Ocu Retirment Health Savings Benefits Veba Trust, Ocu Retirement Health Savings Plan in Oklahoma City, Oklahoma (OK)
Table of contents:
| Ocu Retirment Health Savings Benefits Veba Trust, Ocu Retirement Health Savings Plan | |
| Employer Identification Number (EIN) | 271141647 |
| Name of Organization | Ocu Retirment Health Savings Benefits Veba Trust |
| Secondary Name | Ocu Retirement Health Savings Plan |
| In Care of Name | Donna S Nance |
| Address | 2501 N Blackwelder Ave, Oklahoma City, OK 73106-1402 |
| Subsection | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Ruling Date | 10/2014 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $406,226 |
| Amount of Income | $193,032 |
| Form 990 Revenue Amount | $193,032 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government) |
Non-representatives - add comments:
Amount of income in 2013: $193,032 (it was $194,160 in 2012)
| This organization: | $193,032 |
| Other organizations performing similar types of work: | $1,245,981 |
Assets in 2013: $406,226 (it was $278,162 in 2012)
| This organization: | $406,226 |
| Other organizations performing similar types of work: | $1,083,450 |
Expenses in 2013: $81,188
| Ocu Retirment Health Savings Benefits Veba Trust, Ocu Retirement Health Savings Plan: | $81,188 |
| Other organizations performing similar types of work: | $729,445 |
Income to expenses ratio in 2013: 2.4
| This organization: | 2.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2013: 91.2%
| This organization: | 91.2% |
| Other organizations performing similar types of work: | 0.0% |
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||
| 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|
| Total revenue | $52,929 | $157,326 | $194,160 | $193,032 |
| Contributions, gifts, grants, and similar amounts received | $51,150 | $154,650 | $187,000 | $176,000 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 | $0 |
| Investment income | $1,779 | $2,666 | $7,160 | $17,032 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $10 | $0 | $0 |
| Total expenses | $2,523 | $40,166 | $92,466 | $81,188 |
| Total net assets | $52,495 | $164,569 | $278,162 | $406,226 |
| Excess/Deficit for the year | $50,406 | $117,160 | $101,694 | $111,844 |
| Net assets or fund balances at beginning of year | $0 | $52,495 | $164,569 | $278,162 |
| Other changes in net assets or fund balances | $2,089 | $-5,086 | $11,899 | $16,220 |
| Net assets or fund balances at end of year | $52,495 | $164,569 | $278,162 | $406,226 |
| Balance Sheets | ||||
| 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|
| Total assets | $52,495 | $164,569 | $278,162 | $406,226 |
| Total liabilities | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $52,495 | $164,569 | $278,162 | $406,226 |
| Other Information | ||||
| 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | No | No |
| Were any significant changes made to the organizing or governing documents? | No | No | No | No |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | No | No |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | No | No |
| Amount of political expenditures, direct or indirect | $0 | $0 | $0 | $0 |
| Did the organization file Form 1120-POL for this year? | No | No | No | No |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | No | No |
| Total amount involved | $0 | $0 | $0 | $0 |
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | No | No |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | No | No |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Washington Software Alliance Employee Benefit Trust | PO BOX 6, Mukilteo, WA 98275-0006 | WA | 2009-03 | $25,705,628 |
| 2 | Titan Tire Corporation Voluntary Retiree Benefit Trust, Emily Newport Ttee | 60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209 | PA | 2009-01 | $16,824,317 |
| 3 | Southern Operators Health Fund, Brassell H Lynn Ttee | PO BOX 1449, Goodlettsvlle, TN 37070-1449 | TN | 2006-09 | $15,264,585 |
| 4 | San Bernardino County Retirement Medical Tr, Hoover Crystal Ttee | 157 W 5th St First Fl, San Bernardino, CA 92415-0225 | CA | 2002-04 | $13,312,822 |
| 5 | Trinity Health Welfare Benefit Tr, Paul Swanson Ttee | 20555 Victor Parkway, Livonia, MI 48152-7031 | MI | 2007-11 | $8,409,345 |
| 6 | Vng-Nonunion Management Retiree Veba | PO BOX 535007, Pittsburgh, PA 15253-5007 | PA | 2002-01 | $5,196,035 |
| 7 | Thunderbird Mining Co Retiree Health & Welfare Benefits Pl & Tr | 250 Marquette Ave Ste 540, Minneapolis, MN 55401-2387 | MN | 2008-06 | $3,413,882 |
| 8 | Robbinsdale Area School Health Reimbursement Arrangement Basic Pl | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2004-12 | $873,286 |
| 9 | The Turner Corporation Veba Trust | 375 Hudson St, New York, NY 10014-3658 | NY | 2008-01 | $8,540 |
| 10 | Oklahoma City Other Post Employment Benefits Tr, Laura A Johnson Ttee | 100 N Walker Ste 400, Oklahoma City, OK 73102-2230 | OK | 2014-07 | $33,169,377 |
| 11 | World Publishing Co Voluntary Employee Beneficiary Association I, Wpc - Veba | PO BOX 1770, Tulsa, OK 74102-1770 | OK | 2009-08 | $3,440,292 |
| 12 | Sheet Metal Workers-270 Welfare Fund | 1863 N 105th East Ave, Tulsa, OK 74116-1513 | OK | 2014-02 | $2,840,344 |
| 13 | Southern Star Voluntary Employee Benefit Tr Veba Non Union | PO BOX 1620, Tulsa, OK 74101-1620 | OK | 2004-10 | $2,588,430 |
| 14 | Retiree Medical Trust For Regional University System Of Oklahoma | PO BOX 1620, Tulsa, OK 74101-1620 | OK | 2009-01 | $2,183,952 |
| 15 | Southern Hills Country Clubemployee Benefit Plan | PO BOX 702298, Tulsa, OK 74170-2298 | OK | 2008-03 | $710,612 |
| 16 | Ocu Retirment Health Savings Benefits Veba Trust, Ocu Retirement Health Savings Plan | 2501 N Blackwelder Ave, Oklahoma City, OK 73106-1402 | OK | 2014-10 | $193,032 |
| 17 | Retiree Health Tr For Hobby Lobby Stores Inc | 7707 Sw 44th St, Oklahoma City, OK 73179-4808 | OK | 2005-03 | $9,864 |
| 18 | Dagwell Dixie Inc Employee Welfare Benefits Trust | 816 W Main Street, Oklahoma City, OK 73106 | OK | 2002-10 | $0 |
| 19 | Hourly Employees Benefit Fund | PO BOX 276, Pryor, OK 74362-0276 | OK | 2002-09 | $0 |
| 20 | Retiree Medical And Life Insurance Trust For Rogers State University, Mark A Meadors | 1701 West Will Rogers Blvd, Claremore, OK 74017-3252 | OK | 2013-08 | $0 |
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