2024-01-24T13:25:18-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-07-01 271275246 BEYOND 12 EDUCATION INC BEYO 8666997070 1625 CLAY STREET 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE CEO 8666997070 2024-01-19 1 ALEXANDRA BERNADOTTE 999009999 0 SHANNON CROWLEY P01594935 7819821001 2024-01-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BEYOND 12 ALEXANDRA BERNADOTTE 1625 CLAY STREET 100 OAKLAND CA 94612 12526163 0 X WWW.BEYOND12.ORG X 2009 CA TO INCREASE THE NUMBER OF FIRST GENERATION, UNDERREPRESENTED AND LOW INCOME STUDENTS WHO GRADUATE FROM COLLEGES AND UNIVERSITIES. 9 8 82 8 0 0 3442541 10518704 1790856 1979848 4166 16513 884 11098 5238447 12526163 0 0 0 0 5683226 7466264 0 0 349292 3531369 4055857 9214595 11522121 -3976148 1004042 4979913 6703379 884006 1603430 4095907 5099949 X TO INCREASE THE NUMBER OF LOW INCOME, FIRST GENERATION, HISTORICALLY UNDERREPRESENTED STUDENTS WHO GRADUATE FROM OUR NATION'S COLLEGES AND UNIVERSITIES. THROUGH A LONGITUDINAL STUDENT TRACKING PLATFORM AND A PERSONALIZED STUDENT COACHING SERVICE, BEYOND 12 HELPS SCHOOLS AND COLLEGES PROVIDE THEIR STUDENTS WITH THE ACADEMIC, SOCIAL, AND EMOTIONAL SUPPORT THEY NEED TO SUCCEED IN HIGHER EDUCATION. 0 0 5267206 1732182 POSTSECONDARY STUDENT COACHING: RESEARCH HAS SHOWN THAT ACADEMIC, SOCIAL, AND EMOTIONAL ENGAGEMENT ARE CRUCIAL TO SUCCESS IN COLLEGE, AND THAT HANDS-ON SUPPORT IS OFTEN CRITICAL TO ENSURING THAT STUDENTS FROM LOW-INCOME BACKGROUNDS PERSIST PAST THE DIFFICULT FIRST YEARS. TO COMPLEMENT ITS ALUMNI TRACKING EFFORTS AND TO PROVIDE STUDENTS WHO MOST NEED HELP WITH CRUCIAL SUPPORT SYSTEM, BEYOND 12 HAS CREATED A NETWORK OF POSTSECONDARY COACHES WHO PROVIDE 1:1 COACHING SERVICES TO STUDENTS WHO ATTEND ITS PARTNER PROGRAMS, BEGINNING THE SUMMER AFTER THEIR SENIOR YEAR OF HIGH SCHOOL AND CONTINUING THROUGH THEIR SECOND YEAR OF COLLEGE. IN THIS "NEAR PEER" MODEL, RECENT COLLEGE GRADUATES WHO SUCCESSFULLY COMPLETED THEIR OWN COLLEGE DEGREES, THE MAJORITY OF WHO ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, ARE ASSIGNED TO COLLEGE-BOUND HIGH SCHOOL GRADUATES. IN ADDITION TO BEING MATCHED BASED ON SHARED ACADEMIC, PROFESSIONAL AND PERSONAL INTERESTS, COACHES ARE MATCHED WITH STUDENTS WHO WILL ATTEND THEIR ALMA MATER OR A SIMILAR INSTITUTION SO THEY ARE FAMILIAR WITH THE CHARACTERISTICS THAT MAKE THEIR INSTITUTION UNIQUE AND CAN PROVIDE CONTEXT-SPECIFIC GUIDANCE. COACHES ARE CAREFULLY SCREENED, SELECTED AND TRAINED, AND COMMIT TO WORKING WITH THEIR STUDENTS FOR A MINIMUM OF TWO YEARS. COACHES AND STUDENTS STAY IN REGULAR CONTACT VIRTUALLY, THROUGH VIDEO CHAT, TELEPHONE, EMAIL, TEXT