2026-05-04T10:05:23-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 271275246 BEYOND 12 EDUCATION INC BEYO 8666997070 1625 CLAY STREET 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE CEO 8666997070 2026-05-04 1 0 LUKE BURNETT P01079018 9786202000 2026-04-16 2024 2025-03-06 01:10:19Z BEYOND 12 ALEXANDRA BERNADOTTE 1625 CLAY STREET 100 OAKLAND CA 94612 6911664 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 69 9 0 0 7175258 5590275 1277014 1316980 4906 101 4173 4308 8461351 6911664 0 50000 0 0 7089346 4792827 0 0 389644 2529499 1853145 9618845 6695972 -1157494 215692 5856193 5423034 1913738 1264887 3942455 4158147 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 1631727 50000 1146818 BEYOND 12 IS A TECHNOLOGY-ENABLED SERVICE ORGANIZATION THAT PARTNERS WITH HIGH SCHOOLS, COLLEGE SUCCESS ORGANIZATIONS, AND COLLEGES THAT ARE COMMITTED TO HELPING THEIR STUDENTS SUCCEED IN HIGHER EDUCATION. THROUGH A DIGITAL PLATFORM THAT COMBINES HUMAN COACHES WHO WORK WITH STUDENTS VIRTUALLY WHILE THEY'RE IN COLLEGE AND AN AI-POWERED ANALYTICS ENGINE, BEYOND 12 HELPS INSTITUTIONS PROVIDE THEIR STUDENTS WITH THE ACADEMIC, SOCIAL, AND EMOTIONAL SUPPORT THEY NEED TO SUCCEED IN HIGHER EDUCATION AND BEYOND.PERSONALIZED STUDENT COACHING - RESEARCH HAS SHOWN THAT ACADEMIC, SOCIAL, AND EMOTIONAL ENGAGEMENT ARE CRUCIAL TO STUDENT SUCCESS IN COLLEGE AND THAT HANDS-ON SUPPORT IS OFTEN CRITICAL TO ENSURING THAT STUDENTS FROM UNDERRESOURCED COMMUNITIES PERSIST PAST THE DIFFICULT FIRST YEARS. BEYOND 12 HIRES FULL-TIME COACHES WHO SUPPORT STUDENTS VIRTUALLY (VIA VIDEO CHAT, TEXT, PHONE, EMAIL, AND SOCIAL MEDIA) BEGINNING THE SUMMER AFTER THEIR HIGH SCHOOL GRADUATION AND TYPICALLY LASTING THROUGH THEIR FIRST TWO YEARS OF COLLEGE. COACHES ARE "NEAR PEERS AND MANY ARE THE FIRST IN THEIR FAMILIES TO GRADUATE FROM COLLEGE, SO THEY UNDERSTAND FIRSTHAND THE CHALLENGES STUDENTS EXPERIENCE ON THE ROAD TO EARNING A COLLEGE DEGREE. COACHES INTERACT WITH STUDENTS FOR 30-MINUTE SESSIONS THAT OCCUR BIMONTHLY OR MONTHLY, DEPENDING ON A STUDENT'S NEEDS AND RISK PROFILE, AND HELP THEM NAVIGATE SIX KEY CHALLENGE AREAS: ACHIEVING ACADEMIC, PERSONAL, AND CAREER GOALS; BALANCING SCHOOL, WORK, LIFE, AND EXTRACURRICULAR ACTIVITIES; UTILIZING CAMPUS RESOURCES; UNDERSTANDING AND ACCESSING AVAILABLE FINANCIAL RESOURCES; NETWORKING AND BUILDING SOCIAL CAPITAL; AND PLANNING FOR COLLEGE GRADUATION AND CAREER. NOT ONLY DO COACHES HELP STUDENTS NAVIGATE THE STRUCTURAL BARRIERS THAT STAND IN THE WAY OF THEIR SUCCESS, BUT THEY ALSO HELP THEM STRENGTHEN THEIR RESILIENCE, SELF-EFFICACY, ENGAGEMENT, AND CONNECTION. 3699114 174470 COACHING AND ANALYTICS PLATFORM - ORGANIZED AROUND AN EVIDENCE-BASED CURRICULUM, BEYOND 12'S DIGITAL COACHING PLATFORM HELPS INSTITUTIONS IDENTIFY AND ADDRESS THE STRUCTURAL BARRIERS STUDENTS FACE BEFORE THOSE CHALLENGES LEAD TO ATTRITION. KEY COMPONENTS OF THE PLATFORM INCLUDE: A STUDENT TRACKER THAT ALLOWS PRE-COLLEGE ORGANIZATIONS TO COLLECT, TRACK, AND ANALYZE THEIR ALUMNI'S COLLEGE AND WORKFORCE DATA TO EVALUATE THE EFFICACY OF THEIR COLLEGE-READINESS MODELS AND INFORM FUTURE PROGRAM DESIGN; A CAMPUS-CUSTOMIZED APP THAT REMINDS STUDENTS OF THE ACTIVITIES, DEADLINES, AND BEHAVIORS THAT LEAD TO SUCCESS, TRANSLATING ESSENTIAL COLLEGE TASKS INTO ACTIONABLE, BITE-SIZE STEPS; AND AN ANALYTICS ENGINE THAT USES MACHINE LEARNING TO PREDICT A STUDENT'S LIKELIHOOD OF DROPPING OUT. TRAINED ON HISTORICAL BEYOND 12 STUDENT DATA, UP-TO-DATE INSTITUTIONAL DATA, AND A STUDENT'S OWN PERFORMANCE DATA-AND INFORMED BY ROBUST STUDENT PROGRESS DATA CAPTURED BY BEYOND 12 COACHES-THE MODEL GENERATES POINT-IN-TIME PREDICTIONS OF A STUDENT'S LIKELIHOOD OF RE-ENROLLING IN THE NEXT TERM. THESE TOOLS ALLOW BEYOND 12 TO BETTER PREDICT WHICH STUDENTS NEED HELP AND WHEN, PROVIDE THE RIGHT TYPE OF SUPPORT, AND SHARE ACTIONABLE INSIGHTS WITH ITS PARTNERS TO HELP THEM BETTER SUPPORT STUDENTS FOR COLLEGE, CAREER, AND LIFE SUCCESS. 5330841 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X ALEXANDRA BERNADOTTE 8666997070 1625 CLAY STREET SUITE 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE FOUNDER & CEO 40.00 X X 291436 0 34458 ETHAN BEARD DIR. UNTIL 01/25, TREAS. AS OF 01/25 2.00 X X 0 0 0 SCOTT MORGAN SECRETARY 2.00 X X 0 0 0 NATALIE WALROND TREAS. UNTIL 01/25, CHAIR AS OF 1/25 2.00 X X 0 0 0 RENUKA KHER CHAIR UNTIL 01/25; COO AS OF 1/25 2.00 X X 0 0 0 ANGELA JACKSON VICE CHAIR 2.00 X X 0 0 0 DEBORAH MCGRIFF DIRECTOR 2.00 X 0 0 0 TULAINE MONTGOMERY DIRECTOR 2.00 X 0 0 0 SHONDA RHIMES DIRECTOR 2.00 X 0 0 0 JAMIE ROSENBERG DIRECTOR 2.00 X 0 0 0 HEATHER CRAIG CHIEF PROGRAM OFFICER 40.00 X 253615 0 42430 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 40.00 X 203096 0 36290 CHRISTOPHER CO CTO & HEAD OF PRODUCT 40.00 X 192325 0 51925 DANA PEREZ DIRECTOR OF STRATEGIC PARTNERSHIPS 40.00 X 178060 0 38220 PAYAL PATEL SR. DIR. OF FINANCE AND OPERATIONS 40.00 X 176632 0 14926 JEANETTE CORONA SENIOR PRODUCT MANAGER 40.00 X 145209 0 22808 FRANCIS TOMPKINS SENIOR DIRECTOR OF PROGRAM 40.00 X 135738 0 7894 TIANNA SIMS-MILLER DIRECTOR OF DATA INSIGHTS 40.00 X 133159 0 18052 1709270 0 267003 15 0 1 0 MDRC 200 VESEY STREET 23RD FLOOR NEW YORK NY 10281 EVALUATION SUPPORT 250121 WE ARE RALLY INC 5670 WILSHIRE BLVD SUITE 820 LOS ANGELES CA 90036 PROGRAM CONSULTING 130512 DOC HOLLIDAY WORDSMITHING 3013 GRAYLAND AVE RICHMOND VA 23221 PROGRAM CONSULTING 105472 3 5590275 5590275 COACHING SERVICES 611710 1146318 1146318 TECHNOLOGY PLATFORM 611710 170162 170162 TRAINING FEES 611710 500 500 1316980 101 101 MISC REVENUE 611710 4308 4308 4308 6911664 1321288 0 101 X 50000 50000 946922 672835 105347 168740 3150805 2608835 422816 119154 387019 322908 47448 16663 308081 256209 35089 16783 725 725 56074 56074 817943 697544 112231 8168 72043 41064 30259 720 398191 327556 67059 3576 195185 157774 24737 12674 79692 40450 11379 27863 20549 10480 3699 6370 16000 9101 6664 235 13739 11067 1751 921 33963 28002 3940 2021 TELEPHONE 53628 39439 12449 1740 RECRUITMENT AND TRAININ 47268 40048 7220 DUES AND PUBLICATIONS 17180 13955 3225 30965 17529 12645 791 6695972 5330841 975487 389644 3152526 1760311 200309 2064415 2976903 166618 198666 181296 150733 210993 208187 14265 2806 0 0 277073 133306 5856193 5423034 782292 299629 74728 51182 800000 800000 256718 114076 1913738 1264887 X 103636 99804 3838819 4058343 3942455 4158147 5856193 5423034 215692 0 X 0 1 X 1 0 X 12637031 3442541 10518704 7175258 5590275 39363809 12637031 3442541 10518704 7175258 5590275 39363809 5848945 33514864 16513 4906 101 21520 15 884 11098 4173 4308 20478 39405807 7388071 0.85050 0.87300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 15. 2021 AMOUNT: $ 884. 2022 AMOUNT: $ 11,098. 2023 AMOUNT: $ 4,173. 2024 AMOUNT: $ 4,308. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 210993 208187 2806 2806 LEASE LIABILITY 114076 114076 X 7901599 989935 989935 6911664 0 6911664 7685907 989935 989935 6695972 0 6695972 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, 2025, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 RICHMOND PROMISE INC 440 CIVIC CENTER PLAZA 2ND FLOOR RICHMOND CA 94804 811653085 501(C)(3) 50000 0 N/A N/A SUPPORT FOR EVALUATION SUPPORT WORK WITH EASE 1 PART I, LINE 2: THIS WAS A ONE-TIME SUB-GRANT MADE AS PART OF A GRANT WE RECEIVED. X X X 0 0 0 0 0 0 0 0 0 ALEXANDRA BERNADOTTE FOUNDER & CEO 291436 0 0 0 0 0 0 0 34458 0 325894 0 0 0 HEATHER CRAIG CHIEF PROGRAM OFFICER 253615 0 0 0 0 0 30500 0 11930 0 296045 0 0 0 CHRISTOPHER CO CTO & HEAD OF PRODUCT 192325 0 0 0 0 0 23000 0 28925 0 244250 0 0 0 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 203096 0 0 0 0 0 23000 0 13290 0 239386 0 0 0 DANA PEREZ DIRECTOR OF STRATEGIC PARTNERSHIPS 178060 0 0 0 0 0 11237 0 26983 0 216280 0 0 0 PAYAL PATEL SR. DIR. OF FINANCE AND OPERATIONS 176632 0 0 0 0 0 0 0 14926 0 191558 0 0 0 JEANETTE CORONA SENIOR PRODUCT MANAGER 145209 0 0 0 0 0 2250 0 20558 0 168017 0 0 0 TIANNA SIMS-MILLER DIRECTOR OF DATA INSIGHTS 133159 0 0 0 0 0 5010 0 13042 0 151211 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. 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 THE ORGANIZATION CONDUCTS AN ANNUAL COMPENSATION REVIEW AS PART OF ITS BUDGETING PROCESS. THIS REVIEW CONSIDERS MULTIPLE FACTORS TO ENSURE COMPENSATION REMAINS REASONABLE AND COMPETITIVE, INCLUDING: MARKET DATA FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS; REGIONAL COST-OF-LIVING AND REGULATORY DIFFERENCES THAT AFFECT COMPENSATION LEVELS FOR THE SAME ROLE IN DIFFERENT LOCATIONS (E.G., STATE-MANDATED THRESHOLDS); CHANGES IN AN EMPLOYEE'S SCOPE OF WORK OR EXPANDED RESPONSIBILITIES; AND APPLICABLE COMPLIANCE REQUIREMENTS. IN ADDITION, THE ORGANIZATION PERIODICALLY PROVIDES ONE-TIME COST-OF-LIVING ADJUSTMENTS TO SUPPORT SALARY GROWTH FOR ELIGIBLE STAFF. ELIGIBILITY CRITERIA FOR SUCH ADJUSTMENTS ARE ESTABLISHED BY POLICY, DOCUMENTED, AND COMMUNICATED TO STAFF IN ADVANCE. ADJUSTMENTS ARE MADE ON A CASE-BY-CASE BASIS WHEN THE REVIEW IDENTIFIES A MATERIAL VARIANCE FROM MARKET OR WHEN A DOCUMENTED CHANGE IN ROLE OR REGULATORY ENVIRONMENT WARRANTS A CHANGE IN PAY. STAFF COMPENSATION DECISIONS ARE REVIEWED AND APPROVED BY THE CEO; THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. 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 PROFESSIONAL FEES: OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 64,151. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,151. CONSULTING: PROGRAM SERVICE EXPENSES 55,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,403. PEO FEES: PROGRAM SERVICE EXPENSES 50,274. MANAGEMENT AND GENERAL EXPENSES 6,612. FUNDRAISING EXPENSES 1,670. TOTAL EXPENSES 58,556. COACHING PROGRAM: PROGRAM SERVICE EXPENSES 30,392. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,392. PRODUCT AND ENGINEERING: PROGRAM SERVICE EXPENSES 256,223. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 256,223. DATA AND RESEARCH: PROGRAM SERVICE EXPENSES 216,117. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,117. GEN AI: PROGRAM SERVICE EXPENSES 89,135. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,135. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 41,468. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,468. DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,498. TOTAL EXPENSES 6,498.