2025-05-15T19:29:19-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-07-01 943140620 THE BREAKTHROUGH COLLABORATIVE BREA 4154420600 PO 71420 OAKLAND CA 94612 VINCENT MARIGNA CEO 4154420600 2025-05-15 1 1 ANN NEIL P01817922 6123764500 2025-05-15 2023 2025-03-06 01:10:19Z VINCENT MARIGNA PO 71420 OAKLAND CA 94612 8099196 0 X BREAKTHROUGHCOLLABORATIVE.ORG X 2001 CA PROVIDE ACADEMIC, COLLEGE-ACCESS, AND PEER-MENTORING PROGRAMS TO HELP UNDER-RESOURCED STUDENTS SUCCEED 21 21 56 182 0 0 7706197 5917013 185083 192333 47161 211098 5268 24121 7943709 6344565 47500 165000 0 0 3107319 3472194 62308 11506 1206018 2161045 2233598 5378172 5882298 2565537 462267 7812785 8081507 786437 583852 7026348 7497655 BREAKTHROUGH COLLABORATIVE WORKS WITH MOTIVATED, TRADITIONALLY UNDERREPRESENTED STUDENTS TO ACHIEVE POST-SECONDARY SUCCESS AND EMPOWERS ASPIRING LEADERS TO BECOME THE NEXT GENERATION OF EDUCATORS AND ADVOCATES. 0 0 3557385 165000 192333 WE SERVE OUR CONSTITUENCIES ACROSS A COLLABORATIVE NETWORK OF 24 AFFILIATES THROUGHOUT THE UNITED STATES, REACHING AN AVERAGE OF 8,000 STUDENTS AND NEARLY 1,000 TEACHING FELLOWS EACH OF THE LAST THREE YEARS. TOGETHER, BREAKTHROUGH IS ADDRESSING THE OPPORTUNITY GAP FOR STUDENTS ON THEIR PATH TO COLLEGE AND THE TEACHER DEVELOPMENT GAP BY BUILDING A PATHWAY FOR THE NEXT GENERATION FOR EDUCATORS. OUR NATIONAL TEAM PROVIDES THE STRATEGIC LEADERSHIP AND NEW PROGRAM INNOVATIONS DRIVING BREAKTHROUGH'S NATIONAL VISION AND MISSION, AS WELL AS THE SERVICES, RESOURCES, AND SUPPORT THAT ALLOW OUR 24 AFFILIATES TO FOCUS ON THE MOST EFFECTIVE WAYS TO DELIVER CONSISTENTLY EXCELLENT BREAKTHROUGH PROGRAMMING THAT ALSO REFLECTS LOCAL COMMUNITY CONTEXT. 3557385 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 112 0 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL CA FL X ALEX SERNA 4154420600 PO BOX 71420 OAKLAND CA 94612 PATRICK TALAMANTES CHAIR 2.00 X X 0 0 0 CHRISTIAN HENDRICKS VICE CHAIR 2.00 X X 0 0 0 ADITYA KADDU TREASURER 2.00 X X 0 0 0 ELAINE WENG SECRETARY 2.00 X X 0 0 0 LUCY JOHNS TRUSTEE 2.00 X 0 0 0 KENO SADLER TRUSTEE 2.00 X 0 0 0 ABBY ZANARINI TRUSTEE 2.00 X 0 0 0 PINNEY ALLEN TRUSTEE 2.00 X 0 0 0 MONIQUE SHIELDS TRUSTEE 2.00 X 0 0 0 TED COX TRUSTEE 2.00 X 0 0 0 JULIANNE MCDOWELL TRUSTEE 2.00 X 0 0 0 JOSE DAVILA TRUSTEE 2.00 X 0 0 0 MIHO KUBAGAWA TRUSTEE 2.00 X 0 0 0 STEVE DESSNER TRUSTEE 2.00 X 0 0 0 JOHN HIESTER TRUSTEE 2.00 X 0 0 0 KERIN MCCARTHY FREDMAN TRUSTEE 2.00 X 0 0 0 ALLAN DOWIAK TRUSTEE 2.00 X 0 0 0 MARK CONTRERAS TRUSTEE 2.00 X 0 0 0 DEBRA MCLOUD TRUSTEE 2.00 X 0 0 0 CATHY DEAN TRUSTEE 2.00 X 0 0 0 MELINDA KARP TRUSTEE 2.00 X 0 0 0 VINCENT MARIGNA CEO 40.00 X 245925 0 5608 TIELER GILES MANAGING DIR. OF MARKETING 40.00 X 126943 0 15114 RACHEL MARTINEZ CHIEF CULTURE AND OPERATING 40.00 X 167600 0 8320 ALEX SERNA CHIEF OPERATING OFFICER 40.00 X 130591 0 28142 JEE DEOGRACIAS DIR OF RESEARCH & TECHNOLOGY 40.00 X 114673 0 29901 KATHARINE MCDOWELL