BEYOND BASICS INC (EIN 330758654) - 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

1997

Legal Domicile

Principal Officer

TAMI OROSZ

Phone

5626026554

Tax Period

2025-01-01 to 2025-12-31

BEYOND BASICS INC, founded in 1997, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 5% surplus.

Mission

We serve 12 developmentally disabled children adults who need permanent living arrangements outside their homes. We enable participants to develop social life skills in a non- threatening environment. We provide 24 hour care and supervision to the participants and enhance their education/life skills.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,795,719

Program Service Revenue $0

Investment Income $35

Other Revenue $0

TOTAL REVENUE $1,795,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,251

Fundraising Expenses $0

Other Expenses $1,560,460

TOTAL EXPENSES $1,709,711

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,795,754	$1,628,012	+0.1%
Expenses	$1,709,711	$1,629,998	+0.0%
Net Income	$86,043	$-1,986	-44.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMI OROSZ	President	060.00	Officer Director Key Emp Highest	$0	$0	$0
LERMONT SMITH	Secretary	005.00	Officer Director	$0	$0	$0
SAMANTHA GRIMES	Board Member	002.00	Director	$0	$0	$0
MARIA DIAZ	Facility Manager	040.00	Key Emp Highest	$0	$0	$0
ANA DIAZ	Facility Manager	040.00	Key Emp Highest	$0	$0	$0
TRINAMARIE HARRISON	Direct Care Staff	040.00	Key Emp Highest	$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
2025	$1,795,754	$1,709,711	$504,161	$86,043
2024	$1,628,012	$1,629,998	$433,084	$-1,986
2023	$1,549,439	$1,478,068	$492,170	$71,371
2022	$1,387,815	$1,382,252	$405,267	$5,563
2021	$1,301,835	$1,242,918	$347,017	$58,917
2020	$1,323,693	$1,207,412	$279,978	$116,281
2019	$1,136,208	$1,096,452	$170,102	$39,756
2018	$1,115,564	$1,112,793	$138,338	$2,771

BEYOND BASICS INC