FOUNDATION ESCALERA INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION ESCALERA INC (EIN 20-1377072)
Tax period
2023-01-01 to 2023-06-30
Filed
2024-04-24
IRS object ID
202401159349301230
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-24T13:06:53-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870470666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KARREN HENDRIX STAGG ALLEN & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 E BROADWAY STE 250AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841115225ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201377072EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION ESCALERA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone8014562476PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 NORTH EAST CAPITOL STREETAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRYSON D GARBETTPersonNm
Person TitleTREASURER/SECRETARYPersonTitleTxt
Phone8013728331PhoneNum
Signature2024-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRYSONPersonFirstNm
Person LastGARBETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS G CARLSONPreparerPersonNm
PTINP01671741PTIN
Phone8015217620PhoneNum
Preparation2024-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ESCALERABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBRYSON D GARBETTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 NORTH EAST CAPITOL STREETAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$724,248GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ESCALERA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateUTLegalDomicileStateCd
Activity Or MissionWE EXIST TO UNLOCK ACCESS TO ECONOMIC OPPORTUNITY FOR MARGINALIZED YOUTH IN CHIAPAS AND OAXACA THROUGH EVIDENCE-BASED EDUCATIONAL POLICIES AND PROGRAMSActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers216TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$840,794PYContributionsGrantsAmt
CY Contributions Grants$688,840CYContributionsGrantsAmt
PY Program Service Revenue$32PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$65,868PYInvestmentIncomeAmt
CY Investment Income$8,988CYInvestmentIncomeAmt
PY Other Revenue$12,496PYOtherRevenueAmt
CY Other Revenue$17,494CYOtherRevenueAmt
PY Total Revenue$919,190PYTotalRevenueAmt
CY Total Revenue$715,322CYTotalRevenueAmt
PY Grants And Similar Paid$722,439PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$556,548CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$264,673PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$170,146CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,315CYTotalFundraisingExpenseAmt
PY Other Expenses$164,767PYOtherExpensesAmt
CY Other Expenses$100,904CYOtherExpensesAmt
PY Total Expenses$1,151,879PYTotalExpensesAmt
CY Total Expenses$827,598CYTotalExpensesAmt
PY Revenues Less Expenses-$232,689PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$112,276CYRevenuesLessExpensesAmt
Total Assets BOY$2,624,586TotalAssetsBOYAmt
Total Assets EOY$2,641,706TotalAssetsEOYAmt
Total Liabilities BOY$1,774,216TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,838,796TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$850,370NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$197,090NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWE EXIST TO UNLOCK ACCESS TO ECONOMIC OPPORTUNITY FOR MARGINALIZED YOUTH IN CHIAPAS AND OAXACA THROUGH EVIDENCE-BASED EDUCATIONAL POLICIES AND PROGRAMS. WE ENVISION A WORLD WHERE ALL YOUTH IN EXTREME POVERTY HAVE ACCESS TO QUALITY EDUCATION. IT IS A WORLD WHERE PROOF DRIVES POLICY: WHERE TRIAL-TESTED INNOVATIONS BECOME PUBLIC POLICY SOLUTIONS. THROUGH COORDINATION BETWEEN GOVERNMENT, NONPROFITS AND EDUCATIONAL INSTITUTIONS, ALL YOUTH IN EXTREME POVERTY LEAVE SCHOOL WITH THE TOOLS THEY NEED TO SUCCEED IN THE WORLD, IMPROVING LIFE FOR THEMSELVES, THEIR FAMILIES, AND THEIR COMMUNITIES, RESULTING IN GREATER ECONOMIC INDEPENDENCE, DELAY IN EARLY MARRIAGE AND CHILDBEARING, HEALTHIER CHILDREN AND GREATER GENDER EQUALITY IN THIS GENERATION AND THE NEXT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$514,438ExpenseAmt
Revenue$54,065RevenueAmt
