BEYOND OWNERS GROUP INC (EIN 812342449) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

GEOFFREY BEERS

Phone

7173413957

Tax Period

2023-07-01 to 2024-06-30

BEYOND OWNERS GROUP INC, founded in 2016, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.5M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $11.7M exceeded revenue, resulting in a 12% operating deficit.

Mission

ASSISTING UNIVERSITIES TO MEET THEIR NEED FOR HIGH-QUALITY CONSTRUCTION PROJECTS BY TAKING ON THE BURDEN OF FINANCING LONG-TERM DEBT, CONTINUING COMPLIANCE AND ASSET MANAGEMENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,864,238

Investment Income $623,247

Other Revenue $0

TOTAL REVENUE $10,487,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,430

Fundraising Expenses $0

Program Expenses $11,703,994

Other Expenses $11,692,088

TOTAL EXPENSES $11,736,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,487,485	$9,396,414	+0.1%
Expenses	$11,736,518	$10,734,744	+0.1%
Net Income	$-1,249,033	$-1,338,330	-0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$41,200

Total Directors

$41,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEOFFREY BEERS	PRESIDENT	10.00	Officer Director	$20,600	$0	$20,600
ROBERT SEMPSEY	VICE PRESIDENT/SECRETARY	10.00	Officer Director	$20,600	$0	$20,600
DOUG SHULTZ	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES MCCOLLUM	BOARD MEMBER	1.00	Director	$0	$0	$0
MINOR REDMOND	BOARD MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$10,487,485	$11,736,518	$136,593,511	$-1,249,033
2023	$9,396,414	$10,734,744	$128,245,313	$-1,338,330
2022	$8,827,345	$11,697,446	$131,731,512	$-2,870,101
2021	$3,687,940	$5,448,146	$136,741,381	$-1,760,206
2020	$1,642,909	$399,020	$163,003,721	$1,243,889
2019	$627,859	$121,135	$74,321,857	$506,724

BEYOND OWNERS GROUP INC