Bluestem Regional Medical Development Foundation Inc

EIN: 731081013 501(c)(3) Health Care

Bartlesville, OK

Total Revenue
$84,717
Total Expenses
$25,383
Total Assets
$648,561
Net Assets
$648,561
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
OK
Principal Officer
Jason McCauley
Phone
9183337200
Tax Period
2024-10-01 to 2025-09-30

Bluestem Regional Medical Development Foundation Inc, founded in 1979, is a micro nonprofit in the Health Care sector that reported $85K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $59K, a strong 70% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $39,854
Program Service Revenue $0
Investment Income $44,863
Other Revenue $0
TOTAL REVENUE $84,717

Expense Breakdown

Grants Paid $24,539
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $24,539
Other Expenses $844
TOTAL EXPENSES $25,383

Year-over-Year Comparison

2024 2023 Change
Revenue $84,717 $126,130 -0.3%
Expenses $25,383 $39,034 -0.3%
Net Income $59,334 $87,096 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
28

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kenneth Adams Vice Chairman 1.00
Officer Director
$0 $0 $0
Kaleb Potter Trustee 1.00
Director
$0 $0 $0
Dr Bruce Brookby Treasurer 1.00
Officer Director
$0 $0 $0
Dan Keleher Jr Trustee 1.00
Director
$0 $0 $0
Tom Gorman Secretary 1.00
Officer Director
$0 $0 $0
David King Trustee 1.00
Director
$0 $0 $0
David Oakley Jr Chairman 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $84,717 $25,383 $648,561 $59,334
2024 $126,130 $39,034 $589,227 $87,096
2023 $62,559 $27,944 $502,131 $34,615
2021 $102,105 $34,456 $537,235 $67,649
2019 $373,577 $444,275 $623,441 $-70,698
2018 $113,418 $192,580 $716,643 $-79,162
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