Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
90th percentile
Higher debt load relative to revenue than 90% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$3,836,141
Up $221,673 (+6.1%) from 2013
Net Assets
Up$2,421,620
Up $144,357 (+6.3%) from 2013
Liabilities
Up$1,414,521
Up $77,316 (+5.8%) from 2013
Revenue
$3,208,103
No earlier filing loaded for comparison.
Expenses
Up$3,056,428
Up $221,298 (+7.8%) from 2013
Net Income
$151,675
No earlier filing loaded for comparison.
To provide health benefits to eligible participants and their dependents.
To provide health benefits to participants and their dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $1,961,526 | $2,660,511 | ▲ $698,985 |
| Savings and Temporary Cash Investments | $951,285 | $630,747 | ▼ $320,538 |
| Accounts Receivable | $351,721 | $381,799 | ▲ $30,078 |
| Cash and Non-Interest-Bearing Accounts | $349,936 | $163,084 | ▼ $186,852 |
| Total Assets | $3,614,468 | $3,836,141 | ▲ $221,673 |
| Liabilities | |||
| Other Liabilities | $1,195,281 | $1,253,209 | ▲ $57,928 |
| Accounts Payable and Accrued Expenses | $141,924 | $161,312 | ▲ $19,388 |
| Total Liabilities | $1,337,205 | $1,414,521 | ▲ $77,316 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,277,263 | $2,421,620 | ▲ $144,357 |
| Total Net Assets Fund Balance | $2,277,263 | $2,421,620 | ▲ $144,357 |
| Total Liabilities and Net Assets / Fund Balance | $3,614,468 | $3,836,141 | ▲ $221,673 |
| Name | Title |
|---|---|
| Walter Ashford | Chairman |
| Tom Lambert | Co-Chairman |
| Chris Kinder | Trustee |
| Dave Bennett | Trustee |
| Kenneth Beatty | Trustee |
| Michael Richards | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Zenith American Solutions | Administrative | - | $136,983 |
| Blue Cross Blue Shield | PPO/Access Fees | - | $131,250 |
| Line Item | Amount |
|---|---|
| Other Expenses | $439,092 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $2,617,336 | - | - | $2,617,336 |
| Fees for Services Other | - | $178,782 | - | $178,782 |
| Fees for Services Management | - | $126,770 | - | $126,770 |
| Fees for Services Legal | - | $36,040 | - | $36,040 |
| Fees for Services Accounting | - | $24,570 | - | $24,570 |
| Insurance | - | $14,238 | - | $14,238 |
| Office Expenses | - | $12,731 | - | $12,731 |
| Other Expenses | - | $3,616 | - | $3,616 |
| Conferences and Meetings | - | $418 | - | $418 |
| Total Functional Expenses | $2,617,336 | $439,092 | $0 | $3,056,428 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $3,056,428 |
| Expenses per Audited Statements | $2,998,499 |
| Total Expenses per Audited Statements | $2,998,499 |
| Expenses Not Reported on Financial Statements | $57,929 |
| Other Expense Adjustments | $57,929 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Hour Bank Liability | $813,209 |
| Claims Incurred but Not Reported | $440,000 |
“Form 990 was provided to the Trustees prior to filing.”
“During Board of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy.”
“The Form 990 is available for public inspection upon request.”
“Governing documents are available to the public upon request.”
“The Trust, established under the Plan to hold the Plan's assets, is qualified under Section 501(c)(9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Plan has obtained a favorable tax determination letter. The trust has been amended since receiving the determination letter. However, the Plan's administrator and tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Management has evaluated the Plan's tax positions and concluded that the Plan has maintained its tax exempt status and had taken no uncertain tax positions that would require financial statement adjustment or disclosure for the years ended November 30, 2014 and 2013. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for years preceding November 30, 2010.”
