Civic Intelligence

Pchb&G Veba Trust

990 • Fiscal year 2020 • EIN 73-6312675

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

Organization Profile
PO Box 26350Oklahoma City, OK 73126-0350

(405) 235-1611

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-1.6%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

8th percentile

-31%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

57%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$46,809

Down $20,951 (-31%) from 2019

Net Assets

Down

$46,809

Down $20,951 (-31%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin31st percentile

Revenue

Up

$1,307,470

Up $473,470 (+57%) from 2019

Expenses

Up

$1,328,421

Up $541,239 (+69%) from 2019

Net Income

Down

-$20,951

Down $67,769 (-145%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $12,464Liabilities 2010: $0Net Assets 2010: $12,4642010Assets 2011: $3,406Liabilities 2011: $0Net Assets 2011: $3,4062011Assets 2012: $762Liabilities 2012: $0Net Assets 2012: $7622012Assets 2013: $9,417Liabilities 2013: $0Net Assets 2013: $9,4172013Assets 2014: $20,010Liabilities 2014: $0Net Assets 2014: $20,0102014Assets 2015: $19,693Liabilities 2015: $0Net Assets 2015: $19,6932015Assets 2016: $22,123Liabilities 2016: $0Net Assets 2016: $22,1232016Assets 2017: $18,707Liabilities 2017: $0Net Assets 2017: $18,7072017Assets 2018: $20,942Liabilities 2018: $0Net Assets 2018: $20,9422018Assets 2019: $67,760Liabilities 2019: $0Net Assets 2019: $67,7602019Assets 2020: $46,809Liabilities 2020: $0Net Assets 2020: $46,8092020Assets 2021: $21,848Liabilities 2021: $0Net Assets 2021: $21,8482021Assets 2022: $21,992Liabilities 2022: $0Net Assets 2022: $21,9922022Assets 2023: $54,965Liabilities 2023: $0Net Assets 2023: $54,9652023Assets 2024: $1,195,697Liabilities 2024: $0Net Assets 2024: $1,195,6972024

Highlighted filing

2020

Assets$46,809
Liabilities$0
Net Assets$46,809
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $555,4372010Expenses 2011: $589,5132011Expenses 2012: $1,331,8802012Revenue 2013: $1,153,249Expenses 2013: $1,144,594Net Income 2013: $8,6552013Revenue 2014: $851,462Expenses 2014: $840,869Net Income 2014: $10,5932014Revenue 2015: $1,033,492Expenses 2015: $1,033,809Net Income 2015: -$3172015Revenue 2016: $775,369Expenses 2016: $772,939Net Income 2016: $2,4302016Revenue 2017: $1,089,442Expenses 2017: $1,092,858Net Income 2017: -$3,4162017Revenue 2018: $859,910Expenses 2018: $857,675Net Income 2018: $2,2352018Revenue 2019: $834,000Expenses 2019: $787,182Net Income 2019: $46,8182019Revenue 2020: $1,307,470Expenses 2020: $1,328,421Net Income 2020: -$20,9512020Revenue 2021: $911,551Expenses 2021: $936,512Net Income 2021: -$24,9612021Revenue 2022: $1,385,771Expenses 2022: $1,385,627Net Income 2022: $1442022Revenue 2023: $1,092,945Expenses 2023: $1,059,972Net Income 2023: $32,9732023Revenue 2024: $2,333,777Expenses 2024: $1,193,045Net Income 2024: $1,140,7322024

Highlighted filing

2020

Revenue$1,307,470
Expenses$1,328,421
Net Income-$20,951
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Gross Receipts
$1,307,470
Mission and Program Overview

Mission

To provide medical and dental insurance

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$67,760$46,809▼ $20,951
Rtn Earn Endowment Incm Other Fnds$67,760$46,809▼ $20,951
Total Assets$67,760$46,809▼ $20,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,760$46,809▼ $20,951
Total Liabilities and Net Assets / Fund Balance$67,760$46,809▼ $20,951
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Gerald P GreenTrustee
J Roger HurtTrustee
Russell L HendricksonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,307,470
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-20,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,511
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$1,033,910--$1,033,910
Other Expenses$2,765--$2,765
Total Functional Expenses$1,328,421$0$0$1,328,421
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Gerald p. Green russell hendrickson trustee trustee law firm business partners j. Roger hurt trustee law firm business partners”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Pchbg Veba Trust
EIN
73-6312675
Phone
4052351611
Address
PO BOX 26350, OKLAHOMA CITY, OK 73126-0350

Signing Officer

Name
Gerald P Green
Title
Trustee
Phone
4052351611
Signed
2021-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald P Green
Formed
1998
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Jeff Huston CPA
Address
1140 CAMELOT DRIVE, YUKON, OK 73099-3327
Preparer
Jeff Huston
Phone
4054145609
Raw XML Appendix261 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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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$46,809
Liabilities
$0
Net assets
$46,809
Revenue
$1,307,470
Expenses
$1,328,421
Net income
-$20,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.33$1.19$1.14
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.09$1.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.39$1.39$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.91$0.94$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.31$1.33$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.83$0.79$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.86$0.86$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.09$1.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.78$0.77$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.03$1.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.85$0.84$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.15$1.14$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.56