THE BREAKTHROUGH COLLABORATIVE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BREAKTHROUGH COLLABORATIVE INC (EIN 94-3140620)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349300641
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T08:29:08-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 OSHKOSH AVE SUITE 200 | AddressLine1Txt |
| City | OSHKOSH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943140620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BREAKTHROUGH COLLABORATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREA | BusinessNameControlTxt |
| Phone | 4154420600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MARKET ST 1940 PMB 933078 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEX SERNA | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 4154420600 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELCEY LEITL | PreparerPersonNm |
| PTIN | P01584977 | PTIN |
| Phone | 9202315890 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | VINCENT MARIGNA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MARKET ST 1940 PMB 933078 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,695,812 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BREAKTHROUGHCOLLABORATIVE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE ACADEMIC, COLLEGE-ACCESS, AND PEER-MENTORING PROGRAMS TO HELP UNDER-RESOURCED STUDENTS SUCCEED | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,917,013 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,885,267 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $192,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $306,971 | CYProgramServiceRevenueAmt |
| PY Investment Income | $211,098 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,451 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,121 | PYOtherRevenueAmt |
| CY Other Revenue | $5,118 | CYOtherRevenueAmt |
| PY Total Revenue | $6,344,565 | PYTotalRevenueAmt |
| CY Total Revenue | $4,356,807 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $165,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $425,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,472,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,978,391 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $11,506 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $24,104 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,303,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,233,598 | PYOtherExpensesAmt |
| CY Other Expenses | $2,881,181 | CYOtherExpensesAmt |
| PY Total Expenses | $5,882,298 | PYTotalExpensesAmt |
| CY Total Expenses | $7,308,676 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $462,267 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,951,869 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,081,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,265,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $583,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $713,814 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,497,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,551,460 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,990,938 | ExpenseAmt |
| Grant | $425,000 | GrantAmt |
| Revenue | $306,971 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $3,990,938 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 141 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTI WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154420600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MARKET ST 1940 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| VINCENT MARIGNA | |||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $263,264 | $0 | $30,794 | |
| PATRICK TALAMANTES | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTIAN HENDRICKS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADITYA KADDU | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KERIN MCCARTHY FREDMAN | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PINNEY ALLEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK CONTRERAS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TED COX | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSE DAVILA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY DEAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE DESSNER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN DOWIAK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM HAERING | |||||||
| TRUSTEE (AS OF 07/2024) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HIESTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELINDA KARP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIHO KUBAGAWA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN LONG | |||||||
| TRUSTEE (AS OF 07/2024) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB MACRAE | |||||||
| TRUSTEE (AS OF 07/2024) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIANNE MCDOWELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA MCLOUD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENO SADLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY SHIN | |||||||
