mission: t steopathic heritageconducted at cpcd and peak vista community health centers. with both...

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The Year in Review The 2016-2017 fiscal year was an exciting adventure – implementing new ideas from the Foundation’s updated strategic plan while continuing to excel with our community grant awards and Osteopathic medical student scholarship programs. With your support, we awarded $160,000 in grants to 14 nonprofit organizations including a $25,000 grant to the National Alliance on Mental Illness-C.S. (NAMI-C.S.) which is part of their three-year $75,000 grant. Scholarships totaling $51,000 were awarded to five Osteopathic medical students. Since established as a nonprofit private foundation in 2009, we have awarded a total of $1,480,800 in grants and $406,000 in Osteopathic medical student scholarships for which we can all be very proud. Our Foundation was recognized by the National Alliance on Mental Illness C.S. with their 2016 Advocate of the Year Award. This award was bestowed to our Foundation for our support of mental health outreach to underserved multicultural communities, crisis intervention team training for local law enforcement and first responders; as well as, Ending the Silence programming for middle and high school students. Also, two new initiatives were launched: CSOF Community Service Projects and Membership Meetings at Nonprofit Organizations the Foundation supports. Care and Share Food Bank and Community Partnership for Child Development (CPCD) were the recipients of our community service projects. Membership meetings were conducted at CPCD and Peak Vista Community Health Centers. With both initiatives, participants obtained a greater understanding and appreciation of their important roles in the health of our community’s most vulnerable citizens. Furthermore, the 1% Legacy Society was successfully founded and currently has nine CSOF members. Our success comes largely from the capable leadership of our Board of Directors, committee members, our donors who trust us with their hard earned dollars, and our partners – local nonprofit organizations and accredited Osteopathic medical colleges throughout the country. Working together to strengthen our Foundation allows us to pursue our mission with enthusiasm and have a positive impact on the health of our community. “Philanthropy isn’t just about big gifts, it’s about participation. It is about the grace that comes from working together.” –Marc Benioff Thank you for your confidence and trust in our leadership and for walking beside us as partners to make the Foundation ever more robust. It truly is a privilege, an honor and most rewarding to serve the Foundation and through it our community. 2016–2017 BOARD OF DIRECTORS Lynne Jones, President Rob McDonald, Immediate Past President Scott Robinson, D.O., President-Elect Judy Kaltenbacher, C.P.A., Treasurer Alex Constantinides, D.O., Secretary Michael Deen, J.D. Toni Green-Cheatwood, D.O. Lewis Lomas, C.P.A. Anthony Ricci, Ph.D. Ronald Royce, D.O. Alex Simpson, D.O. Lloyd Strode, D.O. FINANCIALS July 1, 2016 – June 30, 2017 Total Assets: $7,634,432 Total Net Assets: $7,629,114 Total Revenue and Gains: $761,512 Total Expenses: $347,826 annual REPORT 2016-2017 MISSION: TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY CONSISTENT WITH OUR OSTEOPATHIC HERITAGE Doris L. Ralston, MPA, CHES Executive Director & CEO Lynne Jones President of the Board 2016 - 2017 Community Grant Awards In our 2016-2017 fiscal year, we awarded $147,000 in community grants to 11 qualified nonprofit organizations that demonstrated a need in one of our three priority areas and had the capacity to engage in exemplary work. Ascending to Health Respite Care: $5,000 in general operating support to expand their recuperative care program which provides health care and respite to the chronically homeless Atlas Preparatory School: $5,000 in program support for their Healthy Scholars, Healthy Choices Program which provides direct mental health services and treatment on site at no cost to the students Daybreak – An Adult Day Program: $15,000 in general operating support to help provide a safe and secure environment for seniors with health issues, as their caregivers are provided respite Kidpower: $15,000 in program support to provide 12 interpersonal safety education workshops for approximately 228 economically disadvantaged children ages 5 to 12 and their parents/caregivers National Alliance on Mental Illness (NAMI) – C.S.: $25,000, 3 year general operating grant for outreach and program delivery to three targeted populations: minority communities, particularly black and Hispanic communities; law enforcement and first responders; and middle and high school age youth continued on next page

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Page 1: MISSION: T STEOPATHIC HERITAGEconducted at CPCD and Peak Vista Community Health Centers. With both initiatives, participants obtained a greater understanding and appreciation of their

The Year in ReviewThe 2016-2017 fiscal year was an exciting adventure – implementing new ideas from the Foundation’s updated strategic plan while continuing to excel with our community grant awards and Osteopathic medical student scholarship programs.

With your support, we awarded $160,000 in grants to 14 nonprofit organizations including a $25,000 grant to the National Alliance on Mental Illness-C.S. (NAMI-C.S.) which is part of their three-year $75,000 grant. Scholarships totaling $51,000 were awarded to five Osteopathic medical students. Since established as a nonprofit

private foundation in 2009, we have awarded a total of $1,480,800 in grants and $406,000 in Osteopathic medical student scholarships for which we can all be very proud.

