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Nonprofiteer
← THE BREAKTHROUGH COLLABORATIVE INC

Form 990 for tax year 2022

Filed by THE BREAKTHROUGH COLLABORATIVE INC.

Totals

Total revenue
$7,943,709
Total expenses
$5,378,172
Contributions and grants received
$7,706,197
Grants paid
$47,500
Program service revenue
$185,083
Investment income
$47,161
Other revenue
$5,268
Total assets, end of year
$7,812,785
Total liabilities, end of year
$786,437
Net assets or fund balances, end of year
$7,026,348
Program services expenses (Part IX)
$3,255,662
Management and general expenses
$890,938
Fundraising expenses
$1,231,572
Program service expenses (Part III)
$3,255,662

Program services were 60.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $221,345

  • 1f · All other contributions, gifts and grants

    $7,484,852

  • 1g · Noncash contributions included above

    $130,363

  • 2a · Program service revenue: AFFILIATION FEES

    total $138,000 · related or exempt $138,000

  • 2b · Program service revenue: BTSP REVENUE

    total $47,083 · related or exempt $47,083

  • 3 · Investment income

    total $65,955 · excluded $65,955

  • 7b · Less cost or other basis and sales expenses

    securities $18,794

  • 7c · Gain or loss

    securities -$18,794

  • 7d · Net gain or loss

    total -$18,794 · excluded -$18,794

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $5,268 · excluded $5,268

  • 11e · Other revenue, total

    $5,268

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,500 · program services $47,500

  • 5 · Compensation of officers, directors and key employees

    total $247,673 · program services $148,604 · management and general $24,767 · fundraising $74,302

  • 7 · Other salaries and wages

    total $2,367,927 · program services $1,389,653 · management and general $257,319 · fundraising $720,955

  • 8 · Pension plan contributions

    total $85,412 · program services $57,820 · management and general $7,100 · fundraising $20,492

  • 9 · Other employee benefits

    total $207,888 · program services $124,644 · management and general $30,154 · fundraising $53,090

  • 10 · Payroll taxes

    total $198,419 · program services $119,623 · management and general $20,690 · fundraising $58,106

  • 11c · Fees: accounting

    total $194,811 · program services $24,663 · management and general $170,148

  • 11e · Fees: professional fundraising services

    total $62,308 · fundraising $62,308

  • 11g · Fees: other

    total $602,226 · program services $321,667 · management and general $142,490 · fundraising $138,069

  • 13 · Office expenses

    total $28,553 · program services $9,087 · management and general $14,363 · fundraising $5,103

  • 14 · Information technology

    total $130,161 · program services $86,485 · management and general $27,425 · fundraising $16,251

  • 16 · Occupancy

    total $16,004 · management and general $16,004

  • 17 · Travel

    total $356,017 · program services $136,855 · management and general $161,846 · fundraising $57,316

  • 22 · Depreciation, depletion and amortization

    total $42,044 · program services $40,000 · management and general $2,044

  • 23 · Insurance

    total $23,796 · program services $13,995 · management and general $2,566 · fundraising $7,235

  • 24a · Other expenses: NATIONAL PROGRAM

    total $665,259 · program services $665,259

  • 24b · Other expenses: IN-KIND EXPENSES

    total $57,886 · program services $57,886

  • 24c · Other expenses: DUES, LICENSES, SERVICE

    total $13,619 · program services $5,143 · management and general $5,388 · fundraising $3,088

  • 24d · Other expenses: STARTER PACK

    total $2,083 · program services $2,083

  • 24e · All other expenses

    total $28,586 · program services $4,695 · management and general $8,634 · fundraising $15,257

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $813,712 · end of year $50,463

  • 2 · Savings and temporary cash investments

    end of year $7,299

  • 3 · Pledges and grants receivable

    beginning of year $2,289,241 · end of year $1,982,153

  • 4 · Accounts receivable

    beginning of year $145,849 · end of year $419,182

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,244 · end of year $101,107

  • 10a · Land, buildings and equipment: cost or other basis

    $212,746

  • 10b · Land, buildings and equipment: accumulated depreciation

    $164,943

  • 10c · Land, buildings and equipment, net

    beginning of year $89,846 · end of year $47,803

  • 11 · Investments: publicly traded securities

    beginning of year $1,384,653 · end of year $5,186,683

  • 15 · Other assets

    beginning of year $0 · end of year $18,095

  • 17 · Accounts payable and accrued expenses

    beginning of year $299,778 · end of year $674,912

  • 19 · Deferred revenue

    beginning of year $83,917 · end of year $93,174

  • 25 · Other liabilities

    beginning of year $0 · end of year $18,351

  • 27 · Net assets without donor restrictions

    beginning of year $1,878,272 · end of year $4,562,608

  • 28 · Net assets with donor restrictions

    beginning of year $2,516,578 · end of year $2,463,740

Mission and programs · 2022

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.

Activities or mission (Part I)

PROVIDE ACADEMIC, COLLEGE-ACCESS, AND PEER-MENTORING PROGRAMS TO HELP UNDER-RESOURCED STUDENTS SUCCEED

  • 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.

    Expenses $3,255,662 · Grants $47,500 · Revenue $185,083

As filed on the 2022 return.

Listed in Part VII

  • Andrea Giles

    DIR. OF MARKETING & COMMUNICATIONS

    Total calculated
    $125,510
    From this org
    $115,500
    From related orgs
    $0
    Other
    $10,010
    Hours/week
    40

  • Lucy Johns

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Elaine Weng

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Christian Hendricks

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Patrick Talamantes

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Abby Zanarini

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Pinney Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Monique Shields

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jabali Sawicki

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Julianne McDowell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jose Davila

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Miho Kubagawa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Aditya Kaddu

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Hiester

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kerin McCarthy Fredman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Allan Dowiak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mark Contreras

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Debra McLoud

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cathy Dean

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Vincent Marigna

    CEO (BEGINNING 07/22)

    Total calculated
    $125,789
    From this org
    $125,774
    From related orgs
    $0
    Other
    $15
    Hours/week
    40

  • Elissa Vanaver

    CEO (THROUGH 06/23)

    Total calculated
    $130,927
    From this org
    $123,983
    From related orgs
    $0
    Other
    $6,944
    Hours/week
    40

  • Jeremy Gough

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $231,092
    From this org
    $211,344
    From related orgs
    $0
    Other
    $19,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,344
    Bonus
    $0
    Other
    $0
    Deferred
    $10,567
    Nontaxable benefits
    $9,181
    Filer's total
    $231,092

  • Rachel Martinez

    CHIEF CULTURE AND OPERATING

    Total calculated
    $174,831
    From this org
    $166,333
    From related orgs
    $0
    Other
    $8,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,333
    Bonus
    $5,000
    Other
    $3,000
    Deferred
    $8,317
    Nontaxable benefits
    $181
    Filer's total
    $174,831

  • Alex Serna

    CHIEF PROGRAM OFFICER

    Total calculated
    $145,275
    From this org
    $133,250
    From related orgs
    $0
    Other
    $12,025
    Hours/week
    40

  • Jee Deogracias

    DIR OF RESEARCH & EVALUATION

    Total calculated
    $144,324
    From this org
    $128,708
    From related orgs
    $0
    Other
    $15,616
    Hours/week
    40

  • Ambler Ochstein

    NATIONAL DIR. OF INSTUTIONAL PARTNERSHIPS

    Total calculated
    $126,256
    From this org
    $123,000
    From related orgs
    $0
    Other
    $3,256
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
24 May 2024
IRS schema version
2022v5.0
Source object
202421459349301432

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