OSTEOPATHIC FOUNDERS FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: OSTEOPATHIC FOUNDERS FOUNDATION (EIN 73-0583936)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-06-01
IRS object ID: 201121529349300617
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-06-01T12:09:06-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STANFIELD & ODELL PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3211 S LAKEWOOD AVE	AddressLine1
City	TULSA	City
State	OK	State
ZIP Code	741354903	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	730583936	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Osteopathic Founders Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OSTE	NameControl
Phone	9185517300	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4812 E 81st Street	AddressLine1
City	Tulsa	City
State	OK	State
ZIP Code	74137	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Sherri L Wise	Name
Title	President	Title
Date Signed	2011-06-01	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN F GRACE CPA ABV CFF	Name
Phone	9186280500	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Sherri L Wise	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	4812 East 81st St Ste 301	AddressLine1
City	Tulsa	City
State	OK	State
ZIP Code	74137	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	10561367	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	www.osteopathicfounders.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1943	YearFormation
State Legal Domicile	OK	StateLegalDomicile
Activity Or Mission Description	The mission of Osteopathic Founders Foundation is to support osteopathic medical education, to enhance the public's understanding of osteopathic medicine, and to improve the health of the community through projects consistent with the osteopathic philosophy.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	8	TotalNbrEmployees
Total Nbr Volunteers	30	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	227559	ContributionsGrantsPriorYear
Contributions Grants Current Year	192788	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	63534	ProgramServiceRevenuePriorYear
Program Service Revenue CY	75142	ProgramServiceRevenueCY
Investment Income Prior Year	-515993	InvestmentIncomePriorYear
Investment Income Current Year	788174	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1018058	OtherRevenuePriorYear
Other Revenue Current Year	1681688	OtherRevenueCurrentYear
Total Revenue Prior Year	793158	TotalRevenuePriorYear
Total Revenue Current Year	2737792	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	162318	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	287422	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	236940	SalariesEtcPriorYear
Salaries Etc Current Year	243879	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	43205	TotalFundrsngExpCurrentYear
Other Expense Prior Year	277079	OtherExpensePriorYear
Other Expenses Current Year	326609	OtherExpensesCurrentYear
Total Expenses Prior Year	676337	TotalExpensesPriorYear
Total Expenses Current Year	857910	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	116821	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1879882	RevenuesLessExpensesCY
Total Assets BOY	13646624	TotalAssetsBOY
Total Assets EOY	16234751	TotalAssetsEOY
Total Liabilities BOY	146605	TotalLiabilitiesBOY
Total Liabilities EOY	281687	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	13500019	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	15953064	NetAssetsOrFundBalancesEOY
Mission Description	The mission of Osteopathic Founders Foundation is to support osteopathic medical education, to enhance the public's understanding of osteopathic medicine, and to improve the health of the community through projects consistent with the osteopathic philosophy.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	655476	Expense
Grants	287422	Grants
Revenue	76885	Revenue
Description	As part of its overall mission, the Osteopathic Founders Foundation utilizes a significant portion of its resources on activities related to medical education. Scholarships, which are granted competitively and based on academic achievement, professional ambassadorship, and community engagement are provided to assist osteopathic medical students with the costs of their tuition, fees, and books. Educational stipends, which are also granted competitively, are available to osteopathic residents enrolled in AOA or ACGME accredited post graduate training programs, professional level employees of colleges of osteopathic medicine, or to professional level employees of a hospital which sponsors post graduate training programs which are accredited by the American Osteopathic Association. The Foundation's commitment to medical education reaches to the post-doctoral level through our programs of Continuing Medical Education. The CME mission of the Osteopathic Founders is to continually improve patient care by providing timely, relevant, evidence based clinical knowledge to osteopathic physicians and other health care providers. In 2009 the Foundation received accreditation from the American Osteopathic Association as a Category 1-A provider.	Description
Total Program Service Expense	655476	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	13	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	8	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Quid Pro Quo Contributions	false	QuidProQuoContributions
Quid Pro Quo Disclosure	false	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Form720 Filed	false	Form720Filed
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Policies Reference Chapters	false	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Sherri L Wise	NamePerson
Telephone Number	9185517300	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4812 E 81st St Ste 301	AddressLine1
City	Tulsa	City
State	OK	State
ZIP Code	74137	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
Stephen G Bovasso DO
Treasurer	2.00	X	0	0	0
Sherri L Wise
President	40.00		136501	0	10000	X
Sheldon C Berger DO
Director	1.00	X	0	0	0
Richard R Polk DO
Director	1.00	X	0	0	0
Michael P Carney DO
Director	1.00	X	0	0	0
Larry D McKenzie DO
Director	2.00	X	0	0	0
Kimberlie K Dullye MD
Director	1.00	X	0	0	0
Jeffrey S Stroup PharmD
Director	1.00	X	0	0	0
Jay M Williamson DO
Secretary	1.00	X	0	0	0
James M Benien
Director	1.00	X	0	0	0
Henry G Will
Director	1.00	X	0	0	0
Donald M Dushay DO
Director	1.00	X	0	0	0
Arthur G Wallace DO
Director	1.00	X	0	0	0
Andrew S Crawford DO
Director	2.00	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	136501	TotalReportableCompFromOrg
Total Other Compensation	10000	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Membership Dues	3425	MembershipDues
Fundraising Events	10584	FundraisingEvents
All Other Contributions	178779	AllOtherContributions
Noncash Contributions	10584	NoncashContributions
Total Contributions	192788	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Tuition and Fees	Description
Business Code	611420	BusinessCode
Total Revenue Column	75142	TotalRevenueColumn
Related Or Exempt Function Income	75142	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	75142	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	402549	TotalRevenueColumn
Exclusion	$402,549	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	8101255	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	7715630	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	385625	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	385625	TotalRevenueColumn
Exclusion	$385,625	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	211100	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	10584	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	107945	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	103155	TotalRevenueColumn
Exclusion	$103,155	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Miscellaneous	1743	1743
Medicare Claim Settlement	1576790	1576790

