2025-11-17T10:25:10-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2024-01-01 850477162 OSTEOPOROSIS FOUNDATION OF NEW MEXICO OSTE 5058573956 300 OAK STREET NE ALBUQUERQUE NM 87106 E MICHAEL LEWIECKI PRESIDENT 5058573956 2025-11-13 1 1 JESSICA LOCKER CPA P01367046 5058428290 2025-11-13 2024 2025-03-06 01:10:19Z E MICHAEL LEWIECKI 300 OAK STREET NE ALBUQUERQUE NM 87106 492181 0 X WWW.OFNM.ORG X 2000 NM TO EDUCATE HEALTHCARE PROVIDERS AND THE PUBLIC, TO INCREASE AWARENESS, AND TO SUPPORT RESEARCH ON OSTEOPOROSIS AND METABOLIC BONE DISEASE. 7 5 0 7 0 0 247835 207825 198147 231632 43609 47533 3015 2191 492606 489181 0 0 0 0 0 0 0 0 0 302050 394222 302050 394222 190556 94959 1066637 1154273 533 117 1066104 1154156 X TO EDUCATE HEALTHCARE PROVIDERS AND THE PUBLIC, TO INCREASE AWARENESS, AND TO SUPPORT RESEARCH ON OSTEOPOROSIS AND METABOLIC BONE DISEASE. 0 0 321007 233823 SANTA FE BONE SYMPOSIUM - THE SANTA FE BONE SYMPOSIUM, ESTABLISHED IN 2000, IS AN ANNUAL FORUM DEVOTED TO ADVANCES IN THE SCIENCE AND ECONOMICS OF OSTEOPOROSIS, OTHER METABOLIC BONE DISEASES, AND ASSESSMENT OF SKELETAL HEALTH. THIS MEETING IS FOR HEALTHCARE PROVIDERS, SCIENTISTS, AND RESEARCHERS WITH A SPECIAL INTEREST IN BONE DISEASE, AND FOR BONE DENSITOMETRY TECHNOLOGISTS WHO SEEK A HIGH LEVEL OF KNOWLEDGE IN THEIR FIELD. THE 2024 SANTA FE BONE SYMPOSIUM WAS 'HYBRID,' WITH 280 IN-PERSON ATTENDEES AND 183 VIRTUAL ATTENDEES ATTENDING REMOTELY IN REAL-TIME. ENDURING MATERIAL INCLUDED PROCEEDINGS PUBLISHED IN PEER-REVIEWED MEDICAL JOURNALS, WITH ONLINE ARCHIVED VIDEOS FOR CME, AND AUDIO RECORDINGS. 10583 WESTERN OSTEOPOROSIS ALLIANCE (WOA) - TO DEVELOP PUBLICATION ABOUT ANABOLIC TREATMENT FOR OSTEOPOROSIS. 7055 NEW MEXICO BONE CLUB, ESTABLISHED IN 1997, CONSISTS OF IN-PERSON OR VIRTUAL CME SCIENTIFIC PRESENTATIONS 3 TO 4 TIMES PER YEAR. THESE FOCUS ON CLINICAL ASPECTS OF OSTEOPOROSIS AND METABOLIC BONE DISEASE. ATTENDANCE HAS RANGED FROM 100-200 PARTICIPANTS DEPENDING ON TOPIC AND VENUE. 14111 OTHER PROGRAMS:ALBUQUERQUE SUPPORT GROUP HOLDS REGULAR EDUCATIONAL MEETINGS FOR THE LAY COMMUNITY SINCE 1997. ATTENDANCE HAS TYPICALLY RANGED FROM 30-60 PARTICIPANTS. THESE HAVE BEEN TRANSITIONED TO VIRTUAL MEETINGS SINCE THE ONSET OF COVID GLOBAL PANDEMIC. THE GOAL IS TO REACH MORE PEOPLE WITH GREATER CONVENIENCE.BONE HEALTH ECHO (EXTENSION FOR COMMUNITY HEALTHCARE OUTCOMES) ESTABLISHED IN 2015, IS THE PROTOTYPE FOR TECHNOLOGY-ENABLED COLLABORATIVE LEARNING FOR HEALTHCARE PROFESSIONALS WITH AN INTEREST IN OSTEOPOROSIS AND METABOLIC BONE DISEASES. IT WAS DEVELOPED BY PROJECT ECHO (HTTP://ECHO.UNM.EDU) AT THE UNIVERSITY OF NEW MEXICO HEALTH SCIENCES CENTER IN COLLABORATION WITH THE ORGANIZATION. THIS CONSISTS OF WEEKLY 1.5 HOUR 'VIRTUAL' INTERACTIVE CASE-BASED VIDEOCONFERENCES. THE SESSIONS ARE OPEN TO ANYONE WITH INTERNET ACCESS OR TELEPHONE. 