Pivotal New Mexico

EIN: 474775253 501(c)(3)

Albuquerque, NM

Total Revenue
$331,067
Total Expenses
$579,176
Total Assets
$51,721
Net Assets
$25,240
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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
2015
Legal Domicile
NM
Principal Officer
Travis Suazo
Phone
5052260171
Tax Period
2020-01-01 to 2020-12-31

Pivotal New Mexico, founded in 2015, is a small nonprofit that reported $331K in total revenue in fiscal year 2020. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $579K exceeded revenue, resulting in a 75% operating deficit.

Mission

Pivotal New Mexico is the leading authority in seeking and securing new sources of funding by strategically building the capacity of and coordination among mission-driven organizations so they are better resourced to fulfill their mission.

Program Service Accomplishments

Program 1
Expenses: $258,591 Revenue: $174,531

Grow New Mexico provides technical assistance for communities and nonprofits to help them improve their chances of accessing the funding they need for their projects.

Program 2
Expenses: $132,391 Revenue: $23,733

The Cooperative Network helps nonprofits, government agencies, and educational institutions secure national and federal investment. The Network includes face-to-face and web-based resources to help...

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The Cooperative Network helps nonprofits, government agencies, and educational institutions secure national and federal investment. The Network includes face-to-face and web-based resources to help members pursue well-aligned opportunities, improve capability and capacity for securing national dollars, and develop collaborations and partnerships.

Program 3
Expenses: $95,781 Revenue: $24,477

The Talent Academy is a four-month professional development fellowship for those who want to rapidly upgrade their grant seeking abilities, learn through a comprehensive and structured progression...

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The Talent Academy is a four-month professional development fellowship for those who want to rapidly upgrade their grant seeking abilities, learn through a comprehensive and structured progression, and set up a robust grant program within their agency.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $107,878
Program Service Revenue $222,741
Investment Income $448
Other Revenue $0
TOTAL REVENUE $331,067

Expense Breakdown

Grants Paid $0
Salaries & Benefits $241,988
Fundraising Expenses $40,288
Program Expenses $486,763
Other Expenses $337,188
TOTAL EXPENSES $579,176

Year-over-Year Comparison

2020 2019 Change
Revenue $331,067 $614,966 -0.5%
Expenses $579,176 $381,848 +0.5%
Net Income $-248,109 $233,118 -2.1%
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

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Governance

Voting Members
12
Independent Members
12
Employees
5
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
5
$92,000
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Terrence Brunner CEO 40.00
Officer
$90,800 $1,200 $92,000
Travis Suazo Chair 2.00
Officer Director
$0 $0 $0
Justin Zoladz Vice Chair 1.00
Officer Director
$0 $0 $0
Alexander Heubeck Treasurer 1.00
Officer Director
$0 $0 $0
Jennifer Brower Secretary 1.00
Officer Director
$0 $0 $0
Cindy Padilla Director 1.00
Director
$0 $0 $0
Cathy Frey Director 1.00
Director
$0 $0 $0
Kyle Ward Director 2.00
Director
$0 $0 $0
Robin Brule Director 1.00
Director
$0 $0 $0
Brett Johnson Director 1.00
Director
$0 $0 $0
TJ Cook Director 1.00
Director
$0 $0 $0
Erin Hagenow Director 1.00
Director
$0 $0 $0
Tina Garcia-Shams Director 1.00
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
2020 $331,067 $579,176 $51,721 $-248,109
2019 $614,966 $381,848 $302,462 $233,118
2018 $567,666 $544,639 $70,384 $23,027
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