Gold in September Charitable Trust

Nonprofit profile at a glance

EIN
465000938
IRS 990-EZ coverage
2014–2021
Forms available
Form 990 2019, Form 990-EZ 2021, Form 990-N 2013
Location
Hartland, WI, USA
Phone
2623465100
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public, Society Benefit N.E.C.

Official website

Reported finances

Revenue
$7,638
Expenses
$139,665
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • SARAH BARTOSZ (PRESIDENT)
  • BETH LUNOW (EXECUTIVE DIRECTOR)

People named in this filing

  • SARAH BARTOSZ (PRESIDENT)
  • BETH LUNOW (EXECUTIVE DIRECTOR)
  • KRISTIN GUADAGNO (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To grow awareness, inspire action, and fund research for childhood cancer.

What it reported doing in 2021

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. In july 2020, gold in september began a merger process with beat childhood cancer foundation. The merger was completed and gold in september fully liquidated december 31, 2021.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 82
  • Sustainability: 8
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 7.3%; rating input score 7

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -1,728.6%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -26.6% per year; rating input score 0; 17th percentile among comparable filings
  • Revenue growth: -18.1% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: -3.9% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 7.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $10K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2014 to 2021
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Program expense ratio scored 7/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.