Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Pivotal Directions Inc.
990EZ • Fiscal year 2017 • EIN 45-3190785
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
63rd percentile
Higher debt load relative to revenue than 63% of similar nonprofits.
Net Margin
69th percentile
Higher net margin than 69% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 27.0% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Up$46,089
Up $25,079 (+119%) from 2016
Net Assets
Up$44,556
Up $26,047 (+141%) from 2016
Liabilities
Down$1,533
Down $968 (-39%) from 2016
Revenue And Expenses
Revenue
Up$185,378
Up $58,555 (+46%) from 2016
Expenses
Up$159,331
Up $50,007 (+46%) from 2016
Net Income
Up$26,047
Up $8,548 (+49%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Apr 12, 2018
- Return Version
- 2017v2.2
- Gross Receipts
- $185,378
Mission and Program Overview
Mission
Character and leadership development
Program Services
| Description | Grants | Expenses |
|---|---|---|
| JAMAICA TRIP | $91,800 | $56,482 |
| GUATEMALA TRIP | $25,200 | $9,674 |
| LEADERSHIP CAMP | $4,100 | $200 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFFREY WENZLER | President | FT | $50,000 | - | $50,000 |
| RYAN ANDERSON | Officer | - | $2,000 | - | $2,000 |
| MICHAEL KRAMER | Vice President | - | $0 | - | - |
| ASHLEY BUCHHOLZ | Secretary | - | $0 | - | - |
| ALICIA POLIKOWSKI | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Pivotal Directions Inc
- EIN
- 45-3190785
- Address
- 10936 N PORT WASHINGTON ROAD, MEQUON, WI 53092
Signing Officer
- Name
- Jeffrey Wenzler
- Title
- President
- Phone
- 4144032279
- Signed
- 2018-04-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wasserman & Shuff LLC
- Address
- 8375 S Howell Ave Ste 202, Oak Creek, WI 53154-8344
- Preparer
- Steve Malik
- 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 522advertising and promotional 1,050bank fees & credit card processing 3,065meals and entertainment 775office expenses 3,054telephone 1,423insurance 6,096payroll taxes 4,029travel expenses for kids and leader 58,405dues and subscriptions 89website expenses 632uniforms 832outside services 200auto expense 510direct program expenses 22,076”
Description of other assets Part II line 24
“Category beginning of year end of yeardepreciable assets 428 1,084”
Description of total liabilities Part II line 26
“Category beginning of year end of yearpayroll tax liability 1,953 1,483credit card liability 548 50”
Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JEFFREY WENZLER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4144032279 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10936 N PORT WASHINGTON ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MEQUON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53092 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 20582 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 45005 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 64278 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26047 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3286 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 21010 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 46089 |
| IRS990EZ/GrossReceiptsAmt | 0 | 185378 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 18509 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 44556 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 18509 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 44556 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 182 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 50000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 2000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEFFREY WENZLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHAEL KRAMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RYAN ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ASHLEY BUCHHOLZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ALICIA POLIKOWSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | OFFICER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 428 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1084 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 102758 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CHARACTER AND LEADERSHIP DEVELOPMENT |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 435 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 121100 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | LEADERSHIP CAMP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | JAMAICA TRIP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | GUATEMALA TRIP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 4100 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 91800 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 25200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 56482 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 9674 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 52670 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2501 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1533 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 159331 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 66356 |
| IRS990EZ/TotalRevenueAmt | 0 | 185378 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.PIVOTALDIRECTIONS.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 185378 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 126823 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 68333 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 79832 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 154725 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 615091 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 615091 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 185378 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 126823 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 68333 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 79832 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 154725 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 615091 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 615091 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY MISCELLANEOUS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTDEPRECIATION FROM 4562 522ADVERTISING AND PROMOTIONAL 1,050BANK FEES & CREDIT CARD PROCESSING 3,065MEALS AND ENTERTAINMENT 775OFFICE EXPENSES 3,054TELEPHONE 1,423INSURANCE 6,096PAYROLL TAXES 4,029TRAVEL EXPENSES FOR KIDS AND LEADER 58,405DUES AND SUBSCRIPTIONS 89WEBSITE EXPENSES 632UNIFORMS 832OUTSIDE SERVICES 200AUTO EXPENSE 510DIRECT PROGRAM EXPENSES 22,076 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CATEGORY BEGINNING OF YEAR END OF YEARDEPRECIABLE ASSETS 428 1,084 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAX LIABILITY 1,953 1,483CREDIT CARD LIABILITY 548 50 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFFREY WENZLER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4144032279 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-04-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PIVOTAL DIRECTIONS INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PIVO |
| ReturnHeader/Filer/EIN | 0 | 453190785 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 10936 N PORT WASHINGTON ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MEQUON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53092 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | D3F8A62067B8C725D50EE1659D7E8210891B17AB |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | D3F8A62067B8C725D50EE1659D7E8210891B17AB |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 3930352018270s3rahcf |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2018-09-27 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 74.143.246.214 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-09-27 |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:22:05 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 264513576 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Wasserman & Shuff LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8375 S Howell Ave Ste 202 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Oak Creek |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 531548344 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4147647020 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-04-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Steve Malik |
| ReturnHeader/ReturnTs | 0 | 2018-04-16T15:01:16-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $46,089
- Liabilities
- $1,533
- Net assets
- $44,556
- Revenue
- $185,378
- Expenses
- $159,331
- Net income
- $26,047