EXECUTIVE DIRECTOR

2012-11-13T12:31:13-06:00 2011-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2011-01-01 930882138 NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION NORT 5032227161 1410 SW MORRISON STREET NO 700 PORTLAND OR 97205 DAVID TATE EXECUTIVE DIRECTOR 5032227161 2012-11-07 1 SANG AHN P00540880 5032270581 2011 2016-02-24 21:20:13Z DAVID TATE 1410 SW MORRISON STREET NO 700 PORTLAND OR 97205 3641931 0 X WWW.NWOSTEO.ORG X 1985 OR IMPROVE THE HEALTH OF THE COMMUNITY AND PROMOTE UNDERSTANDING OF OSTEOPATHIC MEDICINE. 18 18 3 0 0 0 112495 148018 0 0 409390 442040 -17632 -64451 504253 525607 93663 115100 0 0 186098 203560 0 0 27014 61872 69003 341633 387663 162620 137944 5953543 5556137 9694 12181 5943849 5543956 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 115100 115100 GRANTS AND SCHOLARSHIPS:GRANTS AND SCHOLARSHIPS ARE AWARDED TO FUND EDUCATIONAL PROGRAMS AND RESEARCH INTENDED TO INFORM THE PUBLIC ABOUT OSTEOPATHIC MEDICAL PRINCIPLES. 225700 PROGRAMS AND SERVICES:PROGRAMS AND SERVICES PROMOTE HEALTH EDUCATION TO THE GENERAL PUBLIC, PROVIDE LOANS TO OSTEOPATHIC PHYSICIANS TO ESTABLISH PRACTICES IN UNDERSERVED AREAS, FUND MEDICAL EQUIPMENT FOR EDUCATION, AND RESEARCH AND SUPPORT NON-PROFIT ORGANIZATIONS SERVING FAMILIES AND CHILDREN. 340800 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X NED ROSCH 5032227161 1410 SW MORRISON ST SUITE 700 PORTLAND OR 97205 TJ GRAY II PRESIDENT 2.00 X X 0 0 0 RONALD HIGGINBOTHAM PRESIDENT-ELECT 1.00 X X 0 0 0 JENNIFER LETOURNEAU SECRETARY 1.00 X X 0 0 0 CHARLES GROSS TREASURER 1.00 X X 0 0 0 BYRON PERKINS PRESIDENT EMERITUS 1.00 X X 0 0 0 JERRY STEWART REGIONAL REPRESENTATIVE 1.00 X 0 0 0 CHARLES ROSS REGIONAL REPRESENTATIVE 1.00 X 0 0 0 AMBER FIGUEROA REGIONAL REPRESENTATIVE 1.00 X 0 0 0 ROBIN RICHARDSON COMMUNITY BOARD MEMBER 1.00 X 0 0 0 PETER DENGENIS COMMUNITY BOARD MEMBER 1.00 X 0 0 0 KRISTY FLEMING COMMUNITY BOARD MEMBER 1.00 X 0 0 0 STEPHEN SAUNDERS COMMUNITY BOARD MEMBER 1.00 X 0 0 0 VINCE WHITING COMMUNITY BOARD MEMBER 1.00 X 0 0 0 ALISSA CRAFT COMMUNITY BOARD MEMBER 1.00 X 0 0 0 DAISY DHILLON COMMUNITY BOARD MEMBER 1.00 X 0 0 0 DAVID GREGER COMMUNITY BOARD MEMBER 1.00 X 0 0 0 AMY KALUZA COMMUNITY BOARD MEMBER 1.00 X 0 0 0 CYNTHIA WORDEN COMMUNITY BOARD MEMBER 1.00 X 0 0 0 NED ROSCH EXECUTIVE DIRECTOR 40.00 X 108680 0 16397 108680 0 16397 1 0 0 0 0 1775 80896 65347 148018 155814 155814 3334100 3047874 286226 286226 286226 750 80896 68450 -67700 -67700 MISCELLANEOUS INCOME 900099 3249 3249 3249 525607 0 0 377589 21000 21000 94100 94100 125077 105123 6651 13303 54775 46036 2913 5826 11232 9440 597 1195 12476 10100 1100 1276 6812 6812 6331 3606 2725 3000 3000 14584 294 14290 3281 3281 26139 26139 2418 1966 452 3106 1304 1186 616 699 699 2633 2633 INDIRECT EXPENSE ALLOCA 0 48437 -50510 2073 387663 340800 19849 27014 6742 17089 3325 1370 20796 17588 0 3208 5943476 5534470 5953543 5556137 9694 12181 9694 12181 X 5901583 5501690 42266 42266 5943849 5543956 5953543 5556137 X 137944 -537837 X 0 0 0 X 79571 91175 120179 112495 148023 551443 79571 91175 120179 112495 148023 551443 17923 533520 170726 231582 183438 158109 155811 899666 2205 146 18 -17632 -77009 -92272 1358837 82280 0.39260 0.33920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 387663 387663 77533 19383 0 0 106992 74248 68327 77533 327100 490650 26748 18562 17082 19383 81775 122663 109026 66760 42266 109026 109026 42266 66760 109026 42266 42266 1.00000 1 0 20796 17588 3208 3208 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIP FUNDS. GOLF 24121 23821 300 4752 3397 2123 FOUNDERS' DINNER 57525 57075 450 44184 1714 12280 81646 80896 750 48936 5111 14403 68450 -67700 1 X SCHOLARSHIPS 24 94100 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ASSOCIATIONS OUTLINE PROPOSAL WHEN APPLYING FOR GRANTS AND ARE ASKED TO SUBMIT AN ACCOUNTING OF HOW THE FUNDS WERE USED. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY EXECUTIVE COMMITTEE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER AND THE EXECUTIVE DIRECTOR SIGNED A CONFLICT OF INTEREST STATEMENT. EACH IS EXPECTED TO ABIDE BY ITS CONTENTS, DISCLOSING ANY AND ALL POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION WAS LAST UNDERTAKEN 3 YEARS AGO FOR THE EXECUTIVE DIRECTOR AND PROJECT MANAGER. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -537,837.