Civic Intelligence

Cn Enterprises Health Plan Trust

990 • Fiscal year 2018 • EIN 81-4972795

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

1921 Cradduck Rd Suite 200Ada, OK 74820

(580) 559-0886

Siviq Scores

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

Liabilities / Assets

75th percentile

0.22x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

51st percentile

4.0%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

96th percentile

52%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-9.8%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,623,693

Up $900,727 (+52%) from 2017

Net Assets

Up

$2,043,040

Up $928,083 (+83%) from 2017

Liabilities

Down

$580,653

Down $27,356 (-4.5%) from 2017

Revenue

Down

$16,053,739

Down $1,750,689 (-9.8%) from 2017

Expenses

Down

$15,414,183

Down $1,275,288 (-7.6%) from 2017

Net Income

Down

$639,556

Down $475,401 (-43%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2017: $1,722,966Liabilities 2017: $608,009Net Assets 2017: $1,114,9572017Assets 2018: $2,623,693Liabilities 2018: $580,653Net Assets 2018: $2,043,0402018Assets 2019: $3,897,285Liabilities 2019: $783,340Net Assets 2019: $3,113,9452019Assets 2020: $1,812,935Liabilities 2020: $538,035Net Assets 2020: $1,274,9002020Assets 2021: $2,643,128Liabilities 2021: $1,681,399Net Assets 2021: $961,7292021Assets 2022: $948,225Liabilities 2022: $634,196Net Assets 2022: $314,0292022Assets 2023: $4,732,139Liabilities 2023: $368,930Net Assets 2023: $4,363,2092023Assets 2024: $5,475,382Liabilities 2024: $190,287Net Assets 2024: $5,285,0952024

Highlighted filing

2018

Assets$2,623,693
Liabilities$580,653
Net Assets$2,043,040

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2017: $17,804,428Expenses 2017: $16,689,471Net Income 2017: $1,114,9572017Revenue 2018: $16,053,739Expenses 2018: $15,414,183Net Income 2018: $639,5562018Revenue 2019: $14,944,554Expenses 2019: $13,873,649Net Income 2019: $1,070,9052019Revenue 2020: $14,583,857Expenses 2020: $16,422,902Net Income 2020: -$1,839,0452020Revenue 2021: $14,907,101Expenses 2021: $15,220,272Net Income 2021: -$313,1712021Revenue 2022: $18,623,624Expenses 2022: $19,271,324Net Income 2022: -$647,7002022Revenue 2023: $23,468,975Expenses 2023: $19,419,795Net Income 2023: $4,049,1802023Revenue 2024: $21,166,821Expenses 2024: $20,244,935Net Income 2024: $921,8862024

Highlighted filing

2018

Revenue$16,053,739
Expenses$15,414,183
Net Income$639,556
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$16,053,739
Mission and Program Overview

Mission

To assist employers of the trust in providing health and welfare benefits to eligible employees and dependents, and to serve to help make healthcare sustainable for members of the trust.

To provide health and welfare benefits to employers of the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,722,966$2,454,773▲ $731,807
Accounts Receivable$0$168,920▲ $168,920
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,722,966$2,623,693▲ $900,727
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$608,009$580,653▼ $27,356
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$608,009$580,653▼ $27,356
Net Assets / Fund Balance
Unrestricted Net Assets$1,114,957$2,043,040▲ $928,083
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,114,957$2,043,040▲ $928,083
Total Liabilities and Net Assets / Fund Balance$1,722,966$2,623,693▲ $900,727
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathy PetitoTrustee
Kyle PewittTrustee
Maria CanagaTrustee
Tiffany FryeTrustee
Todd KeeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,026,312
Investment Income
$27,427
Other Revenue
$0
Change in Net Assets
$639,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,053,739
Total Revenue per Audited Statements
$16,053,739
Total Revenue per Form 990
$16,053,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$966,168
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---$14,448,015
Other Expenses---$929,652
Fees for Services Accounting---$36,400
Office Expenses---$116
Total Functional Expenses$0$0$0$15,414,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,414,183
Total Expenses per Audited Statements$15,414,183
Total Expenses per Form 990$15,414,183
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization engages an outside accounting firm to prepare the form 990. Once prepared, a draft of the return is sent to trustees and employer advocates to review before being filed.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires (a) each trustee to annually sign a statement acknowledging the conflict of interest policy, stating they understand and will comply with the policy, and they understand the plan/trust are for the exclusive benefit of participants and beneficiaries; and (b) periodic reviews to determine compensation arrangements with service providers, if any, are reasonable and arm length. If compensation arrangements and/or contracts exist, the trustees will analyze and document that they comply with the conflict of interest policy, e.g., compensation is reasonable, arrangements do not constitute prohibited transactions, and arrangements are for the exclusive benefit of participants. The trustees will review and document this in the trustee minutes annually. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the trustee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining trustees shall decide if a conflict of interest exists. If a conflict of interest exists, it will be addressed at the trustee meeting. An interested person may make a presentation at the meeting and leave during the discussion of, and the vote on, the transaction or arrangement involving the conflict of interest. If the trustees have reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, the interested party will have an opportunity to explain the alleged failure to disclose. The trustees shall determine whether the member has failed to disclose a conflict of interest, appropriate disciplinary or corrective action will be taken.

