2024-05-03T18:06:06-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-07-01 770166138 PIVOTAL CONNECTIONS PIVO 4084846200 75 E SANTA CLARA ST 1450 SAN JOSE CA 95113 CANDICE CHUNG CFOO 4084846200 2024-05-02 1 CANDICE CHUNG 999009999 0 BRIAN YACKER P00401346 9492222999 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PIVOTAL MATT BELL 75 E SANTA CLARA ST 1450 SAN JOSE CA 95113 5286803 0 X WWW.PIVOTALNOW.ORG X 1987 CA PROVIDES EDUCATION AND CAREER SUPPORT TO YOUNG PEOPLE FROM FOSTER CARE. 11 11 66 150 0 0 2171932 2354038 919615 825121 842137 -312668 -22758 -29987 3910926 2836504 485096 432148 0 0 3643757 3470492 0 0 857633 1345823 1191395 5474676 5094035 -1563750 -2257531 11381494 10068531 483693 302235 10897801 9766296 X TO HELP YOUNG PEOPLE IN AND FROM FOSTER CARE REALIZE THEIR EDUCATIONAL AND CAREER GOALS BY ENSURING EQUITABLE ACCESS TO OPPORTUNITY. OUR PROGRAMMING PROVIDES THEM WITH THE ACADEMIC AND CAREER READINESS SUPPORT THEY NEED TO GRADUATE FROM HIGH SCHOOL, GET THEIR FIRST JOB, AND PURSUE POST-SECONDARY EDUCATION. OUR COMPREHENSIVE SERVICES INCLUDE 1:1 ACADEMIC AND EMPLOYMENT COACHING, TUTORING, CAREER READINESS TRAINING, AND PLACEMENT INTO PAID SUMMER INTERNSHIPS THAT ALIGN WITH THEIR CAREER INTERESTS. PIVOTAL'S GOAL IS SIMPLE: TO HELP FOSTER YOUTH BECOME SELF-RELIANT, POSITIVE CONTRIBUTORS TO THEIR COMMUNITIES WHEN THEY EXIT THE FOSTER CARE SYSTEM. 0 0 1579863 432148 64000 POST-SECONDARY COACHING AND SCHOLARSHIPS: FOCUSED ON IMPROVING LIFE OUTCOMES FOR CURRENT AND FORMER FOSTER YOUTH BY CONNECTING THEM TO A COMPREHENSIVE SUPPORT NETWORK THAT INCLUDES MENTORSHIP, ACADEMIC, FINANCIAL, AND LIFE SKILLS COACHING. THE MAJORITY OF THE ORGANIZATION'S SCHOLARS START THEIR HIGHER EDUCATION AT A COMMUNITY COLLEGE AND THE ORGANIZATION CURRENTLY OPERATES ON 5 PARTNER COMMUNITY COLLEGE CAMPUSES IN SANTA CLARA. AT THESE CAMPUSES, PIVOTAL NOT ONLY SUPPORTS YOUTH ENROLLED IN THE ORGANIZATION'S COACHING SERVICES OR RECEIVING A PIVOTAL SCHOLARSHIP, BUT ALL FOSTER YOUTH ON THOSE CAMPUSES. PIVOTAL COACHES MEET WITH THEIR STUDENTS REGULARLY, HELP SCHOLARS DEFINE ACADEMIC GOALS, DEVELOP CRITICAL STUDENT SUCCESS SKILLS, AND CONNECT SCHOLARS TO IMPORTANT ADJUNCT SERVICES INCLUDING FINANCIAL AID AND TUTORING. THE ORGANIZATION'S SCHOLARS ARE 10 TIMES MORE LIKELY TO GRADUATE FROM COLLEGE, COMPARED TO THE NATIONAL AVERAGE OF ONLY 3%. 777399 761121 HIGH SCHOOL COACHING: AN INTENSIVE ACADEMIC COACHING PROGRAM THAT ADDRESSES THE ACADEMIC BARRIERS FACED BY FOSTER YOUTH WHO FREQUENTLY MOVE BETWEEN HOUSING PLACEMENTS AND SCHOOLS DURING THEIR HIGH SCHOOL CAREER. DURING THE SCHOOL YEAR, HIGH SCHOOL STUDENTS IN FOSTER CARE MEET REGULARLY WITH THEIR COACHES TO IDENTIFY GOALS, DEFINE A ROADMAP TO THEIR PERSONAL AND ACADEMIC SUCCESS, IDENTIFY THEIR OWN CHALLENGES AND SOLUTIONS, AND PREPARE FOR COLLEGE. UNDER THE SUPERVISION OF THE ORGANIZATION'S HIGHLY QUALIFIED STAFF, THESE COACHES ASSIST YOUTH IN PERSISTING THROUGH HIGH SCHOOL AND PREPARING FOR A POST-SECONDARY CREDENTIAL. 