Civic Intelligence

The Osteosarcoma Institute Inc

990 • Fiscal year 2018 • EIN 82-2921815

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

100 Crescent Court No 700Dallas, TX 75201-2112

(214) 459-3330

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$5,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$8,997,823

No earlier filing loaded for comparison.

Net Assets

$8,916,690

No earlier filing loaded for comparison.

Liabilities

$81,133

No earlier filing loaded for comparison.

Revenue

$9,307,547

No earlier filing loaded for comparison.

Expenses

$390,857

No earlier filing loaded for comparison.

Net Income

$8,916,690

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2018: $8,997,823Liabilities 2018: $81,133Net Assets 2018: $8,916,6902018Assets 2019: $9,041,643Liabilities 2019: $90,000Net Assets 2019: $8,951,6432019Assets 2020: $8,269,582Liabilities 2020: $7,500Net Assets 2020: $8,262,0822020Assets 2021: $6,745,771Liabilities 2021: $15,500Net Assets 2021: $6,730,2712021Assets 2022: $6,110,939Liabilities 2022: $14,016Net Assets 2022: $6,096,9232022Assets 2023: $4,763,582Liabilities 2023: $45,345Net Assets 2023: $4,718,2372023Assets 2024: $6,267,513Liabilities 2024: $81,857Net Assets 2024: $6,185,6562024

Highlighted filing

2018

Assets$8,997,823
Liabilities$81,133
Net Assets$8,916,690

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2018: $9,307,547Expenses 2018: $390,857Net Income 2018: $8,916,6902018Revenue 2019: $375,876Expenses 2019: $340,923Net Income 2019: $34,9532019Revenue 2020: $453,721Expenses 2020: $1,143,282Net Income 2020: -$689,5612020Revenue 2021: $292,501Expenses 2021: $1,824,312Net Income 2021: -$1,531,8112021Revenue 2022: $749,958Expenses 2022: $1,383,306Net Income 2022: -$633,3482022Revenue 2023: $1,369,434Expenses 2023: $2,748,118Net Income 2023: -$1,378,6842023Revenue 2024: $4,166,894Expenses 2024: $2,699,475Net Income 2024: $1,467,4192024

Highlighted filing

2018

Revenue$9,307,547
Expenses$390,857
Net Income$8,916,690
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$9,307,547
Mission and Program Overview

Mission

The osteosarcoma institute will develop and execute a comprehensive, rational strategy to improve dramatically the life expectancy of relapsed and metastatic osteosarcoma patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$0$8,936,483▲ $8,936,483
Rtn Earn Endowment Incm Other Fnds$0$8,916,690▲ $8,916,690
Cash and Non-Interest-Bearing Accounts$0$61,340▲ $61,340
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$8,997,823▲ $8,997,823
Liabilities
Accounts Payable and Accrued Expenses$0$81,133▲ $81,133
Total Liabilities$0$81,133▲ $81,133
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$8,916,690▲ $8,916,690
Total Liabilities and Net Assets / Fund Balance$0$8,997,823▲ $8,997,823
Compensation and Service Providers

Employees

NameTitleBaseTotal
Dr Lee HelmanSecretary$5,000$5,000

Board Members and Trustees

NameTitle
Bret AlexanderDirector/chair
Mchenry T Tichenor JrDirector/president/treasurer
Mary Katherine Vigness ClarkeDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Children's Hospital Los AngelesOutline Plans, Budgets, & Resources Need4650 SUNSET BOULEVARD MAILSTOP 54, La, CA 90027$208,978
Revenue and Support

Revenue Composition

Contributions and Grants
$9,307,547
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$9,307,547
Change in Net Assets
$8,916,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$385,857
Salaries, Compensation, and Employee Benefits$5,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$340,903-$340,903
Fees for Services Legal-$20,242-$20,242
Travel-$16,230-$16,230
Current Officers, Directors, Trustees, and Key Employees-$5,000-$5,000
Advertising$4,975--$4,975
Insurance-$3,507-$3,507
Total Functional Expenses$4,975$385,882$0$390,857
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the president, mac tichenor, jr, prior to filing. All members of the governing body have access to form 990 upon request, but are not required to review the form before it is filed.

Form 990, Part VI, Section B, Line 12C

All board members, advisors, trustees, reviewers, and osteosarcoma institute inc. (osi) guests who attend meetings or have access to confidentinal osi information are subject to the conflict of interest policy. A certification adhering to the conflict of interest policy must be signed by these members before each osi related meeting to ensure all parties are following the policy. The overall policy limits discussions to only those relevant parties directly involved in reviews and evaluations or participating in specific meetings. Specifically, it requires those bound by the policy to (1) destroy or return all materials related to osi evaluations, (2) not to disclose or discuss the materials associated with any review, evaluation, or review meeting(s) with any other individual unless officially designated to participate in the review process, (3) not to disclose procurement information prior to the award of a grant/contract, and (4) to refer all inquiries concerning the review to the osi scientific review administrator or other designated official of the osi project. The board periodically evaluates all conflicts of interests as well as any factors pertaining to conflicts of interests through collaborative checks-and-balances performed by each board member and trustee. Conflicts of interest and confidentiality are highlighted at each meeting and throughout the scientific research process.

