PIVOTPOINT WNC (EIN 834241728) - 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

2019

Legal Domicile

Principal Officer

MATTHEW B NANNIS

Phone

8285603123

Tax Period

2023-01-01 to 2023-12-31

PIVOTPOINT WNC, founded in 2019, is a small nonprofit in the Mental Health sector that reported $543K in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum.

Mission

PIVOTPOINT WNC IS ORGANIZED FOR THE PURPOSE OF NUTURING A CULTURE OF

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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 (2023)

Revenue Breakdown

Contributions & Grants $484,660

Program Service Revenue $58,529

Investment Income $30

Other Revenue $0

TOTAL REVENUE $543,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,887

Fundraising Expenses $30,992

Program Expenses $307,693

Other Expenses $276,090

TOTAL EXPENSES $582,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$543,219	$275,871	+1.0%
Expenses	$582,977	$359,887	+0.6%
Net Income	$-39,758	$-84,016	-0.5%

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

$88,228

Total Directors

$88,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW B NANNIS	EXECUTIVE DIRECTOR	40.00	Officer Director	$88,228	$0	$88,228
LAWRENCE S NANNIS	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN RUMLEY	SECRETARYDIRECTOR	N/A	Officer Director	$0	$0	$0
PATRICK ARMITAGE	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK BALSLEY	DIRECTOR	N/A	Director	$0	$0	$0
ALLISON CHAPMAN	TREASURERDIRECTOR	N/A	Officer Director	$0	$0	$0
TRICIA OSTERBERGER	DIRECTOR	N/A	Director	$0	$0	$0
JEREMY FRENCH	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK CRUDUP	DIRECTOR	N/A	Director	$0	$0	$0
JOHN O'HEARN	CHAIRMANDIRECTOR	N/A	Director	$0	$0	$0
ROBERT GOODALE	DIRECTOR	N/A	Director	$0	$0	$0
SANDY NEWES	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE SHUMATE	DIRECTOR	N/A	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
2024	No data	No data	No data	No data
2023	$543,219	$582,977	$127,465	$-39,758
2022	$275,871	$359,887	$186,564	$-84,016
2021	$289,687	$272,335	$85,493	$17,352

PIVOTPOINT WNC