SOCIAL VENTURE PARTNERS TUCSON: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOCIAL VENTURE PARTNERS TUCSON (EIN 82-2964855)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-02
- IRS object ID
- 202030629349301318
- Schema version
- 2018v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-02T16:43:16-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822964855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL VENTURE PARTNERS TUCSON | BusinessNameLine1Txt |
| Business Name Line2 | C/O COMMUNITY FDN FOR SOUTHERN AZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 5207700800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5049 E BROADWAY BLVD SUITE 233 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CIARA GARCIA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5207700800 | PhoneNum |
| Signature | 2020-02-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2020-03-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.191.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-02 | IPDt |
| IP Tm | 15:34:29 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4CB514AEBA3F52151D899460C7463677C4C06670 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4CB514AEBA3F52151D899460C7463677C4C06670 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CIARA GARCIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5049 E BROADWAY BLVD SUITE 233 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $475,044 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOCIALVENTUREPARTNERS.ORG/TUCSON | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SVP 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 | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 122 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $382,889 | PYContributionsGrantsAmt |
| CY Contributions Grants | $445,172 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,684 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$31,527 | PYOtherRevenueAmt |
| CY Other Revenue | -$28,472 | CYOtherRevenueAmt |
| PY Total Revenue | $354,046 | PYTotalRevenueAmt |
| CY Total Revenue | $420,727 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $117,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $162,192 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $229,062 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,566 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,217 | PYOtherExpensesAmt |
| CY Other Expenses | $71,416 | CYOtherExpensesAmt |
| PY Total Expenses | $350,909 | PYTotalExpensesAmt |
| CY Total Expenses | $417,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,249 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $239,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,369 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,173 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $232,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $236,031 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SVP 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 | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $345,383 | ExpenseAmt |
| Grant | $117,000 | GrantAmt |
| Desc | SVP 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: CONNECT AND ENGAGE INDIVIDUALS, HELPING THEM MAKE THE GREATEST IMPACT WITH THEIR PHILANTHROPIC GIVING. FUND AND STRENGTHEN NONPROFITS, HELPING THEM TAKE THEIR VITAL WORK TO THE NEXT LEVEL. INVEST IN COLLABORATIVE SOLUTIONS, SO THOSE WITH A COMMON CAUSE CAN ALIGN THEIR EFFORTS AND GO FARTHER, TOGETHER. | Desc |
| Total Program Service Expenses | $345,383 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL VENTURE PARTNERS TUCSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5207700800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5049 E BROADWAY BLVD SUITE 233 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RHONDA FLEMING | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE MALEY | ||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON ROTTENSTEIN | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG FRIMAN | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADALINE KLEMMEDSON | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CYRINO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARA LONG | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN HALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ KANTER GROSKIND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC KUTSCHER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SMITH | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CIARA GARCIA | ||||||
| CEO | 40.00 | Yes (X) | $45,086 | $47,567 | $4,382 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,086 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $47,567 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,382 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $127,700 | FundraisingAmt |
| Related Organizations | $51,926 | RelatedOrganizationsAmt |
| All Other Contributions | $265,546 | AllOtherContributionsAmt |
| Noncash Contributions | $15,482 | NoncashContributionsAmt |
| Total Contributions | $445,172 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,027 | TotalRevenueColumnAmt |
| Exclusion | $4,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,845 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $127,700 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,317 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,472 | TotalRevenueColumnAmt |
| Exclusion | -$28,472 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,727 | TotalRevenueColumnAmt |
| Exclusion | -$24,445 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,000 | TotalAmt |
| Program Services | $117,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,502 | TotalAmt |
| Program Services | $74,802 | ProgramServicesAmt |
| Fundraising | $18,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,427 | TotalAmt |
| Program Services | $80,570 | ProgramServicesAmt |
| Management And General | $25,066 | ManagementAndGeneralAmt |
| Fundraising | $1,791 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,909 | TotalAmt |
| Program Services | $7,432 | ProgramServicesAmt |
| Management And General | $2,312 | ManagementAndGeneralAmt |
