Osler Institute Inc (EIN 351542793) - 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

1982

Legal Domicile

Phone

8122352080

Tax Period

2022-07-01 to 2023-06-30

Osler Institute Inc, founded in 1982, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $2.4M left a modest 7% surplus.

Mission

Provide educational seminars for Medical board exams and continuing education for individuals in the medical profession and to promote, establish and maintain the integrity of the local business climate

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,372,355

Investment Income $231,530

Other Revenue $0

TOTAL REVENUE $2,603,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $976,774

Fundraising Expenses $0

Other Expenses $1,452,592

TOTAL EXPENSES $2,429,366

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,603,885	$3,818,711	-0.3%
Expenses	$2,429,366	$2,327,372	+0.0%
Net Income	$174,519	$1,491,339	-0.9%

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

N/A

Employees

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

$137,651

Total Directors

$137,651

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph Selliken	President	40.00	Officer Director	$117,422	$0	$117,422
Sunhee Selliken	Director	20.00	Officer Director	$20,229	$0	$20,229

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	No data	No data	No data	No data
2023	$2,603,885	$2,429,366	$20,493,368	$174,519
2022	$3,818,711	$2,327,372	$20,347,627	$1,491,339
2021	$2,627,815	$2,173,565	$19,048,108	$454,250
2020	$3,188,741	$2,664,840	$18,468,105	$523,901
2019	$3,466,995	$2,938,571	$17,784,296	$528,424
2018	$3,538,286	$3,027,577	$17,265,793	$510,709

Osler Institute Inc