Field	Value	IRS element (for citing)
Total Other Revenue	1578533	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2737792	TotalRevenueColumn
Related Or Exempt Function Income	1653675	RelatedOrExemptFunctionIncome
Exclusion	$891,329	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	202754	Total
Program Services	202754	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	84668	Total
Program Services	84668	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	136501	Total
Program Services	93641	ProgramServices
Management And General	26200	ManagementAndGeneral
Fundraising	16660	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	67682	Total
Program Services	52390	ProgramServices
Management And General	7030	ManagementAndGeneral
Fundraising	8262	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	10000	Total
Program Services	6500	ProgramServices
Management And General	2000	ManagementAndGeneral
Fundraising	1500	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	16348	Total
Program Services	11940	ProgramServices
Management And General	2519	ManagementAndGeneral
Fundraising	1889	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	13348	Total
Program Services	9700	ProgramServices
Management And General	2085	ManagementAndGeneral
Fundraising	1563	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	63422	Total
Management And General	57080	ManagementAndGeneral
Fundraising	6342	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	19448	Total
Management And General	17503	ManagementAndGeneral
Fundraising	1945	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	71267	Total
Program Services	71267	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	52437	Total
Program Services	44269	ProgramServices
Management And General	4901	ManagementAndGeneral
Fundraising	3267	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	10118	Total
Program Services	7484	ProgramServices
Management And General	2300	ManagementAndGeneral
Fundraising	334	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	13905	Total
Program Services	11548	ProgramServices
Management And General	1414	ManagementAndGeneral
Fundraising	943	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	4433	Total
Program Services	2345	ProgramServices
Management And General	2088	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Telephone	4759	2826	1933
SUPPLIES	8539	6667	1872
Printing and Publications	11926	3206	8720
OUTSIDE SERVICES	25670	23342	2328
Board & Committee	14039	7020	7019

