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Nonprofiteer
← BREAKTHROUGH CHARTER SCHOOL

Form 990 for tax year 2023

Filed by BREAKTHROUGH CHARTER SCHOOL.

What the amendment changed

Compared with the return it replaced , filed 12 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$6,597,609 changed to $6,989,107
Total expenses
$4,976,839 changed to $6,205,509
Contributions and grants received
$5,582,919 changed to $6,900,447
Program service revenue
$118,065 changed to $45,395
Other revenue
$894,876 changed to $41,516
Total assets, end of year
$3,536,979 changed to $8,028,966
Total liabilities, end of year
$1,151,022 changed to $6,362,742
Net assets or fund balances, end of year
$2,385,957 changed to $1,666,224
Program services expenses
$4,379,620 changed to $5,460,849
Management and general expenses
$597,219 changed to $744,660
Program service expenses (Part III)
$4,379,620 changed to $5,460,849

Listed only on the earlier return

  • EVA VASQUEZ-PAINTER
  • KRISTI WALLACE
  • MATTHEW DEMPSEY

Listed only on the later return

  • DR DAVID T MARSHALL
  • KRISTA WALLACE
  • MATT DEMPSEY

Listed under a different title

  • CARMON PAIGE-FIELDS: VICE PRESIDENT then BOARD MEMBER
  • WENDELL CREWS: PRESIDENT then CHAIR

Totals

Total revenue
$6,989,107
Total expenses
$6,205,509
Contributions and grants received
$6,900,447
Grants paid
$0
Program service revenue
$45,395
Investment income
$1,749
Other revenue
$41,516
Total assets, end of year
$8,028,966
Total liabilities, end of year
$6,362,742
Net assets or fund balances, end of year
$1,666,224
Program services expenses (Part IX)
$5,460,849
Management and general expenses
$744,660
Fundraising expenses
$0
Program service expenses (Part III)
$5,460,849

Program services were 88.0% 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)

    $6,493,005

  • 1f · All other contributions, gifts and grants

    $407,442

  • 2a · Program service revenue: PROGRAM REVENUE

    total $45,395 · related or exempt $45,395

  • 3 · Investment income

    total $1,749 · excluded $1,749

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $41,516 · related or exempt $41,516

  • 11e · Other revenue, total

    $41,516

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $181,745 · program services $159,936 · management and general $21,809

  • 7 · Other salaries and wages

    total $2,083,679 · program services $1,833,638 · management and general $250,041

  • 8 · Pension plan contributions

    total $989,386 · program services $870,660 · management and general $118,726

  • 9 · Other employee benefits

    total $734,834 · program services $646,654 · management and general $88,180

  • 10 · Payroll taxes

    total $193,998 · program services $170,718 · management and general $23,280

  • 11a · Fees: management

    total $68,287 · program services $60,093 · management and general $8,194

  • 11b · Fees: legal

    total $12,786 · program services $11,252 · management and general $1,534

  • 11c · Fees: accounting

    total $74,355 · program services $65,432 · management and general $8,923

  • 11g · Fees: other

    total $381,481 · program services $335,702 · management and general $45,779

  • 12 · Advertising and promotion

    total $11,462 · program services $10,087 · management and general $1,375

  • 13 · Office expenses

    total $23,290 · program services $20,495 · management and general $2,795

  • 14 · Information technology

    total $130,176 · program services $114,555 · management and general $15,621

  • 16 · Occupancy

    total $63,652 · program services $56,014 · management and general $7,638

  • 17 · Travel

    total $28,189 · program services $24,806 · management and general $3,383

  • 20 · Interest

    total $47,483 · program services $41,785 · management and general $5,698

  • 22 · Depreciation, depletion and amortization

    total $81,547 · program services $71,761 · management and general $9,786

  • 23 · Insurance

    total $61,802 · program services $54,386 · management and general $7,416

  • 24a · Other expenses: TRANSPORTATION

    total $312,236 · program services $274,768 · management and general $37,468

  • 24b · Other expenses: FOOD SERVICES

    total $269,670 · program services $237,310 · management and general $32,360

  • 24c · Other expenses: SUPPLIES

    total $257,994 · program services $227,035 · management and general $30,959

  • 24d · Other expenses: BUILDING IMPROVEMENTS

    total $84,867 · program services $74,683 · management and general $10,184

  • 24e · All other expenses

    total $112,590 · program services $99,079 · management and general $13,511

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $288,237 · end of year $998,365

  • 3 · Pledges and grants receivable

    beginning of year $509,964 · end of year $1,289,292

  • 9 · Prepaid expenses and deferred charges

    end of year $34,400

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

    $2,004,303

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

    $217,396

  • 10c · Land, buildings and equipment, net

    beginning of year $1,381,961 · end of year $1,786,907

  • 15 · Other assets

    beginning of year $3,339,799 · end of year $3,920,002

  • 17 · Accounts payable and accrued expenses

    beginning of year $176,698 · end of year $264,340

  • 23 · Secured mortgages and notes payable

    beginning of year $811,836 · end of year $742,560

  • 25 · Other liabilities

    beginning of year $3,648,801 · end of year $5,355,842

  • 27 · Net assets without donor restrictions

    beginning of year $768,563 · end of year $1,043,323

  • 28 · Net assets with donor restrictions

    beginning of year $114,063 · end of year $622,901

Mission and programs · 2023

Mission

OUR MISSION IS TO PREPARE STUDENTS IN PERRY COUNTY FOR SUCCESS AS CITIZENS AND LEADERS BY PROVIDING A RIGOROUS, SERVICE-ORIENTED, AND PROJECT-BASED PUBLIC SCHOOL THAT SUPPORTS THE SOCIAL-EMOTIONAL DEVELOPMENT OF EACH INDIVIDUAL CHILD.

Activities or mission (Part I)

BREAKTHROUGH CHARTER SCHOOL IS A DIVERSE-BY-DESIGN K-12 SCHOOL EMPHASIZING PROJECT-BASED LEARNING, SERVICE LEARNING, AND SOCIAL EMOTIONAL DEVELOPMENT ROOTED IN A RIGOROUS, ALIGNED CURRICULUM. BREAKTHROUGH CAPITALIZES ON ITS PARTNERSHIPS WITH MARION MILITARY INSTITUTE AND OTHER COMMUNITY STAKEHOLDERS TO ENSURE THAT STUDENTS HAVE ACCESS TO BEST-IN-CLASS LEADERSHIP TRAINING AND RESOURCES AND TO ESTABLISH CLEAR POSTSECONDARY PATHWAYS FOR STUDENTS TO THRIVE IN THE COMMUNITY.

  • BREAKTHROUGH CHARTER SCHOOL IS A DIVERSE-BY-DESIGN K-12 SCHOOL EMPHASIZING PROJECT-BASED LEARNING, SERVICE LEARNING, AND SOCIAL EMOTIONAL DEVELOPMENT ROOTED IN A RIGOROUS, ALIGNED CURRICULUM. BREAKTHROUGH CAPITALIZES ON ITS PARTNERSHIPS WITH MARION MILITARY INSTITUTE AND OTHER COMMUNITY STAKEHOLDERS TO ENSURE THAT STUDENTS HAVE ACCESS TO BEST-IN-CLASS LEADERSHIP TRAINING AND RESOURCES AND TO ESTABLISH CLEAR POSTSECONDARY PATHWAYS FOR STUDENTS TO THRIVE IN THE COMMUNITY.

    Expenses $5,460,849 · Revenue $86,911

  • N/A

  • N/A

As filed on the 2023 return.

Listed in Part VII

  • MATT DEMPSEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • WENDELL CREWS

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • DR DAVID T MARSHALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • SUZANNE MCKEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CARMON PAIGE-FIELDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • KRISTA WALLACE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • DARREN RAMALHO

    HEAD OF SCHOOL

    Total calculated
    $93,782
    From this org
    $75,434
    From related orgs
    $0
    Other
    $18,348
    Hours/week
    40

  • ALICE BARTON

    PRINCIPAL

    Total calculated
    $81,963
    From this org
    $63,633
    From related orgs
    $0
    Other
    $18,330
    Hours/week
    40

  • WILLIE SHEARS JR

    ASST PRINCIPAL

    Total calculated
    $30,888
    From this org
    $24,561
    From related orgs
    $0
    Other
    $6,327
    Hours/week
    40

  • KEVIN TIMMS

    DIRECTOR OF OPERATIONS

    Total calculated
    $79,580
    From this org
    $62,307
    From related orgs
    $0
    Other
    $17,273
    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.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
19 February 2026
IRS schema version
2023v6.0
Source object
202620629349300907

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