Breakthrough Houston (EIN 830924608) - 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

2018

Legal Domicile

Principal Officer

Angie Wedlick

Phone

7138500222

Tax Period

2023-08-01 to 2024-07-31

Breakthrough Houston, founded in 2018, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $586K, a strong 24% operating margin.

Mission

Breakthrough Houston works with highly motivated, traditionally underrepresented students to achieve post-secondary success and empowers aspiring leaders to become the next generation of educators and advocates.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,455,579

Program Service Revenue $0

Investment Income $23,400

Other Revenue $-55,003

TOTAL REVENUE $2,423,976

Expense Breakdown

Grants Paid $8,878

Salaries & Benefits $1,351,335

Fundraising Expenses $250,048

Program Expenses $1,391,010

Other Expenses $478,230

TOTAL EXPENSES $1,838,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,423,976	$2,122,758	+0.1%
Expenses	$1,838,443	$1,792,372	+0.0%
Net Income	$585,533	$330,386	+0.8%

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

Volunteers

100

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

$75,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Boyce	Chair	4.00	Officer Director	$0	$0	$0
Joe Morrel	Secretary	2.00	Officer Director	$0	$0	$0
Richard Moore	Treasurer	2.00	Officer Director	$0	$0	$0
Josh Schaffer	Assistant Secretary	2.00	Officer Director	$0	$0	$0
Carolyn Sabat	Assistant Treasurer	2.00	Officer Director	$0	$0	$0
Dan Alig	Director	1.00	Director	$0	$0	$0
Jason Arnoldy	Director	1.00	Director	$0	$0	$0
Berthinia Brown	Director	1.00	Director	$0	$0	$0
Grant Butkus	Director	1.00	Director	$0	$0	$0
Kate Butler	Director	1.00	Director	$0	$0	$0
Gisela Cherches	Director	1.00	Director	$0	$0	$0
Ganesa Collins	Director	1.00	Director	$0	$0	$0
Anna Eastman	Director	1.00	Director	$0	$0	$0
Rob Eschweiler	Director	1.00	Director	$0	$0	$0
Marcia Fiman	Director	1.00	Director	$0	$0	$0
Nancy Fischer	Director	1.00	Director	$0	$0	$0
Gayatri Garg	Director	1.00	Director	$0	$0	$0
Naveen Kharb	Director	1.00	Director	$0	$0	$0
Todd Litton	Director	1.00	Director	$0	$0	$0
Rebecca Luks	Director	1.00	Director	$0	$0	$0
Mark Rodriguez	Director	1.00	Director	$0	$0	$0
Josephine Smith	Director	1.00	Director	$0	$0	$0
Tameka Stegall	Director	1.00	Director	$0	$0	$0
Nick Swyka	Director	1.00	Director	$0	$0	$0
Allie Veselka	Director	1.00	Director	$0	$0	$0
Angie Wedlick	Executive Director	40.00	Officer	$67,708	$7,556	$75,264

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
2024	No data	No data	No data	No data
2024	$2,423,976	$1,838,443	$4,590,164	$585,533
2023	$2,122,758	$1,792,372	$3,780,430	$330,386
2022	$2,004,677	$1,530,446	$3,386,630	$474,231
2021	$1,473,783	$1,251,099	$2,976,066	$222,684
2020	$2,110,926	$1,304,198	$2,723,516	$806,728
2019	$1,358,206	$586,483	$1,907,685	$771,723

Breakthrough Houston