The Breakthrough Collaborative INC: Nonprofit Profile, Financials & Form 990 (EIN 94-3140620)

Revenue by fiscal year
FY2020	$3.9M
FY2021	$4.7M
FY2022	$3.0M
FY2023	$7.9M
FY2024	$6.3M
FY2025	$4.4M

Expenses by fiscal year
FY2020	$2.4M
FY2021	$2.8M
FY2022	$3.9M
FY2023	$5.4M
FY2024	$5.9M
FY2025	$7.3M

Net assets by fiscal year
FY2020	$3.4M
FY2021	$5.3M
FY2022	$4.4M
FY2023	$7.0M
FY2024	$7.5M
FY2025	$4.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1991.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

55 cents of each dollar spent went to programs.

55%

28%

18%

Program services 55% · $4.0M Management & general 28% · $2.0M Fundraising 18% · $1.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

29 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Vincent Marigna

CEO

$263,264Pt VII · Sec A

Lereca Monik Coxeff

Chief External Affairs Officer

$201,919Pt VII · Sec A

Rachel Martinez

Chief Culture & Operating Officer

$171,749Pt VII · Sec A

Alex Serna

Chief Operating Officer

$153,170Pt VII · Sec A

Andrea Giles

Managing Dir. of Marketing & Comm.

$143,840Pt VII · Sec A

Ambler Ochstein

Dir. of Institutional Partnerships

$140,402Pt VII · Sec A

Mark Contreras

Trustee

$0Pt VII · Sec A

Ted Cox

Trustee

$0Pt VII · Sec A

Vincent Marigna’s $263K as CEO is at the 92nd percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Vincent Marigna	$263,264	$245,925	$125,774	—	—	—
Jeremy Gough	—	—	$211,344	$185,547	$101,175	—
Lereca Monik Coxeff	$201,919	—	—	—	—	—
Elissa Vanaver	—	—	$123,983	$197,731	$186,948	$169,722
Rachel Martinez	$171,749	$167,600	$166,333	$149,667	$131,750	$131,750
Alex Serna	$153,170	$130,591	$133,250	—	—	—
Andrea Giles	$143,840	—	$115,500	—	—	—
Ambler Ochstein	$140,402	—	$123,000	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Breakthrough Collaborative INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps under-resourced students succeed with academic, college-access, and peer-mentoring programs.

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Provided by the organization

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1 program · $4.0M · in their own filed words · FY2024

01

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.

$4.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Fidelity Non-Profit Management FoundationFY2024$600K

