NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION (EIN 930882138) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Phone

5032637878

Tax Period

2023-01-01 to 2023-12-31

NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION, founded in 1985, is a small nonprofit in the Health Care sector that reported $514K in total revenue in fiscal year 2023. Revenue surged 229% from the prior year, signaling strong growth momentum. Expenses of $448K left a modest 13% surplus.

Mission

IMPROVE THE HEALTH OF THE COMMUNITY AND PROMOTE THE UNDERSTANDING OF OSTEOPATHIC MEDICINE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,321

Program Service Revenue $0

Investment Income $495,882

Other Revenue $0

TOTAL REVENUE $514,203

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $217,556

Fundraising Expenses $21,757

Program Expenses $308,553

Other Expenses $105,848

TOTAL EXPENSES $448,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$514,203	$156,434	+2.3%
Expenses	$448,404	$418,165	+0.1%
Net Income	$65,799	$-261,731	-1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$162,251

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID TATE	Executive Dir.	40.00	Officer	$145,276	$16,975	$162,251
JULIET BLISS	Director	0.50	Director	$0	$0	$0
THOMAS KINCHELOE	Director	0.50	Director	$0	$0	$0
RICHARD KOSS	Director	0.50	Director	$0	$0	$0
DAVE MILLER	Director	0.50	Director	$0	$0	$0
WYNDE CHEEK	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN MOZENA	Director	1.00	Director	$0	$0	$0
LISA NEWTON	Director	0.50	Director	$0	$0	$0
KEVIN WILSON	Director	0.50	Director	$0	$0	$0
DOUG WOERNER	President & CEO	1.00	Officer	$0	$0	$0
NANCY KRAGT	Secretary	1.00	Officer	$0	$0	$0
JENNIFER RIBAR	PRESIDENT ELECT	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$514,203	$448,404	$6,695,678	$65,799
2022	$156,434	$418,165	$5,939,495	$-261,731
2021	$668,297	$390,943	$7,647,149	$277,354
2020	$225,815	$373,228	$6,827,140	$-147,413
2019	$333,885	$422,710	$6,369,822	$-88,825
2018	$269,878	$435,193	$5,588,701	$-165,315

NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION