Civic Intelligence

Lyle Hughart Welfare Fund

EIN 73-6094616 • 501(c)9 • Oklahoma City, OK

View Organization Page

Profile

To provide health & welfare benefits to qualifying union employees of employers that have agreed to be bound by the collective bargaining agreement.

3717 NW 63rd St 100Oklahoma City, OK 73116

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

68th percentile

9.1%

Higher net margin than 68% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

4.9%

Faster revenue growth than 49% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$10,153,274

Up $728,896 (+7.7%) from 2023

Liabilities

Down

$0

Down $407,845 (-100%) from 2023

Net Assets

Up

$10,153,274

Up $1,136,741 (+13%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin68th percentile

Revenue

Up

$5,665,450

Up $799,137 (+16%) from 2023

Expenses

Up

$4,708,904

Up $285,732 (+6.5%) from 2023

Net Income

Up

$956,546

Up $513,405 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2010: $4,383,775Liabilities 2010: $135,572Net Assets 2010: $4,248,2032010Assets 2011: $3,724,532Liabilities 2011: $138,606Net Assets 2011: $3,585,9262011Assets 2012: $3,686,953Liabilities 2012: $138,626Net Assets 2012: $3,548,3272012Assets 2013: $3,020,292Liabilities 2013: $138,852Net Assets 2013: $2,881,4402013Assets 2014: $1,494,127Liabilities 2014: -$9Net Assets 2014: $1,494,1362014Assets 2015: $715,924Liabilities 2015: $0Net Assets 2015: $715,9242015Assets 2016: $2,695,329Liabilities 2016: $1,709Net Assets 2016: $2,693,6202016Assets 2017: $3,701,490Liabilities 2017: $0Net Assets 2017: $3,701,4902017Assets 2018: $4,959,104Liabilities 2018: $0Net Assets 2018: $4,959,1042018Assets 2019: $6,512,429Liabilities 2019: $0Net Assets 2019: $6,512,4292019Assets 2020: $7,767,196Liabilities 2020: $19Net Assets 2020: $7,767,1772020Assets 2021: $8,143,494Liabilities 2021: $0Net Assets 2021: $8,143,4942021Assets 2022: $8,261,804Liabilities 2022: $376Net Assets 2022: $8,261,4282022Assets 2023: $9,424,378Liabilities 2023: $407,845Net Assets 2023: $9,016,5332023Assets 2024: $10,153,274Liabilities 2024: $0Net Assets 2024: $10,153,2742024

Highlighted filing

2024

Assets$10,153,274
Liabilities$0
Net Assets$10,153,274
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $5,102,8702010Expenses 2011: $6,377,8982011Expenses 2012: $6,113,9972012Expenses 2013: $6,520,9882013Revenue 2014: $5,402,047Expenses 2014: $6,789,351Net Income 2014: -$1,387,3042014Revenue 2015: $6,052,686Expenses 2015: $6,830,898Net Income 2015: -$778,2122015Revenue 2016: $6,502,665Expenses 2016: $4,524,969Net Income 2016: $1,977,6962016Revenue 2017: $5,645,763Expenses 2017: $4,637,893Net Income 2017: $1,007,8702017Revenue 2018: $5,621,796Expenses 2018: $4,364,182Net Income 2018: $1,257,6142018Revenue 2019: $5,918,444Expenses 2019: $4,442,857Net Income 2019: $1,475,5872019Revenue 2020: $6,036,635Expenses 2020: $4,788,165Net Income 2020: $1,248,4702020Revenue 2021: $4,449,291Expenses 2021: $4,249,204Net Income 2021: $200,0872021Revenue 2022: $4,637,467Expenses 2022: $3,834,059Net Income 2022: $803,4082022Revenue 2023: $4,866,313Expenses 2023: $4,423,172Net Income 2023: $443,1412023Revenue 2024: $5,665,450Expenses 2024: $4,708,904Net Income 2024: $956,5462024

