Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
990 • Fiscal year 2021 • EIN 73-0790052
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Assets
Up$25,938,314
Up $2,186,443 (+9.2%) from 2020
Net Assets
Up$23,630,847
Up $3,584,687 (+18%) from 2020
Liabilities
Down$2,307,467
Down $1,398,244 (-38%) from 2020
Revenue
Up$6,830,151
Up $478,879 (+7.5%) from 2020
Expenses
Down$3,979,218
Down $3,737,438 (-48%) from 2020
Net Income
Up$2,850,933
Up $4,216,317 (+309%) from 2020
Provide health & welfare benefits to eligible participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $21,863,011 | $23,629,221 | ▲ $1,766,210 |
| Savings and Temporary Cash Investments | $989,674 | $1,428,067 | ▲ $438,393 |
| Accounts Receivable | $888,848 | $870,688 | ▼ $18,160 |
| Prepaid Expenses and Deferred Charges | $10,338 | $10,338 | → $0 |
| Total Assets | $23,751,871 | $25,938,314 | ▲ $2,186,443 |
| Liabilities | |||
| Other Liabilities | $3,676,513 | $2,274,070 | ▼ $1,402,443 |
| Accounts Payable and Accrued Expenses | $29,198 | $33,397 | ▲ $4,199 |
| Total Liabilities | $3,705,711 | $2,307,467 | ▼ $1,398,244 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $20,046,160 | $23,630,847 | ▲ $3,584,687 |
| Total Net Assets Fund Balance | $20,046,160 | $23,630,847 | ▲ $3,584,687 |
| Total Liabilities and Net Assets / Fund Balance | $23,751,871 | $25,938,314 | ▲ $2,186,443 |
| Name | Title |
|---|---|
| Mark Little | Employer Trustee |
| Matt Thomas | Employer Trustee |
| Justin Evans | Union Trustee |
| Michael Stark Jr | Union Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Blue Shield | Access Fee | 3817 Northwest Expy, Oklahoma City, OK 73112 | $180,738 |
| Zenith American Solutions | Administrative | 1600 Highway 6 South STE 340, Sugar Land, TX 77478 | $166,272 |
| Line Item | Amount |
|---|---|
| Other Expenses | $583,073 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $3,396,145 |
| Fees for Services Other | - | - | - | $247,032 |
| Fees for Services Management | - | - | - | $145,138 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $55,441 |
| Fees for Services Legal | - | - | - | $53,584 |
| Fees for Services Accounting | - | - | - | $37,098 |
| Office Expenses | - | - | - | $29,591 |
| Insurance | - | - | - | $9,791 |
| All Other Expenses | - | - | - | $5,398 |
| Total Functional Expenses | $0 | $0 | $0 | $3,979,218 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $5,381,662 |
| Expenses per Audited Statements | $3,979,218 |
| Total Expenses per Form 990 | $3,979,218 |
| Expenses Not Reported on Form 990 | $1,402,444 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Hour Bank Liability | $1,668,070 |
| Claims Incurred but Not Reported | $606,000 |
“Form 990 was provided to the Board of Trustees for their review.”
“Trustees review policies annually.”
“Governing documents are available to the public upon request.”
“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, 2021 and 2020. 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, 2017.”
“Change in Benefit Obligations 1,402,444.”
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 | 29198 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 33397 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 888848 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 870688 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Provide health & welfare benefits to eligible participants. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5398 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3396145 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Board of Trustees |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4056822323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9555 W Sam Houston Parkway S No 400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Houston |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77099 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| 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/ContractorCompensationGrp/CompensationAmt | 0 | 180738 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 166272 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 3817 Northwest Expy |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1600 Highway 6 South STE 340 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Oklahoma City |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Sugar Land |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 73112 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 77478 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Blue Cross Blue Shield |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | Zenith American Solutions |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Access Fee |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Administrative |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3396145 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1687020 |
| IRS990/CYOtherExpensesAmt | 0 | 583073 |
| IRS990/CYOtherRevenueAmt | 0 | 38584 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 5104547 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2850933 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3979218 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6830151 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Provide health & welfare benefits to eligible participants. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 37098 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 53584 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 145138 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 247032 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 55441 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Michael Stark Jr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Justin Evans |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Matt Thomas |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Mark Little |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Employer Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Employer Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1969 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1068427 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6650515 |
| IRS990/GrossReceiptsAmt | 0 | 12412239 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 9791 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 618593 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 618593 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 21863011 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 23629221 |
| IRS990/IRPDocumentCnt | 0 | 1278 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OK |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 5582088 |
| 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/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 38584 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 38584 |
| IRS990/MissionDesc | 0 | Provide health & welfare benefits to eligible participants. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 20046160 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 23630847 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1068427 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1068427 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 733754 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 20046160 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 23630847 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 29591 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 3676513 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2274070 |
| IRS990/OtherRevenueTotalAmt | 0 | 38584 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 10338 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 10338 |
| IRS990/PrincipalOfficerNm | 0 | Mike Stark |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employers' contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Reciprocity in |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Participants' contributions |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3288230 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1616131 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 200186 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3288230 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1616131 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 200186 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 6962325 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 466685 |
| IRS990/PYOtherExpensesAmt | 0 | 754331 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 5884587 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1365384 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 7716656 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6351272 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2850933 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 989674 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1428067 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 1402444 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3979218 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 733754 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 1402444 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1668070 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 606000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Hour Bank Liability |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Claims Incurred but Not Reported |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 733754 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 6830151 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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, 2021 and 2020. 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, 2017. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Change in Benefit Obligations 1,402,444. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XII, Line 2d - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3979218 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2274070 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 6830151 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 7563905 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 5381662 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Form 990 was provided to the Board of Trustees for their review. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Trustees review policies annually. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Governing documents are available to the public upon request. |
| 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 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | Information maintained by administrator |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 73108 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | Information maintained by administrator |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd | 0 | 73108 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Information maintained by administrator |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 77478 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| 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 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 23751871 |
| IRS990/TotalAssetsEOYAmt | 0 | 25938314 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 23751871 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 25938314 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3979218 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 3705711 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2307467 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 3705711 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2307467 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 20046160 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 23630847 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 5104547 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 1687020 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5143131 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 6830151 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 23751871 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 25938314 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 9555 W Sam Houston Parkway S No 400 |
| IRS990/USAddress/CityNm | 0 | Houston |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77099 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Mike Stark |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairman |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4056822323 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-06-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Oklahoma Operating Engineers |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Welfare Plan |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OKLA |
| ReturnHeader/Filer/EIN | 0 | 730790052 |
| ReturnHeader/Filer/PhoneNum | 0 | 4056822323 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9555 W Sam Houston Parkway S No 4 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Houston |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77099 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 510435869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Needles & Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 350 Interlocken Blvd STE 360 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Broomfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3034304225 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-07-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kurt D Needles CPA |
| ReturnHeader/ReturnTs | 0 | 2022-07-06T10:35:37-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Mike |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Stark |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-08-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.