Civic Intelligence

Retiree Medical Trust for Regional

EIN 73-6362543 • 501(c)9 • Tulsa, OK

Profile

The Retiree Medical Trust for Regional University Systems of Oklahoma provides health and welfare benefits to employees.

PO Box 1620Tulsa, OK 74101-1620

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

37th percentile

3.8%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-25%

Faster revenue growth than 8% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$28,215,600

Up $1,037,065 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$28,215,600

Up $1,037,065 (+3.8%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin98th percentile

Revenue

Down

$1,123,127

Down $375,054 (-25%) from 2023

Expenses

Down

$86,062

Down $2,428,066 (-97%) from 2023

Net Income

Up

$1,037,065

Up $2,053,012 (+202%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$30M$20M$10M$0Assets 2011: $6,305,932Liabilities 2011: $0Net Assets 2011: $6,305,9322011Assets 2012: $7,737,914Liabilities 2012: $0Net Assets 2012: $7,737,9142012Assets 2013: $9,972,620Liabilities 2013: $0Net Assets 2013: $9,972,6202013Assets 2014: $12,785,187Liabilities 2014: $0Net Assets 2014: $12,785,1872014Assets 2015: $14,454,657Liabilities 2015: $0Net Assets 2015: $14,454,6572015Assets 2016: $14,650,280Liabilities 2016: $0Net Assets 2016: $14,650,2802016Assets 2017: $16,959,281Liabilities 2017: $13,569Net Assets 2017: $16,945,7122017Assets 2018: $16,682,673Liabilities 2018: $0Net Assets 2018: $16,682,6732018Assets 2019: $19,554,976Liabilities 2019: $0Net Assets 2019: $19,554,9762019Assets 2021: $23,267,402Liabilities 2021: $0Net Assets 2021: $23,267,4022021Assets 2022: $28,194,482Liabilities 2022: $0Net Assets 2022: $28,194,4822022Assets 2023: $27,178,535Liabilities 2023: $0Net Assets 2023: $27,178,5352023Assets 2024: $28,215,600Liabilities 2024: $0Net Assets 2024: $28,215,6002024

Highlighted filing

2024

Assets$28,215,600
Liabilities$0
Net Assets$28,215,600
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,502,088Expenses 2011: $137,822Net Income 2011: $1,364,2662011Revenue 2012: $1,586,038Expenses 2012: $157,238Net Income 2012: $1,428,8002012Revenue 2013: $2,607,686Expenses 2013: $388,692Net Income 2013: $2,218,9942013Revenue 2014: $1,820,079Expenses 2014: $49,671Net Income 2014: $1,770,4082014Revenue 2015: $2,924,811Expenses 2015: $200,220Net Income 2015: $2,724,5912015Revenue 2016: $819,880Expenses 2016: $219,743Net Income 2016: $600,1372016Revenue 2017: $2,710,728Expenses 2017: $1,647,581Net Income 2017: $1,063,1472017Revenue 2018: $3,439,290Expenses 2018: $1,803,186Net Income 2018: $1,636,1042018Revenue 2019: $5,057,302Expenses 2019: $1,792,948Net Income 2019: $3,264,3542019Revenue 2021: $5,007,105Expenses 2021: $2,646,517Net Income 2021: $2,360,5882021Revenue 2022: $7,588,118Expenses 2022: $2,661,038Net Income 2022: $4,927,0802022Revenue 2023: $1,498,181Expenses 2023: $2,514,128Net Income 2023: -$1,015,9472023Revenue 2024: $1,123,127Expenses 2024: $86,062Net Income 2024: $1,037,0652024

