PIVOTAL MOMENTS INC (EIN 465682496) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

ROBERT MORGAN

Phone

7033077380

Tax Period

2021-01-01 to 2021-12-31

PIVOTAL MOMENTS INC, founded in 2013, is a small nonprofit that reported $651K in total revenue in fiscal year 2019. Expenses of $575K left a modest 12% surplus.

Mission

PIVOTAL MOMENTS INC MISSION IS TO ASSIST CHILDREN IN FIGHTING THROUGH ADVERSITY WITH HEALTH AND WELLNESS EDUCATION BY CREATING ONLINE DIGITAL LEARNING PLATFROMS THAT HELP TEACHERS, SCHOOLS AND DISTRICTS BRING REAL WORLD SKILLS TO STUDENTS IN FINANCIAL EDUCATION, SOCIAL-EMOTIONAL LEARNING AND HEALTH AND WELLNESS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $1,712,490

Program Service Revenue $0

Investment Income $2

Other Revenue $1,044

TOTAL REVENUE $1,713,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $160,672

Program Expenses $200,841

Other Expenses $457,612

TOTAL EXPENSES $531,762

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,713,536	$237,605	+6.2%
Expenses	$531,762	$410,349	+0.3%
Net Income	$1,181,774	$-172,744	-7.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT MORGAN	PRESIDENT	30.00	Officer Director	$0	$0	$0
TAMMY MORGAN	TREASURER	5.00	Officer Director	$0	$0	$0
ROBERT FRANKLIN	SECRETARY	5.00	Officer 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
2021	$1,713,536	$531,762	No data	$1,181,774
2020	$237,605	$410,349	$52,663	$-172,744
2019	$454,159	$494,815	$109,099	$-40,656
2019	$650,915	$575,247	$107,523	$75,668

PIVOTAL MOMENTS INC