2023-10-23T16:56:38-05:00 2022-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2022-01-01 550850279 BE A LEADER FOUNDATION BEAL 6027588000 1717 W NORTHERN AVE 116 PHOENIX AZ 85021 SOILO J FELIX PRESIDENT/CEO 6027588000 2023-10-23 1 SOILO FELIX 999009999 0 BRENDA ANN BLUNT CPA P00075126 4803151040 2023-10-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SOILO J FELIX 1717 W NORTHERN AVE 116 PHOENIX AZ 85021 2191167 0 X WWW.BEALEADER.ORG X 2002 AZ 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. 9 8 25 100 0 0 2753784 2129489 0 0 153308 43054 0 0 2907092 2172543 46900 37800 0 0 1269376 1009924 0 0 128610 470393 452583 1786669 1500307 1120423 672236 3748674 4955810 25098 150440 3723576 4805370 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. 0 0 1167102 37800 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. 43988 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. 1211090 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 26 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SOILO J FELIX 6027588000 1717 W NORTHERN AVENUE STE 116 PHOENIX AZ 85021 SOLIO FELIX PRESIDENT & CEO 40.00 X 141250 0 0 MELISSA B TRUJILLO PRESIDENT & CEO/CHAIR (THRU 6/2022) 40.00 X X 75000 0 10942 MICHAEL TREJO SECRETARY 0.10 X X 0 0 0 KATHRYN BAKER TREASURER 0.10 X X 0 0 0 TIM DESOTO DIRECTOR 0.10 X 0 0 0 LORIANNE TAITANO DIRECTOR 0.10 X 0 0 0 CHRISTINE BURTON DIRECTOR 0.10 X 0 0 0 LON BABBY DIRECTOR 0.10 X 0 0 0 CHRIS BUSTAMANTE EDD DIRECTOR 0.10 X 0 0 0 GARY L TRUJILLO DIRECTOR 0.10 X 0 0 0 STEVE ORTEGA DIRECTOR 0.10 X 0 0 0 216250 0 10942 1 0 0 0 0 90000 1412587 626902 2129489 61678 61678 18624 -18624 -18624 -18624 2172543 0 0 43054 X 37800 37800 227193 83897 68322 74974 684857 656981 27876 31188 30521 667 66686 54193 4961 7532 1998 1998 35028 35028 17032 17032 152053 142811 7000 2242 1633 164 1469 27338 27109 229 73765 56680 9009 8076 10384 10384 47737 47737 12767 9718 1029 2020 WORKSHOP COSTS 44963 43988 300 675 LEADERSHIP TRAINING 5879 5879 DONOR ENGAGEMENT 4548 4548 17458 3228 14230 1500307 1211090 160607 128610 1787350 2023867 18815 717229 20050 20050 0 0 1929124 2052392 13385 162322 3748674 4955810 25098 3960 0 146480 25098 150440 X 2667900 3892874 1055676 912496 3723576 4805370 3748674 4955810 672236 -330210 739768 0 X 0 1 X 1 0 X 1120650 978992 1516634 3493552 2129489 9239317 1120650 978992 1516634 3493552 2129489 9239317 935140 8304177 56719 46634 45532 43721 61678 254284 9493601 0.87470 0.79220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20050 20050 0 0 16800 C MONEY MARKET FUNDS 97723 F MUTUAL FUNDS 1486285 F TREASURY BONDS 451584 C 2052392 ROU LEASE LIABILITY 146480 146480 X 1825301 -330210 -330210 2155511 17032 17032 2172543 1483275 0 1483275 17032 17032 1500307 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 CASH SCHOLARSHIPS 67 37800 PART I, LINE 2: SCHOLARSHIP CHECKS ARE WRITTEN DIRECTLY TO SCHOOLS OF STUDENT'S CHOICE. SCHOLARSHIP RECIPIENTS CONTINUE TO BE INVOLVED WITH BE A LEADER FOUNDATION THROUGH OUR BE A LEADER INSTITUTE COLLEGE PROGRAM, WHICH PROVIDES COLLEGE STUDENTS WITH EDUCATIONAL AND CAREER PATH DEVELOPMENT SUPPORT, SO CONTACT IS MAINTAINED. MELISSA TRUJILLO FAMILY MEMBER OF OFFICER 85942 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 GARY TRUJILLO AND MELISSA TRUJILLO HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM AND AN INITIAL DRAFT IS REVIEWED BY THE ORGANIZATION'S CHAIRMAN. THE FORM 990 IS APPROVED BY THE ORGANIZATION'S AUDIT AND FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, AND FULL-TIME EMPLOYEES OF THE BE A LEADER FOUNDATION (BALF). BALF SENDS THE CONFLICT OF INTEREST POLICY, SURVEY AND ACKNOWLEDGEMENT FORM TO THE BOARD OF DIRECTORS AND FULL-TIME STAFF MEMBERS ON AN ANNUAL BASIS. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL BOARD MEMBERS AND FULL-TIME STAFF MEMBERS COMPLETE THE SURVEY AND SIGNS THE CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM AND THEN FILES SUCH SURVEY RESULTS AND ACKNOWLEDGEMENT FORMS IN THE CORPORATE MINUTE BOOK. THE BOARD OF DIRECTORS AND STAFF IS EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. IF A COVERED PERSON HAS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, HE OR SHE MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OF DIRECTORS IDENTIFIES A CONFLICT OF INTEREST, THAT INDIVIDUAL WOULD BE RECUSED FROM PARTICIPATING IN THE DELIBERATION AND VOTE OF SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15A BALF'S HUMAN RESOURCE COMMITTEE, A SUBCOMMITTEE OF INDEPENDENT BOARD MEMBERS, REVIEWS AND DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS. THE HUMAN RESOURCE COMMITTEE REVIEWS DATA SUCH AS FORM 990'S FROM OTHER NON-PROFIT ORGANIZATIONS AND NON-PROFIT COMPENSATION SURVEYS/STUDIES TO DETERMINE IF COMPENSATION OF PRESIDENT/CEO IS ADEQUATE. THE LAST REVIEW OCCURRED IN NOVEMBER, 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 49,976. MANAGEMENT AND GENERAL EXPENSES 7,000. FUNDRAISING EXPENSES 2,242. TOTAL EXPENSES 59,218. MATRICULATION SPECIALISTS: PROGRAM SERVICE EXPENSES 92,835. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,835.