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Nonprofiteer
← OSTEOSARCOMA INSTITUTE

Form 990 for tax year 2023

Filed by OSTEOSARCOMA INSTITUTE.

Totals

Total revenue
$1,369,434
Total expenses
$2,748,118
Contributions and grants received
$1,258,050
Grants paid
$1,674,320
Program service revenue
$0
Investment income
$111,384
Other revenue
$0
Total assets, end of year
$4,763,582
Total liabilities, end of year
$45,345
Net assets or fund balances, end of year
$4,718,237
Program services expenses (Part IX)
$2,182,440
Management and general expenses
$188,974
Fundraising expenses
$376,704
Program service expenses (Part III)
$2,182,440

Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,258,050

  • 3 · Investment income

    total $111,384 · excluded $111,384

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,424,320 · program services $1,424,320

  • 3 · Grants to foreign organizations and individuals

    total $250,000 · program services $250,000

  • 5 · Compensation of officers, directors and key employees

    total $240,915 · program services $240,915

  • 7 · Other salaries and wages

    total $306,916 · program services $90,557 · management and general $42,580 · fundraising $173,779

  • 8 · Pension plan contributions

    total $9,127 · program services $2,852 · management and general $1,297 · fundraising $4,978

  • 9 · Other employee benefits

    total $28,186 · fundraising $28,186

  • 10 · Payroll taxes

    total $27,661 · program services $7,506 · management and general $4,266 · fundraising $15,889

  • 11a · Fees: management

    total $70,375 · program services $70,375

  • 11b · Fees: legal

    total $19,002 · program services $7,761 · management and general $9,269 · fundraising $1,972

  • 11c · Fees: accounting

    total $30,864 · management and general $30,864

  • 12 · Advertising and promotion

    total $153,358 · management and general $67,646 · fundraising $85,712

  • 13 · Office expenses

    total $14,992 · program services $4,600 · management and general $5,872 · fundraising $4,520

  • 14 · Information technology

    total $29,306 · program services $5,588 · management and general $3,917 · fundraising $19,801

  • 16 · Occupancy

    total $10,052 · management and general $10,052

  • 17 · Travel

    total $23,021 · program services $1,423 · management and general $179 · fundraising $21,419

  • 19 · Conferences, conventions and meetings

    total $82,246 · program services $71,687 · fundraising $10,559

  • 23 · Insurance

    total $4,516 · management and general $4,047 · fundraising $469

  • 24a · Other expenses: OTHER EXPENSES

    total $11,047 · program services $1,147 · management and general $7,446 · fundraising $2,454

  • 24b · Other expenses: PAYROLL ADMINISTRATION

    total $8,519 · program services $2,259 · management and general $729 · fundraising $5,531

  • 24c · Other expenses: DUES AND MEMBERSHIPS

    total $3,695 · program services $1,450 · management and general $810 · fundraising $1,435

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $477,957 · end of year $777,919

  • 2 · Savings and temporary cash investments

    beginning of year $2,975,000 · end of year $3,179,082

  • 3 · Pledges and grants receivable

    beginning of year $2,657,982 · end of year $806,262

  • 9 · Prepaid expenses and deferred charges

    end of year $319

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,016 · end of year $45,345

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,096,923 · end of year $4,718,237

Mission and programs · 2023

Mission

THE MISSION OF THE OSTEOSARCOMA INSTITUTE IS TO DRAMATICALLY INCREASE TREATMENT OPTIONS AND SURVIVAL RATES IN OSTEOSARCOMA PATIENTS THROUGH IDENTIFYING AND FUNDING THE MOST PROMISING AND BREAKTHROUGH OSTEOSARCOMA CLINICAL TRIALS AND SCIENCE.

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL GRANT FOR A TOTAL OF $500,000 WITH EMORY UNIVERSITY. $250,000 OF THIS WAS FUNDED IN 2023.

    Expenses $250,000 · Grants $250,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND A TOTAL OF $560,000 FOR CORRELATIVE STUDY AND TRANSLATIONAL SCIENCE GRANT WITH THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO. $200,000 OF THIS WAS FUNDED IN 2023.

    Expenses $200,000 · Grants $200,000

  • 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. $355,000 OF THIS WAS FUNDED IN 2023.

    Expenses $355,000 · Grants $355,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TOTAL OF $500,000 TRANSLATIONAL RESEARCH GRANT WITH MD ANDERSON CANCER CENTER. IN 2023, $124,314 WAS FUNDED.

    Expenses $124,314 · Grants $124,314

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH NATIONWIDE CHILDREN'S. IN 2023, A FINAL PAYMENT OF $124,800 WAS FUNDED.

    Expenses $124,800 · Grants $124,800

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH BC CANCER. $125,000 OF THIS GRANT WAS FUNDED IN 2023.

    Expenses $125,000 · Grants $125,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH EUROPEAN MOLECULAR BIOLOGY LABORATORY. $125,000 OF THIS GRANT WAS FUNDED IN 2023.

    Expenses $125,000 · Grants $125,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH NORTHWESTERN UNIVERSITY. $125,000 OF THIS GRANT WAS FUNDED IN 2023.

    Expenses $125,000 · Grants $125,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A CORRELATIVE STUDY FOR A TOTAL OF $400,000 WITH THE UNIVERSITY OF FLORIDA. $100,000 OF THIS WAS FUNDED IN 2023.

    Expenses $100,000 · Grants $100,000

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND DISCRETIONARY GRANTS. $74,927 WAS FUNDED TO THE UNIVERSITY OF PITTSBURGH AND $15,279 WAS FUNDED TO THE UNIVERSITY OF ILLINOIS.

    Expenses $90,206 · Grants $90,206

  • THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND CORRELATIVE STUDIES FOR A TOTAL OF $220,000 WITH STANFORD UNIVERSITY. $55,000 OF THIS GRANT WAS FUNDED IN 2023.

    Expenses $55,000 · Grants $55,000

  • OTHER PROGRAM SERVICES EXPENDITURES NOT DIRECTLY ALLOCABLE TO THE THIRTEEN ON-GOING RESEARCH GRANTS DURING THE CURRENT YEAR.

    Expenses $458,160

  • THE OSTEOSARCOMA INSTITUTE FUNDED SCIENTIFIC MEETINGS FOR A TOTAL OF $49,960 FOR COLLABORATION WITH RESEARCH, PHARMA, AND CLINICAL COMMUNITIES TO MONITOR AND DEVELOP THE SCIENTIFIC LANDSCAPE AROUND OSTEOSARCOMA AND IDENTIFY OPPORTUNITIES TO ACCELERATE PROGRESS.

    Expenses $49,960

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • McHenry Tichenor Jr

    CHAIR OF BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    40

  • Mary Katherine Clarke

    BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    2

  • Lisa Tichenor

    BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    2

  • Lee Helman

    INSTITUTE DIRECTOR

    Total calculated
    $240,915
    From this org
    $240,915
    From related orgs
    $0
    Other
    $0
    Hours/week
    16

    Schedule J breakdown matched by us

    Base
    $240,915
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $240,915

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
26 August 2024
IRS schema version
2023v5.1
Source object
202432399349301128

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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