Civic Intelligence

Beyond Capital Fund

990 • Fiscal year 2019 • EIN 27-0221990

Jun 01, 2018 to May 31, 2019 • Filed on Jul 15, 2020

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

92nd percentile

0.71x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

0.87x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$335,083

Up $83,575 (+33%) from 2018

Net Assets

Down

$97,829

Down $153,679 (-61%) from 2018

Liabilities

Up

$237,254

Up $237,254 from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin7th percentile

Revenue

Down

$274,159

Down $71,424 (-21%) from 2018

Expenses

Up

$427,838

Up $78,958 (+23%) from 2018

Net Income

Down

-$153,679

Down $150,382 (-4561%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$335,083
Liabilities$237,254
Net Assets$97,829
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$274,159
Expenses$427,838
Net Income-$153,679
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$274,159
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$193,561$325,389▲ $131,828
Rtn Earn Endowment Incm Other Fnds$251,508$97,829▼ $153,679
Cash and Non-Interest-Bearing Accounts$57,947--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$251,508$335,083▲ $83,575
Other Assets Total$0$9,694▲ $9,694
Liabilities
Accounts Payable and Accrued Expenses-$237,254-
Total Liabilities$0$237,254▲ $237,254
Net Assets / Fund Balance
Total Net Assets Fund Balance$251,508$97,829▼ $153,679
Total Liabilities and Net Assets / Fund Balance$251,508$335,083▲ $83,575

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$325,389--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Hooman YazhariBoard Chairman
Eric DeltourDirector
Gabriel EckensteinDirector
John MckennaDirector
Marty KuehneDirector
Rama KannanDirector
Thomas WenkDirector
Eva YazhariChief Executive Officer
Brian AxelradChief Information Officer
Nicholas JavaChief of Staff
Revenue and Support

Revenue Composition

Contributions and Grants
$274,159
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$274,159
Change in Net Assets
$-153,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,650
Salaries, Compensation, and Employee Benefits$168,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$168,188--$168,188
All Other Expenses$42,415--$42,415
Other Expenses$16,511--$16,511
Advertising$16,500--$16,500
Travel$12,744--$12,744
Fees for Services Other$3,807--$3,807
Total Functional Expenses$427,838$0$0$427,838
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The board chairman and chief executive officer are married.”

Form 990, Part VI, Section B, Line 11B

“A copy of tax return was provided to governing body to review before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request.”

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
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eva Yazhari
Formed
2009
Legal Domicile
De
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman & Co Llp
Address
529 FIFTH AVENUE, NEW YORK, NY 10017-4683
Preparer
Otoma Lowery
Phone
2126971000
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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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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0325389
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0325389
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CHAIRMAN AND CHIEF EXECUTIVE OFFICER ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF TAX RETURN WAS PROVIDED TO GOVERNING BODY TO REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalLiabilitiesBOYAmt00
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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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/ReturnTs02020-07-15T18:12:43-05:00
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ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$335,083
Liabilities
$237,254
Net assets
$97,829
Revenue
$274,159
Expenses
$427,838
Net income
-$153,679
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