2026-05-13T13:28:40-05:00 2025-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2025-01-01 930882138 NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION NORT 9714915566 16869 SW 65TH AVENUE 126 LAKE OSWEGO OR 97035 JACQUELINE FORSYTHE EXECUTIVE DIRECTOR 9714915566 2026-05-11 1 MEGAN R RYAN P00737884 4254544919 2026-05-11 2025 2025-03-06 01:10:19Z JACQUELINE FORSYTHE 16869 SW 65TH AVENUE 126 LAKE OSWEGO OR 97035 4869495 0 X WWW.NWOSTEO.ORG X 1985 OR EMPOWERING THE NEXT GENERATION OF OSTEOPATHIC PHYSICIANS. 10 10 1 10 0 0 13419 73918 0 0 747931 853015 370 406 761720 927339 125000 140000 0 0 79827 159180 0 0 92628 125646 155332 330473 454512 431247 472827 7389775 7937476 0 10948 7389775 7926528 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. 0 0 150876 120000 TUITION ASSISTANCE SCHOLARSHIPS ARE PROVIDED TO STUDENTS FROM THE NORTHWEST FOR THEIR SECOND, THIRD, AND FOURTH YEAR OF OSTEOPATHIC MEDICAL SCHOOL. 20000 20000 GENERAL OSTEOPATHIC PROGRAM ACTIVITIES INCLUDING PROVIDING EDUCATIONAL GRANTS TO STATE ASSOCIATIONS. 170876 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X JACQUELINE FORSYTHE 9714915566 16869 SW 65TH AVENUE 126 LAKE OSWEGO OR 97035 JENNIFER RIBAR PRESIDENT 2.00 X X 0 0 0 JULIET BLISS PRESIDENT-ELECT 2.00 X X 0 0 0 DOUG WOERNER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JOHN MOZENA TREASURER 2.00 X X 0 0 0 THOMAS KINCHELOE DIRECTOR 1.00 X 0 0 0 LISA NEWTON-KLUCEVEK DIRECTOR 1.00 X 0 0 0 RICHARD KOSS DIRECTOR 1.00 X 0 0 0 NANCY KRAGT DIRECTOR 1.00 X 0 0 0 DAVID MILLER DIRECTOR 1.00 X 0 0 0 KEVIN WILSON DIRECTOR 1.00 X 0 0 0 JACQUELINE FORSYTHE EXECUTIVE DIRECTOR & SECRETARY 40.00 X 120000 0 15567 120000 0 15567 1 0 0 0 0 73918 73918 160054 160054 4635117 3942156 692961 692961 692961 PROCESSING FEES 900099 406 406 406 927339 0 0 853421 20000 20000 120000 120000 143949 28790 28790 86369 4800 4800 10431 2086 2086 6259 2425 2425 18082 18082 48748 48748 6554 6554 59966 59966 456 456 6247 6247 3671 3671 6949 6949 BANK FEES 1375 1375 DUES & SUBSCRIPTIONS 859 859 454512 170876 191008 92628 236098 476547 3583 0 7150094 7460929 7389775 7937476 0 10948 0 10948 X 7089339 7536713 300436 389815 7389775 7926528 7389775 7937476 472827 66493 -2567 0 X 0 0 0 X 29893 46754 18321 13419 73918 182305 29893 46754 18321 13419 73918 182305 182305 118551 125466 123836 152296 160054 680203 370 406 776 863284 0.21120 0.16540 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300436 89379 389815 293144 7292 300436 336936 20292 64084 293144 304190 53608 20862 336936 306340 33113 35263 304190 1.00000 0.00000 0.00000 0 0 0 PART V, LINE 4: 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. 1 SCHOLARSHIPS 12 120000 BOOK SCHOLARSHIPS FOR STUDENTS PART I, LINE 2: 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. DAVID TATE FORMER OFFICER DISABILITY INSURANCE PREMIUMS 0 2400 0 SCHEDULE L, PART I, LINE 1 $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. 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.