Civic Intelligence

Beyond Basics Inc.

990 • Fiscal year 2023 • EIN 33-0758654

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

51st percentile

4.6%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$492,170

Up $86,903 (+21%) from 2022

Net Assets

Up

$423,951

Up $71,371 (+20%) from 2022

Liabilities

Up

$68,219

Up $15,532 (+29%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin51st percentile

Revenue

Up

$1,549,439

Up $161,624 (+12%) from 2022

Expenses

Up

$1,478,068

Up $95,816 (+6.9%) from 2022

Net Income

Up

$71,371

Up $65,808 (+1183%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$492,170
Liabilities$68,219
Net Assets$423,951
Open 2023 Filing

Operations Trend

Revenue Growth57th 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

2023

Revenue$1,549,439
Expenses$1,478,068
Net Income$71,371
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$1,549,439
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$352,580$423,951▲ $71,371
Cash and Non-Interest-Bearing Accounts$328,184$325,640▼ $2,544
Land, Buildings, and Equipment, Net$77,083$84,226▲ $7,143
Savings and Temporary Cash Investments-$52,648-
Total Assets$405,267$492,170▲ $86,903
Other Assets Total-$29,656-
Liabilities
Other Liabilities$52,687$43,782▼ $8,905
Escrow Account Liability-$29,656-
Accounts Payable and Accrued Expenses-$-5,219-
Total Liabilities$52,687$68,219▲ $15,532
Net Assets / Fund Balance
Total Net Assets Fund Balance$352,580$423,951▲ $71,371
Total Liabilities and Net Assets / Fund Balance$405,267$492,170▲ $86,903

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$76,910$84,327$161,237
Other Land Buildings$3,397$29,655$33,052
Buildings$3,919$5,702$9,621
Other Assets Org$29,656--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Tami OroszPresident
Samantha GrimesBoard Member
Trinamarie HarrisonDirect Care Staff
Ana DiazFacility Manager
Maria DiazFacility Manager
Lermont SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,549,418
Program Service Revenue
$0
Investment Income
$21
Other Revenue
$0
All Other Contributions
$154,471
Change in Net Assets
$71,371
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,478,068
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$119,312--$119,312
Depreciation Depletion$40,877--$40,877
Fees for Services Accounting-$6,193-$6,193
Interest$3,081--$3,081
Travel$2,340--$2,340
Other Expenses$1,302,238$2,262-$2,262
Office Expenses-$1,765-$1,765
Total Functional Expenses$1,467,848$10,220$0$1,478,068
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$43,782
Total-
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 35% controlled entity
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 wife.”

Form 990, Part VI, Section C, Line 19

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

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

“The Executive Director accepts responsibility for review of the Form 990 before submission. The governing body revieews the documents at their next scheduled board meeting.”

Form 990, Part VII, Line 1-6

“No compensation for serving as a board member or officer.”

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
Phone
5626026554
Signed
2024-05-07
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 Svcs
Address
555 W 9th Street Ste 1, San Pedro, CA 90731-3157
Preparer
Karen A Di Giamberardino EA
Phone
3109737492
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“The organization untilizes the services of a leasing company for their staff expenses rather than the cost of in-house payroll. Therefore, there was no payroll expenses to report to Form 1096.”

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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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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03397
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029655
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt033052
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043782
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Total
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt084226
IRS990ScheduleD/TotalBookValueOtherAssetsAmt029656
IRS990ScheduleD/TotalLiabilityAmt043782
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director and a board member are husband wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Review of documents, policies and financial records are a prerequisite of the governing agency that provides reimbursements of operating expenses. Through that agency records are available to the public. Otherwise, all documentation is available to interested parties upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Director accepts responsibility for review of the Form 990 before submission. The governing body revieews the documents at their next scheduled board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization untilizes the services of a leasing company for their staff expenses rather than the cost of in-house payroll. Therefore, there was no payroll expenses to report to Form 1096.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No compensation for serving as a board member or officer.
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 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part V, Line 2a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII, Line 1-6
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0405267
IRS990/TotalAssetsEOYAmt0492170
IRS990/TotalAssetsGrp/BOYAmt0405267
IRS990/TotalAssetsGrp/EOYAmt0492170
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01549418
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010220
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01467848
IRS990/TotalFunctionalExpensesGrp/TotalAmt01478068
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052687
IRS990/TotalLiabilitiesEOYAmt068219
IRS990/TotalLiabilitiesGrp/BOYAmt052687
IRS990/TotalLiabilitiesGrp/EOYAmt068219
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0423951
IRS990/TotalProgramServiceExpensesAmt01471938
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01549439
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0405267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0492170
IRS990/TravelGrp/ProgramServicesAmt02340
IRS990/TravelGrp/TotalAmt02340
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI OROSZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05626026554
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200390426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hefner-Smith Tax & Business Svcs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 W 9th Street Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Pedro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0907313157
ReturnHeader/PreparerPersonGrp/PhoneNum03109737492
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen A Di Giamberardino EA
ReturnHeader/ReturnTs02024-05-07T12:14:47-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OROSZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,170
Liabilities
$68,219
Net assets
$423,951
Revenue
$1,549,439
Expenses
$1,478,068
Net income
$71,371
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