Civic Intelligence

Beyond Capital Fund

990EZ • Fiscal year 2017 • EIN 27-0221990

Jun 01, 2016 to May 31, 2017 • Filed on Oct 16, 2017

Organization ProfileWWW.BEYONDCAPITALFUND.ORG
6210 Raintree CourtDallas, TX 75254

(646) 344-9723

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

92nd percentile

122%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$256,964

Up $141,181 (+122%) from 2016

Net Assets

Up

$254,805

Up $139,022 (+120%) from 2016

Liabilities

Up

$2,159

Up $2,159 from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin78th percentile

Revenue

Down

$114,334

Down $7,177 (-5.9%) from 2016

Expenses

Up

$88,880

Up $2,822 (+3.3%) from 2016

Net Income

Down

$25,454

Down $9,999 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$1.0M$500K$0Assets 2016: $115,783Liabilities 2016: $0Net Assets 2016: $115,7832016Assets 2017: $256,964Liabilities 2017: $2,159Net Assets 2017: $254,8052017Assets 2018: $251,508Liabilities 2018: $0Net Assets 2018: $251,5082018Assets 2019: $335,083Liabilities 2019: $237,254Net Assets 2019: $97,8292019Assets 2020: $536,640Liabilities 2020: $0Net Assets 2020: $536,6402020Assets 2021: $724,334Liabilities 2021: $0Net Assets 2021: $724,3342021Assets 2022: $899,246Liabilities 2022: $0Net Assets 2022: $899,2462022Assets 2023: $835,699Liabilities 2023: $3,500Net Assets 2023: $832,1992023Assets 2024: $772,477Liabilities 2024: $2,850Net Assets 2024: $769,6272024

Highlighted filing

2017

Assets$256,964
Liabilities$2,159
Net Assets$254,805
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2016: $121,511Expenses 2016: $86,058Net Income 2016: $35,4532016Revenue 2017: $114,334Expenses 2017: $88,880Net Income 2017: $25,4542017Revenue 2018: $345,583Expenses 2018: $348,880Net Income 2018: -$3,2972018Revenue 2019: $274,159Expenses 2019: $427,838Net Income 2019: -$153,6792019Revenue 2020: $333,013Expenses 2020: $400,823Net Income 2020: -$67,8102020Revenue 2021: $607,312Expenses 2021: $278,729Net Income 2021: $328,5832021Revenue 2022: $534,615Expenses 2022: $359,703Net Income 2022: $174,9122022Revenue 2023: $244,421Expenses 2023: $363,201Net Income 2023: -$118,7802023Revenue 2024: $249,507Expenses 2024: $312,079Net Income 2024: -$62,5722024

Highlighted filing

2017

Revenue$114,334
Expenses$88,880
Net Income$25,454
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$114,334
Mission and Program Overview

Mission

We are a social impact fund that invests in for-profit social enterprises throughout india and east africa that is dedicated to (a) filling the capital gap as the first professional investment capital in a social enterprise, in addition to (b) providing management advisory, pro bono resources and mentoring to ensure the enterprise's success and to (c) being a long-term partner to help them maintain fidelity to shared goals for their social mission.

Program Services

DescriptionGrantsExpenses
WHAT DO WE DO? WE ARE A SOCIAL IMPACT FUND THAT INVESTS IN FOR-PROFIT SOCIAL ENTERPRISES THROUGHOUT INDIA AND EAST AFRICA. THOUGH WE SEEK MARKET RATE FINANCIAL RETURNS, BEYOND CAPITAL IS STRUCTURED AS A NONPROFIT,AND WE CAN REMAIN PATIENT AND NOT PRESSURED BY ARBITRARY FUND HORIZONS, WHICH PERMITS US TO EMPHASIZE FIDELITY TO OUR SOCIAL MISSION ALONGSIDE OUR FINANCIAL MANDATE.FOR WHOM DO WE DO IT? WE INVEST IN BUSINESSES FOCUSED ON GREATER ACCESS TO HEALTH CARE, WATER, SANITATION AND ENERGY, AS WELL AS FOOD SECURITY AND FINANCIAL INCLUSION, WHICH CAN INCREASE THE QUALITY OF LIFE AND STANDARD OF LIVING FOR CONSUMERS AT THE BOTTOM OF THE PYRAMID.WHEN DO WE DO IT? OFTEN, WE ARE THE FIRST PROFESSIONAL INVESTMENT CAPITAL AND CAN BE DEPLOYED IN CONJUNCTION WITH FOUNDATION GRANTS OR REPAYABLE DEVELOPMENT GRANT CAPITAL. WE EXIST IN A CAPITAL GAP PROFESSIONAL INVESTORS ARE IN SHORT SUPPLY BECAUSE SOCIAL ENTERPRISES APPEAR HIGHER RISK IN DEVELOPING MARKETS. OUR EXPERTISE AND FAMILIARITY WITH THESE MARKETS, MITIGATES THE CHALLENGES OF INVESTING IN WHAT ARE PERCEIVED HIGH-RISK INVESTMENTS FOR OTHERS.HOW DO WE DO IT? WE TACKLE THE LACK OF CAPITAL FOR SOCIAL ENTERPRISES BY PROVIDING SEED STAGE INVESTMENT, MANAGEMENT ADVISORY, PRO BONO RESOURCES AND MENTORING.(1) WE MAKE "SEED" INVESTMENTS IN EARLY-STAGE COMPANIES. AT THE TIME WE INVEST, OUR COMPANIES HAVE DEFINED THEIR BUSINESS CHALLENGES AND OPERATIONS AND MEETING THE MARKET WORKING TO VALIDATE THEIR BUSINESS MODEL.(2) IT'S INHERENT IN OUR NAME. IN ADDITION TO CAPITAL, WE PROVIDE "BEYOND CAPITAL" RESOURCES TO SOCIAL ENTERPRISES BOTH IN AND OUT OF OUR CAPITAL PORTFOLIO IT'S A CRUCIAL PART OF OUR EARLY STAGE INVESTINGSTRATEGY. OUR "BEYOND CAPITAL" OFFERINGS INCLUDE PROVISION OF PRO- OR LOW- BONO LEGAL AND FINANCIAL ADVISORY ASSISTANCE, AS WELL AS CONNECTION TO OUR NETWORK OF ADVISORS AND IN SOME INSTANCES, INVOLVEMENT IN OUR MENTORSHIP PROGRAM.(3) WE BRING LIKE-MINDED INVESTORS, EXPERTS AND OTHER PARTNER RESOURCES TO PARTICIPATE IN THE CONVERSATION AND TO BROADEN THE SCOPE AND REACH OF IMPACT INVESTING AS A DISCIPLINE.$0$6,483
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOOMAN YAZHARIBoard ChairmanPT$0--
EVA YAZHARIChief Executive OfficerFT$0--
BRIAN AXELRADChief Information OfficerFT$0--
NICHOLAS JAVAChief Of StaffFT$0--
ERIC DELTOURDirectorPT$0--
GABRIEL ECKENSTEINDirectorPT$0--
JOHN MCKENNADirectorPT$0--
MARTY KUEHNEDirectorPT$0--
RAMA KANNANDirectorPT$0--
THOMAS WENKDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Beyond Capital Fund
EIN
27-0221990
Phone
6463449723
Address
6210 RAINTREE COURT, DALLAS, TX 75254

Signing Officer

Name
Eva Yazhari
Title
Chief Executive Officer
Phone
6463449723
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Co Llp
Address
529 FIFTH AVENUE, NEW YORK, NY 10017-4683
Preparer
Otoma Lowery
Phone
2126971000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: paypal and bank charges. Amount: 97. Description: website. Amount: 990. Description: travel. Amount: 2,105. Description: miscellaneous expense. Amount: 1,907. Description: opex. Amount: 2,045. Description: program expense. Amount: 6,483. Description: conference fee. Amount: 2,592. Total to form 990-ez, line 16: 16,219.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: investments. Amount: 113,568.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments. Beg. Of year amount: 15,876. End of year amount: 199,079.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: miscellaneous payable. Beg. Of year amount: 0. End of year amount: 2,159.”

