2014-11-17T12:12:28-06:00 2013-12-31 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2013-01-01 752945359 DALLAS SOCIAL VENTURE PARTNERS % TONY FLEO DALL 2148555520 12900 PRESTON RD Suite 1220 DALLAS TX 75230 Tony Fleo ceo 2148555520 2014-11-14 true BRUCE E BERNSTIEN P01424343 2148555520 2013 2015-11-30 17:44:51Z X Social Venture Partners Dallas Tony Fleo 12900 Preston Rd 1220 dallas TX 75230 711220 false X www.socialventurepartners.org/dallas/ X 2000 TX 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 6 75 0 0 620730 0 66409 0 15617 0 8464 0 711220 0 55000 0 0 0 324269 0 0 72342 0 298686 0 677955 0 33265 0 889142 0 10536 0 878606 X We connect and engage individuals, helping them make the greatest impact with their philanthropic giving and the volunteering of their expertise and professional skills. We fund and strengthen non-profits so they can Do Good Better and we work to advance social innovation in North Texas. false false 136824 66409 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. 113876 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. - See more at: http://www.socialventurepartners.org/what-we-do/#sthash.mYiKHQFP.dp uf 125299 55000 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 nonprofits, all with the goal of strengthening the nonprofit and increasing its impact. - See more at: http://www.socialventurepartners.org/what-we-do/#sthash.gveZG2rk.dp uf 109360 485359 true true false false false false false false false true false false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 1 0 true 6 true false false false false false true true false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false X TONY FLEO 2148555520 12900 PRESTON RD 1220 DALLAS TX 75230 Dick Evans Board Chair 6.0 0.0 X X 0 0 0 Carol Maier Board Treasurer 6.0 0.0 X X 0 0 0 Robin Minick Board Chair - Elect 6.0 0.0 X 0 0 0 Elaine Bernstein Board Member 3.0 0.0 X 0 0 0 Keith Beers Board Member 2.0 0.0 X 0 0 0 Jim Brewer Board Member 2.0 0.0 X 0 0 0 Murray Covens Board Member 2.0 0.0 X 0 0 0 Steve Dennis Board Member 5.0 0.0 X 0 0 0 Neely Duncan Board Member 5.0 0.0 X 0 0 0 Kristi Erickson Board Member 5.0 0.0 X 0 0 0 Christina Hanger Board Member 5.0 0.0 X 0 0 0 Susan Hoff Board Member 4.0 0.0 X 0 0 0 Katherine Lyle Board Member 4.0 0.0 X 0 0 0 Margery Miller Board Member 4.0 0.0 X 0 0 0 Jim Pasant Board Member 2.0 0.0 X 0 0 0 Marti Royer Board Member 2.0 0.0 X 0 0 0 Robert Wright Board Member 1.0 0.0 X 0 0 0 Frank Santoni CEO 40.0 0.0 X 90000 0 5000 90000 0 5000 0 false false false 0 48943 571787 620730 PROGRAM FEE 900099 66409 66409 66409 7941 7941 0 0 0 0 0 7676 7676 7676 7676 5650 5650 5650 0 0 BOOK SALE 900099 2814 2814 2814 711220 66409 24081 55000 55000 0 0 0 95000 65469 14479 15052 0 184944 127454 28188 29302 5185 3573 790 822 14322 9405 3058 1859 24818 17157 3769 3892 0 1000 1000 20285 20285 0 0 0 56522 54351 2075 96 27184 26534 303 347 18730 9333 8363 1034 14711 2436 12244 31 0 29174 20324 4495 4355 5786 3076 2710 0 8560 4064 1445 3051 0 8660 5196 3464 0 3452 3452 PROGRAM ELEMENTS 76694 76644 50 FOUNDATION FEES 9307 9307 BAD DEBT 8850 8850 MERCHANT FEES 4785 3838 947 4986 1505 1284 2197 677955 485359 120254 72342 0 52347 0 0 0 0 0 49535 0 0 0 0 0 0 0 0 0 1008 0 0 786252 0 0 0 0 0 0 0 0 0 889142 0 10536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10536 X 0 556571 0 322035 0 0 0 878606 0 889142 X 33265 26489 818852 X true X true X true false X 0 0 0 0 620730 620730 0 0 0 0 0 0 620730 620730 40480 580250 7941 7941 0 2814 2814 631485 66409 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 557892 171541 24481 167312 586602 0.53837 0.46163 true false 0 0 X 808075 26489 70366 96855 711220 711220 748321 70366 70366 677955 677955 Part v, line 4 Endowment fund: The funds are for the organization's long term sustainability. part x, line 2 fin 48 note: 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. The Organizations first informational return will be filed with the IRS in 2014. true Zero-to-Five Initiative of the United Way dallas 1800 N Lamar dallas TX 75202 756005352 501(c)(3) 15000 general operations United Way of Metropolitan Dallas - Ground Floor 1800 N Lamar dallas TX 75202 756005352 501(c)(3) 10000 general operations Texas Association of Infant Mental Health 1199 S Beltline Rd 100 Coppell TX 75019 752067421 501(c)(3) 30000 general operations 2 part i, line 2 Describe the organization's procedures for monitoring the use of grant funds in the U.S.: 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. part vi, line 11b 990 review process: THE SVP STAFF WORKS WITH THE ORGANIZATION'S CPA AND AUDITORS TO DEVELOP THE FINAL NUMBERS TO USE FOR THE 990 FINANCIAL SECTIONS. THE WORK IS REVIEWED BY THE CEO AND SENT TO THE FIRM CONTRACTED TO PREPARE AND FILE THE FORM. The Draft version is reviewed, corrected if needed and approved by the Finance Committee. It is then sent to THE BOARD OF DIRECTORS. THEY ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS AND MAKE CHANGES. AFTER THE BOARD AND CEO ARE SATISFIED, THEY GIVE THE APPROVAL FOR THE 990 TO BE FILED WITH THE IRS by the contracted firm. part vi, line 12c monitor and enforce compliance with conflict of interest policy: All members of the Board of Directors are annually asked to sign a Conflict of Interest policy that requires disclosure of any actual or possible financial interest or disqualifying relationship and all material facts. the signed statements are collected and kept in the Board files. Part vi, line 15 process for determining compensation: In the spring of 2012 a Search Committee was formed to hire a new CEO. An independent Consultant was hired to spearhead the process, including leading the search, consult on compensation and interviews. The CEO is reviewed annually by the Board regarding both performance and compensation. Par vi, line 19 disclosure: the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Par xi, line 9 other change in net assets: Fund transfer from dallas foundation: $818,852 part ii, line 4d Other program services: 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. We offer these learning opportunities to our donor base of over 120 philanthropists. Expenses: $109,360