PI FOUNDATION (EIN 421126653) - 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

1979

Legal Domicile

Principal Officer

SANDY HAM

Phone

6417926119

Tax Period

2023-07-01 to 2024-06-30

PI FOUNDATION, founded in 1979, is a small nonprofit in the Housing & Shelter sector that reported $962K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $310K, a strong 32% operating margin.

Mission

TO PROVIDE AID TO TAX EXEMPT REHABILITATION FACILITIES THAT HELP INDIVIDUALS WITH DISABILITIES.

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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 $65,813

Program Service Revenue $592,891

Investment Income $293,936

Other Revenue $9,485

TOTAL REVENUE $962,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,799

Fundraising Expenses $0

Program Expenses $495,319

Other Expenses $534,627

TOTAL EXPENSES $652,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$962,125	$1,172,120	-0.2%
Expenses	$652,426	$565,605	+0.2%
Net Income	$309,699	$606,515	-0.5%

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

$57,392

Total Directors

$37,447

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA K HAM	PRESIDENT/CEO/ASST SECRETA	9.00	Officer Director	$28,603	$8,844	$37,447
GERI A DOYLE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN D MCNEER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BUCH	CHAIR	1.50	Officer Director	$0	$0	$0
JEFF HOEBELHEINRICH	SECRETARY	1.50	Officer Director	$0	$0	$0
AMY DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
ROB M KAHN	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS P VERNON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL RITTER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN LEE	TRUSTEE	1.00	Director	$0	$0	$0
KELLY MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
CAROL TREASE	TRUSTEE	1.00	Director	$0	$0	$0
JODY EATON	TRUSTEE	1.00	Director	$0	$0	$0
STEFANIE SQUIRE	CONTROLLER	4.00	Officer	$15,956	$3,989	$19,945

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
2025	No data	No data	No data	No data
2024	$962,125	$652,426	$12,339,314	$309,699
2023	$1,172,120	$565,605	$11,927,871	$606,515
2022	$1,292,807	$626,167	$11,316,724	$666,640
2021	$1,319,919	$590,644	$12,087,517	$729,275
2020	$932,538	$558,568	$10,566,154	$373,970
2019	$1,108,712	$593,183	$10,328,308	$515,529

PI FOUNDATION