744419 RESEARCH AND ADVOCACY: ADVOCATES FOR EDUCATION POLICY IN SANTA CLARA COUNTY THAT FOCUSES ON 3 AREAS: (1) MAKING THE EDUCATIONAL NEEDS OF FOSTER YOUTH A PRIORITY AND FOCUS FOR THE CHILD WELFARE AGENCY; (2) CREATING A STRONGER, COLLABORATIVE RELATIONSHIP BETWEEN CHILD WELFARE AND THE EDUCATION COMMUNITY; (3) ENSURING THAT ALL FOSTER YOUTH HAVING INCREASED ACCESS TO EDUCATION SERVICES AND RESOURCES. 602013 ENRICHMENT/WORKFORCE READINESS: PROVIDES HIGH SCHOOL AND COLLEGE AGED FOSTER YOUTH WITH THE PROFESSIONAL SKILLS, CAREER READINESS TRAINING AND WORK EXPERIENCES THEY NEED TO BECOME COMPETITIVE JOB CANDIDATES IN SILICON VALLEY. WORKING WITH FOSTER YOUTH AS EARLY AS 9TH GRADE, THE ORGANIZATION HELPS THEM EXPLORE CAREERS AND DEVELOP THE SKILLS THEY NEED TO THRIVE IN THE WORKPLACE. THE PROGRAM BECOMES MORE INTENSIVE AS THE STUDENTS PROGRESS IN SCHOOL. BY THEIR 11TH GRADE YEAR, THEY QUALIFY FOR PAID SUMMER INTERNSHIPS. COLLEGE STUDENTS NEED EVEN MORE ACCESS AND EXPOSURE. WORKING 1:1 WITH THEIR COACHES, OR IN SMALL GROUP WORKSHOPS, PIVOTAL SCHOLARS LEARN SKILLS SUCH AS HOW TO BUILD STRONG RESUMES AND LINKEDIN PROFILES, BUSINESS COMMUNICATION, JOB INTERVIEWS, AND PROFESSIONAL NETWORKING. THE ORGANIZATION ALSO ENSURES THEY CAN SHOP FOR PROFESSIONAL ATTIRE AND UNDERSTAND WORKPLACE ETIQUETTE. 602013 3703694 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 65 0 1 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4084588379 75 E SANTA CLARA ST NO 1450 SAN JOSE CA 95113 ELISE CUTINI CEO (UNTIL 03/2023) 40.00 X 180843 0 19411 JANE MACHIN CFOO (UNTIL 02/2023) 40.00 X 181844 0 7472 MARIE-CHRISTINE BUSQUE VP OF PROGRAMS 40.00 X 149325 0 9792 CANDICE CHUNG CFOO (STARTED 04/2023) 40.00 X 0 0 0 CHELSEY SOUZA CHIEF DEV. OFFICER (STARTED 03/2023) 40.00 X 0 0 0 MATT BELL CEO (STARTED 01/2023) 40.00 X X 0 0 0 MICHAEL SAVIAGE PRESIDENT 5.00 X X 0 0 0 AMY CAPPELLANTI-WOLF VICE PRESIDENT 1.00 X X 0 0 0 PAUL SILVERGLATE TREASURER 1.00 X X 0 0 0 LUPE DIAZ SECRETARY 1.00 X X 0 0 0 RICK WILLIAMS DIRECTOR (UNTIL 10/2022) 1.00 X 0 0 0 LISA SOBRATO SONSINI DIRECTOR 1.00 X 0 0 0 STEVE FLORES DIRECTOR (UNTIL 10/2022) 1.00 X 0 0 0 MARIBETH PORTZ DIRECTOR 1.00 X 0 0 0 NADIA PATEL DIRECTOR 1.00 X 0 0 0 DANTE LARTIGUE DIRECTOR 1.00 X 0 0 0 NKIA RICHARDSON DIRECTOR (STARTED 02/2023) 1.00 X 0 0 0 PATTI CORTESE DIRECTOR (STARTED 06/2023) 1.00 X 0 0 0 512012 0 36675 3 0 1 0 0 63018 2291020 2354038 HIGH SCHOOL COACHING 900099 761121 761121 POST SEC. COACHING 900099 64000 64000 825121 243670 243670 1861574 2417912 -556338 -556338 -556338 2400 63018 32387 -29987 -29987 2836504 825121 0 -342655 432148 432148 470482 188192 206230 76060 2520971 2054061 53655 413255 69641 57948 138 11555 180818 141167 10496 29155 228580 172136 19073 37371 32350 32350 55193 55193 229191 79894 27131 122166 65871 1793 1795 62283 14969 6958 5057 2954 179376 95789 40415 43172 219353 156350 35048 27955 39776 29618 4796 5362 30110 16885 3951 9274 34306 24696 4745 4865 WORKSHOPS AND OUTREACH 126744 125368 239 1137 EMPLOYEE EXP./DEVELOP. 