Civic Intelligence

Breakthrough Phase I Inc

990 • Fiscal year 2023 • EIN 26-1577725

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

1700 Liberty StreetKnoxville, TN 37921

(865) 247-0065

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.34x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

27th percentile

-4.6%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.5%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$773,078

Down $37,190 (-4.6%) from 2022

Net Assets

Down

$739,120

Down $17,977 (-2.4%) from 2022

Liabilities

Down

$33,958

Down $19,213 (-36%) from 2022

Revenue

Down

$99,043

Down $2,535 (-2.5%) from 2022

Expenses

Down

$127,172

Down $1,784 (-1.4%) from 2022

Net Income

Down

-$28,129

Down $751 (-2.7%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $1,154,467Liabilities 2012: $31,193Net Assets 2012: $1,123,2742012Assets 2015: $1,042,311Liabilities 2015: $12,925Net Assets 2015: $1,029,3862015Assets 2016: $1,000,168Liabilities 2016: $8,804Net Assets 2016: $991,3642016Assets 2017: $968,491Liabilities 2017: $9,508Net Assets 2017: $958,9832017Assets 2018: $932,890Liabilities 2018: $16,211Net Assets 2018: $916,6792018Assets 2019: $887,851Liabilities 2019: $20,092Net Assets 2019: $867,7592019Assets 2020: $855,399Liabilities 2020: $36,149Net Assets 2020: $819,2502020Assets 2021: $829,904Liabilities 2021: $45,429Net Assets 2021: $784,4752021Assets 2022: $810,268Liabilities 2022: $53,171Net Assets 2022: $757,0972022Assets 2023: $773,078Liabilities 2023: $33,958Net Assets 2023: $739,1202023Assets 2025: $708,005Liabilities 2025: $56,552Net Assets 2025: $651,4532025

Highlighted filing

2023

Assets$773,078
Liabilities$33,958
Net Assets$739,120

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2012: $119,6882012Revenue 2015: $80,338Expenses 2015: $108,331Net Income 2015: -$27,9932015Revenue 2016: $75,797Expenses 2016: $113,820Net Income 2016: -$38,0232016Revenue 2017: $83,931Expenses 2017: $116,312Net Income 2017: -$32,3812017Revenue 2018: $77,284Expenses 2018: $122,975Net Income 2018: -$45,6912018Revenue 2019: $76,573Expenses 2019: $125,494Net Income 2019: -$48,9212019Revenue 2020: $90,102Expenses 2020: $138,611Net Income 2020: -$48,5092020Revenue 2021: $100,680Expenses 2021: $135,455Net Income 2021: -$34,7752021Revenue 2022: $101,578Expenses 2022: $128,956Net Income 2022: -$27,3782022Revenue 2023: $99,043Expenses 2023: $127,172Net Income 2023: -$28,1292023Revenue 2025: $103,632Expenses 2025: $146,550Net Income 2025: -$42,9182025

Highlighted filing

2023

Revenue$99,043
Expenses$127,172
Net Income-$28,129
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$99,043
Mission and Program Overview

Mission

To provide housing for autistic adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$783,620$749,637▼ $33,983
Accounts Receivable-$2,394-
Cash and Non-Interest-Bearing Accounts$10,986$1,936▼ $9,050
Total Assets$810,268$773,078▼ $37,190
Other Assets Total$15,662$19,111▲ $3,449
Liabilities
Accounts Payable and Accrued Expenses$51,515$32,302▼ $19,213
Other Liabilities$1,656$1,656→ $0
Total Liabilities$53,171$33,958▼ $19,213
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,098,900$1,098,900→ $0
Net Assets Without Donor Restrictions$-341,803$-359,780▼ $17,977
Total Net Assets Fund Balance$757,097$739,120▼ $17,977
Total Liabilities and Net Assets / Fund Balance$810,268$773,078▼ $37,190

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$691,638$345,321$1,036,959
Other Land Buildings$45,838$131,964$177,802
Land$12,161-$12,161
Equipment$0$6,186$6,186
Compensation and Service Providers

Board Members and Trustees

NameTitle
Same SritePresident
Anges LawerenceMember
Jake BrewerMember
Joseph KingMember
Marcus AtchleyMember
Tim TullMember
Judi BrookshireSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$57,135
Program Service Revenue
$41,892
Investment Income
$16
Other Revenue
$0
Change in Net Assets
$-28,129