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	26646	Total
Program Services	13909	ProgramServices
Management And General	12237	ManagementAndGeneral
Fundraising	500	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	857910	Total
Program Services	655476	ProgramServices
Management And General	159229	ManagementAndGeneral
Fundraising	43205	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	3435	BOY
EOY	94132	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	55617	BOY
EOY	82942	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	26417	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	3675	BOY
EOY	1581069	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	734	BOY
EOY	48	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	4552	BOY
EOY	4446	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	152009	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	121728	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	40438	BOY
EOY	30281	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	13058461	BOY
EOY	13904620	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	479712	BOY
EOY	510796	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	13646624	BOY
EOY	16234751	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	35583	BOY
EOY	160665	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	111022	BOY
EOY	121022	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	146605	BOY
EOY	281687	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11549812	BOY
EOY	13921006	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	987652	BOY
EOY	1066078	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	962555	BOY
EOY	965980	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	13500019	BOY
EOY	15953064	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	13646624	BOY
EOY	16234751	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	1879882	ReconcilationRevenueExpenses
Reconcilation Other Changes	573163	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	false	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	187650	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	198659	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	201750	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	223234	CurrentTaxYearMinus1Year
Current Tax Year	196213	CurrentTaxYear
Total	1007506	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	187650	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	198659	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	201750	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	223234	CurrentTaxYearMinus1Year
Current Tax Year	196213	CurrentTaxYear
Total	1007506	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	0	AmountsSubstContributorsTotal
Public Support Total170	1007506	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	752476	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1125691	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	481454	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	383212	CurrentTaxYearMinus1Year
Current Tax Year	402549	CurrentTaxYear
Total	3145382	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	105	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11222	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	64350	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1222	CurrentTaxYearMinus1Year
Current Tax Year	1744	CurrentTaxYear
Total	78643	Total

Field	Value	IRS element (for citing)
Total Support	4231531	TotalSupport
Gross Receipts From Admissions Etc	3903688	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.23810	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.23080	PublicSupportPertcentPriorYear
Ten Percent Test Current Year	X	TenPercentTestCurrentYear
Facts And Circumstances Test	Part II, Line 17b--see attached	FactsAndCircumstancesTest

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	962555	BeginningOfYearBalance
Contributions	3425	Contributions
End Of Year Balance	965980	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	957530	BeginningOfYearBalance
Contributions	5025	Contributions
End Of Year Balance	962555	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	956940	BeginningOfYearBalance
Contributions	7000	Contributions
Other Expenditures	6410	OtherExpenditures
End Of Year Balance	957530	EndOfYearBalance

Field	Value	IRS element (for citing)
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	152009	OtherCostOrOtherBasis
Depreciation	121728	Depreciation
Book Value	30281	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	30281	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Money market funds	101345	C
US Treasury Securities	103532	C

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
Funds held for others	$21,022
Deferred Compensation	$100,000

Field	Value	IRS element (for citing)
Total Of Amounts	121022	TotalOfAmounts
Total Revenue	2737792	TotalRevenue
Total Expenses	857910	TotalExpenses
Excess Or Deficit For Year	1879882	ExcessOrDeficitForYear
Net Unrealized GL On Investments	573163	NetUnrealizedGLOnInvestments
Total Adjustments	573163	TotalAdjustments
Excess Or Deficit Per FS	2453045	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	3418900	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	573163	NetUnrealizedGainsInvestments
Other Revenues	107945	OtherRevenues
Revenue Not Rptd F990	681108	RevenueNotRptdF990
Revenue Subtotal	2737792	RevenueSubtotal
Total Revenue Per Form990	2737792	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	965855	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	107945	OtherExpensesIncluded
Expenses Not Rptd F990	107945	ExpensesNotRptdF990
Expenses Subtotal	857910	ExpensesSubtotal
Total Expenses Per Form990	857910	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part XIII, Line 2d	Part XIII, Line 2d: Other expenses and losses per audited F/S	fundraising exp $107945
Part XII, Line 2d	Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990	fundraising expenses $107945

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agreement Ref Fundraising	false	AgreementRefFundraising

