Civic Intelligence

Beyond Basics Inc.

990 • Fiscal year 2017 • EIN 33-0758654

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

Organization Profile[email protected]
5234 Tri Bay CircleLakewood, CA 90712

(562) 602-6554

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

90th percentile

43%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$136,299

Up $41,183 (+43%) from 2016

Net Assets

Up

$129,292

Up $95,061 (+278%) from 2016

Liabilities

Down

$7,007

Down $53,878 (-88%) from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin66th percentile

Revenue

Up

$1,098,413

Up $146,353 (+15%) from 2016

Expenses

Up

$987,831

Up $58,005 (+6.2%) from 2016

Net Income

Up

$110,582

Up $88,348 (+397%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2011: $9,521Liabilities 2011: $0Net Assets 2011: $9,5212011Assets 2012: $6,295Liabilities 2012: $37,978Net Assets 2012: -$31,6832012Assets 2013: $8,595Liabilities 2013: $30,140Net Assets 2013: -$21,5452013Assets 2014: $21,839Liabilities 2014: $20,010Net Assets 2014: $1,8292014Assets 2015: $25,794Liabilities 2015: $13,797Net Assets 2015: $11,9972015Assets 2016: $95,116Liabilities 2016: $60,885Net Assets 2016: $34,2312016Assets 2017: $136,299Liabilities 2017: $7,007Net Assets 2017: $129,2922017Assets 2018: $138,338Liabilities 2018: $6,275Net Assets 2018: $132,0632018Assets 2019: $170,102Liabilities 2019: -$1,717Net Assets 2019: $171,8192019Assets 2020: $279,978Liabilities 2020: -$8,122Net Assets 2020: $288,1002020Assets 2021: $347,017Liabilities 2021: $0Net Assets 2021: $347,0172021Assets 2022: $405,267Liabilities 2022: $52,687Net Assets 2022: $352,5802022Assets 2023: $492,170Liabilities 2023: $68,219Net Assets 2023: $423,9512023Assets 2024: $433,084Liabilities 2024: $56,631Net Assets 2024: $376,4532024

Highlighted filing

2017

Assets$136,299
Liabilities$7,007
Net Assets$129,292
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $724,7662011Expenses 2012: $711,9042012Revenue 2013: $748,707Expenses 2013: $738,569Net Income 2013: $10,1382013Revenue 2014: $779,141Expenses 2014: $755,767Net Income 2014: $23,3742014Revenue 2015: $794,656Expenses 2015: $784,488Net Income 2015: $10,1682015Revenue 2016: $952,060Expenses 2016: $929,826Net Income 2016: $22,2342016Revenue 2017: $1,098,413Expenses 2017: $987,831Net Income 2017: $110,5822017Revenue 2018: $1,115,564Expenses 2018: $1,112,793Net Income 2018: $2,7712018Revenue 2019: $1,136,208Expenses 2019: $1,096,452Net Income 2019: $39,7562019Revenue 2020: $1,323,693Expenses 2020: $1,207,412Net Income 2020: $116,2812020Revenue 2021: $1,301,835Expenses 2021: $1,242,918Net Income 2021: $58,9172021Revenue 2022: $1,387,815Expenses 2022: $1,382,252Net Income 2022: $5,5632022Revenue 2023: $1,549,439Expenses 2023: $1,478,068Net Income 2023: $71,3712023Revenue 2024: $1,628,012Expenses 2024: $1,629,998Net Income 2024: -$1,9862024

Highlighted filing

2017

Revenue$1,098,413
Expenses$987,831
Net Income$110,582
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.3
Gross Receipts
$1,098,413
Mission and Program Overview

Mission

TO SERVE THE COMMUNITY

We serve 12 developmentally disabled children adults who need permanent living arrangements outside their homes. We enable participants to develop social life skills in a non- threatening environment. We provide 24 hour care and supervision to the participants and enhance their education/life skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,231$129,292▲ $95,061
Cash and Non-Interest-Bearing Accounts$37,786$108,071▲ $70,285
Land, Buildings, and Equipment, Net$30,330$27,428▼ $2,902
Loans From Officers Directors-$7,000-
Receivables From Officers Etc$27,000$800▼ $26,200
Total Assets$95,116$136,299▲ $41,183
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,565--
Accounts Payable and Accrued Expenses$49,320$7▼ $49,313
Total Liabilities$60,885$7,007▼ $53,878
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,231$129,292▲ $95,061
Total Liabilities and Net Assets / Fund Balance$95,116$136,299▲ $41,183

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,229$24,935$45,164
Equipment$1,180$31,669$32,849
Leasehold Improvements$6,019$3,602$9,621
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Tami OroszPresident
Lermont SmithBoard Member
Samantha GrimesBoard Member
Ana DiazDirect Care Staff
Michelle AyalaDirect Care Staff
Trinamarie HarrisonDirect Care Staff
Maria DiazFacility Manager
Cindy NeujahrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,098,413
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$19,045
Change in Net Assets
$110,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$987,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$97,535--$97,535
Other Expenses$870,699$11,067-$11,067
Fees for Services Accounting-$4,500-$4,500
Depreciation Depletion$2,902--$2,902
Fees for Services Legal-$1,128-$1,128
Total Functional Expenses$971,136$16,695$0$987,831
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$7,000-
Receivables from Officers, Directors, Trustees, and Key Employees$27,000$800▼ $26,200
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The executive director and a board member are husband and wife.”

