OGDEN SURGICAL SOCIETY

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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

1963

Legal Domicile

Principal Officer

MARC JOHNSON MD

Phone

8015645585

Tax Period

2024-11-01 to 2025-10-31

OGDEN SURGICAL SOCIETY, founded in 1963, is a small nonprofit in the Diseases & Disorders sector that reported $666K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $151K, a strong 23% operating margin.

Mission

THE ORGANIZATION PROVIDES HEALTHCARE EDUCATION TO THE LOCAL COMMUNITY OF PROFESSIONAL ATTENDEES OF THE CONFERENCES SPECIFICALLY AND THE LOCAL COMMUNITY IN GENERAL WILL RECEIVE A COLLEGIAL, PROFESSIONAL EXPERIENCE FOCUSED ON HEALTH CARE AND COMMUNITY AT THE GREATEST POSSIBLE VALUE.

Program Service Accomplishments

Program 1

Expenses: $434,986

ANNUAL MEDICAL CONVENTION NORMALLY HAS 40-50 SPEAKERS PRESENT CURRENT MEDICAL TOPICS AND RESEARCH. THE CONVENTION NORMALLY HAS APPROXIMATELY 400 DOCTORS AND OTHER MEDICAL PROFESSIONALS ATTEND. THERE...

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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 (2024)

Revenue Breakdown

Contributions & Grants $259,522

Program Service Revenue $76,875

Investment Income $330,040

Other Revenue $0

TOTAL REVENUE $666,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,418

Fundraising Expenses $33,053

Program Expenses $434,986

Other Expenses $392,805

TOTAL EXPENSES $515,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$666,437	$715,655	-0.1%
Expenses	$515,223	$388,747	+0.3%
Net Income	$151,214	$326,908	-0.5%

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
ADAM TAINTOR	PRESIDENT	2.00	Director	$0	$0	$0
CRITT AADREMA MD	PRESIDENT EL	2.00	Director	$0	$0	$0
KRISTEN BACA MD	PAST PRESIDE	2.00	Director	$0	$0	$0
MARC JOHNSON MD	MD CHAIR	2.00	Director	$0	$0	$0
HEATHER HEILESON MD	MD CO-CHAIR	2.00	Director	$0	$0	$0
STEPHEN SCHARMANN MD	TREASURER	2.00	Director	$0	$0	$0
BRYAN CAMPBELL MD	SECRETARY	2.00	Director	$0	$0	$0
KURT RIFLEMAN MD	CME CHAIR	2.00	Director	$0	$0	$0
JASON HOAGLAND MD	TRUSTEE	2.00	Director	$0	$0	$0
DOUGLAS ANDERSON MD	TRUSTEE	2.00	Director	$0	$0	$0
VAL JOHNSON MD	TRUSTEE/HIST	2.00	Director	$0	$0	$0
PETRONELLA ADOMAKO MD	MEMBER-AT-LA	2.00	Director	$0	$0	$0
FRANK BROWN MD	MEMBER AT LA	2.00	Director	$0	$0	$0
BRIAN COWAN MPH	MEMBER-AT-LA	2.00	Director	$0	$0	$0
MICHAEL GRANT MD	MEMBER-AT-LA	2.00	Director	$0	$0	$0
ALBERT HARTMAN MX	MEMBER AT LA	2.00	Director	$0	$0	$0
CLARK MADSEN MD MS	MEMBER-AT-LA	2.00	Director	$0	$0	$0
SCOTT MOORE DO	MEMBER-AT-LA	2.00	Director	$0	$0	$0
ROBERT WHIPPLE MD	MEMBER-AT-LA	2.00	Director	$0	$0	$0
TERESA PUSKEDRA MPC	EXECUTIVE DI	2.00	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
2025	$666,437	$515,223	$2,697,734	$151,214
2024	$715,655	$388,747	$2,543,741	$326,908
2023	$417,481	$404,707	$2,220,377	$12,774
2022	$875,799	$361,506	$2,206,188	$514,293
2021	$507,615	$270,891	$1,755,750	$236,724
2020	$152,292	$189,844	$1,506,025	$-37,552
2019	$385,086	$338,016	$1,494,138	$47,070
2018	$256,089	$285,643	$1,419,444	$-29,554