Civic Intelligence

Bluestem Regional Medical Development Foundation Inc

990EZ • Fiscal year 2022 • EIN 73-1081013

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 15, 2023

3500 E Frank Phillips BlvdBartlesville, OK 74006

(918) 333-7200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

28th percentile

-13%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$467,516

Down $69,719 (-13%) from 2021

Net Assets

Down

$467,516

Down $69,719 (-13%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$27,204

Down $74,901 (-73%) from 2021

Expenses

Down

$16,103

Down $18,353 (-53%) from 2021

Net Income

Down

$11,101

Down $56,548 (-84%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$467,516
Liabilities-
Net Assets$467,516

Operations Trend

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

2022

Revenue$27,204
Expenses$16,103
Net Income$11,101
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 15, 2023
Return Version
2021v4.1
Gross Receipts
$27,204
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 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.

Program Services

DescriptionGrantsExpenses
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 fund raising events and its activities are conducted principally in the Washington County, Oklahoma area.$15,735$15,735
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth AdamsVice Chairman-$0--
Dr Bruce BrookbyTreasurer-$0--
Stephen ColawTrustee-$0--
Betty DalrympleTrustee-$0--
Julie DanielsSecretary-$0--
Mike MoorePresident/COOPT$0--
Donald DotyTrustee-$0--
JoAnn GalleryTrustee-$0--
Tom GormanTrustee-$0--
Dr Charles JohnsonTrustee-$0--
David KingTrustee-$0--
Dr Mark MyersTrustee-$0--
David Oakley JrChairman-$0--
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
Mike Moore
Title
President
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Bartlesville Community Foundation | Donee's Address: 208 E. 4th St Bartlesville OK 74003 | Cash Amount Given: $15735

Other Expenses.1002

Office Expenses $368

Other Assets.1

Beneficial Interest in assets - Beginning $480692 Beneficial Interest in assets - Ending $399872

Raw XML Appendix197 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephen Colaw
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Daniels
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Donald Doty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JoAnn Gallery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tom Gorman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Dr Charles Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10David King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Dr Mark Myers
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President/COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0399872
IRS990EZ/OtherChangesInNetAssetsAmt0-80820
IRS990EZ/OtherExpensesTotalAmt0368
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Bluestem 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bluestem 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 fund raising events and its activities are conducted principally in the Washington County, Oklahoma area.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015735
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt027204
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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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
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jane Phillips Medical Center
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Bartlesville Community Foundation | Donee's Address: 208 E. 4th St Bartlesville OK 74003 | Cash Amount Given: $15735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Beneficial Interest in assets - Beginning $480692 Beneficial Interest in assets - Ending $399872
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bluestem Regional Medical Development
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0731081013
ReturnHeader/Filer/PhoneNum09183337200
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 E Frank Phillips Blvd
ReturnHeader/Filer/USAddress/CityNm0Bartlesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271439588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Conklin Gilpin & Wertz PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02738 E 51st Street Ste 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074105
ReturnHeader/PreparerPersonGrp/PhoneNum09187490921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Taylor D Gilpin
ReturnHeader/ReturnTs02023-08-15T06:48:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mike
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moore
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits