2015-05-15T18:33:04-05:00 2014-06-30 941668792 PETRINOVICH PUGH & COMPANY LLP 333 WEST SANTA CLARA ST 830 SAN JOSE CA 951131716 990 2013-07-01 271275246 BEYOND 12 BEYO 4157629074 901 MISSION STREET NO 205 SAN FRANCISCO CA 94103 ALEXANDRA BERNADOTTE CEO 4157629074 2015-05-14 1 JOHN KAWAMOTO P00476783 4082877911 2013 2016-02-25 16:41:14Z ALEXANDRA BERNADOTTE 901 MISSION STREET NO 205 SAN FRANCISCO CA 94103 1069853 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 17 11 0 0 701267 683548 396046 386305 0 0 0 0 1097313 1069853 0 0 0 0 680647 725223 0 0 58824 381674 478953 1062321 1204176 34992 -134323 431637 249278 347455 299419 84182 -50141 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 344831 233928 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. 632997 152377 POSTSECONDARY STUDENT COACHINGBEYOND 12 HAS CREATED A NETWORK OF POSTSECONDARY COACHES WHO PROVIDE 1:1 COACHING SERVICES TO STUDENTS WHO ATTEND OUR PARTNER SCHOOLS, BEGINNING IN THEIR SENIOR YEAR OF HIGH SCHOOL AND CONTINUING THROUGH THEIR SECOND YEAR OF COLLEGE. IN OUR "NEAR PEER" MODEL, RECENT COLLEGE GRADUATES WHO SUCCESSFULLY COMPLETED THEIR OWN COLLEGE DEGREES, THE MAJORITY OF WHOM ARE FROM DISADVANTAGED BACKGROUNDS THEMSELVES, ARE ASSIGNED TO COLLEGE-BOUND HIGH SCHOOL SENIORS. COACHES AND STUDENTS STAY IN REGULAR CONTACT VIA VIDEO SKYPE, TELEPHONE, EMAIL, TEXT MESSAGING AND FACEBOOK. COACHES HELP STUDENTS NAVIGATE THE DIFFICULT SCHOOL-TO-COLLEGE TRANSITION AND IMPROVE THEIR EFFECTIVENESS IN AND OUT OF THE CLASSROOM. THE INTENSIVE SUPPORT STUDENTS RECEIVE FROM THEIR COACH DURING THE FIRST TWO YEARS OF COLLEGE HELP THEM BUILD THE FOUNDATION FOR THEIR ACADEMIC, FINANCIAL, SOCIAL AND PERSONAL SUCCESS. 977828 1 1 0 0 0 0 0 0 0 0 1 0 0 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 0 0 0 1 X 14 0 1 17 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 CHIEF EXECUTIVE OFFICER & 50.00 X X 111023 0 16830 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 SHONDA RHIMES DIRECTOR 2.00 X 0 0 0 RENUKA KHER DIRECTOR 2.00 X 0 0 0 TYLER EDELSTEIN DIRECTOR 2.00 X 0 0 0 SANGEETH PERURI DIRECTOR 2.00 X 0 0 0 111023 0 16830 1 0 0 0 EXPONENT PARTNERS 720 MARKET ST STE 600 SAN FRANCISCO CA 94102 SALESFORCE CONSULTANT 111051 1 683548 2618 683548 PROGRAM SERVICE FEES 519100 386305 386305 386305 1069853 386305 0 0 120000 48000 36000 36000 494740 456422 36936 1382 52984 44367 5538 3079 57499 48497 6080 2922 22680 21666 546 468 96885 42673 50584 3628 12755 7513 5242 198114 198114 57482 49559 5185 2738 49634 36755 7581 5298 2950 2404 361 185 10582 6871 3202 509 SUPPLIES 14599 9275 4313 1011 RECRUITING & TRAINING 9061 5096 2440 1525 IN-KIND 2618 135 2483 PRINTING 743 167 497 79 850 314 536 1204176 977828 167524 58824 14964 16099 328679 83333 60003 104472 6437 24238 11020 5694 5744 5326 15810 15810 431637 249278 174815 178221 142640 121198 30000 0 347455 299419 X -284497 -83475 368679 33334 84182 -50141 431637 249278 -134323 0 X X 1 X 0 1 0 X 589482 1000875 472034 701267 683548 3447206 589482 1000875 472034 701267 683548 3447206 393165 3054041 20 20 3447226 1068556 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11020 5694 5326 5326 DEPOSITS 15810 15810 FORM 990, PART X BEYOND 12 DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2014 AND 2013 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. AS OF JUNE 30, 2014 AND 2013, 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 III, LINE 1 DESCRIPTION OF ORGANIZATION ACTIVITIES: MISSION AND VISION BEYOND 12 IS A SAN FRANCISCO BASED, NATIONAL NONPROFIT ORGANIZATION WHOSE MISSION IS TO INCREASE THE NUMBER OF FIRST GENERATION, UNDERREPRESENTED AND LOW-INCOME STUDENTS WHO GRADUATE FROM OUR NATION'S COLLEGES AND UNIVERSITIES. THROUGH AN INNOVATIVE TECHNOLOGY PLATFORM AND A STUDENT COACHING SERVICE, BEYOND 12 ACTS AS A DATA AND SERVICE BRIDGE BETWEEN OUR LOWER AND HIGHER EDUCATION SYSTEMS TO HELP HIGH SCHOOLS AND COLLEGES PROVIDE THEIR STUDENTS WITH THE ACADEMIC, SOCIAL AND EMOTIONAL SUPPORT THEY NEED TO SUCCEED IN HIGHER EDUCATION. BEYOND 12'S VISION IS THAT ONE DAY, ALL STUDENTS WILL HAVE THE OPPORTUNITY TO EARN A COLLEGE DEGREE THAT PROVIDES THEM WITH MEANINGFUL ECONOMIC AND PERSONAL PROSPECTS. THEIR HIGH SCHOOLS WILL PREPARE THEM TO HANDLE THE CHALLENGING ACADEMIC, FINANCIAL AND SOCIAL ENVIRONMENT THEY WILL ENCOUNTER IN COLLEGE. ONCE ON CAMPUS, THEY WILL HAVE THE SUPPORT AND GUIDANCE THEY NEED TO GRADUATE WITH A VALUABLE DEGREE, ONE THAT ALLOWS THEM TO PROVIDE FOR THEIR FAMILIES, CONTRIBUTE TO SOCIETY AND BREAK THE CYCLE OF POVERTY FOR THE NEXT GENERATION. BY CREATING A CRITICAL FEEDBACK LOOP BETWEEN HIGH SCHOOLS AND COLLEGES, BEYOND 12 ELIMINATES THE ARTIFICIAL BARRIERS BETWEEN BOTH SYSTEMS AND FORMALIZES THE SHARING OF DATA SO STUDENTS ARE EQUIPPED TO THRIVE AND SUCCEED AT ALL LEVELS OF THEIR EDUCATIONAL JOURNEY. PROGRAMS & SERVICES 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. LONGITUDINAL STUDENT TRACKING (THE TECHNOLOGY) 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 TO 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. POSTSECONDARY 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 DATA 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 OUR PARTNER SCHOOLS, BEGINNING IN THEIR SENIOR YEAR OF HIGH SCHOOL AND CONTINUING THROUGH THEIR SECOND YEAR OF COLLEGE. IN OUR 'NEAR PEER' MODEL, RECENT COLLEGE GRADUATES WHO SUCCESSFULLY COMPLETED THEIR OWN COLLEGE DEGREES, THE MAJORITY OF WHOM ARE FROM DISADVANTAGED BACKGROUNDS THEMSELVES, ARE ASSIGNED TO COLLEGE-BOUND HIGH SCHOOL SENIORS. 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, 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 VIA VIDEO SKYPE, TELEPHONE, EMAIL, TEXT MESSAGING AND FACEBOOK. 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 HELP THEM BUILD THE FOUNDATION FOR THEIR ACADEMIC, FINANCIAL, SOCIAL, AND PERSONAL SUCCESS. FORM 990, PART V, LINE 2A EMPLOYEES ARE RETAINED THROUGH A STAFFING SERVICE. BEYOND 12, INC. 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.