OREGON MEDICAL EDUCATION FOUNDATION

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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

1961

Legal Domicile

Principal Officer

CARIN MATEYKO

Phone

5036198129

Tax Period

2024-01-01 to 2024-12-31

OREGON MEDICAL EDUCATION FOUNDATION, founded in 1961, is a small nonprofit in the Education sector that reported $179K in total revenue in fiscal year 2024. Expenses of $308K exceeded revenue, resulting in a 72% operating deficit.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $194,390

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...

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $166,316

Program Service Revenue $0

Investment Income $39,878

Other Revenue $-26,930

TOTAL REVENUE $179,264

Expense Breakdown

Grants Paid $99,670

Salaries & Benefits $171,199

Fundraising Expenses $43,457

Program Expenses $194,390

Other Expenses $37,379

TOTAL EXPENSES $308,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,264	$183,411	0.0%
Expenses	$308,248	$262,371	+0.2%
Net Income	$-128,984	$-78,960	+0.6%

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

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

$99,292

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM PIERCE MDPHD	PRESIDENT	0.50	Officer Director	$0	$0	$0
JOHN C MOORHEAD MD MS	TREASURER	0.20	Officer Director	$0	$0	$0
ANDREA MATSUMURA MD MS	SECRETARY	0.20	Officer Director	$0	$0	$0
ALLISON ABRAHAM DO	DIRECTOR	0.20	Director	$0	$0	$0
BRYAN BOEHRINGER	DIRECTOR	0.20	Director	$0	$0	$0
JT BOYD MD	DIRECTOR	0.20	Director	$0	$0	$0
STACY CARMICHAEL	DIRECTOR	0.20	Director	$0	$0	$0
GEORGE H CASPAR MD	DIRECTOR	0.20	Director	$0	$0	$0
STANELY FENG	DIRECTOR	0.20	Director	$0	$0	$0
PAT KENNEY-MOORE PA-C EDD	DIRECTOR	0.20	Director	$0	$0	$0
MINH NGUYEN	DIRECTOR	0.20	Director	$0	$0	$0
CAROLINA REGALADO MURILLO	DIRECTOR	0.20	Director	$0	$0	$0
CS SHEFFIELD	DIRECTOR	0.20	Director	$0	$0	$0
NICOLE SWITZER	DIRECTOR	0.20	Director	$0	$0	$0
CARIN MATEYKO	EXECUTIVE DIRECTOR	40.00	Officer	$97,167	$2,125	$99,292

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	$179,264	$308,248	$1,747,840	$-128,984
2023	$183,411	$262,371	$1,656,934	$-78,960
2022	$158,353	$231,659	$1,617,221	$-73,306
2021	$134,091	$251,517	$1,907,239	$-117,426
2020	$70,516	$152,284	$1,826,078	$-81,768
2019	$78,588	$179,950	$1,661,360	$-101,362