2024-09-03T12:30:29-05:00 2023-12-31 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-01-01 351912585 CRANIAL ACADEMY FOUNDATION INC CRAN 8187966750 PO BOX 6649 WOODLAND HILLS CA 91365 ALETHEA CALDWELL MUNSINGER MANAGING DIRECTOR 8187966750 2024-09-03 1 1 KELLY L MELTZER CPA P00633511 5203214600 2024-08-26 2023 2024-08-08 14:25:15Z ERIC J DOLGIN DO FCA PO BOX 6649 WOODLAND HILLS CA 91365 1867745 0 X OSTEOPATHICCAF.ORG X 1990 IN RESEARCH AND SUPPORT OF OSTEOPATHY IN THE CRANIAL FIELD. 6 6 0 7 0 0 113185 305084 0 0 84994 504419 0 0 198179 809503 27936 104775 0 0 0 0 0 0 0 98575 127756 126511 232531 71668 576972 1640324 1938297 4289 17006 1636035 1921291 THE FOUNDATION IS ORGANIZED TO SUPPORT PROFESSIONAL AND PUBLIC EDUCATION AND RESEARCH IN THE DISCIPLINE OF OSTEOPATHY, WITH A PRIORITY FOCUS ON THE SUBSPECIALTY PRACTICE OF OSTEOPATHY IN THE CRANIAL FIELD. 0 0 23917 8875 THE FOUNDATION PROVIDES FINANCIAL SUPPORT OF RESEARCH IN THE FOLLOWING AREAS RELATED TO OSTEOPATHY IN THE CRANIAL FIELD: PAIN, TRAUMATIC BRAIN INJURY, CONCUSSION, POST-TRAUMATIC STRESS, INTEGRATIVE MEDICINE, AND OPTIMAL HEALTH PROMOTION. THE FOUNDATION ALSO DISSEMINATES RESULTS OF RESEARCH IN CLINICAL OUTCOMES AND BASIC SCIENCES IN SUPPORT OF THE CLINICAL AND PHYSIOLOGIC IMPACT OF OSTEOPATHY IN THE CRANIAL FIELD. 95900 95900 THE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR PROFESSIONAL EDUCATIONAL PROGRAMS AND FOR SCHOLARSHIPS TO STUDENTS, RESIDENTS, AND PHYSICIANS TO ATTEND STRUCTURED LEARNING PROGRAMS OF OSTEOPATHY IN THE CRANIAL FIELD. 119817 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 X ALETHEA CALDWELL MUNSINGER 8187966750 PO BOX 6649 WOODLAND HILLS CA 91365 X ERIC J DOLGIN DO FCA PRESIDENT 10.00 X X 0 0 0 QUOC L VO DO VICE PRESIDENT/SECRETARY 2.00 X X 0 0 0 RICHARD A FEELY DO FAAO FCA TREASURER 5.00 X X 0 0 0 JARED CRUZ DO PHYSICIAN DIRECTOR 5.00 X 0 0 0 ALETHEA CALDWELL MUNSINGER NON-PHYSICIAN DIRECTOR AS OF JUNE 15.00 X 0 0 0 JOHN C REED MD FCA PHYSICIAN DIRECTOR THRU JUNE 5.00 X 0 0 0 CHRISTOPHER STEPHENSON DO DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 305084 305084 35395 35395 1527266 1058242 469024 469024 469024 809503 0 0 504419 8875 8875 95900 95900 44786 1000 43786 3300 3300 28629 28629 8126 8126 18442 833 17609 7586 1752 5834 6480 5980 500 965 415 550 WEBSITE 6981 5062 1919 DUES AND SUBSCRIPTIONS 2457 2457 FOREIGN TAX EXPENSE 4 4 232531 119817 112714 0 27803 131690 92192 135699 0 375 33077 9151 9345 23926 1510984 1643123 0 3484 1640324 1938297 4289 17006 4289 17006 X 924051 1393217 711984 528074 1636035 1921291 1640324 1938297 576972 -291716 0 X 0 0 0 X 69718 32964 32891 113185 305084 553842 69718 32964 32891 113185 305084 553842 124819 429023 18854 80455 23098 22705 35395 180507 734349 0.58420 0.53940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 555435 9375 71855 35700 600965 604018 35149 -66632 17100 555435 0.87000 0.09000 0.04000 0 0 23561 3600 19961 9516 5551 3965 23926 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR VARIOUS OPERATING PURPOSES, PREDOMINATELY FOR THE AWARDING OF SCHOLARSHIPS. 