AMERICAN OSLER SOCIETY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN OSLER SOCIETY (EIN 36-3409105)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201733129349302208
Schema version
2016v3.0
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)
Return2017-11-08T12:32:09-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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 Line1200 1ST ST SWAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP559050001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC JOAN RICHARDSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4097721595PhoneNum
Signature2017-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHALE HAUBERT CPAPreparerPersonNm
PTINP00171048PTIN
Phone5203181040PhoneNum
Preparation2017-11-07PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id7B0D73982A56024E38377A879211239E55C71C0FAtSubmissionCreationDeviceId
At Submission Filing Device Id707C1617CD59749002751B9FCFB10D24BCFE7340AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerC JOAN RICHARDSONPrincipalOfficerNm
Gross Receipts$227,444GrossReceiptsAmt
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$84,382PYContributionsGrantsAmt
CY Contributions Grants$62,864CYContributionsGrantsAmt
PY Program Service Revenue$19,825PYProgramServiceRevenueAmt
CY Program Service Revenue$29,572CYProgramServiceRevenueAmt
PY Investment Income$13,152PYInvestmentIncomeAmt
CY Investment Income$40,014CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$117,359PYTotalRevenueAmt
CY Total Revenue$132,450CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,591PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$21,592CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$121,541PYOtherExpensesAmt
CY Other Expenses$77,508CYOtherExpensesAmt
PY Total Expenses$143,132PYTotalExpensesAmt
CY Total Expenses$99,100CYTotalExpensesAmt
PY Revenues Less Expenses-$25,773PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$33,350CYRevenuesLessExpensesAmt
Total Assets BOY$605,281TotalAssetsBOYAmt
Total Assets EOY$638,631TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$605,281NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$638,631NetAssetsOrFundBalancesEOYAmt
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$90,704ExpenseAmt
DescPROMOTION OF MEDICAL HISTORY AND HUMANISM RELATED TO MEDICINE THROUGH SCHOLARSHIP AND EDUCATION.Desc
Total Program Service Expenses$90,704TotalProgramServiceExpensesAmt
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 (18 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PAUL S MUELLER
BOARD MEMBERYes (X)$0$0$0
JOSEPH B VANDERVEER JR
PRESIDENTYes (X)$0$0$0Yes (X)
LAUREL E DREVLOW
FIRST VICE PYes (X)$0$0$0Yes (X)
CHRISTOPHER J BOES
SECRETARYYes (X)$0$0$0Yes (X)
C JOAN RICHARDSON
TREASURERYes (X)$0$0$0Yes (X)
MICHAEL H MALLOY
EDITOR, OSLEYes (X)$0$0$0Yes (X)
W BRYANT BOUTWELL
BOARD MEMBERYes (X)$0$0$0
DAVID KC COOPER
BOARD MEMBERYes (X)$0$0$0
PAMELA J MILLER
BOARD MEMBERYes (X)$0$0$0
MICHAEL E MORAN
BOARD MEMBERYes (X)$0$0$0
HERBERT M SWICK
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 O 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
CLYDE PARTIN JR
SECOND VICEYes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$62,864AllOtherContributionsAmt
Total Contributions$62,864TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES$21,572$21,572
CONTRIBUTIONS$8,000$8,000
FieldValueIRS element (for citing)
Total Program Service Revenue$29,572TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,418TotalRevenueColumnAmt
Related Or Exempt Func Income$35,418RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$99,590SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$94,994SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,596SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,596TotalRevenueColumnAmt
Related Or Exempt Func Income$4,596RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$132,450TotalRevenueColumnAmt
Related Or Exempt Func Income$69,586RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,592TotalAmt
Program Services$1,592ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,426TotalAmt
Management And General$4,426ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,640TotalAmt
Program Services$12,640ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,429TotalAmt
Program Services$1,459ProgramServicesAmt
Management And General$3,970ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,353TotalAmt
Program Services$5,353ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$49,660TotalAmt
Program Services$49,660ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$99,100TotalAmt
Program Services$90,704ProgramServicesAmt
Management And General$8,396ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,132BOYAmt
EOY$11,217EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,868BOYAmt
EOY$10,555EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$1,320EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$580,281BOYAmt
EOY$615,539EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$605,281BOYAmt
EOY$638,631EOYAmt

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$464,370BOYAmt
EOY$486,291EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$140,911BOYAmt
EOY$152,340EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$605,281BOYAmt
EOY$638,631EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$605,281BOYAmt
EOY$638,631EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$33,350ReconcilationRevenueExpnssAmt
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$64,385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,679CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,382CurrentTaxYearMinus1YearAmt
Current Tax Year$62,864CurrentTaxYearAmt
Total$313,788TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,385CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,679CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,382CurrentTaxYearMinus1YearAmt
Current Tax Year$62,864CurrentTaxYearAmt
Total$313,788TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$313,788PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,888CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,298CurrentTaxYearMinus3YearsAmt
Total$23,186TotalAmt
FieldValueIRS element (for citing)
Total Support$336,974TotalSupportAmt
Gross Receipts Rltd Activities$64,990GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93120PublicSupportCY170Pct
Public Support PY1700.88460PublicSupportPY170Pct
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$615,539BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$615,539TotalBookValueSecuritiesAmt

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 11GBEAN AWARD 5,950 0 0 MCGOVERN LECTURESHIP 1,770 0 0 MONEY MANAGEMENT FEES 4,607 0 0 PURCHASES - MERCHANDISE 313 0 0 TOTAL 12,640 0 0

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