Civic Intelligence

Bluestem Regional Medical Development Foundation Inc

EIN 73-1081013 • 501(c)3 • Bartlesville, OK

Profile

Bluestem regional medical development foundation, inc. (the "foundation") is a not-for-profit organization whose mission and principal activities are to solicit contributions for jane phillips medical center (the "hospital") and other affiliated health care institutions. The foundation makes donations for capital needs of the hospital and other affiliated health care institutions based on recommendations of joint studies of the medical staff and management of the hospital. The foundation is related to the hospital by common management and certain common trustees. The foundation's revenues and other support are derived principally from contributions and fundraising events and its activities are conducted principally in the washington county, oklahoma area.

3500 E Frank Phillips BlvdBartlesville, OK 74006

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$648,561

Up $59,334 (+10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$648,561

Up $59,334 (+10%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin94th percentile

Revenue

Down

$84,717

Down $41,413 (-33%) from 2024

Expenses

Down

$25,383

Down $13,651 (-35%) from 2024

Net Income

Down

$59,334

Down $27,762 (-32%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,251,200Liabilities 2011: $26,343Net Assets 2011: $1,224,8572011Assets 2012: $531,128Liabilities 2012: $40,451Net Assets 2012: $490,6772012Assets 2013: $402,984Liabilities 2013: $43,209Net Assets 2013: $359,7752013Assets 2014: $243,601Liabilities 2014: $50,662Net Assets 2014: $192,9392014Assets 2015: $306,813Liabilities 2015: $112,864Net Assets 2015: $193,9492015Assets 2016: $753,301Liabilities 2016: $20,439Net Assets 2016: $732,8622016Assets 2017: $778,395Liabilities 2017: $5,094Net Assets 2017: $773,3012017Assets 2018: $716,643Liabilities 2018: $22,504Net Assets 2018: $694,1392018Assets 2019: $623,441Liabilities 2019: $0Net Assets 2019: $623,4412019Assets 2020: $469,586Liabilities 2020: $02020Assets 2021: $537,235Liabilities 2021: $0Net Assets 2021: $537,2352021Assets 2022: $467,516Net Assets 2022: $467,5162022Assets 2023: $502,131Liabilities 2023: $0Net Assets 2023: $502,1312023Assets 2024: $589,227Liabilities 2024: $0Net Assets 2024: $589,2272024Assets 2025: $648,561Liabilities 2025: $0Net Assets 2025: $648,5612025

Highlighted filing

2025

Assets$648,561
Liabilities$0
Net Assets$648,561
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $569,075Expenses 2011: $277,520Net Income 2011: $291,5552011Expenses 2012: $1,059,6932012Expenses 2013: $308,8412013Revenue 2014: $206,489Expenses 2014: $213,125Net Income 2014: -$6,6362014Revenue 2015: $181,064Expenses 2015: $180,054Net Income 2015: $1,0102015Revenue 2016: $801,307Expenses 2016: $262,394Net Income 2016: $538,9132016Revenue 2017: $225,101Expenses 2017: $184,662Net Income 2017: $40,4392017Revenue 2018: $113,418Expenses 2018: $192,580Net Income 2018: -$79,1622018Revenue 2019: $373,577Expenses 2019: $444,275Net Income 2019: -$70,6982019Revenue 2020: $30,262Expenses 2020: $184,117Net Income 2020: -$153,8552020Revenue 2021: $102,105Expenses 2021: $34,456Net Income 2021: $67,6492021Revenue 2022: $27,204Expenses 2022: $16,103Net Income 2022: $11,1012022Revenue 2023: $62,559Expenses 2023: $27,944Net Income 2023: $34,6152023Revenue 2024: $126,130Expenses 2024: $39,034Net Income 2024: $87,0962024Revenue 2025: $84,717Expenses 2025: $25,383Net Income 2025: $59,3342025

Highlighted filing

2025

Revenue$84,717
Expenses$25,383
Net Income$59,334
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,561
Liabilities
$0
Net assets
$648,561
Revenue
$84,717
Expenses
$25,383
Net income
$59,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.03$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.13$0.04$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.06$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.03$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.10$0.03$0.07
2020Summary only. Only limited summary data is available for this year.$0.47$0.00$0.03$0.18$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.37$0.44$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.02$0.69$0.11$0.19$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.01$0.77$0.23$0.18$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.02$0.73$0.80$0.26$0.54
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.11$0.19$0.18$0.18$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.05$0.19$0.21$0.21$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.04$0.36$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.04$0.49$1.06
2011Summary only. Only limited summary data is available for this year.$1.25$0.03$1.22$0.57$0.28$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.2
Gross Receipts
$84,717
Mission and Program Overview

Mission

Bluestem regional medical development foundation, inc. (the "foundation") is a not-for-profit organization whose mission and principal activities are to solicit contributions for jane phillips medical center (the "hospital") and other affiliated health care institutions. The foundation makes donations for capital needs of the hospital and other affiliated health care institutions based on recommendations of joint studies of the medical staff and management of the hospital. The foundation is related to the hospital by common management and certain common trustees. The foundation's revenues and other support are derived principally from contributions and fundraising events and its activities are conducted principally in the washington county, oklahoma area.

Bluestem Regional Medical Development Foundation, Inc (The "Foundation") is a not-for-profit organization whose mission and principal activities are to solicit contributions for Jane Phillips Medical Center (The "Hospital") and other affiliated health care institutions. The Foundation makes donations for capital needs of the Hospital and other affiliated health care institutions based on recommendations of joint studies of the medial staff and management of the Hospital. The Foundation is related to the Hospital by common management and certain common trustees. The Foundation's revenues and other support are derived principally from contributions and fund raising events and it activities are conducted principally in the Washington County, Oklahoma area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$69,670$84,718▲ $15,048
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$589,227$648,561▲ $59,334
Other Assets Total$519,557$563,843▲ $44,286
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$573,752$617,881▲ $44,129
Net Assets With Donor Restrictions$15,475$30,680▲ $15,205
Total Net Assets Fund Balance$589,227$648,561▲ $59,334
Total Liabilities and Net Assets / Fund Balance$589,227$648,561▲ $59,334

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$563,843--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
David Oakley JrChairman
Kenneth AdamsVice Chairman
Dan Keleher JrTrustee
David KingTrustee
Kaleb PotterTrustee
Tom GormanSecretary
Dr Bruce BrookbyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,854
Program Service Revenue
$0
Investment Income
$44,863
Other Revenue
$0
All Other Contributions
$39,854
Change in Net Assets
$59,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,539
Other Expenses$844
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,539--$24,539
Other Expenses-$844-$844
Total Functional Expenses$24,539$844$0$25,383
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bartlesville Community FoundaBartlesville, OK-Capital and Operational Needs$24,539
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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

“The Form 990 is presented to the Executive Director for review and then presented to the Board of Trustees. The Form 990 is filed after review by the Board of Trustees.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy reviewed with all Board members on an annual basis, any conflicts noted are required to be reported to the Board Chair or Executive Director.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bluestem Regional Medical Development
EIN
73-1081013
Phone
9183337200
Address
3500 E Frank Phillips Blvd, Bartlesville, OK 74006

Signing Officer

Name
Jason McCauley
Title
President
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason McCauley
Formed
1979
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
28

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105
Preparer
Taylor D Gilpin
Phone
9187490921
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation is exempt from income taxes under Internal Revenue Service Code Section 501(c)(3)and a similar provision of the state law. However, the Foundation is subject to federal income tax on any unrelated business taxable income. The Foundation had no unrelated business taxable income during the years ended September 30, 2025 and 2024. The Foundation files tax returns in the U.S. federal jurisdiction and the state of Oklahoma. The statute of limitations for both federal and Oklahoma tax returns is three years, therefore all tax returns filed three years ago are no longer subject to examination.”

Raw XML AppendixShowing 400 of 426 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Foundation makes donations, as described in the Program Service Accomplishments section of the Form 990, for capital and other operational needs of Jane Phillips Medical Center (the Hospital) based on recommendations of joint studies of the medical staff and management of the Hospital.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The needs of the Hospital remain the same, whether or not the Foundation raises funds for the Hospital. Therefore, the operational and capital needs funded by the Foundation are still necessary to further the exempt purpose of the Hospital, therefore, if the Foundation were not in place, alternative resources would be pursued to fund such activities.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2b: Reasons For The Organization's Position
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jane Phillips Medical Center
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation is exempt from income taxes under Internal Revenue Service Code Section 501(c)(3)and a similar provision of the state law. However, the Foundation is subject to federal income tax on any unrelated business taxable income. The Foundation had no unrelated business taxable income during the years ended September 30, 2025 and 2024. The Foundation files tax returns in the U.S. federal jurisdiction and the state of Oklahoma. The statute of limitations for both federal and Oklahoma tax returns is three years, therefore all tax returns filed three years ago are no longer subject to examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0563843
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt024539
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Capital and Operational Needs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bartlesville Community Founda
IRS990ScheduleI/RecipientTable/RecipientEIN0731575838
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0208 E 4th St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bartlesville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074003
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is presented to the Executive Director for review and then presented to the Board of Trustees. The Form 990 is filed after review by the Board of Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of interest policy reviewed with all Board members on an annual basis, any conflicts noted are required to be reported to the Board Chair or Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Hospital
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03500 SE Frank Phillips Blvd
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

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