Share |

Breakthrough San Juan Capistrano

 31641 La Novia Ave
 San Juan Capistrano, CA 92675
[P] (949) 6610108 x 1322
[F] --
http://www.breakthroughsjc.org/
www.smes.org
[email protected]
Alex Serna
FOUNDED: 2006
INCORPORATED: 1992
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3408913 --

Summary


--

Mission StatementMORE »

Breakthrough San Juan Capistrano supports local motivated students whose backgrounds are underrepresented in higher education by providing tuition-free academic programming and guidance from middle school through college graduation.


Mission Statement

Breakthrough San Juan Capistrano supports local motivated students whose backgrounds are underrepresented in higher education by providing tuition-free academic programming and guidance from middle school through college graduation.



FinancialsMORE »

Fiscal Year 2018
Projected Expenses $400,000.00
Projected Revenue $375,000.00

ProgramsMORE »

  • Breakthrough San Juan Capistrano

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Breakthrough San Juan Capistrano supports local motivated students whose backgrounds are underrepresented in higher education by providing tuition-free academic programming and guidance from middle school through college graduation.



Background Statement

Breakthrough San Juan Capistrano was founded in 2006 by St. Margaret’s Episcopal School under the leadership of its third headmaster, Marcus D. Hurlbut, who recognized the need for academic enrichment for low-income, at-risk students in San Juan Capistrano and saw an opportunity for the St. Margaret’s community to help.


Breakthrough SJC was launched with 22 rising seventh grade students from San Juan Capistrano’s Marco Forster Middle School and six intern teachers in the summer of 2006 on the campus of St. Margaret’s Episcopal School. The program grew rapidly from then. Since its inception Breakthrough, SJC has served 330 students in the San Juan Capistrano community.


Impact Statement

Recent Accomplishments:

  • 100% of the class of 2018 is now in college
  • 99% of all students persisted through the program
  • 90% of middle school students earned a 3.5 GPA or higher

Goals:

  • Increase the number of Breakthrough SJC students enrolled in four year colleges.
  • Recruit even more rising seventh graders to join Breakthrough SJC.
  • Increase the number of donors from the local community by continuously improving community outreach and awareness.  
  • Support students through college graduation

Needs Statement

Breakthrough SJC's most pressing needs are: 

  • Funding- Approximately 50 percent of Breakthrough SJC’s budget is supported by gifts and grants from individuals, businesses and foundations, while the remainder of the program’s operating expenses and salaries are supported by St. Margaret’s Episcopal School.
  • Local college students to volunteer as tutors for Breakthrough SJC high school students.
  • Local community members to mentor Breakthrough SJC juniors through the college application process.

CEO Statement

--

Board Chair Statement

--

Other Ways to Donate/Volunteer

For more specifics on ways to get involved please visit our Take Action page on our website www.breakthroughsjc.org.Breakthrough SJC is always looking for in kind donations, volunteers to mentoror present to students, and families to host our teaching fellows over thesummer. To donate online visit http://www.breakthroughsjc.org/get-involved/donate/.

Geographic Area Served

South Orange County

San Juan Capistrano

Dana Point
Mission Viejo 

Organization Categories

  1. Education - Educational Services
  2. Education - Secondary & High Schools
  3. Human Services - Children's and Youth Services

--

Programs


Breakthrough San Juan Capistrano

Breakthrough San Juan Capistrano provides tuition-free, year-round support for six years. Our program provides students with:

  • Summer Session: Three consecutive, intensive six-week summer sessions in core and academic courses.
  • In-Session!: After-school classes twice a week throughout the school year to ensure success in current and future middle school classes.
  • College Bound: Weekly tutoring sessions for high school students that receive below 3.0 GPA.
  • College Mentor Program:  students are paired with community members who guide them through standardized tests, applications, school selection, and financial aid.
Budget  400,000
Category  Education, General/Other Elementary & Secondary Education
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 
  • During the summer program students will increase their reading and math levels as demonstrated by pre and post assessments .
  • During the school year 80% of students will receive above a 3.0 GPA on semester grades. 
Program Long-Term Success  As one of just a handful of organizations that works with the population of San Juan Capistrano, we are passionately working to end inter-generational poverty in our community. Investing in education not only reduces dependence on the social safety net; a college degree can end poverty in a family line forever (Bureau of Labor Statistics). Breakthrough SJC wants all students that are recruited in seventh grade to enroll in college by their senior year of high school. 
Program Success Monitored By  Breakthrough SJC staff will monitor student grades on a monthly basis and collect student transcripts every semester. 
Examples of Program Success 

 

  • 330 students and 206 teaching fellows served since 2006
  • 100% of students have graduated from high school
  • 62% of graduates are attending college
  • 3.6 average GPA of middle school students
  • Highest math growth among Breakthrough Collaborative in 2017
  • Highest reading growth in among Breakthrough Collaborative in 2017
  • 100% of Teaching Fellows were satisfied with Breakthrough SJC’s program leadership in 2018

 


Management


CEO/Executive Director Alex Serna
CEO Term Start Aug 2018
CEO Email [email protected]
CEO Experience

M.Ed, University of California, Los Angeles

B.A., University of California, Berkeley  

Former CEOs and Terms

Name Start End
Diosa Adams Jan 2006 Aug 2011
Victor Cota -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 4
Number of Part Time Staff 0
Number of Volunteers 40
Number of Contract Staff 2
Staff Retention Rate % 25%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 1
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 3
Male: 1
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy No
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Victor Cota
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Claire Frahm -- --
Amy Fulford -- --
Gila Jones -- --
Enrique Loya -- --
Will Moseley -- --
Jim and Karen Murphy -- --
Stacey Nicholas -- --
Orlantha Nin -- --
Jim Reardon -- --
Gretchen Scott -- --
Gregory Silver GMU Geotechnical --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 0
Male: 0
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation --

CEO Comments

--

Foundation Comments

--

Standing Committees

    --

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $375,000.00
Projected Expenses $400,000.00
Form 990s

2017 St. Margaret's Episcopal School 990

2016 St. Margaret's Episcopal School 990

2015 St. Margaret's Episcopal School 990

2013 St. Margaret's Episcopal School 990

Audit Documents

Financial Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $604,425 $362,646 $389,035
Total Expenses $336,976 $349,364 $348,030

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$105,524 $160,314 $227,737
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $413,553 $124,970 $89,547
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind $85,348 $77,361 $71,751
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $328,249 $337,384 $326,778
Administration Expense $8,727 $11,980 $21,252
Fundraising Expense -- -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.79 1.04 1.12
Program Expense/Total Expenses 97% 97% 94%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $751,303 $364,941 $251,353
Current Assets $401,303 $364,941 $251,353
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets $751,303 $364,941 $251,353

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities inf inf inf

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $550,000.00
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? --
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

--

Foundation Comments

Breakthrough San Juan Capistrano is a program of St. Margaret of Scotland Episcopal School. 990s on profile belong to St. Margaret of Scotland Episcopal School.  Financials are specific for Breakthrough San Juan Capistrano. Summary financial data is per the financials and consultation with the organization.

Documents