Civic Intelligence

Lyle Hughart Welfare Fund Trust

990 • Fiscal year 2020 • EIN 73-6094616

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 13, 2021

Organization ProfileN/A

View Organization Page

3717 NW 63rd Street No 100Oklahoma City, OK 73116

(405) 848-4848

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

2.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,767,196

Up $1,254,767 (+19%) from 2019

Net Assets

Up

$7,767,177

Up $1,254,748 (+19%) from 2019

Liabilities

Up

$19

Up $19 from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin75th percentile

Revenue

Up

$6,036,635

Up $118,191 (+2.0%) from 2019

Expenses

Up

$4,788,165

Up $345,308 (+7.8%) from 2019

Net Income

Down

$1,248,470

Down $227,117 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$7,767,196
Liabilities$19
Net Assets$7,767,177
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$6,036,635
Expenses$4,788,165
Net Income$1,248,470
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 13, 2021
Return Version
2019v5.2
Gross Receipts
$6,036,635
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 empoyers that have agreed to be bound by the collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,452,940$4,570,072▲ $117,132
Savings and Temporary Cash Investments$2,642$1,802,669▲ $1,800,027
Cash and Non-Interest-Bearing Accounts$2,052,951$1,390,851▼ $662,100
Land, Buildings, and Equipment, Net$3,896$3,604▼ $292
Total Assets$6,512,429$7,767,196▲ $1,254,767
Liabilities
Accounts Payable and Accrued Expenses-$19-
Total Liabilities$0$19▲ $19
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,512,429$7,767,177▲ $1,254,748
Total Net Assets Fund Balance$6,512,429$7,767,177▲ $1,254,748
Total Liabilities and Net Assets / Fund Balance$6,512,429$7,767,196▲ $1,254,767

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,604$9,764$13,368
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,890,320
Investment Income
$146,184
Other Revenue
$131
Change in Net Assets
$1,248,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,036,635
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,278
Total Revenue per Audited Statements
$6,042,913
Total Revenue per Form 990
$6,036,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$472,207
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---$4,315,958
Fees for Services Other---$424,906
Fees for Service Investment Mgmnt Fees---$32,067
Other Expenses---$14,942
Depreciation Depletion---$292
Total Functional Expenses$0$0$0$4,788,165

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,788,165
Total Expenses per Audited Statements$4,788,165
Total Expenses per Form 990$4,788,165
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Backup withholding compliance
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

“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, Section B, Line 12C

“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, Section C, Line 19

“The imformation is provided upon request.”

Filing and Contact Details

Filer

Filer Name
Lyle Hughart Welfare Fund
EIN
73-6094616
Phone
4058484848
Address
3717 NW 63RD STREET NO 100, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Joe a Mckenzie
Title
Trustee
Phone
4058484848
Signed
2021-03-13
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
Volunteers
0

Preparer

Firm
Bryan Little Haley & Kent P C
Address
P O BOX 2306, BARTLESVILLE, OK 74005-2306
Preparer
Thad Kent
Phone
9183361433
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted the recognition requirements for uncertain income tax positions with no cumulative effect adjustment required. Income tax benefits would be recognized for income tax positions taken or expected to be taken in a tax return only when it is determined that the income tax position would more-than-likely-than-not be sustained upon examination by taxing authorities. The plan has analyzed tax positions taken for filings with the internal revenue service and the oklahoma tax commission. The plan believes that the positions taken on its income tax filing will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the plan's financial condition, or its results of operations. Accordingly, the plan has not recorded any reserves, or related accruals, for the interest and penalties for uncertain tax positions at june 30, 2020 and 2019. The plan is subject to routine audits by taxing jurisidictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to tax examinations for years prior to 2017.”

Raw XML Appendix306 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/ActivityOrMissionDesc0THE TRUST IS A SELF-INSURED WELFARE PLAN ESTABLISHED TO PROVIDE BENEFITS TO QUALIFYING UNION EMPLOYEES OF EMPOYERS THAT HAVE AGREED TO BE BOUND BY THE COLLECTIVE BARGAINING AGREEMENT.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS WOULD BE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WOULD MORE-THAN-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE OKLAHOMA TAX COMMISSION. THE PLAN BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX FILING WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE PLAN'S FINANCIAL CONDITION, OR ITS RESULTS OF OPERATIONS. ACCORDINGLY, THE PLAN HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS, FOR THE INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2020 AND 2019. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS SENT TO ALL TRUSTEES FOR REVIEW PRIOR TO SIGNING. THE SIGNING DIRECTORS/TRUSTEES REVIEW THE COMPLETED RETURN BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSACTIONS 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/ExplanationTxt2THE IMFORMATION IS PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE FROM THE PRIOR YEAR TO THE OVERSIGHT AND SELECTION PROCESS.
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06512429
IRS990/TotalAssetsEOYAmt07767196
IRS990/TotalAssetsGrp/BOYAmt06512429
IRS990/TotalAssetsGrp/EOYAmt07767196
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04788165
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt019
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06512429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07767177
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05890320
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0146184
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05890451
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06036635
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06512429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07767196
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04100 N WALNUT
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073105
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE A MCKENZIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04058484848
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLE HUGHART WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0736094616
ReturnHeader/Filer/PhoneNum04058484848
ReturnHeader/Filer/USAddress/AddressLine1Txt03717 NW 63RD STREET NO 100
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0730941849
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYAN LITTLE HALEY & KENT P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 2306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740052306
ReturnHeader/PreparerPersonGrp/PhoneNum09183361433
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THAD KENT
ReturnHeader/ReturnTs02021-03-19T16:59:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,767,196
Liabilities
$19
Net assets
$7,767,177
Revenue
$6,036,635
Expenses
$4,788,165
Net income
$1,248,470
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