Our Foundation was recognized by the National Alliance on Mental Illness C.S. with their 2016 Advocate of the Year Award. This award was bestowed to our Foundation for our support of mental health outreach to underserved multicultural communities, crisis intervention team training for local law enforcement and first responders; as well as, Ending the Silence programming for middle and high school students.

Also, two new initiatives were launched: CSOF Community Service Projects and Membership Meetings at Nonprofit Organizations the Foundation supports. Care and Share Food Bank and Community Partnership for Child Development (CPCD) were the recipients of our community service projects. Membership meetings were conducted at CPCD and Peak Vista Community Health Centers. With both initiatives, participants obtained a greater understanding and appreciation of their important roles in the health of our community’s most vulnerable citizens.

Furthermore, the 1% Legacy Society was successfully founded and currently has nine CSOF members.

Our success comes largely from the capable leadership of our Board of Directors, committee members, our donors who trust us with their hard earned dollars, and our partners – local nonprofit organizations and accredited Osteopathic medical colleges throughout the country. Working together to strengthen our Foundation allows us to pursue our mission with enthusiasm and have a positive impact on the health of our community. “Philanthropy isn’t just about big gifts, it’s about participation. It is about the grace that comes from working together.” –Marc Benioff

Thank you for your confidence and trust in our leadership and for walking beside us as partners to make the Foundation ever more robust. It truly is a privilege, an honor and most rewarding to serve the Foundation and through it our community.

2016–2017 BOARD OF DIRECTORS

Lynne Jones, President

Rob McDonald, Immediate Past President

Scott Robinson, D.O., President-Elect

Judy Kaltenbacher, C.P.A., Treasurer

Alex Constantinides, D.O., Secretary

Michael Deen, J.D.

Toni Green-Cheatwood, D.O.

Lewis Lomas, C.P.A.

Anthony Ricci, Ph.D.

Ronald Royce, D.O.

Alex Simpson, D.O.

Lloyd Strode, D.O.

FINANCIALS

July 1, 2016 – June 30, 2017

Total Assets: $7,634,432

Total Net Assets: $7,629,114

Total Revenue and Gains: $761,512

Total Expenses: $347,826

annualREPORT

2016-2017

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

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

Lynne Jones President of the Board 2016 - 2017

Community Grant AwardsIn our 2016-2017 fiscal year, we awarded $147,000 in community grants to 11 qualified nonprofit organizations that demonstrated a need in one of our three priority areas and had the capacity to engage in exemplary work.

Ascending to Health Respite Care: $5,000 in general operating support to expand their recuperative care program which provides health care and respite to the chronically homeless

Atlas Preparatory School: $5,000 in program support for their Healthy Scholars, Healthy Choices Program which provides direct mental health services and treatment on site at no cost to the students

Daybreak – An Adult Day Program: $15,000 in general operating support to help provide a safe and secure environment for seniors with health issues, as their caregivers are provided respite

Kidpower: $15,000 in program support to provide 12 interpersonal safety education workshops for approximately 228 economically disadvantaged children ages 5 to 12 and their parents/caregivers

National Alliance on Mental Illness (NAMI) – C.S.: $25,000, 3 year general operating grant for outreach and program delivery to three targeted populations: minority communities, particularly black and Hispanic communities; law enforcement and first responders; and middle and high school age youth

continued on next page

Page 2: MISSION: T STEOPATHIC HERITAGEconducted at CPCD and Peak Vista Community Health Centers. With both initiatives, participants obtained a greater understanding and appreciation of their

Community Impact: Springs Recovery ConnectionSprings Recovery Connection (SRC) is a grassroots nonprofit focused on removing the stigma of the disease of addiction, while providing hope of recovery. SRC accomplishes its mission through peer-to-peer and family support, community education, coaching and advocating for addiction policy changes.

Colorado ranked # 1 in the nation in illicit drug use for all age groups in the month of January 2016 – the issue of addiction is prevalent and growing. In 2015, the C.S. Fire Department responded to 9,648 opioid overdoses and another 3,000 people who overdosed on opioids presented at local hospitals.

SRC’s recovery support services are provided free of charge and serve a diverse clientele including people exiting substance abuse treatment programs, offenders re-entering our community after incarceration, the homeless, veterans, active duty military and recovering addicts looking for tools to maintain sobriety, as well as family members and other allies of those struggling with addiction. Cathy Plush is the founder and Executive Director of SRC and can be reached at 719-367-3292 or [email protected].

