Civic Intelligence

Oklahoma Operating Engineers Welfare Plan

990 • Fiscal year 2016 • EIN 73-0790052

Sep 01, 2015 to Aug 31, 2016 • Filed on Apr 13, 2017

Organization ProfileN/A

View Organization Page

1300 South Meridian Street No 110Oklahoma City, OK 73108

(405) 682-2323

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$18,104,584

Up $515,229 (+2.9%) from 2015

Net Assets

Up

$15,780,365

Up $1,253,672 (+8.6%) from 2015

Liabilities

Down

$2,324,219

Down $738,443 (-24%) from 2015

Revenue And Expenses

Revenue

Down

$5,718,192

Down $52,924 (-0.9%) from 2015

Expenses

Down

$4,654,882

Down $1,344,750 (-22%) from 2015

Net Income

Up

$1,063,310

Up $1,291,826 (+565%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $11,575,386Liabilities 2010: $1,874,717Net Assets 2010: $9,700,6692010Assets 2011: $12,981,293Liabilities 2011: $1,832,508Net Assets 2011: $11,148,7852011Assets 2012: $14,033,575Liabilities 2012: $2,523,114Net Assets 2012: $11,510,4612012Assets 2013: $15,204,344Liabilities 2013: $2,770,604Net Assets 2013: $12,433,7402013Assets 2014: $18,964,834Liabilities 2014: $4,289,073Net Assets 2014: $14,675,7612014Assets 2015: $17,589,355Liabilities 2015: $3,062,662Net Assets 2015: $14,526,6932015Assets 2016: $18,104,584Liabilities 2016: $2,324,219Net Assets 2016: $15,780,3652016Assets 2016: $18,441,576Liabilities 2016: $2,324,219Net Assets 2016: $16,117,3572016Assets 2017: $20,405,757Liabilities 2017: $2,568,834Net Assets 2017: $17,836,9232017Assets 2018: $22,239,595Liabilities 2018: $3,721,727Net Assets 2018: $18,517,8682018Assets 2019: $23,778,868Liabilities 2019: $3,580,830Net Assets 2019: $20,198,0382019Assets 2020: $23,751,871Liabilities 2020: $3,705,711Net Assets 2020: $20,046,1602020Assets 2021: $25,938,314Liabilities 2021: $2,307,467Net Assets 2021: $23,630,8472021Assets 2022: $23,104,488Liabilities 2022: $1,735,374Net Assets 2022: $21,369,1142022Assets 2023: $24,481,992Liabilities 2023: $2,115,693Net Assets 2023: $22,366,2992023Assets 2024: $27,915,919Liabilities 2024: $3,138,766Net Assets 2024: $24,777,1532024

Highlighted filing

2016

Assets$18,104,584
Liabilities$2,324,219
Net Assets$15,780,365
Open 2016 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $4,256,8622010Expenses 2011: $4,578,5692011Revenue 2012: $5,459,259Expenses 2012: $4,440,779Net Income 2012: $1,018,4802012Expenses 2013: $5,001,6992013Revenue 2014: $7,686,690Expenses 2014: $5,439,568Net Income 2014: $2,247,1222014Revenue 2015: $5,771,116Expenses 2015: $5,999,632Net Income 2015: -$228,5162015Revenue 2016: $5,718,192Expenses 2016: $4,654,882Net Income 2016: $1,063,3102016Revenue 2016: $5,866,893Expenses 2016: $4,466,591Net Income 2016: $1,400,3022016Revenue 2017: $6,582,301Expenses 2017: $5,005,588Net Income 2017: $1,576,7132017Revenue 2018: $8,340,888Expenses 2018: $7,349,086Net Income 2018: $991,8022018Revenue 2019: $7,816,073Expenses 2019: $6,252,893Net Income 2019: $1,563,1802019Revenue 2020: $6,351,272Expenses 2020: $7,716,656Net Income 2020: -$1,365,3842020Revenue 2021: $6,830,151Expenses 2021: $3,979,218Net Income 2021: $2,850,9332021Revenue 2022: $6,221,944Expenses 2022: $4,768,588Net Income 2022: $1,453,3562022Revenue 2023: $6,396,231Expenses 2023: $6,377,003Net Income 2023: $19,2282023Revenue 2024: $8,477,582Expenses 2024: $8,082,493Net Income 2024: $395,0892024

Highlighted filing

2016

Revenue$5,718,192
Expenses$4,654,882
Net Income$1,063,310
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Apr 13, 2017
Return Version
2015v3.0
Gross Receipts
$9,390,741
Mission and Program Overview

