BREAKTHROUGH PHASE II INC (EIN 271278542) - 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

2009

Legal Domicile

Principal Officer

ANTONIO LUNA

Phone

8652470065

Tax Period

2024-07-01 to 2025-06-30

BREAKTHROUGH PHASE II INC, founded in 2009, is a micro nonprofit in the Human Services sector that reported $85K in total revenue in fiscal year 2024. Expenses of $133K exceeded revenue, resulting in a 57% operating deficit.

Mission

TO PROVIDE HOUSING FOR AUTISTIC ADULTS.

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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 $41,997

Program Service Revenue $42,689

Investment Income $9

Other Revenue $0

TOTAL REVENUE $84,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,610

Other Expenses $132,610

TOTAL EXPENSES $132,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,695	$82,384	+0.0%
Expenses	$132,610	$138,711	0.0%
Net Income	$-47,915	$-56,327	-0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LAWERENCE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN THOMAS	MEMBER	1.00	Officer Director	$0	$0	$0
MICHAEL COLLINS	MEMBER	1.00	Director	$0	$0	$0
ANGES LAWERENCE	MEMBER	1.00	Director	$0	$0	$0

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	$84,695	$132,610	$938,474	$-47,915
2024	$82,384	$138,711	$966,924	$-56,327
2023	$122,333	$141,329	$1,011,472	$-18,996
2022	$89,638	$123,101	$1,031,322	$-33,463
2021	$86,439	$133,760	$1,042,893	$-47,321
2020	$79,298	$124,096	$1,068,267	$-44,798
2019	$85,083	$118,476	$1,095,519	$-33,393

BREAKTHROUGH PHASE II INC