Civic Intelligence

The Osteosarcoma Institute Inc

990 • Fiscal year 2019 • EIN 82-2921815

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.24x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

65th percentile

9.3%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

39th percentile

0.5%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$9,041,643

Up $43,820 (+0.5%) from 2018

Net Assets

Up

$8,951,643

Up $34,953 (+0.4%) from 2018

Liabilities

Up

$90,000

Up $8,867 (+11%) from 2018

Revenue

Down

$375,876

Down $8,931,671 (-96%) from 2018

Expenses

Down

$340,923

Down $49,934 (-13%) from 2018

Net Income

Down

$34,953

Down $8,881,737 (-100%) from 2018

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

2019

Assets$9,041,643
Liabilities$90,000
Net Assets$8,951,643

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

2019

Revenue$375,876
Expenses$340,923
Net Income$34,953
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$375,876
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
Rtn Earn Endowment Incm Other Fnds$8,916,690$8,951,643▲ $34,953
Pledges and Grants Receivable$8,936,483$8,036,992▼ $899,491
Cash and Non-Interest-Bearing Accounts$61,340$1,004,651▲ $943,311
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,997,823$9,041,643▲ $43,820
Liabilities
Accounts Payable and Accrued Expenses$81,133$90,000▲ $8,867
Total Liabilities$81,133$90,000▲ $8,867
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,916,690$8,951,643▲ $34,953
Total Liabilities and Net Assets / Fund Balance$8,997,823$9,041,643▲ $43,820
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bret AlexanderDirector/chair
Mchenry T Tichenor JrDirector/president/treasur
Mary Katherine Vigness ClarkeDirector
Dr Lee HelmanDirector/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Children's Hospital Los AngelesPersonal Services Of Dr. Lee Helman4650 SUNSET BOULEVARD MAILSTOP 54, La, CA 90027$175,713
Revenue and Support

Revenue Composition

Contributions and Grants
$375,876
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$375,876
Change in Net Assets
$34,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,876
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$375,876
Total Revenue per Form 990
$375,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,807
Grants and Similar Amounts Paid$60,116
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$198,540$36,750-$235,290
Grants to Domestic Orgs$60,116--$60,116
Fees for Services Legal$23,539--$23,539
Travel-$9,098-$9,098
Fees for Services Accounting-$7,500-$7,500
Insurance-$3,162-$3,162
Advertising-$1,976-$1,976
Other Expenses-$242-$242
Total Functional Expenses$282,195$58,728$0$340,923

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$340,923
Total Expenses per Audited Statements$340,923
Total Expenses per Form 990$340,923
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of Texas Md Anderson Cancer CenterHouston, TX-Phase Ii Multi-arm Clinical Trial Study of Durvalumab and Oleclumab$20,000
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2020-11-13
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
10

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 34,750. Fundraising expenses 0. Total expenses 34,750. Contracted services: program service expenses 198,540. Management and general expenses 0. Fundraising expenses 0. Total expenses 198,540. Charitable contributions: program service expenses 0. Management and general expenses 2,000. Fundraising expenses 0. Total expenses 2,000.

Form 990, Part XII, Line 2C

The organization has not changed its oversight process or selection process during the tax year.

Raw XML Appendix360 raw XML fields

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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PHASE II MULTI-ARM CLINICAL TRIAL STUDY OF DURVALUMAB AND OLECLUMAB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0746001118
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 301439
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0772301439
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REQUIRES GRANTEES TO SUBMIT DETAILED, SEMI-ANNUAL REPORTS DESCRIBING (I) EXPENDITURES AND UTILIZATION OF GRANT FUNDS FOR THE CURRENT REPORT PERIOD AND CUMULATIVELY, INCLUDING A RECONCILIATION TO THE PROJECT BUDGET; (II) A DETAILED DESCRIPTION OF WORK DONE DURING THE CURRENT REPORT PERIOD; (III) STATUS OF THE PROJECT AIMS AND OBJECTIVES; AND (IV) ANY PROPOSED MODIFICATIONS TO THE PROJECTION. A FINAL REPORT IS DUE WITHIN SIX MONTHS OF PROJECT COMPLETION. THE FOUNDATION ALSO HAS THE RIGHT TO CONDUCT ON-SITE INSPECTIONS AND REVIEW FINANCIAL RECORDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 34,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,750. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 198,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,540. CHARITABLE CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08997823
IRS990/TotalAssetsEOYAmt09041643
IRS990/TotalAssetsGrp/BOYAmt08997823
IRS990/TotalAssetsGrp/EOYAmt09041643
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0375876
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058728
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0282195
IRS990/TotalFunctionalExpensesGrp/TotalAmt0340923
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt081133
IRS990/TotalLiabilitiesEOYAmt090000
IRS990/TotalLiabilitiesGrp/BOYAmt081133
IRS990/TotalLiabilitiesGrp/EOYAmt090000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08916690
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08951643
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0189570
IRS990/TotalProgramServiceExpensesAmt0282195
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375876
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08997823
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09041643
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt09098
IRS990/TravelGrp/TotalAmt09098
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 CRESCENT COURT NO 700
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752012112
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0OSINST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MCHENRY TICHENOR JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142523250
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010F621F0680C713D1C374C627BC1566958DED545
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.47.93.10
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:46:30
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/ReturnTs02020-11-13T16:56:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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