Civic Intelligence

Xlri Endowment Fund USA

990 • Fiscal year 2017 • EIN 46-1704444

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 04, 2018

Organization Profilewww.xlrifundusa.org
1143 Backbay DrIrving, TX 75063

(831) 427-7530

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

98th percentile

95%

Higher net margin than 98% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Down

$1,150

Down $1,650 (-59%) from 2016

Expenses

Up

$60

Up $29 (+94%) from 2016

Net Income

Down

$1,090

Down $1,679 (-61%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2014: $41,973Liabilities 2014: $0Net Assets 2014: $41,9732014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $74,684Liabilities 2021: $120Net Assets 2021: $74,5642021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $84,142Liabilities 2023: $245Net Assets 2023: $83,8972023Assets 2024: $86,509Liabilities 2024: $745Net Assets 2024: $85,7642024

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $62,750Expenses 2014: $20,345Net Income 2014: $42,4052014Revenue 2015: $16,970Expenses 2015: $107Net Income 2015: $16,8632015Revenue 2016: $2,800Expenses 2016: $31Net Income 2016: $2,7692016Revenue 2017: $1,150Expenses 2017: $60Net Income 2017: $1,0902017Revenue 2018: $791Expenses 2018: $38Net Income 2018: $7532018Revenue 2019: $0Expenses 2019: $60Net Income 2019: -$602019Revenue 2020: $3,200Expenses 2020: $2,879Net Income 2020: $3212020Revenue 2021: $10,949Expenses 2021: $94Net Income 2021: $10,8552021Revenue 2022: $388Expenses 2022: $320Net Income 2022: $682022Revenue 2023: $19,357Expenses 2023: $9,898Net Income 2023: $9,4592023Revenue 2024: $21,779Expenses 2024: $19,912Net Income 2024: $1,8672024

Highlighted filing

2017

Revenue$1,150
Expenses$60
Net Income$1,090
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 4, 2018
Return Version
2017v2.2
Gross Receipts
$1,150
Mission and Program Overview

Mission

Fund educational activities An association that will raise funds which will be for the benefit of the XLRI School of Management Studies or other similar premier institutions, conducting research

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
AbrahamEnthemkuzhy
AvjitGhosh
AdityaGupta
Venkat NKarimanasseri
JoseKurian
JanPyda
SharadSarin
JaySrinivasan
KVenkataramani
SambaYarlagadda
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,150
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$60$0$0$60
Total Functional Expenses$60$0$0$60
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Xlri Endowment Fund USA
EIN
46-1704444
Phone
8314277530
Address
1143 BACKBAY DR, IRVING, TX 75063
Doing Business As
Xef USA

Signing Officer

Name
Samba Yarlagadda
Title
Tax and Treasury Officer
Phone
8314277530
Signed
2018-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samba Yarlagadda
Formed
2013
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
5

Preparer

Firm
Samba Yarlagadda
Address
166 LA CANADA WAY, SANTA CRUZ, CA 95060-1031
Preparer
Samba Yarlagadda
Phone
8314277530
Supplemental Narrative

Additional Explanations

Pt III, Line 2

“Upon receipt of IRS approval to recognize XEF as a charitable organization, the volunteers have raised and collected funds close to $1150.”

Pt VI, Line 11B

“Form 990, shall be emailed and board members have 2 weeks to respond with questions. Tax officer shall respond and address the questions raised via email and/or phone.”

Pt VI, Line 19

“Along with the tax filing deadline, XEF fund will post the Financial statements online via the XEF website.”

Pt VI, Line 7A

“XEF board and officers, can make recommendations on who can volunteer to be part of the board/ committees. Also any volunteer who shares the vision of XEF can self-nominate for board/ committes to accept/reject their services. All nominations shall be approved by the board using 2/3rd majority voting.”

Pt VI, Line 8B

“Sub-committe meetings may or may not be documented. Some notes, action items are either documented thru emails or phone conversations.”

Form 990EZ, Part II, Line 26

“Accounts Payable 95.”

Form 990EZ, Part II, Line 26

“Retained Earnings 61604.”

Form 990EZ, Part II, Line 26

“Net Income 1090.”

Raw XML Appendix318 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Upon receipt of IRS approval to recognize XEF as a charitable organization, the volunteers have raised and collected funds close to $1150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, shall be emailed and board members have 2 weeks to respond with questions. Tax officer shall respond and address the questions raised via email and/or phone.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Along with the tax filing deadline, XEF fund will post the Financial statements online via the XEF website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3XEF board and officers, can make recommendations on who can volunteer to be part of the board/ committees. Also any volunteer who shares the vision of XEF can self-nominate for board/ committes to accept/reject their services. All nominations shall be approved by the board using 2/3rd majority voting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sub-committe meetings may or may not be documented. Some notes, action items are either documented thru emails or phone conversations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Retained Earnings 61604.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Net Income 1090.
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.3.185.236
ReturnHeader/FilingSecurityInformation/IPDt02018-02-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm021:07:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMBA YARLAGADDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0166 LA CANADA WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CRUZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950601031
ReturnHeader/PreparerPersonGrp/PhoneNum08314277530
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMBA YARLAGADDA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-18T21:07:16-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,150
Expenses
$60
Net income
$1,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$86.5$0.75$85.8$21.8$19.9$1.87
2023Detailed filing. Detailed filing data is available for this year.$84.1$0.25$83.9$19.4$9.90$9.46
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.39$0.32$0.07
2021Detailed filing. Detailed filing data is available for this year.$74.7$0.12$74.6$10.9$0.09$10.9
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.20$2.88$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.79$0.04$0.75
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.15$0.06$1.09
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.80$0.03$2.77
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$17.0$0.11$16.9
2014Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$62.8$20.3$42.4