Nonprofit · EIN 94-3140620
THE BREAKTHROUGH COLLABORATIVE INC
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,356,807 | $7,308,676 | -$2,951,869 | $5,265,274 | $713,814 | $4,551,460 |
| June 30, 2024 | 990 | $6,344,565 | $5,882,298 | $462,267 | $8,081,507 | $583,852 | $7,497,655 |
| June 30, 2023 | 990 | $7,943,709 | $5,378,172 | $2,565,537 | $7,812,785 | $786,437 | $7,026,348 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,885,267
- of which government grants
- $673,144
- Program service revenue
- $306,971
- Investment income
- $159,451
- Net gain from sales of assets
- -$1,027
- Other revenue
- $5,118
Expenses
- Grants and similar amounts paid
- $425,000
- Compensation of officers, directors and key employees
- $295,806
- Other salaries and wages
- $2,953,262
- Salaries, compensation and benefits (total)
- $3,978,391
- Professional fundraising fees
- $24,104
- Legal fees
- $42,361
- Accounting fees
- $203,124
- Occupancy
- $11,096
- Travel
- $210,251
- Depreciation
- $5,377
- Program services (functional)
- $3,990,938
- Management and general (functional)
- $2,014,008
- Fundraising (functional)
- $1,303,730
Balance sheet and other
- Total assets, start of year
- $8,081,507
- Total assets, end of year
- $5,265,274
- Total liabilities, end of year
- $713,814
- Net assets, end of year
- $4,551,460
- Land, buildings and equipment
- $382
- Publicly traded securities
- $2,139,959
- Net assets without donor restrictions
- $2,368,882
- Net assets with donor restrictions
- $2,182,578
- Gross receipts
- $6,695,812
- Employees
- 33
- Volunteers
- 28
- Year formed
- 2001
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VINCENT MARIGNA | CEO Trustee or director, Officer | 40 | $263,264 | $30,794 |
| LERECA MONIK COXEFF | CHIEF EXTERNAL AFFAIRS OFFICER Highest-paid employee | 40 | $201,919 | $18,694 |
| ALEX SERNA | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $153,170 | $26,379 |
| RACHEL MARTINEZ | CHIEF CULTURE & OPERATING OFFICER Highest-paid employee | 40 | $171,749 | $4,285 |
| ANDREA GILES | MANAGING DIR. OF MARKETING & COMM. Highest-paid employee | 40 | $143,840 | $14,696 |
| AMBLER OCHSTEIN | DIR. OF INSTITUTIONAL PARTNERSHIPS Highest-paid employee | 40 | $140,402 | $13,701 |
| PATRICK TALAMANTES | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTIAN HENDRICKS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ADITYA KADDU | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KERIN MCCARTHY FREDMAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| PINNEY ALLEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK CONTRERAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TED COX | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOSE DAVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHY DEAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE DESSNER | TRUSTEE Trustee or director | 2 | $0 |
| ALLAN DOWIAK | TRUSTEE Trustee or director | 2 | $0 |
| PAM HAERING | TRUSTEE (AS OF 07/2024) Trustee or director | 2 | $0 |
| JOHN HIESTER | TRUSTEE Trustee or director | 2 | $0 |
| MELINDA KARP | TRUSTEE Trustee or director | 2 | $0 |
| MIHO KUBAGAWA | TRUSTEE Trustee or director | 2 | $0 |
| CAROLYN LONG | TRUSTEE (AS OF 07/2024) Trustee or director | 2 | $0 |
| ROB MACRAE | TRUSTEE (AS OF 07/2024) Trustee or director | 2 | $0 |
| JULIANNE MCDOWELL | TRUSTEE Trustee or director | 2 | $0 |
| DEBRA MCLOUD | TRUSTEE Trustee or director | 2 | $0 |
| KENO SADLER | TRUSTEE Trustee or director | 2 | $0 |
| ANDY SHIN | TRUSTEE (AS OF 07/2024) Trustee or director | 2 | $0 |
| ELAINE WENG | TRUSTEE Trustee or director | 2 | $0 |
| ABBY ZANARINI | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VINCENT MARIGNA | CEO Officer | 40 | $245,925 | $5,608 |
| RACHEL MARTINEZ | CHIEF CULTURE AND OPERATING Highest-paid employee | 40 | $167,600 | $8,320 |
| ALEX SERNA | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $130,591 | $28,142 |
| KATHARINE MCDOWELL | NATIONAL DIRECTOR OF PHILANTHROPY Highest-paid employee | 40 | $136,140 | $21,115 |
| JEE DEOGRACIAS | DIR OF RESEARCH & TECHNOLOGY Highest-paid employee | 40 | $114,673 | $29,901 |
| TIELER GILES | MANAGING DIR. OF MARKETING Highest-paid employee | 40 | $126,943 | $15,114 |
| PATRICK TALAMANTES | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTIAN HENDRICKS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ADITYA KADDU | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ELAINE WENG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LUCY JOHNS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KENO SADLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABBY ZANARINI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PINNEY ALLEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MONIQUE SHIELDS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TED COX | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIANNE MCDOWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOSE DAVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MIHO KUBAGAWA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEVE DESSNER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN HIESTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KERIN MCCARTHY FREDMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALLAN DOWIAK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK CONTRERAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBRA MCLOUD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHY DEAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MELINDA KARP | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEREMY GOUGH | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $211,344 | $19,748 |
