2024-05-13T11:30:47-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1075 PEACHTREE STREET NE SUITE 1600 ATLANTA GA 30309 990 2022-07-01 844725498 BREAKTHROUGH ATLANTA BREA 4042623032 4075 PACES FERRY ROAD NW ATLANTA GA 303273099 MONIQUE SHIELDS CEO 4042623032 2024-05-08 1 MONIQUE SHIELDS 999009999 0 AMY DOSIK P00890743 4042090954 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONIQUE SHIELDS 4075 PACES FERRY ROAD NW ATLANTA GA 303273099 2331996 0 X BREAKTHROUGHATLANTA.ORG X 2020 GA OFFERING A SIX-YEAR COLLEGE PREPARATORY PROGRAM FOR UNDERSERVED STUDENTS, AND A TEACHING FELLOWSHIP FOR UNDERGRADUATE STUDENTS. 18 17 0 40 0 0 1019012 1439440 0 0 162770 793484 -31999 -45973 1149783 2186951 10000 17500 0 0 115025 1061587 9600 0 303343 1037574 347910 1172199 1426997 -22416 759954 4949268 6290551 650928 1664426 4298340 4626125 BREAKTHROUGH ATLANTA PURSUES A DUAL MISSION TO: INCREASE ACADEMIC OPPORTUNITY FOR HIGHLY MOTIVATED, UNDERSERVED STUDENTS AND GET THEM INTO COLLEGE READY TO SUCCEED; AND INSPIRE AND DEVELOP THE NEXT GENERATION OF TEACHERS AND EDUCATIONAL LEADERS. 0 0 720265 17500 HIGH SCHOOL READINESS PREPARES MIDDLE SCHOOL STUDENTS FOR THE ACADEMIC RIGOR OF HIGH SCHOOL THROUGH A SIX-WEEK SUMMER LEARNING PROGRAM AND SATURDAY ENRICHMENT PROGRAMMING THROUGHOUT THE SCHOOL YEAR. THIS PROGRAMMING IS IMPLEMENTED BY A PROGRAM DIRECTOR, ASSISTED BY TWO PROGRAM MANAGERS, APPROXIMATELY 70 SEASONAL STAFF AND VOLUNTEERS, AND BUS DRIVERS. 142372 COLLEGE PREP PROGRAMMING HELPS HIGH SCHOOL STUDENTS AND THEIR PARENTS PREPARE FOR COLLEGE ADMISSIONS THROUGH EDUCATIONAL WORKSHOPS, COLLEGE TOURS AND FAIRS, COLLEGE ENTRANCE EXAM PREPARATION, PERSONALIZED COLLEGE COUNSELING, APPLICATION ASSISTANCE AND SCHOLARSHIP OPPORTUNITIES. THESE ACTIVITIES ARE IMPLEMENTED BY A PROGRAM DIRECTOR AND MANAGER, ASSISTED BY VENDORS. ACTIVITIES CAN OCCUR VIRTUALLY (E.G. A COUNSELING SESSION) OR IN PERSON (E.G. A COLLEGE TOUR OR FINANCIAL AID WORKSHOP). 124492 THE TEACHING FELLOWSHIP PROGRAM PROVIDES A PAID SUMMER INTERNSHIP FOR UNDERGRADUATE STUDENTS INTERESTED IN EXPLORING A CAREER IN TEACHING. TEACHING FELLOWS SERVE AS THE INSTRUCTORS FOR MIDDLE SCHOOL STUDENTS DURING BREAKTHROUGH'S SIX-WEEK SUMMER LEARNING PROGRAM. THEY RECEIVE INTENSIVE, ONGOING TRAINING AND MENTORING FROM PROFESSIONAL EDUCATORS THROUGH THEIR FELLOWSHIPS. THIS PROGRAM IS LED BY A PROGRAM DIRECTOR, ASSISTED BY A PROGRAM MANAGER, AND 10 SEASONAL INSTRUCTIONAL COACHES. 987129 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X MONIQUE SHIELDS 4042623032 4075 PACES FERRY ROAD NW ATLANTA GA 303273099 NEYSA DILLON BROWN BOARD CHAIR 1.00 0.00 X X 0 0 0 CRYSTAL STEPHENS DIRECTOR 1.00 0.00 X 0 0 0 SIMONE WALSH TREASURER 1.00 0.00 X X 0 0 0 DAVID W GHEGAN PAST CHAIR 0.50 0.00 X X 0 0 0 MEREDYTH COLE DIRECTOR 0.50 40.00 X 0 636909 153812 REED DEUPREE DIRECTOR 0.50 0.00 X 0 0 0 KERRY HEYWARD SECRETARY 0.50 0.00 X 0 0 0 WILLIAM BILL HOLDEN VICE CHAIR 0.50 0.00 X 0 0 0 RUSSELL JOLIVET DIRECTOR 0.50 0.00 X 0 0 0 JANIS MIDDLETON DIRECTOR 0.50 0.00 X 0 0 0 SARAH O'BRIEN DIRECTOR 0.50 0.00 X 0 0 0 BRITTAIN PRIGGE DIRECTOR 0.50 0.00 X 0 0 0 STELLA RINGER DIRECTOR 0.50 0.00 X 0 0 0 GRANT RIVERA DIRECTOR 0.50 0.00 X 0 0 0 NANCY BRUMLEY ROBITAILLE DIRECTOR 0.50 0.50 X 0 0 0 BRIAN BOUTTE DIRECTOR 0.50 0.00 X 0 0 0 AIMEE CONNOLLY DIRECTOR 0.50 0.00 X 0 0 0 KATIKA LOVETT EDD DIRECTOR 0.50 0.00 X 0 0 0 TIFFANY MITSUI DIRECTOR 0.50 0.00 X 0 0 0 KEVIN O'KEEFE DIRECTOR 0.50 0.00 X 0 0 0 TAMARA PEARSON DIRECTOR 0.50 0.00 X 0 0 0 MONIQUE SHIELDS CEO 40.00 0.00 X 0 112959 25738 0 749868 179550 0 0 1 0 0 341577 81150 1016713 7832 1439440 85190 85190 