2025-03-17T19:41:47-05:00 2024-04-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-05-01 237263316 OHIO OSTEOPATHIC FOUNDATION OHIO 6142992107 53 WEST THIRD AVENUE COLUMBUS OH 43201 HEIDI WEBER EXECUTIVE DIRECTOR 6142992107 2025-03-17 1 0 KATHY M MOSELEY P00116760 6142211120 2025-03-17 2023 2025-03-06 01:10:19Z MATT HARNEY 53 WEST THIRD AVENUE COLUMBUS OH 43201 436343 0 X WWW.OHIODO.ORG X 1963 OH SEE SCHEDULE O 10 9 0 10 0 0 28540 15060 289009 225934 58098 64007 1931 0 377578 305001 47000 45900 0 0 0 0 0 0 0 315948 262866 362948 308766 14630 -3765 1647911 1491074 258668 8657 1389243 1482417 X TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES; TO SUPPORT EDUCATION AND RESEARCH IN OHIO THROUGH SCHOLARSHIPS & GRANTS TO OSTEOPATHIC COLLEGES AND INSTITUTIONS; TO PROMOTE THE OSTEOPATHIC PROFESSION THROUGH PUBLIC EDUCATION PROGRAMS. 0 0 280502 39000 225934 TO PROVIDE CONTINUING MEDICAL EDUCATION AND LEADERSHIP DEVELOPMENT PROGRAMS FOR THE OSTEOPATHIC PROFESSION. 6900 6900 0 TO SUPPORT EDUCATION AND RESEARCH IN OHIO THROUGH SCHOLARSHIPS AND SUPPORT TO OSTEOPATHIC MEDICAL STUDENTS AND COLLEGES. 287402 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X HEIDI WEBER 6142992107 53 W THIRD ST COLUMBUS OH 43201 MATTHEW W HARNEY PRESIDENT (THRU 5/19/2023) 2.50 40.00 X X 0 52831 8678 JENNIFER L GWILYM DO CHAIR 2.50 5.00 X X 0 0 0 NICKLAUS J HESS DO VICE CHAIR 2.50 5.00 X X 0 0 0 ANDREW J EILERMAN DO TRUSTEE 2.50 X 0 0 0 EDWARD E HOSBACH II DO TRUSTEE 2.50 5.00 X 0 0 0 MARK S JEFFRIES DO TRUSTEE 2.50 X 0 0 0 PAUL T SCHEATZLE DO TRUSTEE 2.50 X 0 0 0 M TERRANCE SIMON DO TRUSTEE 2.50 X 0 0 0 HEIDI WEBER MBA TRUSTEE 2.50 X 0 0 0 SHARON L GEORGE DO TRUSTEE 2.50 X 0 0 0 0 52831 8678 0 0 0 0 0 175 14885 15060 SYMPOSIUM 541900 225934 225934 225934 54744 54744 140605 131342 9263 9263 9263 305001 225934 0 64007 39000 39000 6900 6900 13195 13195 13164 13164 8200 8200 5024 5024 200796 200796 STUDENT ACTIVITIES 16273 16273 EDUCATIONAL PROGRAMS 5365 5365 MISCELLANEOUS 849 849 308766 287402 21364 0 270547 16766 49355 39247 4242 2162 52822 52822 0 0 954113 980591 369654 452308 1647911 1491074 258668 8657 258668 8657 X 301540 327131 1087703 1155286 1389243 1482417 1647911 1491074 -3765 96939 0 X X 1 X 0 1 0 X X X 1 OHIO OSTEOPATHIC ASSOCIATION 316049335 10 1 36000 0 1 36000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: OHIO OSTEOPATHIC FOUNDATION (OOF) SUPPORTS OHIO OSTEOPATHIC ASSOCIATION (OOA), AN ORGANIZATION EXEMPT UNDER IRC SECTION 501(C)(6). OOF CONFIRMED THAT OOA IS A QUALIFIED SECTION 501(C)(6) ORGANIZATION AND THAT OOA WOULD PASS THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: THE OOA DEDICATES RESOURCES TO CONTINUING MEDICAL EDUCATION (CME) OFFERINGS. THIS EDUCATIONAL PROGRAMMING ENCOMPASSES A BROAD ARRAY OF CLINICAL TOPICS AS WELL AS ADDITIONAL COMPETENCIES SUCH AS PATIENT CARE OPTIMIZATION, COMMUNICATION, AND PROFESSIONALISM. EDUCATION PROGRAMS ARE LED BY A CME CHAIR OR COMMITTEE AND COORDINATED THROUGH THE DIRECTOR OF EDUCATION. OOF OFFICERS ALSO SERVE ON THE OOA BOARD AND HELP ENSURE PROGRAM COORDINATION. 1087703 116332 48749 1155286 1142063 10000 -10960 53400 1087703 1358707 10000 -171350 53483 1811 1142063 1065736 10000 282971 1358707 1065537 10000 -9801 1065736 0.67474 0.32526 0 0 52822 52822 0 0 AMERICAN BOND FUND OF AMERICA CLASS F2 85314 F AMERICAN GROWTH FUND OF AMERICA CLASS F2 89503 F AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 90624 F SPDR S&P 500 ETF TR UNIT 99392 F TRANSAMERICA SHORT-TERM BOND FUND CLASS I 87475 F 452308 X PART V, LINE 4: NELSON J. MUSSON, DO STUDENT TUITION LOAN FUND: THE NELSON J. MUSSON, DO STUDENT TUITION LOAN PROGRAM GIVES FIRST PREFERENCE TO LOAN APPLICATIONS FROM