2015-06-12T12:18:54-07:00 2014-12-31 Microbooks Management PO Box 870278 Mesquite TX 75187 990 2014-01-01 752945359 Dallas Social Venture Partners DALL 2148555520 12900 Preston Road Suite 1220 Dallas TX 75230 Anthony Fleo CEO 2015-06-05 1 Darrell Harris CPA P00503631 9722262532 2015-06-05 X 2014 2016-03-07 17:11:31Z Social Venture Partners Dallas Anthony Fleo 12900 Preston Road Suite 1220 Dallas TX 75230 744805 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 4 75 0 0 620730 669872 66409 43056 15617 22482 8464 9395 711220 744805 55000 119500 0 324269 272760 0 67123 298686 242898 677955 635158 33265 109647 889142 1024716 10536 26168 878606 998548 To connect and engage individuals, helping them make the greatest impact with their philanthropic giving and the volunteering of their expertise and professional skills. 0 0 141256 5300 21687 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 $252,380 in sponsorships and donations for this program. 71050 0 14135 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 $10,050 in sponsorships and donations for this program. 153590 107200 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. 101928 7000 0 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. 101928 7000 0 467824 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Tony Fleo 2148555520 12900 Preston Rd 1220 Dallas TX 75230 Christina Hanger Board Chair Elect 1.75 0 X X 0 0 0 Robin Minick Chair 3.75 0 X X 0 0 0 Elaine Bernstein Secretary 1.5 0 X X 0 0 0 Neely Duncan Treasurer 2.5 0 X X 0 0 0 Steve Dennis Board Member 1.25 0 X 0 0 0 Steven Raab Board Member 1.25 0 X 0 0 0 Jim Brewer Board Member 1.25 0 X 0 0 0 Murray Covens Board Member 1.25 0 X 0 0 0 Kim Norrell Board Member 1.25 0 X 0 0 0 Dustin Marshall Board Member 1.25 0 X 0 0 0 Katherine Glaze Board Member 1.25 0 X 0 0 0 Carol Maier Board Member 1.25 0 X 0 0 0 Marti Royer Board Member 1.25 0 X 0 0 0 Richard Evans Ex Officio 1.25 0 X 0 0 0 Robert Wright II Ex Officio 1.25 0 X 0 0 0 Anthony Fleo CEO 40 0 X 112763 0 5250 Francisco Santoni Executive Director (Exiting) 40 0 X 48712 0 0 161475 0 5250 1 0 0 0 0 64590 0 0 0 0 605282 0 669872 Program Fee 900099 43056 43056 0 0 0 0 0 0 43056 14141 0 0 14141 0 0 0 0 0 0 0 0 0 0 8341 0 0 0 8341 0 8341 0 0 8341 9395 0 0 9395 0 9395 0 744805 43056 0 31877 119500 119500 166724 117737 15642 33345 0 75883 46858 19256 9769 0 9645 7604 1085 956 20508 13689 3244 3575 30596 0 30596 0 40609 39106 703 800 2708 2570 0 138 32375 21573 7200 3602 28614 17885 10599 130 29034 20324 4355 4355 5583 5108 292 183 53858 46760 2147 4951 9460 9110 350 0 4742 0 4742 0 Foundation Fees 5319 0 0 5319 635158 467824 100211 67123 52347 224458 49535 70469 1008 2857 786252 726932 889142 1024716 10536 26168 0 10536 26168 X 556571 597451 322035 401097 0 0 878606 998548 889142 1024716 109647 10295 0 0 0 0 X 0 0 0 X 620730 669872 1290602 0 0 0 620730 669872 1290602 56818 1233784 7941 14143 22084 2814 2814 1315500 43056 X Schedule A, Part II, Line 10 Book Sales 2013: 2814 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 586602 58128 20164 79700 65140 0 520054 557892 171541 24481 0 167312 0 586602 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.61 0 0.39 1 0 0 0 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 organizations' 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 no 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 that 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 organizations' informational returns are generally subject to examination for three years after the later of the due date or filing deadline. 1 Zero to Five Initiative 1800 N Lamar Dallas TX 75020 756005352 501(c)(3) 10000 General Operation United Way of Metro Dallas 1800 N Lamar Dallas TX 75202 756005352 501(c)(3) 15000 General Operation TX Assoc of Infant Mental 1199 S Beltline Rd Coppell TX 75019 752067421 501(c)(3) 30200 General Operation Paul Quinn College 3837 Simpson Stuart Rd Dallas TX 75241 741238438 501(c)(3) 15000 General Operation Dallas Institute of Human 2719 Routh Street Dallas TX 75201 751721049 501(c)(3) 25000 General Operation Trinity River Mission 2060 Singleton Blvd Dallas TX 75212 756055203 501(c)(3) 7500 General Operation 6 0 Schedule I, Part I, Line 2 When we determine to make a grant, we draft a Grant Agreement letter to the receiving organization, signed by them and us, that stipulates amount, conditions and timing. The majority of grants we make 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 A, Line 7a Members of the organization have the right to elect the board of directors. There are approximately 65 members. Membership qualifications include financial and service level commitments. The direction and management of the affairs of the organization and the control and disposition of its properties and funds are vested in the board of directors. Form 990, Part VI, Section A, Line 7b The members have the power to amend, repeal, or adopt new bylaws. The initial bylaws of the organization were adopted by the board of directors. 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, conflicts of interest policy, and financial statements available upon request. Filed Extension