MESSAGING, AND SOCIAL NETWORKING PLATFORMS. COACHES HELP STUDENTS NAVIGATE THE DIFFICULT HIGH SCHOOL-TO-COLLEGE TRANSITION AND TO IMPROVE THEIR EFFECTIVENESS IN AND OUT OF THE CLASSROOM WHEN THEY ARE ON THEIR COLLEGE CAMPUS. COACHES INTERACT WITH STUDENTS FOR 30-MINUTE SESSIONS THAT OCCUR WEEKLY, BI-MONTHLY, OR MONTHLY, DEPENDING ON A STUDENT'S NEEDS AND RISK PROFILE. ULTIMATELY, COACHES HELP STUDENTS MAKE THE MOST OF THEIR COLLEGE EXPERIENCE BY HELPING THEM BECOME ACADEMICALLY AND SOCIALLY ENGAGED IN CAMPUS LIFE. THE INTENSIVE SUPPORTS STUDENTS RECEIVE FROM THEIR COACH DURING THEIR FIRST TWO YEARS OF COLLEGE HELPS THEM BUILD THE FOUNDATION FOR THE FUTURE ACADEMIC, FINANCIAL, SOCIAL AND PERSONAL SUCCESS. 4225848 247666 BEYOND 12 IS A TECHNOLOGY-BASED SERVICES ORGANIZATION THAT ADVANCES ITS MISSION THROUGH TWO CORE ACTIVITIES: AN INNOVATIVE TECHNOLOGY PRODUCT AND A PERSONALIZED COACHING SERVICE. THE BEYOND 12 PLATFORM ALLOWS HIGH SCHOOLS, COLLEGE ACCESS ORGANIZATIONS, AND COLLEGES TO COLLECT, TRACK, ANALYZE, AND SHARE LONGITUDINAL STUDENT PERFORMANCE DATA. KEY COMPONENTS OF THE SYSTEM INCLUDE: A FIRST-OF-ITS KIND ALUMNI TRACKER THAT ALLOWS HIGH SCHOOLS TO TRACK THEIR ALUMNI'S QUALITATIVE AND QUANTITATIVE COLLEGE DATA TO ENABLE THEM TO EVALUATE THE EFFICACY OF THEIR COLLEGE READINESS MODELS AND TO INFORM FUTURE PROGRAM DESIGN. A STUDENT MOBILE APPLICATION, CONNECTED TO THE ALUMNI TRACKER, THAT ALLOWS STUDENTS TO REPORT POST-SECONDARY DATA TO THEIR HIGH SCHOOLS. THE TOOLS ALSO ALLOW STUDENTS TO SET GOALS, ASSESS THEIR COLLEGE PROGRESS, AND CONNECT WITH PEERS WHO SHARE COMMON ACADEMIC AND CAREER INTERESTS. AN ANALYTICS ENGINE THAT INTEGRATES DATA FROM MULTIPLE SOURCES AND ALLOWS BEYOND 12 TO CREATE A COMPREHENSIVE STUDENT RISK AND SUCCESS PROFILE. WHEN IT IS FULLY DEVELOPED, THE ENGINE WILL ACT AS AN EARLY DETECTION SYSTEM FOR OUR COLLEGE PARTNERS AND WILL COMBINE PREDICTIVE MODELING WITH DATA MINING TO ASSESS A STUDENT'S RISK OF DROPPING OUT OF COLLEGE. 11098 11098 9493054 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ALEXANDRA BERNADOTTE 8666997070 1625 CLAY STREET STE 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE FOUNDER & CEO/DIRECTOR 40.00 X X 273342 0 27105 JAN GILBOY CHIEF OF SALES 40.00 X 239162 0 10169 CHRISTOPHER CO CTO & HEAD OF PRODUCT 40.00 X 193836 0 19262 PETER DEVROEDE SENIOR DIRECTOR OF ENGINEER 40.00 X 175673 0 21426 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 40.00 X 194985 0 578 PAYAL PATEL SENIOR DIR. OF FINANCE AND OPERATIONS 40.00 X 168191 0 7361 HEATHER CRAIG CHIEF PROGRAM OFFICER 40.00 X 236507 0 9303 DAN KURTZ LEAD SOFTWARE