2025-11-11T09:22:58-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 231922689 OVERMONT CORPORATION OVER 2158716901 4001 MONUMENT ROAD PHILADELPHIA PA 19131 KENNETH J VEIT DO PRESIDENT 2158716901 2025-11-04 1 0 LAURA J KENNEY P00202198 6177170831 2025-10-28 2024 2025-03-06 01:10:19Z META CHRISTY HOUSE KENNETH J VEIT DO 4001 MONUMENT ROAD PHILADELPHIA PA 19131 3573017 0 X N/A X 1965 PA PROVIDES HOUSING FOR STUDENTS ATTENDING PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE (PCOM). 4 0 0 0 0 0 0 0 3381632 3549311 27166 21956 2727 1750 3411525 3573017 0 0 0 0 0 0 0 0 0 5052219 5164080 5052219 5164080 -1640694 -1591063 37160642 35485411 35740614 35656446 1420028 -171035 OVERMONT OWNS AN APARTMENT BUILDING THAT PROVIDES HOUSING PRIMARILY TO PCOM STUDENTS. 0 0 3342929 3549311 OVERMONT OWNS AN APARTMENT BUILDING THAT IS REFERRED TO AS THE META CHRISTY HOUSE (MCH). THE BUILDING IS PRIMARILY RENTED TO PCOM STUDENTS. PCOM OPERATES MCH. 3342929 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 1 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X X KENNETH J VEIT DO 2158716770 4190 CITY AVENUE PHILADELPHIA PA 19131 KENNETH J VEIT DO PRESIDENT 1.00 49.00 X X 0 781333 70569 DALLAS A GRUNDY EXECUTIVE VP, CFO & TREASURER 1.00 39.00 X X 0 359859 77176 CARRIE COLLINS JD PHD EXECUTIVE VP, CHIEF ADVANCEMENT OFF. 1.00 39.00 X X 0 417335 77775 LYNN A KUSH CORPORATE SECRETARY 1.00 39.00 X X 0 106148 38789 0 1664675 264309 0 0 1 0 UNIVERSAL PROTECTION SERVICE LP 1551 N TUSTIN AVE 650 SANTA ANA CA 92705 SECURITY SERVICES 433042 GREP ATLANTIC LLC 465 MEETING STREET SUITE 500 CHARLESTON SC 29403 MANAGEMENT SERVICES 108600 2 STUDENT HOUSING 531110 3549311 3549311 3549311 21956 21956 OTHER REVENUE 900099 1750 1750 1750 3573017 3549311 0 23706 137781 137781 20876 20876 17995 17995 1526223 1526223 3782 3782 808902 808902 2534027 2534027 114494 114494 5164080 3342929 1821151 0 593482 1443504 229 393 20569 34714 149901 107527 53872413 19973140 36396461 33899273 37160642 35485411 13831494 14295236 28433 37024 21880687 21324186 35740614 35656446 X 1420028 -171035 1420028 -171035 37160642 35485411 -1591063 0 X 0 1 X 1 0 X 29000 29000 27119 1211906 2221612 3381632 3549311 10391580 56119 1211906 2221612 3381632 3549311 10420580 3127 21927 19140 44194 13690 271452 285142 16817 293379 19140 329336 10091244 50 18 1852 27166 21956 51042 50 18 1852 27166 21956 51042 30 2721 13887 2727 1750 21115 56199 1214645 2237351 3411525 3573017 10492737 0.96170 0.91600 0.00490 0.03520 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 30. 2021 AMOUNT: $ 2,721. 2022 AMOUNT: $ 13,887. 2023 AMOUNT: $ 2,727. 2024 AMOUNT: $ 1,750. SCHEDULE A, PART III, LINE 12 OTHER INCOME CONSISTS OF LEASE CANCELLATION FEES, APPLICATION FEES, LATE FEES, DAMAGE FEES, SHORT TERM RENTAL FEES, AND OTHER MISCELLANEOUS FEE INCOME. 2750000 2750000 35338598 14830950 20507648 15686258 5097874 10588384 97557 44316 53241 33899273 X PART X, LINE 2: FIN 48 OVERMONT CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE STATUTE OF LIMITATIONS ON THE ORGANIZATION'S U.S. FEDERAL INFORMATION RETURNS REMAINS OPEN FOR THREE YEARS FOLLOWING THE YEAR THEY ARE FILED. U.S. GAAP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 KENNETH J VEIT DO PRESIDENT 0 665283 0 109450 0 6600 0 51750 0 18819 0 851902 0 0 CARRIE COLLINS JD PHD EXECUTIVE