2025-07-31T18:57:17-05:00 2024-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-01-01 936022441 OREGON MEDICAL EDUCATION FOUNDATION OREG 5036198129 11740 SW 68TH PARKWAY 100 PORTLAND OR 97223 CARIN MATEYKO EXECUTIVE DIRECTOR 5036198129 2025-07-31 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z CARIN MATEYKO 11740 SW 68TH PARKWAY 100 PORTLAND OR 97223 211444 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 3 37 0 0 167939 166316 0 0 36094 39878 -20622 -26930 183411 179264 102906 99670 0 0 101574 171199 0 0 43457 57891 37379 262371 308248 -78960 -128984 1656934 1747840 63494 114074 1593440 1633766 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 194390 99670 THE OREGON MEDICAL EDUCATION FOUNDATION (OMEF) DISTRIBUTED $81,000 IN SCHOLARSHIP AWARDS IN 2024 TO STUDENTS PURSUING A MEDICAL EDUCATION. IN ADDITION, THE FOUNDATION ALSO PROVIDED MULTIPLE GRANTS TOTALING $18,670 TO SUPPORT THE MISSION. 194390 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 3 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 JOHN C MOORHEAD MD MS TREASURER 0.20 X X 0 0 0 ANDREA MATSUMURA MD MS 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 JT BOYD MD DIRECTOR 0.20 X 0 0 0 STACY CARMICHAEL DIRECTOR 0.20 X 0 0 0 GEORGE H CASPAR MD DIRECTOR 0.20 X 0 0 0 STANELY FENG DIRECTOR 0.20 X 0 0 0 PAT KENNEY-MOORE PA-C EDD DIRECTOR 0.20 X 0 0 0 MINH NGUYEN DIRECTOR 0.20 X 0 0 0 CAROLINA REGALADO MURILLO DIRECTOR 0.20 X 0 0 0 CS SHEFFIELD DIRECTOR 0.20 X 0 0 0 NICOLE SWITZER DIRECTOR 0.20 X 0 0 0 CARIN MATEYKO EXECUTIVE DIRECTOR 40.00 X 97167 0 2125 97167 0 2125 0 0 0 0 0 85427 80889 166316 39878 39878 5250 85427 32180 -26930 -26930 179264 0 0 12948 7285 7285 92385 92385 99292 49646 29788 19858 45988 22994 13796 9198 12889 6444 3867 2578 13030 6515 3909 2606 2700 2700 11628 11628 3309 3309 7545 3797 2279 1469 3636 1818 1091 727 264 74 44 146 4658 2953 1023 682 383 191 115 77 OTHER EXPENSES 3256 288 161 2807 308248 194390 70401 43457 555 1915 260019 152072 10045 2189 2449 6379 1150 447 1086 703 1382780 1584582 1656934 1747840 63494 114074 63494 114074 X 948054 923641 645386 710125 1593440 1633766 1656934 1747840 -128984 169310 0 X 1 X 0 1 0 X 41614 100493 139419 167939 166316 615781 41614 100493 139419 167939 166316 615781 373178 242603 28543 24413 28927 36094 39878 157855 359 9185 7378 6069 22991 796627 0.30450 0.29660 X ALTHOUGH OREGON MEDICAL EDUCATION FOUNDATION DID NOT SATISFY THE 33 1/3% PUBLIC SUPPORT TEST AS OF AND FOR THE PERIOD ENDED DECEMBER 31, 2024, THE ORGANIZATION FULLY SATISFIED THE "FACTS AND CIRCUMSTANCES" TEST SET FORTH IN REGS. 1.170A-9(F)(3), AS FOLLOWS:* OREGON MEDICAL EDUCATION FOUNDATION HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PERSONAL AND PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS.* OREGON MEDICAL EDUCATION FOUNDATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS AND MAINTAINS A VARIETY OF PROGRAMS TO ACCOMPLISH ITS CHARITABLE WORK IN THE COMMUNITY.* OREGON MEDICAL EDUCATION FOUNDATION IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. IN SO DOING, OREGON MEDICAL EDUCATION FOUNDATION MAINTAINS A CONTINUOUS AND BONAFIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.* OREGON MEDICAL EDUCATION FOUNDATION NORMALLY RECEIVES SUPPORT FROM CONTRIBUTIONS FROM THE GENERAL PUBLIC. FOR EXAMPLE, OREGON MEDICAL EDUCATION FOUNDATION SATISFIED THE "10% OF SUPPORT" REQUIREMENT ON AN AGGREGATE BASIS OVER THE FIVE-YEAR COMPUTATION PERIOD ENDED DECEMBER 31, 2024 THROUGH SUPPORT RECEIVED FROM A BROAD AND REPRESENTATIVE NUMBER OF PERSONS. OREGON MEDICAL EDUCATION FOUNDATION DOES NOT GENERALLY RECEIVE ALL OF ITS SUPPORT FROM A SINGLE SOURCE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 359. 2021 AMOUNT: $ 9,185. 2022 AMOUNT: $ 7,378. 2023 AMOUNT: $ 6,069. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 559145 85435 21477 623103 493692 85215 19762 559145 615068 -101613 19763 493692 557948 75110 17990 615068 498970 76324 17346 557948 1.00000 0 0 1150 447 703 703 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 90677 85427 5250 5079 25205 1896 90677 85427 5250 5079 25205 1896 32180 -26930 1 OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION PO BOX 29017 PORTLAND OR 97296 237083114 501(C)(3) 7285 0 2024 HEALTH EQUITY FAIR & COMMUNITY GRANT AWARD 1 SCHOLARSHIPS 37 81000 CONFERENCE ASSISTANCE GRANTS 24 11385 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.