ARCHITECT 40.00 X 157610 0 6979 KATHERINE ZEPEDA CHIEF OF STAFF 40.00 X 151662 0 7114 LARA SIDHU DIRECTOR OF PROGRAM 40.00 X 140559 0 14004 TULAINE MONTGOMERY DIRECTOR 2.00 X 0 0 0 DEBORAH MCGRIFF DIRECTOR 2.00 X 0 0 0 ETHAN BEARD DIRECTOR 2.00 X 0 0 0 SHONDA RHIMES DIRECTOR 2.00 X 0 0 0 CARMEN ROJAS DIRECTOR THRU 03/2023 2.00 X 0 0 0 RENUKA KHER CHAIR/DIRECTOR 2.00 X X 0 0 0 ANGELA JACKSON VICE CHAIR/DIRECTOR A/O 08/25/22 2.00 X X 0 0 0 NATALIE WALROND TREASURER/DIRECTOR 2.00 X X 0 0 0 SCOTT MORGAN SECRETARY/DIRECTOR 2.00 X X 0 0 0 BARBARA MCALLISTER WHYE VICE CHAIR/DIRECTOR THRU 09/2022 2.00 X X 0 0 0 1931527 0 123301 21 0 1 0 MALIKSI US INC 340 S LEMON AVENUE UNIT 4511 WALNUT CA 91789 TECHNOLOGY CONSULTING 649215 WE ARE RALLY INC 5670 WILSHIRE BLVD SUITE 820 LOS ANGELES CA 90036 CONSULTING 160000 DISCOURSE ANALYTICS INC 4929 BETHESDA AVENUE SUITE 200 POTOMAC MD 20854 CONSULTING 146983 PROJECT BASTA 500 FASHION AVENUE 9TH FLOOR NEW YORK NY 10018 CONSULTING 137433 4 10518704 10518704 COACHING SERVICES 611710 1732182 1732182 TECHNOLOGY PLATFORM 611710 245289 245289 TRAINING FEES 611710 2377 2377 1979848 16513 16513 MISC REVENUE 611710 11098 11098 11098 12526163 1990946 0 16513 X 1252099 951336 137927 162836 5191430 4780851 327909 82670 547030 502492 31847 12691 475705 431115 30834 13756 1723 1723 35316 35316 2698769 1835844 826672 36253 185433 63581 120176 1676 328294 326769 1525 311663 294029 7833 9801 171473 123001 24269 24203 34883 31143 2469 1271 32889 29796 2083 1010 RECRUITMENT AND TRAININ 152453 68356 82062 2035 TELEPHONE 75573 54741 19742 1090 DUES AND PUBLICATIONS 13825 13825 MISCELLANEOUS 13563 13563 11522121 9493054 1679775 349292 4375200 2524829 50000 3477349 335879 308353 136211 144032 208713 164963 61705 43750 184148 20918 20918 4979913 6703379 659467 512403 198365 104529 800000 26174 186498 884006 1603430 X 3413577 396736 682330 4703213 4095907 5099949 4979913 6703379 1004042 0 X 0 1 X 1 0 X 5120225 4242176 12637031 3442541 10518704 35960677 5120225 4242176 12637031 3442541 10518704 35960677 6200812 29759865 16513 16513 15 884 11098 11997 35989187 6287708 0.82690 0.76340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 15. 2021 AMOUNT: $ 884. 2022 AMOUNT: $ 11,098. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208713 164963 43750 43750 LEASE LIABILITY 186498 186498 X 13773273 1247110 1247110 12526163 0 12526163 12769231 1247110 1247110 11522121 0 11522121 PART X, LINE 2: BEYOND 12 RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. BEYOND 12 HAS EVALUATED ITS CURRENT TAX POSITION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X X X 0 0 0 0 0 0 0 0 0 