2016-03-11T21:27:29-06:00 2015-06-30 941668792 PETRINOVICH PUGH & COMPANY LLP 333 WEST SANTA CLARA ST 830 SAN JOSE CA 951131716 990 2014-07-01 271275246 BEYOND 12 BEYO 4157629074 901 MISSION STREET NO 205 SAN FRANCISCO CA 94103 ALEXANDRA BERNADOTTE CEO 4157629074 2016-03-11 1 JOHN KAWAMOTO P00476783 4082877911 2014 2016-08-17 19:52:53Z ALEXANDRA BERNADOTTE 901 MISSION STREET NO 205 SAN FRANCISCO CA 94103 2096257 0 X HTTP://WWW.BEYOND12.ORG X 2009 CA TO INCREASE THE NUMBER OF FIRST GENERATION, UNDERREPRESENTED AND LOW INCOME STUDENTS WHO GRADUATE FROM COLLEGES AND UNIVERSITIES. 12 12 16 13 0 0 683548 1780660 386305 315597 0 0 0 0 1069853 2096257 0 0 0 0 725223 748586 0 0 55253 478953 1196532 1204176 1945118 -134323 151139 249278 367836 299419 266838 -50141 100998 X TO INCREASE THE NUMBER OF FIRST GENERATION, UNDERREPRESENTED AND LOW INCOME STUDENTS WHO GRADUATE FROM OUR NATION'S COLLEGES AND UNIVERSITIES. OUR VISION IS THAT ONE DAY, EVERY STUDENT WHO ENROLLS IN COLLEGE WILL BE PREPARED TO HANDLE THE RIGORS OF HIGHER EDUCATION AND WILL EARN A DEGREE WITH GENUINE ECONOMIC VALUE. 0 0 716914 252250 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 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 ENGAGEMENT APPLICATION, CONNECTED TO THE ALUMNI TRACKER, THAT ALLOWS STUDENTS TO REPORT POSTSECONDARY DATA TO THEIR HIGH SCHOOLS. THE TOOL ALSO ALLOWS 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. 1028891 63347 POSTSECONDARY STUDENT COACHING (THE SERVICE)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 A 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 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, AND HELP STUDENTS NAVIGATE THE DIFFICULT HIGH SCHOOL-TO-COLLEGE TRANSITION.COACHES AND STUDENTS STAY IN REGULAR CONTACT VIRTUALLY, THROUGH VIDEO SKYPE, TELEPHONE, EMAIL, TEXT MESSAGING, FACEBOOK, AND OTHER SOCIAL NETWORKING PLATFORMS. COACHES HELP STUDENTS NAVIGATE THE DIFFICULT HIGH SCHOOL-TO-COLLEGE TRANSITION AND, ONCE STUDENTS ARRIVE ON THEIR COLLEGE CAMPUSES, IMPROVE THEIR EFFECTIVENESS IN AND OUT OF THE CLASSROOM. 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. 1745805 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 17 0 16 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BEYOND 12 4157629074 901 MISSION STREET NO 205 SAN FRANCISCO CA 94103 ALEXANDRA BERNADOTTE CEO & DIRECTOR 50.00 X X 115240 0 15463 ADAM PARK DIRECTOR 2.00 X 0 0 0 SCOTT MORGAN SECRETARY 2.00 X X 0 0 0 ERIC SCHWARZ DIRECTOR 2.00 X 0 0 0 DEBORAH MCGRIFF BOARD CHAIR 2.00 X X 0 0 0 NATALIE WALROND TREASURER 2.00 X X 0 0 0 ETHAN BEARD DIRECTOR 2.00 X 0 0 0 NATASHA DOLBY DIRECTOR 2.00 X 0 0 0 TYLER EDELSTEIN DIRECTOR 2.00 X 0 0 0 RENUKA KHER DIRECTOR 2.00 X 0 0 0 SANGEETH PERURI DIRECTOR 2.00 X 0 0 0 SHONDA RHIMES DIRECTOR 2.00 X 0 0 0 115240 0 15463 1 0 0 0 IDEO LP 715 ALMA STREET PALO ALTO CA 94301 TECHNOLOGY SERVICES 213000 1 1780660 1780660 PROGRAM SERVICE FEES 519100 315597 315597 315597 2096257 315597 0 0 X 128708 62286 27254 39168 514959 505073 9886 45882 42564 2008 1310 59037 52811 3195 3031 572385 495916 72215 4254 11397 6601 4796 451058 451058 13162 13162 103968 80337 17222 6409 4303 3816 246 241 9713 8477 651 585 TRAINING AND