Civic Intelligence

Oklahoma Operating Engineers Welfare Plan

990 • Fiscal year 2024 • EIN 73-0790052

Sep 01, 2023 to Aug 31, 2024 • Filed on May 15, 2025

Organization ProfileN/A

View Organization Page

909 South Meridian Avenue 580Oklahoma City, OK 73108

(405) 682-2323

Siviq Scores

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

Liabilities / Assets

66th percentile

0.11x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.37x

Higher debt load relative to revenue than 90% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

46th percentile

4.7%

Higher net margin than 46% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

33%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$27,915,919

Up $3,433,927 (+14%) from 2023

Net Assets

Up

$24,777,153

Up $2,410,854 (+11%) from 2023

Liabilities

Up

$3,138,766

Up $1,023,073 (+48%) from 2023

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin46th percentile

Revenue

Up

$8,477,582

Up $2,081,351 (+33%) from 2023

Expenses

Up

$8,082,493

Up $1,705,490 (+27%) from 2023

Net Income

Up

$395,089

Up $375,861 (+1955%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2024

Assets$27,915,919
Liabilities$3,138,766
Net Assets$24,777,153
Open 2024 Filing

Operations Trend

Revenue Growth85th 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

2024

Revenue$8,477,582
Expenses$8,082,493
Net Income$395,089
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$9,415,496
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,621,189$25,622,581▲ $3,001,392
Rtn Earn Endowment Incm Other Fnds$22,366,299$24,777,153▲ $2,410,854
Accounts Receivable$1,206,992$1,789,866▲ $582,874
Savings and Temporary Cash Investments$653,811$503,472▼ $150,339
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,481,992$27,915,919▲ $3,433,927
Liabilities
Other Liabilities$2,028,944$3,071,510▲ $1,042,566
Accounts Payable and Accrued Expenses$86,749$67,256▼ $19,493
Total Liabilities$2,115,693$3,138,766▲ $1,023,073
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,366,299$24,777,153▲ $2,410,854
Total Liabilities and Net Assets / Fund Balance$24,481,992$27,915,919▲ $3,433,927
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCThird Party Administrator909 SOUTH MERIDIAN AVE STE 580, Oklahoma City, OK 73108$203,832
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,132,547
Investment Income
$1,320,388
Other Revenue
$24,647
Change in Net Assets
$395,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,421,163
Revenue Not Reported on Financial Statements
$56,419
Revenue Not Reported on Form 990
$2,015,765
Total Revenue per Audited Statements
$10,436,928
Total Revenue per Form 990
$8,477,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$544,596
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---$7,537,897
Fees for Services Management---$192,736
Fees for Services Other---$188,035
Fees for Service Investment Mgmnt Fees---$56,419
Fees for Services Legal---$50,927
Fees for Services Accounting---$41,792
Office Expenses---$14,519
Conferences and Meetings---$147
All Other Expenses---$21
Total Functional Expenses$0$0$0$8,082,493

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,082,493
Expenses per Audited Statements$8,026,074
Total Expenses per Audited Statements$7,020,401
Expenses Not Reported on Financial Statements$56,419
Expenses Not Reported on Form 990$-1,005,673
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
Accumulated Eligibility$2,047,617
Incurred But Unreported Claims$987,000
Reciprocal Contributions Payable$36,893
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 is provided to the trustees prior to filing.”

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

“The trustees monitor and enforce compliance with the conflict of interest policy as required by erisa, with the assistance of the fund's professionals.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, policies, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Operating Engineers
EIN
73-0790052
Phone
4056822323
Address
909 SOUTH MERIDIAN AVENUE 580, OKLAHOMA CITY, OK 73108

Signing Officer

Name
Michael Stark Jr
Title
Trustee
Phone
4056822323
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Royle Vazquez Llp
Address
PO BOX 1143, BROOMFIELD, CO 80038
Preparer
Nolan Royle CPA
Phone
7203296845
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's board of trustees is responsible for overseeing the financial statement audit, and the selection of the independent auditor that performs the audit. No change from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is qualified pursuant to section 501(c)(9) of the internal revenue code (irc) as a tax-exempt organization. The plan has obtained a favorable determination letter from the internal revenue service and the plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. Therefore, no provision for income taxes has been included in the plan's financial statements. 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 if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML Appendix352 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
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0909 SOUTH MERIDIAN AVENUE
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1JUSTIN EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm2MATT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK LITTLE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INCURRED BUT UNREPORTED CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCAL CONTRIBUTIONS PAYABLE
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IRS990ScheduleD/RevenueSubtotalAmt08421163
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AS A TAX-EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08082493
IRS990ScheduleD/TotalLiabilityAmt03071510
IRS990ScheduleD/TotalRevenuePerForm990Amt08477582
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010436928
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07020401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AS REQUIRED BY ERISA, WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT, AND THE SELECTION OF THE INDEPENDENT AUDITOR THAT PERFORMS THE AUDIT. NO CHANGE FROM THE PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS (MAINTAINED BY PLAN 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/RelatedOrganizationName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS (MAINTAINED BY PLAN ADMINISTRATOR)
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd073108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt024481992
IRS990/TotalAssetsEOYAmt027915919
IRS990/TotalAssetsGrp/BOYAmt024481992
IRS990/TotalAssetsGrp/EOYAmt027915919
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08082493
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02115693
IRS990/TotalLiabilitiesEOYAmt03138766
IRS990/TotalLiabilitiesGrp/BOYAmt02115693
IRS990/TotalLiabilitiesGrp/EOYAmt03138766
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022366299
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024777153
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07132547
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01320388
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07157194
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08477582
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt024481992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027915919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0909 SOUTH MERIDIAN AVE
IRS990/USAddress/CityNm0OKLAHOMA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073108
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STARK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04056822323
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA OPERATING ENGINEERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730790052
ReturnHeader/Filer/PhoneNum04056822323
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 SOUTH MERIDIAN AVENUE 580
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921092242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROYLE VAZQUEZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1143
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080038
ReturnHeader/PreparerPersonGrp/PhoneNum07203296845
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NOLAN ROYLE CPA
ReturnHeader/ReturnTs02025-06-12T11:50:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,915,919
Liabilities
$3,138,766
Net assets
$24,777,153
Revenue
$8,477,582
Expenses
$8,082,493
Net income
$395,089
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