2013-10-10T15:05:37-05:00 2012-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2012-01-01 930882138 NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION NORT 5032227161 1327 SE TACOMA ST NO 326 PORTLAND OR 97202 DAVID TATE 5032227161 2013-10-08 1 SANG AHN P00540880 5032270581 2012 2016-02-24 21:20:13Z X DAVID TATE 1327 SE TACOMA ST NO 326 PORTLAND OR 97202 3379825 0 X WWW.NWOSTEO.ORG X 1985 OR IMPROVE THE HEALTH OF THE COMMUNITY AND PROMOTE UNDERSTANDING OF OSTEOPATHIC MEDICINE. 15 15 3 20 0 0 148018 51946 0 0 442040 220140 -64451 -50814 525607 221272 115100 114600 0 0 203560 183346 0 0 25130 69003 108425 387663 406371 137944 -185099 5556137 5718531 12181 37881 5543956 5680650 X 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. 0 0 114600 114600 OSTEOPATHIC 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. 140004 OSTEOPATHIC 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. 71000 OSTEOPATHIC 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. 4452 PRE-MED EDUCATIONAL OPPORTUNITIES IN OSTEOPATHIC MEDICINE 4452 330056 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 3 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X DAVID TATE 5032227161 1035 SE TACOMA ST PORTLAND OR 97202 RONALD HIGGINBOTHAM DO 2.00 X X 0 0 0 TJ GRAY II DO 1.00 X X 0 0 0 JENNIFER LETOURNEAU DO 1.00 X X 0 0 0 JASON DREWS 2.00 X X 0 0 0 AMBER FIGUEROA DO 1.00 X 0 0 0 PETER DENGENIS 1.00 X 0 0 0 KRISTY FLEMING 1.00 X 0 0 0 ALISSA CRAFT DO 1.00 X 0 0 0 STEPHEN SAUNDERS 1.00 X 0 0 0 DAISY DHILLON DO 1.00 X 0 0 0 AMY KALUZA DO 1.00 X 0 0 0 CYNTHIA WORDEN DO 1.00 X 0 0 0 TODD CAPISTRANT DO 1.00 X 0 0 0 DON GREWELL DO 1.00 X 0 0 0 JOHN PHAM DO 1.00 X 0 0 0 DONALD BLACK ESQ 1.00 X 0 0 0 BYRON PERKINS DO 1.00 X 0 0 0 DAVID TATE 40.00 X 41667 0 6433 NED ROSCH 40.00 X 69815 0 15258 111482 0 21691 0 0 0 0 0 1000 50946 51946 165005 165005 3144684 3089549 55135 55135 55135 18190 50946 69004 -50814 -50814 221272 0 0 169326 114600 114600 133173 101558 27878 3737 34111 31075 1893 1143 4077 4077 11985 10572 1020 393 10820 10820 4340 4340 666 459 207 15980 133 15847 20742 20742 11425 2858 8524 43 1165 1000 65 100 1433 1433 2603 2603 LEGAL SETTLEMENT 22000 22000 INDIRECT EVENT EXPENSES 17251 17251 INDIRECT EXPENSE ALLOCA 0 67801 -70264 2463 406371 330056 51185 25130 17089 273 23150 1370 8306 21972 19021 3208 2951 5534470 5683851 5556137 5718531 12181 37881 12181 37881 X 5501690 5539266 58900 42266 82484 5543956 5680650 5556137 5718531 -185099 369034 -49291 2050 0 X X 0 1 X 1 0 X 91175 120179 112495 148023 51946 523818 91175 120179 112495 148023 51946 523818 46151 477667 231582 183438 158109 155811 165005 893945 146 18 -17632 -77009 -50814 -145291 1272472 69577 0.37540 0.39260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 381241 381241 76248 19062 0 0 74248 68327 77533 76248 296356 444534 18562 17082 19383 19062 74089 111134 42266 40218 7934 7934 82484 109026 66760 42266 109026 109026 42266 66760 109026 42266 42266 1.00000 0 1 0 21972 19021 2951 2951 610019 369034 369034 240985 49291 -69004 -19713 221272 475375 69004 69004 406371 0 406371 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. FOUNDERS' DINNER 69136 50946 18190 69004 69136 50946 18190 69004 69004 -50814 1 WESTERN UNIVERSITY - COLLEGE OF OSTEOPATHIC MEDICINE OF THE PACIFIC-NORTH 200 MULLINS DR LEBANON OR 97355 953127273 501(C)(3) 14000 TUITION ASSISTANCE AT STILL UNIVERSITY - SCHOOL OF OSTEOPATHIC MEDICINE 800 W JEFFERSON ST KIRKSVILLE MO 63501 430356250 501(C)(3) 12000 TUITION ASSISTANCE ARIZONA COLLEGE OF OSTEOPATHIC MEDICINE OF MIDWESTERN UNIVERSITY 19555 NORTH 59TH AVENUE GLENDALE AZ 85308 363377698 501(C)(3) 9000 TUITION ASSISTANCE PACIFIC NORTHWEST UNIVERSITY - COLLEGE OF OSTEOPATHIC MEDICINE 111 UNIVERSITY PKWY YAKIMA WA 98901 061744054 501(C)(3) 25000 TUITION ASSISTANCE 4 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. FORM 990, PART VI, SECTION A, LINE 3 GENERAL 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 6 ONE CLASS OF MEMBERS ELECT THE OFFICERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A OF 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 11 COPIES 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 12C ALL 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 15A DURING 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 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.