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The Year in Review In a perfect world, no one would go to bed hungry, experience domestic violence, suffer from child abuse and neglect, writhe from excruciating pain, be homeless, have mental illness, be bullied, or be addicted to drugs and alcohol ... and the list goes on. We know our world is filled with imperfection; all of these exist and they affect many people in our community. The health and human service needs in El Paso and Teller counties are numerous. Our community is fortunate that there are myriad nonprofit organizations providing an array of services striving to help those most vulnerable. These nonprofit organizations depend on individual donations and foundation support for their operations and programs. As a nonprofit philanthropic private foundation, we are dedicated to improving the health and well-being of our community. Our legacy is one of changing lives and making our community better day by day, one organization at a time, one life at a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500 in grants to help our community’s nonprofit organizations improve the lives for so many people who have challenges beyond what we can only imagine. In addition, our Foundation awarded $50,000 in tuition scholarships to five Osteopathic medical students with a Colorado connection. Through the Walter S. Strode, D.O. Memorial Scholarship $1,000 was awarded to one student for books, fees, equipment and supplies. All that we accomplish couldn’t occur without you, our members, friends and donors. We work in partnership with all of you to ensure our philanthropic dollars are invested wisely in our community and to honor our commitment to the Osteopathic profession. We are reminded of an anonymous quote “Volunteers do not have more time, they just have more heart.” Thank you for having a heart for our Foundation and its mission. It truly was an honor and a privilege to provide leadership for the Foundation and engage with you during the fiscal year. 2014–2015 BOARD OF DIRECTORS Ronald O. Royce, D.O., President Curry Horak, M.D., Immediate Past President Robert McDonald, President-Elect Penny Sayre, C.P.A., Treasurer Anne Zobec, N.P., Secretary Alex Constantinides, D.O. William Dulaney, Esq. Laura Feldman, D.O. Toni Green-Cheatwood, D.O. Thomas Higginbotham, D.O. Lynne Jones Scott Robinson, D.O. FINANCIALS July 1, 2014 -June 30, 2015 For the year ending June 30, 2015 Total Assets: $7,350,227 Total Net Assets: $7,348,727 Total Revenue and Gains: $26,195 Total Expenses: $352,489 annual REPORT 2014-2015 MISSION: TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY CONSISTENT WITH OUR OSTEOPATHIC HERITAGE Ronald O. Royce, D.O. President of the Board July 1, 2014 - June 30, 2015 Doris L. Ralston, MPA, CHES Executive Director & CEO Doris L. Ralston, MPA, CHES Executive Director & CEO Ronald O. Royce, D.O. President of the Board 2014 - 2015 Community Grants Our Foundation distributed grants totaling $156,000 to 16 local, health-related nonprofit organizations to provide direct health care services, counseling services, access to health care, transportation and other human services to improve the lives of children, teens and adults residing in El Paso and Teller counties. CASA: $50,000 for their Peer Coordinator Model Program (second year of funding at this level) to ensure that every child who needs a court appointed special advocate has one Cheyenne Village: $10,000 for supportive living services to individuals with developmental disabilities and support to family caregivers Community Partnership for Child Development: $5,000 for their Behavioral Health Program Discover Goodwill: $4,000 in capital support for Smoezelen Sensory Equipment for the Possibilities Program El Paso County Medical Society Foundation: $5,000 for the El Paso County Medical Reserve Corps to provide integration into our community’s emergency response system and provide backup coordination for disaster response Kids on Bikes: $5,000 in general operating support for their program to get kids moving National Alliance on Mental Illness: $10,000 to expand mental health first aid in Colorado Springs Partners in Housing: $6,000 for their homeless Self- Sufficiency Program Peak Vista Community Health Centers: $10,000 in capital support for digital radiology system equipment for their Dental Center Pikes Peak Hospice & Palliative Care: $10,000 for non- reimbursed holistic services and charity care for patients facing terminal illness Project Angel Heart: $5,000 for customized home delivered meals to critically ill Colorado Springs residents continued on next page

MISSION: T STEOPATHIC HERITAGEat a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500

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Page 1: MISSION: T STEOPATHIC HERITAGEat a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500

The Year in ReviewIn a perfect world, no one would go to bed hungry, experience domestic violence, suffer from child abuse and neglect, writhe from excruciating pain, be homeless, have mental illness, be bullied, or be addicted to drugs and alcohol ... and the list goes on. We know our world is filled with imperfection; all of these exist and they affect many people in our community. The health and human service needs in El Paso and Teller counties are numerous. Our community is fortunate that there are myriad nonprofit organizations providing an array of services striving to help those most vulnerable. These nonprofit organizations depend on individual donations and foundation support for their operations and programs. As a nonprofit philanthropic private

foundation, we are dedicated to improving the health and well-being of our community.