“Change in Hour Bank and IBNR liabilities 57,929.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 141924 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 161312 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 351721 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 381799 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To provide health benefits to participants and their dependents. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 2617336 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 2617336 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | Board of Trustees |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4056822323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 1300 South Meridian Street |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Oklahoma City |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | OK |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 73108 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 349936 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 163084 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 418 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 418 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 136983 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 131250 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 1300 S Meridian Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 1 | 225 North Michigan Ave |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | Oklahoma City |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 1 | Chicago |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | OK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 1 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 73108 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 1 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | Zenith American Solutions |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 1 | Blue Cross Blue Shield |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Administrative |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | PPO/Access Fees |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 2617336 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 70504 |
| IRS990/CYOtherExpensesAmt | 0 | 439092 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3137599 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 151675 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3056428 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3208103 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Benefits paid. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2268567 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 24570 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 24570 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 36040 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 36040 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 126770 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 126770 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 178782 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 178782 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Michael Richards |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Tom Lambert |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Chris Kinder |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Walter Ashford |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Dave Bennett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Kenneth Beatty |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Co-Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1964 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 50091 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1215313 |
| IRS990/GrossReceiptsAmt | 0 | 4373325 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 14238 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 14238 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 20413 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 20413 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1961526 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2660511 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OK |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1165222 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To provide health benefits to participants and their dependents. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2277263 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2421620 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 50091 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 50091 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -7318 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 12731 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 12731 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Transitional Reinsuranc |
| IRS990/OtherExpensesGrp/Desc | 1 | Misc. |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 41927 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 3616 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 41927 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3616 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1195281 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1253209 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Walter Ashford |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employers' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Reciprocity In |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Employees' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Reciprocity Out |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2964335 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 196916 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 129910 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | -153562 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2964335 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 196916 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 129910 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | -153562 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Insurance premiums. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 290840 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Change in hour bank liability and claims incurred but not reported. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 57929 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 2484071 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 52280 |
| IRS990/PYOtherExpensesAmt | 0 | 351059 |
| IRS990/PYOtherRevenueAmt | 0 | 59427 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2508652 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -214771 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 2835130 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 2620359 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 151675 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 951285 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 630747 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 57929 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2998499 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -7318 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 57929 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 813209 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 440000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Hour Bank Liability |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Claims Incurred but Not Reported |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -7318 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3208103 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Trust, established under the Plan to hold the Plan's assets, is qualified under Section 501(c)(9) of the Internal Revenue Code, and, accordingly, the Trust's net investment income is exempt from income taxes. The Plan has obtained a favorable tax determination letter. The trust has been amended since receiving the determination letter. However, the Plan's administrator and tax counsel believe that the trust is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Management has evaluated the Plan's tax positions and concluded that the Plan has maintained its tax exempt status and had taken no uncertain tax positions that would require financial statement adjustment or disclosure for the years ended November 30, 2014 and 2013. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for years preceding November 30, 2010. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Change in Hour Bank and IBNR liabilities 57,929. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3056428 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1253209 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3208103 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3200785 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2998499 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Form 990 was provided to the Trustees prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | During Board of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Form 990 is available for public inspection upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Governing documents are available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, line 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1 | 0 | Info not available for Sch R Part III & IV |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1 | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode | 0 | 73108 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1 | 0 | Info not available for Sch R Part III & IV |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1 | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCode | 0 | 73108 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1 | 0 | Oklahoma Iron Workers Direct Contribution Plan |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 736278639 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 403(b) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | OK |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | The Plan provides pension benefits. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1 | 0 | 1300 S Meridian STE 200 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City | 0 | Oklahoma City |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State | 0 | OK |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode | 0 | 73108 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 2539 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | Cost |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1 | 0 | Oklahoma Iron Workers Direct Contribution Plan |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | Q |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 3614468 |
| IRS990/TotalAssetsEOYAmt | 0 | 3836141 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 3614468 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3836141 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 439092 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 2617336 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3056428 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1337205 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1414521 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1337205 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1414521 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2277263 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2421620 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 2617336 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3137599 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 20413 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3187690 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3208103 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 3614468 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3836141 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 2277263 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 2421620 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 1300 South Meridian Street |
| IRS990/USAddress/City | 0 | Oklahoma City |
| IRS990/USAddress/State | 0 | OK |
| IRS990/USAddress/ZIPCode | 0 | 73108 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Walter Ashford |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4056822323 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-07-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Mid-South Iron Workers Welfare Plan |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MID- |
| ReturnHeader/Filer/EIN | 0 | 736104291 |
| ReturnHeader/Filer/PhoneNum | 0 | 4056822323 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1300 South Meridian Street |
| ReturnHeader/Filer/USAddress/City | 0 | Oklahoma City |
| ReturnHeader/Filer/USAddress/State | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 73108 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 510435869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Needles & Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 350 Interlocken Blvd STE 360 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Broomfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 80021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3034304225 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-07-06 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.