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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 73-6094616

LYLE HUGHART WELFARE FUND-TR

Also known as JERRY G HOVARTER JOE A MCKENZIE CO

Tax-exempt · EDMOND, OK 73003

Financials

$4.9M$4.4M2022$5.7M$4.7M2023$6M$6.2M2024
Revenue Expenses · by fiscal year end
Financials of LYLE HUGHART WELFARE FUND-TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,047,472$6,169,019-$121,547$10,187,155$0$10,187,155
June 30, 2024990$5,665,450$4,708,904$956,546$10,153,274$0$10,153,274
June 30, 2023990$4,866,313$4,423,172$443,141$9,424,378$407,845$9,016,533
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,575,231
Investment income
$469,615
Net gain from sales of assets
$58,382
Other revenue
$2,626

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,888,848
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$52,650
Depreciation
$439
Program services (functional)
$6,169,019

Balance sheet and other

Total assets, start of year
$10,153,274
Total assets, end of year
$10,187,155
Total liabilities, end of year
$0
Net assets, end of year
$10,187,155
Land, buildings and equipment
$4
Publicly traded securities
$6,166,215
Net assets without donor restrictions
$10,187,155
Gross receipts
$6,209,225
Employees
0
Year formed
1956
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JORDON BELEWTRUSTEE
Trustee or director
2$0
KYLE BELLMONTRUSTEE
Trustee or director
2$0
JERRY HOVARTERTRUSTEE
Trustee or director
2$0
GARY KIRKTRUSTEE
Trustee or director
2$0
JOE A MCKENZIETRUSTEE
Trustee or director
2$0
HANK REAVESTRUSTEE
Trustee or director
2$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
JORDON BELEWTRUSTEE
Trustee or director
2$0
KYLE BELLMONTRUSTEE
Trustee or director
2$0
JERRY HOVARTERTRUSTEE
Trustee or director
2$0
GARY KIRKTRUSTEE
Trustee or director
2$0
JOE A MCKENZIETRUSTEE
Trustee or director
2$0
HANK REAVESTRUSTEE
Trustee or director
2$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
JOE A MCKENZIETRUSTEE
Trustee or director
2$0
JERRY G HOVARTERTRUSTEE
Trustee or director
2$0
GARY KIRKTRUSTEE
Trustee or director
2$0
MICHAEL CLARKTRUSTEE
Trustee or director
2$0
HANK REAVESTRUSTEE
Trustee or director
2$0
KYLE BELLMONTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1310 S KELLY AVE, EDMOND, OK 73003-5857
Principal officer (990 for 2024)
JOE A MCKENZIE
Signed the 990
JOE A MCKENZIE, TRUSTEE
Phone
(405) 848-4848
Return prepared by
MORROW & CO LLC

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO QUALIFYING UNION EMPLOYEES OF EMPLOYERS THAT HAVE AGREED TO BE BOUND BY THE COLLECTIVE BARGAINING AGREEMENT.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FUND PROVIDES COMPREHENSIVE MAJOR MEDICAL, DENTAL, VISION, PERSCRIPTION, DISABILITY, ACCIDENT, AND DEATH BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
73-6094616
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1958
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,187,155
Income (IRS master file)
$6,209,225

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,047,472$6,169,019$10,187,155XML
990June 2024$5,665,450$4,708,904$10,153,274XML
990June 2023$4,866,313$4,423,172$9,424,378XML
990June 2022$4,637,467$3,834,059$8,261,804IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-6094616).

Questions about LYLE HUGHART WELFARE FUND-TR

What is the EIN of LYLE HUGHART WELFARE FUND-TR?
The employer identification number (EIN) of LYLE HUGHART WELFARE FUND-TR is 73-6094616.
Is LYLE HUGHART WELFARE FUND-TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
Are donations to LYLE HUGHART WELFARE FUND-TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LYLE HUGHART WELFARE FUND-TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LYLE HUGHART WELFARE FUND-TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LYLE HUGHART WELFARE FUND-TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of LYLE HUGHART WELFARE FUND-TR?
The 990 for the year ended June 30, 2025 names JOE A MCKENZIE.
Who are the officers and directors of LYLE HUGHART WELFARE FUND-TR?
The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does LYLE HUGHART WELFARE FUND-TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,047,472, expenses of $6,169,019 and total assets of $10,187,155 at year end.

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