Raw XML Appendix197 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0WE ARE A SOCIAL IMPACT FUND THAT INVESTS IN FOR-PROFIT SOCIAL ENTERPRISES THROUGHOUT INDIA AND EAST AFRICA THAT IS DEDICATED TO (A) FILLING THE CAPITAL GAP AS THE FIRST PROFESSIONAL INVESTMENT CAPITAL IN A SOCIAL ENTERPRISE, IN ADDITION TO (B) PROVIDING MANAGEMENT ADVISORY, PRO BONO RESOURCES AND MENTORING TO ENSURE THE ENTERPRISE'S SUCCESS AND TO (C) BEING A LONG-TERM PARTNER TO HELP THEM MAINTAIN FIDELITY TO SHARED GOALS FOR THEIR SOCIAL MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WHAT DO WE DO? WE ARE A SOCIAL IMPACT FUND THAT INVESTS IN FOR-PROFIT SOCIAL ENTERPRISES THROUGHOUT INDIA AND EAST AFRICA. THOUGH WE SEEK MARKET RATE FINANCIAL RETURNS, BEYOND CAPITAL IS STRUCTURED AS A NONPROFIT,AND WE CAN REMAIN PATIENT AND NOT PRESSURED BY ARBITRARY FUND HORIZONS, WHICH PERMITS US TO EMPHASIZE FIDELITY TO OUR SOCIAL MISSION ALONGSIDE OUR FINANCIAL MANDATE.FOR WHOM DO WE DO IT? WE INVEST IN BUSINESSES FOCUSED ON GREATER ACCESS TO HEALTH CARE, WATER, SANITATION AND ENERGY, AS WELL AS FOOD SECURITY AND FINANCIAL INCLUSION, WHICH CAN INCREASE THE QUALITY OF LIFE AND STANDARD OF LIVING FOR CONSUMERS AT THE BOTTOM OF THE PYRAMID.WHEN DO WE DO IT? OFTEN, WE ARE THE FIRST PROFESSIONAL INVESTMENT CAPITAL AND CAN BE DEPLOYED IN CONJUNCTION WITH FOUNDATION GRANTS OR REPAYABLE DEVELOPMENT GRANT CAPITAL. WE EXIST IN A CAPITAL GAP PROFESSIONAL INVESTORS ARE IN SHORT SUPPLY BECAUSE SOCIAL ENTERPRISES APPEAR HIGHER RISK IN DEVELOPING MARKETS. OUR EXPERTISE AND FAMILIARITY WITH THESE MARKETS, MITIGATES THE CHALLENGES OF INVESTING IN WHAT ARE PERCEIVED HIGH-RISK INVESTMENTS FOR OTHERS.HOW DO WE DO IT? WE TACKLE THE LACK OF CAPITAL FOR SOCIAL ENTERPRISES BY PROVIDING SEED STAGE INVESTMENT, MANAGEMENT ADVISORY, PRO BONO RESOURCES AND MENTORING.(1) WE MAKE "SEED" INVESTMENTS IN EARLY-STAGE COMPANIES. AT THE TIME WE INVEST, OUR COMPANIES HAVE DEFINED THEIR BUSINESS CHALLENGES AND OPERATIONS AND MEETING THE MARKET WORKING TO VALIDATE THEIR BUSINESS MODEL.(2) IT'S INHERENT IN OUR NAME. IN ADDITION TO CAPITAL, WE PROVIDE "BEYOND CAPITAL" RESOURCES TO SOCIAL ENTERPRISES BOTH IN AND OUT OF OUR CAPITAL PORTFOLIO IT'S A CRUCIAL PART OF OUR EARLY STAGE INVESTINGSTRATEGY. OUR "BEYOND CAPITAL" OFFERINGS INCLUDE PROVISION OF PRO- OR LOW- BONO LEGAL AND FINANCIAL ADVISORY ASSISTANCE, AS WELL AS CONNECTION TO OUR NETWORK OF ADVISORS AND IN SOME INSTANCES, INVOLVEMENT IN OUR MENTORSHIP PROGRAM.(3) WE BRING LIKE-MINDED INVESTORS, EXPERTS AND OTHER PARTNER RESOURCES TO PARTICIPATE IN THE CONVERSATION AND TO BROADEN THE SCOPE AND REACH OF IMPACT INVESTING AS A DISCIPLINE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYPAL AND BANK CHARGES. AMOUNT: 97. DESCRIPTION: WEBSITE. AMOUNT: 990. DESCRIPTION: TRAVEL. AMOUNT: 2,105. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,907. DESCRIPTION: OPEX. AMOUNT: 2,045. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 6,483. DESCRIPTION: CONFERENCE FEE. AMOUNT: 2,592. TOTAL TO FORM 990-EZ, LINE 16: 16,219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENTS. AMOUNT: 113,568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 15,876. END OF YEAR AMOUNT: 199,079.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MISCELLANEOUS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,159.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/FilingSecurityInformation/IPTm011:15:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222428965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0529 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100174683
ReturnHeader/PreparerPersonGrp/PhoneNum02126971000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OTOMA LOWERY
ReturnHeader/ReturnTs02017-10-16T15:40:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,964
Liabilities
$2,159
Net assets
$254,805
Revenue
$114,334
Expenses
$88,880
Net income
$25,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.72$0.03$7.70$2.50$3.12$0.63
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.36$0.04$8.32$2.44$3.63$1.19
2022Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$5.35$3.60$1.75
2021Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$6.07$2.79$3.29
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$3.33$4.01$0.68
2019Detailed filing. Detailed filing data is available for this year.$3.35$2.37$0.98$2.74$4.28$1.54
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$3.46$3.49$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.02$2.55$1.14$0.89$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.22$0.86$0.35