CHOCOLATE TOUR CANCER RESEARCH FUND (EIN 861864794) - 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

2021

Legal Domicile

Principal Officer

Gavin Robertson

Phone

7173078296

Tax Period

2023-01-01 to 2023-12-31

CHOCOLATE TOUR CANCER RESEARCH FUND, founded in 2021, is a micro nonprofit in the Medical Research sector that reported $64K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 51% operating margin.

Mission

Raising funds to support cancer research through fundraising athletic activities

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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 $64,367

Program Service Revenue $0

Investment Income $49

Other Revenue $0

TOTAL REVENUE $64,416

Expense Breakdown

Grants Paid $25,458

Salaries & Benefits $0

Fundraising Expenses $4,858

Program Expenses $25,458

Other Expenses $6,084

TOTAL EXPENSES $31,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,416	$44,405	+0.5%
Expenses	$31,542	$26,544	+0.2%
Net Income	$32,874	$17,861	+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

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gavin Robertson	Organizer of the annual event and Director	3	Officer Director	$0	$0	$0
Will Stone	Committee Member	3	Officer	$0	$0	$0
Cheryl Gamber	Committee Member	3	Officer	$0	$0	$0
Virginia Robertson	Member Overseeing Financial Transactions	1	Officer	$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
2023	$64,416	$31,542	$125,723	$32,874
2022	$44,405	$26,544	$92,844	$17,861
2021	$81,871	$12,592	$69,279	$69,279

CHOCOLATE TOUR CANCER RESEARCH FUND