PILOTED FOUNDATION INC

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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

2021

Legal Domicile

Principal Officer

LANI LUO

Phone

3128130853

Tax Period

2024-07-01 to 2025-06-30

PILOTED FOUNDATION INC, founded in 2021, is a small nonprofit in the Education sector that reported $111K in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $581K exceeded revenue, resulting in a 422% operating deficit.

Mission

THE FOUNDATION HELPS LEADERS BUILD SCHOOLS, SUPPORTS CURRENT LEADERS IN NEW EDUCATIONAL APPROACHES, AND ADVANCES POLICIES THAT FOCUS ON EQUITY, WELLNESS, AND SOCIAL IDENTITY DEVELOPMENT. THE FOUNDATION CONSULTS WITH SCHOOLS TO PROVIDE IMPLEMENTATION SUPPORT, COACHING, AND CAPACITY BUILDING IN THE AREAS OF INSTRUCTIONAL SYSTEMS, SCHOOL OPERATIONS, AND SCHOOL FINANCE.

Program Service Accomplishments

Program 1

Expenses: $164,483 Revenue: $111,337

PROVIDE COACHING AND CONSULTING SERVICES TO CHARTER ELEMENTARY SCHOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $111,337

Investment Income $0

Other Revenue $0

TOTAL REVENUE $111,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $124,653

Fundraising Expenses $0

Program Expenses $164,483

Other Expenses $456,271

TOTAL EXPENSES $580,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,337	$640,200	-0.8%
Expenses	$580,924	$556,613	+0.0%
Net Income	$-469,587	$83,587	-6.6%

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

Volunteers

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

$122,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SPITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RHONDA HOPPS	BOARD MEMBER	1.00	Director	$0	$0	$0
JADE JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JACOB ALLEN	CEO	40.00	Officer	$106,473	$15,735	$122,208

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	$111,337	$580,924	No data	$-469,587
2024	$640,200	$556,613	$639,907	$83,587
2023	$830,769	$520,949	$558,210	$309,820
2022	$560,000	$535,657	$264,511	$24,343