Civic Intelligence

Breakthrough

EIN 74-2991346 • 501(c)3 • Austin, TX

Profile

Breakthrough austin provides out-of-school learning and academic case management from middle school through college to students from low-income communities who will be the first in their families to graduate from college. The program admits students as 6th graders and makes a longterm commitment to helping them graduate from high school and college.

1050 East 11th Street 350Austin, TX 78702

www.breakthroughaustin.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.23x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.13x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$175,846

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

95th percentile

76%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,206,168

Up $3,121,365 (+76%) from 2023

Liabilities

Up

$1,670,885

Up $1,579,972 (+1738%) from 2023

Net Assets

Up

$5,535,283

Up $1,541,393 (+39%) from 2023

Revenue

Up

$12,617,055

Up $3,165,838 (+33%) from 2023

Expenses

Up

$11,256,271

Up $1,196,315 (+12%) from 2023

Net Income

Up

$1,360,784

Up $1,969,523 (+324%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,893,366Liabilities 2010: $0Net Assets 2010: $1,893,3662010Assets 2011: $2,299,359Liabilities 2011: $505Net Assets 2011: $2,298,8542011Assets 2012: $2,867,802Liabilities 2012: $0Net Assets 2012: $2,867,8022012Assets 2013: $3,358,111Liabilities 2013: $0Net Assets 2013: $3,358,1112013Assets 2014: $3,550,446Liabilities 2014: $12,588Net Assets 2014: $3,537,8582014Assets 2015: $3,670,340Liabilities 2015: $894Net Assets 2015: $3,669,4462015Assets 2016: $4,057,508Liabilities 2016: $22,354Net Assets 2016: $4,035,1542016Assets 2017: $4,740,929Liabilities 2017: $32,225Net Assets 2017: $4,708,7042017Assets 2018: $5,406,206Liabilities 2018: $28,738Net Assets 2018: $5,377,4682018Assets 2019: $5,709,174Liabilities 2019: $19,580Net Assets 2019: $5,689,5942019Assets 2020: $6,626,908Liabilities 2020: $669,563Net Assets 2020: $5,957,3452020Assets 2021: $6,336,652Liabilities 2021: $18,275Net Assets 2021: $6,318,3772021Assets 2022: $4,685,058Liabilities 2022: $269,594Net Assets 2022: $4,415,4642022Assets 2023: $4,084,803Liabilities 2023: $90,913Net Assets 2023: $3,993,8902023Assets 2024: $7,206,168Liabilities 2024: $1,670,885Net Assets 2024: $5,535,2832024

Highlighted filing

2024

Assets$7,206,168
Liabilities$1,670,885
Net Assets$5,535,283

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $927,1482010Expenses 2011: $1,170,4312011Expenses 2012: $1,410,0582012Revenue 2013: $2,114,297Expenses 2013: $1,623,988Net Income 2013: $490,3092013Revenue 2014: $2,242,173Expenses 2014: $2,062,426Net Income 2014: $179,7472014Revenue 2015: $2,532,532Expenses 2015: $2,400,944Net Income 2015: $131,5882015Revenue 2016: $3,381,843Expenses 2016: $3,016,135Net Income 2016: $365,7082016Revenue 2017: $4,217,645Expenses 2017: $3,557,867Net Income 2017: $659,7782017Revenue 2018: $4,874,054Expenses 2018: $4,203,932Net Income 2018: $670,1222018Revenue 2019: $5,319,308Expenses 2019: $5,010,079Net Income 2019: $309,2292019Revenue 2020: $5,759,178Expenses 2020: $5,562,041Net Income 2020: $197,1372020Revenue 2021: $7,283,574Expenses 2021: $7,048,980Net Income 2021: $234,5942021Revenue 2022: $6,885,743Expenses 2022: $8,523,328Net Income 2022: -$1,637,5852022Revenue 2023: $9,451,217Expenses 2023: $10,059,956Net Income 2023: -$608,7392023Revenue 2024: $12,617,055Expenses 2024: $11,256,271Net Income 2024: $1,360,7842024

Highlighted filing

2024

Revenue$12,617,055
Expenses$11,256,271
Net Income$1,360,784

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$1.67$5.54$12.6$11.3$1.36
2023Summary only. Only limited summary data is available for this year.$4.08$0.09$3.99$9.45$10.1$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$0.27$4.42$6.89$8.52$1.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.02$6.32$7.28$7.05$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$0.67$5.96$5.76$5.56$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.02$5.69$5.32$5.01$0.31
2018Summary only. Only limited summary data is available for this year.$5.41$0.03$5.38$4.87$4.20$0.67
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$0.03$4.71$4.22$3.56$0.66
2016Summary only. Only limited summary data is available for this year.$4.06$0.02$4.04$3.38$3.02$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$2.53$2.40$0.13
2014Summary only. Only limited summary data is available for this year.$3.55$0.01$3.54$2.24$2.06$0.18
2013Summary only. Only limited summary data is available for this year.$3.36$0.00$3.36$2.11$1.62$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.00$2.87$1.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$0.93
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$6,972,115
Mission and Program Overview

