Civic Intelligence

Beyond Careers

990EZ • Fiscal year 2017 • EIN 81-0622966

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 06, 2018

Organization Profilewww.beyondcareers.org
12231 Sandpiper DrHouston, TX 77035

(281) 900-6413

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$3,312

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 46.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

91st percentile

95%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,905

Up $1,900 (+95%) from 2016

Net Assets

Up

$3,905

Up $1,900 (+95%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$7,176

Down $302 (-4.0%) from 2016

Expenses

Down

$5,276

Down $5,297 (-50%) from 2016

Net Income

Up

$1,900

Up $4,995 (+161%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$30K$20K$10K$0Assets 2010: $3,746Net Assets 2010: $3,7462010Assets 2011: $19,069Liabilities 2011: $0Net Assets 2011: $19,0692011Assets 2012: $4,662Liabilities 2012: $0Net Assets 2012: $4,6622012Assets 2013: $2,059Liabilities 2013: $0Net Assets 2013: $2,0592013Assets 2014: $5,768Liabilities 2014: $02014Assets 2015: $5,100Net Assets 2015: $5,1002015Assets 2016: $2,005Net Assets 2016: $2,0052016Assets 2017: $3,905Net Assets 2017: $3,9052017Assets 2018: $2Net Assets 2018: $22018Assets 2019: $3,428Net Assets 2019: $3,4282019Assets 2020: $9,067Net Assets 2020: $9,0672020Assets 2021: $27,388Net Assets 2021: $27,3882021Assets 2022: $16,071Net Assets 2022: $16,0712022Assets 2023: $3,209Liabilities 2023: $02023Assets 2024: $759Net Assets 2024: $7592024

Highlighted filing

2017

Assets$3,905
Liabilities-
Net Assets$3,905
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $54,525Expenses 2010: $55,178Net Income 2010: -$6532010Revenue 2011: $56,720Expenses 2011: $41,397Net Income 2011: $15,3232011Revenue 2012: $9,335Expenses 2012: $23,742Net Income 2012: -$14,4072012Revenue 2013: $5,708Expenses 2013: $8,311Net Income 2013: -$2,6032013Revenue 2014: $21,720Expenses 2014: $18,011Net Income 2014: $3,7092014Revenue 2015: $10,680Expenses 2015: $11,348Net Income 2015: -$6682015Revenue 2016: $7,478Expenses 2016: $10,573Net Income 2016: -$3,0952016Revenue 2017: $7,176Expenses 2017: $5,276Net Income 2017: $1,9002017Revenue 2018: $7,760Expenses 2018: $11,663Net Income 2018: -$3,9032018Revenue 2019: $12,028Expenses 2019: $8,602Net Income 2019: $3,4262019Revenue 2020: $15,550Expenses 2020: $9,911Net Income 2020: $5,6392020Revenue 2021: $44,745Expenses 2021: $26,424Net Income 2021: $18,3212021Revenue 2022: $13,200Expenses 2022: $24,517Net Income 2022: -$11,3172022Revenue 2023: $9,150Expenses 2023: $22,012Net Income 2023: -$12,8622023Revenue 2024: $15,600Expenses 2024: $18,050Net Income 2024: -$2,4502024

Highlighted filing

2017

Revenue$7,176
Expenses$5,276
Net Income$1,900
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 6, 2018
Return Version
2017v2.2
Gross Receipts
$7,176
Mission and Program Overview

Mission

Provide education for low-to-moderate income families & individuals to build wealth & foster improvement in self-sufficiency.

Program Services

DescriptionGrantsExpenses
Mobile Volunteer Income Tax Assistance (VITA) free tax preparation at Houston Community College (HCC), HCC-Alief-Hayes, HCC-Stafford, HCC-Northline, & HCC-Brays Oaks for taxpayers in the low-to-moderate income bracket. Provided virtual tax returns for taxpayers not at physical VITA sites.-$2,532
6th Annual Education Symposium where approximately 150 students & adults attended. Mentors in multiple sectors such as state representatives, mayor of Missouri City, community college trustees, CPA, job development & college/career counselor conducted presentations.-$1,319
Provide Volunteer Income Tax Assistance (VITA) free tax preparation training for combined 50+ students from Houston Community College, Lone Star College, Prairie View A&M, & Houston Baptist University.-$633
0--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA A DAVISExecutive DirectorFT$3,312-$3,312
JONATHAN L DAVISPresidentPT$0--
MORGAN LIGGINSChairpersonPT$0--
JOAN WILLSDirectorPT$0--
TX STATE REP SHAWN THIERRYDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Beyond Careers
EIN
81-0622966
Phone
2819006413
Address
12231 Sandpiper Dr, Houston, TX 77035

Signing Officer

Name
Barbara a Davis
Title
Executive Director
Phone
2819006413
Signed
2018-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Kathy Ploch CPA
Address
P O BOX 820182, HOUSTON, TX 77282-0182
Preparer
Kathy Ploch
Phone
8322300967
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Financial Education Outreach $250”

Form 990EZ, Part I, Line 16

“Depreciation 0.”

