Nonprofit · EIN 73-1081013
BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION
Tax-exempt · BARTLESVILLE, OK 74006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $84,717 | $25,383 | $59,334 | $648,561 | $0 | $648,561 |
| September 30, 2024 | 990 | $126,130 | $39,034 | $87,096 | $589,227 | $0 | $589,227 |
| September 30, 2023 | 990 | $62,559 | $27,944 | $34,615 | $502,131 | $0 | $502,131 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $39,854
- Program service revenue
- $0
- Investment income
- $44,863
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $24,539
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $24,539
- Management and general (functional)
- $844
Balance sheet and other
- Total assets, start of year
- $589,227
- Total assets, end of year
- $648,561
- Total liabilities, end of year
- $0
- Net assets, end of year
- $648,561
- Net assets without donor restrictions
- $617,881
- Net assets with donor restrictions
- $30,680
- Gross receipts
- $84,717
- Employees
- 0
- Volunteers
- 28
- Year formed
- 1979
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kenneth Adams | Vice Chairman Trustee or director, Officer | 1 | $0 |
| Kaleb Potter | Trustee Trustee or director | 1 | $0 |
| Dr Bruce Brookby | Treasurer Trustee or director, Officer | 1 | $0 |
| Dan Keleher Jr | Trustee Trustee or director | 1 | $0 |
| Tom Gorman | Secretary Trustee or director, Officer | 1 | $0 |
| David King | Trustee Trustee or director | 1 | $0 |
| David Oakley Jr | Chairman Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kenneth Adams | Vice Chairman Trustee or director, Officer | 1 | $0 |
| Dr Bruce Brookby | Treasurer Trustee or director, Officer | 1 | $0 |
| Stephen Colaw | Trustee Trustee or director | 1 | $0 |
| Betty Dalrymple | Trustee Trustee or director | 1 | $0 |
| Jamie Kane | Trustee Trustee or director | 1 | $0 |
| Dan Keleher Jr | Trustee Trustee or director | 1 | $0 |
| Donald Doty | Trustee Trustee or director | 1 | $0 |
| Kaleb Potter | Trustee Trustee or director | 1 | $0 |
| Tom Gorman | Secretary Trustee or director, Officer | 1 | $0 |
| Dr Charles Johnson | Trustee Trustee or director | 1 | $0 |
| David King | Trustee Trustee or director | 1 | $0 |
| Dr Mark Myers | Trustee Trustee or director | 1 | $0 |
| David Oakley Jr | Chairman Trustee or director, Officer | 1 | $0 |
| Jason McCauley | President Officer | 8 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kenneth Adams | Vice Chairman Trustee or director, Officer | 1 | $0 |
| Diane Garrett | Trustee Trustee or director | 1 | $0 |
| Dr Bruce Brookby | Treasurer Trustee or director, Officer | 1 | $0 |
| Stephen Colaw | Trustee Trustee or director | 1 | $0 |
| Betty Dalrymple | Trustee Trustee or director | 1 | $0 |
| Dan Keleher Jr | Trustee Trustee or director | 1 | $0 |
| Donald Doty | Trustee Trustee or director | 1 | $0 |
| Kaleb Potter | Trustee Trustee or director | 1 | $0 |
| Tom Gorman | Trustee Trustee or director, Officer | 1 | $0 |
| Dr Charles Johnson | Trustee Trustee or director | 1 | $0 |
| David King | Trustee Trustee or director | 1 | $0 |
| Dr Mark Myers | Trustee Trustee or director | 1 | $0 |
| David Oakley Jr | Chairman Trustee or director, Officer | 1 | $0 |
| Mike Moore | President/COO Officer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 3500 E FRANK PHILLIPS BLVD, BARTLESVILLE, OK 74006-2411
- Principal officer (990 for 2024)
- Jason McCauley
- Signed the 990
- Jason McCauley, President
- Phone
- (918) 333-7200
- Return prepared by
- Conklin Gilpin & Wertz PLLC
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 accomplishments
- 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.Expenses $24,539
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 73-1081013
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22J)
- Assets (IRS master file)
- $648,561
- Income (IRS master file)
- $84,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $84,717 | $25,383 | $648,561 | XML |
| 990 | September 2024 | $126,130 | $39,034 | $589,227 | XML |
| 990 | September 2023 | $62,559 | $27,944 | $502,131 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990 | September 2021 | $102,105 | $34,456 | $537,235 | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 73-1081013).
Questions about BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION
- What is the EIN of BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION?
- The employer identification number (EIN) of BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION is 73-1081013.
- Is BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION 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 BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION?
- The 990 for the year ended September 30, 2025 names Jason McCauley.
- Who are the officers and directors of BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BLUESTEM REGIONAL MEDICAL DEVELOPMENT FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $84,717, expenses of $25,383 and total assets of $648,561 at year end.
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