Mission

Provide health & welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,381,195$15,279,105▲ $1,897,910
Savings and Temporary Cash Investments$1,870,101$1,183,194▼ $686,907
Accounts Receivable$1,826,692$1,049,994▼ $776,698
Cash and Non-Interest-Bearing Accounts$511,367$592,291▲ $80,924
Total Assets$17,589,355$18,104,584▲ $515,229
Liabilities
Other Liabilities$2,997,782$2,277,365▼ $720,417
Accounts Payable and Accrued Expenses$64,880$46,854▼ $18,026
Total Liabilities$3,062,662$2,324,219▼ $738,443
Net Assets / Fund Balance
Unrestricted Net Assets$14,526,693$15,780,365▲ $1,253,672
Total Net Assets Fund Balance$14,526,693$15,780,365▲ $1,253,672
Total Liabilities and Net Assets / Fund Balance$17,589,355$18,104,584▲ $515,229
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark LittleEmployer Trustee
Matt ThomasEmployer Trustee
Alan FarrisUnion Trustee
Michael Stark JrUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldAccess Fee3817 Northwest Expy, Oklahoma City, OK 73112$164,857
Zenith American SolutionsAdministrative1300 S Meridian STE 125, Oklahoma City, OK 73108$137,659
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,542,209
Investment Income
$175,983
Other Revenue
$0
Change in Net Assets
$1,063,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,718,192
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$190,362
Total Revenue per Audited Statements
$5,908,554
Total Revenue per Form 990
$5,718,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$521,228
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---$4,133,654
Fees for Services Other---$243,295
Fees for Services Management---$137,659
Fees for Services Legal---$45,085
Other Expenses---$32,982
Fees for Services Accounting---$30,871
Office Expenses---$29,775
Insurance---$942
Conferences and Meetings---$619
Total Functional Expenses$0$0$0$4,654,882

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,375,299
Expenses per Audited Statements$4,654,882
Total Expenses per Form 990$4,654,882
Expenses Not Reported on Form 990$720,417
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hour Bank Liability$1,594,935
Claims Incurred but Not Reported$682,430
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 5

“Over the past few years Plan assets totaling $467,352 have been misappropriated. The Plan's fidelity bond insurance carrier and Department of Labor have been notified and the matter is currently under review.”

Form 990, Part VI, Section B, line 11

“Form 990 was provided to the Board of Trustees for their review.”

Form 990, Part VI, Section B, line 12C

“Trustees review policies annually.”

Form 990, Part VI, Section C, line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Operating Engineers
EIN
73-0790052
Phone
4056822323
Address
1300 South Meridian Street No 110, Oklahoma City, OK 73108

Signing Officer

Name
Michael Stark Jr
Title
Chairman
Phone
4056822323
Signed
2017-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Stark Jr
Formed
1969
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Needles & Associates LLC
Address
350 Interlocken Blvd STE 360, Broomfield, CO 80021
Preparer
Kurt D Needles CPA
Phone
3034304225
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended August 31, 2016 and 2015. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding August 31, 2012.”

Part XII, Line 2D - Other Adjustments:

“Change in Benefit Obligations 720,417.”

Raw XML Appendix355 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended August 31, 2016 and 2015. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding August 31, 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Benefit Obligations 720,417.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Over the past few years Plan assets totaling $467,352 have been misappropriated. The Plan's fidelity bond insurance carrier and Department of Labor have been notified and the matter is currently under review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 was provided to the Board of Trustees for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustees review policies annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Information maintained by administrator
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd073108
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Information maintained by administrator
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd073108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017589355
IRS990/TotalAssetsEOYAmt018104584
IRS990/TotalAssetsGrp/BOYAmt017589355
IRS990/TotalAssetsGrp/EOYAmt018104584
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04654882
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03062662
IRS990/TotalLiabilitiesEOYAmt02324219
IRS990/TotalLiabilitiesGrp/BOYAmt03062662
IRS990/TotalLiabilitiesGrp/EOYAmt02324219
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014526693
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015780365
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05542209
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0175983
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05542209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05718192
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017589355
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018104584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014526693
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015780365
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 South Meridian Street No 110
IRS990/USAddress/CityNm0Oklahoma City
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073108
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Stark Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oklahoma Operating Engineers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Welfare Plan
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730790052
ReturnHeader/Filer/PhoneNum04056822323
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 South Meridian Street No 110
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Interlocken Blvd STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum03034304225
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02017-04-13T17:14:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,104,584
Liabilities
$2,324,219
Net assets
$15,780,365
Revenue
$5,718,192
Expenses
$4,654,882
Net income
$1,063,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.9$3.14$24.8$8.48$8.08$0.40
2023Detailed filing. Detailed filing data is available for this year.$24.5$2.12$22.4$6.40$6.38$0.02
2022Detailed filing. Detailed filing data is available for this year.$23.1$1.74$21.4$6.22$4.77$1.45
2021Detailed filing. Detailed filing data is available for this year.$25.9$2.31$23.6$6.83$3.98$2.85
2020Detailed filing. Detailed filing data is available for this year.$23.8$3.71$20.0$6.35$7.72$1.37
2019Detailed filing. Detailed filing data is available for this year.$23.8$3.58$20.2$7.82$6.25$1.56
2018Detailed filing. Detailed filing data is available for this year.$22.2$3.72$18.5$8.34$7.35$0.99
2017Summary only. Only limited summary data is available for this year.$20.4$2.57$17.8$6.58$5.01$1.58
2016Detailed filing. Detailed filing data is available for this year.$18.4$2.32$16.1$5.87$4.47$1.40
2016Detailed filing. Detailed filing data is available for this year.$18.1$2.32$15.8$5.72$4.65$1.06
2015Detailed filing. Detailed filing data is available for this year.$17.6$3.06$14.5$5.77$6.00$0.23
2014Detailed filing. Detailed filing data is available for this year.$19.0$4.29$14.7$7.69$5.44$2.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$2.77$12.4$5.00
2012Summary only. Only limited summary data is available for this year.$14.0$2.52$11.5$5.46$4.44$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$1.83$11.1$4.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$1.87$9.70$4.26