Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
62nd percentile
Higher top officer pay than 62% of similar nonprofits.
Top officer pay equals 0.5% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Assets
Down$6,789,895
Down $438,471 (-6.1%) from 2015
Net Assets
Down$4,939,780
Down $3,537 (-0.1%) from 2015
Liabilities
Down$1,850,115
Down $434,934 (-19%) from 2015
Revenue
Down$11,750,577
Down $707,516 (-5.7%) from 2015
Expenses
Down$11,794,036
Down $1,150,948 (-8.9%) from 2015
Net Income
Up-$43,459
Up $443,432 (+91%) from 2015
The corporation's specific purposes are to (1) act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the osma house of delegates and/or board of trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered.
The Corporation's specific purposes are to (1 act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the OSMA House of Delegates and/or Board of Trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $3,581,048 | $3,896,706 | ▲ $315,658 |
| Savings and Temporary Cash Investments | $1,976,034 | $1,976,234 | ▲ $200 |
| Cash and Non-Interest-Bearing Accounts | $1,666,865 | $899,505 | ▼ $767,360 |
| Accounts Receivable | $4,419 | $16,600 | ▲ $12,181 |
| Prepaid Expenses and Deferred Charges | - | $850 | - |
| Total Assets | $7,228,366 | $6,789,895 | ▼ $438,471 |
| Liabilities | |||
| Other Liabilities | $2,058,840 | $1,618,634 | ▼ $440,206 |
| Deferred Revenue | $76,057 | $206,577 | ▲ $130,520 |
| Accounts Payable and Accrued Expenses | $150,152 | $24,904 | ▼ $125,248 |
| Total Liabilities | $2,285,049 | $1,850,115 | ▼ $434,934 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $4,943,317 | $4,939,780 | ▼ $3,537 |
| Total Net Assets Fund Balance | $4,943,317 | $4,939,780 | ▼ $3,537 |
| Total Liabilities and Net Assets / Fund Balance | $7,228,366 | $6,789,895 | ▼ $438,471 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Phelps W Frank | President | PT | $53,588 | $53,588 |
| Haugh Michael | Director | - | $18,225 | $18,225 |
| Robinson John | Treasurer | - | $5,100 | $5,100 |
| Voss Daryle | Director | - | $4,975 | $4,975 |
| Beller Jack | Vice President | - | $4,775 | $4,775 |
| Caldwell George | Director | - | $4,725 | $4,725 |
| Schoeffler Lee | Director | - | $4,725 | $4,725 |
| Heaton Diane | Director | - | $4,150 | $4,150 |
| Oehlert William | Director | - | $4,025 | $4,025 |
| Neikirk Dale | Director | - | $3,700 | $3,700 |
| Shavney Teresa | Director | - | $3,525 | $3,525 |
| Stone Dana | Director | - | $2,775 | $2,775 |
| King Kenneth | Director | - | $1,350 | $1,350 |
| Dearborn Shirley | Director | - | $800 | $800 |
| Jenkins Woody | Director | - | $734 | $734 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,624,037 |
| Salaries, Compensation, and Employee Benefits | $117,172 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $10,052,827 |
| Fees for Services Management | - | - | - | $846,881 |
| Insurance | - | - | - | $126,959 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $117,172 |
| Fees for Services Accounting | - | - | - | $82,792 |
| Information Technology | - | - | - | $56,935 |
| Other Expenses | - | - | - | $35,662 |
| Fees for Services Legal | - | - | - | $34,736 |
| Advertising | - | - | - | $34,449 |
| Travel | - | - | - | $11,675 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $8,933 |
| Office Expenses | - | - | - | $2,114 |
| Total Functional Expenses | $0 | $0 | $0 | $11,794,036 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $11,794,036 |
| Total Expenses per Audited Statements | $11,794,036 |
| Total Expenses per Form 990 | $11,794,036 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| benefits claims liabilities | $1,618,634 |
“The president of the organization performs a detailed review of the form 990 before it is submitted to the irs.”
“Board members are required to formally acknowledge their compliance with the conflict-of-interest policy on an annual basis”
“documents available upon request”
“Benefits incurred but not reported -150,000.”