Our legacy is one of changing lives and making our community better day by day, one organization at a time, one life at a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500 in grants to help our community’s nonprofit organizations improve the lives for so many people who have challenges beyond what we can only imagine. In addition, our Foundation awarded $50,000 in tuition scholarships to five Osteopathic medical students with a Colorado connection. Through the Walter S. Strode, D.O. Memorial Scholarship $1,000 was awarded to one student for books, fees, equipment and supplies.

All that we accomplish couldn’t occur without you, our members, friends and donors. We work in partnership with all of you to ensure our philanthropic dollars are invested wisely in our community and to honor our commitment to the Osteopathic profession.

We are reminded of an anonymous quote “Volunteers do not have more time, they just have more heart.” Thank you for having a heart for our Foundation and its mission. It truly was an honor and a privilege to provide leadership for the Foundation and engage with you during the fiscal year.

2014–2015 BOARD OF DIRECTORS

Ronald O. Royce, D.O., President

Curry Horak, M.D., Immediate Past President

Robert McDonald, President-Elect

Penny Sayre, C.P.A., Treasurer

Anne Zobec, N.P., Secretary

Alex Constantinides, D.O.

William Dulaney, Esq.

Laura Feldman, D.O.

Toni Green-Cheatwood, D.O.

Thomas Higginbotham, D.O.

Lynne Jones

Scott Robinson, D.O.

FINANCIALS

July 1, 2014-June 30, 2015 For the year ending June 30, 2015

Total Assets: $7,350,227

Total Net Assets: $7,348,727

Total Revenue and Gains: $26,195

Total Expenses: $352,489

annualREPORT

2014-2015

MISSION: TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY CONSISTENT WITH OUR OSTEOPATHIC HERITAGE

Ronald O. Royce, D.O. President of the Board July 1, 2014 - June 30, 2015

Doris L. Ralston, MPA, CHES Executive Director & CEO

Doris L. Ralston, MPA, CHES Executive Director & CEO

Ronald O. Royce, D.O. President of the Board 2014 - 2015

Community GrantsOur Foundation distributed grants totaling $156,000 to 16 local, health-related nonprofit organizations to provide direct health care services, counseling services, access to health care, transportation and other human services to improve the lives of children, teens and adults residing in El Paso and Teller counties.

CASA: $50,000 for their Peer Coordinator Model Program (second year of funding at this level) to ensure that every child who needs a court appointed special advocate has one

Cheyenne Village: $10,000 for supportive living services to individuals with developmental disabilities and support to family caregivers

Community Partnership for Child Development: $5,000 for their Behavioral Health Program

Discover Goodwill: $4,000 in capital support for Smoezelen Sensory Equipment for the Possibilities Program

El Paso County Medical Society Foundation: $5,000 for the El Paso County Medical Reserve Corps to provide integration into our community’s emergency response system and provide backup coordination for disaster response

Kids on Bikes: $5,000 in general operating support for their program to get kids moving

National Alliance on Mental Illness: $10,000 to expand mental health first aid in Colorado Springs

Partners in Housing: $6,000 for their homeless Self-Sufficiency Program

Peak Vista Community Health Centers: $10,000 in capital support for digital radiology system equipment for their Dental Center

Pikes Peak Hospice & Palliative Care: $10,000 for non-reimbursed holistic services and charity care for patients facing terminal illness

Project Angel Heart: $5,000 for customized home delivered meals to critically ill Colorado Springs residents

continued on next page

Page 2: MISSION: T STEOPATHIC HERITAGEat a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500

Community Grants: Making an ImpactOne in four people in our community will experience a mental illness. Mental illness is a common biological brain disorder, and it’s treatable. Since 1983, the National Alliance on Mental Illness (NAMI) has been helping people in our community navigate the chaos and confusion of major mental illnesses. NAMI does this by providing no cost ongoing education and support programs, through community awareness and advocacy projects and by responding firsthand to 200 monthly phone calls from people seeking resources and guidance. Additionally, NAMI-C.S. offers Mental Health First Aid to anyone in the community interested in learning more about how to identify and support someone who is struggling.

Mental illness affects people of every age, gender, race, religion and socioeconomic level. It is known that by removing the stigma of mental illness and replacing it with education and hope, the prognosis for those with mental illness improves dramatically. To learn more about NAMI-C.S., go to www.namicoloradosprings.org or call 719-473-8477.

Osteopathic Medical Student Scholarship Program A major part of strengthening the Osteopathic presence in our community is through the tuition scholarships awarded every year to Osteopathic medical students. Students attending an accredited College of Osteopathic Medicine and who have a Colorado connection are eligible to apply in their second year of medical school for a $10,000 tuition scholarship that is awarded in their third year of medical school. Scholarship recipients in good standing at the beginning of their fourth year of medical school automatically receive a $10,000 tuition scholarship. Thus the scholarships total $20,000 per student. The goals of this program are to help these promising young adults complete their academic journey and become strong Osteopathic physicians and leaders in medicine and in their communities and for these scholarship recipients to return to Colorado to practice medicine once they complete their residencies and/or fellowships. This is the Colorado Springs Osteopathic Foundation’s contribution to increasing the number of physicians practicing medicine in Colorado.

