Pilot Point Education Foundation

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

Lee Ann Ray

Phone

9406865023

Tax Period

2024-06-01 to 2025-05-31

Pilot Point Education Foundation, founded in 1995, is a small nonprofit in the Education sector that reported $102K in total revenue in fiscal year 2024. Expenses of $87K left a modest 15% surplus.

Mission

Establish, enhance and enrich educational opportunities for the Pilot Point Independent School District students that are not otherwise funded.

Program Service Accomplishments

Program 1

Expenses: $50,830

PROVIDED MINI GRANTS TO 16 TEACHERS IN THE PILOT POINT ISD FOR CLASSROOM SUPPLIES.

Program 2

Expenses: $35,000

PROVIDED SCHOLARSHIPS TO 16 STUDENTS IN THE PILOT POINT ISD FOR COLLEGE AND VOCATIONAL TRAINING AND/OR OTHER MERITORIOUS EDUCATIONAL PURSUITS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,550

Program Service Revenue $0

Investment Income $13,013

Other Revenue $42,554

TOTAL REVENUE $102,117

Expense Breakdown

Grants Paid $85,830

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,830

Other Expenses $1,108

TOTAL EXPENSES $86,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,117	$100,754	+0.0%
Expenses	$86,938	$40,421	+1.2%
Net Income	$15,179	$60,333	-0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Barbara Pope	Executive Board	0.25	Director	$0	$0	$0
Micky Nortman	Executive Board	0.25	Director	$0	$0	$0
Lee Ann Ray	President	0.25	Officer Director	$0	$0	$0
JOYCE DUESMAN	BOARD MEMBER	0.25	Director	$0	$0	$0
BRETT KUHN	Treasurer	0.25	Officer Director	$0	$0	$0
Lisa Cave	Vice President	0.25	Officer Director	$0	$0	$0
JERRY ALFORD	BOARD MEMBER	0.25	Director	$0	$0	$0
Elisa Beasley	Executive Board	0.25	Director	$0	$0	$0
Melinda Cross	Executive Board	0.25	Director	$0	$0	$0
Paulette Coxsey	Board Member	0.25	Director	$0	$0	$0
Monica David	Executive Board	0.25	Director	$0	$0	$0
RAYMOND DAVID	BOARD MEMBER	0.25	Director	$0	$0	$0
RANDY DEGRAFFENREID	EXECUTIVE BOARD	0.25	Director	$0	$0	$0
Lori Steger	Secretary	0.25	Officer Director	$0	$0	$0
JULIE HOLLOWAY	Vice President	0.25	Officer Director	$0	$0	$0
MARILYN PELZEL	EXECUTIVE BOARD	0.25	Director	$0	$0	$0
CYNTHIA RAY	BOARD MEMBER	0.25	Director	$0	$0	$0
RENE SCOTT	BOARD MEMBER	0.25	Director	$0	$0	$0
ALICIA STAFFORD	BOARD MEMBER	0.25	Director	$0	$0	$0
MARILYN WEBER	BOARD MEMBER	0.25	Director	$0	$0	$0
THERESA SWITZER	Executive Board	0.25	Director	$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
2025	$102,117	$86,938	$624,904	$15,179
2024	$100,754	$40,421	$609,725	$60,333
2023	$86,629	$33,509	$549,392	$53,120
2021	$21,222	$23,223	$539,372	$-2,001
2020	$15,523	$45,668	$541,373	$-30,145
2019	$73,702	$29,027	$571,518	$44,675
2018	$52,689	$32,634	$526,843	$20,055