2023-11-10T15:04:12-06:00 2022-12-31 752510320 MALNORY MCNEAL & COMPANY PC 4228 N CENTRAL EXPY SUITE 320 DALLAS TX 75206 990 2022-01-01 822921815 THE OSTEOSARCOMA INSTITUTE INC OSTE 9729038408 3963 MAPLE AVE 390 DALLAS TX 75219 MCHENRY TICHENOR JR PRESIDENT 9729038408 2023-11-10 1 MCHENRY TICHENOR JR 000000000 0 MARK MALNORY P00537508 2145590784 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MCHENRY TICHENOR JR 3963 MAPLE AVE 390 DALLAS TX 75219 749958 0 X OSINST.ORG X 2017 TX THE OSTEOSARCOMA INSTITUTE WILL DEVELOP AND EXECUTE A COMPREHENSIVE, RATIONAL STRATEGY TO DRAMATICALLY IMPROVE THE LIFE EXPECTANCY OF RELAPSED AND METASTATIC OSTEOSARCOMA PATIENTS. 3 3 3 0 0 0 291789 742858 0 0 712 7100 0 0 292501 749958 1223573 605000 0 0 290905 385138 0 0 278299 309834 393168 1824312 1383306 -1531811 -633348 6745771 6110939 15500 14016 6730271 6096923 X THE OSTEOSARCOMA INSTITUTE WILL DEVELOP AND EXECUTE A COMPREHENSIVE, RATIONAL STRATEGY TO DRAMATICALLY IMPROVE THE LIFE EXPECTANCY OF RELAPSED AND METASTATIC OSTEOSARCOMA PATIENTS. 0 0 200000 200000 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND GRANTS FOR A TOTAL OF $404,411 TRANSLATIONAL SCIENCE GRANT AGREEMENTS WITH THE UNIVERSITY OF MINNESOTA. $200,000 OF THIS WAS FUNDED IN 2022. 185000 185000 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND GRANTS FOR A TOTAL OF $560,000 PRECLINICAL AND TRANSLATIONAL SCIENCE GRANT AGREEMENTS WITH UNIVERSITY OF CALIFORNIA, SAN FRANCISCO. $185,000 OF THIS WAS FUNDED IN 2022. 165000 165000 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND TWO GRANTS FOR A TOTAL OF $1,300,000 FOR A CLINICAL TRIAL AND CORRELATIVE STUDY WITH THE DANA FARBER CANCER INSTITUTE. $165,000 OF THIS WAS FUNDED IN 2022. 437430 55000 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND GRANTS FOR A TOTAL OF $700,000 FOR CLINICAL TRIAL AND TRANSLATIONAL SCIENCE GRANT AGREEMENTS WITH THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER. $55,000 OF THIS WAS FUNDED IN 2022. 437430 55000 987430 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 X X MCHENRY TICHENOR JR 9729038408 3963 MAPLE AVE STE 390 DALLAS TX 75219 LEE HELMAN INSTITUTE DIRECTOR 16.00 X 193545 0 0 MCHENRY TICHENOR JR CHAIR OF BOARD OF TRUSTEES 40.00 X X 0 0 0 MARY KATHERINE CLARKE BOARD OF TRUSTEES 2.00 X X 0 0 0 LISA TICHENOR BOARD OF TRUSTEES 2.00 X 0 0 0 BRET ALEXANDER FORMER CHAIR OF BOARD OF TRUSTEES 2.00 X X 0 0 0 193545 0 0 1 0 1 0 0 742858 742858 7100 7100 749958 0 0 7100 605000 605000 193545 193545 164353 69000 95353 4227 1844 2383 10476 1811 8665 12537 5279 7258 73500 73500 4362 4362 8994 8994 209585 72348 137237 34354 18681 15673 11156 3885 7271 3474 1648 1826 32995 32995 4227 3639 588 DUES AND MEMBERSHIPS 10465 38 8382 2045 OTHER EXPENSES 56 56 1383306 987430 117577 278299 228387 477957 1826504 2975000 4690880 2657982 6745771 6110939 15500 14016 15500 14016 X 0 0 0 0 6730271 6096923 6730271 6096923 6745771 6110939 -633348 0 X 0 1 X 1 0 X 21064 25367 143090 291789 742858 1224168 21064 25367 143090 291789 742858 1224168 388286 835882 712 7100 7812 1231980 0.67850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 749958 0 749958 0 749958 1383306 0 1383306 0 1383306 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX PROVISIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERON OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION OF UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE OPERATING STATEMENTS OR ACCRUED IN THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS INCOME TAX BASIS. 1 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 042263040 165000 0 CLINICAL TRIAL AND CORRELATIVE RESEARCH GRANTS THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 55000 0 CLINICAL TRIAL GRANT REGENTS OF THE UNIVERSITY OF MINNESOTA 200 SE OAK ST MINNEAPOLIS MN 55455 010759982 200000 0 TRANSLATIONAL RESEARCH GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 490 ILLINOIS STREET 4TH FL SAN FRANCISCO CA 94143 946036493 185000 0 TRANSLATIONAL RESEARCH GRANTS PART I, LINE 2: THE 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 MODIFICATION OF THE PROJECT. THE FOUNDATION ALSO HAS THE RIGHT TO CONDUCT ON-SITE INSPECTIONS AND REVIEW FINANCIAL RECORDS. X 0 0 0 0 0 0 0 0 0 LEE HELMAN INSTITUTE DIRECTOR 193545 0 0 0 0 0 0 0 0 0 193545 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MCHENRY TICHENOR, JR AND LISA TICHENOR ARE MARRIED TO ONE ANOTHER. 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, REVEIWERS, AND OSTEOSARCOMA INSTITUTE INC. (OSI) GUESTS WHO ATTEND MEETING OR HAVE ACCESS TO CONFIRENTIAL 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 PARITES DIRECTLY INVOLVED IN THE REVIEWS AND EVALUATIONS OR PARTICIPATING IN THE 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 INQUIRES CONCERNING THE REVIEW TO THE OSI SCIENTIFIC REVIEW ADMINISTRATOR OR OTHER DESIGNATED OFFICIAL OF THE OSI PROJECT. THE BOARD PERIODICALLY EVALUATES ALL CONFLICTS OF INTEREST, 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 INDEPENDENT CONTRACTOR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS REVIEWED BY THE PRESIDENT, MCHENRY 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 C, LINE 19 A COPY OF THE OSTEOSARCOMA INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT ARE AVAILABLE UPON REQUEST SECTION B, LINE 13 AND 14 ON OCTOBER 10, 2023, THE BOARD OF DIRECTORS OF THE ORGANIZATION ADOPTED A WHISTLEBLOWER POLICY, A FRAUD POLICY AND A DOCUMENT RETENTION AND DESTRUCTION POLICY.