2014-11-12T13:53:12-08:00 2013-12-31 Rebar & Associates PLLC 4727 - 44th Avenue SW 201 Seattle WA 981164467 990 2013-01-01 930882138 NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION NORT 5032227161 1327 SE TACOMA ST PORTLAND OR 97202 DAVID TATE Executive Director 2014-11-14 true ROBERT A HANSON CPA P00003216 2069382906 2013 2015-11-30 17:44:51Z 2968661 false false X WWW.NWOSTEO.ORG X 1985 OR IMPROVE THE HEALTH OF THE COMMUNITY AND PROMOTE THE UNDERSTANDING OF OSTEOPATHIC MEDICINE 13 13 2 0 51946 56868 20475 220140 564692 -50814 0 221272 642035 114600 133000 0 183346 128201 0 67423 108425 206879 406371 468080 -185099 173955 5718531 6051675 37881 4820 5680650 6046855 A PUBLIC CHARITY SERVING THE PEOPLE OF THE NORTHWEST BY PROVIDING RESOURCES AND PROGRAMS TO IMPROVE THE HEALTH OF THE COMMUNITY AND TO PROMOTE A GREATER UNDERSTANDING OF THE DISTINCTIVE ASPECTS OF THE OSTEOPATHIC MEDICAL PROFESSION. false false 136823 25000 GENERAL OSTEOPATHIC PROGRAM ACTIVITIES INCLUDING PROVIDING GRANTS TO STATE ASSOCIATIONS 108013 108000 OSTEOPATHIC MEDICAL SCHOOL SCHOLARSHIPS: TUITION ASSISTANCE SCHOLARSHIPS ARE PROVIDED TO STUDENTS FROM THE NORTHWEST FOR THEIR SECOND, THIRD AND FOURTH YEAR OF OSTEOPATHIC MEDICAL SCHOOL. 64135 20475 OSTEOPATHIC EDUCATIONAL AND SOCIAL PROGRAMS: OSTEOPATHIC MEDICAL STUDENTS AND RESIDENTS IN THE NORTHWEST NEED OPPORTUNITIES TO INTERACT WITH EACH OTHER AND CURRENTLY PRACTICING DOS TO FORM PROFESSIONAL AND SOCIAL RELATIONSHIPS. OVER 80% OF DO'S COMPLETING A RESIDENCY WILL BEGAIN PRACTICE WITHIN 150 MILES OF THEIR RESIDENCY. COMPETITION TO GET AND KEEP RESIDENTS IN LOCAL COMMUNITIES IS GREAT. 308971 true true false false false false false false false true true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 2 true false false false false false false true true false 0 false false false false false false false false false false X 13 13 false true false false true true false true true false false true true true true true true true false false X X DAVID TATE 5032227161 1327 SE TACOMA ST PORTLAND OR 972026639 RONALD HIGGINBOTHAM DO BOARD PRESIDENT 2.00 0.00 X X 0 0 0 TJ GRAY II DO PAST PRESIDENT 1.00 0.00 X X 0 0 0 JASON DREWS Treasurer 2.00 0.00 X X 0 0 0 AMBER FIGUEROA DO BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN SAUNDERS BOARD MEMBER 1.00 0.00 X 0 0 0 DAISY DHILLON DO BOARD MEMBER 1.00 0.00 X 0 0 0 CYNTHIA WORDEN DO BOARD MEMBER 1.00 0.00 X 0 0 0 TODD CAPISTRANT DO BOARD MEMBER 1.00 0.00 X 0 0 0 DON GREWELL DO BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN PHAM DO BOARD PRESIDENT 1.00 0.00 X X 0 0 0 DONALD BLACK ESQ BOARD MEMBER 1.00 0.00 X 0 0 0 BYRON PERKINS DO BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID TATE Executive Dir. 40.00 0.00 X 98796 0 21000 98796 21000 0 false false false 0 5892 50976 56868 CONFRENCES 20475 20475 20475 141153 141153 0 0 0 2750165 2326626 423539 423539 423539 0 0 0 0 642035 20475 564692 25000 25000 108000 108000 0 0 100000 