BEYOND CAPITAL FUND

EIN: 270221990 501(c)(3) International Affairs

DALLAS, TX

Total Revenue
$249,507
Total Expenses
$312,079
Total Assets
$772,477
Net Assets
$769,627
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
DE
Principal Officer
EVA YAZHARI
Phone
9789444887
Tax Period
2023-06-01 to 2024-05-31

BEYOND CAPITAL FUND, founded in 2009, is a small nonprofit in the International Affairs sector that reported $250K in total revenue in fiscal year 2023. Expenses of $312K exceeded revenue, resulting in a 25% operating deficit.

Mission

BEYOND CAPITAL FUND (BCF) IS A WOMEN-LED EVERGREEN FUND STRUCTURED AS A U.S. 501(C)3 NONPROFIT ENTITY THAT HAS BEEN A PIONEER IN IMPACT AND GENDER LENS INVESTING. SINCE 2009, BCF HAS INVESTED IN CONSCIOUS LEADERS BUILDING ENTERPRISES TO ADDRESS THE GROWING NEEDS OF ONE BILLION CONSUMERS LACKING ACCESS TO BASIC GOODS AND SERVICES IN NASCENT MARKETS OF AFRICA AND INDIA. OUR VERTICALS SPAN AGRICULTURE, SANITATION & WASTE, FINANCIAL INCLUSION, AND HEALTHCARE.

Program Service Accomplishments

Program 1
Expenses: $215,253

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...

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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. 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. 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 INVESTING STRATEGY. 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. 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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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $224,153
Program Service Revenue $0
Investment Income $-1,329
Other Revenue $26,683
TOTAL REVENUE $249,507

Expense Breakdown

Grants Paid $70,000
Salaries & Benefits $87,909
Fundraising Expenses $0
Program Expenses $215,253
Other Expenses $154,170
TOTAL EXPENSES $312,079

Year-over-Year Comparison

2023 2022 Change
Revenue $249,507 $244,421 +0.0%
Expenses $312,079 $363,201 -0.1%
Net Income $-62,572 $-118,780 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
4
Employees
1
Volunteers
3

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$80,000
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EVA YAZHARI CHIEF EXEC O 40.00
Officer Director
$0 $0 $0
ISABELLE SCHMIDT TREASURER/SE 40.00
Officer
$80,000 $0 $80,000
SAMUEL MUGOYA DIRECTOR 1.00
Director
$0 $0 $0
ABILASH JAIKUMAR DIRECTOR 1.00
Director
$0 $0 $0
JOHN MCKENNA DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $249,507 $312,079 $772,477 $-62,572
2023 $244,421 $363,201 $835,699 $-118,780
2022 $534,615 $359,703 $899,246 $174,912
2021 $607,312 $278,729 $724,334 $328,583
2020 $333,013 $400,823 $536,640 $-67,810
2019 $274,159 $427,838 $335,083 $-153,679
2018 $345,583 $348,880 $251,508 $-3,297
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