AMERICAN OSLER SOCIETY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN OSLER SOCIETY (EIN 36-3409105)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201833129349300633
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-08T08:46:51-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860836452PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J MICHALE HAUBERT CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14566 N 1ST AVE STE 140AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP857185680ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363409105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN OSLER SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 CO RD 132 SEAddressLine1Txt
CityDOVERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55929ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN RICHARDSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4097721595PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHALE HAUBERT CPAPreparerPersonNm
PTINP00171048PTIN
Phone5203181040PhoneNum
Preparation2018-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm15:44:31IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF8E8C302B45B67843F13B8EA9C208F1DCF85C19AAtSubmissionCreationDeviceId
At Submission Filing Device IdA5F0722B2E1EE60B7359FC3108F559BC9498E2AFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOAN RICHARDSONPrincipalOfficerNm
Gross Receipts$297,018GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressAMERICANOSLER.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscEXEMPT ORGANOtherOrganizationDsc
Formation1977FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$62,864PYContributionsGrantsAmt
CY Contributions Grants$91,864CYContributionsGrantsAmt
PY Program Service Revenue$29,572PYProgramServiceRevenueAmt
CY Program Service Revenue$16,219CYProgramServiceRevenueAmt
PY Investment Income$40,014PYInvestmentIncomeAmt
CY Investment Income$82,064CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$132,450PYTotalRevenueAmt
CY Total Revenue$190,147CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,592PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,971CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$77,508PYOtherExpensesAmt
CY Other Expenses$90,783CYOtherExpensesAmt
PY Total Expenses$99,100PYTotalExpensesAmt
CY Total Expenses$115,754CYTotalExpensesAmt
PY Revenues Less Expenses$33,350PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$74,393CYRevenuesLessExpensesAmt
Total Assets BOY$638,631TotalAssetsBOYAmt
Total Assets EOY$713,024TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$638,631NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$713,024NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$112,936ExpenseAmt
Revenue$16,219RevenueAmt
DescPROMOTION OF MEDICAL HISTORY AND HUMANISM RELATED TO MEDICINE THROUGH SCHOLARSHIP AND EDUCATION.Desc
Total Program Service Expenses$112,936TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonC JOAN RICHARDSONPersonNm
Phone5072842585PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 1ST ST SWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP559050001ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAUREL DREVLOW
PRESIDENTYes (X)Yes (X)$0$0$0
CLYDE PARTIN
FIRST VICE PYes (X)Yes (X)$0$0$0
MARIO MOLINA
SECD VICE PRYes (X)Yes (X)$0$0$0
DOUGLAS LANSKA
SECRETARYYes (X)Yes (X)$0$0$0
JOAN RICHARDSON
TREASURERYes (X)Yes (X)$0$0$0
MICHAEL MOLLOY
EDITORYes (X)Yes (X)$0$0$0
JOSEPH VANDERVEER
PAST PRESIDEYes (X)$0$0$0
PAUL MUELLER
PAST PRESIDEYes (X)$0$0$0
HERBERT SWICK
PAST PRESIDEYes (X)$0$0$0
W BRYANT BOUTWELL
BOARD MEMBERYes (X)$0$0$0
JOHN WK WARD
BOARD MEMBERYes (X)$0$0$0
JAMES R WRIGHT JR
BOARD MEMBERYes (X)$0$0$0
JAMES BALLARD
BOARD MEMBERYes (X)$0$0$0
J GORDON FRIERSON
BOARD MEMBERYes (X)$0$0$0
ERIC L MATTESON
BOARD MEMBERYes (X)$0$0$0
VIVIAN C MCALISTER
BOARD MEMBERYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$91,864AllOtherContributionsAmt
Total Contributions$91,864TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES$15,144$15,144
CONTRIBUTIONS$1,075$1,075
FieldValueIRS element (for citing)
Total Program Service Revenue$16,219TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,199TotalRevenueColumnAmt
Related Or Exempt Func Income$47,199RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$133,831SecuritiesAmt
Other$7,905OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$106,871SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$26,960SecuritiesAmt
Other$7,905OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,865TotalRevenueColumnAmt
Related Or Exempt Func Income$34,865RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$190,147TotalRevenueColumnAmt
Related Or Exempt Func Income$98,283RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$22,500TotalAmt
Program Services$22,500ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,471TotalAmt
Program Services$2,471ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,100TotalAmt
Management And General$2,100ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$32,335TotalAmt
Program Services$32,335ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,923TotalAmt
Program Services$1,205ProgramServicesAmt
Management And General$718ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,110TotalAmt
Program Services$1,110ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$53,315TotalAmt
Program Services$53,315ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$115,754TotalAmt
Program Services$112,936ProgramServicesAmt
Management And General$2,818ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,217BOYAmt
EOY$6,888EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,555BOYAmt
EOY$9,373EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,320BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$615,539BOYAmt
EOY$696,763EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$638,631BOYAmt
EOY$713,024EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$486,291BOYAmt
EOY$528,026EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$152,340BOYAmt
EOY$184,998EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$638,631BOYAmt
EOY$713,024EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$638,631BOYAmt
EOY$713,024EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$74,393ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,679CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,864CurrentTaxYearMinus1YearAmt
Current Tax Year$91,864CurrentTaxYearAmt
Total$341,267TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,679CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,864CurrentTaxYearMinus1YearAmt
Current Tax Year$91,864CurrentTaxYearAmt
Total$341,267TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$341,267PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,298CurrentTaxYearMinus4YearsAmt
Total$11,298TotalAmt
FieldValueIRS element (for citing)
Total Support$352,565TotalSupportAmt
Gross Receipts Rltd Activities$63,418GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96800PublicSupportCY170Pct
Public Support PY1700.93120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 0ExplanationTxt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescFIDELITY INVESTMENTSDesc
Book Value$696,763BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$696,763TotalBookValueSecuritiesAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN PREPARER GOES OVER THE FINAL FORM 990 RETURN WITH THE TREASURER.
FORM 990, PAGE 6, PART VI, LINE 19COPIES OF GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST.
FORM 990, PART IX, LINE 11GMCGOVERN LECTURESHIP 15,449 0 0 BEAN AWARD 7,713 0 0 MANAGEMENT FEES 7,258 0 0 NEW AEQUANIMITAS TIES 1,182 0 0 RESEARCH STIPENDS 733 0 0 TOTAL 32,335 0 0

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