THE CHOLANGIOCARCINOMA FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

STACIE LINDSEY

Phone

8889366731

Tax Period

2024-07-01 to 2025-06-30

THE CHOLANGIOCARCINOMA FOUNDATION, founded in 2006, is a community nonprofit in the Medical Research sector that reported $7.1M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION'S MISSION IS TO FIND A CURE AND IMPROVE THE QUALITY OF LIFE FOR CHOLANGIOCARCINOMA PATIENTS.

Program Service Accomplishments

Program 1

Expenses: $1,972,638

RESEARCH THE ORGANIZATION ADVANCES SCIENTIFIC DISCOVERY THROUGH ITS RESEARCH FELLOWSHIP PROGRAM, CAREER DEVELOPMENT AWARD, AND INNOVATION GRANTS, WHICH COLLECTIVELY SUPPORT EMERGING INVESTIGATORS AND FUND TRANSFORMATIVE, HIGH- IMPACT STUDIES. IT ALSO CONVENED THE INTERNATIONAL CHOLANGIOCARCINOMA CONSENSUS CONFERENCE, UNITING GLOBAL EXPERTS TO ESTABLISH RESEARCH PRIORITIES AND ACCELERATE CLINICAL TRANSLATION. THESE EFFORTS ARE ANCHORED IN THE INTERNATIONAL CHOLANGIOCARCINOMA RESEARCH NETWORK (ICRN) - A WORLDWIDE COLLABORATION DRIVING PROGRESS IN ETIOLOGY, PREVENTION, EARLY DETECTION, AND TREATMENT. THROUGH ICRN SUBCOMMITTEES, THE ORGANIZATION LEVERAGES SHARED DATA AND CULTIVATES FUTURE LEADERS IN RESEARCH AND CARE.

Program 2

Expenses: $3,404,077 Revenue: $357,617

PATIENT SUPPORT THE ORGANIZATION PROVIDES SUPPORT SERVICES TO INDIVIDUALS DIAGNOSED WITH CHOLANGIOCARCINOMA AND THEIR CAREGIVERS. THESE SERVICES INCLUDE ACCESS TO A NETWORK OF PATIENT ADVOCATES, PEER MENTORS, SUPPORT GROUPS, EDUCATIONAL WEBINARS, AND DISEASE-SPECIFIC INFORMATIONAL RESOURCES. THE GOAL OF THESE PROGRAMS IS TO IMPROVE QUALITY OF LIFE BY OFFERING RELIABLE INFORMATION, EMOTIONAL SUPPORT, AND GUIDANCE TO HELP PATIENTS AND FAMILIES NAVIGATE THEIR CARE IN COORDINATION WITH HEALTHCARE PROVIDERS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,634,735

Program Service Revenue $357,617

Investment Income $143,869

Other Revenue $-5,815

TOTAL REVENUE $7,130,406

Expense Breakdown

Grants Paid $1,015,000

Salaries & Benefits $3,515,927

Fundraising Expenses $1,326,070

Program Expenses $5,376,715

Other Expenses $2,664,851

TOTAL EXPENSES $7,195,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,130,406	$6,918,626	+0.0%
Expenses	$7,195,778	$6,237,924	+0.2%
Net Income	$-65,372	$680,702	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

250

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$247,090

Total Directors

$186,408

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACIE LINDSEY	CEO/FOUNDER	40.00	Officer Director	$178,524	$7,884	$186,408
LILY ZHANG	CFO	40.00	Officer	$56,219	$4,463	$60,682
MELINDA BACHINI	CPO	40.00	Highest	$132,967	$6,063	$139,030
JUAN VALLE	CHIEF MEDICA	40.00	Highest	$227,510	$15,529	$243,039
ALLI WARD	COO	40.00		$143,957	$3,624	$147,581
TERESA DELCORSO-ELLMANN	CHAIR	5.00	Officer Director	$0	$0	$0
DANIEL BLUM	TREASURER	2.50	Officer Director	$0	$0	$0
ROSS GREEN	BOARD MEMBER	2.50	Director	$0	$0	$0
JASON SCOTT	BOARD MEMBER	2.50	Director	$0	$0	$0
JACK CALLAWAY	BOARD MEMBER	2.50	Director	$0	$0	$0
LIZ WARNER	BOARD MEMBER	2.50	Director	$0	$0	$0
TYLER BRIDEGAN	BOARD MEMBER	2.50	Director	$0	$0	$0
KRIS HIGH	BOARD MEMBER	2.50	Director	$0	$0	$0
JERRY HUANG	BOARD MEMBER	2.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,130,406	$7,195,778	$5,767,836	$-65,372
2024	$6,918,626	$6,237,924	$5,980,953	$680,702
2023	$5,082,650	$5,266,027	$4,624,165	$-183,377
2022	$4,935,665	$3,620,452	$4,018,118	$1,315,213
2021	$3,901,961	$2,279,422	$2,743,945	$1,622,539
2020	$1,887,741	$1,782,307	$1,219,709	$105,434
2019	$2,209,603	$1,933,077	$815,602	$276,526
2018	$1,527,321	$1,289,062	$699,116	$238,259