2024-09-27T18:21:37-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 936022441 OREGON MEDICAL EDUCATION FOUNDATION OREG 5036198129 11740 SW 68TH PARKWAY 100 PORTLAND OR 97223 CARIN MATEYKO EXECUTIVE DIRECTOR 5036198129 2024-09-27 1 YEE LEE MCGEE P01294356 5032222515 2023 2024-10-15 13:58:12Z CARIN MATEYKO 11740 SW 68TH PARKWAY 100 PORTLAND OR 97223 235124 0 X THEOMEF.ORG X 1961 OR THE OREGON MEDICAL EDUCATION FOUNDATION (OMEF) IF DEDICATED TO THE ADVANCEMENT OF MEDICAL SCIENCE THROUGH EDUCATION. 14 14 2 37 0 0 139419 167939 0 0 28927 36094 -9993 -20622 158353 183411 97139 102906 0 0 101784 101574 0 0 27587 32736 57891 231659 262371 -73306 -78960 1617221 1656934 149248 63494 1467973 1593440 X TO DO OUR PART FOR A STRONGER AND HEALTHIER OREGON BY SUPPORTING AND ENCOURAGING STUDENTS ALONG THEIR PERSONAL CONTINUUMS OF MEDICAL EDUCATION.CONTINUED ON SCHEDULE O.OMEF ALSO STRIVES TO BE GOOD PARTNERS TO PROSPECTIVE STUDENTS FACING BARRIERS TO ENTERING THE PROFESSION, AND TO THE WIDER COMMUNITY THROUGH SUPPORT OF PUBLIC HEALTH AND WELLNESS EDUCATION PARTNERSHIPS. 0 0 187486 102906 THE OREGON MEDICAL EDUCATION FOUNDATION (OMEF) DISTRIBUTED $80,000 IN SCHOLARSHIP AWARDS IN 2023 TO STUDENTS PURSUING A MEDICAL EDUCATION. IN ADDITION, THE FOUNDATION ALSO PROVIDED MULTIPLE GRANTS TOTALING $22,906 TO SUPPORT THE MISSION. 187486 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X CARIN MATEYKO 5036198129 11740 SW 68TH PARKWAY SUITE 100 PORTLAND OR 97223 WILLIAM PIERCE MDPHD PRESIDENT 0.50 X X 0 0 0 GEORGE H CASPAR MD TREASURER 0.20 X X 0 0 0 JOHN C MOORHEAD MD SECRETARY 0.20 X X 0 0 0 ALLISON ABRAHAM DO DIRECTOR 0.20 X 0 0 0 BRYAN BOEHRINGER DIRECTOR 0.20 X 0 0 0 STACY CARMICHAEL DIRECTOR 0.20 X 0 0 0 LAUREN GARRISON DIRECTOR 0.20 X 0 0 0 BETH IRISH RN DIRECTOR 0.20 X 0 0 0 PAT KENNEY-MOORE PA-C EDD DIRECTOR 0.20 X 0 0 0 ANDREAD MATSUMURA MD MS DIRECTOR 0.20 X 0 0 0 CAROLINA REGALADO MURILLO DIRECTOR 0.20 X 0 0 0 NELLY NOUBOUSSI DIRECTOR 0.20 X 0 0 0 CS SHEFFIELD DIRECTOR 0.20 X 0 0 0 WILL WINTER III MD DIRECTOR 0.20 X 0 0 0 JULIE DAVIDSON EXECUTIVE DIRECTOR 30.00 X 60290 0 20044 60290 0 20044 0 0 0 0 0 25275 142664 167939 36094 36094 25022 25275 51713 -26691 -26691 MISCELLANEOUS 900099 6069 0 6069 6069 183411 0 0 15472 10150 10150 92756 92756 80334 40167 24101 16066 14375 7188 4311 2876 6865 3432 2060 1373 2700 2700 11376 11376 3500 3500 5790 2295 1377 2118 3636 1818 1091 727 23691 23018 157 516 64 18 11 35 OTHER EXPENSES 4894 4404 114 376 PHYSICIAN LITIGATION ST 2240 2240 262371 187486 47298 27587 3566 555 149220 260019 14182 10045 600 2449 1150 64 0 1086 1449653 1382780 1617221 1656934 149248 63494 149248 63494 X 896487 948054 571486 645386 1467973 1593440 1617221 1656934 -78960 204427 0 X 1 X 0 1 0 X 42363 41614 100493 139419 167939 491828 42363 41614 100493 139419 167939 491828 293390 198438 33902 28543 24413 28927 36094 151879 2323 359 9185 7378 6069 25314 669021 0.29660 0.35310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 2,323. 