We Can LearnFY2024$439K

New York Life FoundationFY2024$200K

Robert and Dana Emery Family Foundation Rockefeller Trust CompanyFY2024$100K

Alabama Civil Justice FoundationFY2024$100K

Fidelity Investments Charitable Gift FundFY2024$95K

Morgan Stanley Global Impact Funding Trust INCFY2024$85K

Vanguard Charitable Endowment ProgramFY2024$65K

Total grants receivedfrom 24 funders$2.0M

See all 24 funders →

Grants paid · 36 grants · $772K · 2020–2024

Breakthrough ManchesterNH · FY2024$25,000

San Francisco Day SchoolCA · FY2024$25,000

The Norfolk AcademyVA · FY2024$25,000

Breakthrough New York INCNY · FY2024$25,000

Breakthrough Silicon ValleyCA · FY2024$25,000

Santa Fe Preparatory SchoolNM · FY2024$25,000

Breakthrough HoustonTX · FY2024$25,000

Fort Worth Country Day School INCTX · FY2024$25,000

Breakthrough SacramentoCA · FY2024$25,000

Mary C Wheeler School INCRI · FY2024$25,000

Breakthrough New OrleansLA · FY2024$25,000

Breakthrough Atlanta INCGA · FY2024$25,000

Breakthrough Twin CitiesMN · FY2024$25,000

Kent Denver Country Day SchoolCO · FY2024$25,000

Breakthrough of Greater Philadelphia INCPA · FY2024$25,000

Breakthrough Louisville INCKY · FY2024$25,000

Breakthrough Cincinnati INCOH · FY2024$25,000

Breakthrough Greater Boston INCMA · FY2023$37,000

See all 36 grants →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.4M

Ln 12

Gifts and grantsLn 1h$3.9M

Fees for servicesLn 2g$307K

Investment incomeLn 3$159K

Money outPt IX

$7.3M

Ln 25

Programscol B$4.0M

Managementcol C$2.0M

Fundraisingcol D$1.3M

Owns and owesPt X

$4.6M

net assets · Ln 32

Cash and savingsLn 1–2$952K

Total assetsLn 16$5.3M

LiabilitiesLn 26$714K

PeoplePt VI, VII

29

listed · VII A

PaidVII A6

Voting boardVI 1a24

IndependentVI 1b23

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$3.9M

Government grantsLn 1e$673K

Noncash giftsLn 1g$116K

Fees for servicesLn 2g$307K

Investment incomeLn 3$159K

Other incomeLn 4–11$5K

Gains on assetsLn 7−$1K

Total revenueLn 12$4.4M

Assets in detailPt X, end of year

CashLn 1$950K

SavingsLn 2$2K

Cash and savings togetherLn 1–2$952K

InvestmentsLn 11–13$2.1M

Land, buildings, equipmentLn 10c$382

Other assetsLn 15$0

Total assetsLn 16$5.3M

LiabilitiesLn 26$714K

Net assetsLn 32$4.6M

OperationsPt I, VI

EmployeesI 533

VolunteersI 628

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$408K	$952K
InvestmentsLn 11–13	$4.1M	$2.1M
Land, buildings, equipmentLn 10c	$6K	$382
Total assetsLn 16	$8.1M	$5.3M
LiabilitiesLn 26	$584K	$714K
Net assetsLn 32	$7.5M	$4.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$425K	$425K
Pay of current officers, directors and key staffLn 5	$296K	$177K	$30K	$89K
Other salaries and wagesLn 7	$3.0M	$1.7M	$580K	$631K
Pension plan contributionsLn 8	$118K	$52K	$53K	$13K
Other employee benefitsLn 9	$358K	$198K	$127K	$33K
Payroll taxesLn 10	$253K	$142K	$59K	$52K
Legal feesLn 11b	$42K		$42K
Accounting feesLn 11c	$203K		$203K
Professional fundraising feesLn 11e	$24K			$24K
Other fees for servicesLn 11g	$817K	$217K	$458K	$141K
Office expensesLn 13	$39K	$5K	$33K	$1K
Information technologyLn 14	$190K	$72K	$89K	$29K
OccupancyLn 16	$11K	$11K
TravelLn 17	$210K	$37K	$129K	$44K
Conferences, conventions and meetingsLn 19	$285K	$50K	$175K	$60K
Payments to affiliatesLn 21	$33K	$33K
Depreciation, depletion and amortizationLn 22	$5K		$5K
InsuranceLn 23	$38K	$18K	$11K	$9K
Other expenses (24a–d)Ln 24	$811K	$793K	$13K	$5K
All other expensesLn 24e	$197K	$18K	$7K	$172K
Total functional expensesLn 25	$7.3M	$4.0M	$2.0M	$1.3M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$4.4M	$7.3M	−$3.0M	$4.6M	990 PDF
FY2024	$6.3M	$5.9M	$462K	$7.5M	990 PDF
FY2023	$7.9M	$5.4M	$2.6M	$7.0M	990 PDF
FY2022	$3.0M	$3.9M	−$847K	$4.4M	990 PDF
FY2021	$4.7M	$2.8M	$1.8M	$5.3M	990 PDF
FY2020	$3.9M	$2.4M	$1.5M	$3.4M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2025 990 (6 parts)

Part I · Summary $4,356,807 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $5,917,013$3,885,267

I-9 Program service revenuePrior year $192,333$306,971

I-10 Investment incomePrior year $211,098$159,451

I-11 Other revenuePrior year $24,121$5,118

I-12 Total revenuePrior year $6,344,565$4,356,807

I-13 Grants and similar amounts paidPrior year $165,000$425,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $3,472,194$3,978,391

I-16a Professional fundraising feesPrior year $11,506$24,104

I-17 Other expensesPrior year $2,233,598$2,881,181

I-18 Total expensesPrior year $5,882,298$7,308,676

I-19 Revenue less expensesPrior year $462,267−$2,951,869

Part VI · Governance 23 of 24 board members independent, no flags

VI-1a Voting members of the governing body24

VI-1b Independent voting members23

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $4,356,807 across 9 lines filed

VIII-1e Government grants$673,144

VIII-1f All other contributions, gifts and grants$3,212,123

VIII-1g Noncash contributions (included above)$115,940

VIII-1h Total contributions, gifts and grants$3,885,267

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $306,971$306,971

VIII-3 Investment incomeExcluded from tax $160,478$160,478

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,027−$1,027

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,118$5,118

VIII-12 Total revenueRelated to mission $306,971 · Unrelated business $0 · Excluded from tax $164,569$4,356,807

Part IX · Statement of functional expenses $7,308,676 across 20 lines filed

IX-1 Grants to domestic organizationsPrograms $425,000$425,000

IX-5 Pay of current officers, directors and key staffPrograms $177,483 · Management $29,581 · Fundraising $88,742$295,806

IX-7 Other salaries and wagesPrograms $1,741,740 · Management $580,080 · Fundraising $631,442$2,953,262

IX-8 Pension plan contributionsPrograms $51,719 · Management $53,159 · Fundraising $12,626$117,504

IX-9 Other employee benefitsPrograms $198,111 · Management $126,953 · Fundraising $33,293$358,357

IX-10 Payroll taxesPrograms $142,400 · Management $58,989 · Fundraising $52,073$253,462

IX-11b Legal feesManagement $42,361$42,361

IX-11c Accounting feesManagement $203,124$203,124

IX-11e Professional fundraising feesFundraising $24,104$24,104

IX-11g Other fees for servicesPrograms $217,388 · Management $458,057 · Fundraising $141,164$816,609

IX-13 Office expensesPrograms $5,096 · Management $32,693 · Fundraising $1,410$39,199

IX-14 Information technologyPrograms $71,757 · Management $88,827 · Fundraising $28,958$189,542

IX-16 OccupancyPrograms $11,096$11,096

IX-17 TravelPrograms $37,176 · Management $129,084 · Fundraising $43,991$210,251

IX-19 Conferences, conventions and meetingsPrograms $50,360 · Management $174,864 · Fundraising $59,593$284,817

IX-21 Payments to affiliatesPrograms $33,333$33,333

IX-22 Depreciation, depletion and amortizationManagement $5,377$5,377

IX-23 InsurancePrograms $17,826 · Management $10,543 · Fundraising $9,433$37,802

IX-24 Other expenses (24a–d)Programs $792,621 · Management $13,136 · Fundraising $4,828$810,585

IX-24e All other expensesPrograms $17,832 · Management $7,180 · Fundraising $172,073$197,085

IX-25 Total functional expensesPrograms $3,990,938 · Management $2,014,008 · Fundraising $1,303,730$7,308,676

Part X · Balance sheet $5,265,274 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $400,343$949,895

X-2 Savings and temporary cash investmentsStart of year $7,384$2,385

X-3 Pledges and grants receivableStart of year $3,145,929$1,569,494

X-4 Accounts receivableStart of year $398,376$528,786

X-9 Prepaid expenses and deferred chargesStart of year $66,593$74,373

X-10c Land, buildings and equipment, netStart of year $5,759$382

X-11 Publicly traded securitiesStart of year $4,050,957$2,139,959

X-15 Other assetsStart of year $6,166$0

X-16 Total assetsStart of year $8,081,507$5,265,274

X-17 Accounts payable and accrued expensesStart of year $465,620$596,731

X-19 Deferred revenueStart of year $111,917$83,750

X-25 Other liabilitiesStart of year $6,315$33,333

X-26 Total liabilitiesStart of year $583,852$713,814

X-27 Net assets without donor restrictionsStart of year $4,015,125$2,368,882

X-28 Net assets with donor restrictionsStart of year $3,482,530$2,182,578

X-32 Total net assets or fund balancesStart of year $7,497,655$4,551,460

X-33 Total liabilities and net assetsStart of year $8,081,507$5,265,274

Part XI · Reconciliation of net assets $4,551,460 net assets at year end

XI-1 Total revenue$4,356,807

XI-2 Total expenses$7,308,676

XI-3 Revenue less expenses−$2,951,869

XI-4 Net assets at start of year$7,497,655

XI-5 Net unrealized gains (losses) on investments$1,377

XI-9 Other changes in net assets$4,297

XI-10 Net assets at end of year$4,551,460

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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