CLIMATE BREAKTHROUGH INC

🔒

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

2022

Legal Domicile

Principal Officer

RACHEL FERGUSON

Phone

5102244184

Tax Period

2023-01-01 to 2023-12-31

CLIMATE BREAKTHROUGH INC, founded in 2022, is a mid-sized nonprofit in the Human Services sector that reported $54.5M in total revenue in fiscal year 2023. Revenue surged 355% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35.5M, a strong 65% operating margin.

Mission

CLIMATE BREAKTHROUGH WORKED WITH OUR NETWORK OF SCOUTS AROUND THE GLOBE TO IDENTIFY POTENTIAL AWARDEES AND PROVIDE GRANTS IN SUPPORT OF LARGE-SCALE CLIMATE MITIGATION STRATEGIES. CLIMATE BREAKTHROUGH SUPPORTED AWARDEES WITH CAPACITY BUILDING SERVICES, INCLUDING THOSE FOCUSED ON IMPACT AND LEARNING, ORGANIZATIONAL DEVELOPMENT, AND EXECUTIVE COACHING.

Program Service Accomplishments

Program 1

Expenses: $17,890,373

CLIMATE BREAKTHROUGH WORKED WITH OUR NETWORK OF SCOUTS AROUND THE GLOBE TO IDENTIFY POTENTIAL GRANTEES AND ULTIMATELY AWARDED THREE GRANTS IN SUPPORT OF LARGE-SCALE CLIMATE MITIGATION STRATEGIES...

CLIMATE BREAKTHROUGH WORKED WITH OUR NETWORK OF SCOUTS AROUND THE GLOBE TO IDENTIFY POTENTIAL GRANTEES AND ULTIMATELY AWARDED THREE GRANTS IN SUPPORT OF LARGE-SCALE CLIMATE MITIGATION STRATEGIES. CLIMATE BREAKTHROUGH SUPPORTED GRANTEES WITH CAPACITY BUILDING SERVICES, INCLUDING THOSE FOCUSED ON IMPACT AND LEARNING, ORGANIZATIONAL DEVELOPMENT, AND EXECUTIVE COACHING.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $54,539,466

Program Service Revenue $0

Investment Income $0

Other Revenue $771

TOTAL REVENUE $54,540,237

Expense Breakdown

Grants Paid $15,976,344

Salaries & Benefits $1,855,904

Fundraising Expenses $174,808

Program Expenses $17,890,373

Other Expenses $1,216,030

TOTAL EXPENSES $19,048,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,540,237	$12,000,000	+3.5%
Expenses	$19,048,278	$857,910	+21.2%
Net Income	$35,491,959	$11,142,090	+2.2%

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

Volunteers

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

$353,650

Total Directors

Key Employees

$183,756

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALT REID	CHAIR	1.00	Officer Director	$0	$0	$0
DANA BOURLAND	SECRETARY	1.00	Officer Director	$0	$0	$0
CHELSEA HILLARD	TREASURER (AS OF 12/2023)	1.00	Officer Director	$0	$0	$0
STEPHANIE JONES	DIRECTOR	1.00	Director	$0	$0	$0
LIZ MCKEON	DIRECTOR	1.00	Director	$0	$0	$0
TESSA KHAN	DIRECTOR	1.00	Director	$0	$0	$0
BILHA NDIRANGU	DIRECTOR	1.00	Director	$0	$0	$0
JESS AYERS	DIRECTOR	1.00	Director	$0	$0	$0
CRESSIDA POLLOCK	TREASURER (UNTIL 10/2023)	1.00	Officer Director	$0	$0	$0
RACHEL A FERGUSON	EXECUTIVE DIRECTOR	31.50	Officer	$150,843	$25,248	$176,091
DAWN BICKETT	DIRECTOR, OPS AND STRATEGY	35.00	Officer	$149,456	$28,103	$177,559
ALEXANDRA WANG	DIRECTOR, PROGRAMS	31.50	Key Emp	$165,890	$17,866	$183,756
JESSICA ROSALYN GALERIA	DIRECTOR,PHILANTHROPY P'SHIPS	35.00	Highest	$149,890	$9,958	$159,848
TASHIE SLOLEY	SENIOR GRANTS MGR	35.00	Highest	$135,793	$17,637	$153,430
ROBIN BECK	SENIOR PORTFOLIO MGR	26.00	Highest	$129,911	$7,795	$137,706
OLIVIA DEICH	DIRECTOR, IMPACT & LEARNING	31.50	Highest	$119,457	$7,654	$127,111
MICHAELA KOKE	MANAGER OF CANDIDATES/PARTNERSHIPS	35.00	Highest	$110,569	$17,426	$127,995

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
2023	$54,540,237	$19,048,278	$55,924,205	$35,491,959
2022	$12,000,000	$857,910	$11,188,925	$11,142,090