2020 AMOUNT: $ 359. 2021 AMOUNT: $ 9,185. 2022 AMOUNT: $ 7,378. 2023 AMOUNT: $ 6,069. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 493692 85215 19762 559145 615068 -101613 19763 493692 557948 75110 17990 615068 498970 76324 17346 557948 425310 90757 17097 498970 1.00000 0 0 1150 64 1086 1086 PART V, LINE 4: THE PURPOSE OF THE OREGON MEDICAL EDUCATION FOUNDATION FURTHERING MEDICAL EDUCATION ENDOWMENT FUND IS TO FOSTER AND SUPPORT THE AVAILABILITY OF FURTHERING MEDICAL EDUCATION FOR OREGON PHYSICIANS WITH PARTICULAR EMPHASIS ON INNOVATIVE EDUCATIONAL PROGRAMMING. FUTURE OF MEDICINE 40095 20531 19564 6000 19109 11150 771 BLAZER EVENT 8965 4744 4221 4357 78 1 1237 0 1237 6801 3353 94 50297 25275 25022 12801 22462 15507 943 51713 -26691 1 SCHOLARSHIPS 33 80000 CONFERENCE ASSISTANCE GRANTS 26 12756 PART I, LINE 2: THE FOUNDATION HAS A GRANT OVERSIGHT COMMITTEE CONSISTING OF TWO DIRECTORS, AS WELL AS A GRANT OVERSIGHT POLICY. GRANTS FROM THE OREGON MEDICAL EDUCATION FOUNDATION (OMEF) SHALL BE CONTINGENT ON THE GRANTEE'S AGREEMENT TO PROVIDE OMEF WITH WRITTEN REPORTS OF PROGRESS ON THE PROJECT OR ACTIVITY FOR WHICH THE GRANT WAS MADE. REPORTS SHALL INCLUDE A NARRATIVE OF STEPS MADE TOWARD ACHIEVEMENT OF THE PROJECT OR ACTIVITY'S OBJECTIVES, AN ITEMIZATION OF EXPENDITURES FROM THE GRANT TO DATE, AND SUCH OTHER CONTINGENCIES AS THE BOARD MAY SPECIFY. IF APPROPRIATE, THE REPORT SHALL ALSO INCLUDE A STATEMENT AS TO THE GRANTEE'S ASSESSMENT OF THE FEASIBILITY OF FINAL ACHIEVEMENT OF THE PROJECT OR ACTIVITY'S OBJECTIVES. REPORTS SHALL BE MADE AT SUCH TIMES AS THE OMEF BOARD MAY SPECIFY AND IN ANY CASE SHALL NOT BE LESS THAN ONCE; BY OR BEFORE THE ANNIVERSARY THAT THE FUNDING WAS GRANTED BY THE BOARD. OMEF MAY IMPOSE ADDITIONAL REPORTING OR OTHER REQUIREMENTS. THE OMEF EXECUTIVE COMMITTEE OR A SPECIAL COMMITTEE APPOINTED BY THE PRESIDENT WILL WORK WITH THE GRANTEE TO ASSURE COMPLIANCE WITH THESE STANDING OR ANY OTHER CONDITIONS IMPOSED ON THE GRANT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE ALL ASKED TO FILL OUT A DISCLOSURE FORM ANNUALLY THAT HIGHLIGHTS ANY POSSIBLE CONFLICTS OF INTEREST THAT MAY EXIST. SHOULD A DIRECTOR HAVE A CONFLICT OF INTEREST WITH ANY GRANT REQUEST SUBMITTED, THAT DIRECTOR SHALL RECUSE HIM OR HERSELF FROM THE VOTE TO APPROVE OR DENY FUNDING. FORM 990, PART VI, SECTION B, LINE 15 THE OMEF UTILIZES A VARIETY OF EXTERNAL RESOURCES TO COMPARE AND EVALUATE EXECUTIVE LEVEL POSITIONS. ONE RESOURCE THAT IS CONSULTED IS AN REGULARLY UPDATED SALARY SURVEY GENERATED THROUGH THE CASCADE EMPLOYERS ASSOCIATION AN OREGON-BASED HUMAN RESOURCES FIRM. THE SURVEY PROVIDES COMPARATIVE DATA FOR A BROAD RANGE OF COMPANIES IN OREGON INCLUDING NONPROFIT CORPORATIONS AND BREAKS DOWN DATA INTO POSITION CATEGORIES, COMPANY SIZE, LOCATION AND INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIALBLE TO THE PUBLIC UPON REQUEST.