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← OKLAHOMA CITY FIREFIGHTERS HEALTH AND WELFARE TRUST VEBA

Form 990 for tax year 2024

Filed by OKLAHOMA CITY FIREFIGHTERS HEALTH AND WELFARE TRUST VEBA.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 15 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$32,264,259 changed to $36,436,226
Total expenses
$31,100,680 changed to $31,444,022
Program service revenue
$27,793,748 changed to $31,965,715
Total assets, end of year
$42,844,147 changed to $46,874,896
Total liabilities, end of year
$1,808,367 changed to $2,649,324
Net assets or fund balances, end of year
$41,035,780 changed to $44,225,572
Program services expenses
$31,027,810 changed to $31,365,894
Management and general expenses
$72,870 changed to $78,128

Totals

Total revenue
$32,264,259
Total expenses
$31,100,680
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$27,793,748
Investment income
$4,470,511
Other revenue
$0
Total assets, end of year
$42,844,147
Total liabilities, end of year
$1,808,367
Net assets or fund balances, end of year
$41,035,780
Program services expenses (Part IX)
$31,027,810
Management and general expenses
$72,870
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INSURANCE PREMIUMS

    total $27,793,748 · related or exempt $27,793,748

  • 3 · Investment income

    total $4,470,511 · related or exempt $4,470,511

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $29,159,070 · program services $29,159,070

  • 11b · Fees: legal

    total $6,477 · program services $6,477

  • 11c · Fees: accounting

    total $8,024 · management and general $8,024

  • 11f · Fees: investment management

    total $21,437 · program services $21,437

  • 11g · Fees: other

    total $1,790,707 · program services $1,790,707

  • 13 · Office expenses

    total $4,198 · management and general $4,198

  • 24a · Other expenses: OVERHEAD COSTS

    total $100,101 · program services $50,050 · management and general $50,051

  • 24b · Other expenses: EXCISE TAX

    total $10,468 · management and general $10,468

  • 24c · Other expenses: BANK

    total $129 · management and general $129

  • 24d · Other expenses: LICENSE AND PERMITS

    total $69 · program services $69

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,679 · end of year -$53,023

  • 2 · Savings and temporary cash investments

    beginning of year $7,147,214 · end of year $4,703,947

  • 11 · Investments: publicly traded securities

    beginning of year $32,064,637 · end of year $36,193,223

  • 15 · Other assets

    beginning of year $2,422,038 · end of year $2,000,000

  • 25 · Other liabilities

    beginning of year $1,808,367 · end of year $1,808,367

  • 31 · Retained earnings, endowment or other funds

    beginning of year $39,872,201 · end of year $41,035,780

Mission and programs · 2024

Mission

HEALTH AND WELFARE BENEFITS

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.

  • PROVIDE BENEFITS TO FIREFIGHTERS

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Calhoon

    CHAIRMAN

    Total calculated
    $0

  • John Craig

    TRUSTEE

    Total calculated
    $0

  • Derrick Kiel

    TRUSTEE

    Total calculated
    $0

  • Eric Stanfield

    TRUSTEE

    Total calculated
    $0

  • Cameron Weems

    TRUSTEE

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.0
Source object
202513219349314646

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