Form 990, Part VI, Section C, Line 19

Any documents subject to open record requirements are made available upon request.

Filing and Contact Details

Filer

Filer Name
CN Enterprises Health Plan Trust
EIN
81-4972795
In Care Of
% CASEY MORGAN
Phone
5805590886
Address
1921 Cradduck Rd Suite 200, Ada, OK 74820

Signing Officer

Name
Casey Morgan
Title
Trust Administrator
Phone
5802352769
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Casey Morgan
Formed
2017
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Bkd Llp
Address
6120 S Yale 1400, Tulsa, OK 74136-4223
Preparer
Shawn M Loader
Phone
9185842900
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

The Trust received an exemption letter from the Internal Revenue Service dated May 25, 2018, stating that the Trust, as then designed, was tax-exempt under the provisions of Section 501(c)9 of the Internal Revenue Code. However, as a result of the Trusts funding policy, from time to time the Trust may be subject to income taxes. No federal or state income taxes have been recorded in the accompanying financial statements. The trust administrator believes the Trust is currently being operated in compliance with the applicable requirements of the Internal Revenue Code.

Raw XML AppendixShowing 400 of 423 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0608009
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0580653
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt0168920
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYERS OF THE TRUST.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt014448015
IRS990/BooksInCareOfDetail/PersonNm0CASEY MORGAN
IRS990/BooksInCareOfDetail/PhoneNum05802727496
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01921 CRADDUCK ROAD SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ADA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074820
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt014448015
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027427
IRS990/CYOtherExpensesAmt0966168
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt016026312
IRS990/CYRevenuesLessExpensesAmt0639556
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt015414183
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016053739
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE PROGRAM ACCOMPLISHED PROVIDING HEALTH AND WELFARE BENEFITS TO EACH EMPLOYER'S ELIGIBLE EMPLOYEES AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt036400
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0TIFFANY FRYE
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY PETITO
IRS990/Form990PartVIISectionAGrp/PersonNm2KYLE PEWITT
IRS990/Form990PartVIISectionAGrp/PersonNm3TODD KEE
IRS990/Form990PartVIISectionAGrp/PersonNm4MARIA CANAGA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016053739
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt027427
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027427
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST EMPLOYERS OF THE TRUST IN PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS, AND TO SERVE TO HELP MAKE HEALTHCARE SUSTAINABLE FOR MEMBERS OF THE TRUST.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01114957
IRS990/NetAssetsOrFundBalancesEOYAmt02043040
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0116
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0929652
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CASEY MORGAN
IRS990/PriorPeriodAdjustmentsAmt0288527
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Medical Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016026312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016026312
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt016004083
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07496
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0685388
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017796932
IRS990/PYRevenuesLessExpensesAmt01114957
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016689471
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017804428
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0639556
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01722966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02454773
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt015414183
IRS990ScheduleD/RevenueSubtotalAmt016053739
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trust received an exemption letter from the Internal Revenue Service dated May 25, 2018, stating that the Trust, as then designed, was tax-exempt under the provisions of Section 501(c)9 of the Internal Revenue Code. However, as a result of the Trusts funding policy, from time to time the Trust may be subject to income taxes. No federal or state income taxes have been recorded in the accompanying financial statements. The trust administrator believes the Trust is currently being operated in compliance with the applicable requirements of the Internal Revenue Code.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt015414183
IRS990ScheduleD/TotalRevenuePerForm990Amt016053739
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016053739
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015414183
