Pivotal Directions Inc (EIN 263649716) - 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

2008

Legal Domicile

Phone

5302211551

Tax Period

2023-01-01 to 2023-12-31

Pivotal Directions Inc, founded in 2008, is a small nonprofit in the Human Services sector that reported $694K in total revenue in fiscal year 2023. The organization ran a surplus of $131K, a strong 19% operating margin.

Mission

To run a day job training program for individuals with developmental disabilities and a child care program for children of working parents.

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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 $689,247

Program Service Revenue $118

Investment Income $4,771

Other Revenue $0

TOTAL REVENUE $694,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $402,736

Fundraising Expenses $0

Program Expenses $546,861

Other Expenses $160,721

TOTAL EXPENSES $563,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$694,136	$684,768	+0.0%
Expenses	$563,457	$501,463	+0.1%
Net Income	$130,679	$183,305	-0.3%

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

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

$83,200

Total Directors

$83,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia A Moore	CEO	25.00	Officer Director	$41,600	$0	$41,600
Deborah L Larmour	CFO	25.00	Officer Director	$41,600	$0	$41,600
Ed Larmour	Director	0.00	Director	$0	$0	$0
Robin Larmour	Director	0.00	Director	$0	$0	$0
Suzie Edwards	Director	0.00	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
2024	No data	No data	No data	No data
2023	$694,136	$563,457	$489,999	$130,679
2022	$684,768	$501,463	$358,350	$183,305
2021	$431,439	$490,905	$174,924	$-59,466
2020	$585,218	$541,569	$236,138	$43,649
2019	$493,264	$463,683	$191,120	$29,581
2018	$592,329	$541,983	$170,847	$50,346

Pivotal Directions Inc