BREAKTHROUGH PHASE III INC (EIN 453994560) - 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

2013

Legal Domicile

Principal Officer

ANTONIO LUNA

Phone

8652470065

Tax Period

2024-07-01 to 2025-06-30

BREAKTHROUGH PHASE III INC, founded in 2013, is a micro nonprofit in the Housing & Shelter sector that reported $98K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $150K exceeded revenue, resulting in a 52% 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 $46,219

Program Service Revenue $36,923

Investment Income $13

Other Revenue $15,224

TOTAL REVENUE $98,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $149,966

Other Expenses $149,966

TOTAL EXPENSES $149,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$98,379	$90,847	+0.1%
Expenses	$149,966	$147,860	+0.0%
Net Income	$-51,587	$-57,013	-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	Director	$0	$0	$0
MICHAEL COLLIINS	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	$98,379	$149,966	$1,054,531	$-51,587
2024	$90,847	$147,860	$1,058,451	$-57,013
2023	$89,635	$122,977	$1,089,017	$-33,342
2022	$84,773	$120,658	$1,129,439	$-35,885
2021	$81,000	$121,158	$1,136,480	$-40,158
2020	$78,008	$117,623	$1,167,701	$-39,615
2019	$78,199	$107,357	$1,194,017	$-29,158

BREAKTHROUGH PHASE III INC