BEYOND 12 EDUCATION INC

EIN: 271275246 501(c)(3) Education

OAKLAND, CA

Total Revenue
$6,911,664
Total Expenses
$6,695,972
Total Assets
$5,423,034
Net Assets
$4,158,147
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
CA
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 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 Service Accomplishments

Program 1
Expenses: $1,631,727 Revenue: $1,146,818

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...

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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.

Program 2
Expenses: $3,699,114 Revenue: $174,470

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...

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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.

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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%)

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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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Governance

Voting Members
9
Independent Members
8
Employees
69
Volunteers
9

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
6
$325,894
Total Directors
10
$325,894
Key Employees
3
$779,681
Highest Compensated
5
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
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