14111 352756 1 1 0 0 0 0 0 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X E MICHAEL LEWIECKI 5058573956 300 OAK STREET NE ALBUQUERQUE NM 87106 X E MICHAEL LEWIECKI PRESIDENT 10.00 X X 0 0 0 LANCE RUDOLPH VP & TREASURER 1.00 X X 0 0 0 KATHLEEN BLAKE BOARD MEMBER 1.00 X 0 0 0 FRANCES FISK BOARD MEMBER 1.00 X 0 0 0 CYNTHIA SHETTER BOARD MEMBER 1.00 X 0 0 0 CHRISTINA CAMPOS BOARD MEMBER 1.00 X 0 0 0 KATHY TESTON BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 PREMIER MEETING PLANNERS 851 CASCADE RD SE RIO RANCHO NM 87124 MANAGEMENT SERVICES 117322 1 207825 207825 SYMPOSIUM REGISTRATION 611710 210632 210632 SYMPOSIUM EXHIBIT FEES 611710 20000 20000 HONORARIUM 611710 1000 1000 231632 47533 47533 5191 3000 2191 2191 489181 233823 0 47533 11732 11732 4754 4754 14190 14190 4070 4070 5002 5002 4032 4032 319 319 327225 327225 1462 1462 OTHER EXPENSES 11803 3533 8270 VIRTUAL PLATFORM 7489 7489 BANK & CREDIT CARD FEES 2144 2144 394222 352756 41466 0 151849 194689 6204 909808 908584 49776 1066637 1154273 533 0 117 533 117 X 1066104 1154156 1066104 1154156 1066637 1154273 X 94959 656 -7563 X 0 0 0 X 244265 6960 109553 247835 207825 816438 244265 6960 109553 247835 207825 816438 715028 101410 1066 322 13103 43609 47533 105633 7725 2380 10105 932176 684824 0.10880 0.10630 X 0.95180 0.04180 MISSION AND ACTIVITIESTHE ORGANIZATION IS DEDICATED TO SERVING THE PUBLIC, WITH A PRIMARY FOCUS ON IMPROVING SKELETAL HEALTH AND QUALITY OF LIFE THROUGH EDUCATION AND OUTREACH. ITS EXEMPT PURPOSE CENTERS ON EDUCATING BOTH HEALTHCARE PROFESSIONALS AND THE GENERAL PUBLIC ABOUT OSTEOPOROSIS AND METABOLIC BONE DISEASE. TO FULFILL THIS MISSION, THE ORGANIZATION HOSTS SYMPOSIA FOR MEDICAL PROFESSIONALS, SUPPORTS THE PUBLICATION AND PRESENTATION OF EDUCATIONAL MATERIALS, AND ORGANIZES EVENTS THAT REACH A BROAD CROSS-SECTION OF THE COMMUNITY. THESE ACTIVITIES ENSURE THAT MEDICAL PROFESSIONALS ARE BETTER EQUIPPED TO SERVE THEIR PATIENTS, WHILE THE PUBLIC GAINS VALUABLE KNOWLEDGE TO ENHANCE THEIR HEALTH OUTCOMES.PUBLIC SUPPORT AND FUNDRAISINGTHE ORGANIZATION TYPICALLY MEETS THE PUBLIC SUPPORT TEST OVER A FIVE-YEAR PERIOD, AS REQUIRED BY IRS REGULATIONS FOR TAX-EXEMPT STATUS. PUBLIC SUPPORT IS SOLICITED THROUGH VARIOUS FUNDRAISING EFFORTS, INCLUDING: MAILINGS TO POTENTIAL DONORS ANNUAL REPORTS TO EXISTING SUPPORTERS ON LINE EVENTS AND EMAIL TO ENCOURAGE DONATIONSWHILE THE ORGANIZATION HAS SEVERAL DONORS, THE MAJORITY OF CONTRIBUTIONS COME FROM A FEW KEY SUPPORTERS WHO ARE COMMITTED TO ADVANCING ITS EXEMPT PURPOSE. THIS DONOR PATTERN IS COMMON AMONG ORGANIZATIONS WITH SPECIALIZED MISSIONS, AND THE IRS ALLOWS FOR CERTAIN EXCEPTIONS AND TESTS (SUCH AS THE FACTS AND CIRCUMSTANCES TEST) TO ENSURE COMPLIANCE WITH PUBLIC SUPPORT REQUIREMENTS.BOARD COMPOSITION AND GOVERNANCETHE BOARD OF DIRECTORS IS COMPOSED OF