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE FORM 990. ONCE PREPARED, A DRAFT OF THE RETURN IS SENT TO TRUSTEES AND EMPLOYER ADVOCATES TO REVIEW BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY REQUIRES (A) EACH TRUSTEE TO ANNUALLY SIGN A STATEMENT ACKNOWLEDGING THE CONFLICT OF INTEREST POLICY, STATING THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY, AND THEY UNDERSTAND THE PLAN/TRUST ARE FOR THE EXCLUSIVE BENEFIT OF PARTICIPANTS AND BENEFICIARIES; AND (B) PERIODIC REVIEWS TO DETERMINE COMPENSATION ARRANGEMENTS WITH SERVICE PROVIDERS, IF ANY, ARE REASONABLE AND ARM LENGTH. IF COMPENSATION ARRANGEMENTS AND/OR CONTRACTS EXIST, THE TRUSTEES WILL ANALYZE AND DOCUMENT THAT THEY COMPLY WITH THE CONFLICT OF INTEREST POLICY, E.G., COMPENSATION IS REASONABLE, ARRANGEMENTS DO NOT CONSTITUTE PROHIBITED TRANSACTIONS, AND ARRANGEMENTS ARE FOR THE EXCLUSIVE BENEFIT OF PARTICIPANTS. THE TRUSTEES WILL REVIEW AND DOCUMENT THIS IN THE TRUSTEE MINUTES ANNUALLY. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE TRUSTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, IT WILL BE ADDRESSED AT THE TRUSTEE MEETING. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING AND LEAVE DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF THE TRUSTEES HAVE REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE INTERESTED PARTY WILL HAVE AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. THE TRUSTEES SHALL DETERMINE WHETHER THE MEMBER HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION WILL BE TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DOCUMENTS SUBJECT TO OPEN RECORD REQUIREMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2GGS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5CHICKASAW NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOLARA SURGICAL PARTNERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FIRST MED URGENT CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2GLOBAL GAMING RP LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3GLOBAL GAMING SOLUTIONS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CHICKASAW NATION INDUSTRIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5SOVEREIGN OILFIELD SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0261444769
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1731282086
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2270900699
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3321206508
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4731543162
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5461270693
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTR. EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTR. EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CONTR. EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CONTR. EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4CONTR. EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5CONTR. EMPLYR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02325 DEAN WAY 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11221 N KELLY AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2ONE REMINGTON PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31921 CRADDUCK ROAD SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt42600 JOHN SAXON BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt52020 Lonnie Abbott Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SOUTHLAKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1EDMOND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OKC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4NORMAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5Ada
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd076092
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd173003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd273111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd374820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd473071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd574820
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01722966
IRS990/TotalAssetsEOYAmt02623693
IRS990/TotalAssetsGrp/BOYAmt01722966
IRS990/TotalAssetsGrp/EOYAmt02623693
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015414183
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0608009
IRS990/TotalLiabilitiesEOYAmt0580653
IRS990/TotalLiabilitiesGrp/BOYAmt0608009
IRS990/TotalLiabilitiesGrp/EOYAmt0580653
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01114957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02043040
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt016026312
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027427
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016026312
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016053739
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01722966
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02623693
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01114957
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02043040
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01921 CRADDUCK ROAD SUITE 200
IRS990/USAddress/CityNm0ADA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074820
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASEY MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05802352769
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CN Enterprises Health Plan Trust
ReturnHeader/Filer/BusinessNameControlTxt0CNEN
ReturnHeader/Filer/EIN0814972795
ReturnHeader/Filer/InCareOfNm0% CASEY MORGAN
ReturnHeader/Filer/PhoneNum05805590886

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings