OSET INC (EIN 473488865) - 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

2015

Legal Domicile

Principal Officer

JILL PLANCHER

Phone

6465138131

Tax Period

2023-01-01 to 2023-12-31

OSET INC, founded in 2015, is a community nonprofit in the Health Care sector that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $647K, a strong 18% operating margin.

Mission

TO ORGANIZE SEMINARS THAT PROVIDE CONTINUING EDUCATION OPPORTUNITIES TO PHYSICIANS, OTHER HEALTH CARE PROFESSIONALS AND THE COMMUNITY THROUGHOUT THE YEAR IN EVERY SUBSPECIALTY FROM CHILD TO AGING ADULTS.

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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 $240,000

Program Service Revenue $3,392,540

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,632,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,928,907

Other Expenses $2,985,067

TOTAL EXPENSES $2,985,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,632,540	$3,178,797	+0.1%
Expenses	$2,985,067	$3,149,320	-0.1%
Net Income	$647,473	$29,477	+21.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN D PLANCHER MD	FOUNDER	15.00	Officer Director	$0	$0	$0
JILL PLANCHER	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
BRIAN BUSCONI MD	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE PETERSON PHD	CHIEF EDUCATION OFFICER	5.00	Officer Director	$0	$0	$0
KEVIN F BONNER MD	EXECUTIVE VICE CONFERENCE	5.00	Officer Director	$0	$0	$0
JOSEPH A ABBOUD MD	VICE CONFERENCE CHAIR	5.00	Officer 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	$3,632,540	$2,985,067	$2,594,977	$647,473
2022	$3,136,754	$2,623,992	$2,647,627	$512,762
2022	$3,178,797	$3,149,320	$2,478,666	$29,477
2021	$1,408,849	$1,547,936	$1,329,048	$-139,087
2020	$2,722,511	$2,256,837	$1,752,778	$465,674
2019	$2,378,418	$1,818,074	$1,079,365	$560,344
2018	$1,370,889	$1,300,590	$841,407	$70,299

OSET INC