| TRUSTEE (AS OF 07/2024) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE WENG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ABBY ZANARINI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA GILES | |||||||
| MANAGING DIR. OF MARKETING & COMM. | 40.00 | $143,840 | $0 | $14,696 | Yes (X) | ||
| RACHEL MARTINEZ | |||||||
| CHIEF CULTURE & OPERATING OFFICER | 40.00 | $171,749 | $0 | $4,285 | Yes (X) | ||
| ALEX SERNA | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $153,170 | $0 | $26,379 | Yes (X) | ||
| LERECA MONIK COXEFF | |||||||
| CHIEF EXTERNAL AFFAIRS OFFICER | 40.00 | $201,919 | $0 | $18,694 | Yes (X) | ||
| AMBLER OCHSTEIN | |||||||
| DIR. OF INSTITUTIONAL PARTNERSHIPS | 40.00 | $140,402 | $0 | $13,701 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,074,344 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,549 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | |||||
| 220 S 6TH ST STE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING & OTHER PROFESSIONAL SERVICES | $263,332 |
| AROSE GROUP LLC | |||||
| 115 STONEBRIDGE RD | MONTCLAIR | NJ | 07042 | ORGANIZATIONAL DEVELOPMENT | $120,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $673,144 | GovernmentGrantsAmt |
| All Other Contributions | $3,212,123 | AllOtherContributionsAmt |
| Noncash Contributions | $115,940 | NoncashContributionsAmt |
| Total Contributions | $3,885,267 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AFFILIATION FEES | 611710 | $193,179 | $193,179 |
| BTSP REVENUE | 900099 | $113,792 | $113,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $306,971 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,478 | TotalRevenueColumnAmt |
| Exclusion | $160,478 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,337,978 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,339,005 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,027 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,027 | TotalRevenueColumnAmt |
| Exclusion | -$1,027 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CREDIT CARD REWARDS | 900099 | $3,759 | $3,759 |
| MISCELLANEOUS REVENUE | 900099 | $1,359 | $1,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,118 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,356,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $306,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $164,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,000 | TotalAmt |
| Program Services | $425,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,806 | TotalAmt |
| Program Services | $177,483 | ProgramServicesAmt |
| Management And General | $29,581 | ManagementAndGeneralAmt |
| Fundraising | $88,742 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,953,262 | TotalAmt |
| Program Services | $1,741,740 | ProgramServicesAmt |
| Management And General | $580,080 | ManagementAndGeneralAmt |
| Fundraising | $631,442 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,504 | TotalAmt |
| Program Services | $51,719 | ProgramServicesAmt |
| Management And General | $53,159 | ManagementAndGeneralAmt |
| Fundraising | $12,626 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,357 | TotalAmt |
| Program Services | $198,111 | ProgramServicesAmt |
| Management And General | $126,953 | ManagementAndGeneralAmt |
| Fundraising | $33,293 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,462 | TotalAmt |
| Program Services | $142,400 | ProgramServicesAmt |
| Management And General | $58,989 | ManagementAndGeneralAmt |
| Fundraising | $52,073 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,361 | TotalAmt |
| Management And General | $42,361 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,124 | TotalAmt |
| Management And General | $203,124 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,104 | TotalAmt |
| Fundraising | $24,104 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,609 | TotalAmt |
| Program Services | $217,388 | ProgramServicesAmt |
| Management And General | $458,057 | ManagementAndGeneralAmt |
| Fundraising | $141,164 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,199 | TotalAmt |
| Program Services | $5,096 | ProgramServicesAmt |
| Management And General | $32,693 | ManagementAndGeneralAmt |
| Fundraising | $1,410 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,542 | TotalAmt |
| Program Services | $71,757 | ProgramServicesAmt |
| Management And General | $88,827 | ManagementAndGeneralAmt |
| Fundraising | $28,958 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,096 | TotalAmt |
| Program Services | $11,096 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,251 | TotalAmt |
| Program Services | $37,176 | ProgramServicesAmt |
| Management And General | $129,084 | ManagementAndGeneralAmt |
| Fundraising | $43,991 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,817 | TotalAmt |
| Program Services | $50,360 | ProgramServicesAmt |
| Management And General | $174,864 | ManagementAndGeneralAmt |
| Fundraising | $59,593 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,333 | TotalAmt |
| Program Services | $33,333 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,377 | TotalAmt |
| Management And General | $5,377 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,802 | TotalAmt |
