WM L WETZEL MEMORIAL OSTEOPATHIC EDUCATIONAL & RESEARCH FOUNDATION (EIN 431095141) - 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

1962

Legal Domicile

Principal Officer

CHRIS PAYNTER DO

Phone

5736343415

Tax Period

2023-10-01 to 2024-09-30

WM L WETZEL MEMORIAL OSTEOPATHIC EDUCATIONAL & RESEARCH FOUNDATION, founded in 1962, is a small nonprofit that reported $915K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 37% operating deficit.

Mission

TO PROVIDE EDUCATIONAL ASSISTANCE TO OSTEOPATHIC PHYSICIANS AND STUDENTS. THE FOUNDATION PROMOTES RESEARCH, PROVIDES CONTINUING MEDICAL EDUCATION FOR OSTEOPATHIC PHYSICIANS, AND IS AN ACCREDITED AMERICAN OSTEOPATHIC ASSOCIATION AND ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION SPONSOR FOR CONTINUING MEDICAL EDUCATION PROGRAMS. SCHOLARSHIPS ARE AWARDED TO STUDENTS AT MISSOURI OSTEOPATHIC COLLEGES AND OSTEOPATHIC POST-GRADUATE PHYSICIANS.

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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 $65,913

Program Service Revenue $692,881

Investment Income $151,979

Other Revenue $4,096

TOTAL REVENUE $914,869

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $26,536

Program Expenses $1,115,239

Other Expenses $1,221,748

TOTAL EXPENSES $1,254,748

Year-over-Year Comparison

	2023	2022	Change
Revenue	$914,869	$1,012,046	-0.1%
Expenses	$1,254,748	$1,089,403	+0.2%
Net Income	$-339,879	$-77,357	+3.4%

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

$191,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BOWLES	Executive Dir.	1.00	Officer	$0	$28,012	$191,622
CHRIS BOWLES	ASSOC EX. DIRECTOR	15.00		$0	$31,332	$133,848
MICHAEL BROWN DO	Ex Officio	1.00	Director	$0	$0	$0
CHRIS PAYNTER DO	President	2.00	Officer Director	$0	$0	$0
KEN HEILES DO	Trustee	1.00	Director	$0	$0	$0
VICTORIA DAMBA DO	Past President	2.00	Officer Director	$0	$0	$0
JEFF DRYDEN DO	Trustee	1.00	Director	$0	$0	$0
CALEB LILES OMS	Ex Officio	1.00	Director	$0	$0	$0
BRUCE WILLIAMS DO	Finance Chair	1.00	Director	$0	$0	$0
JOHN BAILEY DO	Trustee	1.00	Director	$0	$0	$0
JEFF DAVIS DO	Ex Officio	1.00	Director	$0	$0	$0
WANDA WILSON DO	Trustee	1.00	Director	$0	$0	$0
KATIE DAVENPORT-KABONIC DO	President Elect	1.00	Officer Director	$0	$0	$0
CANDACE CHUNG OMS II	Student Trustee	1.00	Director	$0	$0	$0
PATRICK NAKASHIMA - MORAN DO	1st VP	1.00	Officer Director	$0	$0	$0
MARK PELIKAN DO	Trustee	1.00	Director	$0	$0	$0
NEIL PANDIT OMS II	Student Trustee	1.00	Director	$0	$0	$0
MEGAN MCBRIDE DO	Trustee	1.00	Director	$0	$0	$0
JARED NICHOLS DO	Trustee	1.00	Director	$0	$0	$0
EMILY BURGARD OMS II	Student Trustee	1.00	Director	$0	$0	$0
NICK MAYER DO	Trustee	1.00	Director	$0	$0	$0
KEN ZAREMSKI DO	Trustee	1.00	Director	$0	$0	$0
HAILEY VANRONZALEN	Ex Officio	1.00	Director	$0	$0	$0
ELIZABETH LUCORE DO	2nd VP	1.00	Officer Director	$0	$0	$0
NICHELLE CHASTAIN OMS	Ex Officio	1.00	Director	$0	$0	$0
SAMANTHA DELUCA OMS	Ex Officio	1.00	Director	$0	$0	$0
JUSTIN HAJICEK OMS	Ex Officio	1.00	Director	$0	$0	$0
HANNAH NEWLAND OMS	Ex Officio	1.00	Director	$0	$0	$0
TESS TOLEN DO	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	$914,869	$1,254,748	$2,944,385	$-339,879
2023	$1,012,046	$1,089,403	$2,887,138	$-77,357
2022	$1,082,955	$1,065,758	$2,773,257	$17,197
2021	$592,487	$634,479	$3,540,979	$-41,992
2020	$302,881	$673,411	$3,170,602	$-370,530
2019	$603,480	$836,004	$3,462,486	$-232,524
2018	$501,066	$804,898	$3,826,936	$-303,832

WM L WETZEL MEMORIAL OSTEOPATHIC EDUCATIONAL & RESEARCH FOUNDATION