Beyond Expectations Academy INC FY2021 filing

Tax-deductible

Miami, FL501(c)(3)EducationEIN 26-2937832Revenue $1.5M in FY2021

On file with the IRSbeyondexpectationsmiami.com13262 Sw 119th Ter, 33186-4554 · Miami, FLTax-exempt since Feb 2010School — 170(b)(1)(A)(ii)

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The mission of this organization is to develop, manage, and operate the Beyond Expectations Academy on a year round basis as a not-for-profit school to educate, train, manage, tutuor, help, and mainstream autistic children into inclusion or a public school system.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$96K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $78K a year · 6% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$96K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$44
<0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 4 voting members
Worth a look: 1 of 4 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+12% vs prior year
Spent
$1.2M
To programs
92%
Net assets
$1.5M
By yearFY2020–FY2023
Revenue
$1.5M
FY2021▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.3M
FY2023$1.3M
Expenses
$1.2M
FY2021▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.4M
FY2023$1.4M
Net assets
$1.5M
FY2021▲ +26%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$1.4M
FY2023$1.2M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Feb 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $1.1M Management & general 8% · $96K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990; $96K paid to officers and key staff.

Part VII, Section A · reportable compensation
$96,100Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Urania Caldera’s $96K as President is at the 28th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Urania Caldera$95,600$95,600$96,100$92,900

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II3 listed

Programs and updates

Educates and trains autistic children for mainstreaming into public schools.

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1 program · $1.1M · in their own filed words · FY2021
01

Beyond Expectations Academy operates a private school for children with autism, down syndrome, cerebral palsy, and other disabilities. The School provides instruction, teaching, coaching, training camps, scholarships, and equipment for children with disabilities.

$1.1Mprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.3M
Fees for servicesLn 2g$203K
Investment incomeLn 3$46
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$96K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$813K
Total assetsLn 16$1.5M
LiabilitiesLn 26$44
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.3M
Fees for servicesLn 2g$203K
Investment incomeLn 3$46
Gains on assetsLn 7$0
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$223K
SavingsLn 2$590K
Cash and savings togetherLn 1–2$813K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$2
Total assetsLn 16$1.5M
LiabilitiesLn 26$44
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$820K$813K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$158K$44
Net assetsLn 32$1.2M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$96K$96K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$676K$676K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$59K$59K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$175$175
Office expensesLn 13$21K$21K
Information technologyLn 14$15K$15K
RoyaltiesLn 15$0
OccupancyLn 16$181K$181K
TravelLn 17$10K$10K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$16K$16K
Other expenses (24a–d)Ln 24$111K$111K
All other expensesLn 24e$38K$38K
Total functional expensesLn 25$1.2M$1.1M$96K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $1.3M$1.4M−$143K$1.2M 990 PDF
FY2022 $1.3M$1.4M−$88K$1.4M 990 PDF
FY2021 Viewing $1.5M$1.2M$308K$1.5M 990 PDF
FY2020 $1.4M$1.1M$237K$1.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,530,970 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,206,978$1,327,472
I-9 Program service revenuePrior year $160,460$203,452
I-10 Investment incomePrior year $70$46
I-11 Other revenue$0
I-12 Total revenuePrior year $1,367,508$1,530,970
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $824,600$831,353
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $305,653$391,947
I-18 Total expensesPrior year $1,130,253$1,223,300
I-19 Revenue less expensesPrior year $237,255$307,670
Part VI · Governance 1 of 4 board members independent, 3 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,530,970 across 10 lines filed
VIII-1e Government grants$1,312,738
VIII-1f All other contributions, gifts and grants$12,734
VIII-1h Total contributions, gifts and grants$1,327,472
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $203,452$203,452
VIII-3 Investment incomeRelated to mission $46$46
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $203,498$1,530,970
Part IX · Statement of functional expenses $1,223,300 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $96,100$96,100
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $676,375$676,375
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $58,878$58,878
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $175$175
IX-13 Office expensesPrograms $21,470$21,470
IX-14 Information technologyPrograms $14,948$14,948
IX-15 Royalties$0
IX-16 OccupancyPrograms $180,971$180,971
IX-17 TravelPrograms $10,286$10,286
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $15,500$15,500
IX-24 Other expenses (24a–d)Programs $110,723$110,723
IX-24e All other expensesPrograms $37,874$37,874
IX-25 Total functional expensesPrograms $1,127,200 · Management $96,100 · Fundraising $0$1,223,300
Part X · Balance sheet $1,470,534 assets, 16 lines filed
Asset lines not itemized here account for $456,752; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $350,490$223,018
X-2 Savings and temporary cash investmentsStart of year $470,004$590,005
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $163,871$200,757
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$2
X-16 Total assetsStart of year $1,320,470$1,470,534
X-26 Total liabilitiesStart of year $157,650$44
X-32 Total net assets or fund balancesStart of year $1,162,820$1,470,490
X-33 Total liabilities and net assetsStart of year $1,320,470$1,470,534
Part XI · Reconciliation of net assets $1,470,490 net assets at year end
XI-1 Total revenue$1,530,970
XI-2 Total expenses$1,223,300
XI-3 Revenue less expenses$307,670
XI-4 Net assets at start of year$1,162,820
XI-10 Net assets at end of year$1,470,490

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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