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← BE A LEADER FOUNDATION

Form 990 for tax year 2022

Filed by BE A LEADER FOUNDATION.

Totals

Total revenue
$2,172,543
Total expenses
$1,500,307
Contributions and grants received
$2,129,489
Grants paid
$37,800
Program service revenue
$0
Investment income
$43,054
Other revenue
$0
Total assets, end of year
$4,955,810
Total liabilities, end of year
$150,440
Net assets or fund balances, end of year
$4,805,370
Program services expenses (Part IX)
$1,211,090
Management and general expenses
$160,607
Fundraising expenses
$128,610
Program service expenses (Part III)
$1,211,090

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $90,000

  • 1e · Government grants (contributions)

    $1,412,587

  • 1f · All other contributions, gifts and grants

    $626,902

  • 3 · Investment income

    total $61,678 · excluded $61,678

  • 7b · Less cost or other basis and sales expenses

    securities $18,624

  • 7c · Gain or loss

    securities -$18,624

  • 7d · Net gain or loss

    total -$18,624 · excluded -$18,624

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $37,800 · program services $37,800

  • 5 · Compensation of officers, directors and key employees

    total $227,193 · program services $83,897 · management and general $68,322 · fundraising $74,974

  • 6 · Compensation of disqualified persons

    total $684,857 · program services $656,981 · fundraising $27,876

  • 9 · Other employee benefits

    total $31,188 · program services $30,521 · fundraising $667

  • 10 · Payroll taxes

    total $66,686 · program services $54,193 · management and general $4,961 · fundraising $7,532

  • 11b · Fees: legal

    total $1,998 · management and general $1,998

  • 11c · Fees: accounting

    total $35,028 · management and general $35,028

  • 11f · Fees: investment management

    total $17,032 · management and general $17,032

  • 11g · Fees: other

    total $152,053 · program services $142,811 · management and general $7,000 · fundraising $2,242

  • 13 · Office expenses

    total $1,633 · program services $164 · management and general $1,469

  • 14 · Information technology

    total $27,338 · program services $27,109 · management and general $229

  • 16 · Occupancy

    total $73,765 · program services $56,680 · management and general $9,009 · fundraising $8,076

  • 17 · Travel

    total $10,384 · program services $10,384

  • 19 · Conferences, conventions and meetings

    total $47,737 · program services $47,737

  • 23 · Insurance

    total $12,767 · program services $9,718 · management and general $1,029 · fundraising $2,020

  • 24a · Other expenses: WORKSHOP COSTS

    total $44,963 · program services $43,988 · management and general $300 · fundraising $675

  • 24b · Other expenses: LEADERSHIP TRAINING

    total $5,879 · program services $5,879

  • 24c · Other expenses: DONOR ENGAGEMENT

    total $4,548 · fundraising $4,548

  • 24e · All other expenses

    total $17,458 · program services $3,228 · management and general $14,230

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,787,350 · end of year $2,023,867

  • 3 · Pledges and grants receivable

    beginning of year $18,815 · end of year $717,229

  • 10a · Land, buildings and equipment: cost or other basis

    $20,050

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,050

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $1,929,124 · end of year $2,052,392

  • 15 · Other assets

    beginning of year $13,385 · end of year $162,322

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,098 · end of year $3,960

  • 25 · Other liabilities

    beginning of year $0 · end of year $146,480

  • 27 · Net assets without donor restrictions

    beginning of year $2,667,900 · end of year $3,892,874

  • 28 · Net assets with donor restrictions

    beginning of year $1,055,676 · end of year $912,496

Mission and programs · 2022

Mission

BE A LEADER'S MISSION IS TO INCREASE THE NUMBER OF STUDENTS WHO ARE PREPARED FOR AND SUCCEED IN HIGHER EDUCATION BY EMPOWERING THEM WITH TOOLS, LEADERSHIP SKILLS AND CONSISTENT SUPPORT, TRANSFORMING LIVES AND CREATING LIFE-LONG OPPORTUNITIES FOR SUCCESS.

  • OUR VISION IS WHERE ALL STUDENTS HAVE THE OPPORTUNITY TO SUCCEED IN HIGHER EDUCATION AND HAVE THE SKILLS AND RESOURCES TO ENSURE PERSONAL SUCCESS.WE HAVE CREATED A SUCCESSFUL TEMPLATE OF COLLEGE-GOING PROGRAMS AND NOW SERVE WELL OVER 14,000 A YEAR.

    Expenses $1,167,102 · Grants $37,800

  • WORKSHOPS - BALF'S THEORY OF CHANGE RESTS ON THE BELIEF THAT PROVIDING STUDENTS WITH GUIDANCE, MENTORSHIP, ACCESS TO RESOURCES, AND EMPOWERMENT ENHANCES THEIR CHANCES OF PURSUING A HIGHER EDUCATION. OUR STUDENTS HAVE ALL THE POTENTIAL TO SUCCEED ACADEMICALLY AND PURSUE A POSTSECONDARY EDUCATION BUT ARE MANY TIMES LACKING THE EXTERNAL SUPPORT AND RESOURCES NEEDED TO FINISH THE COLLEGE-GOING EQUATION. SUPPORT FROM CARING ADULTS IS A SIGNIFICANT COMPONENT TO OUR SERVICES AND HELPING OUR STUDENTS SUCCEED. OUR VOLUNTEERS SERVE AS MENTORS AT EACH WORKSHOP TO HELP GUIDE THE COLLEGE-GOING CONVERSATION WITH STUDENTS. FOR OUR SENIORS, SENIOR BOOT CAMP COACHES PLAY A CRUCIAL ROLE IN HELPING OUR STUDENTS MEET CRITICAL SENIOR YEAR DEADLINES.

    Expenses $43,988

As filed on the 2022 return.

Listed in Part VII

  • Solio Felix

    PRESIDENT & CEO

    Total calculated
    $141,250
    From this org
    $141,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Melissa B Trujillo

    PRESIDENT & CEO/CHAIR (THRU 6/2022)

    Total calculated
    $85,942
    From this org
    $75,000
    From related orgs
    $0
    Other
    $10,942
    Hours/week
    40

  • Michael Trejo

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1

  • Kathryn Baker

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1

  • Tim Desoto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Lorianne Taitano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Christine Burton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Lon Babby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Chris Bustamante EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Gary L Trujillo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Steve Ortega

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202322969349301812

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