| Fundraising | $165 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,224 | TotalAmt |
| Program Services | $13,668 | ProgramServicesAmt |
| Management And General | $4,252 | ManagementAndGeneralAmt |
| Fundraising | $304 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Program Services | $6,080 | ProgramServicesAmt |
| Management And General | $1,600 | ManagementAndGeneralAmt |
| Fundraising | $320 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550 | TotalAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327 | TotalAmt |
| Management And General | $2,327 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,215 | TotalAmt |
| Program Services | $9,595 | ProgramServicesAmt |
| Management And General | $2,183 | ManagementAndGeneralAmt |
| Fundraising | $437 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969 | TotalAmt |
| Program Services | $1,496 | ProgramServicesAmt |
| Management And General | $394 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,957 | TotalAmt |
| Program Services | $3,006 | ProgramServicesAmt |
| Management And General | $791 | ManagementAndGeneralAmt |
| Fundraising | $160 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,320 | TotalAmt |
| Program Services | $5,563 | ProgramServicesAmt |
| Management And General | $1,464 | ManagementAndGeneralAmt |
| Fundraising | $293 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,864 | TotalAmt |
| Program Services | $2,937 | ProgramServicesAmt |
| Management And General | $773 | ManagementAndGeneralAmt |
| Fundraising | $154 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,605 | TotalAmt |
| Program Services | $11,233 | ProgramServicesAmt |
| Management And General | $2,810 | ManagementAndGeneralAmt |
| Fundraising | $562 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,895 | TotalAmt |
| Program Services | $2,200 | ProgramServicesAmt |
| Management And General | $579 | ManagementAndGeneralAmt |
| Fundraising | $116 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $12,137 | $9,224 | $2,428 | $485 |
| OTHER PROGRAM EXPENSES | $577 | $577 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,478 | TotalAmt |
| Program Services | $345,383 | ProgramServicesAmt |
| Management And General | $48,529 | ManagementAndGeneralAmt |
| Fundraising | $23,566 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,955 | BOYAmt |
| EOY | $243,752 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $13,968 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,649 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,955 | BOYAmt |
| EOY | $260,369 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,173 | BOYAmt |
| EOY | $16,838 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,173 | BOYAmt |
| EOY | $24,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,284 | BOYAmt |
| EOY | $233,533 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,498 | BOYAmt |
| EOY | $2,498 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,782 | BOYAmt |
| EOY | $236,031 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,955 | BOYAmt |
| EOY | $260,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,249 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942681765 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $15,320 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $15,320 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE 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, 2019, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FAST PITCH | Event1Nm |
| Gross Receipts Event1 | $153,545 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,845 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $52,383 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $153,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $127,700 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,845 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,383 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,383 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,538 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CULTURE OF PEACE ALLIANCE INC | ||||||||
| 4317 NORTH EL TOVAR AVE | TUCSON | AZ | 85705 | 860707194 | 501C3 | $13,500 | FMV | GENERAL SUPPORT |
| DUNBAR COALITION INC | ||||||||
| PO BOX 86132 | TUCSON | AZ | 85754 | 860776891 | 501C3 | $8,500 | FMV | GENERAL SUPPORT |
| LIVE THEATRE WORKSHOP | ||||||||
| 5317 SPEEDWAY BLVD | TUCSON | AZ | 85712 | 860759887 | 501C3 | $11,000 | FMV | GENERAL SUPPORT |
| SR JOSE WOMEN'S CENTER | ||||||||
| PO BOX 1028 | TUCSON | AZ | 85702 | 461290517 | 501C3 | $6,000 | FMV | GENERAL SUPPORT |
| INTERFAITH COMMUNITY SERVICES | ||||||||
| 2820 W INA RD | TUCSON | AZ | 85741 | 860520997 | 501C3 | $25,000 | FMV | GENERAL SUPPORT |
| JOBPATH INC | ||||||||
| 616 N COUNTRY CLUB RD SUITE 110 | TUCSON | AZ | 85716 | 651190309 | 501C3 | $25,000 | FMV | GENERAL SUPPORT |
| HIGHER GROUND A RESOURCE CENTER | ||||||||
| 101 W 44TH ST | TUCSON | AZ | 85713 | 273585869 | 501C3 | $25,000 | FMV | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SVP 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 11B | PERSONNEL 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 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMPENSATION POLICY COMPENSATION 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. SPECIFIC DUTIES OF THIS COMMITTEE WILL INCLUDE OVERSIGHT OF AN ANNUAL PROCESS TO EVALUATE THE CHIEF EXECUTIVE'S PERFORMANCE, AND PROVIDE HR RESOURCES AND SUPPORT TO THE CHIEF EXECUTIVE AS NEEDED. THE COMMITTEE MEETS INDEPENDENT OF THE CHIEF EXECUTIVE TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION. DURING THESE DELIBERATIONS, THE COMMITTEE 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 COMMITTEE PRESENTS ITS 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 HR COMMITTEE CHAIR AND/OR BOARD 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 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR S ARIZONA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5049 E BROADWAY SUITE 201 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942681765 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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