2018-05-30T09:03:34-07:00 2017-12-31 Darrell Harris CPA PC 6060 N Central Expressway Suite 500 Dallas TX 75206 990 2017-01-01 752945359 Dallas Social Venture Partners DALL 2148555520 12900 Preston Road Suite 1220 Dallas TX 75230 Anthony Fleo CEO 2148555520 2018-05-01 1 Darrell Harris P00503631 2148834382 2018-05-01 2017 2022-09-23 18:48:47Z Social Venture Partners Dallas Anthony Fleo 12900 Preston Rd Suite 1220 Dallas TX 75230 1455464 0 X www.svpdallas.org X 2000 TX Dallas Social Venture Partners d/b/a Social Venture Partners Dallas ("SVPD"): is a partnership of professionals, social entrepreneurs and foundations who are committed to strengthening our community through the thoughtful application of our collective dollars and business expertise. 15 15 13 75 0 0 912765 1306170 36059 70446 34840 54393 -16454 -26212 967210 1404797 180915 95687 0 0 358249 565774 0 0 132251 314739 494087 853903 1155548 113307 249249 1266291 1641650 23720 96932 1242571 1544718 To connect and engage individuals, helping them make the greatest impact with their philanthropic giving and the volunteering of their expertise and professional skills to increase the capacity of nonprofit organizations." 0 0 176773 11000 21057 bigBang - SVP annually convenes a full day long gathering of business leaders, social entrepreneurs, impact investors, government officers, scholars and thought leaders to discuss challenges, analyze innovative approaches to problem solving and build lasting partnerships that enable them to have lasting social impact. The organization collected $286,500 in sponsorships and donations for this program. 301898 4977 9639 Philanthropy Development - Central to our work is the opportunity for partners to learn about strategic philanthropy catalyzed through hands-on experience and education so they can make the greatest impact possible with their time, talent and financial investment 363903 79710 25000 Capacity Building of Nonprofit Organizations - Partners in the SVP Network pool their funds and together they make multi-year, unrestricted gifts to carefully vetted nonprofit investees with proven potential for social change. Partners also contribute their business and professional expertise to the non profits, all with the goal of strengthening the nonprofit and increasing its impact. 78283 0 14750 Social Innovation Luncheon Series - SVPD supports an open exchange of knowledge and lessons learned. To that end, SVPD sponsors several speaker events, open to the public, to facilitate a more informed community and create dialog about issues our communities face and options available. 78283 0 14750 920857 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Lauren Kelly 2148555520 12900 Preston Road Suite 1220 Dallas TX 75230 Giles Davidson Chair 3.75 0 X X 0 0 0 Bob Appel Chair-Elect 2.5 0 X X 0 0 0 Mark Sinatra Secretary 2.5 0 X X 0 0 0 Robert Wright II Ex-Officio 1.25 X 0 0 0 Steven Dennis Ex-Officio 1.25 0 X 0 0 0 Mike Duffy Board Member 1.25 0 X 0 0 0 Wendy Driscoll Board Member 1.25 0 X 0 0 0 Jerri Hammer Board Member 1.25 0 X 0 0 0 Pawan Jaggi Board Member 1.25 0 X 0 0 0 Maddy Kulkarni Board Member 1.25 0 X 0 0 0 Jorge Marin Board Member 1.25 0 X 0 0 0 Jennifer Owen Board Member 1.25 0 X 0 0 0 Brandon Ratzlaff Board Member 1.25 0 X 0 0 0 Michelle Riddell Board Member 1.25 0 X 0 0 0 Byron Sanders Board Member 1.25 0 X 0 0 0 Anthony Fleo CEO 40 0 X X 131821 0 32861 131821 0 32861 1 0 1 0 0 0 0 70135 0 0 1236035 0 1306170 Registration Fees 900099 70446 70446 0 0 0 0 0 0 70446 18106 0 0 18106 0 0 0 0 0 0 0 0 0 0 36287 0 0 0 36287 0 36287 0 0 36287 23555 0 50667 -27112 0 -27112 Credit Card Cash Back 900099 900 0 0 900 900 1404797 70446 0 28181 90612 90612 5075 5075 0 0 0 0 167082 133666 8354 25062 0 0 0 0 333648 277468 14442 41738 6252 5282 243 727 23495 19057 1001 3437 35297 29121 1544 4632 0 0 0 0 63588 63028 560 0 24003 0 24003 0 0 0 0 0 0 0 8527 0 0 8527 108003 105391 2612 0 21688 1246 10238 10204 51325 25324 10959 15042 1110 312 102 696 0 0 0 0 50698 39788 4603 6307 26693 23883 415 2395 0 0 0 0 114775 101604 5937 7234 0 0 0 0 13854 0 13854 0 0 0 0 0 3573 0 3573 0 Bad Debt Expense 6250 0 0 6250 0 0 0 0 1155548 920857 102440 132251 525001 636767 0 0 31832 69629 0 0 0 0 0 0 0 0 0 0 20939 14025 688519 921229 0 0 0 0 1266291 1641650 21807 96509 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1913 423 23720 96932 X 861558 1103506 381013 441212 0 0 1242571 1544718 1266291 1641650 249249 48853 0 0 4045 0 X 1 X 0 1 0 X 620728 669872 757369 889765 1306170 4243904 620728 669872 757369 889765 1306170 4243904 216069 4027835 7941 14143 12565 16045 18106 68800 0 0 0 0 0 0 0 0 0 0 4312704 244161 0.93395 0.92980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 688519 92559 94462 38313 16000 0 821227 733508 47825 49386 90000 52200 0 688519 726932 20392 -12378 0 1438 0 733508 786252 95965 27459 79700 103044 0 726932 757542 171541 24481 0 167312 0 786252 0.66 0 0.34 1 0 0 Payroll Liabilities 423 423 X Schedule D, Part V, Line 4 The funds are for the organization's long term sustainability. Schedule D, Part X, Line 2 "The organization is exempt from Federal Income taxes under Section 501(c)(3) of the United States Internal Revenue Code according to the United States Internal Revenue Service (IRS) determination letter dated November 8, 2013; therefore, no provision has been made for Federal Income tax. GAAP requires the evaluation of tax positions taken or expected to be taken in the course of preparing the organization's financial statements to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with not interim additions, reductions, or settlements. The organization is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve the status. However, the conclusions regarding the uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations and interpretations thereof. The organization's informational returns are generally subject to examination for three years after the later of the due date or filing deadline." Philanthroparty 93690 70135 23555 0 567 0 33156 10601 6343 0 0 93690 70135 23555 0 567 0 33156 10601 6343 50667 -27112 1 North Tx Alliance to Reduce Teen Pregnancy 2904 Floyd St Dallas TX 75204 810733915 501(c)(3) 30000 0 General Operations Paul Quinn College 3837 Simpson Stuart Rd Dallas TX 75241 741238438 501(c)(3) 11000 0 General Operations United Way of Metropolitan Dallas 1800 N Lamar Street Dallas TX 75202 756005352 501(c)(3) 10500 0 Towards funding of the United Way "GroundFloor" initiative. GroundFloor enables new or existing organizations to apply for funding for groundbreaking ventures that place social impact at the heart of their business model. 3 1 Fiscal Sponsorship of 501(c)(3) 1 5075 0 Schedule I, Part I, Line 2 When we make a grant, we draft a Grant Agreement to the receiving organization, signed by them and us, that stipulates amount, conditions and timing. The majority of grants are for general operating use by the organization. We typically have a liaison ("Lead Partner") assigned to work with the organization and ensure that they act in compliance with these conditions. If we do grant funds restricted to certain use, we spell out this expectation in a Grant Agreement, signed by both their chief officer and users. X 0 0 0 0 0 0 0 0 0 Anthony Fleo CEO 109003 0 25218 0 0 0 0 0 32861 0 167082 0 Form 990, Part VI, Section B, Line 11b The 990 is sent to all board members to review and make comments and/or changes. Form 990, Part VI, Section B, Line 12c Board members are asked to sign a conflict of interest annually and disclose any possible conflicts. Form 990, Part VI, Section B, Line 15 An independent consultant was used to consult on compensation of CEO. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Filed an Extension