Highlighted filing

2024

Revenue$5,665,450
Expenses$4,708,904
Net Income$956,546
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,153,274
Liabilities
$0
Net assets
$10,153,274
Revenue
$5,665,450
Expenses
$4,708,904
Net income
$956,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$5.67$4.71$0.96
2023Detailed filing. Detailed filing data is available for this year.$9.42$0.41$9.02$4.87$4.42$0.44
2022Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$4.64$3.83$0.80
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$4.45$4.25$0.20
2020Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$6.04$4.79$1.25
2019Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$5.92$4.44$1.48
2018Summary only. Only limited summary data is available for this year.$4.96$0.00$4.96$5.62$4.36$1.26
2017Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$5.65$4.64$1.01
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.69$6.50$4.52$1.98
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$6.05$6.83$0.78
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$5.40$6.79$1.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.14$2.88$6.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.14$3.55$6.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.14$3.59$6.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.14$4.25$5.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 11, 2025
Return Version
2023v6.0
Gross Receipts
$6,078,039
Mission and Program Overview

Mission

The Trust is a self-insured welfare plan established to provide benefits to qualifying union employees of employers that have agreed to be bound by the collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,682,690$5,689,906▲ $7,216
Savings and Temporary Cash Investments$3,449,149$4,194,883▲ $745,734
Cash and Non-Interest-Bearing Accounts$291,554$268,474▼ $23,080
Accounts Receivable$953--
Land, Buildings, and Equipment, Net$32$11▼ $21
Total Assets$9,424,378$10,153,274▲ $728,896
Liabilities
Other Liabilities$407,845--
Total Liabilities$407,845$0▼ $407,845
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,016,533$10,153,274▲ $1,136,741
Total Net Assets Fund Balance$9,016,533$10,153,274▲ $1,136,741
Total Liabilities and Net Assets / Fund Balance$9,424,378$10,153,274▲ $728,896

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11$11,265-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gary KirkTrustee
Hank ReavesTrustee
Jerry HovarterTrustee
Joe a MckenzieTrustee
Jordon BelewTrustee
Kyle BellmonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,353,820
Investment Income
$311,630
Other Revenue
$0
Change in Net Assets
$956,546

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,596,723
Revenue Not Reported on Financial Statements
$68,727
Revenue Not Reported on Form 990
$180,195
Total Revenue per Audited Statements
$5,776,918
Total Revenue per Form 990
$5,665,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,994
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$4,429,910--$4,429,910
Fees for Services Management$159,891--$159,891
Fees for Service Investment Mgmnt Fees$68,727--$68,727
Fees for Services Legal$38,461--$38,461
Information Technology$3,127--$3,127
Interest$1,964--$1,964
Office Expenses$1,900--$1,900
Other Expenses$953--$953
Depreciation Depletion$21--$21
Total Functional Expenses$4,708,904$0$0$4,708,904

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,708,904
Expenses per Audited Statements$4,640,177
Total Expenses per Audited Statements$4,640,177
Expenses Not Reported on Financial Statements$68,727
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
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, Page 6, Part VI, Line 11B

“The return is made available to all trustees for review.the signing directors/trustees review the completed return before signing.”

Form 990, Page 6, Part VI, Line 12C

“The conflicts of interest policy is reviewed annually by each trustee or other principal member of management.”

Form 990, Page 6, Part VI, Line 19

“The imformation is provided upon request.”

Filing and Contact Details

Filer

Filer Name
Lyle Hughart Welfare Fund
EIN
73-6094616
Address
3717 NW 63RD ST 100, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Joe a Mckenzie
Title
Trustee
Signed
2025-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe a Mckenzie
Formed
1956
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Morrow & Co LLC
Address
10500 E BERKELEY SQ PKWY STE 205, WICHITA, KS 67206
Preparer
Richard L Morrow CPA Cgma
Phone
3162632223
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

“No change from the prior year to the oversight and selection process.”

Raw XML Appendix307 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS MADE AVAILABLE TO ALL TRUSTEES FOR REVIEW.THE SIGNING DIRECTORS/TRUSTEES REVIEW THE COMPLETED RETURN BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICTS OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH TRUSTEE OR OTHER PRINCIPAL MEMBER OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE IMFORMATION IS PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE FROM THE PRIOR YEAR TO THE OVERSIGHT AND SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 12, PART XII, LINE 2C
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IRS990/TotalFunctionalExpensesGrp/TotalAmt04708904
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010153274
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05665450
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09424378
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE A MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLE HUGHART WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0736094616
ReturnHeader/Filer/USAddress/AddressLine1Txt03717 NW 63RD ST 100
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481142797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORROW & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010500 E BERKELEY SQ PKWY STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd067206
ReturnHeader/PreparerPersonGrp/PhoneNum03162632223
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L MORROW CPA CGMA
ReturnHeader/ReturnTs02025-04-11T09:19:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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