BEYOND CAPITAL FUND (EIN 270221990) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$80,000

Total Directors

Key Employees

Highest Compensated

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

BEYOND CAPITAL FUND