During the 2014-2015 fiscal year, the Foundation awarded $10,000 scholarships to two third-year medical students and three fourth-year medical students:

Third-year Osteopathic Medical Student Scholarship Recipients

Ashley Harmening, Rocky Vista University College of Osteopathic Medicine (Centennial)

Jessica McGehee, Texas College of Osteopathic Medicine (Ft. Collins)

Fourth-year Osteopathic Medical Student Scholarship Recipients

Emily Albrecht, Rocky Vista University College of Osteopathic Medicine (La Junta)

David Baulesh, Rocky Vista University College of Osteopathic Medicine (Boulder)

Erin Ross, Rocky Vista University College of Osteopathic Medicine (Centennial)

Three new students were selected to receive $10,000 tuition scholarships during the 2015-2016 fiscal year:

Kelly Davis, Rocky Vista University College of Osteopathic Medicine (Colorado Springs)

Charles Strode, Rocky Vista University College

of Osteopathic Medicine (Colorado Springs)

Nicolas Zhou, Midwestern University Arizona College of Osteopathic Medicine (Highlands Ranch)

Walter S. Strode, D.O. Memorial ScholarshipThe Walter S. Strode, D.O. Memorial Scholarship was established by the Strode Family in partnership with the Colorado Springs Osteopathic Foundation in memory of Walter S. Strode, D.O. This annual $1,000 scholarship is designated for books, fees, supplies and equipment.

Sydney Schacht, Midwestern University Arizona College of Osteopathic Medicine (Boulder) was selected to receive the scholarship in the 2015-2016 fiscal year.

Christine Thomas, A.T. Still University Kirksville College of Osteopathic Medicine (Ft. Collins) was awarded the scholarship in the 2014-2015 fiscal year.

Grant guidelines and the Colorado Common Grant Application, as well as the scholarship guidelines and application may be found on the Foundation’s website: www.csof.org.

Sydney Schacht

Kelly Davis Charles Strode Nicolas Zhou

Ronald McDonald House: $6,000 in general operating support

Safe Passage: $10,000 for their Forensic Medical Services Program for 30 child victims of sexual assault

Silver Key Senior Services: $5,000 for transportation services program to provide 769 rides for seniors to access medical services

Special Kids Special Families: $5,000 for Zach’s Place which provides respite care for children with severe disabilities ages 2-21 and their families

Urban Peak: $10,000 in general operating support for emergency shelter, meals, individualized case management, mental health and substance abuse counseling and supportive housing services

The Foundation also provided $6,500 in discretionary awards to the American Heart Association for its Heart Walk, the Colorado Springs Independent Center for its first Celebrate Independence Expo, Memorial Hospital Foundation for the Hospital’s Cardiovascular Services, Care and Share Food Bank, the Center for Nonprofit Excellence’s Partners in Philanthropy Award Luncheon and The Gazette/El Pomar Foundation Empty Stocking Fund.

Page 3: MISSION: T STEOPATHIC HERITAGEat a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500

annualREPORT

2014-2015

A.T. Still Circle ($5,000 & Above)John H. Drabing, D.O.

Benefactor ($1000 - $4,999)Colorado Springs Health Partners

Ms. Diane Drabing

Mr. Kirk Drabing

Mr. and Mrs. Michael Drabing

Dr. and Mrs. Thomas Higginbotham

Dr. John Kurish

Dr. and Mrs. Thomas T. McCarthy

Drs. Joyce Michael and Michael Trumbull

Ms. Doris Ralston, MPA, CHES

Rocky Vista University College of Osteopathic Medicine

Dr. and Mrs. Ronald O. Royce

Paul Stanton, D.O.

Dr. and Mrs. Daniel Tell

United Healthcare

Dr. and Mrs. Michael Welch

Ms. Anne Zobec, N.P.

Patron ($500-$999)Mr. Jeffrey Drabing

Dr. and Mrs. William Griffis

Dr. Kristine Hembre

Dr. and Mrs. Curry Horak

Mr. and Mrs. Robert McDonald

Dr. and Mrs. Dirk Pikaart

Dr. and Mrs. Robert Sayre

Dr. and Mrs. Lloyd Strode

Dr. and Mrs. James Zimmer

Heritage ($250-$499)Dr. Linda Case

Mr. & Mrs. Lindsay Fischer

Dr. Stacy Greenspan

Dr. & Mrs. Charles Hughes

Mr. Erich Kennedy, Esq.

