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Nonprofiteer
← THE BREAKTHROUGH COLLABORATIVE INC

Form 990 for tax year 2024

Filed by THE BREAKTHROUGH COLLABORATIVE INC.

Totals

Total revenue
$4,356,807
Total expenses
$7,308,676
Contributions and grants received
$3,885,267
Grants paid
$425,000
Program service revenue
$306,971
Investment income
$159,451
Other revenue
$5,118
Total assets, end of year
$5,265,274
Total liabilities, end of year
$713,814
Net assets or fund balances, end of year
$4,551,460
Program services expenses (Part IX)
$3,990,938
Management and general expenses
$2,014,008
Fundraising expenses
$1,303,730
Program service expenses (Part III)
$3,990,938

Program services were 54.6% 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)

    $673,144

  • 1f · All other contributions, gifts and grants

    $3,212,123

  • 1g · Noncash contributions included above

    $115,940

  • 2a · Program service revenue: AFFILIATION FEES

    total $193,179 · related or exempt $193,179

  • 2b · Program service revenue: BTSP REVENUE

    total $113,792 · related or exempt $113,792

  • 3 · Investment income

    total $160,478 · excluded $160,478

  • 7a · Gross sales of assets other than inventory

    securities $2,337,978

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

    securities $2,339,005

  • 7c · Gain or loss

    securities -$1,027

  • 7d · Net gain or loss

    total -$1,027 · excluded -$1,027

  • 11a · Other revenue: CREDIT CARD REWARDS

    total $3,759 · excluded $3,759

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $1,359 · excluded $1,359

  • 11e · Other revenue, total

    $5,118

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $425,000 · program services $425,000

  • 5 · Compensation of officers, directors and key employees

    total $295,806 · program services $177,483 · management and general $29,581 · fundraising $88,742

  • 7 · Other salaries and wages

    total $2,953,262 · program services $1,741,740 · management and general $580,080 · fundraising $631,442

  • 8 · Pension plan contributions

    total $117,504 · program services $51,719 · management and general $53,159 · fundraising $12,626

  • 9 · Other employee benefits

    total $358,357 · program services $198,111 · management and general $126,953 · fundraising $33,293

  • 10 · Payroll taxes

    total $253,462 · program services $142,400 · management and general $58,989 · fundraising $52,073

  • 11b · Fees: legal

    total $42,361 · management and general $42,361

  • 11c · Fees: accounting

    total $203,124 · management and general $203,124

  • 11e · Fees: professional fundraising services

    total $24,104 · fundraising $24,104

  • 11g · Fees: other

    total $816,609 · program services $217,388 · management and general $458,057 · fundraising $141,164

  • 13 · Office expenses

    total $39,199 · program services $5,096 · management and general $32,693 · fundraising $1,410

  • 14 · Information technology

    total $189,542 · program services $71,757 · management and general $88,827 · fundraising $28,958

  • 16 · Occupancy

    total $11,096 · program services $11,096

  • 17 · Travel

    total $210,251 · program services $37,176 · management and general $129,084 · fundraising $43,991

  • 19 · Conferences, conventions and meetings

    total $284,817 · program services $50,360 · management and general $174,864 · fundraising $59,593

  • 21 · Payments to affiliates

    total $33,333 · program services $33,333

  • 22 · Depreciation, depletion and amortization

    total $5,377 · management and general $5,377

  • 23 · Insurance

    total $37,802 · program services $17,826 · management and general $10,543 · fundraising $9,433

  • 24a · Other expenses: NATIONAL PROGRAM

    total $790,206 · program services $790,206

  • 24b · Other expenses: MEMBERSHIPS AND SUBSCRI

    total $20,379 · program services $2,415 · management and general $13,136 · fundraising $4,828

  • 24e · All other expenses

    total $197,085 · program services $17,832 · management and general $7,180 · fundraising $172,073

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400,343 · end of year $949,895

