Transformational Opportunities Inc

Nonprofit profile at a glance

EIN
453658221
IRS 990 coverage
2020–2025
Forms available
Form 990 2025, Form 990-EZ 2019
Location
Prescott Valley, AZ, USA
Phone
5072510851
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Support N.E.C.

Reported finances

Revenue
$334,191
Expenses
$382,158
Assets
$81,998
Liabilities
$44,708

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

2 people listed

Executive titles in this filing

  • Jennifer Beyst (Executive Director)

People named in this filing

  • Brian Beyst (CFO)
  • Jennifer Beyst (Executive 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. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Supporting, researching, developing, and delivering targeted cognitive function development and providing related education and training.

What it reported doing in 2025

Transformational Outcomes Analysis Systems (TOAS) provides the underlying information assets and technology to support the organizations missions. In 2025, TOAS continued to expand and update its cloud-based database supporting critical aspects of the CFDT modality, including near-real-time tracking of client outcomes and therapist performance based on objective client measures, and applied for two patents regarding this technology. The database was expanded to incorporate the CFDIs digital training library. TOAS also oversaw all technology supporting the CFDIs therapist training program. TOAS currently manages encrypted records of 1,665 client records and 58 therapist records, 18 interactive digital training manuals, 53 digitized video assets, and a fleet of 18 end-user computers.

Operating model

Revenue model
Earned-program. 100% 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

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of voting board members are independent and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 90
  • Accountability: 49
  • Sustainability: 20
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.9%; rating input score 64
  • Program expense ratio: 55.9%; rating input score 56
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 33.3%; rating input score 33; 18th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -14.4%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.21; rating input score 13; 13th percentile among comparable filings
  • Liabilities to assets ratio: 0.55; rating input score 8; 8th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 3.9% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: 14.8% per year; rating input score 100; 80th percentile among comparable filings
  • Asset growth: 18.5% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 63.9% of revenue deployed · 55.9% of spending went to programs
  • Governance: 1 of 3 board members independent · 5 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $213K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 6 filed schedules · includes related organizations
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • 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 — Accountability: Independent voting board scored 33/100.
  • Review — Financial Efficiency: Program expense ratio scored 56/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Total-asset coverage ratio scored 13/100.
  • High — Sustainability: Liabilities to assets ratio scored 8/100.