Form 990EZ, Part I, Line 16

“Supplies 684.”

Form 990EZ, Part I, Line 16

“Telephone 652.”

Form 990EZ, Part I, Line 16

“Advertising 140.”

Form 990EZ, Part I, Line 16

“Meals 33.”

Form 990EZ, Part I, Line 16

“Travel 133.”

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BARBARA A DAVIS
IRS990EZ/BooksInCareOfDetail/PhoneNum02819006413
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012231 Sandpiper Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02005
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03905
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07176
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01900
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03537
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt02005
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03905
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt07176
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02005
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02005
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03905
IRS990EZ/OccupancyRentUtltsAndMaintAmt097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA A DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN L DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MORGAN LIGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN WILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TX STATE REP SHAWN THIERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairperson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01642
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide education for low-to-moderate income families & individuals to build wealth & foster improvement in self-sufficiency.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Volunteer Income Tax Assistance (VITA) free tax preparation training for combined 50+ students from Houston Community College, Lone Star College, Prairie View A&M, & Houston Baptist University.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt16th Annual Education Symposium where approximately 150 students & adults attended. Mentors in multiple sectors such as state representatives, mayor of Missouri City, community college trustees, CPA, job development & college/career counselor conducted presentations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Mobile Volunteer Income Tax Assistance (VITA) free tax preparation at Houston Community College (HCC), HCC-Alief-Hayes, HCC-Stafford, HCC-Northline, & HCC-Brays Oaks for taxpayers in the low-to-moderate income bracket. Provided virtual tax returns for taxpayers not at physical VITA sites.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11319
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22532
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05276
IRS990EZ/TotalProgramServiceExpensesAmt04484
IRS990EZ/TotalRevenueAmt07176
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.beyondcareers.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052762
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt052762
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05708
IRS990ScheduleA/Total509Grp/TotalAmt052762
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt052762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial Education Outreach $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising 140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meals 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel 133.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA A DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02819006413
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beyond Careers
ReturnHeader/Filer/BusinessNameControlTxt0BEYO
ReturnHeader/Filer/EIN0810622966
ReturnHeader/Filer/PhoneNum02819006413
ReturnHeader/Filer/USAddress/AddressLine1Txt012231 Sandpiper Dr
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077035
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097A9626A24F07619B2BBBA9E8F2D5D1FCF67A80C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097A9626A24F07619B2BBBA9E8F2D5D1FCF67A80C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.206.253.203
ReturnHeader/FilingSecurityInformation/IPDt02018-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:02:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATHY PLOCH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 820182
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0772820182
ReturnHeader/PreparerPersonGrp/PhoneNum08322300967
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY PLOCH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-07T14:02:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,905
Liabilities
-
Net assets
$3,905
Revenue
$7,176
Expenses
$5,276
Net income
$1,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.76$15.6$18.1$2.45
2023Summary only. Only limited summary data is available for this year.$3.21$0.00$9.15$22.0$12.9
2022Detailed filing. Detailed filing data is available for this year.$16.1$16.1$13.2$24.5$11.3
2021Detailed filing. Detailed filing data is available for this year.$27.4$27.4$44.7$26.4$18.3
2020Detailed filing. Detailed filing data is available for this year.$9.07$9.07$15.6$9.91$5.64
2019Detailed filing. Detailed filing data is available for this year.$3.43$3.43$12.0$8.60$3.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$7.76$11.7$3.90
2017Detailed filing. Detailed filing data is available for this year.$3.91$3.91$7.18$5.28$1.90
2016Detailed filing. Detailed filing data is available for this year.$2.01$2.01$7.48$10.6$3.10
2015Detailed filing. Detailed filing data is available for this year.$5.10$5.10$10.7$11.3$0.67
2014Summary only. Only limited summary data is available for this year.$5.77$0.00$21.7$18.0$3.71
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$5.71$8.31$2.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.66$9.34$23.7$14.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$0.00$19.1$56.7$41.4$15.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$3.75$54.5$55.2$0.65
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits