Breakthrough Fund Inc
Nonprofit profile at a glance
- EIN
- 923147697
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Hartsdale, NY, USA
- Rating
- 42
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Physical Fitness and Community Recreational Facilities
Reported finances
- Revenue
- $129,999
- Expenses
- $13,603
- Assets
- $177,259
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Wendy Belzberg (Secretary Executive Director)
People named in this filing
- James Ruddy (Treasurer Assistant Secretary)
- Wendy Belzberg (Secretary Executive Director)
- Uma Seshamani (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The primary purpose of The Breakthrough Fund is to provide financial assistance to individuals with intellectual and developmental disabilities enabling access to health and wellness opportunities that would otherwise not be affordable. This was the initial year of the organization. The organization began providing individuals with programs in 2025 that include personal training adaptive swim lessons diet and nutrition plans and fully certified Yoga instructions.
What it reported doing in 2025
Quick Books Bank Fees record keeping
Operating model
- Revenue model
- Donor-supported. 97% of the money available for current operations came from contributions and gifts.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 4
- Transparency & Controls: 82
- Sustainability: 83
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 7.3%; rating input score 7
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 89.5%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 13.03; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 62.6% per year; rating input score 100; 97th percentile among comparable filings
- Asset growth: 97.8% per year; rating input score 100; 98th percentile among comparable filings
Details
- Where the money goes: 7.3% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 7/100.