Civic Intelligence

Pivotal Directions Inc.

EIN 45-3190785 • 501(c)3 • Mequon, WI

Pub. 78 Eligible990-N Coverage

Profile

Character and leadership development

10936 N Port Washington Road Ste 21Mequon, WI 53092

www.pivotaldirections.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-42%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$60,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 51.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-91%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $8,858 (-100%) from 2019

Liabilities

Down

$0

Down $4,701 (-100%) from 2019

Net Assets

Down

$0

Down $4,157 (-100%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Down

$9,986

Down $107,049 (-91%) from 2019

Expenses

Down

$14,143

Down $204,585 (-94%) from 2019

Net Income

Up

-$4,157

Up $97,536 (+96%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $11,178Liabilities 2012: $1,437Net Assets 2012: $9,7412012Assets 2013: $23,973Liabilities 2013: $1,515Net Assets 2013: $22,4582013Assets 2014: $3,244Liabilities 2014: $303Net Assets 2014: $2,9412014Assets 2015: $4,487Liabilities 2015: $3,477Net Assets 2015: $1,0102015Assets 2016: $21,010Liabilities 2016: $2,501Net Assets 2016: $18,5092016Assets 2017: $46,089Liabilities 2017: $1,533Net Assets 2017: $44,5562017Assets 2018: $118,114Liabilities 2018: $12,264Net Assets 2018: $105,8502018Assets 2019: $8,858Liabilities 2019: $4,701Net Assets 2019: $4,1572019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2012: $153,011Expenses 2012: $162,665Net Income 2012: -$9,6542012Revenue 2013: $154,725Expenses 2013: $142,008Net Income 2013: $12,7172013Revenue 2014: $81,184Expenses 2014: $100,701Net Income 2014: -$19,5172014Revenue 2015: $68,323Expenses 2015: $70,254Net Income 2015: -$1,9312015Revenue 2016: $126,823Expenses 2016: $109,324Net Income 2016: $17,4992016Revenue 2017: $185,378Expenses 2017: $159,331Net Income 2017: $26,0472017Revenue 2018: $249,452Expenses 2018: $188,158Net Income 2018: $61,2942018Revenue 2019: $117,035Expenses 2019: $218,728Net Income 2019: -$101,6932019Revenue 2020: $9,986Expenses 2020: $14,143Net Income 2020: -$4,1572020

Highlighted filing

2020

Revenue$9,986
Expenses$14,143
Net Income-$4,157
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$9,986
Expenses
$14,143
Net income
-$4,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.05$0.04$1.17$2.19$1.02
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.12$1.06$2.49$1.88$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.45$1.85$1.59$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.19$1.27$1.09$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.03$0.01$0.68$0.70$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.81$1.01$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.22$1.55$1.42$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.01$0.10$1.53$1.63$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 27, 2021
Return Version
2020v4.1
Gross Receipts
$9,986
Mission and Program Overview

Mission

Character and leadership development

Program Services

DescriptionGrantsExpenses
LEADERSHIP CAMP, JAMAICA AND GUATEMALA TRIPS-$3,778
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY WENZLERPresidentFT$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Pivotal Directions Inc
EIN
45-3190785
Address
10936 N PORT WASHINGTON ROAD STE 21, MEQUON, WI 53092

Signing Officer

Name
Jeffrey Wenzler
Title
President
Phone
4144032279
Signed
2021-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Wasserman & Shuff LLC
Address
8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
Preparer
Jeffery Otto
Phone
4147647020
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“ACTIVITY MISCELLANEOUS”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 943bank fees 14meals and entertainment 243office expenses and supplies 185telephone and communications 1,368payroll taxes 383travel expenses for kids and leader 821dues and subscriptions 55website expenses 495auto expenses 68direct program expenses 3,778”

Description of other assets Part II line 24

“Category beginning of year end of yeardepreciable assets 2,838 0”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll tax liability 3,009 0credit card liability 1,692 0”

Raw XML Appendix140 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFFREY WENZLER
IRS990EZ/BooksInCareOfDetail/PhoneNum04144032279
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010936 N PORT WASHINGTON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4157
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0562
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt09986
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04157
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY WENZLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02838
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08353
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARACTER AND LEADERSHIP DEVELOPMENT
IRS990EZ/PrintingPublicationsPostageAmt0228
IRS990EZ/ProgramServiceRevenueAmt07986
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEADERSHIP CAMP, JAMAICA AND GUATEMALA TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03778
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04701
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014143
IRS990EZ/TotalProgramServiceExpensesAmt03778
IRS990EZ/TotalRevenueAmt09986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PIVOTALDIRECTIONS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0249452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0185378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0688674
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0688674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0117035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0249452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0185378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126823
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0688674
IRS990ScheduleA/TotalSupportAmt0688674
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0THE ORGANIZATIONS DEPRECIABLE ASSETS WERE DESTROYED OR DONATED
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 943BANK FEES 14MEALS AND ENTERTAINMENT 243OFFICE EXPENSES AND SUPPLIES 185TELEPHONE AND COMMUNICATIONS 1,368PAYROLL TAXES 383TRAVEL EXPENSES FOR KIDS AND LEADER 821DUES AND SUBSCRIPTIONS 55WEBSITE EXPENSES 495AUTO EXPENSES 68DIRECT PROGRAM EXPENSES 3,778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARDEPRECIABLE ASSETS 2,838 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAX LIABILITY 3,009 0CREDIT CARD LIABILITY 1,692 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY WENZLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144032279
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIVOTAL DIRECTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0PIVO
ReturnHeader/Filer/EIN0453190785
ReturnHeader/Filer/USAddress/AddressLine1Txt010936 N PORT WASHINGTON ROAD STE 21
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264513576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wasserman & Shuff LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08375 S Howell Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531548344
ReturnHeader/PreparerPersonGrp/PhoneNum04147647020
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffery Otto
ReturnHeader/ReturnTs02021-09-08T12:01:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WENZLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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