NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION: Form 990, tax year 2025
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- Organization
- NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION (EIN 93-0882138)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349305524
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T13:28:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 110TH AVE NE SUITE 700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930882138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9714915566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16869 SW 65TH AVENUE 126 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE FORSYTHE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9714915566 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACQUELINE FORSYTHE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16869 SW 65TH AVENUE 126 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,869,495 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NWOSTEO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING THE NEXT GENERATION OF OSTEOPATHIC PHYSICIANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $73,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $747,931 | PYInvestmentIncomeAmt |
| CY Investment Income | $853,015 | CYInvestmentIncomeAmt |
| PY Other Revenue | $370 | PYOtherRevenueAmt |
| CY Other Revenue | $406 | CYOtherRevenueAmt |
| PY Total Revenue | $761,720 | PYTotalRevenueAmt |
| CY Total Revenue | $927,339 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $125,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $140,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,827 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $159,180 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $92,628 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $125,646 | PYOtherExpensesAmt |
| CY Other Expenses | $155,332 | CYOtherExpensesAmt |
| PY Total Expenses | $330,473 | PYTotalExpensesAmt |
| CY Total Expenses | $454,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $431,247 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $472,827 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,389,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,937,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,948 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,389,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,926,528 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NORTHWEST OSTEOPATHIC FOUNDATION IS DEDICATED TO IMPROVING ACCESS TO QUALITY, WHOLE-PERSON HEALTHCARE IN UNDERSERVED COMMUNITIES BY EMPOWERING THE NEXT GENERATION OF OSTEOPATHIC PHYSICIANS TO ENSURE EQUITABLE HEALTHCARE FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $150,876 | ExpenseAmt |
| Grant | $120,000 | GrantAmt |
| Desc | TUITION ASSISTANCE SCHOLARSHIPS ARE PROVIDED TO STUDENTS FROM THE NORTHWEST FOR THEIR SECOND, THIRD, AND FOURTH YEAR OF OSTEOPATHIC MEDICAL SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,000 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Desc | GENERAL OSTEOPATHIC PROGRAM ACTIVITIES INCLUDING PROVIDING EDUCATIONAL GRANTS TO STATE ASSOCIATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $170,876 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (1) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (1) | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELINE FORSYTHE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9714915566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16869 SW 65TH AVENUE 126 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIFER RIBAR | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIET BLISS | ||||||
| PRESIDENT-ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG WOERNER | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN MOZENA | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS KINCHELOE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA NEWTON-KLUCEVEK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KOSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY KRAGT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN WILSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE FORSYTHE | ||||||
| EXECUTIVE DIRECTOR & SECRETARY | 40.00 | Yes (X) | $120,000 | $0 | $15,567 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,567 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $73,918 | AllOtherContributionsAmt |
| Total Contributions | $73,918 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,054 | TotalRevenueColumnAmt |
| Exclusion | $160,054 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,635,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,942,156 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $692,961 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,961 | TotalRevenueColumnAmt |
| Exclusion | $692,961 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCESSING FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $406 | TotalRevenueColumnAmt |
| Exclusion | $406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $406 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $927,339 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $853,421 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $120,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,949 | TotalAmt |
| Program Services | $28,790 | ProgramServicesAmt |
| Management And General | $28,790 | ManagementAndGeneralAmt |
| Fundraising | $86,369 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Management And General | $4,800 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,431 | TotalAmt |
| Program Services | $2,086 | ProgramServicesAmt |
| Management And General | $2,086 | ManagementAndGeneralAmt |
| Fundraising | $6,259 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425 | TotalAmt |
| Management And General | $2,425 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,082 | TotalAmt |
| Management And General | $18,082 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,748 | TotalAmt |
| Management And General | $48,748 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,554 | TotalAmt |
| Management And General | $6,554 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,966 | TotalAmt |
| Management And General | $59,966 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456 | TotalAmt |
| Management And General | $456 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,247 | TotalAmt |
| Management And General | $6,247 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671 | TotalAmt |
| Management And General | $3,671 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,949 | TotalAmt |
| Management And General | $6,949 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BANK FEES | $1,375 | $1,375 |
| DUES & SUBSCRIPTIONS | $859 | $859 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,512 | TotalAmt |
| Program Services | $170,876 | ProgramServicesAmt |
| Management And General | $191,008 | ManagementAndGeneralAmt |
| Fundraising | $92,628 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,098 | BOYAmt |
| EOY | $476,547 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,583 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,150,094 | BOYAmt |
| EOY | $7,460,929 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,389,775 | BOYAmt |
| EOY | $7,937,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,089,339 | BOYAmt |
| EOY | $7,536,713 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,436 | BOYAmt |
| EOY | $389,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,389,775 | BOYAmt |
| EOY | $7,926,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,389,775 | BOYAmt |
| EOY | $7,937,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $472,827 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $66,493 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,567 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,918 | CurrentTaxYearAmt |
| Total | $182,305 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,918 | CurrentTaxYearAmt |
| Total | $182,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $182,305 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,054 | CurrentTaxYearAmt |
