Civic Intelligence

The Above and Beyond Foundation

990 • Fiscal year 2020 • EIN 82-2656263

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization ProfileWWW.TAABF.ORG
403 N Wabash Ave 14AChicago, IL 60611

(630) 215-7415

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

1008%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

691%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$78,906

Up $71,783 (+1008%) from 2019

Net Assets

Up

$77,142

Up $70,019 (+983%) from 2019

Liabilities

$1,764

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin67th percentile

Revenue

Up

$386,109

Up $337,314 (+691%) from 2019

Expenses

Up

$316,090

Up $241,228 (+322%) from 2019

Net Income

Up

$70,019

Up $96,086 (+369%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$200K$150K$100K$50K$0Assets 2017: $8,232Liabilities 2017: $02017Assets 2018: $33,190Net Assets 2018: $33,1902018Assets 2019: $7,123Net Assets 2019: $7,1232019Assets 2020: $78,906Liabilities 2020: $1,764Net Assets 2020: $77,1422020Assets 2021: $78,725Liabilities 2021: $0Net Assets 2021: $78,7252021Assets 2022: $145,511Liabilities 2022: $0Net Assets 2022: $145,5112022Assets 2023: $155,394Liabilities 2023: $0Net Assets 2023: $155,3942023Assets 2024: $137,253Liabilities 2024: $0Net Assets 2024: $137,2532024

Highlighted filing

2020

Assets$78,906
Liabilities$1,764
Net Assets$77,142
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KRevenue 2017: $30,000Expenses 2017: $21,768Net Income 2017: $8,2322017Revenue 2018: $78,643Expenses 2018: $53,685Net Income 2018: $24,9582018Revenue 2019: $48,795Expenses 2019: $74,862Net Income 2019: -$26,0672019Revenue 2020: $386,109Expenses 2020: $316,090Net Income 2020: $70,0192020Revenue 2021: $250,347Expenses 2021: $248,764Net Income 2021: $1,5832021Revenue 2022: $134,596Expenses 2022: $67,810Net Income 2022: $66,7862022Revenue 2023: $189,392Expenses 2023: $179,509Net Income 2023: $9,8832023Revenue 2024: $164,349Expenses 2024: $182,490Net Income 2024: -$18,1412024

Highlighted filing

2020

Revenue$386,109
Expenses$316,090
Net Income$70,019
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$386,109
Mission and Program Overview

Mission

The above and beyond foundation was founded in order to recognize individuals employed in the hospitality industry that personally embrace the spirit of hospitality by performing with excellence in their role, regardless of job title or income bracket. The foundation seeks to recognize and reward these outstanding individuals by providing grants to help them attain their personal and professional goals and better their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,123$78,906▲ $71,783
Total Assets$7,123$78,906▲ $71,783
Liabilities
Other Liabilities-$1,764-
Total Liabilities$0$1,764▲ $1,764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,123$77,142▲ $70,019
Total Net Assets Fund Balance$7,123$77,142▲ $70,019
Total Liabilities and Net Assets / Fund Balance$7,123$78,906▲ $71,783
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Tony LorenzPresident
John C ReimersDirector
Stacy LucheriniDirector
Kevin EdmundsExec. Comm.
Kurt PabenExec. Comm.
Lynn PavonyExec. Comm.
Rhonda BrewerExec. Comm.
Mary Jo Valentine BlytheFounder
Paul MearsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$386,109
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$386,109
Change in Net Assets
$70,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$386,109
Total Revenue per Audited Statements
$386,109
Total Revenue per Form 990
$386,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$305,500
Other Expenses$10,590
Total Fundraising Expense$5,181
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$305,500--$305,500
Office Expenses$258$682$3,855$4,795
Fees for Services Accounting-$3,373-$3,373
Advertising$1,070-$1,070$2,140
Other Expenses-$26$256$282
Total Functional Expenses$306,828$4,081$5,181$316,090

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$316,090
Total Expenses per Audited Statements$316,090
Total Expenses per Form 990$316,090
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Motivation ExcellenceBoard MemberSee BelowNo$296,648
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Masterplan$1,764
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the return will be reviewed with the ceo/founder of the foundation before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“If a conflict of interest is identified, an interested person may make a presentation at the governing board or committee meeting, but after the presentation, shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Above and Beyond Foundation
EIN
82-2656263
Phone
6302157415
Address
403 N WABASH AVE 14A, CHICAGO, IL 60611

