PIVOTAL BUSINESS PARTNERS (EIN 421222683) - 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

1986

Legal Domicile

Principal Officer

SADIE TRYTTEN

Phone

5155121613

Tax Period

2022-07-01 to 2023-06-30

PIVOTAL BUSINESS PARTNERS, founded in 1986, is a small nonprofit that reported $235K in total revenue in fiscal year 2022. Revenue surged 91% from the prior year, signaling strong growth momentum. Expenses of $215K left a modest 9% surplus.

Mission

THE CORPORATION SERVES TO ASSIST THE GROWTH AND DEVELOPMENT OF SMALL BUSINESS BY HELPING TO FIND RESOURCES FOR THEIR NEEDS BY PROCESSING SBA LOANS.

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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 $0

Program Service Revenue $235,495

Investment Income $0

Other Revenue $0

TOTAL REVENUE $235,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,625

Other Expenses $214,905

TOTAL EXPENSES $214,905

Year-over-Year Comparison

	2022	2021	Change
Revenue	$235,495	$123,491	+0.9%
Expenses	$214,905	$180,952	+0.2%
Net Income	$20,590	$-57,461	-1.4%

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

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

$151,875

Total Directors

$151,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX LYNCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT JARVIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW HOWE	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID OGBURN	DIRECTOR	1.00	Director	$0	$0	$0
MARK COOPER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM STEEN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD ERVIN	DIRECTOR	1.00	Director	$0	$0	$0
ALDRICH CABILDO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN VIGGERS	DIRECTOR	1.00	Director	$0	$0	$0
MONICA REYES	DIRECTOR	1.00	Director	$0	$0	$0
TED LODDEN	DIRECTOR	1.00	Director	$0	$0	$0
JIM LANGIN	EXECUTIVE DIRECTOR	40.00	Officer Director	$137,800	$0	$137,800
SADIE TRYTTEN	SECRETARY	10.00	Officer Director	$14,075	$0	$14,075

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	$235,495	$214,905	$124,852	$20,590

PIVOTAL BUSINESS PARTNERS