OPERATION BREAKTHROUGH FOUNDATION (EIN 920835821) - 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

2022

Legal Domicile

Principal Officer

KEVIN BOYER

Phone

8167563511

Tax Period

2023-11-01 to 2024-10-31

OPERATION BREAKTHROUGH FOUNDATION, founded in 2022, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 414% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 99% operating margin.

Mission

SUPPORT OPERATION BREAKTHROUGH INC THROUGH MANAGEMENT OF THE ORGANIZATION'S ENDOWMENT

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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 $2,741,430

Program Service Revenue $0

Investment Income $162,450

Other Revenue $0

TOTAL REVENUE $2,903,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,722

TOTAL EXPENSES $20,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,903,880	$564,955	+4.1%
Expenses	$20,722	$5,176	+3.0%
Net Income	$2,883,158	$559,779	+4.2%

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

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

$302,046

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH SOUKUP	CHAIR	0.10	Officer Director	$0	$0	$0
DAVID AYRES	SECRETARY	0.10	Officer Director	$0	$0	$0
KC MATTHEWS	DIRECTOR	0.10	Director	$0	$0	$0
RANDY HICKMAN	DIRECTOR	0.10	Director	$0	$0	$0
LATASHA WILSON	DIRECTOR	0.10	Director	$0	$0	$0
JAMEY BERTRAM	VICE CHAIR (TERM END 7/31/24)	0.10	Officer Director	$0	$0	$0
WENDY HILL	SECRETARY (TERM END 7/31/24)	0.10	Officer Director	$0	$0	$0
SMITH HOLLAND	DIRECTOR (TERM END 7/31/24)	0.10	Director	$0	$0	$0
JOLIE JUSTUS	DIRECTOR (TERM END 7/31/24)	0.10	Director	$0	$0	$0
MARY ESSELMAN	CEO	1.00	Officer	$0	$8,751	$207,746
KEVIN BOYER	CFO/COO/TREASURER	2.00	Officer	$0	$32,306	$94,300

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	$2,903,880	$20,722	$5,323,649	$2,883,158
2023	$564,955	$5,176	$2,079,193	$559,779
2022	$1,518,461	$2,094	$1,516,367	$1,516,367

OPERATION BREAKTHROUGH FOUNDATION