Heirloom Cacao Preservation Fund (EIN 475140351) - Form 990 Financial Analysis & Trantor Score

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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

2015

Legal Domicile

Principal Officer

Dan Pearson

Phone

6192003052

Tax Period

2023-01-01 to 2023-12-31

Heirloom Cacao Preservation Fund, founded in 2015, is a small nonprofit in the Environment sector that reported $227K in total revenue in fiscal year 2023. Revenue surged 265% from the prior year, signaling strong growth momentum.

Mission

As a nonprofit organization, the HCP is committed to improving the lives of the farmers who assist us in protecting and preserving cacao diversity and the chocolate they produce

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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 (2023)

Revenue Breakdown

Contributions & Grants $226,927

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $226,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,722

Other Expenses $237,627

TOTAL EXPENSES $237,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,927	$62,099	+2.7%
Expenses	$237,627	$107,470	+1.2%
Net Income	$-10,700	$-45,371	-0.8%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Pearson	Board Member	002.00	Director	$0	$0	$0
Pam Williams	Board Member	002.00	Director	$0	$0	$0
Laura Withers	Board Member	002.00	Director	$0	$0	$0
Richard Tango-Lowy	Board Member	002.00	Director	$0	$0	$0
Paul Joachim	Board Membver	002.00	Director	$0	$0	$0
Clark Guittard	Board Member	002.00	Director	$0	$0	$0
John Kehoe	Board Member	002.00	Director	$0	$0	$0
Brad Kintzer	Board Member	002.00	Director	$0	$0	$0
Jacob Marlin	President	005.00	Director	$0	$0	$0
Jody Hayden	Sec / / Treasurer	003.00	Director	$0	$0	$0
Jenny Samaniego	Board Member	002.00	Director	$0	$0	$0
Matt Caputo	Board Member	002.00	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
2024	No data	No data	No data	No data
2023	$226,927	$237,627	$187,419	$-10,700
2022	$62,099	$107,470	$200,343	$-45,371
2021	$54,992	$80,455	$226,557	$-25,463
2020	$335,012	$139,370	$252,020	$195,642
2019	$146,148	$161,411	$64,405	$-15,263

Heirloom Cacao Preservation Fund