Signing Officer

Name
Mary Jo Valentine Blythe
Title
Founder
Phone
3129880654
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Jo Valentine Blythe
Formed
2017
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Evenhouse & Co Pc
Address
1S660 MIDWEST RD STE 250, OAKBROOK TERRACE, IL 60181-4460
Preparer
Timothy J Vande Werken CPA
Phone
6308323225
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The above and beyond foundation was founded in order to recognize individuals employed in the hospitality industry that personally embrace the spirit of hospitality by performing with excellence in their role, regardless of job title or income bracket. The foundation seeks to recognize and reward these outstanding individuals by providing grants to help them attain their personal and professional goals and better their lives.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Examples of tax positions include the tax-exempt status of the foundation and the continued tax-exempt status of various positions related to the potential sources of unrelated business taxable income (ubti). At december 31, 2020, there were no unrecognized tax benefits identified or recorded as liabilities.”

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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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0296648
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE BELOW
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0MOTIVATION EXCELLENCE ASSISTED THE FOUNDATION IN DISTRIBUTING GRANT PAYMENTS DURING 2020. AN EXECUTIVE AT MOTIVATION EXCELLENCE IS ALSO ON THE FOUNDATION'S BOARD OF DIRECTORS. DURING 2020, THE FOUNDATION PAID MOTIVATION EXCELLENCE 296,648.25, WHICH INCLUDED FEES OF 148.25, FOR VISA CARDS AS PART OF A GRANT PROGRAM.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ABOVE AND BEYOND FOUNDATION WAS FOUNDED IN ORDER TO RECOGNIZE INDIVIDUALS EMPLOYED IN THE HOSPITALITY INDUSTRY THAT PERSONALLY EMBRACE THE SPIRIT OF HOSPITALITY BY PERFORMING WITH EXCELLENCE IN THEIR ROLE, REGARDLESS OF JOB TITLE OR INCOME BRACKET. THE FOUNDATION SEEKS TO RECOGNIZE AND REWARD THESE OUTSTANDING INDIVIDUALS BY PROVIDING GRANTS TO HELP THEM ATTAIN THEIR PERSONAL AND PROFESSIONAL GOALS AND BETTER THEIR LIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN WILL BE REVIEWED WITH THE CEO/FOUNDER OF THE FOUNDATION BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF A CONFLICT OF INTEREST IS IDENTIFIED, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/StatesWhereCopyOfReturnIsFldCd1CA
IRS990/StatesWhereCopyOfReturnIsFldCd2CO
IRS990/StatesWhereCopyOfReturnIsFldCd3FL
IRS990/StatesWhereCopyOfReturnIsFldCd4NV
IRS990/StatesWhereCopyOfReturnIsFldCd5NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07123
IRS990/TotalAssetsEOYAmt078906
IRS990/TotalAssetsGrp/BOYAmt07123
IRS990/TotalAssetsGrp/EOYAmt078906
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0386109
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05181
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04081
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0306828
IRS990/TotalFunctionalExpensesGrp/TotalAmt0316090
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01764
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01764
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07123
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt077142
IRS990/TotalProgramServiceExpensesAmt0306828
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0386109
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07123
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078906
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0403 N WABASH 14A
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060611
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.TAABF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY JO VALENTINE BLYTHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum03129880654
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ABOVE AND BEYOND FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARY JO BLYTHE
ReturnHeader/Filer/BusinessNameControlTxt0ABOV
ReturnHeader/Filer/EIN0822656263
ReturnHeader/Filer/PhoneNum06302157415
ReturnHeader/Filer/USAddress/AddressLine1Txt0403 N WABASH AVE 14A
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362848023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVENHOUSE & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01S660 MIDWEST RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKBROOK TERRACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601814460
ReturnHeader/PreparerPersonGrp/PhoneNum06308323225
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J VANDE WERKEN CPA
ReturnHeader/ReturnTs02021-11-09T12:48:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY JO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALENTINE BLYTHE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,906
Liabilities
$1,764
Net assets
$77,142
Revenue
$386,109
Expenses
$316,090
Net income
$70,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$1.64$1.82$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.89$1.80$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.35$0.68$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$2.50$2.49$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$3.86$3.16$0.70
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.49$0.75$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.79$0.54$0.25
2017Summary only. Only limited summary data is available for this year.$0.08$0.00$0.30$0.22$0.08