2026-09-13T13:50:45-05:00 2025-10-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-11-01 920835821 OPERATION BREAKTHROUGH FOUNDATION OPER 8167563511 3039 TROOST AVE KANSAS CITY MO 64109 KEVIN BOYER TREASURER 8167563511 2026-09-08 1 1 LISA BURKE P00220718 8169455500 2026-09-08 2024 KEVIN BOYER 3039 TROOST AVE KANSAS CITY MO 64109 1147875 0 X WWW.OPERATIONBREAKTHROUGH.ORG X 2022 MO SUPPORT OPERATION BREAKTHROUGH INC THROUGH MANAGEMENT OF THE ENDOWMENT & SCHOLARSHIP ASSETS 5 5 0 5 0 0 2741430 829476 0 0 162450 318399 0 0 2903880 1147875 0 0 0 0 0 0 0 0 0 20722 10283 20722 10283 2883158 1137592 5323649 7106045 0 15038 5323649 7091007 OPERATION BREAKTHROUGH FOUNDATION SUPPORTS OPERATION BREAKTHROUGH, INC. BY PROVIDING LONG-TERM FINANCIAL STABILITY THROUGH MANAGEMENT OF THE ORGANIZATION'S ENDOWMENT AND SCHOLARSHIP ASSETS. 0 0 OPERATION BREAKTHROUGH FOUNDATION SUPPORTS OPERATION BREAKTHROUGH, INC. BY PROVIDING LONG-TERM FINANCIAL STABILITY THROUGH MANAGEMENT OF THE ORGANIZATION'S ENDOWMENT AND SCHOLARSHIP ASSETS.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 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MO X KEVIN BOYER TREASURER 8163295260 3039 TROOST AVE KANSAS CITY MO 64109 BETH SOUKUP CHAIR 0.10 0.00 X X 0 0 0 DAVID AYRES SECRETARY 0.10 0.00 X X 0 0 0 RANDY HICKMAN DIRECTOR 0.10 0.00 X 0 0 0 KC MATTHEWS DIRECTOR 0.10 0.00 X 0 0 0 LATASHA WILSON DIRECTOR 0.10 0.00 X 0 0 0 MARY ESSELMAN PRESIDENT 1.00 60.00 X 0 192904 14705 KEVIN BOYER TREASURER 2.00 12.00 X 0 42194 19087 0 235098 33792 0 0 1 0 0 388485 440991 10177 829476 168220 168220 150179 0 150179 150179 150179 1147875 0 0 318399 10283 10283 10283 0 10283 0 10630 10629 200000 1650 5113019 7093766 5323649 7106045 0 15038 0 15038 X 5323649 7091007 5323649 7091007 5323649 7106045 1137592 629766 0 X 0 0 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 1 1 X 1 1 PART IV, SECTION D, LINE 3 THE FOUNDATION AND OPERATION BREAKTHROUGH, INC. ('OBI'), THE FOUNDATION'S SUPPORTED ORGANIZATION, SHARE THE SAME CEO AND CFO/COO. THE CEO & CFO/COO SIT ON THE INVESTMENT COMMITTEE OF THE FOUNDATION, WHERE THE INVESTMENT POLICIES ARE DEVELOPED. ADDITIONALLY, OBI'S FINANCE COMMITTEE RECEIVES CONTINUOUS UPDATES ON THE INVESTMENT PERFORMANCE OF THE FOUNDATION AND THE FOUNDATION RECEIVES INPUT FROM THE CFO/COO ABOUT THE FOUNDATION'S INVESTMENT DECISIONS. PART IV, SECTION E, LINE 2A THE FOUNDATION'S INVESTMENT RETURNS DIRECTLY SUPPORT THE FURTHERANCE OF OBI'S MISSION AS AN EXEMPT ORGANIZATION. THIS IS THE FULL EXTENT OF THE FOUNDATION'S ACTIVITIES. PART IV, SECTION E, LINE 2B IF IT WERE NOT FOR THE FOUNDATION'S ORGANIZATION AND INVESTMENT ACTIVITIES, OBI WOULD HAVE TO CONDUCT THE INVESTMENT ACTIVITIES ITSELF. THERE IS NO OTHER ORGANIZATION THAT SUPPORTS OR IS RELATED TO OBI THAT COULD HAVE ACCOMPLISHED THESE ACTIVITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4446190 1204514 1625624 175038 10283 7091007 1895412 2090619 468793 8634 4446190 1516367 316746 67475 5176 1895412 1518461 2094 1516367 1.00000 0.00000 0.00000 0 0 0 DUE TO OPERATION BREAKTHROUGH, INC. 15038 15038 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.'S ('OBI') MISSION (SEE SCHEDULE R, PART II). THE FOUNDATION WAS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF HOLDING THE ENDOWMENT AND SCHOLARSHIP ASSETS 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. 0 0 0 0 0 0 0 0 0 MARY ESSELMAN PRESIDENT 0 192904 0 0 0 0 0 0 0 14705 0 207609 0 0 PART I, LINE 3 FOUNDATION ACTIVITIES ARE CONDUCTED BY EMPLOYEES OF OPERATION BREAKTHROUGH, INC. ('OBI') A RELATED TAX-EXEMPT ENTITY (SEE SCH R, PART II). OBI USES A COMPENSATION STUDY OR SURVEY TO DETERMINE THE COMPENSATION OF ITS OFFICERS. COMPENSATION IS APPROVED BY THE OBI BOARD. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, OBI APPOINTS ONE DIRECTOR OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & TREASURER COMPLETE A DETAIL REVIEW OF THE 990. A COPY OF THE 990 IS PROVIDED TO ALL DIRECTORS OF THE FOUNDATION'S BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SUPPORTED ORGANIZATION, OBI. ALL OFFICERS AND DIRECTORS OF THE CORPORATION 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. 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 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0