Civic Intelligence

Triage Cancer

990 • Fiscal year 2018 • EIN 45-5132661

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 11, 2019

18203 Kingsport DrMalibu, CA 90265

(424) 258-4628

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-37%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$62,240

Down $36,208 (-37%) from 2017

Net Assets

Down

$62,240

Down $36,208 (-37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$345,693

Up $76,893 (+29%) from 2017

Expenses

Up

$381,901

Up $131,571 (+53%) from 2017

Net Income

Down

-$36,208

Down $54,678 (-296%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2014: $23,779Liabilities 2014: $0Net Assets 2014: $23,7792014Assets 2015: $20,781Liabilities 2015: $0Net Assets 2015: $20,7812015Assets 2016: $79,978Liabilities 2016: $0Net Assets 2016: $79,9782016Assets 2017: $98,448Liabilities 2017: $0Net Assets 2017: $98,4482017Assets 2018: $62,240Liabilities 2018: $0Net Assets 2018: $62,2402018Assets 2019: $236,458Liabilities 2019: $59,551Net Assets 2019: $176,9072019Assets 2020: $594,860Liabilities 2020: $188,220Net Assets 2020: $406,6402020Assets 2021: $749,672Liabilities 2021: $16,643Net Assets 2021: $733,0292021Assets 2022: $803,827Liabilities 2022: $19,514Net Assets 2022: $784,3132022Assets 2023: $1,200,799Liabilities 2023: $9,709Net Assets 2023: $1,191,0902023Assets 2024: $1,640,219Liabilities 2024: $31,330Net Assets 2024: $1,608,8892024

Highlighted filing

2018

Assets$62,240
Liabilities$0
Net Assets$62,240

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $56,825Expenses 2014: $33,629Net Income 2014: $23,1962014Revenue 2015: $100,142Expenses 2015: $103,140Net Income 2015: -$2,9982015Revenue 2016: $207,452Expenses 2016: $148,255Net Income 2016: $59,1972016Revenue 2017: $268,800Expenses 2017: $250,330Net Income 2017: $18,4702017Revenue 2018: $345,693Expenses 2018: $381,901Net Income 2018: -$36,2082018Revenue 2019: $591,768Expenses 2019: $477,101Net Income 2019: $114,6672019Revenue 2020: $739,280Expenses 2020: $509,547Net Income 2020: $229,7332020Revenue 2021: $1,035,249Expenses 2021: $708,860Net Income 2021: $326,3892021Revenue 2022: $1,127,209Expenses 2022: $1,075,926Net Income 2022: $51,2832022Revenue 2023: $1,637,997Expenses 2023: $1,231,220Net Income 2023: $406,7772023Revenue 2024: $2,083,108Expenses 2024: $1,665,309Net Income 2024: $417,7992024

Highlighted filing

2018

Revenue$345,693
Expenses$381,901
Net Income-$36,208
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 11, 2019
Return Version
2018v3.1
Gross Receipts
$345,693
Mission and Program Overview

Mission

Triage Cancer is a nonprofit corporation organized and operated exclusively for charitable purposes. Specifically, this organization has been formed to educate the public on subjects useful to the individual and beneficial to the community and to provide relief to the poor, distressed and underprivileged. Our organization has designed and developed one (1) program in furtherance of our purposes.

Triage Cancer is a national, nonprofit organization that provides cancer survivorship education to patients, survivors, caregivers, advocates, and health care professionals. Triage Cancer provides free cancer survivorship educational events across the country and online; offers a speakers bureau of experts in various areas of cancer survivorship; and provides online educational materials and resources. Triage Cancer also offers an educational blog on cancer survivorship and www.CancerFinances.org, an online resource to help people navigate financial issues after a cancer diagnosis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$98,448$59,740▼ $38,708
Accounts Receivable-$2,500-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$98,448$62,240▼ $36,208
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$98,448$62,240▼ $36,208
Total Net Assets Fund Balance$98,448$62,240▼ $36,208
Total Liabilities and Net Assets / Fund Balance$98,448$62,240▼ $36,208
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$135,705
Program Service Revenue
$209,988
Investment Income
$0
Other Revenue
$0
All Other Contributions
$131,687
Change in Net Assets
$-36,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$214,097
Other Expenses$167,804
Total Fundraising Expense$16,527
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$144,746$3,809$3,809$152,364
Payroll Taxes$58,643$1,545$1,545$61,733
All Other Expenses-$11,586$2,022$13,608
Fees for Services Other--$9,151$9,151
Other Expenses$125,908$4,562-$4,562
Insurance-$2,570-$2,570
Fees for Services Accounting-$1,045-$1,045
Total Functional Expenses$329,297$36,077$16,527$381,901
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The current Board Chair, CEO, and COO are related. The CEO and COO (co-founders) are sisters and a director is their mother.

