Nonprofit · EIN 73-6362543
RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,078,582 | $333,653 | $744,929 | $28,960,502 | $0 | $28,960,502 |
| June 30, 2024 | 990 | $1,123,127 | $86,062 | $1,037,065 | $28,215,600 | $0 | $28,215,600 |
| June 30, 2023 | 990 | $1,498,181 | $2,514,128 | -$1,015,947 | $27,178,535 | $0 | $27,178,535 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,078,582
- Net gain from sales of assets
- $125,724
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $96,375
- Salaries, compensation and benefits (total)
- $96,375
- Professional fundraising fees
- $0
- Accounting fees
- $500
- Management and general (functional)
- $333,653
Balance sheet and other
- Total assets, start of year
- $28,215,600
- Total assets, end of year
- $28,960,502
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,960,502
- Publicly traded securities
- $22,763,112
- Gross receipts
- $1,255,550
- Employees
- 0
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF NA | TRUSTEE Institutional trustee | 1 | $96,375 |
| SUSAN WINCHESTER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JEFFREY DUNN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| CONNIE REILLY | SECRETARY Trustee or director, Officer | 1 | $0 |
| JANE MCDERMOTT | DIRECTOR Trustee or director | 1 | $0 |
| AMY FORD | DIRECTOR Trustee or director | 1 | $0 |
| JOY HOFMEISTER | DIRECTOR Trustee or director | 1 | $0 |
| ERIC FISHER | DIRECTOR Trustee or director | 1 | $0 |
| GARY PARKER | DIRECTOR Trustee or director | 1 | $0 |
| LAKE CARPENTER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Winchester | Chairman Trustee or director, Officer | 1 | $0 |
| Jeffery Dunn | Vice Chair Trustee or director, Officer | 1 | $0 |
| Connie Reilly | Secretary Trustee or director, Officer | 1 | $0 |
| Jane McDermott | Director Trustee or director | 1 | $0 |
| Amy Ford | Director Trustee or director | 1 | $0 |
| Joy Hofmeister | Director Trustee or director | 1 | $0 |
| Eric Fisher | Director Trustee or director | 1 | $0 |
| Gary Parker | Director Trustee or director | 1 | $0 |
| Lake Carpenter | Director Trustee or director | 1 | $0 |
| Bank of Oklahoma Financial NA | Trustee Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Winchester | Chairman Trustee or director, Officer | 1 | $0 |
| Jeffery Dunn | Vice Chair Trustee or director, Officer | 1 | $0 |
| Connie Reilly | Secretary Trustee or director, Officer | 1 | $0 |
| Jane McDermott | Director Trustee or director | 1 | $0 |
| Amy Ford | Director Trustee or director | 1 | $0 |
| Joy Hofmeister | Director Trustee or director | 1 | $0 |
| Eric Fisher | Director Trustee or director | 1 | $0 |
| Gary Parker | Director Trustee or director | 1 | $0 |
| Lake Carpenter | Director Trustee or director | 1 | $0 |
| Bank of Oklahoma Financial NA | Trustee Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % REGIONAL UNIVERSITY SYSTEM OF
- Principal officer (990 for 2024)
- BOKF NA, PO BOX 1620, TULSA, OK 74101
- Signed the 990
- BOKF NA TRUSTEE, VICE PRESIDENT
- Phone
- (918) 619-1546
- Return prepared by
- ERNST & YOUNG LLP
Mission
THE RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA PROVIDES HEALTH AND WELFARE BENEFITS TO EMPLOYEES
Program accomplishments
- THE RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA PROVIDED HEALTH AND WELFARE FOR EMPLOYEES AND THEIR DEPENDENTS UNDER SECTION 501(C)(9).
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 73-6362543
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $28,960,502
- Income (IRS master file)
- $1,255,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,078,582 | $333,653 | $28,960,502 | IRS |
| 990 | June 2024 | $1,123,127 | $86,062 | $28,215,600 | IRS |
| 990 | June 2023 | $1,498,181 | $2,514,128 | $27,178,535 | XML |
| 990 | June 2022 | $7,588,118 | $2,661,038 | $28,194,482 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 73-6362543).
Questions about RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA
- What is the EIN of RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA?
- The employer identification number (EIN) of RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA is 73-6362543.
- Is RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA 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 RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA 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 RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA 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 RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA?
- The 990 for the year ended June 30, 2025 names BOKF NA.
- Who are the officers and directors of RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $96,375 (BOKF NA, TRUSTEE).
- How much revenue does RETIREE MEDICAL TRUST FOR REGIONAL UNIVERSITY SYSTEM OF OKLAHOMA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,078,582, expenses of $333,653 and total assets of $28,960,502 at year end.
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