Mission

Breakthrough central texas provides out-of-school learning and academic case management from middle school through college to students from low-income communities who will be the first in their families to graduate from college. The program admits students as 6th graders and makes a longterm commitment to helping them graduate from high school and college.

Breakthrough central texas provides intensive, comprehensive and sustained programming designed to help students succeed in school and become first generation college graduates. Programs include summer, saturday and after-schoolprograms; case management and student support; parent education and conferences; college preparation and guidance; and college persistence support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,601,333$2,364,991▼ $236,342
Investments in Publicly Traded Securities$3,187,127$1,588,154▼ $1,598,973
Cash and Non-Interest-Bearing Accounts$250,934$251,484▲ $550
Land, Buildings, and Equipment, Net$71,048$94,885▲ $23,837
Pledges and Grants Receivable$201,276$91,117▼ $110,159
Prepaid Expenses and Deferred Charges$12,633$17,536▲ $4,903
Total Assets$6,336,652$4,685,058▼ $1,651,594
Other Assets Total$12,301$276,891▲ $264,590
Liabilities
Accounts Payable and Accrued Expenses$18,275$178,681▲ $160,406
Other Liabilities$0$90,913▲ $90,913
Total Liabilities$18,275$269,594▲ $251,319
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,047,169$2,495,971▼ $551,198
Net Assets Without Donor Restrictions$3,271,208$1,919,493▼ $1,351,715
Total Net Assets Fund Balance$6,318,377$4,415,464▼ $1,902,913
Total Liabilities and Net Assets / Fund Balance$6,336,652$4,685,058▼ $1,651,594

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$94,885$123,950$218,835
Equipment$0$64,946$64,946
Leasehold Improvements$0$55,537$55,537
Other Assets Org$264,590--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$25,967-▼ $3,781-$22,186
2021$22,100-▲ $3,867-$25,967
2020$19,919-▲ $2,181-$22,100
2019$16,815-▲ $3,104-$19,919
2018$18,173-▼ $1,358-$16,815
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael GriffithExecutive DirectorFT$167,700$8,146$175,846
Kendra StrangeChief Schools OfficerFT$123,754$10,860$134,614
Donnie SpierChief Operations OfficerFT$120,326$10,955$131,281
Andrea GuengerichChief Program Strategy OfficerFT$119,067$10,952$130,019
Zakiyyah KareemChief Student Support OfficerFT$118,216$10,892$129,108
Grace HollandChief Development OfficerFT$117,094$9,493$126,587

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,862,817
Program Service Revenue
$0
Investment Income
$50,923
Other Revenue
$-27,997
All Other Contributions
$4,618,344
Change in Net Assets
$-1,637,585

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,959,357
Revenue Not Reported on Financial Statements
$-73,614
Revenue Not Reported on Form 990
$-265,328
Other Revenue Adjustments
$-73,614
Total Revenue per Audited Statements
$6,694,029
Total Revenue per Form 990
$6,885,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,623,867
Other Expenses$1,899,461
Total Fundraising Expense$784,663
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,763,662$249,878$438,607$5,452,147
Other Employee Benefits$340,117$99,466$24,162$463,745
Payroll Taxes$386,904$20,855$36,979$444,738
All Other Expenses$203,313$36,164$42,636$282,113
Occupancy$230,741$18,122$28,841$277,704
Current Officers, Directors, Trustees, and Key Employees$123,092$17,585$35,169$175,846
Travel$124,925$3,807$6,673$135,405
Other Expenses$850$3,401$102,419$106,670
Pension Plan Contributions$61,174$8,739$17,478$87,391
Office Expenses$82,958$2,073$1,238$86,269
Fees for Services Other$71,346$4,372$3,476$79,194
Depreciation Depletion-$47,833-$47,833
Insurance$5,576$35,785$692$42,053
Fees for Services Accounting$21,471$1,316$1,046$23,833
Fees for Service Investment Mgmnt Fees-$12,759-$12,759
Total Functional Expenses$7,089,545$649,120$784,663$8,523,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,596,942
Total Expenses per Form 990$8,523,328
Expenses per Audited Statements$8,510,569
Expenses Not Reported on Form 990$86,373
Expenses Not Reported on Financial Statements$12,759
Other Expense Adjustments$12,759
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$86,372
Fundraising Gross Income$48,513
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beat the Odds$529,645$48,513$34,129$14,384
Total Events$529,645$48,513$86,372$-37,859
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$90,913
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 is provided to the board of directors and reviewed and approved by the finance committee prior to filing.

