AMERICAN OSLER SOCIETY (EIN 363409105) - 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

1977

Legal Domicile

Principal Officer

ANDREW T NADELL

Phone

6263461670

Tax Period

2023-01-01 to 2023-12-31

AMERICAN OSLER SOCIETY, founded in 1977, is a small nonprofit that reported $293K in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 33% operating margin.

Mission

TO PROMOTE EDUCATION IN THE HUMANISM OF MEDICINE, THE HUMANITIES RELATED TO MEDICINE AND THE HISTORY OF MEDICINE AS EXEMPLIFIED BY THE LIFE OF W. OSLER.

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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 $151,248

Program Service Revenue $113,576

Investment Income $28,539

Other Revenue $0

TOTAL REVENUE $293,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,793

Fundraising Expenses $0

Program Expenses $180,622

Other Expenses $160,984

TOTAL EXPENSES $196,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$293,363	$145,272	+1.0%
Expenses	$196,777	$280,250	-0.3%
Net Income	$96,586	$-134,978	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER J BOES	BOARD OF GOA	N/A	Director	$0	$0	$0
PRIYA DAVE	BOARD OF GOV	N/A	Director	$0	$0	$0
MATTHEW EDWARDS	BOARD OF GOV	N/A	Director	$0	$0	$0
M GABY FRANK	SECRETARY	N/A	Officer Director	$0	$0	$0
TEE GUIDOTTI	BOARD OF GOV	N/A	Director	$0	$0	$0
BRUCE A HOEKSTRA	BOARD OF GOV	N/A	Director	$0	$0	$0
JAMES R WRIGLEY JR	FIRST VICE P	N/A	Officer Director	$0	$0	$0
JOHN SKIP HARRIS JR	SECOND VICE	N/A	Officer Director	$0	$0	$0
J SUSAN KELEN	BOARD OF GOV	N/A	Director	$0	$0	$0
ROLANDO DEL MAESTRO	BOARD OF GOV	N/A	Director	$0	$0	$0
ROBERT G MENNEL	BOARD OF GOV	N/A	Officer Director	$0	$0	$0
MICHAEL H MOLLORY	EDITOR, OSLE	N/A	Officer Director	$0	$0	$0
ANDREW T NADELL	TREASURER	N/A	Officer Director	$0	$0	$0
SUTCHIN PATEL	BOARD OF GOV	N/A	Director	$0	$0	$0
ALICE RHOTON-VLASAK	BOARD OF GOV	N/A	Director	$0	$0	$0
C JOAN RICHARDSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
MICHAEL PH STANLEY	BOARD OF GOV	N/A	Director	$0	$0	$0
ROB STONE	DIGITAL ARCH	N/A	Officer Director	$0	$0	$0
HERBERT M SWICK	HISTORIAN	N/A	Officer Director	$0	$0	$0
LEONARD WANG	BOARD OF GOV	N/A	Director	$0	$0	$0
DAVID J WOLF	BOARD OF GOV	N/A	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	No data	No data	No data	No data
2023	$293,363	$196,777	$940,182	$96,586
2022	$145,272	$280,250	$843,596	$-134,978
2021	$192,041	$65,774	$978,574	$126,267
2020	$272,029	$136,465	$853,712	$135,564
2019	$249,630	$153,358	$766,743	$96,272
2018	$84,249	$126,802	$670,471	$-42,553

AMERICAN OSLER SOCIETY