THE PI FOUNDATION INC (EIN 352191048) - 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

2002

Legal Domicile

Principal Officer

GREGORY C ZAUGG

Phone

8015307400

Tax Period

2023-01-01 to 2023-12-31

THE PI FOUNDATION INC, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.9M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.5M, a strong 32% operating margin.

Mission

THE PI FOUNDATION'S MISSION IS TO SUPPORT, ENCOURAGE, AND FOSTER CHARITABLE GIVING. THE FOUNDATION DOES THIS THROUGH EDUCATION, RESOURCES, AND DONOR ADVISED FUNDS. THE FOUNDATION FINANCIALLY SUPPORTS A WIDE RANGE OF LOCAL AND NATIONAL ORGANIZATIONS.

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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 $4,274,145

Program Service Revenue $206,623

Investment Income $2,687,601

Other Revenue $688,663

TOTAL REVENUE $7,857,032

Expense Breakdown

Grants Paid $5,099,629

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,209,989

Other Expenses $239,404

TOTAL EXPENSES $5,339,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,857,032	$14,907,643	-0.5%
Expenses	$5,339,033	$20,020,419	-0.7%
Net Income	$2,517,999	$-5,112,776	-1.5%

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

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
L S MCCULLOUGH II	PRESIDENT	5.00	Officer Director	$0	$0	$0
GREGORY C ZAUGG	VP/TREASURER	8.00	Officer Director	$0	$0	$0
L STANFORD MCCULLOUGH IV	DIRECTOR	5.00	Officer Director	$0	$0	$0
TERESA M ROBISON	SECRETARY	10.00	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
2024	No data	No data	No data	No data
2023	$7,857,032	$5,339,033	$34,650,142	$2,517,999
2022	$14,907,643	$20,020,419	$33,515,519	$-5,112,776
2021	$12,945,919	$5,848,011	$42,544,136	$7,097,908
2020	$4,430,177	$16,909,382	$34,306,689	$-12,479,205
2019	$26,409,202	$2,845,551	$45,765,161	$23,563,651
2018	$-256,009	$4,978,970	$22,086,592	$-5,234,979

THE PI FOUNDATION INC