Civic Intelligence

Lyle Hughart Welfare Fund Trust

990 • Fiscal year 2016 • EIN 73-6094616

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization ProfileN/A

View Organization Page

3717 NW 63rd StreetOklahoma City, OK 73116

(405) 848-4848

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,695,329

Flat from 2016

Net Assets

Flat

$2,693,620

Flat from 2016

Liabilities

Flat

$1,709

Flat from 2016

Revenue And Expenses

Revenue

Flat

$6,502,665

Flat from 2016

Expenses

Flat

$4,524,969

Flat from 2016

Net Income

Flat

$1,977,696

Flat from 2016

Historical Trend

Balance Sheet Trend

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 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

2016

Assets$2,695,329
Liabilities$1,709
Net Assets$2,693,620
Open 2016 Filing

Operations Trend

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 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

2016

Revenue$6,502,665
Expenses$4,524,969
Net Income$1,977,696
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.0
Gross Receipts
$6,502,665
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
Cash and Non-Interest-Bearing Accounts$713,771$2,692,702▲ $1,978,931
Savings and Temporary Cash Investments$2,075$2,580▲ $505
Land, Buildings, and Equipment, Net$77$46▼ $31
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$715,924$2,695,329▲ $1,979,405
Other Assets Total$1$1→ $0
Liabilities
Accounts Payable and Accrued Expenses-$1,709-
Total Liabilities$0$1,709▲ $1,709
Net Assets / Fund Balance
Unrestricted Net Assets$715,924$2,693,620▲ $1,977,696
Total Net Assets Fund Balance$715,924$2,693,620▲ $1,977,696
Total Liabilities and Net Assets / Fund Balance$715,924$2,695,329▲ $1,979,405

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$46$7,118$7,164
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,502,665
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,977,696

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,502,665
Total Revenue per Audited Statements
$6,502,665
Total Revenue per Form 990
$6,502,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,637
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$4,430,332--$4,430,332
Fees for Services Accounting-$36,975-$36,975
Fees for Services Legal-$2,450-$2,450
Insurance-$1,763-$1,763
Information Technology-$1,083-$1,083
Other Expenses-$841-$841
Depreciation Depletion-$31-$31
Total Functional Expenses$4,430,332$94,637$0$4,524,969

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,524,969
Total Expenses per Audited Statements$4,524,969
Total Expenses per Form 990$4,524,969
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 73105Trent London - 3901 Willow Springs Ave, 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

Filer Name
Lyle Hughart Welfare Fund Trust
EIN
73-6094616
Phone
4058484848
Address
3717 NW 63RD STREET, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Joe a Mckenzie
Title
Trustee
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Lewis & AssocDimick Green Brown & Stark
Address
3717 Northwest 63rd Street Suite 10, Oklahoma City, OK 73116-1905
Preparer
Richard A Dimick
Phone
4058484848
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Joe A. McKenzie - 4100 N Walnut, Oklahoma City, OK 73105Robert Demencko - 4100 N Walnut, Oklahoma City, OK 73105Trent London - 3901 Willow Springs Ave, 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/ExplanationTxt1The return is sent to all trustees for review prior to signing. The signing directors/trustees review the completed return before signing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transactions 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/ExplanationTxt3The information is provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0715924
IRS990/TotalAssetsEOYAmt02695329
IRS990/TotalAssetsGrp/BOYAmt0715924
IRS990/TotalAssetsGrp/EOYAmt02695329
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094637
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04430332
IRS990/TotalFunctionalExpensesGrp/TotalAmt04524969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01709
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01709
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0715924
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02693620
IRS990/TotalProgramServiceExpensesAmt04430332
IRS990/TotalProgramServiceRevenueAmt06502665
IRS990/TotalRevenueGrp/ExclusionAmt06502665
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06502665
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0715924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02695329
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0715924
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02693620
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE A MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLE HUGHART WELFARE FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0736094616
ReturnHeader/Filer/PhoneNum04058484848
ReturnHeader/Filer/USAddress/AddressLine1Txt03717 NW 63RD STREET
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewis & AssocDimick Green Brown & Stark
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03717 Northwest 63rd Street Suite 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731161905
ReturnHeader/PreparerPersonGrp/PhoneNum04058484848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Dimick
ReturnHeader/ReturnTs02016-11-03T09:10:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,695,329
Liabilities
$1,709
Net assets
$2,693,620
Revenue
$6,502,665
Expenses
$4,524,969
Net income
$1,977,696
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
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