Breaking Free INC FY2021 filing

Tax-deductible

Saint Paul, MN501(c)(3)Since 1996Human ServicesEIN 41-1856806Revenue $2.0M in FY2021

On file with the IRSbreakingfree.net770 University Ave W, 55104-4805 · Saint Paul, MNTax-exempt since Dec 1997Publicly supported charity — 170(b)(1)(A)(vi)

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Empowering survivors of sex trafficking and prostitution to build new lives through safe housing, direct services, healing programs, survivor advocacy, worldwide policy change, and hope.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$84K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $70K a year · 4% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$84K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $492K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$411K
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$2.0M
To programs
79%
Net assets
$544K
By yearFY2021–FY2025
Revenue
$2.0M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.0M
FY2022$2.0M
FY2023$1.8M
FY2024$2.1M
FY2025$1.9M
Expenses
$2.0M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$2.0M
FY2022$2.2M
FY2023$1.8M
FY2024$1.8M
FY2025$2.3M
Net assets
$544K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$544K
FY2022$377K
FY2023$339K
FY2024$704K
FY2025$291K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.6M Management & general 14% · $284K Fundraising 7% · $136K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $84K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$83,528Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A

Lori Quist’s $138K as Executive Director is at the 66th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Lori Quist$137,841$122,708$56,123——
Samantha Jacobson$88,805$78,843$39,799——
Theresa Forliti———$84,149—
Teresa Forliti————$83,528
Jereme Fish———$62,185—
Stephanie Mullen———$53,804—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Ending all forms of prostitution and sex-trafficking.

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Provided by the organization

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3 programs · $1.6M · in their own filed words · FY2020
01

Permanent Supportive Housing

Housing, with supportive services as described below under the women's program, is provided in two master-leased buildings collectively called "the village place" with 36 one- and two-bedroom units in Saint Paul. In addition, Breaking Free, inc.

$822Kprogram expense
02

Women's Program

This is the core program and gateway to other services provided by Breaking Free. After an initial intake assessment is completed, a case management plan is established and enacted. We provide advocacy services to our clients who are often dealing with concurring issues of poverty, homelessness, drug addiction, and sexual violence, all…

$771Kprogram expense
03

The auxiliary programs consist of the men breaking free ("John School"), pre-court diversion, presentations and trainings, and outreach.

$35Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 5 grants · $1.1M · 2020–2024
Unitemized GrantFY2024$399,369
Unitemized GrantFY2023$209,370
Unitemized GrantFY2022$140,674
Unitemized GrantFY2021$162,324
Unitemized GrantFY2020$164,748

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$1.9M
Other incomeLn 4–11$87K
Fees for servicesLn 2g$26K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.6M
Managementcol C$284K
Fundraisingcol D$136K
Owns and owesPt X
$544K
net assets · Ln 32
Cash and savingsLn 1–2$232K
Total assetsLn 16$955K
LiabilitiesLn 26$411K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$1.3M
Noncash giftsLn 1g$70K
Fees for servicesLn 2g$26K
Investment incomeLn 3$16
Other incomeLn 4–11$87K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$180K
SavingsLn 2$52K
Cash and savings togetherLn 1–2$232K
Land, buildings, equipmentLn 10c$617K
Total assetsLn 16$955K
LiabilitiesLn 26$411K
Net assetsLn 32$544K
OperationsPt I, VI
EmployeesI 529
VolunteersI 636
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$200K$232K
Land, buildings, equipmentLn 10c$619K$617K
Total assetsLn 16$1.1M$955K
LiabilitiesLn 26$476K$411K
Net assetsLn 32$582K$544K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$235K$235K
Pay of current officers, directors and key staffLn 5$137K$87K$37K$12K
Other salaries and wagesLn 7$636K$532K$48K$56K
Other employee benefitsLn 9$52K$44K$4K$4K
Payroll taxesLn 10$118K$90K$18K$10K
Accounting feesLn 11c$120K$120K
Professional fundraising feesLn 11e$16K$16K
Other fees for servicesLn 11g$84K$63K$14K$7K
Office expensesLn 13$25K$10K$2K$13K
Information technologyLn 14$43K$29K$5K$9K
OccupancyLn 16$465K$459K$5K$799
TravelLn 17$7K$7K$34
Conferences, conventions and meetingsLn 19$4K$136$3K
InterestLn 20$10K$10K
Depreciation, depletion and amortizationLn 22$49K$42K$7K$740
InsuranceLn 23$31K$24K$4K$3K
Other expenses (24a–d)Ln 24$17K$6K$7K$4K
Total functional expensesLn 25$2.0M$1.6M$284K$136K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.9M$2.3M−$422K$291K 990 PDF
FY2024 $2.1M$1.8M$325K$704K 990 PDF
FY2023 $1.8M$1.8M−$38K$339K 990 PDF
FY2022 $2.0M$2.2M−$177K$377K 990 PDF
FY2021 Viewing $2.0M$2.0M−$38K$544K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $2,010,916 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,359,716$1,897,692
I-9 Program service revenuePrior year $50,535$26,107
I-10 Investment incomePrior year $198$16
I-11 Other revenuePrior year $85,255$87,101
I-12 Total revenuePrior year $1,495,704$2,010,916
I-13 Grants and similar amounts paidPrior year $123,754$234,864
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $775,196$942,827
I-16a Professional fundraising feesPrior year $16,450$15,863
I-17 Other expensesPrior year $676,478$855,376
I-18 Total expensesPrior year $1,591,878$2,048,930
I-19 Revenue less expensesPrior year −$96,174−$38,014
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,010,916 across 9 lines filed
VIII-1e Government grants$1,333,736
VIII-1f All other contributions, gifts and grants$563,956
VIII-1g Noncash contributions (included above)$70,116
VIII-1h Total contributions, gifts and grants$1,897,692
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $26,107$26,107
VIII-3 Investment incomeExcluded from tax $16$16
VIII-6 Net rental income or lossRelated to mission $85,653$85,653
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,448$1,448
VIII-12 Total revenueRelated to mission $111,760 · Unrelated business $0 · Excluded from tax $1,464$2,010,916
Part IX · Statement of functional expenses $2,048,930 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $234,864$234,864
IX-5 Pay of current officers, directors and key staffPrograms $86,948 · Management $37,457 · Fundraising $12,210$136,615
IX-7 Other salaries and wagesPrograms $531,999 · Management $48,229 · Fundraising $55,869$636,097
IX-9 Other employee benefitsPrograms $44,005 · Management $3,614 · Fundraising $4,331$51,950
IX-10 Payroll taxesPrograms $90,363 · Management $17,686 · Fundraising $10,116$118,165
IX-11c Accounting feesManagement $119,657$119,657
IX-11e Professional fundraising feesFundraising $15,863$15,863
IX-11g Other fees for servicesPrograms $62,712 · Management $13,835 · Fundraising $7,212$83,759
IX-13 Office expensesPrograms $9,752 · Management $2,393 · Fundraising $13,008$25,153
IX-14 Information technologyPrograms $29,136 · Management $4,911 · Fundraising $9,013$43,060
IX-16 OccupancyPrograms $459,014 · Management $4,783 · Fundraising $799$464,596
IX-17 TravelPrograms $7,385 · Management $34$7,419
IX-19 Conferences, conventions and meetingsPrograms $136 · Management $3,433$3,569
IX-20 InterestManagement $10,494$10,494
IX-22 Depreciation, depletion and amortizationPrograms $41,768 · Management $6,853 · Fundraising $740$49,361
IX-23 InsurancePrograms $24,095 · Management $3,763 · Fundraising $3,047$30,905
IX-24 Other expenses (24a–d)Programs $6,399 · Management $7,230 · Fundraising $3,774$17,403
IX-25 Total functional expensesPrograms $1,628,576 · Management $284,372 · Fundraising $135,982$2,048,930
Part X · Balance sheet $955,230 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $37,047$180,131
X-2 Savings and temporary cash investmentsStart of year $162,814$52,048
X-3 Pledges and grants receivableStart of year $205,935$78,406
X-4 Accounts receivableStart of year $2,488$16,981
X-9 Prepaid expenses and deferred chargesStart of year $31,251$10,469
X-10c Land, buildings and equipment, netStart of year $619,219$617,195
X-16 Total assetsStart of year $1,058,754$955,230
X-17 Accounts payable and accrued expensesStart of year $58,078$89,331
X-19 Deferred revenue$45,159
X-25 Other liabilitiesStart of year $24,000$23,025
X-26 Total liabilitiesStart of year $476,259$410,749
X-27 Net assets without donor restrictionsStart of year $556,933$544,481
X-28 Net assets with donor restrictionsStart of year $25,562$0
X-32 Total net assets or fund balancesStart of year $582,495$544,481
X-33 Total liabilities and net assetsStart of year $1,058,754$955,230
Part XI · Reconciliation of net assets $544,481 net assets at year end
XI-1 Total revenue$2,010,916
XI-2 Total expenses$2,048,930
XI-3 Revenue less expenses−$38,014
XI-4 Net assets at start of year$582,495
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$544,481

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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