2025-04-09T10:45:52-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-07-01 271275246 BEYOND 12 EDUCATION INC BEYO 8666997070 1625 CLAY STREET 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE CEO 8666997070 2025-04-05 1 0 SHANNON CROWLEY P01594935 7819821001 2025-04-05 2023 2025-03-06 01:10:19Z BEYOND 12 ALEXANDRA BERNADOTTE 1625 CLAY STREET 100 OAKLAND CA 94612 8461351 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. 10 9 81 9 0 0 10518704 7175258 1979848 1277014 16513 4906 11098 4173 12526163 8461351 0 0 0 0 7466264 7089346 0 0 367652 4055857 2529499 11522121 9618845 1004042 -1157494 6703379 5856193 1603430 1913738 5099949 3942455 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 4028769 286396 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. (1) 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. 3839713 994791 2) 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. 7868482 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 81 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ALEXANDRA BERNADOTTE 8666997070 1625 CLAY STREET STE 100 OAKLAND CA 94612 ALEXANDRA BERNADOTTE FOUNDER & CEO/DIRECTOR 40.00 X X 292082 0 31902 HEATHER CRAIG CHIEF PROGRAM OFFICER 40.00 X 249866 0 10346 JAN GILBOY CHIEF SALES OFFICER 40.00 X 235690 0 9796 PETER DEVROEDE SENIOR DIRECTOR OF ENGINEERING 40.00 X 183327 0 23385 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 40.00 X 197241 0 523 CHRISTOPHER CO CTO & HEAD OF PRODUCT 40.00 X 157991 0 29771 PAYAL PATEL SENIOR DIR. OF FINANCE AND OPERATIONS 40.00 X 170517 0 9072 DANA PEREZ DIRECTOR OF DEVELOPMENT 40.00 X 145012 0 27771 DAN KURTZ SENIOR SOFTWARE ENGINEER 40.00 X 159939 0 7092 KATHERINE ZEPEDA CHIEF OF STAFF 40.00 X 158392 0 7238 RENUKA KHER CHAIR/DIRECTOR 2.00 X X 0 0 0 ANGELA JACKSON 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 TULAINE MONTGOMERY DIRECTOR 2.00 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 JAMIE ROSENBERG DIRECTOR A/O MARCH 20, 2024) 2.00 X 0 0 0 1950057 0 156896 22 0 1 0 MALIKSI US INC 340 S LEMON AVENUE UNIT 4511 WALNUT CA 91789 TECHNOLOGY CONSULTING 387250 WE ARE RALLY INC 5670 WILSHIRE BLVD SUITE 820 LOS ANGELES CA 90036 CONSULTING 205000 LISA SPINALI CONSULTING 436 EDNA STREET SAN FRANCISCO CA 94112 CONSULTING 144394 ZENQ FLOOR 123 ALTRIA BUILDING VBIT P MADHAPUR HYDERABAD IN 500081 CONSULTING 100269 4 7175258 7175258 COACHING SERVICES 611710 980995 980995 TECHNOLOGY PLATFORM 611710 286396 286396 TRAINING FEES 611710 9623 9623 1277014 4906 4906 MISC REVENUE 611710 4173 4173 4173 8461351 1281187 0 4906 X 1224280 895771 165622 162887 4891234 4377343 395427 118464 511130 453485 42409 15236 462702 406761 39441 16500 446 446 42930 42930 1256507 812909 423715 19883 242260 83943 157097 1220 376598 371511 2022 3065 276228 243087 22289 10852 101450 72727 13352 15371 29486 25510 2674 1302 36449 32007 3020 1422 TELEPHONE 74531 54127 18954 1450 RECRUITMENT AND TRAININ 56010 39256 16754 DUES AND PUBLICATIONS 20450 20450 MISCELLANEOUS 16154 45 16109 9618845 7868482 1382711 367652 2524829 3152526 3477349 2064415 308353 166618 144032 181296 208713 194448 43750 14265 184148 256155 20918 20918 6703379 5856193 512403 782292 104529 74728 800000 800000 186498 256718 1603430 1913738 X 396736 103636 4703213 3838819 5099949 3942455 6703379 5856193 -1157494 0 X 0 1 X 1 0 X 4242176 12637031 3442541 10518704 7175258 38015710 4242176 12637031 3442541 10518704 7175258 38015710 4793926 33221784 16513 4906 21419 15 884 11098 4173 16170 38053299 6907301 0.87300 0.82690 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208713 194448 14265 14265 LEASE LIABILITY 256718 256718 X 9411321 949970 949970 8461351 0 8461351 10568815 949970 949970 9618845 0 9618845 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, 2024, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X X X 1 0 0 0 0 0 0 0 0 ALEXANDRA BERNADOTTE FOUNDER & CEO/DIRECTOR 292082 0 0 0 0 0 0 0 31902 0 323984 0 0 0 HEATHER CRAIG CHIEF PROGRAM OFFICER 249866 0 0 0 0 0 0 0 10346 0 260212 0 0 0 JAN GILBOY CHIEF SALES OFFICER 235690 0 0 0 0 0 0 0 9796 0 245486 0 0 0 PETER DEVROEDE SENIOR DIRECTOR OF ENGINEERING 183327 0 0 0 0 0 0 0 23385 0 206712 0 0 0 EVE SHAPIRO CHIEF KNOWLEDGE OFFICER 197241 0 0 0 0 0 0 0 523 0 197764 0 0 0 CHRISTOPHER CO CTO & HEAD OF PRODUCT 157991 0 0 0 0 0 0 0 29771 0 187762 0 0 0 PAYAL PATEL SENIOR DIR. OF FINANCE AND OPERATION 170517 0 0 0 0 0 0 0 9072 0 179589 0 0 0 DANA PEREZ DIRECTOR OF DEVELOPMENT 145012 0 0 0 0 0 0 0 27771 0 172783 0 0 0 DAN KURTZ SENIOR SOFTWARE ENGINEER 159939 0 0 0 0 0 0 0 7092 0 167031 0 0 0 KATHERINE ZEPEDA CHIEF OF STAFF 158392 0 0 0 0 0 0 0 7238 0 165630 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 AN EXTERNAL CONSULTING FIRM PERFORMED AN EXTENSIVE COMPENSATION ANALYSIS OF THE ENTIRE STAFF IN 2022. THEIR FINDINGS AND DOCUMENTATION WERE REVIEWED BY MANAGEMENT. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD PERFORMED A NEW ANALYSIS AND DEVELOPED A MEMO OF THEIR RECOMMENDATION FOR THE CEO'S COMPENSATION IN 2022. THE CEO'S COMPENSATION ADJUSTMENT WAS REVIEWED AND APPROVED BY THE FULL BOARD. THE GOVERNING BOARD ANNUALLY REVIEWS AND APPROVES OFFICER AND STAFF COMPENSATION. THE DISCUSSIONS ARE DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING BOARD PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 71,491. MANAGEMENT AND GENERAL EXPENSES 9,701. FUNDRAISING EXPENSES 1,670. TOTAL EXPENSES 82,862. PROFESSIONAL FEES: OTHER: PROGRAM SERVICE EXPENSES 443,555. MANAGEMENT AND GENERAL EXPENSES 414,014. FUNDRAISING EXPENSES 18,213. TOTAL EXPENSES 875,782. TECHNOLOGY CONSULTING: PROGRAM SERVICE EXPENSES 297,863. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 297,863.