2022-02-14T10:35:09-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2020-07-01 271275246 BEYOND 12 EDUCATION INC BEYO 8666997070 1625 CLAY STREET NO 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE CEO 8666997070 2022-02-12 1 ALEXANDRA BERNADOTTE 999009999 SHANNON CROWLEY P01594935 7819821001 2022-02-12 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z BEYOND 12 ALEXANDRA BERNADOTTE 1625 CLAY STREET NO 100 OAKLAND CA 94612 13660419 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. 11 10 54 10 0 0 4257476 12637031 832192 1023373 0 0 4018 15 5093686 13660419 48295 54400 0 0 3580037 4317601 0 0 405261 2458801 2982157 6087133 7354158 -993447 6306261 2393324 8854205 627530 782150 1765794 8072055 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 2763812 54400 764345 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, BEYOND12 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 WHOM ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE, ARE ASSIGNED TO COLLEGEBOUND 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 30MINUTE SESSIONS THAT OCCUR WEEKLY, BIMONTHLY, 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 SUPPORT STUDENTS RECEIVE FROM THEIR COACH DURING THEIR FIRST TWO YEARS OF COLLEGE HELPS THEM BUILD THE FOUNDATION FOR THEIR FUTURE ACADEMIC, FINANCIAL, SOCIAL, AND PERSONAL SUCCESS. 3175891 259028 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 POSTSECONDARY 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. 15 15 5939703 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 HEATHER DESVARIEUX CHIEF PROGRAM OFFICER 40.00 X 225609 0 6321 ALEXANDRA BERNADOTTE FOUNDER & CEO/DIRECTOR 40.00 X X 206316 0 15381 CHRISTOPHER CO CTO & HEAD OF PRODUCT 40.00 X 201039 0 1320 PAYEL PATEL SENIOR DIR. OF FINANCE AND OPERATIONS 40.00 X 161068 0 5857 MICHAEL FIIFI DEKU SENIOR PRODUCT MANAGER 40.00 X 149301 0 6699 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 40.00 X 143760 0 1578 DAN KURTZ SENIOR SOFTWARE ENGINEER 40.00 X 120931 0 5668 LARA SIDHU DIRECTOR OF PROGRAM 40.00 X 102900 0 8037 CARMEN ROJAS DIRECTOR A/O 03/17/21 2.00 X 0 0 0 TULAINE MONTGOMERY DIRECTOR A/O 03/17/21 2.00 X 0 0 0 ANGELA JACKSON DIRECTOR 2.00 X 0 0 0 SHONDA RHIMES DIRECTOR 2.00 X 0 0 0 ETHAN BEARD DIRECTOR 2.00 X 0 0 0 DEBORAH MCGRIFF DIRECTOR 2.00 X 0 0 0 RENUKA KHER CHAIR/DIRECTOR 2.00 X X 0 0 0 BARBARA MCALLISTER WHYE VICE CHAIR/DIRECTOR 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 1310924 0 50861 8 0 1 0 MALIKSI US INC 340 S LEMON AVENUE UNIT 4511 WALNUT CA 91789 TECHNOLOGY CONSULTING 468750 IDEO LP 780 HIGH STREET PALO ALTO CA 94301 CONSULTING 360889 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 CONSULTING 170000 RAISE FOR GOOD LLC 2537 LARKIN STREET SAN FRANCISCO CA 94109 CONSULTING 120000 BE CLEAR LLC 2255 SHERIDAN BOULEVARD UNIT C 10 EDGEWATER CO 80214 CONSULTING 103425 5 12637031 495568 12637031 COACHING SERVICES 900099 764345 764345 TECHNOLOGY PLATFORM 900099 258028 258028 TRAINING FEES 900099 1000 1000 1023373 