GOLD IN SEPTEMBER CHARITABLE TRUST

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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

2014

Legal Domicile

Principal Officer

SARAH BARTOSZ

Phone

2623465100

Tax Period

2019-07-01 to 2020-06-30

GOLD IN SEPTEMBER CHARITABLE TRUST, founded in 2014, is a small nonprofit that reported $299K in total revenue in fiscal year 2019. Expenses of $366K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO GROW AWARENESS, INSPIRE ACTION, AND FUND RESEARCH FOR CHILDHOOD CANCER.

Program Service Accomplishments

Program 1

Expenses: $291,654

FUNDING IS USED TO SUPPORT THE ADVANCEMENT OF CLINICAL TRIAL RESEARCH AND DEVELOPMENT FOR CHILDHOOD CANCERS BY GROWING AWARENESS FOR THE COLOR GOLD (NATIONALLY RECOGNIZED COLOR) AND SEPTEMBER...

FUNDING IS USED TO SUPPORT THE ADVANCEMENT OF CLINICAL TRIAL RESEARCH AND DEVELOPMENT FOR CHILDHOOD CANCERS BY GROWING AWARENESS FOR THE COLOR GOLD (NATIONALLY RECOGNIZED COLOR) AND SEPTEMBER (OFFICIAL MONTH) TO SUPPORT EVERY CHILD, EVERYWHERE. DISTRIBUTIONS ALLOCATED FOR G9 CENTERS OF EXCELLANCE HOSPITALS (27 IN TOTAL) AND THE CHILDREN'S ONCOLOGY GROUP INCLUDE PAYMENT ON A $500,000 PLEDGE TO SUPPORT PEDIATRIC BRAIN TUMOR RESEARCH AND THE COMPLETION PAYMENT TO SUPPORT THE FULL FUNDING OF $250,000 FOR THE ENROLLMENT OF 1,000 CHILDREN ON THE NCI-COG PEDIATRIC MATCH CLINICAL TRIAL. THE ORGANIZATION ACCOMPLISHED THESE GOALS BY IMPACTING PEOPLE IN ALL 50 STATES THROUGH YOUTH AND SCHOOL PROGRAMS, DEDICATION OF MILES BY ATHLETES, INCREASED WEB AND SOCIAL MEDIA EXPOSURE, AS WELL AS INDIVIDUAL, CORPORATE, AND FOUNDATION GIFTS TO GROW AWARENESS THAT INSPIRES ACTION.

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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 (2019)

Revenue Breakdown

Contributions & Grants $299,741

Program Service Revenue $0

Investment Income $-459

Other Revenue $0

TOTAL REVENUE $299,282

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $252,054

Fundraising Expenses $37,093

Program Expenses $291,654

Other Expenses $64,427

TOTAL EXPENSES $366,481

Year-over-Year Comparison

	2019	2018	Change
Revenue	$299,282	$309,207	0.0%
Expenses	$366,481	$436,112	-0.2%
Net Income	$-67,199	$-126,905	-0.5%

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

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

$110,327

Total Directors

$126,367

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BARTOSZ	PRESIDENT	38.00	Officer Director	$103,500	$6,827	$110,327
BETH LUNOW	EXECUTIVE DIRECTOR	20.00	Director	$16,040	$0	$16,040
RORY LEYDEN	SECRETARY	12.00	Officer Director	$0	$0	$0
DAVE DRURY	CHAIRMAN OF THE BOARD	12.00	Officer Director	$0	$0	$0
SHANNA COX	TRUSTEE	12.00	Director	$0	$0	$0
JASON WILDE	TRUSTEE	12.00	Director	$0	$0	$0
ANTHONY FUERST	TRUSTEE	12.00	Director	$0	$0	$0
BETSY BRENNER	TRUSTEE	12.00	Director	$0	$0	$0
CHUCK BOHL	TRUSTEE	12.00	Director	$0	$0	$0
KRISTIN GUADAGNO	TRUSTEE	12.00	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
2020	$299,282	$366,481	$942,600	$-67,199
2019	$309,207	$436,112	$1,306,925	$-126,905
2018	$1,023,017	$992,332	$1,778,963	$30,685