VP, CHIEF ADVANCEMENT OFF. 0 300735 0 110000 0 6600 0 45110 0 32665 0 495110 0 0 DALLAS A GRUNDY EXECUTIVE VP, CFO & TREASURER 0 351859 0 0 0 8000 0 51750 0 25426 0 437035 0 0 PART I, LINE 3 THE OFFICERS OF OVERMONT WERE COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE COMPENSATION COMMITTEE. A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 71781XFFS 2018-08-29 24924239 RENOVATE, REPURPOSE AND CONVERT BUILDING INTO STUDENT HOUSING 0 1 0 A 3514989 24924239 344249 24579990 2021 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SCHEDULE K, PART I RELATED TAX EXEMPT ENTITIES PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE AND PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE FOUNDATION ARE CO-BORROWERS ON THIS OBLIGATION. FORM 990, PART VI, SECTION A, LINE 2 ALL COMPENSATED OFFICERS HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BECAUSE THEY ARE ALL EMPLOYED BY A RELATED ORGANIZATION OF WHICH THEY ALSO SERVE AS OFFICERS. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF CONTROL OVER MANAGEMENT DUTIES: OVERMONT CORPORATION IS MANAGED BY PCOM PROVIDING CERTAIN ADVISORY, CONSULTING, ADMINISTRATIVE, AND OTHER NECESSARY SERVICES NEEDED IN ORDER TO SUPPORT THE BUSINESS OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: OVERMONT CORPORATION IS A WHOLLY OWNED SUBSIDIARY OF PCOM, ITS SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A POWERS OF SOLE MEMBER: OVERMONT'S SOLE MEMBER, PCOM, HAS THE POWER TO APPOINT MEMBERS OF OVERMONT'S GOVERNING BODY. PCOM HAS THE AUTHORITY TO MAKE GOVERNANCE DECISIONS FOR OVERMONT SINCE OVERMONT BOARD OF DIRECTORS IS COMPRISED ENTIRELY OF DIRECTORS AND OFFICERS OF PCOM. FORM 990, PART VI, SECTION A, LINE 7B SEE DESCRIPTION FOR FORM 990, PART VI, LINE 7A FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION OF MEETINGS: THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX CONSULTANT WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: AN ANNUAL QUESTIONNAIRE AND DISCLOSURE FORM WAS DEVELOPED BY PCOM'S EXTERNAL LEGAL COUNSEL. THE QUESTIONNAIRE IS SENT OUT TO ALL OFFICERS AND DIRECTORS EVERY JULY 1. AFTER THEY ARE ALL SIGNED AND RETURNED, THE QUESTIONNAIRES ARE REVIEWED BY PCOM'S CEO AND CFO. ANY REPORTABLE CONFLICTS ARE THEN SENT TO PCOM AUDIT COMMITTEE FOR RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY COMPLETING FORM SF-SAC AND SUBMITTING A SINGLE AUDIT REPORTING PACKAGE IN THE INTERNET DATA ENTRY SYSTEM OF THE FEDERAL AUDIT CLEARINGHOUSE. ALL INPUT DATA IS PROVIDED TO THE PUBLIC THROUGH A DATA DISSEMINATION/QUERY SYSTEM AT THE FEDERAL AUDIT CLEARINGHOUSE WEBSITE. PHILA COLLEGE OF OSTEOPATHIC MEDICINE 4170 CITY AVENUE PHILADELPHIA PA 19131 231355135 EDUCATION PA 501(C)(3) LINE 2 PCOM FOUNDATION 0 PHILA COLLEGE OF OSTEOPATHIC MED FOUNDATION 4170 CITY AVENUE PHILADELPHIA PA 19131 222691757 INVESTMENT PA 501(C)(3) LINE 7 0 PCOM PRIMARY CARE INNOVATION FUND LLC 4190 CITY AVENUE PHILADELPHIA PA 19131 320505991 INVESTMENTS DE N/A N/A 0 0 PCOM PRIMARY CARE INNOVATION FUND II LLC 4190 CITY AVENUE PHILADELPHIA PA 19131 863999783 INVESTMENTS DE N/A N/A 0 0 PCOM FUND MANAGER LLC 4190 CITY AVENUE PHILADELPHIA PA 19131 320505886 INVESTMENTS DE N/A N/A 0 0 AMERICAN OSTEO INSURANCE CO LTD PO BOX 1109 GRAND CAYMAN CJ 980201176 INSURANCE CJ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0