  • 2 · Savings and temporary cash investments

    beginning of year $7,384 · end of year $2,385

  • 3 · Pledges and grants receivable

    beginning of year $3,145,929 · end of year $1,569,494

  • 4 · Accounts receivable

    beginning of year $398,376 · end of year $528,786

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,593 · end of year $74,373

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

    $212,746

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

    $212,364

  • 10c · Land, buildings and equipment, net

    beginning of year $5,759 · end of year $382

  • 11 · Investments: publicly traded securities

    beginning of year $4,050,957 · end of year $2,139,959

  • 15 · Other assets

    beginning of year $6,166 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $465,620 · end of year $596,731

  • 19 · Deferred revenue

    beginning of year $111,917 · end of year $83,750

  • 25 · Other liabilities

    beginning of year $6,315 · end of year $33,333

  • 27 · Net assets without donor restrictions

    beginning of year $4,015,125 · end of year $2,368,882

  • 28 · Net assets with donor restrictions

    beginning of year $3,482,530 · end of year $2,182,578

Mission and programs · 2024

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 $3,990,938 · Grants $425,000 · Revenue $306,971

As filed on the 2024 return.

Listed in Part VII

  • Vincent Marigna

    CEO

    Total calculated
    $294,058
    From this org
    $263,264
    From related orgs
    $0
    Other
    $30,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,064
    Bonus
    $0
    Other
    $1,200
    Deferred
    $12,794
    Nontaxable benefits
    $18,000
    Filer's total
    $294,058

  • Patrick Talamantes

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Christian Hendricks

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Aditya Kaddu

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kerin McCarthy Fredman

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Pinney Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mark Contreras

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ted Cox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jose Davila

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cathy Dean

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Steve Dessner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Allan Dowiak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Pam Haering

    TRUSTEE (AS OF 07/2024)

    Total calculated
    $0
    Hours/week
    2

  • John Hiester

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Melinda Karp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Miho Kubagawa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Long

    TRUSTEE (AS OF 07/2024)

    Total calculated
    $0
    Hours/week
    2

  • Rob MacRae

    TRUSTEE (AS OF 07/2024)

    Total calculated
    $0
    Hours/week
    2

  • Julianne McDowell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Debra McLoud

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Keno Sadler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Andy Shin

    TRUSTEE (AS OF 07/2024)

    Total calculated
    $0
    Hours/week
    2

  • Elaine Weng

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Abby Zanarini

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Andrea Giles

    MANAGING DIR. OF MARKETING & COMM.

    Total calculated
    $158,536
    From this org
    $143,840
    From related orgs
    $0
    Other
    $14,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,640
    Bonus
    $0
    Other
    $1,200
    Deferred
    $5,756
    Nontaxable benefits
    $8,940
    Filer's total
    $158,536

  • Rachel Martinez

    CHIEF CULTURE & OPERATING OFFICER

    Total calculated
    $176,034
    From this org
    $171,749
    From related orgs
    $0
    Other
    $4,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,549
    Bonus
    $0
    Other
    $1,200
    Deferred
    $4,285
    Nontaxable benefits
    $0
    Filer's total
    $176,034

  • Alex Serna

    CHIEF OPERATING OFFICER

    Total calculated
    $179,549
    From this org
    $153,170
    From related orgs
    $0
    Other
    $26,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,970
    Bonus
    $0
    Other
    $1,200
    Deferred
    $7,640
    Nontaxable benefits
    $18,739
    Filer's total
    $179,549

  • Lereca Monik Coxeff

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $220,613
    From this org
    $201,919
    From related orgs
    $0
    Other
    $18,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,719
    Bonus
    $0
    Other
    $1,200
    Deferred
    $2,221
    Nontaxable benefits
    $16,473
    Filer's total
    $220,613

  • Ambler Ochstein

    DIR. OF INSTITUTIONAL PARTNERSHIPS

    Total calculated
    $154,103
    From this org
    $140,402
    From related orgs
    $0
    Other
    $13,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,202
    Bonus
    $0
    Other
    $1,200
    Deferred
    $6,590
    Nontaxable benefits
    $7,111
    Filer's total
    $154,103

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202611359349300641

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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