Beyond Careers
Nonprofit profile at a glance
- EIN
- 810622966
- IRS 990-EZ coverage
- 2010–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2025
- Location
- Houston, TX, USA
- Phone
- 2819006413
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $16,195
- Expenses
- $16,381
- Assets
- $573
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Barbara A Davis (Executive Director)
- Jonathan L Davis (President)
People named in this filing
- Barbara A Davis (Executive Director)
- Jonathan L Davis (President)
- Joan Wills (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of Beyond Careers is to provide education for low-to-moderate income (LMI) families and individuals, students, small businesses and the self-employed to build wealth and foster significant improvements in self-sufficiency.
What it reported doing in 2025
Provide Volunteer Income Tax Assistance (VITA) free virtual tax preparation andindependent study online training for 25 volunteers.
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 100
- Sustainability: 22
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86%; rating input score 86
- Program expense ratio: 85%; rating input score 85
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -1.1%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.03; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 21.1%; rating input score 8; 8th percentile among comparable filings
Growth
- Program expense growth: -6.6% per year; rating input score 0; 33rd percentile among comparable filings
- Revenue growth: -6.5% per year; rating input score 0; 31st percentile among comparable filings
- Asset growth: -0.1% per year; rating input score 0; 37th percentile among comparable filings
Details
- What they do: 5 programs and campaigns described on the official site
- Where the money goes: 86% of revenue deployed · 85% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $14K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 40/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 8/100.