Form 990, Part VI, Section B, Line 15B

Compensation is based on fair market value of services described in the statement of work provided to each indpendent contractor.

Form 990, Part VI, Section C, Line 19

A copy of the osteosarcoma institute's governing documents, conflict of interest policy, and financial statements are available upon request to the public.

Filing and Contact Details

Filer

Filer Name
The Osteosarcoma Institute Inc
EIN
82-2921815
Phone
2144593330
Address
100 CRESCENT COURT NO 700, DALLAS, TX 75201-2112

Signing Officer

Name
Mchenry Tichenor Jr
Title
President
Phone
2142523250
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mchenry Tichenor Jr
Formed
2017
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Tolleson Private Wealth Management Lp
Address
5500 PRESTON ROAD SUITE 250, DALLAS, TX 75205
Preparer
Amy Armstrong
Phone
2142523250
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Board fees: program service expenses 0. Management and general expenses 50,000. Fundraising expenses 0. Total expenses 50,000. Contracted services: program service expenses 0. Management and general expenses 290,903. Fundraising expenses 0. Total expenses 290,903.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT, MAC TICHENOR, JR, PRIOR TO FILING. ALL MEMBERS OF THE GOVERNING BODY HAVE ACCESS TO FORM 990 UPON REQUEST, BUT ARE NOT REQUIRED TO REVIEW THE FORM BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS, ADVISORS, TRUSTEES, REVIEWERS, AND OSTEOSARCOMA INSTITUTE INC. (OSI) GUESTS WHO ATTEND MEETINGS OR HAVE ACCESS TO CONFIDENTINAL OSI INFORMATION ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. A CERTIFICATION ADHERING TO THE CONFLICT OF INTEREST POLICY MUST BE SIGNED BY THESE MEMBERS BEFORE EACH OSI RELATED MEETING TO ENSURE ALL PARTIES ARE FOLLOWING THE POLICY. THE OVERALL POLICY LIMITS DISCUSSIONS TO ONLY THOSE RELEVANT PARTIES DIRECTLY INVOLVED IN REVIEWS AND EVALUATIONS OR PARTICIPATING IN SPECIFIC MEETINGS. SPECIFICALLY, IT REQUIRES THOSE BOUND BY THE POLICY TO (1) DESTROY OR RETURN ALL MATERIALS RELATED TO OSI EVALUATIONS, (2) NOT TO DISCLOSE OR DISCUSS THE MATERIALS ASSOCIATED WITH ANY REVIEW, EVALUATION, OR REVIEW MEETING(S) WITH ANY OTHER INDIVIDUAL UNLESS OFFICIALLY DESIGNATED TO PARTICIPATE IN THE REVIEW PROCESS, (3) NOT TO DISCLOSE PROCUREMENT INFORMATION PRIOR TO THE AWARD OF A GRANT/CONTRACT, AND (4) TO REFER ALL INQUIRIES CONCERNING THE REVIEW TO THE OSI SCIENTIFIC REVIEW ADMINISTRATOR OR OTHER DESIGNATED OFFICIAL OF THE OSI PROJECT. THE BOARD PERIODICALLY EVALUATES ALL CONFLICTS OF INTERESTS AS WELL AS ANY FACTORS PERTAINING TO CONFLICTS OF INTERESTS THROUGH COLLABORATIVE CHECKS-AND-BALANCES PERFORMED BY EACH BOARD MEMBER AND TRUSTEE. CONFLICTS OF INTEREST AND CONFIDENTIALITY ARE HIGHLIGHTED AT EACH MEETING AND THROUGHOUT THE SCIENTIFIC RESEARCH PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS BASED ON FAIR MARKET VALUE OF SERVICES DESCRIBED IN THE STATEMENT OF WORK PROVIDED TO EACH INDPENDENT CONTRACTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE OSTEOSARCOMA INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 290,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,903.
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09307547
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0385882
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04975
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt081133
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IRS990/TotalLiabilitiesGrp/EOYAmt081133
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08916690
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IRS990/TotalReportableCompFromOrgAmt05000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09307547
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08997823
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt016230
IRS990/TravelGrp/TotalAmt016230
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752012112
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0OSINST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MCHENRY TICHENOR JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142523250
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OSTEOSARCOMA INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0OSTE
ReturnHeader/Filer/EIN0822921815
ReturnHeader/Filer/PhoneNum02144593330
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CRESCENT COURT NO 700
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752012112
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0777DA9701A096BB5A047DF2C5A5CC2D589798590
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D558180D73824C0C07C806C1FB077C0EF6C60208
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.47.93.248
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:27:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752873095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOLLESON PRIVATE WEALTH MANAGEMENT LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05500 PRESTON ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075205
ReturnHeader/PreparerPersonGrp/PhoneNum02142523250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY ARMSTRONG
ReturnHeader/ReturnTs02019-11-05T17:02:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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