2026-05-15T08:29:08-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2024-07-01 943140620 THE BREAKTHROUGH COLLABORATIVE BREA 4154420600 455 MARKET ST 1940 PMB 933078 SAN FRANCISCO CA 94105 ALEX SERNA COO 4154420600 2026-05-14 1 1 KELCEY LEITL P01584977 9202315890 2026-05-13 2024 2025-03-06 01:10:19Z X VINCENT MARIGNA 455 MARKET ST 1940 PMB 933078 SAN FRANCISCO CA 94105 6695812 0 X BREAKTHROUGHCOLLABORATIVE.ORG X 2001 CA PROVIDE ACADEMIC, COLLEGE-ACCESS, AND PEER-MENTORING PROGRAMS TO HELP UNDER-RESOURCED STUDENTS SUCCEED 24 23 33 28 0 0 5917013 3885267 192333 306971 211098 159451 24121 5118 6344565 4356807 165000 425000 0 0 3472194 3978391 11506 24104 1303730 2233598 2881181 5882298 7308676 462267 -2951869 8081507 5265274 583852 713814 7497655 4551460 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 3990938 425000 306971 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. 3990938 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 1 141 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X KRISTI WHITE 4154420600 455 MARKET ST 1940 SAN FRANCISCO CA 94105 VINCENT MARIGNA CEO 40.00 X X 263264 0 30794 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 KERIN MCCARTHY FREDMAN SECRETARY 2.00 X X 0 0 0 PINNEY ALLEN TRUSTEE 2.00 X 0 0 0 MARK CONTRERAS TRUSTEE 2.00 X 0 0 0 TED COX TRUSTEE 2.00 X 0 0 0 JOSE DAVILA TRUSTEE 2.00 X 0 0 0 CATHY DEAN TRUSTEE 2.00 X 0 0 0 STEVE DESSNER TRUSTEE 2.00 X 0 0 0 ALLAN DOWIAK TRUSTEE 2.00 X 0 0 0 PAM HAERING TRUSTEE (AS OF 07/2024) 2.00 X 0 0 0 JOHN HIESTER TRUSTEE 2.00 X 0 0 0 MELINDA KARP TRUSTEE 2.00 X 0 0 0 MIHO KUBAGAWA TRUSTEE 2.00 X 0 0 0 CAROLYN LONG TRUSTEE (AS OF 07/2024) 2.00 X 0 0 0 ROB MACRAE TRUSTEE (AS OF 07/2024) 2.00 X 0 0 0 JULIANNE MCDOWELL TRUSTEE 2.00 X 0 0 0 DEBRA MCLOUD TRUSTEE 2.00 X 0 0 0 KENO SADLER TRUSTEE 2.00 X 0 0 0 ANDY SHIN TRUSTEE (AS OF 07/2024) 2.00 X 0 0 0 ELAINE WENG TRUSTEE 2.00 X 0 0 0 ABBY ZANARINI TRUSTEE 2.00 X 0 0 0 ANDREA GILES MANAGING DIR. OF MARKETING & COMM. 40.00 X 143840 0 14696 RACHEL MARTINEZ CHIEF CULTURE & OPERATING OFFICER 40.00 X 171749 0 4285 ALEX SERNA CHIEF OPERATING OFFICER 40.00 X 153170 0 26379 LERECA MONIK COXEFF CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 201919 0 18694 AMBLER OCHSTEIN DIR. OF INSTITUTIONAL PARTNERSHIPS 40.00 X 140402 0 13701 1074344 0 108549 9 0 1 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING & OTHER PROFESSIONAL SERVICES 263332 AROSE GROUP LLC 115 STONEBRIDGE RD MONTCLAIR NJ 07042 ORGANIZATIONAL DEVELOPMENT 120600 2 673144 3212123 115940 3885267 AFFILIATION FEES 611710 193179 193179 BTSP REVENUE 900099 113792 113792 306971 160478 160478 2337978 2339005 -1027 -1027 -1027 CREDIT CARD REWARDS 900099 3759 3759 MISCELLANEOUS REVENUE 900099 1359 1359 5118 4356807 306971 0 164569 X 425000 425000 295806 177483 29581 88742 2953262 1741740 580080 631442 117504 51719 53159 12626 358357 198111 126953 33293 253462 142400 58989 52073 42361 42361 203124 203124 24104 24104 816609 217388 458057 141164 39199 5096 32693 1410 189542 71757 88827 28958 11096 11096 210251 37176 129084 43991 284817 50360 174864 59593 33333 33333 5377 5377 37802 17826 10543 9433 NATIONAL PROGRAM 790206 790206 MEMBERSHIPS AND SUBSCRI 20379 2415 13136 4828 197085 17832 7180 172073 7308676 3990938 2014008 1303730 400343 949895 7384 2385 3145929 1569494 398376 528786 66593 74373 212746 212364 5759 382 4050957 2139959 6166 0 8081507 5265274 465620 596731 111917 83750 6315 33333 583852 713814 X 4015125 2368882 3482530 2182578 7497655 4551460 8081507 5265274 X -2951869 