Mary L and William J Osher Foundation (EIN 205094518) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Michael Rubenstein

Phone

3466994523

Tax Period

2023-09-01 to 2024-08-31

Mary L and William J Osher Foundation, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 95% from the prior year, signaling strong growth momentum. Expenses of $3.5M exceeded revenue, resulting in a 134% operating deficit.

Mission

Support advancement of the human condition - human rights, health, education & maintenance of peace.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,531,493

Other Revenue $-40,063

TOTAL REVENUE $1,491,430

Expense Breakdown

Grants Paid $3,150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,150,000

Other Expenses $333,669

TOTAL EXPENSES $3,483,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,491,430	$764,031	+1.0%
Expenses	$3,483,669	$932,589	+2.7%
Net Income	$-1,992,239	$-168,558	+10.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$222,992

Total Directors

$222,992

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Rubenstein	President	1.00	Officer Director	$0	$0	$0
Suzanne Jacobson	Secretary	1.00	Officer Director	$0	$9,736	$222,992
Martha Kaplan Freedman	Trustee	1.00	Director	$0	$0	$0
Elizabeth Osher Del-Pico	Trustee	1.00	Director	$0	$0	$0
Anne Osher	Trustee	1.00	Director	$0	$0	$0
Henry P Osher	Trustee	1.00	Director	$0	$0	$0
Esther Polland	Trustee	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,491,430	$3,483,669	$32,305,051	$-1,992,239
2023	$764,031	$932,589	$32,332,778	$-168,558
2022	$1,890,341	$1,875,466	$31,678,792	$14,875
2021	$2,257,453	$2,307,513	$38,028,789	$-50,060
2020	$-356,716	$766,568	$32,883,607	$-1,123,284
2019	$1,519,959	$3,404,052	$32,964,797	$-1,884,093
2018	$2,308,610	$1,160,565	$35,127,155	$1,148,045

Mary L and William J Osher Foundation