Form 990, Part VI, Line 11B: Form 990 Review Process

The organizations CEO, COO, and Treasurer review the Form 990 to ensure that it accurately reflects the organizations financial situation. Any questions or concerns are discussed and shared with the accountant for revision. The revised draft is reviewed until finalized. A final draft is reviewed by all Board members prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

We distribute the conflict of interest policy and have all Board members annually sign off or disclose any or that there are no conflicts of interest.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Employee compensation is determined by comparing to nonprofit salaries of similar organizations and prorated based on the amount of funds raised during the year.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Employee compensation is determined by comparing to nonprofit salaries of similar organizations and prorated based on the amount of funds raised during the year.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

We didnt share these publicly, but they are available for review upon request.

Filing and Contact Details

Filer

Filer Name
Triage Cancer
EIN
45-5132661
Phone
4242584628
Address
18203 KINGSPORT DR, MALIBU, CA 90265

Signing Officer

Name
Joanna Morales
Title
CEO
Signed
2019-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanna Morales
Formed
2012
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
6
Employees
4
Volunteers
60

Preparer

Firm
Bill Torres & Company Inc
Address
500 Citadel Drive Suite 330, Los Angeles, CA 90040
Preparer
William F Torres
Phone
3238908180
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IRS990/Desc0From its founding in 2012, through 2018, Triage Cancer has more than 246,000 people with cancer survivorship education through more than 659 online and in-person educational events held in 48 states, DC, and Guam. In 2018 alone, we presented 83 educational in-person seminars and webinars for 7,043 people in 25 states. Additionally, just in 2018, more than 200,000 people were reached through our educational materials, TriageCancer.org, CancerFinances.org, our educational blog, and e-newsletters, which are disseminated each month to more than 25,000 individuals.During 2018, the modules on health insurance, disability insurance, education rights, and financial assistance resources on CancerFinances.org received more than 40,000 page views, enabling those individuals to receive tailored information about their financial situation to help them find a path towards financial health after a cancer diagnosis.In 2018, Triage Cancer also assisted more than 188 individuals navigate through their cancer survivorship issues, on a one-on-one basis. These issues included employment, disability benefits, health insurance, estate planning, and finances. Triage Cancer has developed a series of Triage Cancer Conferences for individuals diagnosed with cancer, caregivers, oncology health care professionals, and advocates. These free conferences provide attendees with valuable information about navigating practical cancer survivorship issues, filling a gap in the cancer community between survivorship research and actual practice. Attendees of the Triage Cancer Conferences walk away with an increased understanding of their options and rights, and gain access to practical tools to assist them in navigating cancer survivorship. When patients have a better understanding of how to obtain and keep health insurance coverage, take time off work if needed, access workplace protections and accommodations, and manage financial stressors associated with cancer care, they are more likely to have an improved quality of life and better health outcomes. In 2018, the Triage Cancer Conferences were hosted in Ypsilanti, MI, Reno, NV, and Lewiston, ME.
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01545
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01545
IRS990/PayrollTaxesGrp/ProgramServicesAmt058643
IRS990/PayrollTaxesGrp/TotalAmt061733
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOANNA MORALES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0209988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0209988
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt061865
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0111721
IRS990/PYProgramServiceRevenueAmt0206935
IRS990/PYRevenuesLessExpensesAmt018470
IRS990/PYSalariesCompEmpBnftPaidAmt0138609
IRS990/PYTotalExpensesAmt0250330
IRS990/PYTotalRevenueAmt0268800
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-36208
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0209988
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0135705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0124907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0136165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0518589
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0518589
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0135705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0124907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0136165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046027
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0518589
IRS990ScheduleA/TotalSupportAmt0518589
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The current Board Chair, CEO, and COO are related. The CEO and COO (co-founders) are sisters and a director is their mother.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations CEO, COO, and Treasurer review the Form 990 to ensure that it accurately reflects the organizations financial situation. Any questions or concerns are discussed and shared with the accountant for revision. The revised draft is reviewed until finalized. A final draft is reviewed by all Board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We distribute the conflict of interest policy and have all Board members annually sign off or disclose any or that there are no conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Employee compensation is determined by comparing to nonprofit salaries of similar organizations and prorated based on the amount of funds raised during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Employee compensation is determined by comparing to nonprofit salaries of similar organizations and prorated based on the amount of funds raised during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5We didnt share these publicly, but they are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt098448
IRS990/TotalAssetsEOYAmt062240
IRS990/TotalAssetsGrp/BOYAmt098448
IRS990/TotalAssetsGrp/EOYAmt062240
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0135705
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016527
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036077
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0329297
IRS990/TotalFunctionalExpensesGrp/TotalAmt0381901
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt062240
IRS990/TotalProgramServiceExpensesAmt0329297
IRS990/TotalProgramServiceRevenueAmt0209988
IRS990/TotalRevenueGrp/ExclusionAmt0209988
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0345693
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062240
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt098448
IRS990/UnrestrictedNetAssetsGrp/EOYAmt062240
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018203 KINGSPORT DR
IRS990/USAddress/CityNm0MALIBU
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090265
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.triagecancer.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNA MORALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIAGE CANCER
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0455132661
ReturnHeader/Filer/PhoneNum04242584628
ReturnHeader/Filer/USAddress/AddressLine1Txt018203 KINGSPORT DR
ReturnHeader/Filer/USAddress/CityNm0MALIBU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954557801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bill Torres & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 Citadel Drive Suite 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

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