62416 19134 32213 11069 TUTORING 54058 54058 YOUTH WAGES 39182 38999 183 8500 8500 5094035 3703694 532708 857633 626554 279866 573560 1005055 85650 5000 126099 180213 90795 43394 315272 295285 46564 19987 9799740 8507854 32532 27162 11381494 10068531 478006 302235 5687 0 483693 302235 X 10753018 9598061 144783 168235 10897801 9766296 11381494 10068531 -2257531 1126026 0 X X 0 1 X 1 0 X 2132546 2560713 3358775 2171931 2354038 12578003 2132546 2560713 3358775 2171931 2354038 12578003 2884342 9693661 406890 396320 304229 495593 243670 1846702 14424705 4775790 0.67200 0.68010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10373301 739857 1562807 55193 9495158 12879999 -930405 1477000 99293 10373301 11289771 2329146 644000 94918 12879999 12254970 546330 1505000 91747 11289771 13373028 654016 1675000 97074 12254970 0.99468 0.00532 0.00000 0 0 315272 295285 19987 19987 X 3937454 1126026 22170 1148196 2789258 55193 -7947 47246 2836504 5068959 22170 7947 30117 5038842 55193 55193 5094035 PART V, LINE 4: THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 5% OF THE FAIR VALUE OF THE ENDOWMENT ASSETS. IN ADDITION, THE ORGANIZATION'S BOARD OF DIRECTORS HAVE COMMITTED TO INVESTING UP TO $3M OF THE ENDOWMENT TO SUPPORT THE ORGANIZATIONS GROWTH. $1M WAS TRANSFERRED IN FISCAL YEAR 2019, $850,000 IN FISCAL YEAR 2020, AND $850,000 IN FISCAL YEAR 2022. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER THE STATE OF CALIFORNIA SECTION 23701D, EXCEPT ON INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION DOES NOT BELIEVE IT HAS UNRELATED BUSINESS INCOME TO BE REPORTED FOR TAX PURPOSES. IN ADDITION, THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN TO DATE AND, THEREFORE, HAS NO RELATED INCOME TAX DUE FOR ALL YEARS WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN, WHICH IS GENERALLY THREE YEARS FROM FEDERAL AND FOUR YEARS FOR CALIFORNIA FILINGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -7,947. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 7,947. PIVOTAL CONNECT 62000 59600 2400 11000 21387 62000 59600 2400 11000 21387 32387 -29987 1 SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGE OR VOCATIONAL PROGRAMS 153 432148 PART I, LINE 2: WE GRANT SCHOLARSHIPS TO CURRENT AND FORMER FOSTER YOUTH ATTENDING COLLEGE IF THEY MEET CERTAIN ELIGIBILITY CRITERIA. WE COLLECT DATA BOTH DURING THE APPLICATION PROCESS AND AT CERTAIN POINTS DURING THE ACADEMIC YEAR TO ENSURE PAYMENTS ARE ONLY MADE TO STUDENTS WHO MAINTAIN ELIGIBILITY CRITERIA. X X X 0 0 0 0 0 0 0 0 0 ELISE CUTINI CEO (UNTIL 03/2023) 180843 0 0 0 0 0 8200 0 11211 0 200254 0 0 0 JANE MACHIN CFOO (UNTIL 02/2023) 181844 0 0 0 0 0 7388 0 84 0 189316 0 0 0 MARIE-CHRISTINE BUSQUE VP OF PROGRAMS 149325 0 0 0 0 0 0 0 9792 0 159117 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE CFOO. ONCE THE FORM 990 IS APPROVED, THE FINAL COPY IS DISSEMINATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF THE COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY RECEIVED A COPY, READ AND UNDERSTAND AND COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OFFERS A COMPENSATION PACKAGE (ANNUAL SALARY PLUS BENEFITS) THAT REFLECTS COMPETITIVENESS IN THE MARKETPLACE AND CONCERN FOR STAFF MEMBER'S ABILITY TO BALANCE THEIR WORK AND PERSONAL LIVES. THE CEO SETS COMPENSATION RATES ANNUALLY, AT MINIMUM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.