Nonprofit · EIN 27-1275246
BEYOND 12 EDUCATION INC
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,911,664 | $6,695,972 | $215,692 | $5,423,034 | $1,264,887 | $4,158,147 |
| June 30, 2024 | 990 | $8,461,351 | $9,618,845 | -$1,157,494 | $5,856,193 | $1,913,738 | $3,942,455 |
| June 30, 2023 | 990 | $12,526,163 | $11,522,121 | $1,004,042 | $6,703,379 | $1,603,430 | $5,099,949 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,590,275
- Program service revenue
- $1,316,980
- Investment income
- $101
- Other revenue
- $4,308
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $946,922
- Other salaries and wages
- $3,150,805
- Salaries, compensation and benefits (total)
- $4,792,827
- Professional fundraising fees
- $0
- Legal fees
- $725
- Accounting fees
- $56,074
- Occupancy
- $195,185
- Travel
- $79,692
- Depreciation
- $13,739
- Program services (functional)
- $5,330,841
- Management and general (functional)
- $975,487
- Fundraising (functional)
- $389,644
Balance sheet and other
- Total assets, start of year
- $5,856,193
- Total assets, end of year
- $5,423,034
- Total liabilities, end of year
- $1,264,887
- Net assets, end of year
- $4,158,147
- Land, buildings and equipment
- $2,806
- Net assets without donor restrictions
- $99,804
- Net assets with donor restrictions
- $4,058,343
- Gross receipts
- $6,911,664
- Employees
- 69
- Volunteers
- 9
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDRA BERNADOTTE | FOUNDER & CEO Trustee or director, Officer | 40 | $291,436 | $34,458 |
| HEATHER CRAIG | CHIEF PROGRAM OFFICER Key employee | 40 | $253,615 | $42,430 |
| CHRISTOPHER CO | CTO & HEAD OF PRODUCT Key employee | 40 | $192,325 | $51,925 |
| EVE SHAPIRO | CHIEF KNOWLEDGE OFFICER Key employee | 40 | $203,096 | $36,290 |
| DANA PEREZ | DIRECTOR OF STRATEGIC PARTNERSHIPS Highest-paid employee | 40 | $178,060 | $38,220 |
| PAYAL PATEL | SR. DIR. OF FINANCE AND OPERATIONS Highest-paid employee | 40 | $176,632 | $14,926 |
| JEANETTE CORONA | SENIOR PRODUCT MANAGER Highest-paid employee | 40 | $145,209 | $22,808 |
| TIANNA SIMS-MILLER | DIRECTOR OF DATA INSIGHTS Highest-paid employee | 40 | $133,159 | $18,052 |
| FRANCIS TOMPKINS | SENIOR DIRECTOR OF PROGRAM Highest-paid employee | 40 | $135,738 | $7,894 |
| ETHAN BEARD | DIR. UNTIL 01/25, TREAS. AS OF 01/25 Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT MORGAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| NATALIE WALROND | TREAS. UNTIL 01/25, CHAIR AS OF 1/25 Trustee or director, Officer | 2 | $0 | $0 |
| RENUKA KHER | CHAIR UNTIL 01/25; COO AS OF 1/25 Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA JACKSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DEBORAH MCGRIFF | DIRECTOR Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TULAINE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 |
| SHONDA RHIMES | DIRECTOR Trustee or director | 2 | $0 |
| JAMIE ROSENBERG | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDRA BERNADOTTE | FOUNDER & CEO/DIRECTOR Trustee or director, Officer | 40 | $292,082 | $31,902 |
| HEATHER CRAIG | CHIEF PROGRAM OFFICER Key employee | 40 | $249,866 | $10,346 |
| JAN GILBOY | CHIEF SALES OFFICER Key employee | 40 | $235,690 | $9,796 |
| PETER DEVROEDE | SENIOR DIRECTOR OF ENGINEERING Highest-paid employee | 40 | $183,327 | $23,385 |
| EVE SHAPIRO | CHIEF KNOWLEDGE OFFICER Key employee | 40 | $197,241 | $523 |
| CHRISTOPHER CO | CTO & HEAD OF PRODUCT Key employee | 40 | $157,991 | $29,771 |
| PAYAL PATEL | SENIOR DIR. OF FINANCE AND OPERATIONS Highest-paid employee | 40 | $170,517 | $9,072 |
| DANA PEREZ | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $145,012 | $27,771 |
| DAN KURTZ | SENIOR SOFTWARE ENGINEER Highest-paid employee | 40 | $159,939 | $7,092 |
| KATHERINE ZEPEDA | CHIEF OF STAFF Highest-paid employee | 40 | $158,392 | $7,238 |
