STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION (EIN 93-0882138)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-10
IRS object ID
201322839349300737
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-10-10T15:05:37-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN930900579EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD JACOBS PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1520 SW YAMHILL STE 500AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN930882138EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST OSTEOPATHIC MEDICAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNORTNameControl
Phone5032227161Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11327 SE TACOMA ST NO 326AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID TATEName
TitleEXECUTIVE DIRECTORTitle
Phone5032227161Phone
Date Signed2013-10-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSANG AHNName
PTINP00540880PTIN
Phone5032270581Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonDAVID TATENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11327 SE TACOMA ST NO 326AddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3379825GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NWOSTEO.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1985YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionIMPROVE THE HEALTH OF THE COMMUNITY AND PROMOTE UNDERSTANDING OF OSTEOPATHIC MEDICINE.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers20TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year148018ContributionsGrantsPriorYear
Contributions Grants Current Year51946ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year442040InvestmentIncomePriorYear
Investment Income Current Year220140InvestmentIncomeCurrentYear
Other Revenue Prior Year-64451OtherRevenuePriorYear
Other Revenue Current Year-50814OtherRevenueCurrentYear
Total Revenue Prior Year525607TotalRevenuePriorYear
Total Revenue Current Year221272TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year115100GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY114600GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year203560SalariesEtcPriorYear
Salaries Etc Current Year183346SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year25130TotalFundrsngExpCurrentYear
Other Expense Prior Year69003OtherExpensePriorYear
Other Expenses Current Year108425OtherExpensesCurrentYear
Total Expenses Prior Year387663TotalExpensesPriorYear
Total Expenses Current Year406371TotalExpensesCurrentYear
Revenues Less Expenses Prior Year137944RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-185099RevenuesLessExpensesCY
Total Assets BOY5556137TotalAssetsBOY
Total Assets EOY5718531TotalAssetsEOY
Total Liabilities BOY12181TotalLiabilitiesBOY
Total Liabilities EOY37881TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5543956NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5680650NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionA 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense114600Expense
Grants114600Grants
DescriptionOSTEOPATHIC MEDICAL SCHOOL SCHOLARSHIPS:TUITION ASSISTANCE SCHOLARSHIPS ARE PROVIDED TO STUDENTS FROM THE NORTHWEST (AK, ID, MT, OR & WA) FOR THEIR SECOND, THIRD AND FOURTH YEAR OF OSTEOPATHIC MEDICAL SCHOOL.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense140004Expense
DescriptionOSTEOPATHIC EDUCATIONAL AND SOCIAL PROGRAMS:OSTEOPATHIC MEDICAL STUDENTS AND RESIDENTS IN THE NORTHWEST (AK, ID, OR & WA) NEED OPPORTUNITIES TO INTERACT WITH EACH OTHER AND CURRENTLY PRACTICING DOS TO FORM PROFESSIONAL AND SOCIAL RELATIONSHIPS. SINCE OVER 80% OF DOCTORS COMPLETING A RESIDENCY WILL BEGIN PRACTICE WITHIN 150 MILES OF WHERE THEY COMPLETE A SUCCESSFUL RESIDENCY, COMPETITION TO GET AND KEEP RESIDENTS IN LOCAL COMMUNITIES IS GREAT. SUCCESSFUL RESIDENCIES HAVE MANY COMPONENTS, BUT HAPPY PARTNERS AND FAMILIES IS ONE OF THE MOST OBVIOUS YET OVERLOOKED COMPONENTS. FOUNDATION PROGRAMS HELP REINFORCE STRONG AND HAPPY PARTNERS AND FAMILIES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense71000Expense
DescriptionOSTEOPATHIC PHYSICIANS CONTINUING MEDICAL EDUCATION:THE AVERAGE SALARY OF A PRIMARY CARE PHYSICIAN IN THE US IS UNDER $180,000 IN 2012, YET THE AVERAGE DO WILL GRADUATE FROM MEDICAL SCHOOL WITH OVER $260,000 OF DEBT FROM MEDICAL SCHOOL ALONE. PROVIDING CONTINUING MEDICAL EDUCATION OPPORTUNITIES FOR PRIMARY CARE PHYSICIANS AT AFFORDABLE PRICES IS A KEY PROGRAM OF THE FOUNDATION.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense4452Expense
