Civic Intelligence

Oxbow Affiliated Companies Health Benefit Plan

EIN 03-0438558 • 501(c)9 • West Palm Beach, FL

Profile

The organization's primary purpose is to payout health benefits on behalf of its participants and to collect payments from participants.

1601 Forum Place Suite 1400West Palm Beach, FL 33401

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.15x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

28th percentile

-2.6%

Higher net margin than 28% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$1,914,203

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

25th percentile

-6.2%

Faster asset growth than 25% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-6.4%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$4,244,713

Down $279,794 (-6.2%) from 2023

Liabilities

Down

$651,332

Down $33,196 (-4.8%) from 2023

Net Assets

Down

$3,593,381

Down $246,598 (-6.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin28th percentile

Revenue

Down

$9,377,611

Down $637,210 (-6.4%) from 2023

Expenses

Up

$9,624,209

Up $702,498 (+7.9%) from 2023

Net Income

Down

-$246,598

Down $1,339,708 (-123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,548,568Liabilities 2010: $471,156Net Assets 2010: $4,077,4122010Assets 2011: $4,613,729Liabilities 2011: $840,400Net Assets 2011: $3,773,3292011Assets 2012: $5,488,153Liabilities 2012: $1,135,784Net Assets 2012: $4,352,3692012Assets 2013: $7,085,171Liabilities 2013: $902,143Net Assets 2013: $6,183,0282013Assets 2014: $4,818,615Liabilities 2014: $850,011Net Assets 2014: $3,968,6042014Assets 2015: $3,152,822Liabilities 2015: $721,114Net Assets 2015: $2,431,7082015Assets 2016: $3,986,738Liabilities 2016: $1,189,613Net Assets 2016: $2,797,1252016Assets 2017: $3,505,380Liabilities 2017: $422,884Net Assets 2017: $3,082,4962017Assets 2018: $2,586,416Liabilities 2018: $372,411Net Assets 2018: $2,214,0052018Assets 2019: $641,127Liabilities 2019: $771,559Net Assets 2019: -$130,4322019Assets 2020: $1,853,530Liabilities 2020: $564,600Net Assets 2020: $1,288,9302020Assets 2021: $2,324,310Liabilities 2021: $339,487Net Assets 2021: $1,984,8232021Assets 2022: $3,383,105Liabilities 2022: $636,236Net Assets 2022: $2,746,8692022Assets 2023: $4,524,507Liabilities 2023: $684,528Net Assets 2023: $3,839,9792023Assets 2024: $4,244,713Liabilities 2024: $651,332Net Assets 2024: $3,593,3812024

Highlighted filing

2024

Assets$4,244,713
Liabilities$651,332
Net Assets$3,593,381
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,194,2432010Expenses 2011: $9,345,9042011Expenses 2012: $12,300,5752012Revenue 2013: $13,025,312Expenses 2013: $11,566,648Net Income 2013: $1,458,6642013Revenue 2014: $9,957,972Expenses 2014: $12,086,174Net Income 2014: -$2,128,2022014Revenue 2015: $10,952,065Expenses 2015: $12,506,578Net Income 2015: -$1,554,5132015Revenue 2016: $10,148,655Expenses 2016: $9,783,238Net Income 2016: $365,4172016Revenue 2017: $8,709,702Expenses 2017: $8,424,331Net Income 2017: $285,3712017Revenue 2018: $7,832,821Expenses 2018: $8,701,312Net Income 2018: -$868,4912018Revenue 2019: $7,063,819Expenses 2019: $9,408,256Net Income 2019: -$2,344,4372019Revenue 2020: $8,825,824Expenses 2020: $7,406,462Net Income 2020: $1,419,3622020Revenue 2021: $8,839,596Expenses 2021: $8,143,703Net Income 2021: $695,8932021Revenue 2022: $9,016,272Expenses 2022: $8,254,226Net Income 2022: $762,0462022Revenue 2023: $10,014,821Expenses 2023: $8,921,711Net Income 2023: $1,093,1102023Revenue 2024: $9,377,611Expenses 2024: $9,624,209Net Income 2024: -$246,5982024

Highlighted filing

2024

Revenue$9,377,611
Expenses$9,624,209
Net Income-$246,598
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,244,713
Liabilities
$651,332
Net assets
$3,593,381
Revenue
$9,377,611
Expenses
$9,624,209
Net income
-$246,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.65$3.59$9.38$9.62$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.68$3.84$10.0$8.92$1.09
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.64$2.75$9.02$8.25$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.34$1.98$8.84$8.14$0.70
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.56$1.29$8.83$7.41$1.42
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.77$0.13$7.06$9.41$2.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.37$2.21$7.83$8.70$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.42$3.08$8.71$8.42$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$1.19$2.80$10.1$9.78$0.37
2015Summary only. Only limited summary data is available for this year.$3.15$0.72$2.43$11.0$12.5$1.55
2014Detailed filing. Detailed filing data is available for this year.$4.82$0.85$3.97$9.96$12.1$2.13
2013Detailed filing. Detailed filing data is available for this year.$7.09$0.90$6.18$13.0$11.6$1.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$1.14$4.35$12.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.84$3.77$9.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$0.47$4.08$5.19
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$10,014,821
Mission and Program Overview

Mission

The organization's primary purpose is to payout health benefits on behalf of its participants and to collect payments from participants.