| Total | $680,203 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $406 | CurrentTaxYearAmt |
| Total | $776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $863,284 | TotalSupportAmt |
| Public Support CY170 | 0.21120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.16540 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED CHARITY UNDER THE FACTS AND CIRCUMSTANCES EXCEPTION PROVIDED TO IRC SECTION 509(A)(1) CHARITIES UNDER TREAS. REG. SEC. 1.170A-9(E)(3). THE FOUNDATION DOES NOT RECEIVE AT LEAST ONE THIRD OF ITS SUPPORT FROM THE PUBLIC. IT DOES HOWEVER MEET THE TESTS REQUIRED UNDER THE FACTS AND CIRCUMSTANCES TEST:I. THE FOUNDATION NORMALLY MEETS THE PUBLIC SUPPORT TEST AS PROVIDED IN THE REGULATIONS. THE AGGREGATE PUBLIC SUPPORT PERCENTAGE FOR THE YEARS ENDED DECEMBER 31, 2025, 2024, 2023, 2022, AND 2021 IS 21.12%, 16.54%, 15.68%, 18.34%, AND 17.47%, RESPECTIVELY.II. THE FOUNDATION CARRIES ON A BONA FIDE CONTINUOUS PUBLIC SOLICITATIONS PROGRAM. IN PREVIOUS YEARS, ITS FUNDRAISING EFFORTS INCLUDE EMAIL CAMPAIGNS AND ANNUAL BOARD CONTRIBUTIONS. THE FOUNDATION CREATED NEW FUNDRAISING CAMPAIGNS FOR 2025, INCLUDING FUTURE HEALERS GIVING DAY, FUTURE HEALERS GIVING MONTH, AND DONOR CULTIVATION FOR MAJOR GIFTS. THE DEVELOPMENT COMMITTEE MONITORS FUNDRAISING CAMPAIGNS AND CONTINUES TO ADD ADDITIONAL OUTREACH INITIATIVES.III. DURING THE YEARS ENDED DECEMBER 31, 2025, 2024, 2023, 2022, AND 2021, NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION HAD 23, 21, 28, 53, AND 52 SUPPORTERS, RESPECTIVELY.IV. THE PUBLIC NATURE OF THE FOUNDATION'S GOVERNING BOARD: THE FOUNDATION HAS A LARGE BOARD OF DIRECTORS THAT INCLUDE PROFESSIONALS WITH SPECIAL KNOWLEDGE AND EXPERTISE IN OSTEOPATHIC MEDICINE.V. THE FOUNDATION FOCUSES ITS ACTIVITIES ON ONE BROAD CATEGORY: EMPOWERING THE NEXT GENERATION OF OSTEOPATHIC STUDENTS. THIS IS LIKELY TO APPEAL TO A BROAD CROSS-SECTION OF THE POPULATION WITH COMMON INTEREST.VI. THE FOUNDATION'S PROGRAMS ARE AVAILABLE TO A WIDE RANGE OF PUBLIC SEEKING TO STUDY OSTEOPATHIC MEDICINE OR SUPPORT THOSE STUDYING OSTEOPATHIC MEDICINE.EMPOWERING OSTEOPATHIC STUDENTS:THE NORTHWEST OSTEOPATHIC FOUNDATION (NWOF) EMPOWERS THE NEXT GENERATION OF OSTEOPATHIC PHYSICIANS TO MEET THE CRITICAL DEMAND FOR HEALTHCARE PROVIDERS IN RURAL AND UNDERSERVED COMMUNITIES ACROSS THE PACIFIC NORTHWEST. AS AMERICA FACES A GROWING PHYSICIAN SHORTAGE AND UNEVEN DISTRIBUTION OF HEALTHCARE RESOURCES, NWOF SUPPORTS FUTURE DOCTORS THROUGH SCHOLARSHIPS, EDUCATION, AND STRATEGIC PARTNERSHIPS. OUR WORK DOESN'T JUST IMPROVE HEALTHCARE ACCESSIT DRIVES ECONOMIC GROWTH. EACH NEW PHYSICIAN CONTRIBUTES OVER $3 MILLION ANNUALLY TO THE LOCAL ECONOMY AND CREATES APPROXIMATELY 17 JOBS, DELIVERING POWERFUL COMMUNITY-LEVEL IMPACT. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,436 | BeginningYearBalanceAmt |
| Contributions | $89,379 | ContributionsAmt |
| End Year Balance | $389,815 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,144 | BeginningYearBalanceAmt |
| Contributions | $7,292 | ContributionsAmt |
| End Year Balance | $300,436 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $336,936 | BeginningYearBalanceAmt |
| Contributions | $20,292 | ContributionsAmt |
| Grants Or Scholarships | $64,084 | GrantsOrScholarshipsAmt |
| End Year Balance | $293,144 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,190 | BeginningYearBalanceAmt |
| Contributions | $53,608 | ContributionsAmt |
| Grants Or Scholarships | $20,862 | GrantsOrScholarshipsAmt |
| End Year Balance | $336,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,340 | BeginningYearBalanceAmt |
| Contributions | $33,113 | ContributionsAmt |
| Grants Or Scholarships | $35,263 | GrantsOrScholarshipsAmt |