DescriptionPRE-MED EDUCATIONAL OPPORTUNITIES IN OSTEOPATHIC MEDICINEDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp4452TotalOfOtherProgramServiceExp
Total Program Service Expense330056TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees3NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DAVID TATEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5032227161TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11035 SE TACOMA STAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97202ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
RONALD HIGGINBOTHAM DO
BOARD PRESIDENT2.00XX000
TJ GRAY II DO
BOARD PAST PRESIDENT1.00XX000
JENNIFER LETOURNEAU DO
BOARD PRESIDENT ELECT1.00XX000
JASON DREWS
TREASURER2.00XX000
AMBER FIGUEROA DO
BOARD MEMBER1.00X000
PETER DENGENIS
BOARD MEMBER1.00X000
KRISTY FLEMING
BOARD MEMBER1.00X000
ALISSA CRAFT DO
BOARD MEMBER1.00X000
STEPHEN SAUNDERS
BOARD MEMBER1.00X000
DAISY DHILLON DO
BOARD MEMBER1.00X000
AMY KALUZA DO
BOARD MEMBER1.00X000
CYNTHIA WORDEN DO
BOARD MEMBER1.00X000
TODD CAPISTRANT DO
BOARD MEMBER1.00X000
DON GREWELL DO
BOARD MEMBER1.00X000
JOHN PHAM DO
BOARD MEMBER1.00X000
DONALD BLACK ESQ
BOARD MEMBER1.00X000
BYRON PERKINS DO
BOARD MEMBER1.00X000
DAVID TATE
EXECUTIVE DIRECTOR (INCOMING)40.00X4166706433
NED ROSCH
EXECUTIVE DIRECTOR (OUTGOING)40.00X69815015258
FieldValueIRS element (for citing)
Total Reportable Comp From Org111482TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation21691TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues1000MembershipDues
Fundraising Events50946FundraisingEvents
Total Contributions51946TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column165005TotalRevenueColumn
Exclusion$165,005ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3144684Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3089549Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities55135Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column55135TotalRevenueColumn
Exclusion$55,135ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events18190GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events50946CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses69004FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-50814TotalRevenueColumn
Exclusion-$50,814ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column221272TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$169,326ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total114600Total
Program Services114600ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total133173Total
Program Services101558ProgramServices
Management And General27878ManagementAndGeneral
Fundraising3737Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total34111Total
Program Services31075ProgramServices
Management And General1893ManagementAndGeneral
Fundraising1143Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4077Total
Management And General4077ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total11985Total
Program Services10572ProgramServices
Management And General1020ManagementAndGeneral
Fundraising393Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total10820Total
Management And General10820ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4340Total
Management And General4340ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total666Total
Program Services459ProgramServices
Management And General207ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total15980Total
Program Services133ProgramServices
Management And General15847ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total20742Total
Management And General20742ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total11425Total
Program Services2858ProgramServices
Management And General8524ManagementAndGeneral
Fundraising43Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1165Total
Program Services1000ProgramServices
Management And General65ManagementAndGeneral
Fundraising100Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1433Total
Management And General1433ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2603Total
Management And General2603ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralFundraisingFundraisingProgram ServicesProgramServices
LEGAL SETTLEMENT2200022000
INDIRECT EVENT EXPENSES1725117251
INDIRECT EXPENSE ALLOCA0-70264246367801

