2017-11-06T12:42:29-07:00 2016-12-31 Darrell Harris CPA PC 6060 N Central Expressway Suite 500 Dallas TX 75206 990 2016-01-01 752945359 Dallas Social Venture Partners DALL 2148555520 12900 Preston Road Suite 1220 Dallas TX 75230 Anthony Fleo CEO 2148555520 2017-11-02 1 Darrell Harris CPA P00503631 2148834382 2017-11-02 X 107.137.233.178 2016 2018-03-14 21:41:22Z Social Venture Partners Dallas Anthony Fleo 12900 Preston Road Suite 1220 Dallas TX 75230 997669 0 X www.svpdallas.org X 2000 TX To connect and engage individuals, helping them make the greatest impact with their philanthropic giving and the volunteering of their expertise and professional skills. 15 15 7 75 0 0 757369 912765 27004 36059 43378 34840 13540 -16454 841291 967210 92493 180915 0 0 239842 358249 0 0 74480 315992 314739 648327 853903 192964 113307 1150102 1266291 21906 23720 1128196 1242571 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 171108 0 16455 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. 63419 0 14955 Social Innovation Luncheon Series - SVP supports an open exchange of knowledge and lessons learned. To that end, SVP 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. The organization collected $1,750 in sponsorships and donations for this program. 295897 0 0 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. 161033 0 4648 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. 161033 0 4648 691457 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 7 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 Rd 1220 Dallas TX 75230 X Giles Davidson Chair 3.75 X X 0 0 0 Bob Appel Chair-Elect 2.5 X X 0 0 0 Mark Sinatra Secretary 2.5 X X 0 0 0 Robert Wright II Ex-Officio 1.25 X 0 0 0 Steven Dennis Ex-Officio 1.25 X 0 0 0 Mike Duffy Board Member 1.25 X 0 0 0 Wendy Driscoll Board Member 1.25 X 0 0 0 Jerri Hammer Board Member 1.25 X 0 0 0 Pawan Jaggi Board Member 1.25 X 0 0 0 Maddy Kulkarni Board Member 1.25 X 0 0 0 Jorge Marin Board Member 1.25 X 0 0 0 Jennifer Owen Board Member 1.25 X 0 0 0 Brandon Ratzlaff Board Member 1.25 X 0 0 0 Michelle Riddell Board Member 1.25 X 0 0 0 Byron Sanders Board Member 1.25 X 0 0 0 Anthony Fleo CEO 40 0 X 110210 0 12504 110210 0 12504 1 0 0 0 0 0 0 50603 0 0 862162 0 912765 Registration Fees 900099 36059 36059 0 0 0 0 0 0 36059 16045 0 0 16045 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18795 0 0 0 18795 0 18795 0 0 18795 14005 50603 30459 -16454 0 -16454 0 0 0 0 0 967210 36059 0 18386 180915 180915 0 0 0 0 0 0 122713 98171 12271 12271 0 0 0 0 179417 143533 17942 17942 3206 2566 320 320 32555 26180 3413 2962 20358 16286 2036 2036 0 0 0 0 0 0 0 0 27596 0 27596 0 0 0 0 0 0 0 7193 0 0 7193 68110 64033 502 3575 1563 964 350 249 39712 21336 5244 13132 17030 5807 9121 2102 0 0 0 0 37015 29611 3702 3702 20555 18543 735 1277 0 0 0 0 79954 73771 2219 3964 126 0 126 0 9810 9741 69 0 0 0 0 0 2320 0 2320 0 Bad Debt Expense 3755 0 0 3755 853903 691457 87966 74480 346581 525001 0 0 0 0 70013 31832 0 0 0 0 0 0 0 0 0 20939 0 733508 688519 0 0 0 0 0 0 0 0 1150102 1266291 21906 21807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1913 21906 23720 X 684613 861558 443583 381013 0 0 1128196 1242571 1150102 1266291 113307 14780 0 0 -13712 0 X 0 1 X 1 0 X 494071 620728 669872 757369 912765 3454805 494071 620728 669872 757369 912765 3454805 191976 3262829 3679 7941 14143 12565 16045 54373 0 0 0 0 0 0 0 0 0 0 0 0 3509178 248817 0.92980 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 535123 42825 29953 90000 37057 0 480844 520054 43875 -14831 0 13975 0 535123 586602 58128 20164 79700 65140 0 520054 557892 171541 24481 0 167312 0 586602 0 0 0 0 0 0 0 0.2324 0 0.7676 1 0 0 State Unemployment 130 Health Savings Account 288 Retirement\Pension 1495 1913 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. Anniversary 64608 50603 14005 0 767 0 21273 0 8419 0 0 64608 50603 14005 0 767 0 21273 0 8419 30459 -16454 1 Education Opens Doors PO Box 601971 Dallas TX 75360 460781846 501(c)(3) 30000 general operations Skill QUEST Inc 1111 W Mockingbird Ln 570 Dallas TX 75360 454536492 501(c)(3) 25000 general operations United Way 1800 N Lamar Street Dallas TX 75360 756005352 501(c)(3) 20000 general operations First3Years 15851 Dallas Parkway 106 Dallas TX 75360 752067421 501(c)(3) 20000 general operations Children at Risk 2900 Live Oak St Dallas TX 75360 760360533 501(c)(3) 17500 general operations Paul Quinn College 3837 Simpson Stuart Rd Dallas TX 75360 741238438 501(c)(3) 11000 general operations Readers 2 Leaders Inc 2223 Singleton Blvd Dallas TX 75360 900641325 501(c)(3) 10000 general operations Mission Possible Kids 1100 Capital Ave Plano TX 75360 751721049 501(c)(3) 10000 general operations 8 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 ours 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 executive director. 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 Extension