net Income

Flat

-$56,876

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $1,238,787Liabilities 2014: $02014Assets 2015: $1,360,394Liabilities 2015: $12015Assets 2016: $1,336,982Liabilities 2016: $0Net Assets 2016: $1,336,9822016Assets 2017: $1,320,352Liabilities 2017: $0Net Assets 2017: $1,320,3522017Assets 2018: $1,306,129Liabilities 2018: $0Net Assets 2018: $1,306,1292018Assets 2019: $1,277,901Liabilities 2019: $0Net Assets 2019: $1,277,9012019Assets 2020: $1,239,398Liabilities 2020: $0Net Assets 2020: $1,239,3982020Assets 2021: $1,259,644Liabilities 2021: $0Net Assets 2021: $1,259,6442021Assets 2022: $1,222,881Liabilities 2022: $0Net Assets 2022: $1,222,8812022Assets 2023: $1,166,005Liabilities 2023: $0Net Assets 2023: $1,166,0052023Assets 2023: $1,166,005Liabilities 2023: $12023Assets 2024: $1,261,687Liabilities 2024: $0Net Assets 2024: $1,261,6872024

Highlighted filing

2023

Assets$1,166,005
Liabilities$0
Net Assets$1,166,005

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,252,237Expenses 2014: $12,946Net Income 2014: $1,239,2912014Revenue 2015: $177,965Expenses 2015: $55,511Net Income 2015: $122,4542015Revenue 2016: $49,441Expenses 2016: $73,347Net Income 2016: -$23,9062016Revenue 2017: $64,344Expenses 2017: $80,974Net Income 2017: -$16,6302017Revenue 2018: $72,203Expenses 2018: $86,426Net Income 2018: -$14,2232018Revenue 2019: $66,706Expenses 2019: $94,934Net Income 2019: -$28,2282019Revenue 2020: $29,390Expenses 2020: $67,893Net Income 2020: -$38,5032020Revenue 2021: $110,386Expenses 2021: $90,141Net Income 2021: $20,2452021Revenue 2022: $61,944Expenses 2022: $98,706Net Income 2022: -$36,7622022Revenue 2023: $31,332Expenses 2023: $88,208Net Income 2023: -$56,8762023Revenue 2023: $31,332Expenses 2023: $88,208Net Income 2023: -$56,8762023Revenue 2024: $198,707Expenses 2024: $101,538Net Income 2024: $97,1692024

Highlighted filing

2023

Revenue$31,332
Expenses$88,208
Net Income-$56,876
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$21,522-$21,522
Filing and Contact Details

Filer

Filer Name
Jerry E Whyte & Dee Ann Holleman
EIN
46-7164981
Phone
9133190300
Address
5901 COLLEGE BLVD SUITE 100, OVERLAND PARK, KS 66211-1503

Signing Officer

Name
Midwest Trust Company
Title
Trustee
Phone
9133190300
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Hood Professional Services LLC
Address
7255 W 98TH TER STE 100, OVERLAND PARK, KS 66212
Preparer
Paul Hood CPA
Phone
9133781100
Raw XML Appendix347 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/DistributableAmountGrp/DistributableAsAdjustedAmt076177
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076501
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0324
IRS990PF/DistributableAmountGrp/TotalTaxAmt0324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0360
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0396
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09133190300
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NET INCOME WILL BE USED FOR TUITION, BOOKS AND FEES FOR FOUR STUDENTS OF GOOD MORAL CHARACTER GRADUATING FROM LONGVIEW, WA, HIGH SCHOOLS WHO WILL ATTEND LOWER COLUMBIA COLLEGE. THE REMAINING NET INCOME OF THE TRUST SHALL BE PAID TO CHARITIES SPECIFIED IN THE TRUST DOCUMENT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HUMANE SOCIETY OF COWLITZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LONGVIEW LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DISCOVERY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MARK MORRIS HIGH SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7RA LONG HIGH SCHOOL ALUMNI ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8RA LONG HIGH SCHOOL JANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9RIZAD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1DITEWIG-SCHOL & FND CHAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11035 11TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32323 WASHINGTON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41600 LOUISANA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52742 HARDING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61602 MARK MORRIS COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 895
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82903 NICHOLS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9203 E CEDAR LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd798632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd898632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd998632
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065081
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011386
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065081
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076177
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076467
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt064791
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065081
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0132
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt129
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2-30
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3-100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INTEREST PURCHASED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2EATON CORP PLC-RETURN OF CAP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3RAYTHEON TECHNOLOGIES RETURN OF CAP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0226
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1841
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2-30
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3-100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS INVESTMENT EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/Amt2259
TaxesSchedule/TaxesDetail/CategoryTxt02023 990PF ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt12022 WASHINGTON STATE REG FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0259
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWEST TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09133190300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY E WHYTE & DEE ANN HOLLEMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST 22045000091
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0467164981
ReturnHeader/Filer/PhoneNum09133190300
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 COLLEGE BLVD SUITE 100
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0662111503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882904487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD PROFESSIONAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07255 W 98TH TER STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066212
ReturnHeader/PreparerPersonGrp/PhoneNum09133781100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL HOOD CPA
ReturnHeader/ReturnTs02024-05-02T09:10:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCMAHAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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