Civic Intelligence

Goal Beyond Inc.

990 • Fiscal year 2022 • EIN 85-1410105

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profilewww.goalbeyond.org
402 W Broadway Fl 20San Diego, CA 92101

(619) 684-7232

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

0.80x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-863%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

22nd percentile

-9.5%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$881,156

Down $92,651 (-9.5%) from 2021

Net Assets

Down

$873,156

Down $86,257 (-9.0%) from 2021

Liabilities

Down

$8,000

Down $6,394 (-44%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin1st percentile

Revenue

Down

$10,000

Down $165,000 (-94%) from 2021

Expenses

Up

$96,257

Up $79,575 (+477%) from 2021

Net Income

Down

-$86,257

Down $244,575 (-154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2022

Assets$881,156
Liabilities$8,000
Net Assets$873,156
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

2022

Revenue$10,000
Expenses$96,257
Net Income-$86,257
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$10,000
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$861,682▼ $90,000
Accounts Receivable$14,214$13,657▼ $557
Cash and Non-Interest-Bearing Accounts$7,911$5,817▼ $2,094
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$973,807$881,156▼ $92,651
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$14,394$8,000▼ $6,394
Total Liabilities$14,394$8,000▼ $6,394
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$959,413$873,156▼ $86,257
Total Net Assets Fund Balance$959,413$873,156▼ $86,257
Total Liabilities and Net Assets / Fund Balance$973,807$881,156▼ $92,651
Compensation and Service Providers
Top Officer Pay53rd 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
$10,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$-86,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,257
Grants and Similar Amounts Paid$10,000
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$39,688$39,687-$79,375
Grants to Domestic Individuals$10,000--$10,000
Fees for Services Legal$1,355$1,354-$2,709
Other Expenses$3,984$189-$189
Total Functional Expenses$55,027$41,230$0$96,257
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
Yes
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“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, Section C, Line 18

“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, Section C, Line 19

“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
6196847232
Address
402 W Broadway Fl 20, San Diego, CA 92101

Signing Officer

Name
Kenneth Ruggiero
Title
CEO
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Ruggiero
Formed
2020
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Tovella Dowling PC
Address
600 W Broadway Ste 660 San Diego, San Diego, CA 92101
Preparer
Julie U Nguyen Esq
Phone
6199309332
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization employs a robust grant monitoring process to ensure compliance with scholarship restrictions. Potential recipients must agree to and abide by the organization's scholarship rules prior to disbursement of any funds. Potential scholarship recipients are required to prove their enrollment status at an educational institution and must use awarded funds for the goals stated in their scholarship application, whether those goals involve financial independence, community service, innovation, career readiness, or other related objectives. The organization may rescind any undistributed scholarship award if the organization becomes aware of any misappropriation of funds or fraudulent actions by the recipient. Adherence to these terms enables the organization to uphold its charitable objectives and maintain accountability over scholarship expenditures.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was provided to the CEO for review and comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2THE 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/ExplanationTxt3Documents subject to public disclosure or inspection are available upon written request made to the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0Goal Beyond Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0854039978
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0investment management
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Goal Beyond Management Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt0705393
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0-120230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0402 W Broadway Fl 20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0San Diego
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0921013542
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0973807
IRS990/TotalAssetsEOYAmt0881156
IRS990/TotalAssetsGrp/BOYAmt0973807
IRS990/TotalAssetsGrp/EOYAmt0881156
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041230
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055027
IRS990/TotalFunctionalExpensesGrp/TotalAmt096257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014394
IRS990/TotalLiabilitiesEOYAmt08000
IRS990/TotalLiabilitiesGrp/BOYAmt014394
IRS990/TotalLiabilitiesGrp/EOYAmt08000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0959413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0873156
IRS990/TotalProgramServiceExpensesAmt055027
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0973807
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0881156
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0402 W Broadway Fl 20
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0921013542
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.goalbeyond.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Ruggiero
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Goal Beyond Inc
ReturnHeader/Filer/BusinessNameControlTxt0GOAL
ReturnHeader/Filer/EIN0851410105
ReturnHeader/Filer/PhoneNum06196847232
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 W Broadway Fl 20
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872635810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tovella Dowling PC

Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$881,156
Liabilities
$8,000
Net assets
$873,156
Revenue
$10,000
Expenses
$96,257
Net income
-$86,257
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.74$0.14$9.59$1.75$0.17$1.58