Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
53rd percentile
Higher top officer pay than 53% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Assets
Up$4,239,615
Up $403,474 (+11%) from 2014
Net Assets
Up$2,530,709
Up $109,089 (+4.5%) from 2014
Liabilities
Up$1,708,906
Up $294,385 (+21%) from 2014
Revenue
Up$3,641,665
Up $433,562 (+14%) from 2014
Expenses
Up$3,567,744
Up $511,316 (+17%) from 2014
Net Income
Down$73,921
Down $77,754 (-51%) from 2014
To provide health benefits to eligible participants and their dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,660,511 | $2,710,626 | ▲ $50,115 |
| Accounts Receivable | $381,799 | $604,598 | ▲ $222,799 |
| Savings and Temporary Cash Investments | $630,747 | $521,969 | ▼ $108,778 |
| Cash and Non-Interest-Bearing Accounts | $163,084 | $402,422 | ▲ $239,338 |
| Total Assets | $3,836,141 | $4,239,615 | ▲ $403,474 |
| Liabilities | |||
| Other Liabilities | $1,253,209 | $1,553,367 | ▲ $300,158 |
| Accounts Payable and Accrued Expenses | $161,312 | $155,539 | ▼ $5,773 |
| Total Liabilities | $1,414,521 | $1,708,906 | ▲ $294,385 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,421,620 | $2,530,709 | ▲ $109,089 |
| Total Net Assets Fund Balance | $2,421,620 | $2,530,709 | ▲ $109,089 |
| Total Liabilities and Net Assets / Fund Balance | $3,836,141 | $4,239,615 | ▲ $403,474 |
| Name | Title |
|---|---|
| Walter Ashford | Chairman |
| Chris Kinder | Co-Chairman |
| Dave Bennett | Trustee |
| Michael Richards | Trustee |
| Tiffany Mythen | Trustee |
| Willie Wright | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Blue Shield | PPO/Access Fees | 225 North Michigan Ave, Chicago, IL 60601 | $128,760 |
| Zenith American Solutions | Administrative | 1300 S Meridian Street, Oklahoma City, OK 73108 | $116,993 |
| Line Item | Amount |
|---|---|
| Other Expenses | $411,801 |
| 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 | - | - | - | $3,155,943 |
| Fees for Services Other | - | - | - | $187,558 |
| Fees for Services Management | - | - | - | $117,088 |
| Fees for Services Legal | - | - | - | $26,555 |
| Fees for Services Accounting | - | - | - | $25,734 |
| Office Expenses | - | - | - | $11,980 |
| Insurance | - | - | - | $10,177 |
| Conferences and Meetings | - | - | - | $540 |
| Other Expenses | - | - | - | $43 |
| Total Functional Expenses | $0 | $0 | $0 | $3,567,744 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $3,567,744 |
| Expenses per Audited Statements | $3,267,586 |
| Total Expenses per Audited Statements | $3,267,586 |
| Expenses Not Reported on Financial Statements | $300,158 |
| Other Expense Adjustments | $300,158 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Hour Bank Liability | $873,367 |
| Claims Incurred but Not Reported | $680,000 |
“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 Internal Revenue Service has determined that the Plan is exempt from federal income tax under Internal Revenue Code Section 501(c)(9). The Trust established to hold the Plan's assets obtained its original determination letter, in which the Internal Revenue Service stated that the trust, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code. 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, 2015 and 2014. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for years preceding November 30, 2011.”
“Change in Hour Bank and IBNR liabilities 300,158.”
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 | 161312 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 155539 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 381799 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 604598 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To provide health benefits to eligible participants and their dependents. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3155943 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Board of Trustees |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4056822323 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1300 South Meridian Street |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Oklahoma City |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 73108 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 163084 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 402422 |
| 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/TotalAmt | 0 | 540 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 128760 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 116993 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 225 North Michigan Ave |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1300 S Meridian Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Chicago |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Oklahoma City |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | OK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 73108 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Blue Cross Blue Shield |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | Zenith American Solutions |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PPO/Access Fees |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Administrative |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3155943 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 18855 |
| IRS990/CYOtherExpensesAmt | 0 | 411801 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3622810 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 73921 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3567744 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3641665 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | To provide health benefits to eligible participants and their dependents. |
| 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/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 25734 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 26555 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 117088 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 187558 |
| 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 | Chris Kinder |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Tiffany Mythen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Walter Ashford |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Dave Bennett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Willie Wright |
| 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/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 3641665 |
| 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/TotalAmt | 0 | 10177 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 18855 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 18855 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2660511 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2710626 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OK |
| 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 eligible participants and their dependents. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2421620 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2530709 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 35168 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 11980 |
| 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/TotalAmt | 0 | 32126 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 43 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1253209 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1553367 |
| 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' Contributio |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Reciprocity In |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Employees' Contributio |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Reciprocity Out |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3428565 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 238844 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 134840 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | -179439 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3428565 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 238844 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 134840 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | -179439 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 2617336 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 70504 |
| IRS990/PYOtherExpensesAmt | 0 | 439092 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3137599 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 151675 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 3056428 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3208103 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 73921 |
| 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 | 630747 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 521969 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 300158 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3267586 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 35168 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 300158 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 873367 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 680000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Hour Bank Liability |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Claims Incurred but Not Reported |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 35168 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3641665 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Internal Revenue Service has determined that the Plan is exempt from federal income tax under Internal Revenue Code Section 501(c)(9). The Trust established to hold the Plan's assets obtained its original determination letter, in which the Internal Revenue Service stated that the trust, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code. 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, 2015 and 2014. With few exceptions, the Plan is no longer subject to income tax examinations by tax authorities for years preceding November 30, 2011. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Change in Hour Bank and IBNR liabilities 300,158. |
| 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 | 3567744 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1553367 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3641665 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3676833 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 3267586 |
| 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/BusinessNameLine1Txt | 0 | Contact fund administrator for info needed for Sch R Part III & IV |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 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/BusinessNameLine1Txt | 0 | Contact fund administrator for info needed for Sch R Part III & IV |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd | 0 | 73108 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 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/AddressLine1Txt | 0 | 1300 S Meridian STE 200 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Oklahoma City |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 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 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| 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 | 3836141 |
| IRS990/TotalAssetsEOYAmt | 0 | 4239615 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 3836141 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4239615 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3567744 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1414521 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1708906 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1414521 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1708906 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2421620 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2530709 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3622810 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 18855 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3622810 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3641665 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 3836141 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4239615 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 2421620 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 2530709 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1300 S Meridian No 125 |
| IRS990/USAddress/CityNm | 0 | Oklahoma City |
| IRS990/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/USAddress/ZIPCd | 0 | 73108 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Walter Ashford |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4056822323 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-06-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Mid-South Iron Workers Welfare Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MID- |
| ReturnHeader/Filer/EIN | 0 | 736104291 |
| ReturnHeader/Filer/PhoneNum | 0 | 4056822323 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1300 S Meridian No 125 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oklahoma City |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 73108 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 510435869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Needles & Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 350 Interlocken Blvd STE 360 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Broomfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3034304225 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-07-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kurt Needles |
| ReturnHeader/ReturnTs | 0 | 2016-07-14T11:00:09-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-11-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.