| RENUKA KHER | CHAIR/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA JACKSON | VICE CHAIR/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| NATALIE WALROND | TREASURER/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT MORGAN | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| TULAINE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBORAH MCGRIFF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ETHAN BEARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHONDA RHIMES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMIE ROSENBERG | DIRECTOR A/O MARCH 20, 2024) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDRA BERNADOTTE | FOUNDER & CEO/DIRECTOR Trustee or director, Officer | 40 | $273,342 | $27,105 |
| JAN GILBOY | CHIEF OF SALES Key employee | 40 | $239,162 | $10,169 |
| HEATHER CRAIG | CHIEF PROGRAM OFFICER Key employee | 40 | $236,507 | $9,303 |
| CHRISTOPHER CO | CTO & HEAD OF PRODUCT Key employee | 40 | $193,836 | $19,262 |
| PETER DEVROEDE | SENIOR DIRECTOR OF ENGINEER Highest-paid employee | 40 | $175,673 | $21,426 |
| EVE SHAPIRO | CHIEF KNOWLEDGE OFFICER Key employee | 40 | $194,985 | $578 |
| PAYAL PATEL | SENIOR DIR. OF FINANCE AND OPERATIONS Highest-paid employee | 40 | $168,191 | $7,361 |
| DAN KURTZ | LEAD SOFTWARE ARCHITECT Highest-paid employee | 40 | $157,610 | $6,979 |
| KATHERINE ZEPEDA | CHIEF OF STAFF Highest-paid employee | 40 | $151,662 | $7,114 |
| LARA SIDHU | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $140,559 | $14,004 |
| TULAINE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEBORAH MCGRIFF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ETHAN BEARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHONDA RHIMES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARMEN ROJAS | DIRECTOR THRU 03/2023 Trustee or director | 2 | $0 | $0 |
| RENUKA KHER | CHAIR/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| ANGELA JACKSON | VICE CHAIR/DIRECTOR A/O 08/25/22 Trustee or director, Officer | 2 | $0 | $0 |
| NATALIE WALROND | TREASURER/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT MORGAN | SECRETARY/DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| BARBARA MCALLISTER WHYE | VICE CHAIR/DIRECTOR THRU 09/2022 Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1625 CLAY ST STE 100, OAKLAND, CA 94612-1564
- In care of
- % ALEXANDRA BERNADOTTE
- Principal officer (990 for 2024)
- ALEXANDRA BERNADOTTE, 1625 CLAY STREET 100, OAKLAND, CA 94612
- Signed the 990
- ALEXANDRA BERNADOTTE, CEO
- Phone
- (866) 699-7070
- Website
- WWW.BEYOND12.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-1275246 or by the name BEYOND 12 EDUCATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $1,631,727 · grants $50,000 · revenue $1,146,818
- 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.Expenses $3,699,114 · revenue $174,470
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1275246
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B022)
- Assets (IRS master file)
- $5,423,034
- Income (IRS master file)
- $6,911,664
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,911,664 | $6,695,972 | $5,423,034 | IRS |
| 990 | June 2024 | $8,461,351 | $9,618,845 | $5,856,193 | XML |
| 990 | June 2023 | $12,526,163 | $11,522,121 | $6,703,379 | XML |
| 990 | June 2022 | $5,238,447 | $9,214,595 | $4,979,913 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1275246).
Questions about BEYOND 12 EDUCATION INC
- What is the EIN of BEYOND 12 EDUCATION INC?
- The employer identification number (EIN) of BEYOND 12 EDUCATION INC is 27-1275246.
- Is BEYOND 12 EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BEYOND 12 EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BEYOND 12 EDUCATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BEYOND 12 EDUCATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEYOND 12 EDUCATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BEYOND 12 EDUCATION INC?
- The 990 for the year ended June 30, 2025 names ALEXANDRA BERNADOTTE.
- Who are the officers and directors of BEYOND 12 EDUCATION INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 9 received compensation from the organization, the highest $291,436 (ALEXANDRA BERNADOTTE, FOUNDER & CEO).
- How much revenue does BEYOND 12 EDUCATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,911,664, expenses of $6,695,972 and total assets of $5,423,034 at year end.
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