BEYOND THE BROTHERHOOD (EIN 873443984) - 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

2022

Legal Domicile

Principal Officer

JAMES MAY

Phone

7572919678

Tax Period

2025-01-01 to 2025-12-31

BEYOND THE BROTHERHOOD, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $661K in total revenue in fiscal year 2025. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $180K, a strong 27% operating margin.

Mission

EDUCATING AND ASSISTING NAVY SEALS TO TRANSITION FROM THE MILITARY TO PRIVATE LIFE

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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 $660,753

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $660,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,615

Fundraising Expenses $0

Program Expenses $481,226

Other Expenses $295,611

TOTAL EXPENSES $481,226

Year-over-Year Comparison

	2025	2024	Change
Revenue	$660,753	$335,414	+1.0%
Expenses	$481,226	$438,549	+0.1%
Net Income	$179,527	$-103,135	-2.7%

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

$112,000

Total Directors

$170,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MAY	CHAIRMAN	10.00	Officer Director	$0	$0	$0
DREW FORSBERG	EXECUTIVE DIRECTOR	40.00	Officer Director	$70,000	$0	$70,000
RICH WINGER	DIRECTOR OF PROG & OPER	10.00	Officer Director	$0	$0	$0
PJ RAMIREZ	CHIEF OF STAFF	40.00	Officer Director	$42,000	$0	$42,000
FIOVANNI COGLTORE	DIRECTOR	2.00	Director	$0	$0	$0
STEVE GATENA	DIRECTOR	2.00	Director	$0	$0	$0
GREG MCCLELLAND	SECRETARY & TREASURER	2.00	Officer Director	$0	$0	$0
JOCKO WILLINK	DIRECTOR	2.00	Director	$0	$0	$0
GIOVANNI COGLITORE	DIRECTOR	2.00	Director	$0	$0	$0
ED MACHOSKIE	DIRECTOR	2.00	Director	$0	$0	$0
SEAN MURPHY	DIRECTOR	40.00	Director	$58,500	$0	$58,500

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	$660,753	$481,226	$236,926	$179,527
2024	$335,414	$438,549	$95,708	$-103,135
2023	$440,578	$400,769	$197,145	$39,809

BEYOND THE BROTHERHOOD