Goal Beyond Group INC

Tax-deductible

San Diego, CA501(c)(3)EducationEIN 33-1495303Revenue $350K in FY2024

On file with the IRSgoalbeyond.org402 West Broadway Fl20, 92101-3542 · San Diego, CATax-exempt since Jun 2025Publicly supported charity — 170(b)(1)(A)(vi)

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To empower learners across the U.S. to secure quality-first jobs by obtaining critical educational resources and training along the continuum of their journeys - thus driving durable economic mobility and sustainable livelihoods.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Run by 8 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$56K
215% of total assets
Concern: liabilities are 215% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$350K
Spent
$455K
To programs
68%
Net assets
−$30K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2025.

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

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $309K Management & general 32% · $146K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
President & CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Chief Operating Officer
$0Pt VII · Sec A
$0Pt VII · Sec A
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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides educational resources and training to help people get good jobs and build lasting careers.

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Provided by the organization

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3 programs · $309K · in their own filed words · FY2024
01

Bridge Program and Apprenticeships

Goal Beyond collaborates with various organizations to offer online and in-person paid experiential and apprenticeship opportunities to high school, college and post college work eligible adults that seek durable and soft skills necessary to enter the workforce and advance once in the workforce.

$309Kprogram expense
02

Education Finance

Goal Beyond intends to meet the needs of traditionally underserved and marginalized learners by offering affordable and accessible types of education financing, including low-cost loans, scholarships, grants, and/or income share agreements ("GB Access Loans") for learners to pay for the cost of attendance and living expenses associated…

Pt IX · col B
03

Rehabilitation for Delinquent and Defaulted Borrowers

Goal Beyond, through its Economic Mobility Fund, seeks to identify and rehabilitate borrowers with delinquent and or defaulted student loans by acquiring the debt of such borrowers, forgiving any outstanding balances on such loans, and working with such borrowers to repair their credit profile by offering services (directly or through…

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$350K
Ln 12
Gifts and grantsLn 1h$350K
Money outPt IX
$455K
Ln 25
Programscol B$309K
Managementcol C$146K
Owns and owesPt X
−$30K
net assets · Ln 32
Cash and savingsLn 1–2$26K
Total assetsLn 16$26K
LiabilitiesLn 26$56K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$350K
Total revenueLn 12$350K
Assets in detailPt X, end of year
CashLn 1$26K
Cash and savings togetherLn 1–2$26K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$26K
LiabilitiesLn 26$56K
Net assetsLn 32−$30K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$26K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$0$26K
LiabilitiesLn 26$0$56K
Net assetsLn 32$0−$30K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$109K$109K
Legal feesLn 11b$32K$32K
Other fees for servicesLn 11g$0$0$0$0
Information technologyLn 14$2K$2K
OccupancyLn 16$3K$3K
Other expenses (24a–d)Ln 24$309K$309K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$455K$309K$146K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $350K$455K−$105K−$30K 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 FY2024 990 (6 parts)
Part I · Summary $350,000 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$350,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $0$350,000
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$454,996
I-18 Total expensesPrior year $0$454,996
I-19 Revenue less expensesPrior year $0−$104,996
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $350,000 across 3 lines filed
VIII-1f All other contributions, gifts and grants$350,000
VIII-1h Total contributions, gifts and grants$350,000
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$350,000
Part IX · Statement of functional expenses $454,996 across 7 lines filed
IX-11a Management feesManagement $109,306$109,306
IX-11b Legal feesManagement $31,619$31,619
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-14 Information technologyManagement $2,082$2,082
IX-16 OccupancyManagement $2,989$2,989
IX-24 Other expenses (24a–d)Programs $309,000$309,000
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $309,000 · Management $145,996 · Fundraising $0$454,996
Part X · Balance sheet $26,110 assets, 9 lines filed
X-1 Cash, non-interest-bearing$26,110
X-10c Land, buildings and equipment, net$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $0$26,110
X-17 Accounts payable and accrued expenses$56,106
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$56,106
X-32 Total net assets or fund balancesStart of year $0−$29,996
X-33 Total liabilities and net assetsStart of year $0$26,110
Part XI · Reconciliation of net assets −$29,996 net assets at year end
XI-1 Total revenue$350,000
XI-2 Total expenses$454,996
XI-3 Revenue less expenses−$104,996
XI-4 Net assets at start of year$0
XI-9 Other changes in net assets$75,000
XI-10 Net assets at end of year−$29,996

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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