Audited Revenue Reconciliation

Revenue per Audited Statements
$99,043
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$99,043
Total Revenue per Form 990
$99,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$33,983--$33,983
Fees for Services Management$16,255--$16,255
Insurance$11,290--$11,290
Fees for Services Accounting$5,500--$5,500
Office Expenses$1,270--$1,270
Other Expenses$90--$90
Total Functional Expenses$127,172$0$0$127,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$127,172
Total Expenses per Audited Statements$127,172
Total Expenses per Form 990$127,172
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$1,656
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has board members.

Form 990, Part VI, Section A, Line 7A

Any board member may initiate the name of a potential board candidate. The candidate must then be approved by a majority of the board members.

Form 990, Part VI, Section A, Line 7B

Decisions must be approved by the majority of the board.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by breakthrough corporation controller for content and the managment company responsible for maintaining the financials. Form 8879-eo is returned to preparer for electronic filing.

Form 990, Part VI, Section B, Line 12C

If there is self-disclosure, the individual is asked to either resign as a board member or abstain from activity that is in conflict.

Form 990, Part VI, Section B, Line 15

Comparative data with other local non-profit organizations that are comparative in size and services offered.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Breakthrough Phase I Inc
EIN
26-1577725
Phone
8652470065
Address
1700 LIBERTY STREET, KNOXVILLE, TN 37921

Signing Officer

Name
Michael Collins
Title
Controller
Phone
8652470065
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Collins
Formed
2007
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Purkey Carter Compton Swann & Carter
Address
PLLC PO BOX 727, MORRISTOWN, TN 37815
Preparer
Paul a Lynch CPA
Phone
4235864850
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Contributed capital 10,152.

Form 990 Part XII Line 2C

No change from prior year.

Raw XML AppendixShowing 400 of 455 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0127172
IRS990ScheduleD/LandGrp/BookValueAmt012161
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012161
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt045838
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0131964
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0177802
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt099043
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0749637
IRS990ScheduleD/TotalExpensesPerForm990Amt0127172
IRS990ScheduleD/TotalLiabilityAmt01656
IRS990ScheduleD/TotalRevenuePerForm990Amt099043
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt099043
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0127172
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY BOARD MEMBER MAY INITIATE THE NAME OF A POTENTIAL BOARD CANDIDATE. THE CANDIDATE MUST THEN BE APPROVED BY A MAJORITY OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS MUST BE APPROVED BY THE MAJORITY OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS REVIEWED BY BREAKTHROUGH CORPORATION CONTROLLER FOR CONTENT AND THE MANAGMENT COMPANY RESPONSIBLE FOR MAINTAINING THE FINANCIALS. FORM 8879-EO IS RETURNED TO PREPARER FOR ELECTRONIC FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IF THERE IS SELF-DISCLOSURE, THE INDIVIDUAL IS ASKED TO EITHER RESIGN AS A BOARD MEMBER OR ABSTAIN FROM ACTIVITY THAT IS IN CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPARATIVE DATA WITH OTHER LOCAL NON-PROFIT ORGANIZATIONS THAT ARE COMPARATIVE IN SIZE AND SERVICES OFFERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRIBUTED CAPITAL 10,152.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BREAKTHROUGH CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BREAKTHROUGH PHASE II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BREAKTHROUGH PHASE III INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0621834568
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1271278542
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2453994560
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AUTISM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1AUTISM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2AUTISM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01700 LIBERTY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11700 LIBERTY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21700 LIBERTY STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KNOXVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1KNOXVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2KNOXVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037921
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd137921
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd237921
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0810268
IRS990/TotalAssetsEOYAmt0773078
IRS990/TotalAssetsGrp/BOYAmt0810268
IRS990/TotalAssetsGrp/EOYAmt0773078
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt057135
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127172
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127172
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053171
IRS990/TotalLiabilitiesEOYAmt033958
IRS990/TotalLiabilitiesGrp/BOYAmt053171
IRS990/TotalLiabilitiesGrp/EOYAmt033958
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0757097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0739120
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0127172
IRS990/TotalProgramServiceRevenueAmt041892

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