RECRUITMEN 18525 17070 1455 SUPPLIES 10600 6279 4072 249 MISCELLANEOUS 705 705 PRINTING 516 155 355 6 200 200 1945118 1745805 144060 55253 16099 271956 83333 20000 104472 12732 24238 31098 26237 9997 5326 16240 15810 15810 249278 367836 178221 172610 121198 94228 299419 266838 X -83475 100998 33334 0 -50141 100998 249278 367836 151139 0 X X 0 1 X 1 0 X 1000875 472034 701267 683548 1907533 4765257 1000875 472034 701267 683548 1907533 4765257 1107560 3657697 4765257 1384150 0.76760 0.92300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26237 9997 16240 16240 X 2223130 126873 126873 2096257 0 2096257 2071991 126873 126873 1945118 0 1945118 PART X, LINE 2: INCOME TAXES ARE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS SINCE THE CORPORATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. BEYOND 12 HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION. BEYOND 12 HAS ADOPTED ASC 740-10-25, RECOGNITION OF INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN BEYOND 12'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740-10-25 AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740-10-25 ALSO PROVIDES GUIDANCE ON DERECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BEYOND 12 FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. BEYOND 12'S FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS 2011 AND FORWARD REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. BEYOND 12'S CALIFORNIA INCOME TAX RETURNS FOR THE TAX YEARS 2010 AND FORWARD REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. BEYOND 12 DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2015 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT 12 MONTHS. IN CONNECTION WITH THE ADOPTION OF ASC 740-10-25, BEYOND 12 WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. BEYOND 12 BELIEVES THAT THERE IS NO INTEREST OR PENALTY TO ACCRUE RELATED TO UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE CEO SALARY IS DETERMINED FIRST THROUGH A BENCHMARKING STUDY OF OTHER CEO COMPENSATION AT SIMILAR ORGANIZATIONS, IN WHICH A REVIEW OF SIMILAR ORGANIZATION'S 990S IS PERFORMED. THE COMPENSATION IS THEN PUT TO A BOARD VOTE FOR FINAL APPROVAL. FORM 990, PART V, LINE 2A EMPLOYEES ARE RETAINED THROUGH A STAFFING SERVICE. BEYOND 12 USES EXECUSTAFF (A PROFESSIONAL EMPLOYER ORGANIZATION) TO HANDLE HUMAN RESOURCE TASKS AND OTHER PAYROLL RELATED DUTIES. ALL OF THE PAYROLL FORMS FOR BEYOND 12 ARE FILED UNDER THE NAME EXECUSTAFF. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR AND BOOKKEEPER, WITH CORRECTIONS SENT TO THE PAID PREPARER. ONCE APPROVED, THE FINANCE 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 EXECUTIVE DIRECTOR 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. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD ANNUALLY REVIEWS STAFF COMPENSATION AND SALARIES. 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 PUBLICALLY 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 PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 495,916. MANAGEMENT AND GENERAL EXPENSES 72,215. FUNDRAISING EXPENSES 4,254. TOTAL EXPENSES 572,385. FORM 990, PART XII, LINE 2C EACH YEAR, THE BOARD REVIEWS THE FINANCIAL STATEMENTS FOR ACCEPTANCE.