| Program Services | $17,826 | ProgramServicesAmt |
| Management And General | $10,543 | ManagementAndGeneralAmt |
| Fundraising | $9,433 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NATIONAL PROGRAM | $790,206 | $790,206 | ||
| MEMBERSHIPS AND SUBSCRI | $20,379 | $2,415 | $13,136 | $4,828 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,085 | TotalAmt |
| Program Services | $17,832 | ProgramServicesAmt |
| Management And General | $7,180 | ManagementAndGeneralAmt |
| Fundraising | $172,073 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,308,676 | TotalAmt |
| Program Services | $3,990,938 | ProgramServicesAmt |
| Management And General | $2,014,008 | ManagementAndGeneralAmt |
| Fundraising | $1,303,730 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,343 | BOYAmt |
| EOY | $949,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,384 | BOYAmt |
| EOY | $2,385 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,145,929 | BOYAmt |
| EOY | $1,569,494 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,376 | BOYAmt |
| EOY | $528,786 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,593 | BOYAmt |
| EOY | $74,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $212,746 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $212,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,759 | BOYAmt |
| EOY | $382 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,050,957 | BOYAmt |
| EOY | $2,139,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,166 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,081,507 | BOYAmt |
| EOY | $5,265,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,620 | BOYAmt |
| EOY | $596,731 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,917 | BOYAmt |
| EOY | $83,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,315 | BOYAmt |
| EOY | $33,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,852 | BOYAmt |
| EOY | $713,814 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,015,125 | BOYAmt |
| EOY | $2,368,882 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,482,530 | BOYAmt |
| EOY | $2,182,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,497,655 | BOYAmt |
| EOY | $4,551,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,081,507 | BOYAmt |
| EOY | $5,265,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,951,869 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,377 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,297 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,415,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,811,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,706,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,917,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,885,267 | CurrentTaxYearAmt |
| Total | $24,735,562 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,415,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,811,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,706,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,917,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,885,267 | CurrentTaxYearAmt |
| Total | $24,735,562 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,571,926 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,163,636 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,478 | CurrentTaxYearAmt |
| Total | $457,632 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,118 | CurrentTaxYearAmt |
| Total | $40,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,233,966 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,198,640 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2020 AMOUNT: $ 2,559. 2021 AMOUNT: $ 3,706. 2022 AMOUNT: $ 5,268. 2023 AMOUNT: $ 6,158. 2024 AMOUNT: $ 1,359. CREDIT CARD REBATES - 2023 AMOUNT: $ 17,963. 2024 AMOUNT: $ 3,759. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,593 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,593 | OtherExpendituresAmt |
| End Year Balance | $113,300 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $113,300 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,803 | OtherExpendituresAmt |
| End Year Balance | $113,300 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,300 | BeginningYearBalanceAmt |
| Contributions | $608 | ContributionsAmt |
| Investment Earnings Or Losses | -$608 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $113,300 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,544 | OtherExpendituresAmt |
| End Year Balance | $113,300 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,527 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,145 | DepreciationAmt |
| Book Value | $382 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,219 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $382 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $33,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,333 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,362,481 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,377 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,297 | OtherRevenueAmt |