| End Year Balance | $304,190 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | UNRESTRICTED ENDOWMENT FUNDS ARE SPENT USING A BOARD APPROVED SPENDING POLICY FOR PROGRAMS OF THE FOUNDATION AS DETERMINED DURING AN ANNUAL BUDGET PROCESS. TEMPORARILY RESTRICTED FUNDS ARE SPENT AS THE FOUNDATION MEETS DONOR REQUIREMENTS TO SPEND AND UNDER THE DIRECTION OF THE DONOR. PERMANENTLY RESTRICTED FUNDS ARE HELD WHILE NET GAINS ARE SPENT UNDER A BOARD APPROVED SPENDING POLICY ACCORDING TO THE WISHES OF THE DONOR. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Non Cash Assistance | $120,000 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS FOR STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP APPLICATIONS ARE REVIEWED BY THE SELECTION COMMITTEE AND RECIPIENTS ARE CHOSEN BASED ON AN ESTABLISHED RUBRIC. GRANTS TO STATE ASSOCIATIONS ARE AWARDED BY THE BOARD. | ExplanationTxt |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID TATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Disqualified Person Org | FORMER OFFICER | RlnDisqualifiedPersonOrgTxt |
| Transaction | DISABILITY INSURANCE PREMIUMS | TransactionDesc |
| Transaction Corrected | 0 | TransactionCorrectedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $2,400 | TaxImposedAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART I, LINE 1 | FormAndLineReferenceDesc |
| Explanation | $9,600 MADE TO FIDELITY SECURITY LIFE INSURANCE COMPANY ON BEHALF OF MR. DAVID E. TATE, A FORMER EMPLOYEE OF THE FOUNDATION. MR. TATE RESIGNED FROM THE FOUNDATION IN DECEMBER 2023. THE PAYMENTS WERE MADE IN JANUARY 2024 AND JANUARY 2025 IN THE AMOUNT OF $4,800 EACH.THE FOUNDATION REVIEWED ITS RECORDS AND FOUND NO BOARD AUTHORIZATION, EMPLOYMENT AGREEMENT, SEVERANCE AGREEMENT, OR OTHER WRITTEN APPROVAL SUPPORTING CONTINUATION OF THIS BENEFIT AFTER MR. TATE'S EMPLOYMENT ENDED. THE FOUNDATION DISCONTINUED ANY FURTHER PAYMENTS AND ISSUED A FORMAL DEMAND FOR REIMBURSEMENT (REVIEWED BY LEGAL COUNSEL). MR. TATE RESPONDED BY LETTER DENYING RESPONSIBILITY FOR THE PAYMENTS AND AS OF THE DATE THIS RETURN IS FILED, HAS NOT REMITTED PAYMENT TO THE FOUNDATION.IT SHOULD BE NOTED THAT ADDITIONAL OVERSIGHT AND CONTROLS HAVE BEEN IMPLEMENTED IN 2025, INCLUDING ENGAGING NEW BOOKKEEPING/ACCOUNTING SERVICES, IMPLEMENTING ENHANCED ACCOUNTING PROCESSES, INCLUDING A VENDOR MASTER FILE, AND FORMALIZING A FINANCE COMMITTEE, AMONG OTHER BOARD COMMITTEES. THE FINANCE COMMITTEE IS RESPONSIBLE FOR LEADING BUSINESS AND FINANCIAL INITIATIVES, INCLUDING OVERSIGHT OF MONTHLY FINANCIAL STATEMENT REVIEW AND APPROVAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | VOLUNTEERS CONSIST OF UNCOMPENSATED BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE TAX YEAR, THE ORGANIZATION UNDERTOOK A REVIEW AND REVISION OF ITS GOVERNING DOCUMENTS TO BETTER ALIGN WITH ITS CURRENT MISSION AND NONPROFIT BEST PRACTICES. ARTICLES OF INCORPORATION REVISIONS: THE BOARD APPROVED UPDATES TO THE ARTICLES OF INCORPORATION, INCLUDING: -REMOVAL OF PROVISIONS AUTHORIZING THE ISSUANCE OF STUDENT AND PHYSICIAN LOANS -CLARIFICATION OF THE ORGANIZATION'S CHARITABLE PURPOSE AND AFFIRMATION OF ITS POLITICAL NEUTRALITY -ALIGNMENT OF GOVERNANCE LANGUAGE WITH CURRENT BOARD BYLAWS -CONFIRMATION THAT BOARD MEMBERS SERVE WITHOUT COMPENSATION BYLAWS REVISIONS THE BOARD ALSO APPROVED REVISIONS TO THE BYLAWS TO STRENGTHEN GOVERNANCE AND BROADEN PARTICIPATION: -EXPANSION OF THE BOARD FROM 10 TO 15 VOTING MEMBERS. -ELIMINATION OF A FORMAL MEMBERSHIP MODEL AS OF JUNE 2025, WITH A NEW FOCUS ON DONOR ENGAGEMENT AND STRATEGIC FUNDRAISING. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS TO REVIEW AND APPROVE BEFORE SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, EVERY BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY AFFIRMING THAT THEY WILL DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS AND AVOID PARTICIPATING IN RELATED DECISIONS TO ENSURE ETHICAL AND TRANSPARENT GOVERNANCE. BOARD MEMBERS MUST DISCLOSE ANY AFFILIATION WITH ANY ORGANIZATION THAT MAY HAVE A CONFLICT WITH THEIR ABILITY TO LEAD THE FOUNDATION. IF A CONFLICT DOES EXIST, THE BOARD MEMBER WOULD RECUSE HIMSELF/HERSELF FROM ANY CONVERSATIONS RELATED TO THE NATURE OF THAT CONFLICTING RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD DETERMINED THE COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH A PERFORMANCE REVIEW AND REVIEW OF A MARKET-BASED COMPENSATION ANALYSIS PROVIDED BY A THIRD PARTY (NONPROFIT PROFESSIONALS NOW). DELIBERATIONS WERE DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND IRS FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |