SOCIAL VENTURE PARTNERS TUCSON: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOCIAL VENTURE PARTNERS TUCSON (EIN 82-2964855)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202341359349313539
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T16:17:57-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364538293PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUDWIG KLEWER & RUDNER PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14783 E CAMP LOWELL DRAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85712ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822964855EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIAL VENTURE PARTNERS TUCSONBusinessNameLine1Txt
Business Name Line2C/O COMMUNITY FDN FOR SOUTHERN AZBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone5207700800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15049 E BROADWAY BLVD SUITE 233AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE WAITPersonNm
Person TitleCFOPersonTitleTxt
Phone5207700800PhoneNum
Signature2023-05-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHERINEPersonFirstNm
Person LastWAITPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE S KLEWER CPAPreparerPersonNm
PTINP00343046PTIN
Phone5205450500PhoneNum
Preparation2023-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCIARA GARCIAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15049 E BROADWAY BLVD SUITE 233AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85711ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,035,051GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SOCIALVENTUREPARTNERS.ORG/TUCSONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionSVP TUCSON IS AN EVER EXPANDING COMMUNITY OF ENGAGED PHILANTHROPISTS DEDICATED TO BUILDING THE CAPACITY, STRENGTH AND IMPACT OF NONPROFITS IN ADDRESSING SOCIAL PROBLEMS. WE ACCOMPLISH THIS THROUGH: THOUGHTFUL AND STRATEGIC INVESTMENTS AND COLLABORATIONS OUR PARTNERS ENGAGEMENT AND EXPERTISE, AND INSPIRING AND EQUIPPING PARTNERS TO BE MORE STRATEGIC AND EFFECTIVE WITH THEIR GIVINGActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$720,532PYContributionsGrantsAmt
CY Contributions Grants$1,010,143CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$599PYInvestmentIncomeAmt
CY Investment Income$160CYInvestmentIncomeAmt
PY Other Revenue-$37,746PYOtherRevenueAmt
CY Other Revenue-$36,650CYOtherRevenueAmt
PY Total Revenue$683,385PYTotalRevenueAmt
CY Total Revenue$973,653CYTotalRevenueAmt
PY Grants And Similar Paid$251,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$253,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$339,599PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$431,781CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$67,171CYTotalFundraisingExpenseAmt
PY Other Expenses$104,424PYOtherExpensesAmt
CY Other Expenses$180,618CYOtherExpensesAmt
PY Total Expenses$695,023PYTotalExpensesAmt
CY Total Expenses$865,399CYTotalExpensesAmt
PY Revenues Less Expenses-$11,638PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$108,254CYRevenuesLessExpensesAmt
Total Assets BOY$273,358TotalAssetsBOYAmt
Total Assets EOY$744,436TotalAssetsEOYAmt
Total Liabilities BOY$16,028TotalLiabilitiesBOYAmt
Total Liabilities EOY$378,852TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$257,330NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$365,584NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSVP TUCSON IS AN EVER EXPANDING COMMUNITY OF ENGAGED PHILANTHROPISTS DEDICATED TO BUILDING THE CAPACITY, STRENGTH AND IMPACT OF NONPROFITS IN ADDRESSING SOCIAL PROBLEMS. WE ACCOMPLISH THIS THROUGH: THOUGHTFUL AND STRATEGIC INVESTMENTS AND COLLABORATIONS OUR PARTNERS ENGAGEMENT AND EXPERTISE, AND INSPIRING AND EQUIPPING PARTNERS TO BE MORE STRATEGIC AND EFFECTIVE WITH THEIR GIVINGMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$727,703ExpenseAmt
Grant$253,000GrantAmt
DescSVP CULTIVATES EFFECTIVE PHILANTHROPISTS, STRENGTHENS NONPROFITS, AND INVESTS IN COLLABORATIVE SOLUTIONS BUILDING POWERFUL RELATIONSHIPS TO TACKLE OUR COMMUNITYS SOCIAL CHALLENGES. SVP AMPLIFIES THE IMPACT OF THOSE OUT TO DO GOOD IN THREE DISTINCT WAYS: THOUGHTFUL AND STRATEGIC INVESTMENTS AND COLLABORATIONS OUR PARTNERS' ENGAGEMENT AND EXPERTISE, AND INSPIRING AND EQUIPPING PARTNERS TO BE MORE STRATEGIC AND EFFECTIVE WITH THEIR GIVINGDesc
Total Program Service Expenses$727,703TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIAL VENTURE PARTNERS TUCSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5207700800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15049 E BROADWAY BLVD SUITE 233AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85711ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
AARON ROTTENSTEIN
CHAIR4.00Yes (X)Yes (X)$0$0$0
LIZ KANTER GROSKIND
VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
ANNE MALEY
TREASURER4.00Yes (X)Yes (X)$0$0$0
ERIC KUTSCHER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
PEGGY GOULDING
DIRECTOR4.00Yes (X)$0$0$0
CRISTIE STREET
DIRECTOR2.00Yes (X)$0$0$0
SARA LONG
DIRECTOR3.00Yes (X)$0$0$0
ALLISON VAILLANCOURT
DIRECTOR2.00Yes (X)$0$0$00.38
STEPHEN GARCIA
DIRECTOR2.00Yes (X)$0$0$0
KOREN SHERRICK
DIRECTOR2.00Yes (X)$0$0$0
HOWIE ADAMS
DIRECTOR4.00Yes (X)$0$0$0
CIARA GARCIA
CEO40.00Yes (X)$106,015$0$4,881
FieldValueIRS element (for citing)
Total Reportable Comp From Org$106,015TotalReportableCompFromOrgAmt
Total Other Compensation$4,881TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$338,739FundraisingAmt
Related Organizations$24,250RelatedOrganizationsAmt
All Other Contributions$647,154AllOtherContributionsAmt
Noncash Contributions$31,731NoncashContributionsAmt
Total Contributions$1,010,143TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$160TotalRevenueColumnAmt
Exclusion$160ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$24,748FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$338,739ContriRptFundraisingEventAmt
Fundraising Direct Expenses$61,398FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$36,650TotalRevenueColumnAmt
Exclusion-$36,650ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$973,653TotalRevenueColumnAmt
Exclusion-$36,490ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$253,000TotalAmt
Program Services$253,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$129,953TotalAmt
Program Services$103,962ProgramServicesAmt
Fundraising$25,991FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$235,877TotalAmt
Program Services$185,101ProgramServicesAmt
Management And General$28,809ManagementAndGeneralAmt
Fundraising$21,967FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,781TotalAmt
Program Services$29,000ProgramServicesAmt
Management And General$3,400ManagementAndGeneralAmt
Fundraising$4,381FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$29,170TotalAmt
Program Services$23,044ProgramServicesAmt
Management And General$2,334ManagementAndGeneralAmt
Fundraising$3,792FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Management And General$8,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,935TotalAmt
Management And General$1,935ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,183TotalAmt
Management And General$4,183ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$85,795TotalAmt
Program Services$81,442ProgramServicesAmt
Management And General$1,896ManagementAndGeneralAmt
Fundraising$2,457FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,236TotalAmt
Program Services$4,926ProgramServicesAmt
Management And General$499ManagementAndGeneralAmt
Fundraising$811FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,362TotalAmt
Program Services$7,396ProgramServicesAmt
Management And General$749ManagementAndGeneralAmt
Fundraising$1,217FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,967TotalAmt
Program Services$3,134ProgramServicesAmt
Management And General$317ManagementAndGeneralAmt
Fundraising$516FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$14,795TotalAmt
Program Services$84ProgramServicesAmt
Management And General$14,697ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,578TotalAmt
Program Services$2,037ProgramServicesAmt
Management And General$206ManagementAndGeneralAmt
Fundraising$335FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$31,355TotalAmt
Program Services$24,771ProgramServicesAmt
Management And General$2,508ManagementAndGeneralAmt
Fundraising$4,076FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,662TotalAmt
Program Services$2,893ProgramServicesAmt
Management And General$293ManagementAndGeneralAmt
Fundraising$476FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROFESSIONAL DEVELOPMENT$5,754$4,546$460$748
DUES AND SUBSCRIPTIONS$2,728$2,155$218$355
STAFF RECRUITMENT$268$212$21$35

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$865,399TotalAmt
Program Services$727,703ProgramServicesAmt
Management And General$70,525ManagementAndGeneralAmt
Fundraising$67,171FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$272,968BOYAmt
EOY$683,973EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$60,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$390BOYAmt
EOY$463EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$273,358BOYAmt
EOY$744,436EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,028BOYAmt
EOY$28,610EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$350,242EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,028BOYAmt
EOY$378,852EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$254,832BOYAmt
EOY$303,086EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,498BOYAmt
EOY$62,498EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$257,330BOYAmt
EOY$365,584EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$273,358BOYAmt
EOY$744,436EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$108,254ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR SOUTHERN ARIZONABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN942681765EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$22,688OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$22,688OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. AS OF JUNE 30, 2022, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FAST PITCHEvent1Nm
Gross Receipts Event1$363,487GrossReceiptsEvent1Amt
Charitable Contri Event1$338,739CharitableContriEvent1Amt
Gross Revenue Event1$24,748GrossRevenueEvent1Amt
Other Direct Expenses Event1$61,398OtherDirectExpensesEvent1Amt
Gross Receipts Total$363,487GrossReceiptsTotalAmt
Charitable Contributions Tot$338,739CharitableContributionsTotAmt
Gross Revenue Total Events$24,748GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$61,398OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$61,398DirectExpenseSummaryEventsAmt
Net Income Summary-$36,650NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
INTERFAITH COMMUNITY SERVICES
2820 W INA RDTUCSONAZ85741860520997501C3$15,000FMVGENERAL SUPPORT
JOBPATH INC
616 N COUNTRY CLUB RD SUITE 110TUCSONAZ85716651190309501C3$25,000FMVGENERAL SUPPORT
MAKE WAY FOR BOOKS
700 N STONE AVETUCSONAZ85705311583036501C3$25,000FMVGENERAL SUPPORT
BOYS TO MEN TUCSON INC
5925 E BROADWAY BLVD STE 125TUCSONAZ85711800432852501C3$25,000FMVGENERAL SUPPORT
AMISTAD Y SALUD
PO BOX 27284TUCSONAZ85726753060875501C3$20,620FMVGENERAL SUPPORT
EDGE SCHOOL INC
2555 E FIRST ST STE 111TUCSONAZ85716860850116501C3$7,520FMVGENERAL SUPPORT
EDU4LIFE INC
7320 W LA CHOLLA BLVD STE 154-199TUCSONAZ85741854329245501C3$31,660FMVGENERAL SUPPORT
FLORENCE IMMIGRANT & REFUGEE RIGHTS
PO BOX 86299TUCSONAZ85754860658103501C3$16,680FMVGENERAL SUPPORT
GIRL SCOUTS OF SOUTHERN ARIZONA
4300 E BROADWAY BLVDTUCSONAZ85711860098917501C$25,000FMVGENERAL SUPPORT
GOODWILL INDUSTRIES OF S ARIZONA
1940 E SILVERLAKE RD STE 405TUCSONAZ85713860223401501C3$8,760FMVGENERAL SUPPORT
I AM YOU 360
PO BOX 16161TUCSONAZ85732465550945501C3$19,780FMVGENERAL SUPPORT
IZI AZI FOUNDATION
5995 E GRANT RD STE 200TUCSONAZ85712263758898501C3$6,200FMVGENERAL SUPPORT
NATIONAL CENTER FOR YOUTH LAW
1212 BROADWAY SUITE 600OAKLANDCA94612942506933501C3$11,740FMVGENERAL SUPPORT
SCHOLARSHIPSA-Z
225 E 26TH ST STE 6TUCSONAZ85713454458497501C3$9,800FMVGENERAL SUPPORT
UA FOUNDATION COLLEGE OF EDUCATION
1111 N CHERRY AVETUCSONAZ85721866050388501C3$5,240FMVGENERAL SUPPORTPO BOX 210109
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS MAY BE APPROVED BY EMAIL, LETTER, CONTRACT OR MEETING MINUTES BY SVP. THE REQUEST IS THEN PROCESSED AND REVIEWED BY THE CFSA STAFF.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$31,731NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONSVP TUCSON IS AN EVER EXPANDING COMMUNITY OF ENGAGED PHILANTHROPISTS DEDICATED TO BUILDING THE CAPACITY, STRENGTH AND IMPACT OF NONPROFITS IN ADDRESSING SOCIAL PROBLEMS. WE ACCOMPLISH THIS THROUGH: THOUGHTFUL AND STRATEGIC INVESTMENTS AND COLLABORATIONS OUR PARTNERS ENGAGEMENT AND EXPERTISE, AND INSPIRING AND EQUIPPING PARTNERS TO BE MORE STRATEGIC AND EFFECTIVE WITH THEIR GIVING
FORM 990, PAGE 6, PART VI, LINE 11BPERSONNEL FROM BOTH COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA (CFSA) AND SOCIAL VENTURE PARTNERS TUCSON AS WELL AS THE CFSA FINANCE COMMITTEE MEMBERS REVIEW FORM 990 PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12COFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION INCLUDES SALARY AND BENEFITS AND SHOULD SATISFY THE IRS INTERMEDIATE SANCTIONS SAFE HARBOR REQUIREMENTS OF INDEPENDENT DECISION- MAKING, RELIANCE ON COMPARABLES, AND DOCUMENTATION. THE SVP TUCSON BOARD SHALL ESTABLISH AND APPROVE THE MEMBERSHIP OF A HUMAN RESOURCES (HR) COMMITTEE THAT HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PROCEDURES. THE BOARD CHAIR AND VICE CHAIR WILL OVERSEE AN ANNUAL PROCESS TO EVALUATE THE CHIEF EXECUTIVE'S PERFORMANCE, AND PROVIDE HR RESOURCES AND SUPPORT TO THE CHIEF EXECUTIVE AS NEEDED. THE BOARD CHAIR AND VICE CHAIR MEET INDEPENDENT OF THE CHIEF EXECUTIVE TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE BOARD CHAIR AND VICE CHAIR ALSO CONSIDERS INPUT OBTAINED FROM OTHER BOARD MEMBERS, STAFF, PROFESSIONAL ADVISORS, GRANT RECIPIENTS, AND OTHER INFORMED COMMUNITY LEADERS AS NECESSARY AND/OR APPLICABLE. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE BOARD CHAIR PRESENTS THEIR FINDINGS AND COMPENSATION RECOMMENDATION TO THE BOARD IN AN EXECUTIVE SESSION, WITHOUT THE CEO, FOR A VOTE. ONCE APPROVED, THE SALARY AND BENEFITS WILL BE INCLUDED IN THE BUDGET FOR THE NEXT FISCAL YEAR. THE BOARD CHAIR AND VICE CHAIR WILL THEN MEET WITH THE CHIEF EXECUTIVE TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED.
FORM 990, PAGE 6, PART VI, LINE 19ALL GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST AND WHISTLE- BLOWER POLICY, ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION FOR S ARIZONABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15049 E BROADWAY SUITE 201AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85711ZIPCd
FieldValueIRS element (for citing)
EIN942681765EIN
Primary ActivitiesCHARITABLEPrimaryActivitiesTxt
Legal Domicile StateAZLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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