AMERICAN OSLER SOCIETY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AMERICAN OSLER SOCIETY (EIN 36-3409105)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-29
IRS object ID
201310889349300031
Schema version
2012v2.1
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)
Timestamp2013-03-29T17:56:24-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1J MICHALE HAUBERT CPA PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12850 N SWAN RD STE 110AddressLine1
CityTUCSONCity
StateAZState
ZIP Code85712ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN363409105EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMERICAN OSLER SOCIETYBusinessNameLine1
Business Name Line2C/O R DENNIS BASTRONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlAMERNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line13575 N PANTANO RDAddressLine1
CityTUCSONCity
StateAZState
ZIP Code857502805ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameR DENNIS BASTRONName
TitleTREASURERTitle
Date Signed2013-03-27DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJ MICHALE HAUBERT CPAName
Phone5203181040Phone
Date Prepared2013-03-27DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts234189GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteAMERICANOSLER.ORGWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Type Of Org Other DescriptionEXEMPT ORGANTypeOfOrgOtherDescription
Year Formation1977YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionTO 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year74251ContributionsGrantsPriorYear
Contributions Grants Current Year64385ContributionsGrantsCurrentYear
Program Service Revenue Prior Year27324ProgramServiceRevenuePriorYear
Program Service Revenue CY17826ProgramServiceRevenueCY
Investment Income Prior Year537InvestmentIncomePriorYear
Investment Income Current Year56398InvestmentIncomeCurrentYear
Other Revenue Current Year1210OtherRevenueCurrentYear
Total Revenue Prior Year102112TotalRevenuePriorYear
Total Revenue Current Year139819TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year11620SalariesEtcPriorYear
Salaries Etc Current Year17563SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year89839OtherExpensePriorYear
Other Expenses Current Year74276OtherExpensesCurrentYear
Total Expenses Prior Year101459TotalExpensesPriorYear
Total Expenses Current Year91839TotalExpensesCurrentYear
Revenues Less Expenses Prior Year653RevenuesLessExpensesPriorYear
Revenues Less Expenses CY47980RevenuesLessExpensesCY
Total Assets BOY530295TotalAssetsBOY
Total Assets EOY578275TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY530295NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY578275NetAssetsOrFundBalancesEOY
Mission DescriptionTO 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense88052Expense
DescriptionPROMOTION OF MEDICAL HISTORY AND HUMANISM RELATED TO MEDICINE THROUGH SCHOLARSHIP AND EDUCATION.Description
Total Program Service Expense88052TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees1NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonR DENNIS BASTRONNamePerson
Telephone Number5209076169TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13575 N PANTANO ROADAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85750ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SANDRA W MOSS
PRESIDENT1.00XX000
PAMELA J MILLER
FIRST VICE P1.00XX000
HERBERT M SWICK
SECOND VICE1.00XX000
PAUL S MUELLER
SECRETARY10.00XX000
R DENNIS BASTRON
TREASURER2.50XX000
JOSEPH B VANDERVEER JR
EDITOR, OSLE1.00XX000
RICHARD L GOLDEN
HISTORIAN1.00XX000
MICHAEL BLISS
BOARD MEMBERX000
CHARLES S BRYAN
BOARD MEMBERX000
AMANDA E P DATE
BOARD MEMBERX000
JONATHON ERLEN
BOARD MEMBERX000
H MIKE JONES
BOARD MEMBERX000
J MARIO MOLINA
BOARD MEMBERX000
JOHN NOBLE
BOARD MEMBERX000
CYNTHIA D PITCOCK
BOARD MEMBERX000
SCOTT H PODOLSKY
BOARD MEMBERX000
CHARLES S ROBERTS
BOARD MEMBERX000
ALLEN B WEISSE
BOARD MEMBERX000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions64385AllOtherContributions
Total Contributions64385TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES1577015770
ACP ROYALTIES20562056
FieldValueIRS element (for citing)
Total Program Service Revenue17826TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column51486TotalRevenueColumn
Related Or Exempt Function Income51486RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities99282Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities94370Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities4912Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column4912TotalRevenueColumn
Related Or Exempt Function Income4912RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Total Revenue Column1210TotalRevenueColumn
Related Or Exempt Function Income1210RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1210TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column139819TotalRevenueColumn
Related Or Exempt Function Income75434RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total15000Total
Program Services15000ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2563Total
Program Services2563ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1950Total
Management And General1950ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total23419Total
Program Services22758ProgramServices
Management And General661ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5986Total
Program Services4810ProgramServices
Management And General1176ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total42921Total
Program Services42921ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total91839Total
Program Services88052ProgramServices
Management And General3787ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY10981BOY
EOY23950EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY18501BOY
EOY10686EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12500BOY
EOY16280EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY488313BOY
EOY527359EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY530295BOY
EOY578275EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY149400BOY
EOY463275EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY380895BOY
EOY115000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY530295BOY
EOY578275EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY530295BOY
EOY578275EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses47980ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedfalseFSAudited
Audit CommitteetrueAuditCommittee

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2525CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years108CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years23578CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year74251CurrentTaxYearMinus1Year
Current Tax Year64385CurrentTaxYear
Total164847Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2525CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years108CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years23578CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year74251CurrentTaxYearMinus1Year
Current Tax Year64385CurrentTaxYear
Total164847Total
FieldValueIRS element (for citing)
Public Support Total170164847PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years19368CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11717CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12477CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12319CurrentTaxYearMinus1Year
Total55881Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1947CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years774CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1245CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6924CurrentTaxYearMinus1Year
Total10890Total
FieldValueIRS element (for citing)
Total Support231618TotalSupport
Gross Receipts From Admissions Etc70522GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.71170PublicSupportPertcentage170
Public Support Pertcent Prior Year0.54820PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionFIDELITY INVESTMENTSDescription
Book Value527359BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities527359TotalOfBookValueSecurities

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN PREPARER GOES OVER THE FINAL FORM 990 RETURN WITH THE TREASURER.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19COPIES OF GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST.
OTHER FEES FOR SERVICESFORM 990, PART IX, LINE 11GADMINISTRATIVE SUPPORT 0 0 0 BEAN AWARD 4,500 0 0 MCGOVERN LECTURESHIP 5,070 0 0 OTHER ADMINISTRATIVE EXPENSES 150 0 0 MONEY MANAGEMENT FEES 3,291 661 0 PURCHASES - MERCHANDISE 7,816 0 0 BANK CHARGES 1,931 0 0

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