Form 990, Part VI, Section C, Line 19

“Review of documents, policies, and financial records are a prerequisite of the government agency that provides reimbursements of operating expenses. Through that agency records are available to the public. Otherwise, all documents are available to interested parties upon request.”

Form 990, Part VI, Section B, Line 11B

“The executive director accepts responsibility for review of Form 990 before submission. The governing body reviews the documents at their next board meeting.”

Form 990, Part VII, Line 1-7

“No compensation for serving as a board member or officer. All compensation for services rendered was facilitated through an Employee Leasing Agency therefore all W-2 compensation is reported from the Agency not Beyond Basics. An new member has been added to the Board in a non-compensated position.”

Form 990, Part VI, Section A, Line 2

“The executive director and a board member are husband wife.”

Filing and Contact Details

Filer

Filer Name
Beyond Basics Inc
EIN
33-0758654
Phone
5626026554
Address
5234 TRI BAY CIRCLE, LAKEWOOD, CA 90712

Signing Officer

Name
Tami Orosz
Title
President
Signed
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tami Orosz
Formed
1997
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Hefner-Smith Tax & Business
Address
PO Box 386, Hawthorne, CA 90251-0386
Preparer
Karen A Di Giamberardino EA
Phone
3109737492
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“The organization decided to mitigate overhead expenses by leasing employees from a leasing agency rather that bear the financial obligation of in-house payroll. Therefore there was no payroll expense only a lease expense.”

Form 990, Part XI, Line 9

“Organization disposed of an old vehicle which was carried on the asset list at 15,521.”

Raw XML Appendix379 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01180
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031669
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032849
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06019
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03602
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt09621
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020229
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024935
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045164
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027428
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt07000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0NEEDED TO COVER OPERATING EXPS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt027000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0TAMI OROSZ
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt07000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The executive director and a board member are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Review of documents, policies, and financial records are a prerequisite of the government agency that provides reimbursements of operating expenses. Through that agency records are available to the public. Otherwise, all documents are available to interested parties upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The executive director accepts responsibility for review of Form 990 before submission. The governing body reviews the documents at their next board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization decided to mitigate overhead expenses by leasing employees from a leasing agency rather that bear the financial obligation of in-house payroll. Therefore there was no payroll expense only a lease expense.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No compensation for serving as a board member or officer. All compensation for services rendered was facilitated through an Employee Leasing Agency therefore all W-2 compensation is reported from the Agency not Beyond Basics. An new member has been added to the Board in a non-compensated position.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The executive director and a board member are husband wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Organization disposed of an old vehicle which was carried on the asset list at 15,521.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part V, Line 2a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII, Line 1-7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt095116
IRS990/TotalAssetsEOYAmt0136299
IRS990/TotalAssetsGrp/BOYAmt095116
IRS990/TotalAssetsGrp/EOYAmt0136299
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01098413
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016695
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0971136
IRS990/TotalFunctionalExpensesGrp/TotalAmt0987831
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060885
IRS990/TotalLiabilitiesEOYAmt07007
IRS990/TotalLiabilitiesGrp/BOYAmt060885
IRS990/TotalLiabilitiesGrp/EOYAmt07007
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034231
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0129292
IRS990/TotalProgramServiceExpensesAmt0971136
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01098413
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095116
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0136299
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05234 TRI BAY CIRCLE
IRS990/USAddress/CityNm0LAKEWOOD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090712
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI OROSZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEYOND BASICS INC
ReturnHeader/Filer/BusinessNameControlTxt0BEYO
ReturnHeader/Filer/EIN0330758654
ReturnHeader/Filer/PhoneNum05626026554
ReturnHeader/Filer/USAddress/AddressLine1Txt05234 TRI BAY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090712
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05A99D8A6B4EE4121B2A5B27D2146ADE9EB9409C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A99D8A6B4EE4121B2A5B27D2146ADE9EB9409C1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.9.187.67
ReturnHeader/FilingSecurityInformation/IPDt02018-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:08:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hefner-Smith Tax & Business
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 386
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hawthorne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0902510386
ReturnHeader/PreparerPersonGrp/PhoneNum03109737492
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen A Di Giamberardino EA
ReturnHeader/ReturnTs02018-05-12T09:10:08-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,299
Liabilities
$7,007
Net assets
$129,292
Revenue
$1,098,413
Expenses
$987,831
Net income
$110,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.06$0.38$1.63$1.63$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.07$0.42$1.55$1.48$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.05$0.35$1.39$1.38$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.30$1.24$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.29$1.32$1.21$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.14$1.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$1.12$1.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.13$1.10$0.99$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.06$0.03$0.95$0.93$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.01$0.79$0.78$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.78$0.76$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.03$0.02$0.75$0.74$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.04$0.03$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.72