MISC REVENUE 900099 15 15 15 13660419 1023388 0 0 X 54400 54400 718277 514264 98265 105748 3117262 2796078 271309 49875 201720 187506 12993 1221 280342 245769 25345 9228 39731 39731 1954347 1314526 415618 224203 2607 2607 79481 21002 57167 1312 297000 291841 5159 279169 247115 22780 9274 39 39 1891 1616 275 101645 88132 9603 3910 13675 11946 1239 490 RECRUITMENT AND TRAININ 152160 128566 23594 TELEPHONE 47994 34296 13698 PROFESSIONAL DEVELOPMEN 7861 7861 DUES AND PUBLICATIONS 4557 4557 7354158 5939703 1009194 405261 1439921 8011432 500000 375000 157901 119038 95474 203137 143565 99212 175800 44353 80327 24228 20918 2393324 8854205 518588 706051 78816 44476 30126 31623 627530 782150 X 481006 6615243 1284788 1456812 1765794 8072055 2393324 8854205 6306261 0 X 0 1 X 1 0 X 3433360 4190556 5120225 4242176 12637031 29623348 3433360 4190556 5120225 4242176 12637031 29623348 7985306 21638042 2440 15 2455 29625803 3719889 0.73040 0.61450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143565 99212 44353 44353 DEFERRED RENT 31623 31623 14165657 505238 505238 13660419 0 13660419 7859396 505238 505238 7354158 0 7354158 1 COVID-19 RELIEF SCHOLARSHIPS 115 54400 PART I, LINE 2: IN RESPONSE TO THE COVID-19 CRISIS, BEYOND 12 LAUNCHED A RESPONSE FUND UNDER SECTION 139 TO GIVE MICRO-GRANTS TO STUDENTS DEALING WITH THE UNEXPECTED FINANCIAL CHALLENGES ASSOCIATED WITH THE SHIFT TO VIRTUAL LEARNING AND CAMPUS CLOSURES, FLIGHTS HOME; FOOD/GROCERIES; TEMPORARY HOUSING; STORAGE FOR BELONGINGS; TECHNOLOGY EQUIPMENT, INCLUDING LAPTOPS AND PORTABLE WI-FI HOTSPOTS. STUDENTS WERE ABLE TO APPLY BASED ON NEED. THERE WAS NO MONITORING OF THE MICRO-GRANTS AFTER DISBURSEMENT. X X 0 0 0 0 0 0 0 0 0 HEATHER DESVARIEUX CHIEF PROGRAM OFFICER 225609 0 0 0 0 0 0 0 6321 0 231930 0 0 0 ALEXANDRA BERNADOTTE FOUNDER & CEO/DIRECTOR 206316 0 0 0 0 0 0 0 15381 0 221697 0 0 0 CHRISTOPHER CO CTO & HEAD OF PRODUCT 201039 0 0 0 0 0 0 0 1320 0 202359 0 0 0 PAYEL PATEL SENIOR DIR. OF FINANCE AND OPERATION 161068 0 0 0 0 0 0 0 5857 0 166925 0 0 0 MICHAEL FIIFI DEKU SENIOR PRODUCT MANAGER 149301 0 0 0 0 0 0 0 6699 0 156000 0 0 0 X 1 495568 FMV AT DONATION 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF DONORS WHO GAVE DONATIONS FOR SECURITIES PUBLICLY TRADED. 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 A COMPENSATION COMMITTEE CONDUCTED A COMPENSATION STUDY IN 2017 USING DATA FROM SIMILAR ORGANIZATIONS AND MARKET DATA. 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 FUNDRAISING-RAISE FOR GOOD: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 183,129. TOTAL EXPENSES 183,129. PAYROLL FEES : PROGRAM SERVICE EXPENSES 57,650. MANAGEMENT AND GENERAL EXPENSES 10,414. FUNDRAISING EXPENSES 949. TOTAL EXPENSES 69,013. PROFESSIONAL FEES: OTHER : PROGRAM SERVICE EXPENSES 543,015. MANAGEMENT AND GENERAL EXPENSES 405,204. FUNDRAISING EXPENSES 40,125. TOTAL EXPENSES 988,344. TECHNOLOGY CONSULTING: PROGRAM SERVICE EXPENSES 713,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 713,861.