Civic Intelligence

Sheet Metal Workers Vacation Fund

990 • Fiscal year 2018 • EIN 73-6101985

Jun 01, 2017 to May 31, 2018 • Filed on Sep 27, 2018

Organization ProfileNA

View Organization Page

3800 N W 36th StreetOklahoma City, OK 73112

(405) 232-1453

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

43rd percentile

0.1%

Higher net margin than 43% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$123,711

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$882,723

Up $107,695 (+14%) from 2017

Net Assets

Up

$917

Up $917 from 2017

Liabilities

Up

$881,806

Up $106,778 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin43rd percentile

Revenue

Up

$1,688,589

Up $18,876 (+1.1%) from 2017

Expenses

Up

$1,687,672

Up $16,429 (+1.0%) from 2017

Net Income

Up

$917

Up $2,447 (+160%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,146,055Liabilities 2012: $1,134,243Net Assets 2012: $11,8122012Assets 2013: $257,118Liabilities 2013: $247,239Net Assets 2013: $9,8792013Assets 2014: $213,975Liabilities 2014: $204,144Net Assets 2014: $9,8312014Assets 2015: $237,880Liabilities 2015: $227,329Net Assets 2015: $10,5512015Assets 2016: $887,864Liabilities 2016: $886,334Net Assets 2016: $1,5302016Assets 2017: $775,028Liabilities 2017: $775,028Net Assets 2017: $02017Assets 2018: $882,723Liabilities 2018: $881,806Net Assets 2018: $9172018Assets 2019: $236,238Liabilities 2019: $233,445Net Assets 2019: $2,7932019Assets 2020: $955,862Liabilities 2020: $949,676Net Assets 2020: $6,1862020Assets 2021: $766,664Liabilities 2021: $758,149Net Assets 2021: $8,5152021Assets 2022: $849,954Liabilities 2022: $839,903Net Assets 2022: $10,0512022Assets 2023: $978,877Liabilities 2023: $959,557Net Assets 2023: $19,3202023Assets 2024: $325,201Liabilities 2024: $290,062Net Assets 2024: $35,1392024Assets 2025: $303,953Liabilities 2025: $256,235Net Assets 2025: $47,7182025

Highlighted filing

2018

Assets$882,723
Liabilities$881,806
Net Assets$917
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $2,390,4502012Revenue 2013: $1,945,805Expenses 2013: $1,947,738Net Income 2013: -$1,9332013Revenue 2014: $1,698,061Expenses 2014: $1,698,109Net Income 2014: -$482014Revenue 2015: $1,689,018Expenses 2015: $1,688,298Net Income 2015: $7202015Revenue 2016: $1,826,211Expenses 2016: $1,835,232Net Income 2016: -$9,0212016Revenue 2017: $1,669,713Expenses 2017: $1,671,243Net Income 2017: -$1,5302017Revenue 2018: $1,688,589Expenses 2018: $1,687,672Net Income 2018: $9172018Revenue 2019: $1,806,033Expenses 2019: $1,804,157Net Income 2019: $1,8762019Revenue 2020: $1,894,597Expenses 2020: $1,891,204Net Income 2020: $3,3932020Revenue 2021: $1,533,762Expenses 2021: $1,531,433Net Income 2021: $2,3292021Revenue 2022: $1,637,734Expenses 2022: $1,636,198Net Income 2022: $1,5362022Revenue 2023: $1,870,569Expenses 2023: $1,861,300Net Income 2023: $9,2692023Revenue 2024: $2,076,817Expenses 2024: $2,060,998Net Income 2024: $15,8192024Revenue 2025: $2,211,299Expenses 2025: $2,198,720Net Income 2025: $12,5792025

Highlighted filing

2018

Revenue$1,688,589
Expenses$1,687,672
Net Income$917
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Sep 27, 2018
Return Version
2017v2.3
Gross Receipts
$1,688,589
Mission and Program Overview

Mission

Administration of vacation benefits specified as exempt under 512(a)(3)(b).

Adminstration of vacation benefits specified as exempt under 512(a)(3)(b)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$641,667$728,884▲ $87,217
Accounts Receivable$122,967$147,329▲ $24,362
Savings and Temporary Cash Investments$3,032$6,510▲ $3,478
Rtn Earn Endowment Incm Other Fnds$0$917▲ $917
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$775,028$882,723▲ $107,695
Other Assets Total$7,362$0▼ $7,362
Liabilities
Accounts Payable and Accrued Expenses$775,028$881,806▲ $106,778
Total Liabilities$775,028$881,806▲ $106,778
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$917▲ $917
Total Liabilities and Net Assets / Fund Balance$775,028$882,723▲ $107,695
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
Jerry G HovarterTrustee$123,711$123,711
Trent LondonTrustee$89,518$89,518

Board Members and Trustees

NameTitle
Robert E DemechkoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,687,776
Investment Income
$813
Other Revenue
$0
Change in Net Assets
$917

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,688,589
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,688,589
Total Revenue per Form 990
$1,688,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,390
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---$1,686,282
Office Expenses---$1,390
Total Functional Expenses$0$0$0$1,687,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,687,672
Total Expenses per Audited Statements$1,687,672
Total Expenses per Form 990$1,687,672
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“All members of the organization are allowed to vote for members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“All significant decisions made by the governing body are subject to review by the full body of union members at monthly meetings.”

