Beyond Differences FY2022 filing

San Rafael, CAUnknown exempt organization EIN 27-1772372Revenue $2.0M in FY2022

On file with the IRSbeyonddifferences.orgPo Box 9070 · San Rafael, CA

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Our mission is to "Inspire students at all middle schools nationwide to end social isolation and create a culture of belonging for everyone."

65¢ of each $1 spent went to programs.
$382K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $83K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
65%
of spending
Worth a look: 65% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$382K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
14 mo
of spending, in cash
Looks good: 13.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
16
named funders · $1.0M
Looks good: 16 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$121K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
+6% vs prior year
Spent
$1.6M
To programs
65%
Net assets
$2.4M
By yearFY2020–FY2025
Revenue
$2.0M
FY2022▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$1.9M
FY2022$2.0M
FY2023$1.8M
FY2024$2.8M
FY2025$946K
Expenses
$1.6M
FY2022▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.3M
FY2022$1.6M
FY2023$2.5M
FY2024$3.0M
FY2025$586K
Net assets
$2.4M
FY2022▲ +63%
Tap a bar for its year
Net assets by fiscal year
FY2020$843K
FY2021$1.5M
FY2022$2.4M
FY2023$1.7M
FY2024$1.5M
FY2025$0

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $1.0M Management & general 17% · $269K Fundraising 18% · $298K

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

21 people listed on the 990; $382K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$165,089Pt VII · Sec A
Dir Edu Prgm
$108,500Pt VII · Sec A
Dir Nat'l Prgm
$108,500Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Laura Talmus$175,000$175,000$165,089$155,178$155,178
Sally Matsuishi$131,250$135,000———
Lisette Ostrander$130,849$135,000$108,500$101,000$101,000
Alyssa Ching$131,250$124,583———
Casey Mancl$131,250$108,958———
Laurel Druke—$120,000———
Sally Kuhlman——$108,500$100,000$100,000

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.

See Beyond Differences executive salaries →

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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 15aNo

Programs and updates

Empowers middle school students nationwide to end social isolation and foster belonging.

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Provided by the organization

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1 program · $1.0M · in their own filed words · FY2021
01

Beyond Differences was founded by Laura Talmus and Ace Smith to honor the life and memory of their daughter Lili Rachel Smith (19942009). Since 2010, Lili has been the inspiration and guiding light for the organizations accomplishments and growth.

