OSOI FOUNDATION

EIN: 270235546 501(c)(3)

NORMAN, OK

Total Revenue
N/A
Total Expenses
$31,349
Total Assets
N/A
Net Assets
N/A
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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
2009
Legal Domicile
OK
Principal Officer
JAMES L BOND MD
Phone
4053643040
Tax Period
2020-01-01 to 2020-12-31

Mission

TO INCREASE PUBLIC AWARENESS OF ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $31,883
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $31,349
Other Expenses $-534
TOTAL EXPENSES $31,349

Year-over-Year Comparison

2020 2019 Change
Revenue N/A $91,131 -1.0%
Expenses $31,349 $33,619 -0.1%
Net Income N/A $57,512 N/A
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES L BOND MD PRESIDENT & DIRECTOR 5.00
Director
$0 $0 $0
RICHARD A KIRKPATRICK MD SECRETARY & DIRECTOR 5.00
Director
$0 $0 $0
SCOTT M DE LA GARZA MD TREASURER & DIRECTOR 5.00
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
2020 No data $31,349 No data No data
2019 $91,131 $33,619 $2,153 $57,512
2018 $32,175 $11,499 $7,566 $20,676
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