Civic Intelligence

Leadership Training & Education Fund

EIN 91-2156057 • 501(c)3 • Covina, CA

Profile

NONE

1055 Park View Dr Ste 111Covina, CA 91724

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.61x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.60x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

92nd percentile

70%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$1,368,501

Down $478,465 (-26%) from 2023

Liabilities

Up

$398,908

Up $361,586 (+969%) from 2023

Net Assets

Down

$969,593

Down $840,051 (-46%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin45th percentile

Revenue

Up

$2,820,047

Up $29,198 (+1.0%) from 2023

Expenses

Up

$3,660,098

Up $1,581,089 (+76%) from 2023

Net Income

Down

-$840,051

Down $1,551,891 (-218%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $165,810Liabilities 2011: $18,413Net Assets 2011: $147,3972011Assets 2012: $207,331Liabilities 2012: $73,760Net Assets 2012: $133,5712012Assets 2013: $429,866Liabilities 2013: $251,624Net Assets 2013: $178,2422013Assets 2014: $400,633Liabilities 2014: $199,317Net Assets 2014: $201,3162014Assets 2015: $337,847Liabilities 2015: $1,151Net Assets 2015: $336,6962015Assets 2016: $368,954Liabilities 2016: $10,381Net Assets 2016: $358,5732016Assets 2017: $462,684Liabilities 2017: $672Net Assets 2017: $462,0122017Assets 2018: $685,929Liabilities 2018: $1,299Net Assets 2018: $684,6302018Assets 2019: $1,032,502Liabilities 2019: $2,499Net Assets 2019: $1,030,0032019Assets 2020: $977,728Liabilities 2020: $2,445Net Assets 2020: $975,2832020Assets 2021: $601,523Liabilities 2021: $1,194Net Assets 2021: $600,3292021Assets 2022: $1,448,281Liabilities 2022: $38,920Net Assets 2022: $1,409,3612022Assets 2023: $1,846,966Liabilities 2023: $37,322Net Assets 2023: $1,809,6442023Assets 2024: $1,368,501Liabilities 2024: $398,908Net Assets 2024: $969,5932024

Highlighted filing

2024

Assets$1,368,501
Liabilities$398,908
Net Assets$969,593
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $545,055Expenses 2011: $640,432Net Income 2011: -$95,3772011Revenue 2012: $568,392Expenses 2012: $582,218Net Income 2012: -$13,8262012Revenue 2013: $718,445Expenses 2013: $673,774Net Income 2013: $44,6712013Revenue 2014: $728,948Expenses 2014: $705,874Net Income 2014: $23,0742014Revenue 2015: $956,574Expenses 2015: $821,194Net Income 2015: $135,3802015Revenue 2016: $984,669Expenses 2016: $962,792Net Income 2016: $21,8772016Revenue 2017: $1,119,486Expenses 2017: $1,016,047Net Income 2017: $103,4392017Revenue 2018: $1,334,771Expenses 2018: $1,112,153Net Income 2018: $222,6182018Revenue 2019: $1,570,422Expenses 2019: $1,225,049Net Income 2019: $345,3732019Revenue 2020: $1,804,935Expenses 2020: $1,859,655Net Income 2020: -$54,7202020Revenue 2021: $1,539,132Expenses 2021: $1,914,086Net Income 2021: -$374,9542021Revenue 2022: $2,340,970Expenses 2022: $1,572,576Net Income 2022: $768,3942022Revenue 2023: $2,790,849Expenses 2023: $2,079,009Net Income 2023: $711,8402023Revenue 2024: $2,820,047Expenses 2024: $3,660,098Net Income 2024: -$840,0512024

Highlighted filing

2024

Revenue$2,820,047
Expenses$3,660,098
Net Income-$840,051
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,368,501
Liabilities
$398,908
Net assets
$969,593
Revenue
$2,820,047
Expenses
$3,660,098
Net income
-$840,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.40$0.97$2.82$3.66$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.04$1.81$2.79$2.08$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.04$1.41$2.34$1.57$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$1.54$1.91$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$1.80$1.86$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.57$1.23$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.68$1.33$1.11$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$1.12$1.02$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$0.98$0.96$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.96$0.82$0.14
2014Summary only. Only limited summary data is available for this year.$0.40$0.20$0.20$0.73$0.71$0.02
2013Summary only. Only limited summary data is available for this year.$0.43$0.25$0.18$0.72$0.67$0.04
2012Summary only. Only limited summary data is available for this year.$0.21$0.07$0.13$0.57$0.58$0.01
2011Summary only. Only limited summary data is available for this year.$0.17$0.02$0.15$0.55$0.64$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 13, 2023
Return Version
2021v4.2
Gross Receipts
$2,340,970
Mission and Program Overview

Mission

To provide training classes and reimburse costs incurred in releasing employees for leadership training and education programs.