NATIONAL DIRECTOR OF PHILANTHROPY 40.00 X 136140 0 21115 921872 0 108200 6 0 1 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING & OTHER PROFESSIONAL SERVICES 217307 1 288582 5628431 60755 5917013 AFFILIATION FEES 611710 141000 141000 BTSP REVENUE 900099 51333 51333 192333 218275 218275 1747454 1754631 -7177 -7177 -7177 CREDIT CARD REWARDS 900099 17963 17963 MISCELLANEOUS REVENUE 900099 6158 6158 24121 6344565 192333 0 235219 165000 165000 257457 154474 25746 77237 2557552 1609834 271137 676581 119859 77562 14171 28126 323217 140418 75239 107560 214109 132853 21561 59695 4142 4142 238396 238396 11506 11506 388899 93377 157341 138181 21023 4816 12078 4129 156467 113294 22892 20281 16625 12362 1930 2333 175229 63152 79334 32743 154336 55623 69874 28839 42044 40000 2044 20484 12594 2224 5666 NATIONAL PROGRAM 860016 847389 12627 MEMBERSHIPS AND SUBSCRI 23202 1710 18442 3050 132735 32927 89717 10091 5882298 3557385 1118895 1206018 50463 400343 7299 7384 1982153 3145929 419182 398376 101107 66593 212746 206987 47803 5759 5186683 4050957 18095 6166 7812785 8081507 674912 465620 93174 111917 18351 6315 786437 583852 X 4562608 4015125 2463740 3482530 7026348 7497655 7812785 8081507 462267 9040 0 X 0 1 X 1 0 X 3797863 4415915 2811170 7706197 5917013 24648158 3797863 4415915 2811170 7706197 5917013 24648158 4134089 20514069 16305 7422 5502 65955 218275 313459 5470 2559 3706 5268 24121 41124 25002741 1035187 0.82050 0.83400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 5,470. 2020 AMOUNT: $ 2,559. 2021 AMOUNT: $ 3,706. 2022 AMOUNT: $ 5,268. 2023 AMOUNT: $ 24,121. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113300 6000 6000 113300 113300 2803 2803 113300 113300 608 -608 113300 113300 1544 1544 113300 113300 1664 1664 113300 0.00000 1.00000 0.00000 0 0 2527 2527 210219 206987 3232 5759 LEASE LIABILITY 6315 6315 X 6353605 9040 9040 6344565 0 6344565 5882298 0 5882298 0 5882298 PART V, LINE 4: THE ORGANIZATION HOLDS TWO ENDOWMENTS; ONE FOR $100,000 AND ANOTHER FOR $13,300. BOTH ARE INTENDED TO SUPPORT THE LONG-TERM SUSTAINABILITY OF THE ORGANIZATION. EARNINGS EACH YEAR ARE RELEASED FOR GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). UNRELATED BUSINESS INCOME, IF ANY, MAY BE SUBJECT TO INCOME TAX. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE RECOGNITION, MEASUREMENT, CLASSIFICATION, AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATION'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE ORGANIZATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. GENERALLY, THE ORGANIZATION'S TAX RETURNS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. X X X X X X 1 VICTORIA SAENZ 2525 COMANCHE DRIVE BIRMINGHAM AL 35244 GRANT WRITING 0 691000 5206 685794 691000 5206 685794 AL CA FL 1 BREAKTHROUGH GREATER BOSTON 459 BROADWAY CAMBRIDGE MA 02138 043307783 501(C)(3) 37000 0 "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT BREAKTHROUGH NEW YORK 39 BROADWAY