Civic Intelligence

Oklahoma Operating Engineers Welfare Plan

990 • Fiscal year 2023 • EIN 73-0790052

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 12, 2024

Organization ProfileN/A

View Organization Page

909 S Meridian Ave 580Oklahoma City, OK 73108

(405) 682-2323

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Balance Sheet

Assets

Up

$24,481,992

Up $1,377,504 (+6.0%) from 2022

Net Assets

Up

$22,366,299

Up $997,185 (+4.7%) from 2022

Liabilities

Up

$2,115,693

Up $380,319 (+22%) from 2022

Revenue And Expenses

Revenue

Up

$6,396,231

Up $174,287 (+2.8%) from 2022

Expenses

Up

$6,377,003

Up $1,608,415 (+34%) from 2022

Net Income

Down

$19,228

Down $1,434,128 (-99%) from 2022

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: $18,441,576Liabilities 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

2023

Assets$24,481,992
Liabilities$2,115,693
Net Assets$22,366,299
Open 2023 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: $5,866,893Expenses 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

2023

Revenue$6,396,231
Expenses$6,377,003
Net Income$19,228
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 12, 2024
Return Version
2022v5.0
Gross Receipts
$14,652,465
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$21,606,008$22,621,189▲ $1,015,181
Accounts Receivable$763,115$1,206,992▲ $443,877
Savings and Temporary Cash Investments$735,365$653,811▼ $81,554
Total Assets$23,104,488$24,481,992▲ $1,377,504
Liabilities
Other Liabilities$1,678,947$2,028,944▲ $349,997
Accounts Payable and Accrued Expenses$56,427$86,749▲ $30,322
Total Liabilities$1,735,374$2,115,693▲ $380,319
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,369,114$22,366,299▲ $997,185
Total Net Assets Fund Balance$21,369,114$22,366,299▲ $997,185
Total Liabilities and Net Assets / Fund Balance$23,104,488$24,481,992▲ $1,377,504
Compensation and Service Providers

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministrative909 S Meridian Ave Suite 580, Oklahoma City, OK 73108$176,931
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,311,567
Investment Income
$84,664
Other Revenue
$0
Change in Net Assets
$19,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,396,231
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$977,957
Total Revenue per Audited Statements
$7,374,188
Total Revenue per Form 990
$6,396,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$447,049
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---$5,929,954
Fees for Services Management---$151,161
Fees for Services Other---$101,620
Fees for Service Investment Mgmnt Fees---$50,615
Fees for Services Legal---$50,097
Fees for Services Accounting---$45,340
Office Expenses---$34,944
Insurance---$9,791
All Other Expenses---$3,122
Conferences and Meetings---$359
Total Functional Expenses$0$0$0$6,377,003

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,377,003
Total Expenses per Form 990$6,377,003
Total Expenses per Audited Statements$6,027,007
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-349,996
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$1,538,944
Claims Incurred but Not Reported$490,000
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
909 S Meridian Ave 580, Oklahoma City, OK 73108

Signing Officer

Name
Mike Stark
Title
Chairman
Phone
4056822323
Signed
2024-07-12
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
1
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

Additional Explanations

Form 990, Part XII, Line 2C:

“There are no changes.”

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, 2023 and 2022. 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, 2019.”

Part XII, Line 2D - Other Adjustments:

“Change in Benefit Obligations -349,996.”

Raw XML Appendix364 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. 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, 2023 and 2022. 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, 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in Benefit Obligations -349,996.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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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/ExplanationTxt3There are no changes.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,481,992
Liabilities
$2,115,693
Net assets
$22,366,299
Revenue
$6,396,231
Expenses
$6,377,003
Net income
$19,228
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