2024-09-16T08:03:27-05:00 2023-10-31 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-11-01 920835821 OPERATION BREAKTHROUGH FOUNDATION OPER 8167563511 3039 TROOST AVE KANSAS CITY MO 64109 KEVIN BOYER CFO 8167563511 2024-09-12 1 1 LISA BURKE P00220718 8169455500 2024-09-12 2022 2024-08-08 14:25:15Z KEVIN BOYER 3039 TROOST AVE KANSAS CITY MO 64109 1619157 0 X WWW.OPERATIONBREAKTHROUGH.ORG X 2022 MO SUPPORT OPERATION BREAKTHROUGH INC THROUGH MANAGEMENT OF THE ORGANIZATION'S ENDOWMENT 5 5 0 5 0 0 1518461 495351 0 0 0 69604 0 0 1518461 564955 0 0 0 0 0 0 0 0 0 2094 5176 2094 5176 1516367 559779 1516367 2079193 0 0 1516367 2079193 OPERATION BREAKTHROUGH FOUNDATION SUPPORTS OPERATION BREAKTHROUGH INC BY PROVIDING LONG-TERM FINANCIAL STABILITY THROUGH MANAGEMENT OF THE ORGANIZATION'S ENDOWMENT. 0 0 OPERATION BREAKTHROUGH FOUNDATION SUPPORTS OPERATION BREAKTHROUGH INC BY PROVIDING LONG-TERM FINANCIAL STABILITY THROUGH MANAGEMENT OF THE ORGANIZATION'S ENDOWMENT.OPERATION BREAKTHROUGH INC PROVIDES A SAFE, LOVING, AND EDUCATIONAL ENVIRONMENT FOR CHILDREN IN POVERTY AND EMPOWERS THEIR FAMILIES THROUGH ADVOCACY, EMERGENCY AID, AND EDUCATION. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MO X KEVIN BOYER 8163295260 3039 TROOST AVE KANSAS CITY MO 64109 BETH SOUKUP CHAIR 0.25 1.00 X X 0 0 0 JAMEY BERTRAM VICE CHAIR 0.25 1.00 X X 0 0 0 WENDY HILL SECRETARY 0.25 1.00 X X 0 0 0 SMITH HOLLAND DIRECTOR 0.25 0.50 X 0 0 0 JOLIE JUSTUS DIRECTOR 0.25 0.50 X 0 0 0 MARY ESSELMAN CEO 1.00 61.00 X 0 200139 7855 KEVIN BOYER CFO/COO/TREASURER 2.00 13.00 X 0 99098 9883 0 299237 17738 0 0 1 0 0 15000 480351 163345 495351 41213 41213 1082593 1054202 28391 28391 28391 564955 0 0 69604 5176 5176 5176 0 5176 0 0 15000 0 168781 1516367 1895412 1516367 2079193 0 0 X 1516367 2079193 1516367 2079193 1516367 2079193 559779 3047 0 X X 0 1 X 1 0 X X X 1 OPERATION BREAKTHROUGH INC 430971560 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1516367 311570 72651 5176 1895412 1518461 2094 1516367 1.00000 0.00000 0.00000 0 0 0 X 547826 3047 3047 544779 5176 15000 20176 564955 0 0 0 5176 5176 5176 PART V, LINE 4: THE ENDOWMENT CONSISTS OF A SINGLE FUND ESTABLISHED BY THE BOARD OF THE FOUNDATION'S SOLE MEMBER AND FUNDED BY DONORS FOR THE PURPOSE OF CONTINUING THE OPERATION BREAKTHROUGH INC (OBI) MISSION (SEE SCHEDULE R, PART II). THE FOUNDATION WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF HOLDING THE ENDOWMENT FOR THE BENEFIT OF OBI. THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 50% OF ITS ENDOWMENT FUND'S NET EARNINGS FROM THE PREVIOUS FISCAL YEAR-END, NOT TO EXCEED 5% OF THE CURRENT TOTAL MARKET VALUE OF THE ENDOWMENT ASSETS, WITH DISTRIBUTIONS MADE ANNUALLY AS OF NOVEMBER 1. PART X, LINE 2: OBI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. OBF IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(2) AND WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF HOLDING TITLE TO PROPERTY FOR THE BENEFIT OF OBI. THE OB FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) AND WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF HOLDING AN ENDOWMENT FOR THE BENEFIT OF OBI. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION'S PRESENT ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY THE ORGANIZATION. NO ACCRUAL HAS BEEN RECORDED AT OCTOBER 31, 2023 AND 2022, AS MANAGEMENT DOES NOT BELIEVE ANY MATERIAL UNCERTAINTIES EXIST. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY CONTRIBUTION REPORTED ON PART VIII, LINE 1D 15,000. 0 0 0 0 0 0 0 0 0 MARY ESSELMAN CEO 0 200139 0 0 0 0 0 0 0 7855 0 207994 0 0 PART I, LINE 3 FOUNDATION ACTIVITIES ARE CONDUCTED BY EMPLOYEES OF ITS SOLE MEMBER, OPERATION BREAKTHROUGH INC (OBI). OBI USES A COMPENSATION STUDY OR SURVEY TO DETERMINE THE COMPENSATION OF ITS OFFICERS. COMPENSATION IS APPROVED BY THE OBI BOARD. X 51 163345 STOCK QUOTE 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 OPERATION BREAKTHROUGH, INC., A RELATED NON-PROFIT ORGANIZATION (SEE SCHEDULE R), IS THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD CONSISTS SOLELY OF DIRECTORS OF THE MEMBER WHO HOLD THE FOLLOWING OFFICES OR COMMITTEE POSITIONS WITH THE MEMBER: (I) CHAIR, (II) VICE CHAIR, (III) SECRETARY, (IV) CHAIRPERSON OF ITS FINANCE COMMITTEE, AND (V) CHAIRPERSON OF ITS NOMINATING AND GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE CFO EMAILS THE DRAFT FORM 990 TO ALL OFFICERS AND BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SUPPORTED ORGANIZATION AND SOLE MEMBER. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS, MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE REMAINING BOARD OR COMMITTEE MEMBERS REVIEW THE FACTS TO DETERMINE IF A CONFLICT EXISTS AND TO VOTE UPON THE PROPOSED TRANSACTION OR ARRANGEMENT. PROCEEDINGS ARE RECORDED IN THE BOARD MINUTES. STATEMENTS ARE SIGNED ANNUALLY AFFIRMING THAT SUCH PERSONS HAVE RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. FORM 990, PART XII, LINE 2C: THE FOUNDATION IS INCLUDED IN THE CONSOLIDATED AUDIT OF ITS SOLE MEMBER, OPERATION BREAKTHROUGH INC (OBI). OBI'S FINANCE COMMITTEE, COMPRISED OF MEMBERS OF ITS BOARD OF DIRECTORS, PROVIDES OVERSIGHT FOR THE CONSOLIDATED AUDIT, REVIEW OF OUR FINANCIAL STATEMENTS, AND SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. OPERATION BREAKTHROUGH INC 3039 TROOST AVE KANSAS CITY MO 64109 430971560 PROVIDE CHILDREN LIVING IN POVERTY A SAFE, LOVING & EDUCATIONAL ENVIRONMENT MO 501(C)(3) LINE 7 0 OPERATION BRIGHTER FUTURE 3039 TROOST AVE KANSAS CITY MO 64109 823441918 HOLDING TITLE TO REAL & PERSONAL PROPERTY MO 501(C)(2) OPERATION BREAKTHROUGH INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0