“The Plan is a tax-exempt organization under Section 501(c) (9) of the Internal Revenue Code (IRC) and is, therefore, not subject to federal income taxes under present income tax laws. The Plan has been approved by the Internal Revenue Service (IRS) for taxexempt status. However, per code section 512(a)(3)(E)(i), to the extent that a setaside for any given year causes the plan assets at year end, to exceed the account limit as described by code section 419A, the excess amount is considered to be unrelated business taxable income (to the extent of investment income). The Plan incurred income tax expense of $35,662 and $4,680 during the years ended December 31, 2016 and 2015, respectively. In accordance with guidance on accounting for uncertainty in income taxes, Management evaluated the Plan's tax positions and does not believe the Plan has any uncertain tax positions that require adjustment to the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 150152 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 24904 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 4419 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 16600 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | The Corporation's specific purposes are to (1 act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the OSMA House of Delegates and/or Board of Trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 34449 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 10052827 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Rick Franklin |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4052905600 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5005 N Lincoln Blvd |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | oklahoma city |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 73105 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1666865 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 899505 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 117172 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 10052827 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 126637 |
| IRS990/CYOtherExpensesAmt | 0 | 1624037 |
| IRS990/CYOtherRevenueAmt | 0 | 98503 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 11525437 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -43459 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 117172 |
| IRS990/CYTotalExpensesAmt | 0 | 11794036 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 11750577 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 76057 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 206577 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | The Corporation's specific purposes are to (1) act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the OSMA House of Delegates and/or Board of Trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 82792 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 34736 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 846881 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 8933 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 15.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Phelps W Frank |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Beller Jack |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Robinson John |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Caldwell George |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Dearborn Shirley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Haugh Michael |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Heaton Diane |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Jenkins Woody |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | King Kenneth |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Neikirk Dale |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Oehlert William |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Schoeffler Lee |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Shavney Teresa |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Stone Dana |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Voss Daryle |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 53588 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 4775 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 5100 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 4725 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 800 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 18225 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 4150 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 734 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 1350 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 3700 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 4025 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 4725 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 3525 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 2775 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 4975 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2004 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 11750577 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 56935 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 126959 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 126637 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 126637 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 3581048 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 3896706 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OK |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | The Corporation's specific purposes are to (1) act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the OSMA House of Delegates and/or Board of Trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4943317 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4939780 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 113822 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 189922 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2114 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -150000 |
| IRS990/OtherExpensesGrp/Desc | 0 | adminstration fees |
| IRS990/OtherExpensesGrp/Desc | 1 | transitional reinsuranc |
| IRS990/OtherExpensesGrp/Desc | 2 | income tax expense - UB |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 335657 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 47244 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 35662 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 2058840 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1618634 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 990099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Legal Expense Reimbursement |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 98503 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 98503 |
| IRS990/OtherRevenueTotalAmt | 0 | 98503 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 850 |
| IRS990/PrincipalOfficerNm | 0 | W F Phelps MD |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Plan Contributions |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11525437 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 11525437 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 10758980 |
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| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
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| IRS990/PYOtherRevenueAmt | 0 | 0 |
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| IRS990/PYRevenuesLessExpensesAmt | 0 | -486891 |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | benefits claims liabilities |
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| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Plan is a tax-exempt organization under Section 501(c) (9) of the Internal Revenue Code (IRC) and is, therefore, not subject to federal income taxes under present income tax laws. The Plan has been approved by the Internal Revenue Service (IRS) for taxexempt status. However, per code section 512(a)(3)(E)(i), to the extent that a setaside for any given year causes the plan assets at year end, to exceed the account limit as described by code section 419A, the excess amount is considered to be unrelated business taxable income (to the extent of investment income). The Plan incurred income tax expense of $35,662 and $4,680 during the years ended December 31, 2016 and 2015, respectively. In accordance with guidance on accounting for uncertainty in income taxes, Management evaluated the Plan's tax positions and does not believe the Plan has any uncertain tax positions that require adjustment to the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
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| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1618634 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 11750576 |
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| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE PRESIDENT OF THE ORGANIZATION PERFORMS A DETAILED REVIEW OF THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Board members are required to formally acknowledge their compliance with the conflict-of-interest policy on an annual basis |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | documents available upon request |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Benefits incurred but not reported -150,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part XI, line 9: |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(6) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | trade association |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | OK |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
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| IRS990/SignificantChangeInd | 0 | 0 |
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| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | OK |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 1850115 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2285049 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1850115 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 4939780 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
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| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 126637 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 6789895 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 11675 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 4943317 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 4939780 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 313 NE 50Th |
| IRS990/USAddress/CityNm | 0 | Oklahoma City |
| IRS990/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/USAddress/ZIPCd | 0 | 73105 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 15 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | n/a |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | W F Phelps MD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | president |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4058439571 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OSMA Health |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OSMA |
| ReturnHeader/Filer/EIN | 0 | 270093845 |
| ReturnHeader/Filer/PhoneNum | 0 | 4058439571 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 313 NE 50Th |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oklahoma City |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 73105 |
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| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.