2025-10-10T11:12:28-05:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-01-01 930882138 NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION NORT 9714915566 16869 SW 65TH AVENUE 126 LAKE OSWEGO OR 97035 JACQUELINE FORSYTHE EXECUTIVE DIRECTOR 9714915566 2025-08-22 1 0 SARAH HUANG P00745974 4254544919 2025-10-09 2024 2025-03-06 01:10:19Z X JACQUELINE FORSYTHE 16869 SW 65TH AVENUE 126 LAKE OSWEGO OR 97035 3509915 0 X WWW.NWOSTEO.ORG X 1985 OR EMPOWERING THE NEXT GENERATION OF OSTEOPATHIC PHYSICIANS. 10 10 1 10 0 0 18321 13419 0 0 495882 747931 0 370 514203 761720 125000 125000 0 0 217556 79827 0 0 12391 105848 125646 448404 330473 65799 431247 6695678 7389775 0 0 6695678 7389775 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 116705 100000 TUITION ASSISTANCE SCHOLARSHIPS ARE PROVIDED TO STUDENTS FROM THE NORTHWEST FOR THEIR SECOND, THIRD, AND FOURTH YEAR OF OSTEOPATHIC MEDICAL SCHOOL. 25000 25000 GENERAL OSTEOPATHIC PROGRAM ACTIVITIES INCLUDING PROVIDING EDUCATIONAL GRANTS TO STATE ASSOCIATIONS. 141705 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 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 DOUG WOERNER PRESIDENT 1.00 X X 0 0 0 JENNIFER RIBAR PRESIDENT-ELECT 1.00 X X 0 0 0 NANCY KARGT SECRETARY/TREASURER 1.00 X X 0 0 0 JULIET BLISS DIRECTOR 0.50 X 0 0 0 THOMAS KINCHLOE DIRECTOR 0.50 X 0 0 0 RICHARD KOSS DIRECTOR 0.50 X 0 0 0 DAVE MILLER DIRECTOR 0.50 X 0 0 0 JOHN MOZENA DIRECTOR 1.00 X 0 0 0 LISA NEWTON DIRECTOR 0.50 X 0 0 0 KEVIN WILSON DIRECTOR 0.50 X 0 0 0 JACQUELINE A FORSYTHE EXECUTIVE DIRECTOR FROM 09/24 40.00 X 32308 0 8995 DAVID WALLS TEMP. EXECUTIVE DIRECTOR THRU 09/24 40.00 X 36000 0 0 68308 0 8995 0 0 0 0 0 13419 13419 152296 152296 3343830 2748195 595635 595635 595635 PROCESSING FEES 900099 370 370 370 761720 0 0 748301 25000 25000 100000 100000 77303 16521 48391 12391 2524 2524 13075 13075 60484 60484 27507 27507 1528 1528 15349 15349 1236 1236 318 318 3171 3171 BANK FEES 1045 184 861 LICENSES 1040 1040 DUES & SUBSCRIPTIONS 893 893 330473 141705 176377 12391 223814 0 0 236098 5000 0 3583 3583 6463281 7150094 6695678 7389775 0 0 X 6402534 7089339 293144 300436 6695678 7389775 6695678 7389775 431247 262850 0 X 0 0 0 X 24899 29893 46754 18321 13419 133286 24899 29893 46754 18321 13419 133286 4423 128863 125068 118551 125466 123836 152296 645217 370 370 778873 0.16540 0.15680 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, 2024, 2023, 2022, 2021, AND 2020 IS 16.54%, 15.68%, 18.34%, 17.47%, AND 21.15%, 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. BEGINNING IN 2025, A DEVELOPMENT COMMITTEE HAS BEEN ESTABLISHED TO LEAD NEW FUNDRAISING INITIATIVES SUCH AS: SOLICITATION OF MAJOR GIFTS, ANNUAL GIVING DAY, ANNUAL GIVING MONTH PEER-TO-PEER CAMPAIGN, AND BOARD CONTRIBUTION REQUIREMENTS .III. DURING THE YEARS ENDED DECEMBER 31, 2024, 2023, 2022, 2021, AND 2020, NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION HAD 21, 28, 53, 52, AND 10 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 293144 7292 300436 336936 20292 64084 293144 304190 53608 20862 336936 306340 33113 35263 304190 289125 32281 15066 306340 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 10 100000 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. FORM 990, PART I, LINE 6: VOLUNTEERS CONSIST OF UNCOMPENSATED BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF ANY OSTEOPATHIC PHYSICIANS WHO MAKE A LIFETIME OR ANNUAL DUES CONTRIBUTION TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A SEVEN DIRECTORS ARE ELECTED BY THE MEMBERSHIP OF THE FOUNDATION AT THE ANNUAL MEMBERSHIP MEETING. 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 ALL EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE COVERED IN THE CONFLICT OF INTEREST POLICY. NO MEMBER OF THE IMMEDIATE FAMILY OF A BOARD MEMBER MAY RECEIVE SCHOLARSHIP FUNDS FROM THE ORGANIZATION. THIS IS REVIEWED BY THE SCHOLARSHIP APPLICATION REVIEW COMMITTEEE DURING THE DECISION PROCESS. CONTRIBUTIONS FOR SCHOLARSHIPS WERE REVIEWED BY THE EXECUTIVE DIRECTOR AT THE TIME AND DETERMINED TO NOT BE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR BY REVIEWING COMPARABLE DATA FROM SIMILARLY-SIZED ORGANIZATIONS. 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.