BE A LEADER FOUNDATION (EIN 550850279) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

SOILO J FELIX

Phone

6027588000

Tax Period

2024-01-01 to 2024-12-31

BE A LEADER FOUNDATION, founded in 2002, is a community nonprofit in the Public & Societal Benefit sector that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $346K, a strong 17% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,884,267

Program Service Revenue $55,991

Investment Income $108,403

Other Revenue $0

TOTAL REVENUE $2,048,661

Expense Breakdown

Grants Paid $42,150

Salaries & Benefits $1,198,333

Fundraising Expenses $233,524

Program Expenses $1,323,003

Other Expenses $462,149

TOTAL EXPENSES $1,702,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,048,661	$1,723,752	+0.2%
Expenses	$1,702,632	$1,663,258	+0.0%
Net Income	$346,029	$60,494	+4.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

140

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$155,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOILO J FELIX	President & CEO	40.00	Officer	$155,000	$0	$155,000
Sharon Irwin Foulon	Chief Adv. Officer	40.00		$115,000	$0	$115,000
MELISSA B TRUJILLO	CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS BUSTAMANTE	Secretary	1.00	Officer Director	$0	$0	$0
KATHRYN BAKER	Treasurer	1.00	Officer Director	$0	$0	$0
BENITO ALMANZA	Director	1.00	Director	$0	$0	$0
LON BABBY	Director	1.00	Director	$0	$0	$0
TIM DESOTO	Director	1.00	Director	$0	$0	$0
TRAVIS PACHECO	Director	1.00	Director	$0	$0	$0
ROB TAYLOR	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,048,661	$1,702,632	$5,701,310	$346,029
2023	$1,723,752	$1,663,258	$5,256,622	$60,494
2022	$2,172,543	$1,500,307	$4,955,810	$672,236
2021	$2,907,092	$1,786,669	$3,748,674	$1,120,423
2020	$1,594,673	$1,642,090	$2,687,447	$-47,417
2019	$1,062,164	$1,182,225	$2,529,936	$-120,061
2018	$1,141,257	$1,046,095	$2,516,347	$95,162

BE A LEADER FOUNDATION