Civic Intelligence

Lyle Hughart Welfare Fund Trust

990 • Fiscal year 2014 • EIN 73-6094616

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileN/A

View Organization Page

3717 NW 63rd Street73116

(405) 848-4848

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

5th percentile

-51%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$1,494,127

Down $1,526,165 (-51%) from 2013

Net Assets

Down

$1,494,136

Down $1,387,304 (-48%) from 2013

Liabilities

Down

-$9

Down $138,861 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin10th percentile

Revenue

$5,402,047

No earlier filing loaded for comparison.

Expenses

Up

$6,789,351

Up $268,363 (+4.1%) from 2013

Net Income

-$1,387,304

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$1,494,127
Liabilities-$9
Net Assets$1,494,136
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$5,402,047
Expenses$6,789,351
Net Income-$1,387,304
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$7,576,074
Mission and Program Overview

Mission

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

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
Savings and Temporary Cash Investments$1,522,579$1,020,425▼ $502,154
Investments in Publicly Traded Securities$732,682$0▼ $732,682
Cash and Non-Interest-Bearing Accounts$764,816$452,852▼ $311,964
Accounts Receivable-$20,720-
Land, Buildings, and Equipment, Net$215$129▼ $86
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,020,292$1,494,127▼ $1,526,165
Other Assets Total-$1-
Liabilities
Deferred Revenue$135,840--
Accounts Payable and Accrued Expenses$3,012$-9▼ $3,021
Total Liabilities$138,852$-9▼ $138,861
Net Assets / Fund Balance
Unrestricted Net Assets$2,881,440$1,494,136▼ $1,387,304
Total Net Assets Fund Balance$2,881,440$1,494,136▼ $1,387,304
Total Liabilities and Net Assets / Fund Balance$3,020,292$1,494,127▼ $1,526,165

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$129$7,035-
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
David FinleyTrustee
Jerry G HovarterTrustee
Joe a MckenzieTrustee
Michael ClarkTrustee
Michael LondonTrustee
Robert DemechkoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,285,441
Investment Income
$105,570
Other Revenue
$11,036
Change in Net Assets
$-1,387,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,402,047
Total Revenue per Audited Statements
$5,402,047
Total Revenue per Form 990
$5,402,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,252
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$6,743,099--$6,743,099
Fees for Services Accounting-$34,940-$34,940
Fees for Service Investment Mgmnt Fees-$7,365-$7,365
Office Expenses-$2,692-$2,692
Other Expenses-$440-$440
Travel-$344-$344
Fees for Services Legal-$206-$206
Information Technology-$179-$179
Depreciation Depletion-$86-$86
Total Functional Expenses$6,743,099$46,252$0$6,789,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,789,351
Total Expenses per Audited Statements$6,789,351
Total Expenses per Form 990$6,789,351
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

“Joe A. McKenzie - 4100 N Walnut, Oklahoma City, OK 73105Robert Demencko - 4100 N Walnut, Oklahoma City, OK 73105Michael London - 3800 NW 36th Street, Oklahoma City, OK 73112Jerry Hovarter - 3800 NW 36th Street, Oklahoma City, OK 73112David Finley - 3801 Willow Springs, Oklahoma City, OK 73112Michael Clark - P.O. Box 30889, Midwest City, OK 73140”

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Transactions and records are periodically reviewed to insure that they have been properly recorded, that investments or payments for goods and services further the charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The information is provided upon request.”

Filing and Contact Details

Filer

EIN
73-6094616
Phone
4058484848

Signing Officer

Name
Joe a Mckenzie
Title
Trustee
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1956
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
Richard A Dimick
Phone
4058484848
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Health screenings”

Raw XML Appendix363 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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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1387304
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01522579
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01020425
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06789351
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0129
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07035
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt07164
IRS990ScheduleD/RevenueSubtotalAmt05402047
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0129
IRS990ScheduleD/TotalExpensesPerForm990Amt06789351
IRS990ScheduleD/TotalRevenuePerForm990Amt05402047
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05402047
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06789351
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Health screenings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Joe A. McKenzie - 4100 N Walnut, Oklahoma City, OK 73105Robert Demencko - 4100 N Walnut, Oklahoma City, OK 73105Michael London - 3800 NW 36th Street, Oklahoma City, OK 73112Jerry Hovarter - 3800 NW 36th Street, Oklahoma City, OK 73112David Finley - 3801 Willow Springs, Oklahoma City, OK 73112Michael Clark - P.O. Box 30889, Midwest City, OK 73140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The return is sent to all trustees for review prior to signing. The signing directors/trustees review the completed return before signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transactions and records are periodically reviewed to insure that they have been properly recorded, that investments or payments for goods and services further the charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The information is provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03020292
IRS990/TotalAssetsEOYAmt01494127
IRS990/TotalAssetsGrp/BOYAmt03020292
IRS990/TotalAssetsGrp/EOYAmt01494127
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046252
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06743099
IRS990/TotalFunctionalExpensesGrp/TotalAmt06789351
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0138852
IRS990/TotalLiabilitiesEOYAmt0-9
IRS990/TotalLiabilitiesGrp/BOYAmt0138852
IRS990/TotalLiabilitiesGrp/EOYAmt0-9
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02881440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01494136
IRS990/TotalOtherProgSrvcExpenseAmt01110
IRS990/TotalProgramServiceExpensesAmt06743099
IRS990/TotalProgramServiceRevenueAmt05285441
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05402047
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05402047
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03020292
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01494127
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0344
IRS990/TravelGrp/TotalAmt0344
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02881440
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01494136
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE A MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10LYLE HUGHART WELFARE FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0736094616
ReturnHeader/Filer/PhoneNum04058484848
ReturnHeader/Filer/USAddress/AddressLine103717 NW 63RD STREET
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lewis & AssocDimick Green Brown & Stark
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103717 Northwest 63rd Street Suite 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0731161905
ReturnHeader/PreparerPersonGrp/PhoneNum04058484848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Dimick
ReturnHeader/ReturnTs02014-11-12T12:03:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,494,127
Liabilities
-$9
Net assets
$1,494,136
Revenue
$5,402,047
Expenses
$6,789,351
Net income
-$1,387,304
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