OSOI FOUNDATION

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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

Principal Officer

JAMES L BOND MD

Phone

4053643040

Tax Period

2020-01-01 to 2020-12-31

Mission

INCREASE PUBLIC AWARENESS OF ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SUPPORT AND CONDUCT RESEARCH, EDUCATIONAL AND INFORMATIONAL ACTIVITIES TO INCREASE PUBLIC AWARENESS OF ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SUPPORT AND PROVIDE EDUCATION TO HEALTHCARE PROFESSIONAL AND THE GENERAL PUBLIC REGARDING ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SPONSOR ORGANIZATIONS, SERVICES AND EVENTS THAT PROMOTE AND ENCOURAGE ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES AND TO SPONSOR REPORTS, EVENTS, MEETINGS AND WORKSHOPS FOR HEALTHCARE PROFESSIONALS AND THE GENERAL PUBLIC AND SUPPORT OTHER ORGANIZATIONS WITH SIMILAR OR RELATED TAX EXEMPT PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $31,349

TO INCREASE PUBLIC AWARENESS OF ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SUPPORT AND CONDUCT RESEARCH, EDUCATIONAL AND INFORMATIONAL ACTIVITIES TO INCREASE PUBLIC...

TO INCREASE PUBLIC AWARENESS OF ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SUPPORT AND CONDUCT RESEARCH, EDUCATIONAL AND INFORMATIONAL ACTIVITIES TO INCREASE PUBLIC AWARENESS OF ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SUPPORT AND PROVIDE EDUCATION TO HEALTHCARE PROFESSIONAL AND THE GENERAL PUBLIC REGARDING ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES; TO SPONSOR ORGANIZATIONS, SERVICES AND EVENTS THAT PROMOTE AND ENCOURAGE ORTHOPEDIC, SPORTS MEDICINE AND RELATED HEALTH AND WELLNESS ISSUES AND TO SPONSOR REPORTS, EVENTS, MEETINGS AND WORKSHOPS FOR HEALTHCARE PROFESSIONALS AND THE GENERAL PUBLIC AND SUPPORT OTHER ORGANIZATIONS WITH SIMILAR OR RELATED TAX EXEMPT PURPOSES.

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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 (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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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