| RACHEL MARTINEZ | CHIEF CULTURE AND OPERATING Highest-paid employee | 40 | $166,333 | $8,498 |
| ALEX SERNA | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $133,250 | $12,025 |
| JEE DEOGRACIAS | DIR OF RESEARCH & EVALUATION Highest-paid employee | 40 | $128,708 | $15,616 |
| ELISSA VANAVER | CEO (THROUGH 06/23) Officer | 40 | $123,983 | $6,944 |
| AMBLER OCHSTEIN | NATIONAL DIR. OF INSTUTIONAL PARTNERSHIPS Highest-paid employee | 40 | $123,000 | $3,256 |
| VINCENT MARIGNA | CEO (BEGINNING 07/22) Officer | 40 | $125,774 | $15 |
| ANDREA GILES | DIR. OF MARKETING & COMMUNICATIONS Trustee or director | 40 | $115,500 | $10,010 |
| LUCY JOHNS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ELAINE WENG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTIAN HENDRICKS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PATRICK TALAMANTES | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ABBY ZANARINI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PINNEY ALLEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MONIQUE SHIELDS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JABALI SAWICKI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIANNE MCDOWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOSE DAVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MIHO KUBAGAWA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ADITYA KADDU | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN HIESTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KERIN MCCARTHY FREDMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALLAN DOWIAK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK CONTRERAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBRA MCLOUD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHY DEAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 71420, OAKLAND, CA 94612-7520
- In care of
- % ALEX SERNA
- Principal officer (990 for 2024)
- VINCENT MARIGNA, 455 MARKET ST 1940 PMB 933078, SAN FRANCISCO, CA 94105
- Signed the 990
- ALEX SERNA, COO
- Phone
- (415) 442-0600
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3140620 or by the name THE BREAKTHROUGH COLLABORATIVE INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3140620
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $5,265,274
- Income (IRS master file)
- $6,695,812
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,356,807 | $7,308,676 | $5,265,274 | IRS |
| 990 | June 2024 | $6,344,565 | $5,882,298 | $8,081,507 | IRS |
| 990 | June 2023 | $7,943,709 | $5,378,172 | $7,812,785 | XML |
| 990 | June 2022 | $3,032,661 | $3,879,582 | $4,778,545 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3140620).
Questions about THE BREAKTHROUGH COLLABORATIVE INC
- What is the EIN of THE BREAKTHROUGH COLLABORATIVE INC?
- The employer identification number (EIN) of THE BREAKTHROUGH COLLABORATIVE INC is 94-3140620.
- Is THE BREAKTHROUGH COLLABORATIVE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to THE BREAKTHROUGH COLLABORATIVE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BREAKTHROUGH COLLABORATIVE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE BREAKTHROUGH COLLABORATIVE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BREAKTHROUGH COLLABORATIVE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE BREAKTHROUGH COLLABORATIVE INC?
- The 990 for the year ended June 30, 2025 names VINCENT MARIGNA.
- Who are the officers and directors of THE BREAKTHROUGH COLLABORATIVE INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 6 received compensation from the organization, the highest $263,264 (VINCENT MARIGNA, CEO).
- How much revenue does THE BREAKTHROUGH COLLABORATIVE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,356,807, expenses of $7,308,676 and total assets of $5,265,274 at year end.
Other nonprofits in OAKLAND
- ASPIRE PUBLIC SCHOOLS EIN 94-3311088 · last filed 990 for 2025
- KIPP BAY AREA SCHOOLS EIN 20-5010766 · last filed 990 for 2025
- SAMUEL MERRITT UNIVERSITY EIN 94-2992642 · last filed 990 for 2024
- KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC EIN 81-4053028 · last filed 990 for 2024
- UNIVERSITY OF CALIFORNIA HOME LOAN PROGRAM CORPORATION EIN 46-5081042 · last filed 990 for 2025
- EDUCATION FOR CHANGE EIN 20-2204424 · last filed 990 for 2025
- SEIU UNITED HEALTHCARE WORKERS WEST AND JOINT EMPLOYER EDUCATION FUND EIN 65-1239046 · last filed 990 for 2024
- COLLEGE TRACK EIN 94-3279613 · last filed 990 for 2025