PIVOTAL HEALTH & WELLNESS INC (EIN 872376008) - 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

2021

Legal Domicile

Principal Officer

ROBIN CARLSON

Phone

7859550670

Tax Period

2023-01-01 to 2023-12-31

PIVOTAL HEALTH & WELLNESS INC, founded in 2021, is a micro nonprofit in the Health Care sector that reported $90K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $303K exceeded revenue, resulting in a 237% operating deficit.

Mission

PROVIDE HEALTHCARE SERVICES AND RESOURCES TO COURTLAND KANSAS AND THE SURROUNDING RURAL COMMUNITIES.

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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 $70,052

Program Service Revenue $14,593

Investment Income $81

Other Revenue $5,122

TOTAL REVENUE $89,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,194

Fundraising Expenses $0

Program Expenses $244,565

Other Expenses $133,871

TOTAL EXPENSES $303,065

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,848	$375,487	-0.8%
Expenses	$303,065	N/A	N/A
Net Income	$-213,217	$375,487	-1.6%

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

N/A

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

$117,000

Total Directors

$156,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN CARLSON	PRESIDENT	40.00	Officer Director	$58,500	$0	$58,500
JUSTIN HURLEY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SHANNA LINDBERG	SECRETARY	5.00	Officer Director	$0	$0	$0
NEELY KOHMETSCHER	TREASURER	5.00	Officer Director	$0	$0	$0
BETHANY WALLIN	ADMINISTRATOR	40.00	Officer Director	$58,500	$0	$58,500
MONICA THAYER	TRUSTEE	5.00	Director	$0	$0	$0
KORI FIELD	TRUSTEE	40.00	Director	$39,000	$0	$39,000

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
2023	$89,848	$303,065	$246,350	$-213,217
2022	$375,487	$114,807	$293,033	$260,680

PIVOTAL HEALTH & WELLNESS INC