$1.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 16 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$1.9M
Other incomeLn 4–11$138K
Investment incomeLn 3$497
Money outPt IX
$1.6M
Ln 25
Programscol B$1.0M
Managementcol C$269K
Fundraisingcol D$298K
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$2.5M
LiabilitiesLn 26$121K
PeoplePt VI, VII
21
listed · VII A
PaidVII A3
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$330K
Fundraising eventsLn 1c$579K
Investment incomeLn 3$497
Other incomeLn 4–11$138K
Gains on assetsLn 7$0
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$0
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$1K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$2.5M
LiabilitiesLn 26$121K
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 517
VolunteersI 676
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.6M$1.9M
InvestmentsLn 11–13$860$1K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.7M$2.5M
LiabilitiesLn 26$201K$121K
Net assetsLn 32$1.5M$2.4M
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$165K$122K$24K$19K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$611K$451K$89K$71K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$34K$23K$8K$3K
Payroll taxesLn 10$62K$44K$10K$8K
Management feesLn 11a$0
Legal feesLn 11b$8K$693$7K
Accounting feesLn 11c$44K$44K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$99K$99K
Investment management feesLn 11f$0
Other fees for servicesLn 11g$295K$238K$35K$22K
Advertising and promotionLn 12$6K$3K$2K$663
Office expensesLn 13$81K$34K$4K$43K
Information technologyLn 14$48K$33K$9K$6K
RoyaltiesLn 15$0
OccupancyLn 16$4K$4K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$47K$26K$1K$20K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$12K$12K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$90K$72K$12K$6K
All other expensesLn 24e$0
Total functional expensesLn 25$1.6M$1.0M$269K$298K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $946K$586K$359K$0 990 PDF
FY2024 $2.8M$3.0M−$211K$1.5M 990 PDF
FY2023 $1.8M$2.5M−$704K$1.7M 990 PDF
FY2022 Viewing $2.0M$1.6M$395K$2.4M 990 PDF
FY2021 $1.9M$1.3M$611K$1.5M 990 PDF
FY2020 $1.5M$1.5M$50K$843K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $2,011,823 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,772,683$1,873,208
I-9 Program service revenue$0
I-10 Investment incomePrior year $107$497
I-11 Other revenuePrior year $131,974$138,118
I-12 Total revenuePrior year $1,904,764$2,011,823
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $749,961$872,639
I-16a Professional fundraising feesPrior year $44,528$98,691
I-17 Other expensesPrior year $499,713$645,654
I-18 Total expensesPrior year $1,294,202$1,616,984
I-19 Revenue less expensesPrior year $610,562$394,839
Part VI · Governance 17 of 17 board members independent, 2 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,011,823 across 11 lines filed
VIII-1c Fundraising events$579,439
VIII-1e Government grants$329,949
VIII-1f All other contributions, gifts and grants$963,820
VIII-1h Total contributions, gifts and grants$1,873,208
VIII-3 Investment incomeExcluded from tax $497$497
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-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $138,118$138,118
VIII-12 Total revenueRelated to mission $138,118 · Excluded from tax $497$2,011,823
Part IX · Statement of functional expenses $1,616,984 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 staffPrograms $121,702 · Management $24,116 · Fundraising $19,271$165,089
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $450,760 · Management $89,321 · Fundraising $71,376$611,457
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $23,062 · Management $8,366 · Fundraising $3,020$34,448
IX-10 Payroll taxesPrograms $44,018 · Management $9,684 · Fundraising $7,943$61,645
IX-11a Management fees$0
IX-11b Legal feesPrograms $693 · Management $6,864$7,557
IX-11c Accounting feesManagement $43,515$43,515
IX-11d Lobbying fees$0
IX-11e Professional fundraising feesFundraising $98,691$98,691
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $237,577 · Management $35,017 · Fundraising $22,359$294,953
IX-12 Advertising and promotionPrograms $3,097 · Management $1,961 · Fundraising $663$5,721
IX-13 Office expensesPrograms $34,146 · Management $4,439 · Fundraising $42,814$81,399
IX-14 Information technologyPrograms $33,463 · Management $8,637 · Fundraising $5,737$47,837
IX-15 Royalties$0
IX-16 OccupancyPrograms $3,551$3,551
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $26,049 · Management $1,241 · Fundraising $19,501$46,791
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $12,454$12,454
IX-23 InsuranceManagement $11,626$11,626
IX-24 Other expenses (24a–d)Programs $71,789 · Management $12,252 · Fundraising $6,209$90,250
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,049,907 · Management $269,493 · Fundraising $297,584$1,616,984
Part X · Balance sheet $2,494,389 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $1,324,463$1,857,200
X-2 Savings and temporary cash investmentsStart of year $238,498$0
X-3 Pledges and grants receivableStart of year $56,833$609,633
X-4 Accounts receivableStart of year $32$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$4,367
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $860$1,394
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $34,250$21,795
X-15 Other assets$0
X-16 Total assetsStart of year $1,654,936$2,494,389
X-17 Accounts payable and accrued expensesStart of year $201,373$121,169
X-26 Total liabilitiesStart of year $201,373$121,169
X-27 Net assets without donor restrictionsStart of year $1,104,734$1,461,772
X-28 Net assets with donor restrictionsStart of year $348,829$911,448
X-32 Total net assets or fund balancesStart of year $1,453,563$2,373,220
X-33 Total liabilities and net assetsStart of year $1,654,936$2,494,389
Part XI · Reconciliation of net assets $2,373,220 net assets at year end
XI-1 Total revenue$2,011,823
XI-2 Total expenses$1,616,984
XI-3 Revenue less expenses$394,839
XI-4 Net assets at start of year$1,453,563
XI-9 Other changes in net assets$524,818
XI-10 Net assets at end of year$2,373,220

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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