Form 990, Part VI, Section B, Line 11B

“The financial secretary/business manager, a member of the governing body, is responsible for all compliance reporting and reviews form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The 990 is posted on guidestar.com by the irs to which the public has access. The form 990 is available for inspection upon on request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Vacation Fund
EIN
73-6101985
Phone
4052321453
Address
3800 N W 36TH STREET, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Jerry G Hovarter
Title
Trustee
Phone
4052321453
Signed
2018-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry G Hovarter
Formed
1967
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5100 N BROOKLINE SUITE 1000, OKLAHOMA CITY, OK 73112-3627
Preparer
Edward W Granger
Phone
4052721040
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Item 2C

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”

Raw XML Appendix367 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/ExplanationTxt0ALL MEMBERS OF THE ORGANIZATION ARE ALLOWED TO VOTE FOR MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SIGNIFICANT DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO REVIEW BY THE FULL BODY OF UNION MEMBERS AT MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL SECRETARY/BUSINESS MANAGER, A MEMBER OF THE GOVERNING BODY, IS RESPONSIBLE FOR ALL COMPLIANCE REPORTING AND REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS POSTED ON GUIDESTAR.COM BY THE IRS TO WHICH THE PUBLIC HAS ACCESS. THE FORM 990 IS AVAILABLE FOR INSPECTION UPON ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, ITEM 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUSTEE GROUP IN ACCORDANCE WITH UNION CONTRACT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1TRUSTEE GROUP IN ACCORDANCE WITH UNION CONTRACT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3PENSION TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4PENSION TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5FRINGE BENEFIT TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS JOINT APPRENTICESHIP TRAINING COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS INT'L ASSOCIATION LOCAL #124
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS NATIONAL PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SHEET METAL WORKERS LOCAL #124 SUPPLEMENTAL PENSION FUND (2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SHEET METAL WORKERS LOCAL #124 PENSION FUND (1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5LYLE HUGHART WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730765383
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1730444862
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2DC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRUST FORMED BY UNION CONTRACT BETWEEN THE UNION AND CONTRACTOR FOR TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION REPRESENTATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5ACCIDENT & HEALTH BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03909 WILLOW SPRINGS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt33800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt43800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt53800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd173112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd273112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd373112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd473112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd573112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0775028
IRS990/TotalAssetsEOYAmt0882723
IRS990/TotalAssetsGrp/BOYAmt0775028
IRS990/TotalAssetsGrp/EOYAmt0882723
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01687672
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0775028
IRS990/TotalLiabilitiesEOYAmt0881806
IRS990/TotalLiabilitiesGrp/BOYAmt0775028
IRS990/TotalLiabilitiesGrp/EOYAmt0881806
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0917
IRS990/TotalOtherCompensationAmt061231
IRS990/TotalProgramServiceExpensesAmt01686282
IRS990/TotalProgramServiceRevenueAmt01687776
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01688589
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01688589
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0775028
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0882723
IRS990/TotReportableCompRltdOrgAmt0151998
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03800 N W 36TH STREET
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073112
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY G HOVARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04052321453
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0736101985
ReturnHeader/Filer/PhoneNum04052321453
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 N W 36TH STREET
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073112
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId079E7B076F634B04BB2529A8D37888149E92C0FE5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C007D276D3C3AB2708B324AAD63C72E9FA94FB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.98.162
ReturnHeader/FilingSecurityInformation/IPDt02018-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:38:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731123627
ReturnHeader/PreparerPersonGrp/PhoneNum04052721040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD W GRANGER
ReturnHeader/ReturnTs02018-10-04T15:51:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$882,723
Liabilities
$881,806
Net assets
$917
Revenue
$1,688,589
Expenses
$1,687,672
Net income
$917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.26$0.05$2.21$2.20$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.29$0.04$2.08$2.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.96$0.02$1.87$1.86$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.84$0.01$1.64$1.64$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.76$0.01$1.53$1.53$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.95$0.01$1.89$1.89$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.23$0.00$1.81$1.80$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.00$1.69$1.69$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$0.00$1.67$1.67$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.00$1.83$1.84$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.23$0.01$1.69$1.69$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.20$0.01$1.70$1.70$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.25$0.01$1.95$1.95$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.13$0.01$2.39