Civic Intelligence

Oklahoma Operating Engineers Welfare Plan

990 • Fiscal year 2019 • EIN 73-0790052

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 07, 2020

Organization ProfileN/A

View Organization Page

1300 South Meridian Street No 125Oklahoma City, OK 73108

(405) 682-2323

Siviq Scores

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

Liabilities / Assets

69th percentile

0.15x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.46x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

46th percentile

6.9%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-6.3%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$23,778,868

Up $1,539,273 (+6.9%) from 2018

Net Assets

Up

$20,198,038

Up $1,680,170 (+9.1%) from 2018

Liabilities

Down

$3,580,830

Down $140,897 (-3.8%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin76th percentile

Revenue

Down

$7,816,073

Down $524,815 (-6.3%) from 2018

Expenses

Down

$6,252,893

Down $1,096,193 (-15%) from 2018

Net Income

Up

$1,563,180

Up $571,378 (+58%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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: $18,441,576Liabilities 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

2019

Assets$23,778,868
Liabilities$3,580,830
Net Assets$20,198,038
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

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: $5,866,893Expenses 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

2019

Revenue$7,816,073
Expenses$6,252,893
Net Income$1,563,180
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 7, 2020
Return Version
2018v3.1
Gross Receipts
$7,855,581
Mission and Program Overview

Mission

Provide health & welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,753,730$20,391,528▲ $1,637,798
Savings and Temporary Cash Investments$1,876,755$2,186,031▲ $309,276
Accounts Receivable$1,599,770$1,190,971▼ $408,799
Prepaid Expenses and Deferred Charges$9,340$10,338▲ $998
Total Assets$22,239,595$23,778,868▲ $1,539,273
Liabilities
Other Liabilities$3,685,716$3,567,556▼ $118,160
Accounts Payable and Accrued Expenses$36,011$13,274▼ $22,737
Total Liabilities$3,721,727$3,580,830▼ $140,897
Net Assets / Fund Balance
Unrestricted Net Assets$18,517,868$20,198,038▲ $1,680,170
Total Net Assets Fund Balance$18,517,868$20,198,038▲ $1,680,170
Total Liabilities and Net Assets / Fund Balance$22,239,595$23,778,868▲ $1,539,273
Compensation and Service Providers
Top Officer PayScore unavailable

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$226,554
Zenith American SolutionsAdministrative1300 S Meridian STE 125, Oklahoma City, OK 73108$187,391
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,975,039
Investment Income
$841,034
Other Revenue
$0
Change in Net Assets
$1,563,180

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,816,073
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$116,990
Total Revenue per Audited Statements
$7,933,063
Total Revenue per Form 990
$7,816,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$694,643
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---$5,558,250
Fees for Services Other---$303,221
Fees for Services Management---$171,183
Fees for Services Legal---$74,489
Fees for Service Investment Mgmnt Fees---$55,485
Office Expenses---$43,705
Fees for Services Accounting---$34,931
Insurance---$9,338
All Other Expenses---$2,291
Total Functional Expenses$0$0$0$6,252,893

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,371,053
Expenses per Audited Statements$6,252,893
Total Expenses per Form 990$6,252,893
Expenses Not Reported on Form 990$118,160
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$2,697,676
Claims Incurred but Not Reported$869,880
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 B, line 11B

“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 125, Oklahoma City, OK 73108

Signing Officer

Name
Mark Little
Title
Chairman
Phone
4056822323
Signed
2020-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Little
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. 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, 2019 and 2018. 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, 2015.”

Part XII, Line 2D - Other Adjustments:

“Change in Benefit Obligations 118,160.”