| Revenue Not Reported | $5,674 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,356,807 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,356,807 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,308,676 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,308,676 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,308,676 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 U.S. THE 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET ASSETS FROM TRANSFER TO BREAKTHROUGH BIRMINGHAM 4,297. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| VICTORIA SAENZ | ||||||||
| 2525 COMANCHE DRIVE | BIRMINGHAM | AL | 35244 | GRANT WRITING | 0 | $508,730 | $19,104 | $489,626 |
| FUNDRAISE INC | ||||||||
| 9965 HUNTER PLACE | WARRIOR | AL | 35180 | FUNDRAISING | 0 | $11,855 | $5,000 | $6,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $520,585 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $24,104 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $496,481 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BREAKTHROUGH CINNCINNATI | ||||||||
| 6905 GIVEN RD | CINCINNATI | OH | 45243 | 311357625 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH LOUISVILLE | ||||||||
| 902 S SHELBY ST | LOUISVILLE | KY | 40203 | 311695835 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH PHILADELPHIA | ||||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | 232789601 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH KENT DENVER | ||||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | 840242810 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH TWIN CITIES | ||||||||
| 2051 LARPENTEUR AVENUE EAST | SAINT PAUL | MN | 55109 | 453587267 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH ATLANTA | ||||||||
| 4075 PACES FERRY RD NW | ATLANTA | GA | 30327 | 844725498 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH NEW ORLEANS | ||||||||
| 1903 JEFFERSON AVE | NEW ORLEANS | LA | 70115 | 720408935 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| THE WHEELER SCHOOL | ||||||||
| 216 HOPE ST | PROVIDENCE | RI | 02906 | 050259101 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH SACRAMENTO | ||||||||
| 1000 BROADWAY STE 480 | OAKLAND | CA | 94607 | 943255070 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH FORT WORTH | ||||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | 751085363 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH HOUSTON | ||||||||
| 2401 CLAREMONT LN | HOUSTON | TX | 77019 | 830924608 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH SANTA FE | ||||||||
| 1101 CAMINO DE CRUZ BLANCA | SANTA FE | NM | 87505 | 850165745 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | 262168102 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH NEW YORK | ||||||||
| 39 BROADWAY RM 820 | NEW YORK | NY | 10006 | 270628927 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH NORFOLK | ||||||||
| 1585 WESLEYAN DR | NORFOLK | VA | 23502 | 540551901 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH SAN FRANCISCO | ||||||||
| 350 MASONIC AVE | SAN FRANCISCO | CA | 94118 | 942570257 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| BREAKTHROUGH MANCHESTER | ||||||||
| 2108 RIVER RD | MANCHESTER | NH | 03104 | 020265542 | 501C(3) | $25,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDED GRANTS TO ITS "AFFILIATES" IN FY25 TO SUPPORT THEIR ON-THE-GROUND ACTIVITIES RELATED TO NEW INITIATIVES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VINCENT MARIGNA | ||||||||||||||
| CEO | $262,064 | $0 | $0 | $0 | $1,200 | $0 | $12,794 | $0 | $18,000 | $0 | $294,058 | $0 | $0 | $0 |
| LERECA MONIK COXEFF | ||||||||||||||
| CHIEF EXTERNAL AFFAIRS OFFICER | $200,719 | $0 | $0 | $0 | $1,200 | $0 | $2,221 | $0 | $16,473 | $0 | $220,613 | $0 | $0 | $0 |
| ALEX SERNA | ||||||||||||||
| CHIEF OPERATING OFFICER | $151,970 | $0 | $0 | $0 | $1,200 | $0 | $7,640 | $0 | $18,739 | $0 | $179,549 | $0 | $0 | $0 |
| RACHEL MARTINEZ | ||||||||||||||
| CHIEF CULTURE & OPERATING OFFICER | $170,549 | $0 | $0 | $0 | $1,200 | $0 | $4,285 | $0 | $0 | $0 | $176,034 | $0 | $0 | $0 |
| ANDREA GILES | ||||||||||||||
| MANAGING DIR. OF MARKETING & COMM. | $142,640 | $0 | $0 | $0 | $1,200 | $0 | $5,756 | $0 | $8,940 | $0 | $158,536 | $0 | $0 | $0 |
| AMBLER OCHSTEIN | ||||||||||||||
| DIR. OF INSTITUTIONAL PARTNERSHIPS | $139,202 | $0 | $0 | $0 | $1,200 | $0 | $6,590 | $0 | $7,111 | $0 | $154,103 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,040 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 15 | 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. |
| FORM 990, PART IX, LINE 11G | MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 14,235. MANAGEMENT AND GENERAL EXPENSES 29,996. FUNDRAISING EXPENSES 9,244. TOTAL EXPENSES 53,475. TECHOLOGY CONSULTING: PROGRAM SERVICE EXPENSES 76,286. MANAGEMENT AND GENERAL EXPENSES 160,742. FUNDRAISING EXPENSES 49,538. TOTAL EXPENSES 286,566. HR & TALENT CONSULTING: PROGRAM SERVICE EXPENSES 21,450. MANAGEMENT AND GENERAL EXPENSES 45,197. FUNDRAISING EXPENSES 13,929. TOTAL EXPENSES 80,576. OTHER FEES: PROGRAM SERVICE EXPENSES 105,417. MANAGEMENT AND GENERAL EXPENSES 222,122. FUNDRAISING EXPENSES 68,453. TOTAL EXPENSES 395,992. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS FROM TRANSFER TO BREAKTHROUGH BIRMINGHAM 4,297. |