708294 0 708294 708294 708294 89472 341577 145045 -55573 -55573 9600 0 9600 9600 2186951 0 0 747511 17500 17500 131046 19657 91732 19657 761054 611904 149150 29845 18400 11445 71417 50806 856 19755 68225 44794 9675 13756 3305 3305 8374 8374 86751 51642 5393 29716 30797 1649 29148 41593 18081 4923 18589 7500 7500 11874 5255 6587 32 3963 3925 38 23594 23594 11266 7699 876 2691 SUPPLIES - FOOD & INSTR 83749 77548 4335 1866 EQUIPMENT 24057 23588 469 STUDENT AFFAIRS 11087 11087 1426997 987129 136525 303343 1569838 2654335 9500 341856 138005 527421 8315 7466 673894 614408 83080 59486 3140530 2699987 4949268 6290551 151420 78371 21400 499508 1564655 650928 1664426 X 1112868 1406067 3185472 3220058 4298340 4626125 4949268 6290551 759954 -432169 0 X 0 1 X 1 0 X X X 1 THE LOVETT SCHOOL 580619038 2 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 3140530 320861 761404 2699987 3676194 10550 -428712 117502 3140530 2809147 99479 873010 105442 3676194 2882504 12603 85960 2809147 0.00000 1.00000 0.00000 0 1 0 673894 614408 59486 59486 INVESTMENTS HELD BY LOVETT SCHOOL 2699987 F 2699987 DUE TO THE LOVETT SCHOOL 1564655 1564655 2337661 -432169 446208 14039 2323622 8374 -145045 -136671 2186951 2009876 446208 145045 591253 1418623 8374 8374 1426997 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT ASSETS CONSIST OF APPROXIMATELY SEVEN INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED FOR EDUCATIONAL PURPOSES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -145,045. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 145,045. FUND-A-SCHOLAR 431049 341577 89472 7500 68214 23028 46303 431049 341577 89472 7500 68214 23028 46303 145045 -55573 9600 1 9600 9600 GA 1 0 0 0 1.00000 MONIQUE SHIELDS 4075 PACES FERRY RD NW ATLANTA GA 30327 0 0 1 FINANCIAL AID 8 17500 SCHEDULE I, PART III - FINANCIAL AID FINANCIAL AID IS AWARDED TO INDIVIDUALS AND PAID DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. NO FURTHER MONITORING IS DEEMED NECESSARY. X X 0 1 0 0 0 0 0 0 0 MEREDYTH COLE DIRECTOR 0 458363 0 100000 0 78546 0 102450 0 51362 0 790721 0 0 PART I, LINE 4B AS OF JULY 1, 2018, THE SCHOOL ESTABLISHED A NONQUALIFIED 457(F) DEFERRED COMPENSATION PLAN FOR MEREDYTH M. COLE. THE TERMS OF THE PLAN PROVIDE THAT THE SCHOOL MAY MAKE A DISCRETIONARY CONTRIBUTION TO THE PLAN EACH YEAR. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE SCHOOL MADE A CONTRIBUTION OF $75,000 TO THE PLAN. ADDITIONAL CONTRIBUTIONS CAN BE MADE TO THE PLAN IN FUTURE YEARS, WITH VESTING OF THOSE AMOUNTS CONTINGENT UPON HER CONTINUED EMPLOYMENT FOR THE REMAINDER OF HER EMPLOYMENT AGREEMENT WHICH RUNS THROUGH JUNE 30, 2024. CASH DISTRIBUTIONS TO MS. COLE FROM THE PLAN ARE TO BE PAID 60 DAYS AFTER THE EARLIEST OF THE FOLLOWING EVENTS: VESTING, DEATH, DISABILITY, OR CERTAIN SEPARATIONS FROM SERVICE. FORM 990, PART VI, SECTION A, LINE 7A A MAJORITY OF THE DIRECTORS OF THE ORGANIZATION ARE APPOINTED BY THE LOVETT SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THEN BY THE ENTIRE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL (I) MEMBERS OF THE BOARD OF TRUSTEES, (II) ITS OFFICERS, (III) ITS KEY EMPLOYEES (AS DEFINED IN THE IRS GUIDELINES) AND (IV) ITS FIVE CURRENT HIGHEST COMPENSATED EMPLOYEES WHO RECEIVED REPORTABLE COMPENSATION OF MORE THAN $100,000 ARE REQUIRED TO, AND DO, COMPLETE AND EXECUTE WRITTEN CONFLICT OF INTEREST AND FAMILY AND BUSINESS RELATIONSHIP DISCLOSURES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE LOVETT SCHOOL 4075 PACES FERRY ROAD NW ATLANTA GA 30327 580619038 EDUCATION INSTITUTION GA 501(C)(3) LINE 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0