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total406371Total
Program Services330056ProgramServices
Management And General51185ManagementAndGeneral
Fundraising25130Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY17089BOY
EOY273EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY23150EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1370BOY
EOY8306EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis21972LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec19021LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3208BOY
EOY2951EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5534470BOY
EOY5683851EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5556137BOY
EOY5718531EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY12181BOY
EOY37881EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY12181BOY
EOY37881EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5501690BOY
EOY5539266EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY58900EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY42266BOY
EOY82484EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5543956BOY
EOY5680650EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5556137BOY
EOY5718531EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-185099ReconcilationRevenueExpenses
Reconciliation Unrealized Invest369034ReconciliationUnrealizedInvest
Reconcilation Invest Expenses-49291ReconcilationInvestExpenses
Reconcilation Prior Adjustment2050ReconcilationPriorAdjustment
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years91175CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years120179CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years112495CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year148023CurrentTaxYearMinus1Year
Current Tax Year51946CurrentTaxYear
Total523818Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years91175CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years120179CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years112495CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year148023CurrentTaxYearMinus1Year
Current Tax Year51946CurrentTaxYear
Total523818Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total46151AmountsSubstContributorsTotal
Public Support Total170477667PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years231582CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years183438CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years158109CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year155811CurrentTaxYearMinus1Year
Current Tax Year165005CurrentTaxYear
Total893945Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years146CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years-17632CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year-77009CurrentTaxYearMinus1Year
Current Tax Year-50814CurrentTaxYear
Total-145291Total
FieldValueIRS element (for citing)
Total Support1272472TotalSupport
Gross Receipts From Admissions Etc69577GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.37540PublicSupportPertcentage170
Public Support Pertcent Prior Year0.39260PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals381241FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals381241FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals76248FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals19062FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus374248CurrentYearMinus3
Current Year Minus268327CurrentYearMinus2
Current Year Minus177533CurrentYearMinus1
Current Year76248CurrentYear
Total296356Total
FieldValueIRS element (for citing)
Lobbying Ceiling$444,534LobbyingCeilingAmount

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus318562CurrentYearMinus3
Current Year Minus217082CurrentYearMinus2
Current Year Minus119383CurrentYearMinus1
Current Year19062CurrentYear
Total74089Total
FieldValueIRS element (for citing)
Grassroots Ceiling$111,134GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance42266BeginningOfYearBalance
Contributions40218Contributions
Investment Earnings Or Losses7934InvestmentEarningsOrLosses
Grants Or Scholarships7934GrantsOrScholarships
End Of Year Balance82484EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance109026BeginningOfYearBalance
Other Expenditures66760OtherExpenditures
End Of Year Balance42266EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance109026BeginningOfYearBalance
End Of Year Balance109026EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance42266BeginningOfYearBalance
