THE LALTOT INSTITUTE DBA THE ONSITE FOUNDATION (EIN 920530282) - 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

2022

Legal Domicile

Principal Officer

MILES ADCOX

Phone

6153233191

Tax Period

2025-01-01 to 2025-12-31

THE LALTOT INSTITUTE DBA THE ONSITE FOUNDATION, founded in 2022, is a community nonprofit in the Mental Health sector that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 274% from the prior year, signaling strong growth momentum. The organization ran a surplus of $636K, a strong 48% operating margin.

Mission

PROVIDE WELLNESS INITIATIVES TO ELEVATE THE HUMAN EXPERIENCE AND RECONNECT THE HEART OF HUMANITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,155,046

Program Service Revenue $23,210

Investment Income $0

Other Revenue $136,132

TOTAL REVENUE $1,314,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,933

Fundraising Expenses $69,204

Program Expenses $530,770

Other Expenses $492,155

TOTAL EXPENSES $678,088

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,314,388	$351,041	+2.7%
Expenses	$678,088	$118,915	+4.7%
Net Income	$636,300	$232,126	+1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MILES ADCOX	President	1.00	Officer Director	$0	$0	$0
JOHN HUIE	Vice President	1.00	Officer Director	$0	$0	$0
CRYSTAL MILLER	Secretary	0.50	Officer Director	$0	$0	$0
TYLER HUBBARD	Director (1/2)	0.50	Director	$0	$0	$0
HAYLEY HUBBARD	Director (1/2)	0.50	Director	$0	$0	$0
SUNNY EATON	Director	0.50	Director	$0	$0	$0
BRENDAN MCLOUGHLIN	Director	0.50	Director	$0	$0	$0
DEANNA WANTZ	Executive Dir.	40.00	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
2025	$1,314,388	$678,088	$1,134,495	$636,300
2024	$351,041	$118,915	$498,195	$232,126
2023	$296,269	$30,200	$266,069	$266,069

THE LALTOT INSTITUTE DBA THE ONSITE FOUNDATION