Civic Intelligence

Oge Energy Corp Group Dental Plan Trust

EIN 36-4308002 • 501(c)9 • Newark, DE

Profile

This trust provides retiree dental benefits for retirees and dependents of oklahoma gas and electric and related employers

500 Stanton Christiana Rd De3-479Newark, DE 19713-2107

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

35th percentile

-0.7%

Higher net margin than 35% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-19%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-23%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$63,196

Down $15,149 (-19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$63,196

Down $15,149 (-19%) from 2014

Operations
Liabilities / Revenue52nd percentileNet Margin35th percentile

Revenue

Down

$2,298,991

Down $699,885 (-23%) from 2014

Expenses

Down

$2,314,140

Down $608,440 (-21%) from 2014

Net Income

Down

-$15,149

Down $91,445 (-120%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2010: $1,844Liabilities 2010: $0Net Assets 2010: $1,8442010Assets 2011: $2,560Liabilities 2011: $0Net Assets 2011: $2,5602011Assets 2012: $1,807Liabilities 2012: $0Net Assets 2012: $1,8072012Assets 2013: $2,052Liabilities 2013: $0Net Assets 2013: $2,0522013Assets 2014: $78,345Liabilities 2014: $0Net Assets 2014: $78,3452014Assets 2015: $63,196Liabilities 2015: $0Net Assets 2015: $63,1962015

Highlighted filing

2015

Assets$63,196
Liabilities$0
Net Assets$63,196
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,669,9342010Expenses 2011: $2,708,0382011Expenses 2012: $2,722,5312012Revenue 2013: $2,741,182Expenses 2013: $2,740,937Net Income 2013: $2452013Revenue 2014: $2,998,876Expenses 2014: $2,922,580Net Income 2014: $76,2962014Revenue 2015: $2,298,991Expenses 2015: $2,314,140Net Income 2015: -$15,1492015

Highlighted filing

2015

Revenue$2,298,991
Expenses$2,314,140
Net Income-$15,149
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,196
Liabilities
$0
Net assets
$63,196
Revenue
$2,298,991
Expenses
$2,314,140
Net income
-$15,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$2.30$2.31$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$3.00$2.92$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.74$2.74$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$2.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$2.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$2.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 4, 2016
Return Version
2015v2.0
Gross Receipts
$2,298,991
Mission and Program Overview

Mission

This trust provides retiree dental benefits for retirees and dependents of oklahoma gas and electric and related employers

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$78,345$63,196▼ $15,149
Cap Stk Tr Prin Current Funds$78,345$63,196▼ $15,149
Total Assets$78,345$63,196▼ $15,149
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$78,345$63,196▼ $15,149
Total Liabilities and Net Assets / Fund Balance$78,345$63,196▼ $15,149
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,298,966
Investment Income
$25
Other Revenue
$0
Change in Net Assets
$-15,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$500
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$2,313,640--$2,313,640
Fees for Services Accounting$500--$500
Total Functional Expenses$2,314,140$0$0$2,314,140
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Governance Explanations

Form 990, Part VI, Section C, Line 19

“The veba trust makes available upon request documents submitted with form 1024.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“As trustee of the veba trust, a fiduciary duty is owed the veba trust. Complying with the terms and conditions of the trust instrument, in conjunction with the internal policies and procedures of the trustee, which includes the preparation, review, and filing of form 990 to satisfy the trustee's duty of care.”

Filing and Contact Details

Filer

Filer Name
Oge Energy Corp Group Dental Plan Trust
EIN
36-4308002
Phone
3025526749
Address
500 STANTON CHRISTIANA RD DE3-479, NEWARK, DE 19713-2107

Signing Officer

Name
Jpmorgan Chase Bank Na
Title
Trustee
Phone
3025526749
Signed
2016-04-04
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Il
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD ST SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

“The veba trust makes available upon request documents submitted with form 1024.”

Description for Making Documents Public

“The veba trust makes available upon request documents submitted with form 1024.”

Raw XML Appendix222 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS TRUST PROVIDES RETIREE DENTAL BENEFITS FOR RETIREES AND DEPENDENTS OF OKLAHOMA GAS AND ELECTRIC AND RELATED EMPLOYERS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02313640
IRS990/BenefitsToMembersGrp/TotalAmt02313640
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0O G & E ENERGY CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum04055533000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 321
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073101
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt078345
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt063196
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02313640
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025
IRS990/CYOtherExpensesAmt0500
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02298966
IRS990/CYRevenuesLessExpensesAmt0-15149
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02314140
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02298991
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THIS TRUST PROVIDES RETIREE HEALTH BENEFITS FOR THE RETIREES AND DEPENDENTS OF OKLAHOMA GAS AND ELECTRIC AND RELATED EMPLOYERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02313640
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0500
IRS990/FeesForServicesAccountingGrp/TotalAmt0500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0SEI TAX-MAIL CODE DE3-4790
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02298991
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt025
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS TRUST PROVIDES RETIREE DENTAL BENEFITS FOR RETIREES AND DEPENDENTS OF OKLAHOMA GAS AND ELECTRIC AND RELATED EMPLOYERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt078345
IRS990/NetAssetsOrFundBalancesEOYAmt063196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0SEI TAX-MAIL CODE DE9-4790
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PLAN SPONSOR CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02298966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02298966
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02922080
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt0500
IRS990/PYProgramServiceRevenueAmt02998872
IRS990/PYRevenuesLessExpensesAmt076296
IRS990/PYTotalExpensesAmt02922580
IRS990/PYTotalRevenueAmt02998876
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-15149
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt063196
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS TRUSTEE OF THE VEBA TRUST, A FIDUCIARY DUTY IS OWED THE VEBA TRUST. COMPLYING WITH THE TERMS AND CONDITIONS OF THE TRUST INSTRUMENT, IN CONJUNCTION WITH THE INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEE, WHICH INCLUDES THE PREPARATION, REVIEW, AND FILING OF FORM 990 TO SATISFY THE TRUSTEE'S DUTY OF CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VEBA TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt078345
IRS990/TotalAssetsEOYAmt063196
IRS990/TotalAssetsGrp/BOYAmt078345
IRS990/TotalAssetsGrp/EOYAmt063196
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02314140
IRS990/TotalFunctionalExpensesGrp/TotalAmt02314140
IRS990/TotalGrossUBIAmt025
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt078345
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063196
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02313640
IRS990/TotalProgramServiceRevenueAmt02298966
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02298966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02298991
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt078345
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063196
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 STANTON CHRISTIANA OPS 4 FL 2
IRS990/USAddress/CityNm0NEWARK
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd0197132107
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JPMORGAN CHASE BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03025526749
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OGE ENERGY CORP GROUP DENTAL PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OGE
ReturnHeader/Filer/EIN0364308002
ReturnHeader/Filer/PhoneNum03025526749
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 STANTON CHRISTIANA RD DE3-479
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0197132107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327290
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02016-04-28T11:00:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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