BREAKTHROUGH ATLANTA (EIN 844725498) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

MONIQUE SHIELDS

Phone

4708528902

Tax Period

2024-07-01 to 2025-06-30

BREAKTHROUGH ATLANTA, founded in 2020, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 89% operating deficit.

Mission

OFFERING A SIX-YEAR COLLEGE PREPARATORY PROGRAM FOR UNDERSERVED STUDENTS, AND A TEACHING FELLOWSHIP FOR UNDERGRADUATE STUDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,146,489

Program Service Revenue $0

Investment Income $162,982

Other Revenue $-123,720

TOTAL REVENUE $1,185,751

Expense Breakdown

Grants Paid $38,561

Salaries & Benefits $1,562,576

Fundraising Expenses $360,236

Program Expenses $1,654,075

Other Expenses $639,689

TOTAL EXPENSES $2,240,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,185,751	$2,105,161	-0.4%
Expenses	$2,240,826	$1,891,791	+0.2%
Net Income	$-1,055,075	$213,370	-5.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$182,365

Total Directors

$1,095,244

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEYSA DILLON BROWN	CHAIR	1.00	Officer Director	$0	$0	$0
KERRY HEYWARD	SECRETARY	1.00	Officer Director	$0	$0	$0
SIMONE WALSH	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM HOLDEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID W GHEGAN	PAST CHAIR	0.50	Director	$0	$0	$0
NANCY BRUMLEY ROBITAILLE	BOARD MEMBER	0.50	Director	$0	$0	$0
BRIAN BOUTTE	BOARD MEMBER	0.50	Director	$0	$0	$0
MEREDYTH COLE	LOVETT HEAD OF SCHOOL	0.50	Director	$0	$157,152	$1,095,244
AIMEE CONNOLLY	BOARD MEMBER	0.50	Director	$0	$0	$0
KATIKA LOVETT	BOARD MEMBER	0.50	Director	$0	$0	$0
JANIS MIDDLETON	BOARD MEMBER	0.50	Director	$0	$0	$0
TIFFANY MITSUI	BOARD MEMBER	0.50	Director	$0	$0	$0
KEVIN O'KEEFE	BOARD MEMBER	0.50	Director	$0	$0	$0
TAMARA PEARSON	BOARD MEMBER	0.50	Director	$0	$0	$0
BRITTAIN PRIGGE	BOARD MEMBER	0.50	Director	$0	$0	$0
GRANT RIVERA	BOARD MEMBER	0.50	Director	$0	$0	$0
BRENNAN SPRY	BOARD MEMBER	0.50	Director	$0	$0	$0
CRYSTAL STEPHENS	BOARD MEMBER	0.50	Director	$0	$0	$0
JONATHAN WATKINS	BOARD MEMBER	0.50	Director	$0	$0	$0
CRISTEL WILLIAMS	BOARD MEMBER	0.50	Director	$0	$0	$0
MONIQUE SHIELDS	CEO & CFO	40.00	Officer	$0	$33,466	$182,365

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	$1,185,751	$2,240,826	$4,592,619	$-1,055,075
2024	No data	No data	No data	No data
2023	$2,186,951	$1,426,997	$6,290,551	$759,954
2022	$1,149,783	$1,172,199	$4,949,268	$-22,416
2021	$1,180,350	$1,052,721	$5,041,029	$127,629
2020	$753,310	$399,754	$4,035,126	$353,556

BREAKTHROUGH ATLANTA