PIVOTAL MOMENTS INC

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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

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 community nonprofit that reported $1.7M in total revenue in fiscal year 2021. Revenue surged 621% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 69% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $12,000

IN NOVEMBER 2018, PIVOTAL MOMENTS INC LAUNCHED A MAJOR PROGRAM, IRON LIONS, A DOCUMENTARY FILM WITH THE GOAL OF EDUCATING CHILDREN AND ADULTS ON FORTITUDE, MENTAL STRENGTH TO OVERCOME ADVERSITY, AND...

Program 2

Expenses: $42,261

PIVOTAL MOMENTS INC CREATED A PROGRAM NAMED CHARLIE MIKE. THIS PROGRAM CREATED UPLIFTING CONTENT TO GUIDE VERTERANS AND FAMILIES THROUGH TRANSITION TO CIVILIAN LIFE BY PROVIDING MENTAL FITNESS...

PIVOTAL MOMENTS INC CREATED A PROGRAM NAMED CHARLIE MIKE. THIS PROGRAM CREATED UPLIFTING CONTENT TO GUIDE VERTERANS AND FAMILIES THROUGH TRANSITION TO CIVILIAN LIFE BY PROVIDING MENTAL FITNESS EDUCATION FOR THEIR UNIQUE SITUATION.

Program 3

Expenses: $80,145

PIVOTAL MOMENTS INC CREATED A PROGRAM NAMED WE ARE EVERYONE. THIS PROGRAM CREATED UPLIFTING CONTENT ON MENTAL WELLNESS IN THE WORKFORCE HIGHLIGHTING FINANCE AND MONEY MENTAL FITNESS IMPACT AND OTHER...

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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 (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