Dr. Cynthia Lund

Mr. and Mrs. John Potterat

Dr. and Mrs. Donald Spradlin

Friend ($100 - $249)Dr. Randall Bjork

Dr. Mark Cook

Dr. and Mrs. Donald Gazibara

Ms. Lynne Jones

Ms. Caroline Lewis

Dr. and Mrs. William Mandell

Anthony Ricci, Ph.D. and Sharon Brunink, Ph.D.

Robert Rota, CRNA, Ph.D.

Dr. Michael Sayers

Dr. and Mrs. William Woodworth

Mr. Sean Wyman

Associate (up to $100)Ms. Kathy Nelson

Dr. Tom Pence

Mr. Eric Ryan

Ms. Ruth Wells-Smith and Ms. Suzanne Wells-Linenberger

Thank You Fiscal Year 2014-2015 Donors!

Fund Development—How Can You Help?There are several great ways to contribute to the Foundation. Gifts of cash in all amounts are appreciated. Gifts may be unrestricted for general support of the Foundation or designated for a specific program. Also, gifts may be contributed in honor of or in memory of individuals or families. Furthermore, you may leave a legacy by including the Foundation in your will and estate plan.

A Charitable Bequest which is a distribution from your estate contained in your will is an important way to support the Foundation with a larger gift and leave a lasting legacy. For more information on the benefits to you and the Foundation by leaving charitable bequests consult your attorney and accountant.

Contributions to the Colorado Springs Osteopathic Foundation enable the Foundation to grow and benefit our community in greater ways. Every gift received is valued. As a private nonprofit foundation, donations to the Colorado Springs Osteopathic Foundation representing up to 30% of adjusted gross income may qualify for a deduction.

By donating to the Foundation, you are contributing to the health and well-being of the people in the Pikes Peak region of Colorado. For that, we cannot thank you enough.

Memorial and Honor GiftsIn Memory and in Honor of Norman E. Bjork Randall Bjork, M.D.

In Memory of Sally Drabing and in Honor of John H. Drabing, D.O. Ms. Diane Drabing

In Honor of John H. Drabing, D.O. Mr. Jeffrey Drabing

Mr. Kirk Drabing Mr. and Mrs. Michael Drabing Ms. Caroline Lewis Ms. Ruth Wells-Smith Ms. Suzanne Wells-Linenberger

In Memory of Mike McDonald and Grant Ralston Mr. and Mrs. Rob McDonald

Please note, if your name has been unintentionally omitted or misspelled, we apologize. Please send an email to [email protected] with the corrected information.

Page 4: MISSION: T STEOPATHIC HERITAGEat a time. At the end of the day, our Foundation is about adding value to others’ lives. During the 2014-2015 fiscal year, our Foundation awarded $162,500

What does it mean to be a member of the Colorado Springs Osteopathic Foundation? Members of the Foundation serve as ambassadors for the Foundation. In this role they assist with new member recruitment, contribute their expertise and serve on committees, or serve on the board of directors, promote the good work of our Foundation and make financial contributions to the Foundation. The Foundation’s membership application may be found on the website at CSOF.org and may be downloaded.

MEMBER ENGAGEMENT—WHAT CAN YOU DO?

ABRIDGED HISTORY OF THE COLORADO SPRINGS OSTEOPATHIC FOUNDATION The Colorado Springs Osteopathic Foundation was established as a public charity on August 14, 1984 as the result of the sale of Eisenhower Osteopathic Hospital to Summit Health Ltd. Its original purpose was to primarily engage in the conduct of medical care, medical education and public education. This was accomplished by operating an ambulatory osteopathic family practice clinic for the underserved populations in El Paso County and surrounding areas, conducting a family practice residency training program, providing a facility to train and educate Osteopathic medical students, interns, residents and fellows in an ambulatory family practice care setting and conducting continuing medical education programs; as well as, educating the public in matters relating to osteopathic medicine and health.

Today the Foundation is still organized and operated exclusively for charitable purposes. On July 1, 2009, the Foundation became a private, non-operating foundation. The Foundation’s purpose is to improve the health and well-being of our community consistent with its Osteopathic heritage. This is accomplished by making grants to qualified nonprofit tax-exempt public charities described in Sections 501 (c)(3) and 509 (a)(1) or 509 (a)(2) of the Internal Revenue Code of 1986, as amended, that meet its mission priorities, by providing tuition scholarships to Osteopathic medical students from Colorado and collaborating with like-minded organizations to develop solutions to meet community health needs. To view a video of our region’s osteopathic legacy, visit CSOF.org.

p 719.635.9057 | [email protected] | CSOF.org

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422 E. Vermijo, Suite 311

Colorado Springs, CO 80903

P.O. Box 49577

Colorado Springs, CO 80949

CASA’s Foundation Investor Award August 22, 2013

Partners in Philanthropy Outstanding Grant Making Organization October 3, 2012