Civic Intelligence

Oklahoma Operating Engineers Welfare Plan

990 • Fiscal year 2020 • EIN 73-0790052

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 25, 2021

Organization ProfileN/A

View Organization Page

9555 W Sam Houston Parkway S No 4Houston, TX 77099

(405) 682-2323

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.16x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

0.58x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-21%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

28th percentile

-0.1%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$23,751,871

Down $26,997 (-0.1%) from 2019

Net Assets

Down

$20,046,160

Down $151,878 (-0.8%) from 2019

Liabilities

Up

$3,705,711

Up $124,881 (+3.5%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Down

$6,351,272

Down $1,464,801 (-19%) from 2019

Expenses

Up

$7,716,656

Up $1,463,763 (+23%) from 2019

Net Income

Down

-$1,365,384

Down $2,928,564 (-187%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$23,751,871
Liabilities$3,705,711
Net Assets$20,046,160
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$6,351,272
Expenses$7,716,656
Net Income-$1,365,384
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jun 25, 2021
Return Version
2019v5.2
Gross Receipts
$15,829,729
Mission and Program Overview

Mission

Multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.

Provide health & welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,391,528$21,863,011▲ $1,471,483
Savings and Temporary Cash Investments$2,186,031$989,674▼ $1,196,357
Accounts Receivable$1,190,971$888,848▼ $302,123
Prepaid Expenses and Deferred Charges$10,338$10,338→ $0
Total Assets$23,778,868$23,751,871▼ $26,997
Liabilities
Other Liabilities$3,567,556$3,676,513▲ $108,957
Accounts Payable and Accrued Expenses$13,274$29,198▲ $15,924
Total Liabilities$3,580,830$3,705,711▲ $124,881
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,198,038$20,046,160▼ $151,878
Total Net Assets Fund Balance$20,198,038$20,046,160▼ $151,878
Total Liabilities and Net Assets / Fund Balance$23,778,868$23,751,871▼ $26,997
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Mark LittleEmployer Trustee
Matt ThomasEmployer Trustee
Justin EvansUnion Trustee
Michael Stark JrUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldAccess Fee3817 Northwest Expy, Oklahoma City, OK 73112$346,850
Zenith American SolutionsAdministrative1600 Highway 6 South STE 340, Sugar Land, TX 77478$183,173
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,884,587
Investment Income
$466,685
Other Revenue
$0
Change in Net Assets
$-1,365,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,351,272
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,213,505
Total Revenue per Audited Statements
$7,564,777
Total Revenue per Form 990
$6,351,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$754,331
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,962,325
Fees for Services Other---$428,624
Fees for Services Management---$172,014
Fees for Service Investment Mgmnt Fees---$51,666
Fees for Services Accounting---$35,362
Fees for Services Legal---$31,288
Office Expenses---$22,863
Insurance---$9,791
All Other Expenses---$2,533
Conferences and Meetings---$190
Total Functional Expenses$0$0$0$7,716,656

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,716,656
Total Expenses per Form 990$7,716,656
Total Expenses per Audited Statements$7,607,698
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-108,958
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$2,530,119
Claims Incurred but Not Reported$1,146,394
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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
9555 W Sam Houston Parkway S No 4, Houston, TX 77099

Signing Officer

Name
Mike Stark
Title
Chairman
Phone
4056822323
Signed
2021-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Stark
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, 2020 and 2019. 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, 2016.”

Part XII, Line 2D - Other Adjustments:

“Change in Benefit Obligations -108,958.”

Raw XML Appendix365 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
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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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. 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, 2020 and 2019. 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, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Benefit Obligations -108,958.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
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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
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Information maintained by administrator
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023778868
IRS990/TotalAssetsEOYAmt023751871
IRS990/TotalAssetsGrp/BOYAmt023778868
IRS990/TotalAssetsGrp/EOYAmt023751871
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07716656
IRS990/TotalGrossUBIAmt00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Stark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oklahoma Operating Engineers
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Welfare Plan
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730790052
ReturnHeader/Filer/PhoneNum04056822323
ReturnHeader/Filer/USAddress/AddressLine1Txt09555 W Sam Houston Parkway S No 4
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ReturnHeader/Filer/USAddress/ZIPCd077099
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/PreparationDt02021-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt D Needles CPA
ReturnHeader/ReturnTs02021-06-29T09:16:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,751,871
Liabilities
$3,705,711
Net assets
$20,046,160
Revenue
$6,351,272
Expenses
$7,716,656
Net income
-$1,365,384
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