MEDICAL PROFESSIONALS AND HEALTHCARE ADMINISTRATORS WITH EXPERTISE IN OSTEOPOROSIS AND METABOLIC BONE DISEASE. THEIR COLLECTIVE EXPERIENCE AND PERSPECTIVE ARE INSTRUMENTAL IN GUIDING THE ORGANIZATION'S ACTIVITIES AND ENSURING THAT ITS MISSION IS EFFECTIVELY PURSUED. BOARD MEMBERS CONTRIBUTE TO STRATEGIC PLANNING, OVERSEE EDUCATIONAL INITIATIVES, AND HELP MAINTAIN THE ORGANIZATION'S FOCUS ON SERVING THE PUBLIC INTEREST. THIS GOVERNANCE STRUCTURE ALIGNS WITH BEST PRACTICES FOR NONPROFIT ORGANIZATIONS, WHICH EMPHASIZE THE IMPORTANCE OF MISSION-DRIVEN LEADERSHIP AND REGULAR EVALUATION OF ORGANIZATIONAL PURPOSE.IMPACT AND COMMUNITY REACHTHROUGH ITS EDUCATIONAL PROGRAMS, SYMPOSIA, AND PUBLICATIONS, THE ORGANIZATION REACHES A DIVERSE AUDIENCE, INCLUDING BOTH MEDICAL PROFESSIONALS AND THE GENERAL PUBLIC. THE IMPACT IS TWOFOLD: PROFESSIONAL DEVELOPMENT: MEDICAL PROFESSIONALS GAIN ACCESS TO THE LATEST RESEARCH AND BEST PRACTICES, ENABLING THEM TO PROVIDE BETTER CARE TO THEIR PATIENTS. PUBLIC EDUCATION: COMMUNITY MEMBERS ARE EDUCATED ON CRITICAL ISSUES RELATED TO SKELETAL HEALTH, EMPOWERING THEM TO MAKE INFORMED DECISIONS ABOUT THEIR WELL-BEING.THIS BROAD REACH IS A KEY FACTOR IN DEMONSTRATING PUBLIC SUPPORT AND FULFILLING THE ORGANIZATION'S EXEMPT PURPOSE.SUMMARYTHE ORGANIZATION'S COMMITMENT TO PUBLIC SERVICE, ROBUST FUNDRAISING EFFORTS, EXPERT BOARD LEADERSHIP, AND BROAD EDUCATIONAL IMPACT COLLECTIVELY SUPPORT ITS QUALIFICATION UNDER THE PUBLIC SUPPORT TEST. BY FOLLOWING BEST PRACTICES IN GOVERNANCE AND COMPLIANCE, THE ORGANIZATION NOT ONLY MEETS REGULATORY REQUIREMENTS BUT ALSO MAXIMIZES ITS POSITIVE INFLUENCE ON THE COMMUNITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CREDIT CARD PAYABLE 117 117 NEW MEXICO CLINICAL RESEARCH & OSTEOPOROSIS CENTER LANCE RUDOLPH AND MIKE LEWIECKI ARE BOTH >35% OWNERS OF BUSINESS 14190 PAYMENT FOR DR. LEWIECKI'S SERVICES AT PROGRAM EVENTS 0 FORM 990, PART VI, SECTION A, LINE 2 LANCE RUDOLPH AND E. MICHAEL LEWIECKI ARE 50/50 OWNERS OF A CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE PRESIDENT OF THE BOARD REVIEWS A COPY OF THE FINAL FORM 990 FOR COMPLETENESS AND ACCURACY. THE FORM 990 IS THEN PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER TO SIGN A STATEMENT THAT THEY HAVE SEEN AND AGREE TO THE CONFLICT OF INTEREST POLICY. IN THE EVENT OF ANY PRESENT OR FUTURE CONFLICT, EACH BOARD MEMBER IS TO DISCLOSE THE CONFLICT AS SOON AS PRACTICABLE TO THE GOVERNING BOARD. THE BOARD, BY ACTION OF A MAJORITY OF DISINTERESTED DIRECTORS, REVIEWS EACH CONFLICT PRESENTED TO THEM. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION TO OFFICERS OF THE BOARD IS RELATED TO BOARD MEMBERS PROFESSIONAL CREDENTIALS AND SERVICES THEY PROVIDE TO FURTHER THE PURPOSE OF THE ORGANIZATION. ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PY ADJUSTMENTS -7,563.