To reimburse costs incurred in releasing employees for leadership training and education programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$600,329$1,409,361▲ $809,032
Cash and Non-Interest-Bearing Accounts$496,123$1,183,136▲ $687,013
Accounts Receivable$100,369$263,728▲ $163,359
Prepaid Expenses and Deferred Charges$5,031$1,417▼ $3,614
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$601,523$1,448,281▲ $846,758
Liabilities
Other Liabilities$0$36,415▲ $36,415
Accounts Payable and Accrued Expenses$1,194$2,505▲ $1,311
Total Liabilities$1,194$38,920▲ $37,726
Net Assets / Fund Balance
Total Net Assets Fund Balance$600,329$1,409,361▲ $809,032
Total Liabilities and Net Assets / Fund Balance$601,523$1,448,281▲ $846,758
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jim BeardChairman
Andrew Gross GaitanCo-chairman
David HuertaTrustee
Dick DottsTrustee
Mark E OlivasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,340,818
Investment Income
$152
Other Revenue
$0
Change in Net Assets
$768,394

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,340,970
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,340,970
Total Revenue per Form 990
$2,340,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,572,576
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$36,450-$36,450
Fees for Services Accounting-$24,897-$24,897
Fees for Services Legal-$14,958-$14,958
Insurance-$4,315-$4,315
Other Expenses$1,481,358$1,772-$1,772
Total Functional Expenses$1,481,358$91,218$0$1,572,576

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,572,576
Total Expenses per Audited Statements$1,572,576
Total Expenses per Form 990$1,572,576
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$36,415
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the administrative office.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any sub committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Chair and co-chair review the form”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Leadership Training & Education Fund
EIN
91-2156057
Phone
5103373050
Address
1055 PARK VIEW DR STE 111, COVINA, CA 91724

Signing Officer

Name
James Beard
Title
Chairman
Phone
5103373050
Signed
2023-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Beard
Formed
2000
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees of the organization assumes responsibility for the audit of the organization's financial statements and the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability.”

Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01194
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02505
IRS990/AccountsReceivableGrp/BOYAmt0100369
IRS990/AccountsReceivableGrp/EOYAmt0263728
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO REIMBURSE COSTS INCURRED IN RELEASING EMPLOYEES FOR LEADERSHIP TRAINING AND EDUCATION PROGRAMS.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PACIFIC SOUTHWEST ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum06262793009
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01055 PARK VIEW DR STE 111
IRS990/BooksInCareOfDetail/USAddress/CityNm0COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091724
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0496123
IRS990/CashNonInterestBearingGrp/EOYAmt01183136
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0152
IRS990/CYOtherExpensesAmt01572576
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02340818
IRS990/CYRevenuesLessExpensesAmt0768394
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01572576
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02340970
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE PURPOSE OF THE FUND IS TO REIMBURSE INDIVIDUAL EMPLOYERS FOR THE COSTS INCURRED BY THEM IN RELEASING EMPLOYEES FOR LEADERSHIP TRAINING AND EDUCATION PROGRAMS. THERE WERE APPROXIMATELY 16,968 PARTICIPANTS COVERED BY THE PLAN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01481358
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024897
IRS990/FeesForServicesAccountingGrp/TotalAmt024897
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014958
IRS990/FeesForServicesLegalGrp/TotalAmt014958
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt036450
IRS990/FeesForServicesManagementGrp/TotalAmt036450
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW GROSS GAITAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM BEARD
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK E OLIVAS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HUERTA
IRS990/Form990PartVIISectionAGrp/PersonNm4DICK DOTTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02340970
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04315
IRS990/InsuranceGrp/TotalAmt04315
IRS990/InvestmentIncomeGrp/ExclusionAmt0152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0152
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0600329
IRS990/NetAssetsOrFundBalancesEOYAmt01409361
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BUILDING SKILLS PARTNER
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08826
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11772
IRS990/OtherExpensesGrp/ProgramServicesAmt01481358
IRS990/OtherExpensesGrp/TotalAmt01481358
IRS990/OtherExpensesGrp/TotalAmt18826
IRS990/OtherExpensesGrp/TotalAmt21772
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt036415
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05031
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01417
IRS990/PrincipalOfficerNm0JAMES BEARD
IRS990/PriorPeriodAdjustmentsAmt040638
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1LIQUIDATED DAMAGES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02335168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15650
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0218
IRS990/PYOtherExpensesAmt01914086
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01538914
IRS990/PYRevenuesLessExpensesAmt0-374954
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01914086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01539132
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0768394
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02340818
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0600329
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01409361
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0152
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0499
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02340818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01538914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01804436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01570038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01334716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08588922
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01308
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt08588922
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01804436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01570038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01334716
IRS990ScheduleA/Total509Grp/TotalAmt08588922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02340970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01539132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01804935
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01334771
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08590230
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED REVENUE
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02340970
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt036415
IRS990ScheduleD/TotalRevenuePerForm990Amt02340970
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02340970
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01572576
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY SUB COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHAIR AND CO-CHAIR REVIEW THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
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IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0601523
IRS990/TotalAssetsGrp/EOYAmt01448281
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt091218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01481358
IRS990/TotalFunctionalExpensesGrp/TotalAmt01572576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01194
IRS990/TotalLiabilitiesEOYAmt038920
IRS990/TotalLiabilitiesGrp/BOYAmt01194
IRS990/TotalLiabilitiesGrp/EOYAmt038920
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0600329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01409361
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01481358
IRS990/TotalProgramServiceRevenueAmt02340818
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0152
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02340818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02340970
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0601523
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01448281
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01055 PARK VIEW DR STE 111
IRS990/USAddress/CityNm0COVINA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091724
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADERSHIP TRAINING & EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0912156057
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt01055 PARK VIEW DR STE 111
ReturnHeader/Filer/USAddress/CityNm0COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091724
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010681 FOOTHILL BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917303831
ReturnHeader/PreparerPersonGrp/PhoneNum09094664410
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GRAY CPA
ReturnHeader/ReturnTs02023-04-13T18:07:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEARD
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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