Raw XML Appendix369 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036011
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013274
IRS990/AccountsReceivableGrp/BOYAmt01599770
IRS990/AccountsReceivableGrp/EOYAmt01190971
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provide health & welfare benefits to eligible participants.
IRS990/AllOtherExpensesGrp/TotalAmt02291
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt05558250
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Board of Trustees
IRS990/BooksInCareOfDetail/PhoneNum04056822323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 South Meridian Street No 125
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073108
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0226554
IRS990/ContractorCompensationGrp/CompensationAmt1187391
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03817 Northwest Expy
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11300 S Meridian STE 125
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Oklahoma City
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Oklahoma City
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd073112
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd173108
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Blue Cross Blue Shield
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Zenith American Solutions
IRS990/ContractorCompensationGrp/ServicesDesc0Access Fee
IRS990/ContractorCompensationGrp/ServicesDesc1Administrative
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05558250
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0841034
IRS990/CYOtherExpensesAmt0694643
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06975039
IRS990/CYRevenuesLessExpensesAmt01563180
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06252893
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07816073
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Provide health & welfare benefits to eligible participants.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt034931
IRS990/FeesForServicesLegalGrp/TotalAmt074489
IRS990/FeesForServicesManagementGrp/TotalAmt0171183
IRS990/FeesForServicesOtherGrp/TotalAmt0303221
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt055485
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Michael Stark Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Alan Farris
IRS990/Form990PartVIISectionAGrp/PersonNm2Matt Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Little
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Employer Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Employer Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2023
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt037485
IRS990/GrossReceiptsAmt07855581
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt09338
IRS990/InvestmentIncomeGrp/ExclusionAmt0843057
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0843057
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018753730
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020391528
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039508
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide health & welfare benefits to eligible participants.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018517868
IRS990/NetAssetsOrFundBalancesEOYAmt020198038
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2023
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2023
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0116990
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt043705
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt03685716
IRS990/OtherLiabilitiesGrp/EOYAmt03567556
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09340
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010338
IRS990/PrincipalOfficerNm0Mark Little
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0Employers' contributio
IRS990/ProgramServiceRevenueGrp/Desc1Reciprocity in
IRS990/ProgramServiceRevenueGrp/Desc2Participants' contribu
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04230063
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12539798
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2205178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04230063
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12539798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2205178
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06765996
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0679645
IRS990/PYOtherExpensesAmt0583090
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07661243
IRS990/PYRevenuesLessExpensesAmt0991802
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07349086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08340888
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01563180
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01876755
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02186031
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0118160
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06252893
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0116990
IRS990ScheduleD/OtherExpensesIncludedAmt0118160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02697676
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1869880
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Hour Bank Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Claims Incurred but Not Reported
IRS990ScheduleD/RevenueNotReportedAmt0116990
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07816073
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. 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, 2019 and 2018. 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, 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Benefit Obligations 118,160.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06252893
IRS990ScheduleD/TotalLiabilityAmt03567556
IRS990ScheduleD/TotalRevenuePerForm990Amt07816073
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07933063
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06371053
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was provided to the Board of Trustees for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees review policies annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0N/A
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/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Information maintained by administrator
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0000000000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022239595
IRS990/TotalAssetsEOYAmt023778868
IRS990/TotalAssetsGrp/BOYAmt022239595
IRS990/TotalAssetsGrp/EOYAmt023778868
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06252893
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03721727
IRS990/TotalLiabilitiesEOYAmt03580830
IRS990/TotalLiabilitiesGrp/BOYAmt03721727
IRS990/TotalLiabilitiesGrp/EOYAmt03580830
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018517868
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020198038
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06975039
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0841034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06975039
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07816073
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022239595
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023778868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt018517868
IRS990/UnrestrictedNetAssetsGrp/EOYAmt020198038
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 South Meridian Street No 125
IRS990/USAddress/CityNm0Oklahoma City
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073108
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Little
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
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 125
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B131DC643218E4936EDB18C0E004AAA77630580D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B131DC643218E4936EDB18C0E004AAA77630580D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.139.241
ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm013:12:46
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/PreparationDt02020-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02020-07-14T14:13:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,778,868
Liabilities
$3,580,830
Net assets
$20,198,038
Revenue
$7,816,073
Expenses
$6,252,893
Net income
$1,563,180
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
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