The organization's primary purpose is to payout health benefits on behalf of its participants and to collect payments from participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,054,965$4,347,412▲ $1,292,447
Cap Stk Tr Prin Current Funds$2,746,869$3,839,979▲ $1,093,110
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,383,105$4,524,507▲ $1,141,402
Other Assets Total$328,140$177,095▼ $151,045
Liabilities
Other Liabilities$636,236$684,528▲ $48,292
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$636,236$684,528▲ $48,292
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,746,869$3,839,979▲ $1,093,110
Total Liabilities and Net Assets / Fund Balance$3,383,105$4,524,507▲ $1,141,402
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
William D ParmeleeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,014,821
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,093,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,282,920
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$6,638,791--$6,638,791
Other Expenses$1,936,557--$1,936,557
Total Functional Expenses$8,921,711$0$0$8,921,711
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits Obligation$684,528
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Oxbow Affiliated Companies Health Benefit
EIN
03-0438558
In Care Of
% WILLIAM D PARMELEE
Phone
5619075400
Address
1601 Forum Place Suite 1400, West Palm Beach, FL 33401

Signing Officer

Name
William D Parmelee
Title
Trustee
Phone
5619075400
Signed
2024-10-31

Organization Details

Principal Officer
William D Parmelee
Formed
2002
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Part

“PART VII, SECTION B, LINE 11 FORM 990 REVIEW PROCESS The return is prepared by the in-house tax department and is reviewed prior to filing.”

Part

“PART VII, SECTION C, LINE 19 PUBLIC DISCLOSURE OF DOCUMENTS The financial statements, governing documents, and conflict of interest policy are not made available to the public.”

Part

“PART VII, SECTION A, LINE 1, COLUMN E REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS William Parmelee's compensation is for services rendered to a related organization and is paid by the related organization in the form of a guaranteed payment reportable on Schedule K-1. William is not compensated for services provided to Oxbow Affiliated Companies Health Benefit Plan.”

Raw XML AppendixShowing 400 of 435 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/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S PRIMARY PURPOSE IS TO PAYOUT HEALTH BENEFITS ON BEHALF OF ITS PARTICIPANTS AND TO COLLECT PAYMENTS FROM PARTICIPANTS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt06638791
IRS990/BenefitsToMembersGrp/TotalAmt06638791
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM D PARMELEE
IRS990/BooksInCareOfDetail/PhoneNum05619075400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O OXBOW CARBON 1601 FORUM PL 14
IRS990/BooksInCareOfDetail/USAddress/CityNm0W PALM BCH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033401
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02746869
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03839979
IRS990/CashNonInterestBearingGrp/BOYAmt03054965
IRS990/CashNonInterestBearingGrp/EOYAmt04347412
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt06638791
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt02282920
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt010014821
IRS990/CYRevenuesLessExpensesAmt01093110
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08921711
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010014821
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PAYMENT OF HEALTH CARE BENEFITS ON BEHALF OF ITS PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM D PARMELEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01077419
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt010014821
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S PRIMARY PURPOSE IS TO PAYOUT HEALTH BENEFITS ON BEHALF OF ITS PARTICIPANTS AND TO COLLECT PAYMENTS FROM PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02746869
IRS990/NetAssetsOrFundBalancesEOYAmt03839979
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0328140
IRS990/OtherAssetsTotalGrp/EOYAmt0177095
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1PREMIUMS PAID
IRS990/OtherExpensesGrp/ProgramServicesAmt0346363
IRS990/OtherExpensesGrp/ProgramServicesAmt11936557
IRS990/OtherExpensesGrp/TotalAmt0346363
IRS990/OtherExpensesGrp/TotalAmt11936557
IRS990/OtherLiabilitiesGrp/BOYAmt0636236
IRS990/OtherLiabilitiesGrp/EOYAmt0684528
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0William D Parmelee
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010014821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010014821
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06294670
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01959556
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09016272
IRS990/PYRevenuesLessExpensesAmt0762046
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08254226
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09016272
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01093110
IRS990/RelatedEntityInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM D PARMELEE
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0William Parmelee, the plan's Trustee, participates in a related organization's equity-based compensation plan. For 2022, he received 1,575 restricted units in Oxbow Carbon LLC, which vest over four years.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VII, SECTION B, LINE 11 FORM 990 REVIEW PROCESS The return is prepared by the in-house tax department and is reviewed prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART VII, SECTION C, LINE 19 PUBLIC DISCLOSURE OF DOCUMENTS The financial statements, governing documents, and conflict of interest policy are not made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART VII, SECTION A, LINE 1, COLUMN E REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS William Parmelee's compensation is for services rendered to a related organization and is paid by the related organization in the form of a guaranteed payment reportable on Schedule K-1. William is not compensated for services provided to Oxbow Affiliated Companies Health Benefit Plan.
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Centurion Residence Services Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Oxbow Carbon & Minerals Holdings Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Gunnison Energy Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Oxbow Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt57X Cattle Company LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Renegade Management Inc
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