ALEXANDRA BERNADOTTE FOUNDER & CEO/DIRECTOR 273342 0 0 0 0 0 0 0 27105 0 300447 0 0 0 JAN GILBOY CHIEF OF SALES 239162 0 0 0 0 0 0 0 10169 0 249331 0 0 0 CHRISTOPHER CO CTO & HEAD OF PRODUCT 193836 0 0 0 0 0 0 0 19262 0 213098 0 0 0 PETER DEVROEDE SENIOR DIRECTOR OF ENGINEER 175673 0 0 0 0 0 0 0 21426 0 197099 0 0 0 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 194985 0 0 0 0 0 0 0 578 0 195563 0 0 0 PAYAL PATEL SENIOR DIR. OF FINANCE AND OPERATION 168191 0 0 0 0 0 0 0 7361 0 175552 0 0 0 HEATHER CRAIG CHIEF PROGRAM OFFICER 236507 0 0 0 0 0 0 0 9303 0 245810 0 0 0 DAN KURTZ LEAD SOFTWARE ARCHITECT 157610 0 0 0 0 0 0 0 6979 0 164589 0 0 0 KATHERINE ZEPEDA CHIEF OF STAFF 151662 0 0 0 0 0 0 0 7114 0 158776 0 0 0 LARA SIDHU DIRECTOR OF PROGRAM 140559 0 0 0 0 0 0 0 14004 0 154563 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY REVIEWED BY THE CEO, DIRECTOR OF FINANCE & OPERATIONS, AND BOOKKEEPER, WITH CORRECTIONS SENT TO THE PAID PREPARER. ONCE APPROVED, THE AUDIT COMMITTEE RECEIVES A COPY FOR REVIEW. AFTER FINAL CORRECTIONS ARE MADE, EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE 990. THE BOARD THEN VOTES TO APPROVE THE 990, AFTER WHICH THE CEO SIGNS THE RETURN FOR FINAL FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY HOLDING QUARTERLY BOARD MEETINGS. THE POLICY APPLIES TO THE DIRECTORS, PRINCIPAL OFFICERS AND THE MEMBERS OF THE BOARD. THE FULL BOARD IS INVOLVED IN THE DETERMINATION OF THE CONFLICT OF INTEREST EXCLUDING THE INTERESTED PERSON. THE CONFLICTS ARE REVIEWED AT THE BOARD LEVEL. THE INTERESTED PERSONS ARE EXCLUDED FROM THE DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 AN EXTERNAL CONSULTING FIRM PERFORMED AN EXTENSIVE COMPENSATION ANALYSIS OF THE ENTIRE STAFF IN 2022. THEIR FINDINGS AND DOCUMENTATION WERE REVIEWED BY MANAGEMENT. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD PERFORMED A NEW ANALYSIS AND DEVELOPED A MEMO OF THEIR RECOMMENDATION FOR THE CEO'S COMPENSATION IN 2022. THE CEO'S COMPENSATION ADJUSTMENT WAS REVIEWED AND APPROVED BY THE FULL BOARD. THE GOVERNING BOARD ANNUALLY REVIEWS AND APPROVES OFFICER AND STAFF COMPENSATION. THE DISCUSSIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING BOARD PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 73,493. MANAGEMENT AND GENERAL EXPENSES 5,833. FUNDRAISING EXPENSES 1,328. TOTAL EXPENSES 80,654. PROFESSIONAL FEES: OTHER: PROGRAM SERVICE EXPENSES 943,000. MANAGEMENT AND GENERAL EXPENSES 820,839. FUNDRAISING EXPENSES 34,925. TOTAL EXPENSES 1,798,764. TECHNOLOGY CONSULTING: PROGRAM SERVICE EXPENSES 819,351. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 819,351.