Beyond the Basics Inc (EIN 823346068) - 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

2017

Legal Domicile

Principal Officer

Brandon Copeland

Phone

7326003733

Tax Period

2024-01-01 to 2024-12-31

Beyond the Basics Inc, founded in 2017, is a small nonprofit in the Human Services sector that reported $105K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $206K exceeded revenue, resulting in a 97% operating deficit.

Mission

To promote, foster and encourage youth mentoring thru life events and experiences.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $89,488

Program Service Revenue $0

Investment Income $15,342

Other Revenue $0

TOTAL REVENUE $104,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,727

Other Expenses $206,085

TOTAL EXPENSES $206,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,830	$199,307	-0.5%
Expenses	$206,085	$185,065	+0.1%
Net Income	$-101,255	$14,242	-8.1%

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

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
Bradford Blackmon	Trustee	001.00	Director	$0	$0	$0
Dave Twamley	Trustee	001.00	Director	$0	$0	$0
Troy Jones	Trustee	001.00	Director	$0	$0	$0
Jared Barchus	Trustee	001.00	Director	$0	$0	$0
Allante Keels	Trustee	001.00	Director	$0	$0	$0
Chanelle Campbell	Trustee	001.00	Director	$0	$0	$0
Yaadira Brown	Trustee	001.00	Director	$0	$0	$0
Brandon Copeland	President	005.00	Officer	$0	$0	$0
Taylor Copeland	Treasurer	002.00	Officer	$0	$0	$0
Chad Copeland	Secretary	005.00	Officer	$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
2024	$104,830	$206,085	$279,126	$-101,255
2023	$199,307	$185,065	$380,381	$14,242
2022	$217,207	$88,194	$366,139	$129,013
2021	$256,585	$156,365	$237,126	$100,220
2020	$369,959	$239,524	$136,905	$130,435

Beyond the Basics Inc