PIVOT LEARNING

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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

1995

Legal Domicile

Principal Officer

ARON HONIG

Phone

5102502543

Tax Period

2022-07-01 to 2023-06-30

PIVOT LEARNING, founded in 1995, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2022. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $8.1M exceeded revenue, resulting in a 196% operating deficit.

Mission

PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING.

Program Service Accomplishments

Program 1

Expenses: $3,637,195 Revenue: $1,027,447

FEE FOR SERVICE REVENUES AND ORGANIZATIONAL OPERATIONS: SERVICES DELIVERED DIRECTLY TO SCHOOLS INCLUDING IMPLEMENTATION AND DISTRICT COACHING, LEADERSHIP COACHING, AND PREVENTION AND INTERVENTION...

FEE FOR SERVICE REVENUES AND ORGANIZATIONAL OPERATIONS: SERVICES DELIVERED DIRECTLY TO SCHOOLS INCLUDING IMPLEMENTATION AND DISTRICT COACHING, LEADERSHIP COACHING, AND PREVENTION AND INTERVENTION SERVICES. SERVICES ARE DELIVERED THROUGH PROFESSIONAL DEVELOP TRAININGS TO IMPROVE THE INSTRUCTIONAL PROGRAMS AND LEADERSHIP SYSTEMS WITHIN DISTRICTS AND SCHOOLS TO BETTER SUPPORT THE EDUCATIONAL ACHEIVEMENT OF STUDENTS.

Program 2

Expenses: $1,605,509 Revenue: $0

WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: SUPPORT AND LEARN FROM DISTRICT ADOPTION AND IMPLEMENTATION PROJECTS THROUGH REGULAR TOUCH POINTS WITH...

WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: SUPPORT AND LEARN FROM DISTRICT ADOPTION AND IMPLEMENTATION PROJECTS THROUGH REGULAR TOUCH POINTS WITH DISTRICT INSTRUCTIONAL LEADERS REGARDING HOW TO BEST FACILITATE DISTRICT SELECTIONS AND IMPLEMENTATION OF HIGH-QUALITY INSTRUCTIONAL MATERIALS.

Program 3

Expenses: $852,087 Revenue: $0

WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: RESEARCH AND EVALUATE AND CREATE DISTRICT CURRICULUM IMPLEMENTATION SERVICES FOR SCHOOLS WITHIN THE STATE...

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,715,773

Program Service Revenue $1,028,197

Investment Income $-10,358

Other Revenue $0

TOTAL REVENUE $2,733,612

Expense Breakdown

Grants Paid $3,383,993

Salaries & Benefits $2,483,981

Fundraising Expenses $0

Program Expenses $6,272,367

Other Expenses $2,232,564

TOTAL EXPENSES $8,100,538

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,733,612	$7,076,389	-0.6%
Expenses	$8,100,538	$6,481,996	+0.2%
Net Income	$-5,366,926	$594,393	-10.0%

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

N/A

Independent Members

N/A

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

$407,259

Total Directors

Key Employees

$608,204

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HALLET	BOARD MEMBER (THRU MARCH 2023)	1.00	Director	$0	$0	$0
SARAH BRAYTON	BOARD MEMBER (THRU MARCH 2023)	1.00	Director	$0	$0	$0
DOUG BORCHARD	BOARD MEMBER (THRU MARCH 2023)	1.00	Director	$0	$0	$0
SONJIHIA LOWERY	BOARD MEMBER (THRU MARCH 2023)	1.00	Director	$0	$0	$0
BETH MEJIA	BOARD MEMBER (THRU MARCH 2023)	1.00	Director	$0	$0	$0
EMMA PENGELLY	BOARD MEMBER (THRU MARCH 2023)	1.00	Director	$0	$0	$0
RAMANATHANARUN	CEO (THRU MARCH 2023)	40.00	Officer	$367,862	$39,397	$407,259
ARON HONIG	CFO	40.00	Officer	$0	$0	$0
DABBYNADYA CHINOY	CHIEF GROWTH OFFICER (THRU MARCH 2023)	40.00	Key Emp	$321,808	$46,537	$368,345
KAPLANJOHANNAH	CHIEF TALENT & CULTURE OFFICER (THRU MARCH 2023)	40.00	Key Emp	$208,712	$31,147	$239,859
CARTERALLISON	VP EDUCATION PROGRAMS (THRU MARCH 2023)	40.00	Highest	$162,700	$24,004	$186,704
HUSAINALIZA NADIR	VP, RESEARCH & EVALUATION (THRU MARCH 2023)	40.00	Highest	$132,433	$6,968	$139,401
WILLISCLAY A	DIRECTOR, MARKETING & COMMS (THRU MARCH 2023)	40.00	Highest	$127,433	$15,443	$142,876

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
2023	$12,942	$87,942	No data	$-75,000
2023	$2,733,612	$8,100,538	$728,088	$-5,366,926
2022	$7,076,389	$6,481,996	$6,056,679	$594,393
2021	$5,602,627	$4,549,899	$6,301,356	$1,052,728
2020	$3,715,200	$4,030,455	$5,230,904	$-315,255
2019	$3,927,062	$4,295,393	$4,701,366	$-368,331
2018	$4,476,318	$3,999,804	$5,069,205	$476,514