DescREACH SENDS NINTH-GRADE STUDENTS TO HIGH SCHOOL WHO OTHERWISE WOULD NOT GO. IN RURAL CHIAPAS, LESS THAN HALF OF MIDDLE SCHOOL GRADUATES CONTINUE THEIR EDUCATION. REACH AIMS TO END THIS PROBLEM BY GIVING SMALL, WELL-TIMED SCHOLARSHIPS THAT HELP STUDENTS COVER THEIR HIGH SCHOOL ENTRANCE EXAM FEES AND COSTS OF SUPPLIES AND UNIFORMS IN SMALL INSTALLMENTS EVERY SEMESTER THEY REMAIN IN SCHOOLDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$92,390ExpenseAmt
DescEMPRENDE. ESCALERA SEEKS TO IMPROVE LIVES THROUGH EDUCATION IN INNOVATIVE, COST-EFFECTIVE WAYS. EMPLOYMENT OPPORTUNITIES IN CHIAPAS ARE SCARCE AND EVEN A GOOD EDUCATION DOES NOT GUARANTEE A JOB. INSTEAD, MANY STUDENTS WILL NEED TO CREATE THEIR OWN ENTERPRISES TO GENERATE INCOME. WE ARE USING A BEST-PRACTICE CURRICULUM FOR TEACHING THESE SKILLS TO HIGH SCHOOL STUDENTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$155,500ExpenseAmt
Revenue$14,507RevenueAmt
DescSCHOOL BUILDING AND RSA LEARNING CENTERS. ESCALERA BUILT A SCHOOL IN THE VILLAGE OF YALTEM AND BEGAN A COLLABORATION WITH FAMILY HEALTH INTERNATIONAL TO START A PROGRAM OF LISTENING AND LEARNING GROUPS WITH INDIGENOUS BENEFICIARIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$762,328TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryMXForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRYSON D GARBETTPersonNm
Phone8014562430PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 NORTH EAST CAPITOL STREETAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MYRIAM HERNANDEZ
BOARD PRESID25.00Yes (X)Yes (X)$26,120$0$0
BRYSON D GARBETT
TREASURER/SE10.00Yes (X)Yes (X)$0$0$0
JAN GARBETT
BOARD MEMBER3.00Yes (X)Yes (X)$0$0$0
CODY LARKIN
BOARD MEMBER1.00Yes (X)$0$0$0
PILAR GARCIA QUINTANA
BOARD MEMBER1.00Yes (X)$0$0$0
PATRICIA VELASCO
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$26,120TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$688,840AllOtherContributionsAmt
Noncash Contributions$14,815NoncashContributionsAmt
Total Contributions$688,840TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,925TotalRevenueColumnAmt
Related Or Exempt Func Income$1,925RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$26,420RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$8,926RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$17,494RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,494TotalRevenueColumnAmt
Related Or Exempt Func Income$17,494RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$7,063OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$7,063OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,063TotalRevenueColumnAmt
Related Or Exempt Func Income$7,063RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$715,322TotalRevenueColumnAmt
Related Or Exempt Func Income$26,482RelatedOrExemptFuncIncomeAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$556,548TotalAmt
Program Services$556,548ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$123,645TotalAmt
Program Services$91,380ProgramServicesAmt
Management And General$10,135ManagementAndGeneralAmt
Fundraising$22,130FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,393TotalAmt
Program Services$25,393ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,108TotalAmt
Program Services$16,877ProgramServicesAmt
Management And General$737ManagementAndGeneralAmt
Fundraising$3,494FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,615TotalAmt
Management And General$3,615ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,527TotalAmt
Program Services$4,295ProgramServicesAmt
Management And General$232ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,373TotalAmt
Program Services$6,838ProgramServicesAmt
Management And General$13,928ManagementAndGeneralAmt
Fundraising$607FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$43,639TotalAmt
Program Services$37,760ProgramServicesAmt
Management And General$5,042ManagementAndGeneralAmt
Fundraising$837FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,050TotalAmt
Program Services$4,050ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,759TotalAmt
Program Services$10,655ProgramServicesAmt
Management And General$1,857ManagementAndGeneralAmt
Fundraising$247FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,711TotalAmt