Highlighted filing

2024

Revenue$1,123,127
Expenses$86,062
Net Income$1,037,065
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,215,600
Liabilities
$0
Net assets
$28,215,600
Revenue
$1,123,127
Expenses
$86,062
Net income
$1,037,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$1.12$0.09$1.04
2023Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$1.50$2.51$1.02
2022Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$7.59$2.66$4.93
2021Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$5.01$2.65$2.36
2019Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$5.06$1.79$3.26
2018Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$3.44$1.80$1.64
2017Summary only. Only limited summary data is available for this year.$17.0$0.01$16.9$2.71$1.65$1.06
2016Summary only. Only limited summary data is available for this year.$14.7$0.00$14.7$0.82$0.22$0.60
2015Summary only. Only limited summary data is available for this year.$14.5$0.00$14.5$2.92$0.20$2.72
2014Summary only. Only limited summary data is available for this year.$12.8$0.00$12.8$1.82$0.05$1.77
2013Summary only. Only limited summary data is available for this year.$9.97$0.00$9.97$2.61$0.39$2.22
2012Summary only. Only limited summary data is available for this year.$7.74$0.00$7.74$1.59$0.16$1.43
2011Summary only. Only limited summary data is available for this year.$6.31$0.00$6.31$1.50$0.14$1.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,502,195
Mission and Program Overview

Mission

Provide Benefits to Employees

See Schedule O.The Retiree Medical Trust for Regional University Systems of Oklahoma provides health and welfare benefits to employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,178,535$28,215,600▲ $1,037,065
Investments in Publicly Traded Securities$21,665,762$22,363,900▲ $698,138
Investments Other Securities$3,849,835$4,257,294▲ $407,459
Cash and Non-Interest-Bearing Accounts$1,662,938$1,594,406▼ $68,532
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,178,535$28,215,600▲ $1,037,065
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,178,535$28,215,600▲ $1,037,065
Total Liabilities and Net Assets / Fund Balance$27,178,535$28,215,600▲ $1,037,065

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,257,294--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Susan WinchesterChairman
Jeffery DunnVice Chair
Amy FordDirector
Eric FisherDirector
Gary ParkerDirector
Jane McDermottDirector
Joy HofmeisterDirector
Lake CarpenterDirector
-Trustee
Connie ReillySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$300,000
Investment Income
$823,127
Other Revenue
$0
Change in Net Assets
$1,037,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,062
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
Fees for Services Management-$85,562-$85,562
Fees for Services Accounting-$500-$500
Total Functional Expenses$0$86,062$0$86,062
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Line 11b Explanation - The 990 is reviewed by business officers of contributing related entities and then sent to the board for final approval.”

Form 990, Part VI, Section C, line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Retiree Medical Trust for Regional
EIN
73-6362543
Phone
9186191520
Address
PO Box 1620, Tulsa, OK 74101-1620

Signing Officer

Name
Bank of Oklahoma Financial NA
Title
Trustee
Phone
9186191520
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bank of Oklahoma Financia
Formed
2008
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Hinkle & Company PC
Address
750 W Hampden Avenue Suite 400, Englewood, CO 80110
Preparer
James D Hinkle
Phone
3037961000
Raw XML Appendix344 raw XML fields

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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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027178535
IRS990/TotalAssetsEOYAmt028215600
IRS990/TotalAssetsGrp/BOYAmt027178535
IRS990/TotalAssetsGrp/EOYAmt028215600
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086062
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt086062
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027178535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028215600
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0300000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0823127
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0300000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01123127
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027178535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028215600
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1620
IRS990/USAddress/CityNm0Tulsa
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IRS990/USAddress/ZIPCd0741011620
IRS990/VotingMembersGoverningBodyCnt09
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bank of Oklahoma Financial NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Retiree Medical Trust for Regional
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0University Systems of Oklahoma
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0736362543
ReturnHeader/Filer/PhoneNum09186191520
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1620
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741011620
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271494012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hinkle & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 W Hampden Avenue Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Englewood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080110
ReturnHeader/PreparerPersonGrp/PhoneNum03037961000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Hinkle
ReturnHeader/ReturnTs02025-05-14T09:15:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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