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

Any possible conflict between the interests of the corporation and the personal or business interests of a director, an officer, or member of their families, shall be disclosed to the directors and made a record through an annual procedure and also when the interest becomes a matter of board action. Any director having a duality of interest or a possible conflict of interest on any matter shall not vote or use personal influence on the matter.

Form 990, Part VI, Section B, Line 15A

The board of directors determines the executive director's salary based on a compensation study done in 2016; the executive director determines all other salaries.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

FORM 990, PART VI, SECTION B, LINE 15:

The executive director's salary is approved by the board of directors. No other member of the board is paid.

Filing and Contact Details

Filer

Filer Name
Breakthrough
EIN
74-2991346
Phone
5126929444
Address
1050 EAST 11TH STREET 350, AUSTIN, TX 78702

Signing Officer

Name
Michael Griffith
Title
Executive Director
Phone
5126929444
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Griffith
Formed
2001
Legal Domicile
TX
Voting Board Members
24
Independent Board Members
24
Employees
351
Volunteers
218

Preparer

Firm
Atchley & Associates Llp
Address
1005 LA POSADA DRIVE, AUSTIN, TX 78752
Preparer
Renae Duncan
Phone
5123462086
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The oversight policies and selection of an independent accountant by the audit comittee has not changed since prior year.

Financial Statement Notes

PART V, LINE 4:

The endowment was set up to provide funds to serve the students. The fund allows 5% of the fund's value as of december 31 to be available to be used in the following calendar year.

PART X, LINE 2:

Breakthrough has adopted fasb asc 740, accounting for uncertainty in income taxes. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes it is more likely than not that the positions will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions that meet the more-likely-than-not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely of being realized upon settlement with the applicable taxing authority. As of december 31, 2022 and 2021, breakthrough has not recognized liabilities for uncertain tax positions or associated interest and penalties.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses included in revenue -86,373. Investment fees not included in revenue 12,759.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses included in revenue 86,373.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment fees not included in revenue 12,759.

Raw XML AppendixShowing 400 of 724 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.

Path#Value
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IRS990/ActivityOrMissionDesc0BREAKTHROUGH CENTRAL TEXAS PROVIDES INTENSIVE, COMPREHENSIVE AND SUSTAINED PROGRAMMING DESIGNED TO HELP STUDENTS SUCCEED IN SCHOOL AND BECOME FIRST GENERATION COLLEGE GRADUATES. PROGRAMS INCLUDE SUMMER, SATURDAY AND AFTER-SCHOOLPROGRAMS; CASE MANAGEMENT AND STUDENT SUPPORT; PARENT EDUCATION AND CONFERENCES; COLLEGE PREPARATION AND GUIDANCE; AND COLLEGE PERSISTENCE SUPPORT.
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IRS990/Form990PartVIISectionAGrp/PersonNm19RICKY GREEN
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IRS990/Form990PartVIISectionAGrp/PersonNm21TAYLOR SISSON
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IRS990/Form990PartVIISectionAGrp/PersonNm23WALT PENN
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm25ANDREA GUENGERICH
IRS990/Form990PartVIISectionAGrp/PersonNm26DONNIE SPIER
IRS990/Form990PartVIISectionAGrp/PersonNm27GRACE HOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm28KENDRA STRANGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHIEF SCHOOLS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt29CHIEF STUDENT SUPPORT OFFICER
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IRS990/MissionDesc0BREAKTHROUGH CENTRAL TEXAS PROVIDES OUT-OF-SCHOOL LEARNING AND ACADEMIC CASE MANAGEMENT FROM MIDDLE SCHOOL THROUGH COLLEGE TO STUDENTS FROM LOW-INCOME COMMUNITIES WHO WILL BE THE FIRST IN THEIR FAMILIES TO GRADUATE FROM COLLEGE. THE PROGRAM ADMITS STUDENTS AS 6TH GRADERS AND MAKES A LONGTERM COMMITMENT TO HELPING THEM GRADUATE FROM HIGH SCHOOL AND COLLEGE.
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IRS990/OtherExpensesGrp/Desc1RECRUITMENT, TRAINING &
IRS990/OtherExpensesGrp/Desc2TECHNOLOGY & ASSESSMENT
IRS990/OtherExpensesGrp/Desc3EVENTS
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