2024-07-25T13:28:35-05:00 2023-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990EZ 2023-01-01 770303778 WE ACHIEVE EDUCATION FOUNDATION INC WEAC 5597349000 3828 W CALDWELL AVENUE VISALIA CA 93277 RUSSELL E LEBO CHIEF FINANCIAL OFFICER 5597349000 2024-07-25 1 RUSSELL LEBO 999009999 1 DEBRA D SMITH CPA P00646873 7604318440 2024-07-25 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X N/A X X 0 X 1650 59 12960 14669 -14669 45497 0 30828 45497 30828 45497 30828 0 0 45497 30828 X WE ARE AN ORGANIZATION FOUNDED BY THE PERRY FAMILY THAT EMBRACES AND PROMOTES PERSONAL GROWTH AND THE ACHIEVEMENT OF INDIVIDUAL GOALS THROUGH EDUCATION, SUPPORT, AND ASSISTANCE. EMPLOYEE SUPPORT FUND. 0 2500 2500 MARK A PERRY PRESIDENT 1.00 0 0 0 RUSSELL LEBO CHIEF FINANCIAL OFFICER 1.00 0 0 0 MICHAEL S ABRIL SECRETARY 1.00 0 0 0 MICHAEL PERRY DIRECTOR 1.00 0 0 0 ROBERT PERRY DIRECTOR 1.00 0 0 0 ANNETTE AUSTERMAN DIRECTOR 1.00 0 0 0 JONATHAN SHERMAN DIRECTOR 1.00 0 0 0 KELLY KING DIRECTOR 1.00 0 0 0 TAMARA OLSON DIRECTOR 1.00 0 0 0 GARY AMON DIRECTOR 1.00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA RUSSELL LEBO CFO 3828 W CALDWELL AVE VISALIA CA 93277 5597349000 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 26265 6605 54000 50100 0 136970 26265 6605 54000 50100 136970 116679 20291 136970 0.14810 0.20270 X WE ACHIEVE EDUCATION FOUNDATION, INC. (THE "FOUNDATION") IS A NONPROFIT CHARITABLE ORGANIZATION WITH A MISSION OF EMBRACING AND PROMOTING PERSONAL GROWTH AND THE ACHIEVEMENT OF INDIVIDUAL GOALS THROUGH EDUCATION, SUPPORT, AND ASSISTANCE. THE FOUNDATION WAS FORMED FOR EDUCATIONAL AND COMMUNITY OUTREACH.THE FOUNDATION QUALIFIED AS PUBLICLY SUPPORTED IN 2023 BECAUSE IT MET THE "10% PLUS FACTS AND CIRCUMSTANCES" UNDER THE TREAS. REG 1.170A-9(E)(3) IN THE FOLLOWING RESPECTS:1. 10% OF SUPPORT LIMITATION. THE PUBLIC SUPPORT FRACTION IS 14.81% FOR 2023 AND WAS 20.27% FOR 2022 WELL ABOVE THE 10% THRESHOLD.2. ATTRACTION OF PUBLIC SUPPORT. THE ORIGINAL PURPOSE OF THE FOUNDATION WAS TO ENCOURAGE LOCAL BUSINESSES, PHYSICIANS, AND OTHER MEMBERS OF THE COMMUNITY TO DONATE EQUIPMENT AND SUPPLIES TO ENHANCE CLASSROOM LEARNING AT LOCAL HIGHER EDUCATION INSTITUTIONS. DURING 2023, THE FOUNDATION SOUGHT TO REDESIGN ITS PROGRAM AND REFOCUS ITS MISSION. THE FOUNDATION MAINTAINED STATE AUTHORIZATIONS TO COLLECT CHARITABLE DONATIONS ONLINE AND HIRED AND HELD SEVERAL MEETINGS WITH A CONSULTANT TO DETERMINE HOW TO BEST SERVE THE COMMUNITIES WHERE IT DESIRED TO FACILITATE OR HOST PROGRAMS TO ACHIEVE ITS MISSION. THE FOUNDATION ALSO ADMINISTERED A CONTRACTUAL RELATIONSHIP WITH AMERICA'S CHARITIES, A 501(C)(3) PUBLIC CHARITY, TO ALLOW EMPLOYEES OF SAN JOAQUIN VALLEY COLLEGE, INC. TO DONATE PART OF THEIR SALARIES TO ASSIST COLLEAGUES WHO EXPERIENCE PERSONAL OR FAMILY DISASTERS CAUSING A FINANCIAL HARDSHIP. 3. REPRESENTATIVE GOVERNING BODY. THE FOUNDATION MAINTAINED A GOVERNING BODY IN 2023 THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC BY HAVING A DIVERSE GOVERNING BODY MADE UP OF PEOPLE HAVING RELATIONSHIPS WITH OTHER CHARITABLE ORGANIZATIONS WHO HAVE KNOWLEDGE OF THE NEEDS OF THE COMMUNITIES WHERE THE FOUNDATION DESIRED TO HOST OR FACILITATE PROGRAMS. 4. ENGAGED IN STRATEGIC DEVELOPMENT.THE FOUNDATION WAS HEAVILY SUPPORTED IN 2023 BY THE MAJORITY SHAREHOLDERS OF SAN JOAQUIN VALLEY COLLEGE, INC., A LEADING PROVIDER OF POST-SECONDARY HIGHER EDUCATION THROUGHOUT CALIFORNIA AND SEVERAL WESTERN STATES. THROUGH THEIR SUPPORT, THE FOUNDATION WAS ABLE TO HIRE TRICIA MCKAY LINCOLN OF TRICIA MCKAY CONSULTING, A KNOWN EXPERT IN STRATEGY DEVELOPMENT FOR CHARITABLE ORGANIZATIONS, TO LEAD THE FOUNDATION IN EXPLORING THE DEVELOPMENT OF AN ACTIONABLE STRATEGIC FRAMEWORK AND APPROACH TO GUIDE THE WORK OF THE FOUNDATION. SIMULTANEOUSLY, THE FOUNDATION GAINED AND/OR MAINTAINED NECESSARY STATE AUTHORIZATIONS AND WORKED ON THE DEVELOPMENT OF A WEBSITE TO ENCOURAGE ONLINE DONORS. AS A RESULT OF THE CONSULTANT'S WORK, THE GOVERNING BODY BY A MAJORITY VOTE DETERMINED THAT IT WAS BEST TO WIND UP THE AFFAIRS OF THE FOUNDATION AND SEEK DISSOLUTION. THE FOUNDATION IS IN THE PROCESS OF THESE EFFORTS TO FULLY DISSOLVE IN 2024. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 8,410. DESCRIPTION: SERVICE FEE FOR ADMINISTERING EMPLOYEE SUPPORT FUND. AMOUNT: 2,500. DESCRIPTION: BUSINESS EXPENSES. AMOUNT: 2,050. TOTAL TO FORM 990-EZ, LINE 16: 12,960.