2021-05-04T14:36:40-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 271275246 BEYOND 12 EDUCATION INC BEYO 8666997070 1625 CLAY STREET NO 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE CEO 8666997070 2021-04-07 1 KATY BROWN P00650274 9257902600 2021-03-19 2019 2022-09-23 18:48:47Z BEYOND 12 ALEXANDRA BERNADOTTE 1625 CLAY STREET NO 100 OAKLAND CA 94612 5093686 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. 8 7 52 8 0 0 5120225 4257476 653401 832192 580 0 4020 4018 5778226 5093686 0 48295 0 0 2713306 3580037 0 0 508050 1933355 2458801 4646661 6087133 1131565 -993447 3452126 2393324 692885 627530 2759241 1765794 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 2756663 48295 660327 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 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 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. 1925745 171865 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. 4018 4018 4682408 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 23 0 1 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X ALEXANDRA BERNADOTTE 8666997070 1625 CLAY STREET NO 100 OAKLAND CA 94612 RENUKA KHER CHAIR 2.00 X X 0 0 0 BARBARA MCALLISTER WHYE VICE CHAIR 2.00 X X 0 0 0 SCOTT MORGAN SECRETARY 2.00 X X 0 0 0 NATALIE WALROND TREASURER 2.00 X 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 ALEXANDRA BERNADOTTE FOUNDER & CEO 40.00 X X 191227 0 13924 CHRISTOPHER CO CTO & HEAD OF PRODUCT 40.00 X 196572 0 5657 HEATHER DESVARIEUX CHIEF PROGRAM OFFICER 40.00 X 242440 0 3766 EVE SHAPIRO SENIOR DIRECTOR OF DATA AND RESEARCH 40.00 X 107200 0 640 DAN KURTZ SENIOR SOFTWARE ENGINEER 40.00 X 117397 0 5646 854836 0 29633 5 0 1 0 COLLEGE ADVISING CORPS 301 W BARBEE CHAPEL ROAD SUITE 210 CHAPEL HILL NC 27517 COACHING SERVICES 342737 RAISE FOR GOOD LLC 2537 LARKIN STREET SAN FRANCISCO CA 94109 CONSULTING SERVICES 190740 ROOT CAUSE INSTITUTE INC 101 MAIN STREET 15TH FLOOR CAMBRIDGE MA 02142 CONSULTING SERVICES 165000 THE OFFOR WALKER GROUP 500 S GENOIS STREET NEW ORLEANS LA 70119 RECRUITING SERVICES 135000 4 571800 3685676 487454 4257476 COACHING SERVICES 519100 660327 660327 TECHNOLOGY PLATFORM 519100 169865 169865 TRAINING FEES 519100 2000 2000 832192 BILLABLE EXPENSES INCO 900099 4018 4018 4018 5093686 836210 0 0 X 48295 48295 657471 429691 117806 109974 2518701 2221891 226152 70658 169969 151831 15830 2308 233896 198596 23959 11341 39388 39388 1140527 574331 277211 288985 215 60 155 130115 56201 71419 2495 581962 581111 851 290634 251252 26145 13237 115210 79606 29158 6446 4913 4848 65 34653 29058 3714 1881 10463 8120 1838 505 RECRUITING AND TRAINING 108881 47490 61391 OTHER EXPENSES 1840 27 1813 6087133 4682408 896675 508050 1213009 1439921 1950103 500000 131401 157901 73706 95474 250006 74206 59679 175800 24228 24228 3452126 2393324 632705 518588 38291 78816 21889 30126 692885 627530 X 147626 481006 2611615 1284788 2759241 1765794 3452126 2393324 -993447 0 X X 0 1 X 1 0 X 2607157 3433360 4190556 5120225 4242176 19593474 2607157 3433360 4190556 5120225 4242176 19593474 7551336 12042138 2440 2440 19595914 3097659 0.61450 0.60230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136372 74206 62166 113634 113634 175800 DEFERRED RENT 30126 30126 X 5561136 467450 467450 5093686 0 5093686 6554583 467450 467450 6087133 0 6087133 PART X, LINE 2: BEYOND 12 IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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, 2020, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 COVID-19 RELIEF SCHOLARSHIPS 105 48295 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 0 0 0 0 0 0 0 0 0 ALEXANDRA BERNADOTTE FOUNDER & CEO 191227 0 0 0 0 0 0 0 13924 0 205151 0 0 0 CHRISTOPHER CO CTO & HEAD OF PRODUCT 196572 0 0 0 0 0 0 0 5657 0 202229 0 0 0 HEATHER DESVARIEUX CHIEF PROGRAM OFFICER 242440 0 0 0 0 0 0 0 3766 0 246206 0 0 0 X 1 472154 FMV X OFFICE FURNITURE 1 15300 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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 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 THE GOVERNING BOARD ANNUALLY REVIEWS AND APPROVES OFFICER AND STAFF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE GOVERNING BOARD PROVIDES ITS FORMS 1023 AND 990 TO ANYONE REQUESTING THEM. FURTHERMORE, THE CALIFORNIA ATTORNEY GENERAL MAINTAINS A PUBLICLY VIEWABLE WEBSITE WITH SCANNED COPIES OF THE ORGANIZATION'S 990 INFORMATION RETURNS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING BOARD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ANYONE REQUESTING THEM. FORM 990, PART IX, LINE 11G ADMINISTRATIVE SUPPORT: PROGRAM SERVICE EXPENSES 52,325. MANAGEMENT AND GENERAL EXPENSES 35,608. FUNDRAISING EXPENSES 1,591. TOTAL EXPENSES 89,524. CONSULTING: PROGRAM SERVICE EXPENSES 516,499. MANAGEMENT AND GENERAL EXPENSES 219,003. FUNDRAISING EXPENSES 874. TOTAL EXPENSES 736,376. DESIGN: PROGRAM SERVICE EXPENSES 5,507. MANAGEMENT AND GENERAL EXPENSES 22,600. FUNDRAISING EXPENSES 6,500. TOTAL EXPENSES 34,607. RAISE FOR GOOD: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 280,020. TOTAL EXPENSES 280,020.