Management And General$3,711ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,274TotalAmt
Program Services$3,274ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$614TotalAmt
Program Services$614ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEALS$4,680$4,644$36
CURRENCY (GAIN) LOSS-$1,338-$1,338

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$827,598TotalAmt
Program Services$762,328ProgramServicesAmt
Management And General$37,955ManagementAndGeneralAmt
Fundraising$27,315FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$392,813BOYAmt
EOY$298,054EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$44,275BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$509,151LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$194,467LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$325,894BOYAmt
EOY$314,684EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,861,604BOYAmt
EOY$2,028,968EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,624,586BOYAmt
EOY$2,641,706EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,774,216BOYAmt
EOY$2,838,796EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,774,216BOYAmt
EOY$2,838,796EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$824,955BOYAmt
EOY-$197,090EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,415BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$850,370BOYAmt
EOY-$197,090EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,624,586BOYAmt
EOY$2,641,706EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$112,276ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$287,112NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$648,072PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$625,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$547,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$839,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$840,794CurrentTaxYearMinus1YearAmt
Current Tax Year$688,840CurrentTaxYearAmt
Total$3,541,290TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$625,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$547,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$839,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$840,794CurrentTaxYearMinus1YearAmt
Current Tax Year$688,840CurrentTaxYearAmt
Total$3,541,290TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,541,290PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,316CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32CurrentTaxYearMinus1YearAmt
Total$5,857TotalAmt
FieldValueIRS element (for citing)
Total Support$3,547,147TotalSupportAmt
Gross Receipts Rltd Activities$28,345GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99830PublicSupportCY170Pct
Public Support PY1700.74170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,569,138BeginningYearBalanceAmt
Investment Earnings Or Losses-$338,143InvestmentEarningsOrLossesAmt
Other Expenditures-$47,946OtherExpendituresAmt
End Year Balance$2,183,049EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,876,067BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$236,684InvestmentEarningsOrLossesAmt
Other Expenditures-$43,614OtherExpendituresAmt
End Year Balance$2,569,137EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,905,230BeginningYearBalanceAmt
Investment Earnings Or Losses$212,444InvestmentEarningsOrLossesAmt
Other Expenditures-$241,607OtherExpendituresAmt
End Year Balance$1,876,067EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,724,003BeginningYearBalanceAmt
Investment Earnings Or Losses$217,647InvestmentEarningsOrLossesAmt
Other Expenditures-$36,420OtherExpendituresAmt
End Year Balance$1,905,230EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$482,000OtherCostOrOtherBasisAmt
Depreciation$180,007DepreciationAmt
Book Value$301,993BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,151OtherCostOrOtherBasisAmt
Depreciation$14,460DepreciationAmt
Book Value$12,691BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$314,684TotalBookValueLandBuildingsAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICARegionTxt
Offices1OfficesCnt
Employee27EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICETypeOfActivitiesConductedTxt
Specific Services ProvidedSCHOLARSHIPSSpecificServicesProvidedTxt