Contributions66760Contributions
End Of Year Balance109026EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance42266BeginningOfYearBalance
End Of Year Balance42266EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R0AreRelatedOrgsListedScheduleR

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis21972OtherCostOrOtherBasis
Depreciation19021Depreciation
Book Value2951BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2951TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt610019TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments369034NetUnrealizedGainsInvestments
Revenue Not Rptd F990369034RevenueNotRptdF990
Revenue Subtotal240985RevenueSubtotal
Investment Expenses Not Included49291InvestmentExpensesNotIncluded
Other Revenues Not Included-69004OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-19713RevenueNotRptdOnFinStmt
Total Revenue Per Form990221272TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt475375TotExpensesEtcAuditedFinclStmt
Other Expenses Included69004OtherExpensesIncluded
Expenses Not Rptd F99069004ExpensesNotRptdF990
Expenses Subtotal406371ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990406371TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT EVENT EXPENSES RECLASSIFIED FROM EXPENSES -69,004.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT EVENT EXPENSES RECLASSIFIED FROM EXPENSES 69,004.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1FOUNDERS' DINNERNameOfEvent1
Gross Receipts Event169136GrossReceiptsEvent1
Charitable Contributions Event150946CharitableContributionsEvent1
Gross Revenue Event118190GrossRevenueEvent1
Food And Beverage Event169004FoodAndBeverageEvent1
Gross Receipts Total69136GrossReceiptsTotal
Charitable Contributions Total50946CharitableContributionsTotal
Gross Revenue Total Events18190GrossRevenueTotalEvents
Food And Beverage Total Events69004FoodAndBeverageTotalEvents
Direct Expense Summary Events69004DirectExpenseSummaryEvents
Net Income Summary-50814NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
WESTERN UNIVERSITY - COLLEGE OF OSTEOPATHIC MEDICINE OF THE PACIFIC-NORTH
200 MULLINS DRLEBANONOR97355953127273501(C)(3)14000TUITION ASSISTANCE
AT STILL UNIVERSITY - SCHOOL OF OSTEOPATHIC MEDICINE
800 W JEFFERSON STKIRKSVILLEMO63501430356250501(C)(3)12000TUITION ASSISTANCE
ARIZONA COLLEGE OF OSTEOPATHIC MEDICINE OF MIDWESTERN UNIVERSITY
19555 NORTH 59TH AVENUEGLENDALEAZ85308363377698501(C)(3)9000TUITION ASSISTANCE
PACIFIC NORTHWEST UNIVERSITY - COLLEGE OF OSTEOPATHIC MEDICINE
111 UNIVERSITY PKWYYAKIMAWA98901061744054501(C)(3)25000TUITION ASSISTANCE
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants4TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTS TO STATE ASSOCIATIONS ARE TO ASSIST WITH EXPENSES OF CME CONFERENCES 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 3GENERAL ACCOUNTING, INCLUDING ACCOUNTS PAYABLE, ARE HANDLED BY AN OUTSIDE ACCOUNTING SERVICE UNDER BOARD APPROVED PROCEDURES. INVESTMENT MANAGEMENT IS HANDLED BY AN INVESTMENT MANAGER THAT MEETS SEMI-ANNUALLY WITH INVESTMENT COMMITTEE AND WORKS UNDER A BOARD APPROVED INVESTMENT POLICY.
FORM 990, PART VI, SECTION A, LINE 6ONE CLASS OF MEMBERS ELECT THE OFFICERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7AOF THE 15 MEMBERS OF THE BOARD OF DIRECTORS (GOVERNING BODY), FOUR POSITIONS ARE ELECTED BY THE MEMBERSHIP ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 11COPIES OF THE 990 WILL BE DISTRIBUTED TO ALL BOARD OF DIRECTORS (GOVERNING BODY) MEMBERS INDICATING THEY SHOULD REVIEW THE DOCUMENT AND HAVE ALL QUESTIONS AND CONCERNS DIRECTED THROUGH THE EXECUTIVE DIRECTOR BY A GIVEN DEADLINE. IN THE EVENT THAT ANY OF THOSE QUESTIONS OR CONCERNS COULD NOT BE RESOLVED, A SPECIAL MEETING OF THE BOARD OF DIRECTORS WOULD BE HELD AND THE ISSUES RESOLVED BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE COVERED IN OUR CONFLICT OF INTEREST POLICY. NO MEMBER OF THE IMMEDICATE FAMILY OF A BOARD MEMBER MAY RECEIVE SCHOLARSHIP FUNDS FROM THE ORGANIZATION. THIS IS REVIEWED BY THE SCHOLARSHIP APPLICATION REVIEW COMMITTEE DURING THE DECISION 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, SECTION B, LINE 15ADURING THE HIRING OF A NEW EXECUTIVE DIRECTOR IN 2012, MEMBERS OF THE SELECTION COMMITTEE USED PERSONAL KNOWLEDGE AND EXPERIENCE WORKING WITH OTHER NOT-FOR-PROFIT ORGANIZTIONS TO DETERMINE THE SALARY FOR THE NEW EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.