STE 820 NEW YORK NY 10006 270628927 501(C)(3) 30000 0 "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT + "YEAR ROUND STUDENT SUPPORTS" PROGRAMS ST MARGARET'S OF SCOTLAND EPISCOPAL SCHOOL 31641 LA NOVIA AVE SAN JUAN CAPISTRANO CA 92675 953408913 GOVERNMENT 35000 0 BREAKTHROUGH SAN JUAN CAPISTRANO'S PARTICIPATION IN "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH STREET AUSTIN TX 78702 742991346 501(C)(3) 30000 0 "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT SAN FRANCISCO DAY SCHOOL 350 MASONIC AVENUE SAN FRANCISCO CA 94118 942570257 501(C)(3) 9750 0 "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT 5 0 PART I, LINE 2: THE ORGANIZATION PROVIDED A VERY LIMITED NUMBER OF GRANTS TO ITS "AFFILIATES" IN FY24 TO SUPPORT THEIR ON-THE-GROUND ACTIVITIES RELATED TO NEW INITIATIVES. X X 0 0 0 0 0 0 0 0 0 VINCENT MARIGNA CEO 244725 0 0 0 1200 0 5608 0 0 0 251533 0 0 0 RACHEL MARTINEZ CHIEF CULTURE AND OPERATING 166400 0 0 0 1200 0 8320 0 0 0 175920 0 0 0 ALEX SERNA CHIEF OPERATING OFFICER 129391 0 0 0 1200 0 6470 0 21672 0 158733 0 0 0 KATHARINE MCDOWELL NATIONAL DIRECTOR OF PHILANTHROPY 134940 0 0 0 1200 0 4498 0 16617 0 157255 0 0 0 X 3 60755 COST BASIS 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, SECRETARY, AND TREASURER. THE COMMITTEE HAS THE POWER TO EXERCISE ALL THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM USING INFORMATION PROVIDED BY THE ORGANIZATION. ONCE A DRAFT OF THE RETURN IS READY, THE FINANCE COMMITTEE REVIEWS THE 990 AND RECOMMENDS TO THE BOARD FOR APPROVAL. THE BOARD REVIEWS AND VOTES TO APPROVE PRIOR TO THE 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES AS WELL AS OTHERS WHO SERVE ON THE BOARD COMMITTEES AND/OR TASK FORCES. IF A CONFLICT OF INTEREST ARISES, THE MEMBER WITH THE CONFLICT IS EXPECTED TO DISCLOSE IN WRITING THE EXISTING OF THE CONFLICT TO THE BOARD CHAIR AS SOON AS THAT MEMBER IS AWARE OF THE CONFLICT. THE BOARD CHAIR WILL, IN TURN, DETERMINE THE APPROPRIATE METHOD FOR MANAGING THE CONFLICT. ANNUAL DISCLOSURE FORMS ARE ALSO COMPLETED TO DOCUMENT ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST POLICY AND ANY CONFLICTS REPORTED ARE MONITORED BY THE GOVERNANCE COMMITTEE. IF A CONFLICT IS IDENTIFIED, IT IS NOTED IN THE BOARD MINUTES AND THE INDIVIDUAL ABSTAINS FROM VOTING ON THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15A IT IS THE PRACTICE OF THE BREAKTHROUGH COLLABORATIVE BOARD OF TRUSTEES TO EVALUATE AND SET THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER USING A COMBINATION OF FACTORS INCLUDING THE INDIVIDUAL'S EXPERIENCE, EDUCATION, BACKGROUND, SKILLS, AS WELL AS COMPENSATION AND BENEFIT DATA FOR ORGANIZATIONS OF SIMILAR SIZE, FUNCTION, AND SCOPE. ALL DELIBERATIONS WERE SUBSTANTIATED IN BOARD MINUTES. THIS WAS LAST CONDUCTED DURING THE MOST RECENT SEARCH FOR THE CHIEF EXECUTIVE OFFICER, WHICH TOOK PLACE DURING THE SPRING OF 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.