Beyond 12 Education Inc
Nonprofit profile at a glance
- EIN
- 271275246
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Oakland, CA, USA
- Phone
- 8666997070
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Management & Technical Assistance
Reported finances
- Revenue
- $6,911,664
- Expenses
- $6,695,972
- Assets
- $5,423,034
- Liabilities
- $1,264,887
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- ALEXANDRA BERNADOTTE (FOUNDER & CEO)
Highest reported compensation
- ALEXANDRA BERNADOTTE (FOUNDER & CEO): $325,894 total reported compensation
- HEATHER CRAIG (CHIEF PROGRAM OFFICER): $296,045 total reported compensation
- CHRISTOPHER CO (CTO & HEAD OF PRODUCT): $244,250 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Donor-supported. 81% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 75
- Transparency & Controls: 83
- Accountability: 94
- Sustainability: 35
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.1%; rating input score 77
- Program expense ratio: 79.6%; rating input score 80
- Fundraising efficiency: $14.35 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 88.9%; rating input score 89; 20th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 3.1%; rating input score 45; 45th percentile among comparable filings
- Total-asset coverage ratio: 0.81; rating input score 30; 30th percentile among comparable filings
- Liabilities to assets ratio: 0.23; rating input score 40; 40th percentile among comparable filings
- Officer compensation ratio: 29.5%; rating input score 6; 6th percentile among comparable filings
Growth
- Program expense growth: 13.5% per year; rating input score 100; 74th percentile among comparable filings
- Revenue growth: 13.7% per year; rating input score 100; 79th percentile among comparable filings
- Asset growth: 17.5% per year; rating input score 100; 80th percentile among comparable filings
Details
- Where the money goes: 77.1% of revenue deployed · 79.6% of spending went to programs
- Governance: 8 of 9 board members independent · 9 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $5.3M in reported program spending
- Leadership: top reported pay $326K · 18 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $486K reported
- Consistency: 34 of 34 current checks pass
- Schedules: 6 filed schedules · includes major donors, grants, and executive pay
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 10 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
- Moderate — Sustainability: Operating margin scored 45/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
- High — Sustainability: Officer compensation ratio scored 6/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 40/100.