Civic Intelligence

Retiree Medical Trust for Regional

990 • Fiscal year 2023 • EIN 73-6362543

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
PO Box 1620Tulsa, OK 74101-1620

(918) 619-1520

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

4th percentile

-68%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

18th percentile

-3.6%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-80%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$27,178,535

Down $1,015,947 (-3.6%) from 2022

Net Assets

Down

$27,178,535

Down $1,015,947 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Down

$1,498,181

Down $6,089,937 (-80%) from 2022

Expenses

Down

$2,514,128

Down $146,910 (-5.5%) from 2022

Net Income

Down

-$1,015,947

Down $5,943,027 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$27,178,535
Liabilities$0
Net Assets$27,178,535
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$1,498,181
Expenses$2,514,128
Net Income-$1,015,947
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$17,610,183
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$28,194,482$27,178,535▼ $1,015,947
Investments in Publicly Traded Securities$22,921,358$21,665,762▼ $1,255,596
Investments Other Securities$3,851,755$3,849,835▼ $1,920
Cash and Non-Interest-Bearing Accounts$1,421,369$1,662,938▲ $241,569
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$28,194,482$27,178,535▼ $1,015,947
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,194,482$27,178,535▼ $1,015,947
Total Liabilities and Net Assets / Fund Balance$28,194,482$27,178,535▼ $1,015,947

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,849,835--
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
$2,436,195
Investment Income
$-938,014
Other Revenue
$0
Change in Net Assets
$-1,015,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,933
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$2,436,195--$2,436,195
Fees for Service Investment Mgmnt Fees-$77,933-$77,933
Total Functional Expenses$2,436,195$77,933$0$2,514,128
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
2024-05-14
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
5028 E 101st Street, Tulsa, OK 74137
Preparer
James D Hinkle
Phone
9184923388
Raw XML Appendix350 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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IRS990/TotalFunctionalExpensesGrp/TotalAmt02514128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028194482
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027178535
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02436195
IRS990/TotalProgramServiceRevenueAmt02436195
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-938014
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02436195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01498181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028194482
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027178535
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1620
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd0741011620
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bank of Oklahoma Financial NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191520
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271494012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hinkle & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05028 E 101st Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074137
ReturnHeader/PreparerPersonGrp/PhoneNum09184923388
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James D Hinkle
ReturnHeader/ReturnTs02024-05-14T11:50:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bank
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0of Oklahoma Financia
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,178,535
Liabilities
$0
Net assets
$27,178,535
Revenue
$1,498,181
Expenses
$2,514,128
Net income
-$1,015,947
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