1377 4297 X 0 1 X 1 0 X 4415915 2811170 7706197 5917013 3885267 24735562 4415915 2811170 7706197 5917013 3885267 24735562 3571926 21163636 7422 5502 65955 218275 160478 457632 2559 3706 5268 24121 5118 40772 25233966 1198640 0.83870 0.82050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113300 5593 5593 113300 113300 6000 6000 113300 113300 2803 2803 113300 113300 608 -608 113300 113300 1544 1544 113300 0.00000 1.00000 0.00000 0 0 2527 2145 382 210219 210219 0 382 DUE TO AFFILIATES 33333 33333 X 4362481 1377 4297 5674 4356807 0 4356807 7308676 0 7308676 0 7308676 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. X X X X X X 1 VICTORIA SAENZ 2525 COMANCHE DRIVE BIRMINGHAM AL 35244 GRANT WRITING 0 508730 19104 489626 FUNDRAISE INC 9965 HUNTER PLACE WARRIOR AL 35180 FUNDRAISING 0 11855 5000 6855 520585 24104 496481 CA 1 BREAKTHROUGH CINNCINNATI 6905 GIVEN RD CINCINNATI OH 45243 311357625 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH LOUISVILLE 902 S SHELBY ST LOUISVILLE KY 40203 311695835 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH PHILADELPHIA 34 W COULTER ST PHILADELPHIA PA 19144 232789601 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH KENT DENVER 4000 E QUINCY AVE ENGLEWOOD CO 80113 840242810 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH TWIN CITIES 2051 LARPENTEUR AVENUE EAST SAINT PAUL MN 55109 453587267 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH ATLANTA 4075 PACES FERRY RD NW ATLANTA GA 30327 844725498 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH NEW ORLEANS 1903 JEFFERSON AVE NEW ORLEANS LA 70115 720408935 501C(3) 25000 0 GENERAL SUPPORT THE WHEELER SCHOOL 216 HOPE ST PROVIDENCE RI 02906 050259101 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH SACRAMENTO 1000 BROADWAY STE 480 OAKLAND CA 94607 943255070 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH FORT WORTH 4200 COUNTRY DAY LANE FORT WORTH TX 76109 751085363 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH HOUSTON 2401 CLAREMONT LN HOUSTON TX 77019 830924608 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH SANTA FE 1101 CAMINO DE CRUZ BLANCA SANTA FE NM 87505 850165745 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH SILICON VALLEY 1635 PARK AVE SAN JOSE CA 95126 262168102 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH NEW YORK 39 BROADWAY RM 820 NEW YORK NY 10006 270628927 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH NORFOLK 1585 WESLEYAN DR NORFOLK VA 23502 540551901 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH SAN FRANCISCO 350 MASONIC AVE SAN FRANCISCO CA 94118 942570257 501C(3) 25000 0 GENERAL SUPPORT BREAKTHROUGH MANCHESTER 2108 RIVER RD MANCHESTER NH 03104 020265542 501C(3) 25000 0 GENERAL SUPPORT 17 0 PART I, LINE 2: THE ORGANIZATION PROVIDED GRANTS TO ITS "AFFILIATES" IN FY25 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 262064 0 0 0 1200 0 12794 0 18000 0 294058 0 0 0 LERECA MONIK COXEFF CHIEF EXTERNAL AFFAIRS OFFICER 200719 0 0 0 1200 0 2221 0 16473 0 220613 0 0 0 ALEX SERNA CHIEF OPERATING OFFICER 151970 0 0 0 1200 0 7640 0 18739 0 179549 0 0 0 RACHEL MARTINEZ CHIEF CULTURE & OPERATING OFFICER 170549 0 0 0 1200 0 4285 0 0 0 176034 0 0 0 ANDREA GILES MANAGING DIR. OF MARKETING & COMM. 142640 0 0 0 1200 0 5756 0 8940 0 158536 0 0 0 AMBLER OCHSTEIN DIR. OF INSTITUTIONAL PARTNERSHIPS 139202 0 0 0 1200 0 6590 0 7111 0 154103 0 0 0 X 1 101040 FMV X SOFTWARE 1 14900 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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.