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Nonprofiteer
← DALLAS SOCIAL VENTURE PARTNERS

Form 990 for tax year 2023

Filed by DALLAS SOCIAL VENTURE PARTNERS.

Totals

Total revenue
$1,836,272
Total expenses
$1,719,768
Contributions and grants received
$1,727,878
Grants paid
$591,533
Program service revenue
$82,338
Investment income
$109,301
Other revenue
-$83,245
Total assets, end of year
$2,910,689
Total liabilities, end of year
$178,166
Net assets or fund balances, end of year
$2,732,523
Program services expenses (Part IX)
$1,249,915
Management and general expenses
$243,801
Fundraising expenses
$226,052
Program service expenses (Part III)
$1,249,915

Program services were 72.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $172,647

  • 1f · All other contributions, gifts and grants

    $1,555,231

  • 2a · Program service revenue: REGISTRATION FEES

    total $82,338 · related or exempt $82,338

  • 3 · Investment income

    total $59,219 · excluded $59,219

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $51,950

  • 7b · Less cost or other basis and sales expenses

    securities $1,868

  • 7c · Gain or loss

    securities $50,082

  • 7d · Net gain or loss

    total $50,082 · excluded $50,082

  • 8a · Fundraising events: gross income

    $55,906

  • 8a · Fundraising events: contributions included on line 1c

    $172,647

  • 8b · Fundraising events: direct expenses

    $139,151

  • 8c · Net income from fundraising events

    total -$83,245 · excluded -$83,245

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $591,533 · program services $591,533

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $181,377 · program services $145,101 · management and general $9,069 · fundraising $27,207

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $362,487 · program services $174,765 · management and general $72,505 · fundraising $115,217

  • 8 · Pension plan contributions

    total $12,059 · program services $7,092 · management and general $1,809 · fundraising $3,158

  • 9 · Other employee benefits

    total $78,958 · program services $46,438 · management and general $11,843 · fundraising $20,677

  • 10 · Payroll taxes

    total $40,093 · program services $23,580 · management and general $6,014 · fundraising $10,499

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $42,770 · management and general $42,770

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $14,904 · management and general $14,904

  • 11g · Fees: other

    total $113,644 · program services $97,463 · management and general $7,105 · fundraising $9,076

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $9,525 · program services $5,801 · management and general $1,355 · fundraising $2,369

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $40,628 · program services $21,392 · management and general $10,955 · fundraising $8,281

  • 17 · Travel

    total $49,576 · program services $39,683 · management and general $7,509 · fundraising $2,384

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $21,306 · program services $17,639 · management and general $1,101 · fundraising $2,566

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $6,000 · management and general $6,000

  • 22 · Depreciation, depletion and amortization

    total $4,982 · program services $2,948 · management and general $732 · fundraising $1,302

  • 23 · Insurance

    total $5,700 · management and general $5,700

  • 24a · Other expenses: PROGRAM/ELEMENTS

    total $47,300 · program services $41,954 · management and general $238 · fundraising $5,108

  • 24b · Other expenses: investment subsidiary expense

    total $25,100 · management and general $25,100

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $22,902 · program services $15,500 · management and general $4,710 · fundraising $2,692

  • 24d · Other expenses: SUPPLIES

    total $17,698 · program services $5,833 · management and general $10,592 · fundraising $1,273

  • 24e · All other expenses

    total $31,226 · program services $13,193 · management and general $3,790 · fundraising $14,243

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $965,330 · end of year $1,066,101

  • 2 · Savings and temporary cash investments

    beginning of year $74,881 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $49,641 · end of year $52,695

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,080 · end of year $25,252

  • 10a · Land, buildings and equipment: cost or other basis

    $24,913

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,304

  • 10c · Land, buildings and equipment, net

    beginning of year $21,591 · end of year $16,609

  • 11 · Investments: publicly traded securities

    beginning of year $966,059 · end of year $1,136,578

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    beginning of year $141,276 · end of year $141,276

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $455,582 · end of year $472,178

  • 17 · Accounts payable and accrued expenses

    beginning of year $46,267 · end of year $17,323

  • 19 · Deferred revenue

    beginning of year $10,000 · end of year $57,802

  • 25 · Other liabilities

    beginning of year $132,639 · end of year $103,041

  • 27 · Net assets without donor restrictions

    beginning of year $2,169,780 · end of year $2,071,230

  • 28 · Net assets with donor restrictions

    beginning of year $332,754 · end of year $661,293

Mission and programs · 2023

Mission

DALLAS SOCIAL VENTURE PARTNERS DBA 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.

  • 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.

    Expenses $906,599 · Grants $587,490

  • PHILANTHROPY DEVELOPMENT - CENTRAL TO OUR WORK IS THE OPPORTUNITY FOR PARTNERS TOLEARN ABOUT STRATEGIC PHILANTHROPY CATALYZED THROUGH HANDS-ON EXPERIENCE ANDEDUCATION SO THEY CAN MAKE THE GREATEST IMPACT POSSIBLE WITH THEIR TIME, TALENT ANDFINANCIAL INVESTMENT.

    Expenses $237,328 · Grants $4,043

  • BIGBANG - SVP ANNUALLY CONVENES A TWO 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 $68,552 IN SPONSORSHIPS AND DONATIONS FOR THIS PROGRAM.

    Expenses $105,988 · Revenue $82,338

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Anthony Fleo

    CEO

    Total calculated
    $181,377
    From this org
    $181,377
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,377
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $181,377

  • Ted Herrod

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lahari Neelapareddy

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Suzanne Massey

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mary Jalonick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ian Feuer

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • David Russell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Abid Shivji

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donna Young

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wendy Bateman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harden Widemann

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SVP IMPACT DALLAS INC

    C CORP · SOCIAL IMPACT · TX · 100% owned · controlled entity

    Directly controlled by DSVP

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202432889349300423

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