1 AMERICAN ACADEMY OF OSTEOPATHY 3500 DEPAUW BLVD SUITE 1100 INDIANAPOLIS IN 46268 060719100 501(C)(3) 6375 0 SPONSORSHIPS 1 OCA MARCH SCHOLARSHIPS 34 37400 HYBRID COURSE SCHOLARSHIPS 29 26100 OCA NOVEMBER SCHOLARSHIPS 24 26400 OCA OCTOBER SCHOLARSHIPS 8 6000 PART I, LINE 2: AWARDS ARE MADE FROM DONOR RESTRICTED FUNDS AND THE DONOR AGREEMENTS DETERMINE THE SPECIFIC CRITERIA FOR SCHOLARSHIPS. IF THERE IS NOT A DONOR RESTRICTED SCHOLARSHIP FUND, THEN THE BOARD ADHERES TO THE FOLLOWING PROCEDURE. ELIGIBLE APPLICANTS ARE OSTEOPATHIC PHYSICIANS (D.O.), MEDICAL PHYSICIANS (M.D.), DENTAL PHYSICIANS (D.D.S./D.M.D.) IN TRAINING OR RESIDENTS, OR NEW PRACTITIONERS. THE COMMITTEE HAS A REVIEW MEETING TO MAKE AWARD RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES AWARDEES. THE OSTEOPATHIC CRANIAL ACADEMY (OCA) NOTIFIES THE OSTEOPATHIC CRANIAL ACADEMY FOUNDATION (OCAF) OF THE NUMBER OF STUDENTS THAT COMPLETED THE COURSE. STUDENTS MUST COMPLETE THE COURSE TO HAVE OCAF PAY OCA DIRECTLY FOR THEIR SCHOLARSHIP AWARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED AUGUST 18, 2023 AND INCLUDE THE FOLLOWING SIGNIFICANT CHANGES: ARTICLE 3.01 WAS REVISED TO INCLUDE PHYSICIAN DIRECTORS AS VOTING MEMBERS AND TO SPECIFY DONATION AMOUNTS REQUIRED FOR PHYSICIAN DIRECTORS OVER AGE 40 AND UNDER AGE 40. ARTICLE 5.01 WAS REVISED TO CHANGE ELECTION OF OFFICERS TO OCCUR BIENNIALLY. ARTICLE 6.01 WAS REVISED TO PROVIDE THAT NEWLY ELECTED PHYSICIAN DIRECTORS MUST MEET THE REQUIREMENTS STATED IN ARTICLE 3.01 WITHIN ONE YEAR FOLLOWING THEIR ELECTION. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION SHALL HAVE BOTH VOTING AND NON-VOTING MEMBERS. A VOTING MEMBER SHALL BE ONE WHO IS EITHER: A) CUMULATIVE DONOR TO THE FOUNDATION IN AN AMOUNT EQUAL TO OR GREATER THAN $5,000; B) A PHYSICIAN DIRECTOR OVER 40 YEARS OF AGE MUST CONTRIBUTE IN AN AMOUNT EQUAL TO OR GREATER THAN $5,000; C) A PHYSICIAN DIRECTOR UNDER 40 YEARS OF AGE MUST CONTRIBUTE IN AN AMOUNT EQUAL TO OR GREATER THAN $2,500 OVER THE INITIAL 5 YEAR TERM; D) PAST PRESIDENT OF THE CRANIAL ACADEMY; E) FELLOW OF THE CRANIAL ACADEMY; F) FELLOW OF THE AMERICAN ACADEMY OF OSTEOPATHY. NON-VOTING MEMBERS SHALL BE THOSE WHO HAVE CUMULATIVE DONATIONS OF AT LEAST $100, BUT LESS THAN $5,000. FORM 990, PART VI, SECTION A, LINE 7A EACH VOTING MEMBER SHALL HAVE ONE VOTE AT THE ANNUAL MEETING HELD EACH YEAR IN JUNE. ONE PHYSICIAN DIRECTOR IS ELECTED FROM THE VOTING MEMBERSHIP ANNUALLY. EACH DIRECTOR HAS A TERM OF FIVE YEARS WITH EACH POSITION ALTERNATING OVER THE FIVE YEAR PERIOD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER AND THE MANAGING DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.