Civic Intelligence

Beyond Careers

990EZ • Fiscal year 2024 • EIN 81-0622966

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$6,300

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

6th percentile

-76%

Faster asset growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

70%

Faster revenue growth than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$759

Down $2,450 (-76%) from 2023

Net Assets

$759

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$15,600

Up $6,450 (+70%) from 2023

Expenses

Down

$18,050

Down $3,962 (-18%) from 2023

Net Income

Up

-$2,450

Up $10,412 (+81%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$759
Liabilities-
Net Assets$759

Operations Trend

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

2024

Revenue$15,600
Expenses$18,050
Net Income-$2,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$15,600
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
Provide Volunteer Income Tax Assistance (VITA) free virtual tax preparation andindependent study online training for 15 volunteers.$0$15,343
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara A DavisExecutive DirectorFT$6,300-$6,300
Jonathan L DavisPresidentPT$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
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Kathy Ploch CPA
Address
P O BOX 820182, HOUSTON, TX 77282
Preparer
Kathy Ploch CPA
Phone
2814964275
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Supplies 5403.

Form 990EZ, Part I, Line 16

Conferences & meetings 426.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part I, Line 16

Business expenses 453.

Raw XML Appendix182 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/BOYAmt03209
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01600
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2450
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03209
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0759
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt015600
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03209
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0759
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03209
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0759
IRS990EZ/OccupancyRentUtltsAndMaintAmt02393
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara A Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jonathan L Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joan Wills
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tx State Rep Shawn Thierry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06282
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/ProgramServiceRevenueAmt014000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Volunteer Income Tax Assistance (VITA) free virtual tax preparation andindependent study online training for 15 volunteers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015343
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018050
IRS990EZ/TotalProgramServiceExpensesAmt015343
IRS990EZ/TotalRevenueAmt015600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.beyondcareers.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt043495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt098245
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015550
IRS990ScheduleA/Total509Grp/TotalAmt098245
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098245
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 5403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences & meetings 426.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Business expenses 453.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara A Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02819006413
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460830510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATHY PLOCH CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 820182
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077282
ReturnHeader/PreparerPersonGrp/PhoneNum02814964275
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY PLOCH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-02T14:25:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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