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Nonprofit · EIN 26-6446090

OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR

Also known as LAURA A JOHNSON TTEE

Tax-exempt (reinstated) · OKLAHOMA CITY, OK 73102

Financials

$29.1M$28.5M2022$28M$27.4M2023$36.4M$24M2024
Revenue Expenses · by fiscal year end
Financials of OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$36,421,618$24,046,672$12,374,946$122,467,882$2,447,090$120,020,792
June 30, 2024990$27,950,620$27,386,790$563,830$110,220,151$3,369,984$106,850,167
June 30, 2023990$29,129,984$28,489,147$640,837$97,796,515$2,860,567$94,935,948
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$23,428,521
Investment income
$12,993,097
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$23,434,656
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$60,851
Program services (functional)
$24,046,672

Balance sheet and other

Total assets, start of year
$110,220,151
Total assets, end of year
$122,467,882
Total liabilities, end of year
$2,447,090
Net assets, end of year
$120,020,792
Publicly traded securities
$122,134,893
Net assets with donor restrictions
$120,020,792
Gross receipts
$36,421,618
Employees
0
Volunteers
10
Year formed
2008
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 / weekCompensationFrom related orgs
LaShawn ThompsonTrustee
Trustee or director
2$0$241,113
Brent BryantChairman
Trustee or director
2$0$231,854
Aimee MadderaTrustee
Trustee or director
2$0$221,365
Neil GarrsionTrustee
Trustee or director
1$0$0
Dianna BerryTrustee
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgs
Laura JohnsonTrustee
Trustee or director
2$0$265,504
Brent BryantChairman
Trustee or director
2$0$215,512
Aimee MadderaTrustee
Trustee or director
2$0$210,819
Neil GarrsionTrustee
Trustee or director
1$0$0
Dianna BerryTrustee
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgs
Laura JohnsonTrustee
Trustee or director
2$0$242,279
Brent BryantChairman
Trustee or director
2$0$195,380
Aimee MadderaTrustee
Trustee or director
2$0$194,980
Neil GarrsionTrustee
Trustee or director
1$0$0
Dianna BerryTrustee
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
100 N WALKER STE 300, OKLAHOMA CITY, OK 73102-2230
In care of
% MATTHEW BOGGS
Principal officer (990 for 2024)
Randal Lewis, 100 N WALKER STE 300, OKLAHOMA CITY, OK 731022230
Signed the 990
Alex Fedak, Controller
Phone
(405) 297-2307

Mission

To provide healthcare benefits to the retirees of the City of Oklahoma City OK.

990 for the year ended June 30, 2025

Program accomplishments

  • Paid healthcare benefits to retirees of the City of Oklahoma City.
    Expenses $24,046,671 · revenue $36,421,618

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
26-6446090
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$122,467,882
Income (IRS master file)
$36,421,618

Revocation and reinstatement

Exemption revoked
November 15, 2011
Posted by the IRS
December 10, 2012
Reinstated
Effective November 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$36,421,618$24,046,672$122,467,882IRS
990June 2024$27,950,620$27,386,790$110,220,151IRS
990June 2023$29,129,984$28,489,147$97,796,515XML
990June 2022$29,923,706$24,643,895$88,219,647IRS
990June 2021–––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 26-6446090).

Questions about OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR

What is the EIN of OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR?
The employer identification number (EIN) of OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR is 26-6446090.
Is OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2011 and reinstated it effective November 15, 2011.
Are donations to OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS 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 OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS 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 OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS 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 OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR?
The 990 for the year ended June 30, 2025 names Randal Lewis.
Who are the officers and directors of OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $36,421,618, expenses of $24,046,672 and total assets of $122,467,882 at year end.

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