BEYOND 12 EDUCATION INC (EIN 271275246) - 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

2009

Legal Domicile

Principal Officer

ALEXANDRA BERNADOTTE

Phone

8666997070

Tax Period

2024-07-01 to 2025-06-30

BEYOND 12 EDUCATION INC, founded in 2009, is a community nonprofit in the Education sector that reported $6.9M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $6.7M left a modest 3% surplus.

Mission

TO INCREASE THE NUMBER OF FIRST GENERATION, UNDERREPRESENTED AND LOW INCOME STUDENTS WHO GRADUATE FROM COLLEGES AND UNIVERSITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,590,275

Program Service Revenue $1,316,980

Investment Income $101

Other Revenue $4,308

TOTAL REVENUE $6,911,664

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $4,792,827

Fundraising Expenses $389,644

Program Expenses $5,330,841

Other Expenses $1,853,145

TOTAL EXPENSES $6,695,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,911,664	$8,461,351	-0.2%
Expenses	$6,695,972	$9,618,845	-0.3%
Net Income	$215,692	$-1,157,494	-1.2%

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

Volunteers

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

$325,894

Total Directors

$325,894

Key Employees

$779,681

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRA BERNADOTTE	FOUNDER & CEO	40.00	Officer Director	$291,436	$34,458	$325,894
ETHAN BEARD	DIR. UNTIL 01/25, TREAS. AS OF 01/25	2.00	Officer Director	$0	$0	$0
SCOTT MORGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
NATALIE WALROND	TREAS. UNTIL 01/25, CHAIR AS OF 1/25	2.00	Officer Director	$0	$0	$0
RENUKA KHER	CHAIR UNTIL 01/25; COO AS OF 1/25	2.00	Officer Director	$0	$0	$0
ANGELA JACKSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DEBORAH MCGRIFF	DIRECTOR	2.00	Director	$0	$0	$0
TULAINE MONTGOMERY	DIRECTOR	2.00	Director	$0	$0	$0
SHONDA RHIMES	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE ROSENBERG	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER CRAIG	CHIEF PROGRAM OFFICER	40.00	Key Emp	$253,615	$42,430	$296,045
EVE SHAPIRO	CHIEF KNOWLEDGE OFFICER	40.00	Key Emp	$203,096	$36,290	$239,386
CHRISTOPHER CO	CTO & HEAD OF PRODUCT	40.00	Key Emp	$192,325	$51,925	$244,250
DANA PEREZ	DIRECTOR OF STRATEGIC PARTNERSHIPS	40.00	Highest	$178,060	$38,220	$216,280
PAYAL PATEL	SR. DIR. OF FINANCE AND OPERATIONS	40.00	Highest	$176,632	$14,926	$191,558
JEANETTE CORONA	SENIOR PRODUCT MANAGER	40.00	Highest	$145,209	$22,808	$168,017
FRANCIS TOMPKINS	SENIOR DIRECTOR OF PROGRAM	40.00	Highest	$135,738	$7,894	$143,632
TIANNA SIMS-MILLER	DIRECTOR OF DATA INSIGHTS	40.00	Highest	$133,159	$18,052	$151,211

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
2025	$6,911,664	$6,695,972	$5,423,034	$215,692
2024	$8,461,351	$9,618,845	$5,856,193	$-1,157,494
2023	$12,526,163	$11,522,121	$6,703,379	$1,004,042
2022	$5,238,447	$9,214,595	$4,979,913	$-3,976,148
2021	$13,660,419	$7,354,158	$8,854,205	$6,306,261
2020	$5,093,686	$6,087,133	$2,393,324	$-993,447
2019	$5,778,226	$4,646,661	$3,452,126	$1,131,565
2018	$4,719,182	$4,114,931	$2,087,003	$604,251

BEYOND 12 EDUCATION INC