Region Total Expenditures$556,548RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees27SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee27TotalEmployeeCnt
Subtotal Spent$556,548SubtotalSpentAmt
Total Spent$556,548TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPS TO STUDENTSNORTH AMERICA7057$545,689CASH CARDS
TEACHER INCENTIVESNORTH AMERICA107$10,859CASH CARDS
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PAGE 1, PART I, LINE 2ESCALERA CONTINUOUSLY MONITORS ITS SCHOLARSHIP AND INCENTIVE PROGRAMS. PRIOR TO RECEIVING A SCHOLARSHIP PAYMENT, EACH REACH STUDENT SUBMITS TO ESCALERA PROOF OF THEIR CONTINUED ENROLLMENT IN SCHOOL. OFTEN TEACHERS AND SCHOOLS SUBMIT THIS EVIDENCE IN BULK ON BEHALF OF THEIR STUDENTS. ESCALERA ALSO RECEIVES ADMINISTRATIVE RECORDS FROM THE STATE OF CHIAPAS CONFIRMING ENROLLMENT STATUS OF STUDENTS. TEACHER INCENTIVES ARE GIVEN TO VOLUNTEER TEACHERS WHO ADMINISTER ESCALERA'S ENTREPRENEURIAL CURRICULUM IN THEIR CLASSROOM. ONLY TEACHERS WHO SUBMIT PROOF OF CURRICULUM IMPLEMENTATION RECEIVE THE INCENTIVES
SCHEDULE F, PAGE 1, PART I, LINE 3NORTH AMERICA 556,548 0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONWE EXIST TO UNLOCK ACCESS TO ECONOMIC OPPORTUNITY FOR MARGINALIZED YOUTH IN CHIAPAS AND OAXACA THROUGH EVIDENCE-BASED EDUCATIONAL POLICIES AND PROGRAMS. WE ENVISION A WORLD WHERE ALL YOUTH IN EXTREME POVERTY HAVE ACCESS TO QUALITY EDUCATION. IT IS A WORLD WHERE PROOF DRIVES POLICY: WHERE TRIAL-TESTED INNOVATIONS BECOME PUBLIC POLICY SOLUTIONS. THROUGH COORDINATION BETWEEN GOVERNMENT, NONPROFITS AND EDUCATIONAL INSTITUTIONS, ALL YOUTH IN EXTREME POVERTY LEAVE SCHOOL WITH THE TOOLS THEY NEED TO SUCCEED IN THE WORLD, IMPROVING LIFE FOR THEMSELVES, THEIR FAMILIES, AND THEIR COMMUNITIES, RESULTING IN GREATER ECONOMIC INDEPENDENCE, DELAY IN EARLY MARRIAGE AND CHILDBEARING, HEALTHIER CHILDREN AND GREATER GENDER EQUALITY IN THIS GENERATION AND THE NEXT.
FORM 990, PART V, LINE 4BMEXICO
FORM 990, PAGE 6, PART VI, LINE 2JAN GARBETT FAMILY BRYSON GARBETT FAMILY
FORM 990, PAGE 6, PART VI, LINE 11BA COPY OF THE RETURN IS PROVIDED TO THE PRESIDENT AND GOVERNING BOARD. COMMENTS AND APPROVAL ARE REQUESTED PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT AFFIRMING THAT HE OR SHE UNDERSTANDS AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. PERIODIC REVIEWS ARE CONDUCTED. PERSONS COVERED UNDER THE POLICY ARE ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS. THE LEVEL AT WHICH DETERMINATIONS OF CONFLIT ARE MADE AS WELL AS THE LEVEL AT WHICH ACTUAL CONFLICTS ARE REVIEWED IS THE GOVERNING BOARD OR EXECUTIVE COMMITTEE. PERSONS WITH A POTENTIAL CONFLICT MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION HE OR SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15AAS PER ESCALERA'S COMPENSATION REVIEW POLICY, THE FOUNDATION'S EXECUTIVE COMMITTEE ANNUALLY EVALUATES THE EXECUTIVE DIRECTOR AND ANY OTHER TOP MANAGEMENT OFFICIALS ON HIS/HER PERFORMANCE AND COMPENSATION. THE HR COMMITTEE PRESENTS RESEARCH ON COMPARABILITY DATA FROM A VARIETY OF INDEPENDENT SOURCES FOR BOARD REVIEW. THE BOARD DOCUMENTS HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. THE BOARD MEMBERS ARE VOLUNTEERS WHO ARE NOT COMPENSATED BY ESCALERA AND OPERATE INDEPENDENTLY WITHOUT UNDUE INFLUENCE FROM THE EXECUTIVE DIRECTOR. IN 2022 ESCALERA DID NOT HAVE AN EXECUTIVE DIRECTOR BUT OPERATED UNDER THE BOARD CHAIR'S GUIDANCE WITH A COUNTRY DIRECTORIN MEXICO.
FORM 990, PAGE 6, PART VI, LINE 15BTHE BOARD MEMBERS AND OTHER KEY OFFICERS ARE VOLUNTEERS WHO ARE NOT COMPENSATED BY ESCALERA AND OPERATE INDEPENDENTLY WITHOUT UNDUE INFLUENCE FROM THE EXECUTIVE DIRECTOR.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE PUBLICLY ON ESCALERA'S WEBSITE

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE BENJAMIN FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 N EAST CAPTIOL STREETAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd
FieldValueIRS element (for citing)
EIN870679599EIN
Primary ActivitiesPFPrimaryActivitiesTxt
Legal Domicile StateUTLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity StatusPFPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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