Nonprofit · EIN 91-2156057
LEADERSHIP TRAINING AND EDUCATION FUND
Tax-exempt · COVINA, CA 91724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $2,385,020 | $2,333,606 | $51,414 | $2,327,180 | $1,426,512 | $900,668 |
| May 31, 2024 | 990 | $2,820,047 | $3,660,098 | -$840,051 | $1,368,501 | $398,908 | $969,593 |
| May 31, 2023 | 990 | $2,790,849 | $2,079,009 | $711,840 | $1,846,966 | $37,322 | $1,809,644 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,379,573
- Investment income
- $5,447
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,016
- Accounting fees
- $72,495
- Program services (functional)
- $2,194,504
- Management and general (functional)
- $139,102
Balance sheet and other
- Total assets, start of year
- $1,368,501
- Total assets, end of year
- $2,327,180
- Total liabilities, end of year
- $1,426,512
- Net assets, end of year
- $900,668
- Gross receipts
- $2,385,020
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2000
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Beard | Chairman Trustee or director, Officer | 5 | $0 |
| Andrew Gross Gaitan | Co-Chairman Trustee or director, Officer | 5 | $0 |
| Mark E Olivas | Trustee Trustee or director | 5 | $0 |
| David Huerta | Trustee Trustee or director | 5 | $0 |
| Dick Dotts | Trustee Trustee or director | 5 | $0 |
| Luis Fuentes | Trustee Trustee or director | 5 | $0 |
| Kallista Cervantes | Trustee Trustee or director | 5 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW GROSS GAITAN | CO-CHAIRMAN Trustee or director, Officer | 5 | $0 |
| JIM BEARD | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| MARK E OLIVAS | TRUSTEE Trustee or director | 5 | $0 |
| DAVID HUERTA | TRUSTEE Trustee or director | 5 | $0 |
| DICK DOTTS | TRUSTEE Trustee or director | 5 | $0 |
| LUIS FUENTES | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW GROSS GAITAN | CO-CHAIRMAN Trustee or director, Officer | 5 | $0 |
| JIM BEARD | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| MARK E OLIVAS | TRUSTEE Trustee or director | 5 | $0 |
| DAVID HUERTA | TRUSTEE Trustee or director | 5 | $0 |
| DICK DOTTS | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- In care of
- % VAN BOURG
- Principal officer (990 for 2024)
- James Beard, 1055 Park View Dr Ste 111, Covina, CA 91724
- Signed the 990
- James Beard, Chairman
- Phone
- (510) 337-3050
- Return prepared by
- Eide Bailly LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 91-2156057 or by the name LEADERSHIP TRAINING AND EDUCATION FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide training classes and reimburse costs incurred in releasing employees for leadership training and education programs.
Program accomplishments
- The purpose of the Fund is to provide training classes and reimburse individual employers for the costs incurred by them in releasing employees for leadership training and education programs. There were approximately 280,000 participants covered by the plan.Expenses $2,194,504 · revenue $2,379,573
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 91-2156057
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J22)
- Assets (IRS master file)
- $2,327,180
- Income (IRS master file)
- $2,385,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $2,385,020 | $2,333,606 | $2,327,180 | XML |
| 990 | May 2024 | $2,820,047 | $3,660,098 | $1,368,501 | XML |
| 990 | May 2023 | $2,790,849 | $2,079,009 | $1,846,966 | XML |
| 990 | May 2022 | $2,340,970 | $1,572,576 | $1,448,281 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-2156057).
Questions about LEADERSHIP TRAINING AND EDUCATION FUND
- What is the EIN of LEADERSHIP TRAINING AND EDUCATION FUND?
- The employer identification number (EIN) of LEADERSHIP TRAINING AND EDUCATION FUND is 91-2156057.
- Is LEADERSHIP TRAINING AND EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LEADERSHIP TRAINING AND EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEADERSHIP TRAINING AND EDUCATION FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEADERSHIP TRAINING AND EDUCATION FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEADERSHIP TRAINING AND EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of LEADERSHIP TRAINING AND EDUCATION FUND?
- The 990 for the year ended May 31, 2025 names James Beard.
- Who are the officers and directors of LEADERSHIP TRAINING AND EDUCATION FUND?
- The 990 for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEADERSHIP TRAINING AND EDUCATION FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $2,385,020, expenses of $2,333,606 and total assets of $2,327,180 at year end.
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