Civic Intelligence

Rosenstein Fist & Ringold Employees Trust

EIN 73-1421965 • 501(c)9 • Tulsa, OK

Profile

To provide employee medical benefits to employees of rosenstein, fist, & ringold, inc.

525 S Main Ste 700Tulsa, OK 74103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

-1.7%

Higher net margin than 58% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$1,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

-96%

Faster asset growth than 47% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

21%

Faster revenue growth than 85% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$244

Down $6,477 (-96%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$244

Down $6,477 (-96%) from 2020

Operations
Liabilities / Revenue80th percentileNet Margin58th percentile

Revenue

Up

$391,205

Up $66,835 (+21%) from 2020

Expenses

Up

$397,682

Up $77,796 (+24%) from 2020

Net Income

Down

-$6,477

Down $10,961 (-244%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2011: $699Liabilities 2011: $0Net Assets 2011: $6992011Assets 2012: $5,546Liabilities 2012: $0Net Assets 2012: $5,5462012Assets 2013: $402Liabilities 2013: $0Net Assets 2013: $4022013Assets 2014: $863Liabilities 2014: $0Net Assets 2014: $8632014Assets 2015: $5,805Liabilities 2015: $0Net Assets 2015: $5,8052015Assets 2016: $433Liabilities 2016: $0Net Assets 2016: $4332016Assets 2017: $8,415Liabilities 2017: $0Net Assets 2017: $8,4152017Assets 2018: $528Liabilities 2018: $0Net Assets 2018: $5282018Assets 2019: $2,236Liabilities 2019: $0Net Assets 2019: $2,2362019Assets 2020: $6,721Liabilities 2020: $0Net Assets 2020: $6,7212020Assets 2021: $244Liabilities 2021: $0Net Assets 2021: $2442021

Highlighted filing

2021

Assets$244
Liabilities$0
Net Assets$244
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $330,758Expenses 2011: $353,328Net Income 2011: -$22,5702011Revenue 2012: $272,497Expenses 2012: $267,650Net Income 2012: $4,8472012Revenue 2013: $303,500Expenses 2013: $308,645Net Income 2013: -$5,1452013Revenue 2014: $374,000Expenses 2014: $373,539Net Income 2014: $4612014Revenue 2015: $348,000Expenses 2015: $343,057Net Income 2015: $4,9432015Revenue 2016: $484,506Expenses 2016: $489,878Net Income 2016: -$5,3722016Revenue 2017: $260,489Expenses 2017: $252,507Net Income 2017: $7,9822017Revenue 2018: $342,625Expenses 2018: $350,512Net Income 2018: -$7,8872018Revenue 2019: $265,326Expenses 2019: $263,618Net Income 2019: $1,7082019Revenue 2020: $324,370Expenses 2020: $319,886Net Income 2020: $4,4842020Revenue 2021: $391,205Expenses 2021: $397,682Net Income 2021: -$6,4772021

Highlighted filing

2021

Revenue$391,205
Expenses$397,682
Net Income-$6,477
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244
Liabilities
$0
Net assets
$244
Revenue
$391,205
Expenses
$397,682
Net income
-$6,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.91$3.98$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$3.24$3.20$0.04
2019Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$2.65$2.64$0.02
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$3.43$3.51$0.08
2017Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$2.60$2.53$0.08
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$4.85$4.90$0.05
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$3.48$3.43$0.05
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$3.74$3.74$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$3.04$3.09$0.05
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$2.72$2.68$0.05
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$3.31$3.53$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.1
Gross Receipts
$391,205
Mission and Program Overview

Mission

To provide employee medical benefits to employees of rosenstein, fist, & ringold, inc.

To provide employee group welfare benefits to employees of Rosenstein, Fist & Ringold, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,721$244▼ $6,477
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$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$6,721$244▼ $6,477
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,721$244▼ $6,477
Total Liabilities and Net Assets / Fund Balance$6,721$244▼ $6,477
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Bank of OklahomaN.a.$1,000$1,000

Board Members and Trustees

NameTitle
Eric P NelsonPresident
Jim HoffmeisterN.a.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$391,204
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$-6,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,133
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$302,549--$302,549
Other Expenses$9,737--$9,737
Total Functional Expenses$397,682$0$0$397,682
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
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, the form is reviewed by the organization's governing body prior to filing.”

Form 990, Part VI, Section B, Line 15A

“There are no paid employees of the organization.”

Form 990, Part VII, Section A, Line 1A(1)

“Trustee fees for Bank of Oklahoma, N.A. are paid by the employer, Rosenstein, Fist & Ringold, Inc. and not reimbursed by the Rosenstein, Fist & Ringold Employees Trust.”

Form 990, Part VI, Section C, Line 19

“Governing document and financial statements are available for public inspection upon request. The organization does not have a conflict of interest policy.”

Form 990, Part VI, Section A, Line 9

“The institutional trustee for Rosenstein, Fist & Ringold Employees Trust is Bank of Oklahoma, N.A. Bank of Oklahoma's address is P.O. Box 2300, Tulsa, OK 74103.”

Filing and Contact Details

Filer

Filer Name
Rosenstein Fist & Ringold Health Trust
EIN
73-1421965
In Care Of
% ERIC NELSON
Phone
9185859211
Address
525 S Main Ste 700, Tulsa, OK 74103

Signing Officer

Name
Eric Nelson
Title
President
Phone
9185859211
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Nelson
Formed
1991
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Forvis Llp
Address
110 N Elgin Ave Suite 400, Tulsa, OK 74120-1490
Preparer
Jeanette Verrelli
Phone
9185842900
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE FORM 990. ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no paid employees of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustee fees for Bank of Oklahoma, N.A. are paid by the employer, Rosenstein, Fist & Ringold, Inc. and not reimbursed by the Rosenstein, Fist & Ringold Employees Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing document and financial statements are available for public inspection upon request. The organization does not have a conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The institutional trustee for Rosenstein, Fist & Ringold Employees Trust is Bank of Oklahoma, N.A. Bank of Oklahoma's address is P.O. Box 2300, Tulsa, OK 74103.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VII, Section A, Line 1a(1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0730787744
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C-CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0LEGAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Rosenstein Fist & Ringold Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0525 S Main Ste 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Tulsa
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd074103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Rosenstein, Fist & Ringold, Inc. ("RFR") is the contributing employer of the Rosenstein, Fist & Ringold Employees Trust, a VEBA ("RFR VEBA"). Since RFR is the sponsor of the RFR VEBA, all shareholders and directors of RFR control operations of the RFR VEBA, an employee welfare plan providing medical (Health) benefits to employees of RFR.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06721
IRS990/TotalAssetsEOYAmt0244
IRS990/TotalAssetsGrp/BOYAmt06721
IRS990/TotalAssetsGrp/EOYAmt0244
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0397682
IRS990/TotalFunctionalExpensesGrp/TotalAmt0397682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06721
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0244
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0397682
IRS990/TotalProgramServiceRevenueAmt0391204
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0391204
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0391205
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06721
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0244
IRS990/TotReportableCompRltdOrgAmt01000
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0525 S Main Ste 700
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09185859211
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rosenstein Fist & Ringold Health Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0731421965
ReturnHeader/Filer/InCareOfNm0% ERIC NELSON
ReturnHeader/Filer/PhoneNum09185859211
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 S Main Ste 700
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 N Elgin Ave Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741201490
ReturnHeader/PreparerPersonGrp/PhoneNum09185842900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanette Verrelli
ReturnHeader/ReturnTs02022-08-15T15:39:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Eric
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nelson
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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