Osteopathic Medical Student Scholarship Program A major part of strengthening the Osteopathic presence in Colorado is through the tuition scholarships awarded every year to Osteopathic medical students. The goals of this program are to help these promising young adults complete their academic journey with a little less debt, to encourage the recipients to return to Colorado to practice medicine and to eventually “pay it forward” with their leadership and engagement in the Osteopathic profession. Learn more about our program at csof.org/scholarships.html.

During the 2016-2017 fiscal year, the Foundation awarded $10,000 scholarships to two, third-year medical students and three, fourth-year medical students totaling $50,000.

Third-year Osteopathic Medical Student Scholarship Recipients

Jenni Adams, A.T. Still University Arizona College of Osteopathic Medicine, (Englewood)

Katherine Rose, Rocky Vista University College of Osteopathic Medicine, (Colorado Springs)

Fourth-year Osteopathic Medical Student Scholarship Recipients

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

Charles Strode, Rocky Vista University College of Osteopathic Medicine (Colorado Springs)

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

Four new students (pictured above) were selected to receive $10,000 tuition scholarships during the 2017-2018 fiscal year.

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. Jacob Ripp, A.T. Still University Kirksville College of Osteopathic Medicine

(Colorado Springs) was selected to receive the scholarship in the 2017-2018 fiscal year.

Joseph LaPorta, Rocky Vista University College of Osteopathic Medicine (Monument) was awarded the scholarship in the 2016-2017 fiscal year.

Project Angel Heart: $10,000 in program support to provide 65,000 medically tailored home delivered meals to 555 critically ill Colorado Springs residents

Special Kids Special Families: $12,000 in program support for Zach’s Place which provides respite care for children with severe disabilities ages 2.5 to 21 and their families

Springs Recovery Connection: $15,000 in general operating support for their Peer Recovery Coach programs, Peer Support Groups and Community Education

Tri Lakes Cares: $10,000 in general operating support to improve people’s lives through emergency, self-sufficiency and relief programs including medical clinic and programs, food assistance and more

UCCS Center on Aging: $20,000 in program support to expand Medicare mental health services for seniors

Urban Peak: $15,000 in general operating support for individualized case management, mental health and substance abuse counseling, and medical care for homeless youth

In addition, our Foundation provided discretionary grants totaling $13,000 to the following qualified nonprofit organizations: Care & Share Food Bank, Springs Recovery Connection, Urban Peak, the Gazette’s Empty Stocking Fund, Exponent Philanthropy and Springs Rescue Mission. Discretionary grant funds allow the Foundation to be supportive and responsive to unanticipated needs and opportunities in the Pikes Peak region.

Peter Boucas Midwestern University

Chicago College of Osteopathic

Medicine (Loveland)

Jacob Ripp

Christina Draganich Rocky Vista

University College of Osteopathic

Medicine (Greenwood Village)

Nicholas Sloan Rocky Vista

University College of Osteopathic

Medicine (Pueblo West)

Coleen Waterhouse Rocky Vista

University College of Osteopathic

Medicine (Colorado Springs)

Page 3: MISSION: T STEOPATHIC HERITAGEconducted at CPCD and Peak Vista Community Health Centers. With both initiatives, participants obtained a greater understanding and appreciation of their

annualREPORT

2016-2017

1% Legacy Society (Estate Gifts, Bequests & Stock)

Alex Constantinides, D.O. John H. Drabing, D.O. Curry Horak, M.D. Mr. Rob & Ann McDonald Mrs. Doris Ralston Dr. Sidney & Karen Rubinow Dr. Lloyd & Cathy Strode Daniel Tell, D.O.

A.T. Still Circle: ($10,000 & Above)John H. Drabing, D.O.

Associate: ($5,000 - $9,999)Mr. Michael & Taren Drabing

Benefactor: ($1,000 - $4,999)

Ms. Diane Drabing Mr. Kirk Drabing Joyce Michael, D.O. & Michael Trumbull, Ph.D. Mrs. Doris Ralston Dr. Sidney & Karen Rubinow Rocky Vista University College of Osteopathic Medicine Dr. Robert & Penny Sayre Paul Stanton, D.O. Daniel Tell, D.O. Dr. & Mrs. Michael Welch Mrs. Anne Zobec, N.P.

Patron: ($500 - $999)

Alex Constantinides, D.O. Dr. Curry & Monica Horak** Ms. Lynne Jones George Juetersonke, D.O. Dr. Thomas & Janie McCarthy Anthony Ricci, Ph.D. Alex Simpson, D.O.* Dr. Lloyd & Cathy Strode* Dr. James & Barbara Zimmer

Heritage: ($250 - $499)

Linda Case, D.O. Mr. Michael & Lisa Deen Dr. Donald & Barbara Gazibara* Dr. Charles & Judy Hughes Mr. Rob & Ann McDonald Frank Piccinni, D.O.* Mr. John & Susan Potterat Dr. Donald & Mary Spradlin

Friend: (Up to $249)

Ronda Ammon, D.P.M. & Gerald Travers, D.P.M. Mr. Richard Dodge Mr. Frank Dowis Dr. Gerald & Beth Hamstra Ms. Judy Kaltenbacher, C.P.A. Mrs. Caroline Lewis Cynthia Lund, D.O.** Christopher Malinky, M.D.

