Beyond Expectations Academy Inc (EIN 262937832) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Phone

3054950926

Tax Period

2023-01-01 to 2023-12-31

Beyond Expectations Academy Inc, founded in 2008, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

The mission of this organization is to develop, manage, and operate the Beyond Expectations Academy on a year round basis as a not-for-profit school to educate, train, manage, tutuor, help, and mainstream autistic children into inclusion or a public school system.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,103,270

Program Service Revenue $192,199

Investment Income $16

Other Revenue $0

TOTAL REVENUE $1,295,485

Expense Breakdown

Grants Paid $165

Salaries & Benefits $995,900

Fundraising Expenses $0

Program Expenses $1,343,035

Other Expenses $442,570

TOTAL EXPENSES $1,438,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,295,485	$1,299,493	0.0%
Expenses	$1,438,635	$1,387,665	+0.0%
Net Income	$-143,150	$-88,172	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$95,600

Total Directors

$95,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Urania Caldera	President	20.00	Officer Director	$95,600	$0	$95,600
Urania Arostegui	Director	0.00	Director	$0	$0	$0
Reynaldo Arostegui	Director	0.00	Director	$0	$0	$0
Diana Hunt	Director	0.00	Director	$0	$0	$0
Sergio Caldera	Treasurer	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$1,295,485	$1,438,635	$1,239,168	$-143,150
2022	$1,299,493	$1,387,665	$1,382,362	$-88,172
2021	$1,530,970	$1,223,300	$1,470,534	$307,670
2020	$1,367,508	$1,130,253	$1,320,470	$237,255
2019	$1,420,888	$1,188,829	$925,609	$232,059
2018	$1,289,616	$1,139,793	$693,550	$149,823

Beyond Expectations Academy Inc