53000 10000 37000 0 0 0 28201 16740 1357 10104 0 0 0 21431 21431 0 0 50701 50701 3181 760 2231 190 0 1643 4324 -3493 812 0 0 0 9571 9094 477 0 0 0 0 0 0 PROGRAM EVENT COSTS 62187 62187 INDIRECT EXP ALLOCATION 50611 26824 5061 18726 MISC 2500 2500 BOARD INSURANCE 1898 1898 3156 3042 114 468080 308971 91686 67423 273 5447 0 23150 201 0 0 0 0 0 8306 3583 21972 20715 2951 1257 5683851 6040487 0 0 0 700 5718531 6051675 37881 4820 37881 4820 X 5539266 5885455 58900 41083 82484 120317 5680650 6046855 5718531 6051675 173955 192250 X false false false X 120179 112495 148023 51946 75868 508511 0 0 120179 112495 148023 51946 75868 508511 23708 484803 183438 158109 155811 165005 141153 803516 0 18 -17632 -77009 -50814 -145437 1166590 1475 0.41560 0.37540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82484 37833 120317 42266 40218 7934 7934 82484 109026 66760 42266 109026 109026 42266 66760 109026 1.00000 false false false 21972 20715 1257 1257 Part V, Line 4: Intended uses of the endowment fund. PART V, LINE 4 UNRISTRICTED 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. true 0 0 SCHOLARSHIPS TO INDIVIDUALS 17 108000 Additional Supplemental Information GRANTS TO STATE ASSOCIATIONS ARE TO ASSIST WITH EXPENSES OF CME CONFRENCES AND REPRESENTATIVES OF THE ORGANIZATION ATTEND THESE CONFERENCES. SCHOLARSHIPS FOR MEDICAL STUDENTS ARE PAID DIRECTLY TO THE SCHOOL AND ARE CREDITED TO THE STUDENTS TUITION. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company GENERAL ACCOUNTING, INCLUDING ACCOUNTS PAYABLE, BANK RECONCILIATIONS AND ALL OF ACCOUNTING PROCESSES INCLUDING PREPERATION OF FINANCIAL STATEMENTS ARE HANDELED BY AN OUTSIDE ACCOUNTING FIRM UNDER BOARD APPROVED PROCEDURES. INVESTMENT MANAGEMENT IS HANDLED BY AN INVESTMENT ADVISOR THAT MEETS SEMI-ANUALLY WITH INVESTMENT COMMITTEE AND WORKS UNDER A BOARD APPROVED INVESTMENT POLICY. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder ONE CLASS OF MEMBERS ELECT THE OFFICERS OF THE BOARD OF DIRECTORS Form 990, Part VI, Line 11b: Form 990 Review Process COPIES OF THE 990 WILL BE DISTRIBUTED TO ALL BOARD OF DIRECTORS (GOVERNING BODY) MEMBERS INDICATING THEY SHOULD REVIEW THE DOCUMENT AND HAVE QUESTIONS AND CONCERNS DIRECTED THROUGH THE EXECUTIVE DIRECTOR BY A GIVEN DEADLINE. IN THE EVENT THAT ANY QUESTIONS OR CONCERNS COULD NOT BE RESOLVED, A SPECIAL MEETING OF TEH BOARD OF DIRECTORS WOULD BE HELD AND THE ISSUES RESOLVED BEFOREW FILING WITH THE IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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 COMMITTEE DURING THE DECSION PROCESS. CONTRIBUTIONS TO AFDMA WERE REVIEWED BY THE EXECUTIVE DIRECTOR AT THE TIME AND DETERMINED TO NOT BE A CONFLICT OF INTEREST. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE BOARD REVIEWS COMPENSATION PAID TO EXECUTIVE DIRECTORS AT OTHER NON-PROFIT ORGANIZATIONS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND IRS FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST