2026-09-13T14:51:01-05:00 2025-10-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-11-01 430971560 OPERATION BREAKTHROUGH INC OPER 8167563511 3039 TROOST AVE KANSAS CITY MO 64109 KEVIN R BOYER CFO 8167563511 2026-09-08 1 1 LISA BURKE P00220718 8169455500 2026-09-08 2024 MARY ESSELMAN 3039 TROOST AVE KANSAS CITY MO 64109 29556913 0 X OPERATIONBREAKTHROUGH.ORG X 1971 MO TO PROVIDE A SAFE, LOVING AND EDUCATIONAL ENVIRONMENT FOR CHILDREN AND FAMILIES LIVING IN POVERTY 20 20 290 150 0 0 15054293 22337832 3947492 5703896 417961 1050840 129558 207329 19549304 29299897 576463 900118 0 0 11762153 13641053 0 0 789024 5384182 5551657 17722798 20092828 1826506 9207069 45237203 48012957 8202179 1108049 37035024 46904908 TO PROVIDE A SAFE, LOVING AND EDUCATIONAL ENVIRONMENT FOR CHILDREN IN POVERTY AND TO EMPOWER THEIR FAMILIES THROUGH ADVOCACY, EMERGENCY AID, AND EDUCATION. 0 0 17393857 900118 5703896 EARLY CHILDHOOD, SCHOOL AGE, AND PARENT SERVICES: DURING FISCAL 2025, OPERATION BREAKTHROUGH OPERATED AT OR NEAR CAPACITY SERVING APPROXIMATELY 400 PRESCHOOLERS AND INFANTS IN ITS EARLY CHILDHOOD EDUCATION PROGRAMS, 250 SCHOOL AGED CHILDREN IN ITS BEFORE/AFTER SCHOOL ENRICHMENT PROGRAMS, AND 300 HIGH SCHOOL STUDENTS IN ITS YOUTH PROGRAMS. SUPPORTIVE SERVICES OFFERED INCLUDE HEALTH AND WELLNESS, FAMILY SERVICES, MEALS, AND EMERGENCY ASSISTANCE. PROGRAMS ARE PRIMARILY FUNDED BY CONTRIBUTIONS AND GRANTS AND SERVE LOW-INCOME FAMILIES BASED ON FEDERAL GUIDELINES. THE PROGRAM ALSO RECEIVES HEAD START FUNDS. 17393857 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 166 1 1 290 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X KEVIN BOYER CFO 8163295260 3039 TROOST AVE KANSAS CITY MO 64109 WENDY HILL CHAIR 0.50 0.00 X X 0 0 0 RICHARD WINSTON VICE-CHAIR 0.50 0.10 X X 0 0 0 DEBBIE HOUSH SECRETARY 0.50 0.00 X X 0 0 0 MICHAEL ADAMS DIRECTOR 0.50 0.00 X 0 0 0 NATHAN BENJAMIN DIRECTOR 0.50 0.10 X 0 0 0 JAMEY BERTRAM DIRECTOR 0.50 0.00 X 0 0 0 LESLEY ELWELL DIRECTOR 0.50 0.00 X 0 0 0 CHRIS GOODE DIRECTOR 0.50 0.10 X 0 0 0 KATHRYN HARVEL DIRECTOR 0.50 0.00 X 0 0 0 SMITH HOLLAND DIRECTOR 0.50 0.00 X 0 0 0 BRIDGETTE JONES DIRECTOR 0.50 0.10 X 0 0 0 JOLIE JUSTUS DIRECTOR 0.50 0.10 X 0 0 0 ERIC KELLER DIRECTOR 0.50 0.00 X 0 0 0 KRISTA KLAUS DIRECTOR 0.50 0.00 X 0 0 0 SHERRI LATHROP DIRECTOR 0.50 0.00 X 0 0 0 JON OTTO DIRECTOR 0.50 0.10 X 0 0 0 DYLAN PLEMONS DIRECTOR 0.50 0.00 X 0 0 0 SABINA SAFDER DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM WALKER DIRECTOR 0.50 0.00 X 0 0 0 TANNER WYCOFF DIRECTOR 0.50 0.00 X 0 0 0 MARY ESSELMAN CEO 60.00 4.00 X 192904 0 14705 KEVIN BOYER CFO/COO/TREASURER 12.00 8.00 X 42194 0 19087 MARY MULKEY DIRECTOR OF EDUCATION 50.00 0.00 X 121203 0 845 KIMMIKKA BROWN DIRECTOR OF HEALTH & QUALITY 40.00 0.00 X 100384 0 8978 JANIE BISHOP-DEEGAN ASST DIR SCHOOL AGE PROGRAMMING 50.00 0.00 X 103908 0 13831 BRIGITTE BARTON CONTROLLER 60.00 2.00 X 105884 0 8745 ASHLEY BLAND DIRECTOR OF CLINICAL SERVICES 40.00 0.00 X 100412 0 8958 766889 0 75149 6 0 1 0 KC ALL PRO 7601 LAFAYETTE AVE KANSAS CITY KS 66109 CLEANING 212200 1 329220 735076 2236490 6854113 12182933 1152015 22337832 MDSS CHILDREN'S PROGRAMMING 624100 2394095 2394095 EARLY EDUCATION CLASSROOMS 624100 1535800 1535800 CROSSROADS CHARTER SUMMER SCHOOL 624100 947473 947473 EXPERIENTIAL LEARNING PROGRAMS 624100 531528 531528 STEM PROGRAMMING 624100 240000 240000 55000 55000 5703896 889270 889270 61831 0 61831 61831 61831 161570 0 161570 161570 161570 311611 735076 203285 108326 108326 80900 53731 27169 27169 10003 10003 10003 29299897 5703896 0 1258169 388485 388485 511633 511633 279232 110979 129550 38703 11038868 9442835 1184189 411844 1469538 1243512 181964 44062 853415 719130 100670 33615 9645 9645 15678 15678 1230806 1084916 71942 73948 771096 654370 57960 58766 141501 95841 14710 30950 1062788 964300 61564 36924 64175 62085 1461 629 147494 139913 7521 60 26730 24564 1230 936 1194303 1097984 54011 42308 259320 237865 12207 9248 CAFETERIA EXPENSES 478155 478155 FIELD TRIP EXPENSES 35589 35589 114377 101701 5645 7031 20092828 17393857 1909947 789024 2064155 5968233 1542328 559133 1173347 1005536 3007578 4896813 7602700 120235 37457732 11977910 14376333 25479822 8853143 9983185 6617619 0 45237203 48012957 796519 887221 13600 220828 7392060 0 8202179 1108049 X 36595015 46712769 440009 192139 37035024 46904908 45237203 48012957 9207069 662815 0 X X 0 1 X 1 1 1 X 16900872 13534266 13057757 15054293 22337832 80885020 16900872 13534266 13057757 15054293 22337832 80885020 2084294 78800726 239718 237923 303685 451276 951101 2183703 8376 5206 135495 149077 3060 6561 10003 19624 83237424 19324993 0.94670 0.97410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4446190 1204514 1625624 175038 10283 7091007 1895412 2090619 468793 8634 4446190 1516367 316746 67475 5176 1895412 879077 779734 -142444 1516367 878319 758 879077 1.00000 0.00000 0.00000 0 1 1 1904365 1904365 28454201 7181443 21272758 3758469 2619388 1139081 2214364 1418601 795763 1126333 758478 367855 25479822 X 29800527 662815 -403523 259292 29541235 15678 -257016 -241338 29299897 19930643 257016 257016 19673627 15678 403523 419201 20092828 PART V, LINE 4: THE ENDOWMENT CONSISTS OF A SINGLE FUND ESTABLISHED BY THE BOARD AND FUNDED BY DONORS FOR THE PURPOSE OF CONTINUING OPERATION BREAKTHROUGH INC'S (OBI) MISSION. OPERATION BREAKTHROUGH FOUNDATION (THE FOUNDATION), A RELATED TAX-EXEMPT ORGANIZATION (SEE SCHEDULE R, PART II), 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. OPERATION BRIGHT FUTURE (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. MINDDRIVE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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, 2025 AND 2024, AS MANAGEMENT DOES NOT BELIEVE ANY MATERIAL UNCERTAINTIES EXIST. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET GRANTS TO OPERATION BREAKTHROUGH FOUNDATION -403,523. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -257,016. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 257,016. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET GRANTS TO OPERATION BREAKTHROUGH FOUNDATION 403,523. ANNUAL EVENT 1046687 735076 311611 3786 117574 30767 51158 1046687 735076 311611 3786 117574 30767 51158 203285 108326 80900 40350 13381 0 80900 40350 13381 53731 27169 KS MO 1 0 1 0 0.99000 0.01000 KEVIN BOYER CFOCOOTREASURER 3039 TROOST AVE KANSAS CITY MO 64109 0 LEE DUCKETT DIRECTOR OF MARKETING AND EVENTS 0 THE GAMING MANAGER IS AN EMPLOYEE OF THE ORGANIZATION AND OVERSEES THE RAFFLES. ALLOCABLE COMPENSATION RELATED TO THE MANAGEMENT OF THE RAFFLES IS IMMATERIAL. X 0 1 OPERATION BREAKTHROUGH FOUNDATION INC 3039 TROOST AVE KANSAS CITY MO 64109 920835821 501(C)(3) 388485 0 N/A N/A ENDOWMENT 1 0 DIRECT ASSISTANCE - HOUSING & FOOD 250 0 511633 FMV HOUSING, FOOD, TRANSPORT, UTILITIES PART I, LINE 2: OPERATION BREAKTHROUGH, INC. ('OBI') HAS A STAFF OF SOCIAL WORKERS THAT WORK WITH OUR FAMILIES IN DETERMINING ANY NEEDS. OBI ALSO EMPLOYS AN ECONOMIC EMPOWERMENT COACH WHO DETERMINES THE FINANCIAL WHEREWITHAL OF OUR FAMILIES. THE SOCIAL DEPARTMENT IN CONJUNCTION WITH THE CEO AND CFO DETERMINES WHERE THE GREATEST NEEDS ARE AND DESERVING FAMILIES. THOROUGH DOCUMENTATION OF THIS PROCESS IS KEPT ALONG WITH APPROVALS FROM THE DIRECTOR OF SOCIAL SERVICES AND EITHER THE CEO, CFO, OR CONTROLLER. OPERATION BREAKTHROUGH FOUNDATION ('FOUNDATION') IS A RELATED ORGANIZATION TO OBI. OBI CONTRIBUTED $388,485 TO THE FOUNDATION'S ENDOWMENT IN FY25. ALTHOUGH OBI & THE FOUNDATION HAVE SEPARATE, INDEPENDENT BOARDS, THEY WORK CLOSELY TOGETHER AND SHARE THE SAME OFFICERS, WHO PROVIDE REGULAR OVERSIGHT OF THE ORGANIZATION'S ACTIVITIES AND FUNDS. X X 0 0 0 0 0 0 0 0 0 MARY ESSELMAN CEO 192904 0 0 0 0 0 0 0 14705 0 207609 0 0 0 X 10 480440 STOCK QUOTE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT ON LINE 9, COLUMN (B) REPRESENTS THE TOTAL NUMBER OF SHARES CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THE CHAIRPERSON, VICE CHAIRPERSON, CHAIRS OF THE STANDING COMMITTEES, AND CORPORATE SECRETARY, MAY EXERCISE ALL THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE AFFAIRS OF THE ORGANIZATION, EXCEPT FOR THE POWER TO FILL VACANCIES IN THE BOARD, DURING THE INTERVALS BETWEEN BOARD MEETINGS. THE COMMITTEE IS REQUIRED TO KEEP FULL RECORDS AND ACCOUNTS OF ITS PROCEEDINGS AND TRANSACTIONS. ALL ACTIONS MUST BE REPORTED TO THE BOARD AT ITS NEXT MEETING AND ARE SUBJECT TO CONTROL, REVISION, AND ALTERATION BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CFO COMPLETES A DETAIL REVIEW OF THE 990. THE FINANCE COMMITTEE COMPLETES A HIGH LEVEL REVIEW OF THE 990 AFTER THE CFO. A COPY OF THE 990 IS PROVIDED TO ALL DIRECTORS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY FORM TO CONFIRM THAT NO CONFLICTS EXIST. IF ANY CONFLICTS ARE IDENTIFIED, THE MATTER IS PRESENTED TO THE BOARD OF DIRECTORS IN ORDER TO DETERMINE THE APPROPRIATE COURSE OF ACTION WHICH MAY INCLUDE RECUSING THEMSELVES FROM MATTERS PERTAINING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE CFO PROVIDES THE BOARD OF DIRECTORS WITH THE ANNUAL FEDERAL MANDATED COMPENSATION MAXIMUM FOR PERSONS AT THE CEO LEVEL. THE BOARD OF DIRECTORS PERFORM AN ANNUAL EVALUATION OF THE CEO AND DETERMINE THE COMPENSATION, WHICH IS EXECUTED UPON BY THE CFO. CFO COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET PROCESS. THE CFO DOES NOT RECEIVE COMPENSATION ADJUSTMENTS. 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 FINANCE COMMITTEE IS MADE UP OF MEMBERS OF OUR BOARD OF DIRECTORS AND PROVIDES OVERSIGHT FOR THE AUDIT, REVIEW OF OUR FINANCIAL STATEMENTS, AND SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. OPERATION BRIGHTER FUTURE INC (DISSOLVED FY25) 3039 TROOST AVE KANSAS CITY MO 64109 823441918 HOLDING TITLE TO REAL & PERSONAL PROPERTY MO 501(C)(2) OPERATION BREAKTHROUGH INC 1 OPERATION BREAKTHROUGH FOUNDATION 3039 TROOST AVE KANSAS CITY MO 64109 920835821 ENDOWMENT ADMINISTRATION FBO OPERATION BREAKTHROUGH INC MO 501(C)(3) LINE 12C, III-FI N/A 0 MINDDRIVE INCORPORATED 3039 TROOST AVE KANSAS CITY MO 64109 273644498 EDUCATIONAL ORGANIZATION FOCUSED ON MENTORING AND PROJECT BASED LEARNING MO 501(C)(3) LINE 12A, I OPERATION BREAKTHROUGH INC 1 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 OPERATION BRIGHTER FUTURE INC B 2236490 CASH & PROPERTY MINDDRIVE INCORPORATED D 490223 ENDING LOAN BALANCE OPERATION BRIGHTER FUTURE INC K 196631 COST MINDDRIVE INCORPORATED O 499028 FMV