Osteopathic Heritage Foundation

Nonprofit profile at a glance

EIN
316056252
IRS 990-PF coverage
2017–2025
Forms available
Form 990-PF 2025
Location
Dublin, OH, USA
Phone
6147374370
Rating
87
Verdict
STRONG
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$23,098,228
Expenses
$45,010,736

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2025

The foundation reported 65 grants totaling $11,979,827. The stated grant purposes included to build organizational capacity by increasing workforce retention and recruitment, enhancing leadership development and succession planning, and increasing impact through curriculum development and staff training., to support the family and childrens program to restore dignity, reunite families, reduce recidivism and transform lives affected by addiction and incarceration., and to convene leaders in the osteopathic profession to support creation of a national framework for advancing key aspects of osteopathic medical education and research and how they can be used to improve the us healthcare system., plus 41 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 83% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 92
  • Cost Efficiency: 92
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 13

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 92.4%; rating input score 92; 33rd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 91.7%; rating input score 92; 66th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 8.03; rating input score 13; 13th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 92.4% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 13th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 7 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 75 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Endowment Health: Endowment-health comparison scored 13/100.