OSTEOPATHIC STUDENTS WHO ARE ORIGINALLY FROM NORTHWEST OHIO OR PLAN ON ATTENDING A RESIDENCY PROGRAM IN NORTHWEST OHIO. TO BE ELIGIBLE FOR THE LOAN, THE APPLICANT MUST BE A STUDENT AT AN ACCREDITED OSTEOPATHIC COLLEGE, A RESIDENT OF OHIO, HAVE FINANCIAL NEED AND MAINTAIN A PASSING GRADE POINT AVERAGE. FIRST PRIORITY IS GIVEN TO SENIOR OSTEOPATHIC MEDICAL STUDENTS, BUT APPLICATIONS ARE ACCEPTED FROM ALL CLASSES BASED ON NEED. THE LOAN IS INTEREST-FREE DURING IN-SCHOOL PERIOD, AND UNLESS A WAIVER IS REQUESTED, REQUIRES MONTHLY PAYMENTS OF INTEREST ONLY DURING THE INTERNSHIP AND FULL PAYMENT AFTER INTERNSHIP WITH A MAXIMUM REPAYMENT PERIOD OF FIVE YEARS. IN ADDITION, THE FUND PROVIDES STUDENT SUPPORT IN THE FORM OF SCHOLARSHIPS, WHITE COATS, AND OTHER EDUCATIONAL OR PROFESSIONAL ACTIVITIES OR ITEMS. WARREN GENERAL HOSPITAL FUND: THE WARREN GENERAL HOSPITAL FUND SUPPORTS OSTEOPATHIC MEDICAL EDUCATION. THE GIFT ALSO FUNDS EDUCATION INITIATIVES FOR OSTEOPATHIC PHYSICIANS AND OSTEOPATHIC MEDICAL STUDENTS IN OHIO; RESEARCH, ADVANCEMENT, PROMOTION, AND DEVELOPMENT OF OSTEOPATHIC MEDICINE; AND SCHOLARSHIPS, GRANTS-IN-AID AND OTHER FINANCIAL ASSISTANCE TO STUDENTS AT OSTEOPATHIC EDUCATIONAL FACILITIES WITH FIRST PRIORITY TO STUDENTS RESIDING IN TRUMBULL AND MAHONING COUNTIES. THREE MEMBERS OF THE WARREN GENERAL HOSPITAL BOARD SERVE ON A COMMITTEE TO ADVISE THE OOF BOARD ON PROPOSED GRANTS. PART X, LINE 2: THE FOUNDATION ANNUALLY EVALUATES TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER TAX POSITIONS THE FOUNDATION TAKES WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS, WOULD MEET THE DEFINITION OF UNCERTAIN TAX POSITION. AS OF APRIL 30, 2024 AND 2023, NO TAX ACCRUAL WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. 1 OHIO OSTEOPATHIC ASSOCIATION 53 WEST THIRD AVENUE COLUMBUS OH 43201 316049335 501(C)6 36000 0 PROGRAMMATIC SUPPORT 1 PART I, LINE 2: APPROVED GRANTS ARE MONITORED BY THE FOUNDATION TO ENSURE THAT THE FUNDS ARE BEING USED AS STATED. FORM 990, PART I, LINE 1 TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES; TO SUPPORT EDUCATION AND RESEARCH IN OHIO THROUGH SCHOLARSHIPS AND GRANTS TO OSTEOPATHIC COLLEGES AND INSTITUTIONS; AND TO PROMOTE THE OSTEOPATHIC PROFESSION THROUGH PUBLIC EDUCATION PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF ACCOUNTING AND CHIEF EXECUTIVE OFFICER REVIEW THE 990 PRIOR TO ITS FILING WITH THE IRS AND MAKE INQUIRIES OF THE PREPARER. SUBSEQUENTLY, A COPY OF THE FORM 990 IS EMAILED TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO THE RETURN BEING FILED. THE FORM IS FURNISHED TO ANYONE, UPON REQUEST, WHO WISHES TO REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES THAT ITS OFFICERS, TRUSTEES, AND KEY EMPLOYEES ANNUALLY DISCLOSE ANY CONFLICT OF INTEREST THEREBY MONITORING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION DOES NOT COMPENSATE ITS CHIEF EXECUTIVE OFFICER. INSTEAD, COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION WHICH USES ALL THREE ITEMS IN ADDITION TO REVIEWING THE FORM 990S OF OTHER ORGANIZATIONS. FINALLY, THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT. THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES WHO QUALIFY AS EITHER AN OFFICER OR KEY EMPLOYEE. IF IT DID, THE SAME PROCESS WOULD BE USED. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION BY PLACING THEM ON ITS WEBSITE, WWW.OHIODO.ORG. IN ADDITION, THE DOCUMENTS ARE AVAILABLE UPON REQUEST AND VIA ANOTHER'S WEBSITE, ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. OHIO OSTEOPATHIC ASSOCIATION 53 WEST THIRD AVENUE COLUMBUS OH 43201 316049335 PROMOTION OF OSTEOPATHIC MEDICINE OH 501(C)(6) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0