BREAKTHROUGH T1D (EIN 231907729) - 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

1970

Legal Domicile

Principal Officer

MAGGIE MORRIS

Phone

8005332873

Tax Period

2024-07-01 to 2025-06-30

BREAKTHROUGH T1D, founded in 1970, is a major nonprofit in the Diseases & Disorders sector that reported $301.7M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $281.0M left a modest 7% surplus.

Mission

IMPROVING LIVES BY ACCELERATING BREAKTHROUGHS TO CURE, PREVENT AND TREAT T1D. SEE SCHEDULE O.

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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 (2024)

Revenue Breakdown

Contributions & Grants $277,038,853

Program Service Revenue $0

Investment Income $13,791,709

Other Revenue $10,893,411

TOTAL REVENUE $301,723,973

Expense Breakdown

Grants Paid $121,747,047

Salaries & Benefits $93,001,616

Fundraising Expenses $50,587,659

Program Expenses $210,540,573

Other Expenses $65,238,070

TOTAL EXPENSES $281,012,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,723,973	$258,115,457	+0.2%
Expenses	$281,012,901	$232,130,154	+0.2%
Net Income	$20,711,072	$25,985,303	-0.2%

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

688

Volunteers

235000

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

$2,381,861

Total Directors

Key Employees

$1,900,472

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA WALLACK	CHAIR	5.00	Officer Director	$0	$0	$0
MATT VAREY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MICHAEL ALTER	BOARD MEMBER	3.00	Director	$0	$0	$0
ELIZABETH CASWELL	CHAIR, TALENT & COMP. COMM.	5.00	Director	$0	$0	$0
CLAUDIA GRAHAM PHD	BOARD MEMBER	3.00	Director	$0	$0	$0
MIKE GORDON	BOARD MEMBER (START 7/24)	3.00	Director	$0	$0	$0
MICHELLE GRIFFIN	BOARD MEMBER	3.00	Director	$0	$0	$0
KAREN JORDAN	CHAIR, FINANCE & INVESTMENT COMMITTEE	5.00	Director	$0	$0	$0
JOE LACHER JR	BOARD MEMBER	3.00	Director	$0	$0	$0
PER LUNDIN	BOARD MEMBER (START 7/24)	3.00	Director	$0	$0	$0
CARLTON MCMILLAN	BOARD MEMBER	3.00	Director	$0	$0	$0
JENNIFER SCHNEIDER MD	CHAIR, MISSION IMPACT COMM.	5.00	Director	$0	$0	$0
CHRISTOPHER TURNER	CHAIR, NOMINATING & GOV. COMM.	5.00	Director	$0	$0	$0
DRAYTON VIRKLER	BOARD MEMBER	3.00	Director	$0	$0	$0
KAREY L WITTY	BOARD MEMBER	3.00	Director	$0	$0	$0
AARON KOWALSKI	CHIEF EXECUTIVE OFFICER	50.00	Officer	$978,057	$70,695	$1,048,752
JESSE RABEN	CHIEF LEGAL & RISK OFC, SECRETARY	50.00	Officer	$319,780	$63,802	$383,582
ROBERT KING	CFAO/TREASURER (END 1/25)	50.00	Officer	$562,889	$17,682	$580,571
MARGARET MORRIS	CFO, TREASURER (START 3/25)	50.00	Officer	$248,864	$30,896	$279,760
ANNETTE FREYTAG	CHIEF OF STAFF, TREAS (1/25-3/25)	50.00	Officer	$79,666	$9,530	$89,196
KATHLEEN SEITZ	CHIEF GLOBAL DEVELOPMENT OFFICER	50.00	Key Emp	$491,837	$68,118	$559,955
SANJOY DUTTA PHD	CHIEF SCIENTIFIC OFFICER	50.00	Key Emp	$460,316	$20,141	$480,457
STEVEN ST PETER	MANAGING DIR. T1D FUND (END 1/25)	50.00	Key Emp	$807,240	$52,820	$860,060
AMY MONTALTO	VICE PRESIDENT, VOLUNTEER ENGAGEMENT	50.00	Highest	$296,802	$13,516	$310,318
HARDIK SANGHVI	VP, ENTERPRISE ARCHITECTURE AND SE	50.00	Highest	$296,283	$51,906	$348,189
LYNN STARR	CHIEF GLOBAL ADVOCACY OFFICER	50.00	Highest	$460,919	$44,490	$505,409
PAMELA MORRISROE	CHIEF MARKETING OFFICER	50.00	Highest	$520,341	$44,002	$564,343
TRACY MIDO	CHIEF HUMAN RESOURCES OFFICER	50.00	Highest	$407,842	$15,242	$423,084
JAMES MCDONALD	FORMER OFFICER	0.00		$148,875	$7,651	$156,526
SYDNEY YOVIC	FORMER OFFICER	0.00		$296,404	$36,025	$332,429
HELEN ELLIAS	FORMER KEY EMPLOYEE	0.00		$603,815	$57,927	$661,742

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
2025	$301,723,973	$281,012,901	$534,558,002	$20,711,072
2024	$258,115,457	$232,130,154	$488,117,647	$25,985,303
2023	$223,798,085	$215,759,942	$446,188,087	$8,038,143
2022	$238,595,505	$162,889,199	$389,461,665	$75,706,306
2021	$223,022,643	$115,470,447	$361,315,226	$107,552,196
2020	$212,602,450	$192,605,651	$268,023,077	$19,996,799
2019	$239,329,465	$212,570,052	$244,434,766	$26,759,413

BREAKTHROUGH T1D