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Winterset 2010	NameOfEvent1
Gross Receipts Event1	221684	GrossReceiptsEvent1
Charitable Contributions Event1	10584	CharitableContributionsEvent1
Gross Revenue Event1	211100	GrossRevenueEvent1
Non Cash Prizes Event1	10584	NonCashPrizesEvent1
Food And Beverage Event1	46100	FoodAndBeverageEvent1
Entertainment Event1	3600	EntertainmentEvent1
Other Direct Expenses Event1	47661	OtherDirectExpensesEvent1
Gross Receipts Total	221684	GrossReceiptsTotal
Charitable Contributions Total	10584	CharitableContributionsTotal
Gross Revenue Total Events	211100	GrossRevenueTotalEvents
Non Cash Prizes Total Events	10584	NonCashPrizesTotalEvents
Food And Beverage Total Events	46100	FoodAndBeverageTotalEvents
Entertainment Total Events	3600	EntertainmentTotalEvents
Other Direct Expenses Total Events	47661	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	107945	DirectExpenseSummaryEvents
Net Income Summary	103155	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (7 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Purpose Of GrantPurposeOfGrant
The Mental Health Asso
1870 South Boulder Avenue West	Tulsa	OK	74119	730657931	501(c)(3)	15000	0	Housing
Oklahoma State Univers
PO Box 1749	Stillwater	OK	74076	736097060	501(c)(3)	122754	0	Scholarship Endowment
Oklahoma State Univers
PO Box 1749	Stillwater	OK	74076	736097060	501(c)(3)	10000	0	Scholarships
Iron Gate
501 South Cincinnati Avenue	Tulsa	OK	74103	203164551	501(c)(3)	20000	0	Feeding the homeless
HOPE HIV Outreach
1821 Fulton St	Harrisburg	PA	17102	731537952	501(c)(3)	10000	0	HIV Prevention
Good Samaritan Health Services
7600 S Lewis Ave	Tulsa	OK	74136	731559561	501(c)(3)	15000	0	Medical Services
American Red Cross
10151 East 11th Street	Tulsa	OK	74128	730579223	501(c)(3)	10000	0	Disaster Assistance

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	5	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	2	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Amount Of Cash GrantAmountOfCashGrant
Textbooks	80	21661	Purchase Price	Textbooks
Scholarships for medical students	4				16500
Educational Stipends for healthcare professionals	7				5530
Educational conference grants for healthcare professionals	274	40977	Purchase price	Training, conferences, seminars

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Grantmaker's Description of How Grants are Used	Identifier
Explanation	The Foundation requires that grants of $5,000 or more be made to a written agreement. The agreement specifies the agreed upon purpose of the grant and other requirements of the grantee. The expenditure agreement requires that all funds must be utilized for the specified purpose within 15 months or returned to the Foundation. The agreement also requires that the grantee will furnish to the Foundation a complete report on the manner in which the funds were expended within twelve months of the date of the agreement and the records of all expenditures under the grant must be retained and made available for at least four years. The Foundation's expenditure agreement specifically prohibits any of its grant funds from being used to influence legislation or any public election and denies any transfer of grant funds to another.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	All documents are made available upon request.
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	The organization has a written conflict of interest policy which serves to assist directors, officers, and employees of the corporation to identify situations that present potential conflicts of interest and to provide a procedure which will allow a transaction which is in the best interest of the corporation to be binding even though a director, officer, or employee may have a conflict of interest in respect to that transaction. The policy is distributed annually at the first meeting of the Board of Directors following the beginning of the corporation's fiscal year. The policy is reviewed during that meeting. Each person serving as a director, officer, or key employee of the corporation is required to annually complete a disclosure form identifying any relationships, positions, or circumstances in which he or she is involved that he or she believes could contribute to a conflict of interest arising. Materials for meetings of the Board of Directors are distributed electronically in advance of the meeting, giving directors, officers, and key employees and opportunity to identify any proposed action in which he or she may have a conflict of interest. Following the call to order at each meeting of the Board of Directors, a request for disclosure of any potential conflict of interest is made. An absence of a declaration of a conflict of interest at that time does not preclude the later announcement of a conflict of interest which is determined by a director, officer, or key employee during the meeting.
Form 990, Part VI, Line 11	Form 990, Part VI, Line 11: Form 990 Review Process	The review of the Form 990 is conducted by the CEO with the Foundation's independent accountant available to answer questions.
Form 990, Part VI, Line 7a	Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body	The Amended and Restated Bylaws of the organization state that the Chairman of the Board will annually appoint a nominating committee composed of five members of the corporation who are not then serving on the Board of Directors. The nominating committee, not less than ninety days prior to the corporation's fiscal year-end, shall nominate one candidate to fill the position of each director whose term is expiring. The nominations are announced to all members of the corporation 60 days prior to year-end. A form is made available at the principal office of the corportion for write-in nominations. Write-in nominations require the affirmation of three membbers of the corporation in order to be placed on the ballot. Ballots are required to be mailed to all members of the corporation.
Form 990, Part VI, Line 6	Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder	The Amended and Restated Bylaws of the organization provide that membership in the corporation is granted to any person who is an osteopathic physician and who makes an annual financial contribution to the Foundation, or who makes a one-time contribution of at least $250.