Civic Intelligence

Lyle Hughart Welfare Fund Trust

990 • Fiscal year 2017 • EIN 73-6094616

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 27, 2018

Organization ProfileN/A

View Organization Page

3717 NW 63rd StreetOklahoma City, OK 73116

(405) 848-4848

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-13%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$3,701,490

Up $1,006,161 (+37%) from 2016

Net Assets

Up

$3,701,490

Up $1,007,870 (+37%) from 2016

Liabilities

Down

$0

Down $1,709 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Down

$5,645,763

Down $856,902 (-13%) from 2016

Expenses

Up

$4,637,893

Up $112,924 (+2.5%) from 2016

Net Income

Down

$1,007,870

Down $969,826 (-49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2017

Assets$3,701,490
Liabilities$0
Net Assets$3,701,490
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

2017

Revenue$5,645,763
Expenses$4,637,893
Net Income$1,007,870
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 27, 2018
Return Version
2016v3.0
Gross Receipts
$5,645,763
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$2,692,702$3,698,882▲ $1,006,180
Savings and Temporary Cash Investments$2,580$2,592▲ $12
Land, Buildings, and Equipment, Net$46$16▼ $30
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$2,695,329$3,701,490▲ $1,006,161
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses$1,709--
Total Liabilities$1,709$0▼ $1,709
Net Assets / Fund Balance
Unrestricted Net Assets$2,693,620$3,701,490▲ $1,007,870
Total Net Assets Fund Balance$2,693,620$3,701,490▲ $1,007,870
Total Liabilities and Net Assets / Fund Balance$2,695,329$3,701,490▲ $1,006,161

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16$7,148$7,164
Compensation and Service Providers
Top Officer Pay49th percentile

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
$5,645,745
Investment Income
$12
Other Revenue
$6
Change in Net Assets
$1,007,870

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,645,763
Total Revenue per Audited Statements
$5,645,763
Total Revenue per Form 990
$5,645,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,836
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$4,580,057--$4,580,057
Fees for Services Accounting-$37,770-$37,770
Fees for Services Legal-$6,696-$6,696
Other Expenses-$3,943-$3,943
Office Expenses-$2,907-$2,907
Insurance-$1,757-$1,757
Information Technology-$228-$228
Interest-$68-$68
Depreciation Depletion-$31-$31
Total Functional Expenses$4,580,057$57,836$0$4,637,893

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,637,893
Total Expenses per Audited Statements$4,637,893
Total Expenses per Form 990$4,637,893
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
2018-02-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Dimick Hyde & Lewis PC
Address
3717 Northwest 63rd Street Suite 10, Oklahoma City, OK 73116-1905
Preparer
Richard A Dimick
Phone
4058484848
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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/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02580
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02592
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt04637893
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07148
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07164
IRS990ScheduleD/RevenueSubtotalAmt05645763
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016
IRS990ScheduleD/TotalExpensesPerForm990Amt04637893
IRS990ScheduleD/TotalRevenuePerForm990Amt05645763
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05645763
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04637893
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/TotalAssetsBOYAmt02695329
IRS990/TotalAssetsEOYAmt03701490
IRS990/TotalAssetsGrp/BOYAmt02695329
IRS990/TotalAssetsGrp/EOYAmt03701490
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057836
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04580057
IRS990/TotalFunctionalExpensesGrp/TotalAmt04637893
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01709
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01709
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02693620
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03701490
IRS990/TotalProgramServiceExpensesAmt04399574
IRS990/TotalProgramServiceRevenueAmt05645745
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05645763
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05645763
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02695329
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03701490
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02693620
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03701490
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE A MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
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/BusinessNameLine1Txt0Dimick Hyde & Lewis PC
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/ReturnTs02018-02-27T11:09:11-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,701,490
Liabilities
$0
Net assets
$3,701,490
Revenue
$5,645,763
Expenses
$4,637,893
Net income
$1,007,870
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