William Mandell, D.O.** Peter McNally, D.O. Paul Numsen, D.O. Ms. Erica Oakley-Courage Ronald O. Royce, D.O. William H. Woodworth, Jr., D.O.

Thank You Fiscal Year 2016-2017 Donors!

Memorial and Honor GiftsIn Honor of John H. Drabing, D.O. Ms. Diane Drabing Mr. Kirk Drabing Mr. Michael & Taren Drabing Mrs. Caroline Lewis

In Memory of Michael McDonald & Grant Ralston Mr. Rob & Ann McDonald

In Memory of Cynthia McNally Peter McNally, D.O.

In Memory of Edith “Edy” Miller Joyce Michael, D.O. & Michael

Trumbull, Ph.D.

* Designated for Osteopathic Medical Student Scholarship Program

**Designated for Community Grant Program

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

Fund Development

Contributions to the Colorado Springs Osteopathic Foundation enable the Foundation to grow and benefit our community in greater ways. By donating to the Foundation, you are contributing to the health and well-being of the people in the Pikes Peak Region and preserving the Osteopathic identity in Colorado.

For this, we cannot thank you enough. As a private 501(c)(3) 509a nonprofit foundation, donations to the Foundation representing up to 30% of adjusted gross income may qualify for a deduction. There are many ways to contribute to the Colorado Springs Osteopathic Foundation from annual gifts of cash to including the Foundation in your estate plan. Learn more at csof.org/gifts.html.

1% Legacy Society The Foundation established the 1% Legacy Society to encourage long term support for the Foundation through Legacy gifts. Legacy giving is primarily about including the Foundation in your estate plan. However, it also includes significant gifts of stock and cash contributed during the donor’s life time. Designating the Foundation as a beneficiary of a qualified retirement account such as an IRA or 401(k) or life insurance are a few means to include the Foundation in your estate plan. Your bequest ensures the Colorado Springs Osteopathic Foundation will always be a vital part of the Colorado Springs community. Specific

programs may come and go, but the value of Osteopathic medicine in the life of patients and our community will remain.

Page 4: MISSION: T STEOPATHIC HERITAGEconducted at CPCD and Peak Vista Community Health Centers. With both initiatives, participants obtained a greater understanding and appreciation of their

Anyone interested in the mission of the Colorado Springs Osteopathic Foundation may apply to become a member. Members of the Foundation serve as Foundation ambassadors. In this role, they assist with new member recruitment, contribute their expertise, serve on committees, serve on the board of directors, attend membership meetings, promote the good work of the Foundation and make a financial contribution to the Foundation. Members of the Foundation elect new board members and may amend the Foundation’s Articles of Incorporation. There are no dues. The Foundation’s membership (engagement) application may be found on the Foundation’s website csof.org and downloaded.

DO YOU KNOW SOMEONE INTERESTED IN MEMBERSHIP?

p 719.635.9057 | [email protected] | csof.org

Like us on Facebook! Follow us on Twitter!

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

National Alliance on Mental Illness-C.S. (NAMI) 2016 Advocate of the Year May 4, 2017

COMMUNITY SERVICE PROJECTSOur Foundation is unique in that it has member volunteers, an untapped community resource. To complement the Foundation’s Community Grant Program, Community Service Projects were launched to tap into our human resources to further benefit selected nonprofit organizations in our community and to engage our members in the work that the Foundation supports. Our member volunteers and their family members participated in two projects. Our first project was conducted at Care and Share Food Bank on the 18th of August, a Saturday morning, assembling boxes and filling them with food for seniors. Our second project was donating new books for preschool children attending Community Partnership for Child Development’s Head Start program. Both community service opportunities met with remarkable success and team work!!

WHO WE ARE:

MEETINGS AT NONPROFIT ORGANIZATIONSIn addition to bringing nonprofit organization representatives to Foundation Membership meetings to learn more about their missions, we decided to take our meetings to some of the nonprofit organizations. The goal was to immerse our members into the work of the nonprofit organizations that the Foundation has supported with grant awards. Our first meeting was held at Community Partnership for Child Development and our second meeting was conducted at Peak Vista Community Health Centers. Our members learned in greater depth about the services and clients of these nonprofit organizations and how together we are all impacting our community’s health.

Established in 1984, Colorado Springs Osteopathic Foundation’s charitable mission lives on today through grant and scholarship awards, as well as collaboration with like-minded organizations to address community health issues. Learn more about our history and view a video of our region’s osteopathic legacy at our website, csof.org.