AMERICAN OSLER SOCIETY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AMERICAN OSLER SOCIETY (EIN 36-3409105)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-06
IRS object ID
201543109349301764
Schema version
2014v5.0
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)
Return2015-11-06T13:28:21-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHALE HAUBERT CPAPreparerPersonNm
PTINP00171048PTIN
Phone5203181040PhoneNum
Preparation2015-11-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Gross Receipts$212,662GrossReceiptsAmt
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$71,679PYContributionsGrantsAmt
CY Contributions Grants$30,478CYContributionsGrantsAmt
PY Program Service Revenue$20,702PYProgramServiceRevenueAmt
CY Program Service Revenue$10,935CYProgramServiceRevenueAmt
PY Investment Income$83,680PYInvestmentIncomeAmt
CY Investment Income$47,620CYInvestmentIncomeAmt
PY Other Revenue$185PYOtherRevenueAmt
CY Other Revenue$30CYOtherRevenueAmt
PY Total Revenue$176,246PYTotalRevenueAmt
CY Total Revenue$89,063CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,290PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,821CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$95,240PYOtherExpensesAmt
CY Other Expenses$83,179CYOtherExpensesAmt
PY Total Expenses$111,530PYTotalExpensesAmt
CY Total Expenses$101,000CYTotalExpensesAmt
PY Revenues Less Expenses$64,716PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$11,937CYRevenuesLessExpensesAmt
Total Assets BOY$642,991TotalAssetsBOYAmt
Total Assets EOY$631,054TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$642,991NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$631,054NetAssetsOrFundBalancesEOYAmt
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$95,967ExpenseAmt
DescPROMOTION OF MEDICAL HISTORY AND HUMANISM RELATED TO MEDICINE THROUGH SCHOLARSHIP AND EDUCATION.Desc
Total Program Service Expenses$95,967TotalProgramServiceExpensesAmt
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 DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAUL S MUELLER
PRESIDENTYes (X)Yes (X)$0$0$0
JOSEPH B VANDERVEER JR
FIRST VICE PYes (X)Yes (X)$0$0$0
LAUREL E DREVLOW
SECOND VICEYes (X)Yes (X)$0$0$0
CHRISTOPHER J BOES
SECRETARYYes (X)Yes (X)$0$0$0
C JOAN RICHARDSON
TREASURERYes (X)Yes (X)$0$0$0
MICHAEL H MALLOY
EDITOR, OSLEYes (X)Yes (X)$0$0$0
RICHARD L GOLDEN
HISTORIANYes (X)Yes (X)$0$0$0
DARRYL D BINDSCHADLER
BOARD OF DIRYes (X)$0$0$0
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
SANDRA MOSS
BOARD MEMBERYes (X)$0$0$0
ROBERT R NESBIT JR
BOARD MEMBERYes (X)$0$0$0
HERBERT M SWICK
BOARD MEMBERYes (X)$0$0$0
JOHN WK WARD
BOARD MEMBERYes (X)$0$0$0
ALLEN B WEISSE
BOARD MEMBERYes (X)$0$0$0
JAMES R WRIGHT JR
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$30,478AllOtherContributionsAmt
Total Contributions$30,478TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES$10,598$10,598
ACP ROYALTIES$337$337
FieldValueIRS element (for citing)
Total Program Service Revenue$10,935TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,436TotalRevenueColumnAmt
Related Or Exempt Func Income$30,436RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$140,783SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$123,599SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,184SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,184TotalRevenueColumnAmt
Related Or Exempt Func Income$17,184RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Total Revenue Column$30TotalRevenueColumnAmt
Related Or Exempt Func Income$30RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$30OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,063TotalRevenueColumnAmt
Related Or Exempt Func Income$58,585RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,500TotalAmt
Program Services$16,500ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,321TotalAmt
Program Services$1,321ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$63TotalAmt
Management And General$63ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,681TotalAmt
Program Services$18,681ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,251TotalAmt
Program Services$4,281ProgramServicesAmt
Management And General$4,970ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$55,184TotalAmt
Program Services$55,184ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$101,000TotalAmt
Program Services$95,967ProgramServicesAmt
Management And General$5,033ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$73,179BOYAmt
EOY$31,595EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,661BOYAmt
EOY$10,661EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,930BOYAmt
EOY$7,900EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$555,221BOYAmt
EOY$580,898EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$642,991BOYAmt
EOY$631,054EOYAmt

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$518,916BOYAmt
EOY$500,378EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$124,075BOYAmt
EOY$130,676EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$642,991BOYAmt
EOY$631,054EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$642,991BOYAmt
EOY$631,054EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$11,937ReconcilationRevenueExpnssAmt
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$23,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,679CurrentTaxYearMinus1YearAmt
Current Tax Year$30,478CurrentTaxYearAmt
Total$264,371TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,679CurrentTaxYearMinus1YearAmt
Current Tax Year$30,478CurrentTaxYearAmt
Total$264,371TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$264,371PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,477CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,298CurrentTaxYearMinus1YearAmt
Total$47,982TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,245CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,924CurrentTaxYearMinus3YearsAmt
Total$8,169TotalAmt
FieldValueIRS element (for citing)
Total Support$320,522TotalSupportAmt
Gross Receipts Rltd Activities$41,401GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82480PublicSupportCY170Pct
Public Support PY1700.77320PublicSupportPY170Pct
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 8,169ExplanationTxt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescFIDELITY INVESTMENTSDesc
Book Value$580,898BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$580,898TotalBookValueSecuritiesAmt

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 4,309 0 0 MCGOVERN LECTURESHIP 5,207 0 0 MONEY MANAGEMENT FEES 8,687 0 0 PURCHASES - MERCHANDISE 478 0 0

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