Civic Intelligence

Goal Beyond Inc.

990 • Fiscal year 2021 • EIN 85-1410105

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
402 W Broadway Fl 20San Diego, CA 92101

(619) 684-7218

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.08x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

$973,807

No earlier filing loaded for comparison.

Net Assets

$959,413

No earlier filing loaded for comparison.

Liabilities

$14,394

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

$175,000

No earlier filing loaded for comparison.

Expenses

$16,682

No earlier filing loaded for comparison.

Net Income

$158,318

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2021: $973,807Liabilities 2021: $14,394Net Assets 2021: $959,4132021Assets 2022: $881,156Liabilities 2022: $8,000Net Assets 2022: $873,1562022Assets 2024: $493,579Liabilities 2024: $418Net Assets 2024: $493,1612024

Highlighted filing

2021

Assets$973,807
Liabilities$14,394
Net Assets$959,413
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2021: $175,000Expenses 2021: $16,682Net Income 2021: $158,3182021Revenue 2022: $10,000Expenses 2022: $96,257Net Income 2022: -$86,2572022Revenue 2024: $58,900Expenses 2024: $432,752Net Income 2024: -$373,8522024

Highlighted filing

2021

Revenue$175,000
Expenses$16,682
Net Income$158,318
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$175,000
Mission and Program Overview

Mission

to provide students the necessary resources to succeed in higher education, pursue lifelong learning opportunities, and obtain the requisite training to secure their desired career.

The organization's mission is to inspire learners to access high-quality, affordable education and training in order to pursue lifelong career opportunities that enable economic mobility and a positive social impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$951,682-
Accounts Receivable-$14,214-
Cash and Non-Interest-Bearing Accounts$825,000$7,911▼ $817,089
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$825,000$973,807▲ $148,807
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$23,905$14,394▼ $9,511
Total Liabilities$23,905$14,394▼ $9,511
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$801,095$959,413▲ $158,318
Total Net Assets Fund Balance$801,095$959,413▲ $158,318
Total Liabilities and Net Assets / Fund Balance$825,000$973,807▲ $148,807
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Kim FolsomDirector
Michael Kartalija BelchDirector
Kenneth RuggieroCEO
Ryan GrayCFO
Tristan FlemingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$175,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$175,000
Change in Net Assets
$158,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,682
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
Fees for Service Investment Mgmnt Fees$4,063$4,062-$8,125
Fees for Services Legal$3,104$3,103-$6,207
Other Expenses$122$371-$122
Total Functional Expenses$9,146$7,536$0$16,682
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“On June 30, 2021, the organization amended its articles of incorporation to include a specific purpose consistent with the organization's mission statement as set forth herein. On August 2, 2022, the organization amended its articles of incorporation to update its legal name from Califi, Inc. to Goal Beyond, Inc.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the Form 990 was provided to the CEO for review and comment prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization monitors and enforces its compliance with the conflict of interest policy by requiring each director and officer to disclose, in writing, potential or actual conflicts of interest on an annual basis.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The organization's form 1023 and form 990 returns are accessible to the public through the california attorney general charities registry. The organization can also make such documents available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents subject to public disclosure or inspection are available upon written request made to the organization.”

Filing and Contact Details

Filer

Filer Name
Goal Beyond Inc
EIN
85-1410105
Phone
6196847218
Address
402 W Broadway Fl 20, San Diego, CA 92101

Signing Officer

Name
Kenneth Ruggiero
Title
CEO
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Ruggiero
Formed
2020
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
2

Preparer

Firm
Tovella Dowling PC
Address
501 W Broadway Suite 1310, San Diego, CA 92101
Preparer
Julie U Nguyen Esq
Phone
6199309332
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0On June 30, 2021, the organization amended its articles of incorporation to include a specific purpose consistent with the organization's mission statement as set forth herein. On August 2, 2022, the organization amended its articles of incorporation to update its legal name from Califi, Inc. to Goal Beyond, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 was provided to the CEO for review and comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization monitors and enforces its compliance with the conflict of interest policy by requiring each director and officer to disclose, in writing, potential or actual conflicts of interest on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 1023 AND FORM 990 RETURNS ARE ACCESSIBLE TO THE PUBLIC THROUGH THE CALIFORNIA ATTORNEY GENERAL CHARITIES REGISTRY. THE ORGANIZATION CAN ALSO MAKE SUCH DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents subject to public disclosure or inspection are available upon written request made to the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Ruggiero
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Goal Beyond Inc
ReturnHeader/Filer/BusinessNameControlTxt0GOAL
ReturnHeader/Filer/EIN0851410105
ReturnHeader/Filer/PhoneNum06196847218
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 W Broadway Fl 20
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872635810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tovella Dowling PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 W Broadway Suite 1310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06199309332
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie U Nguyen Esq
ReturnHeader/ReturnTs02022-11-15T18:12:28-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kenneth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ruggiero
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$973,807
Liabilities
$14,394
Net assets
$959,413
Revenue
$175,000
Expenses
$16,682
Net income
$158,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.00$4.93$0.59$4.33$3.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$0.08$8.73$0.10$0.96$0.86
2021Detailed filing. Detailed filing data is available for this year.$9.74$0.14$9.59$1.75$0.17$1.58