Pivotal New Mexico (EIN 474775253) - 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

2015

Legal Domicile

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.

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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 (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

Governance

Voting Members

Independent Members

Employees

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

$92,000

Total Directors

Key Employees

Highest Compensated

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

Pivotal New Mexico