Social Venture Partners Charlotte Inc (EIN 202745238) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

Kristin Beck

Phone

7045776055

Tax Period

2024-01-01 to 2024-12-31

Social Venture Partners Charlotte Inc, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $476K in total revenue in fiscal year 2024. Expenses of $415K left a modest 13% surplus.

Mission

Social Venture Partners Charlotte invests in and strengthens innovative nonprofits who are tackling our communitys greatest challenges by leveraging a network of engaged philanthropists.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $327,822

Program Service Revenue $137,291

Investment Income $8,793

Other Revenue $1,600

TOTAL REVENUE $475,506

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $230,726

Fundraising Expenses $0

Program Expenses $356,778

Other Expenses $73,865

TOTAL EXPENSES $414,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$475,506	$440,870	+0.1%
Expenses	$414,591	$348,181	+0.2%
Net Income	$60,915	$92,689	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$93,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Beck	Executive Dir.	40.00	Officer	$93,000	$0	$93,000
Scott Brennan	Vice Chairman	1.00	Officer Director	$0	$0	$0
Scott Leo	Chairman	1.00	Officer Director	$0	$0	$0
Bleema Bershad	Secretary	1.00	Officer Director	$0	$0	$0
Adam Wassell	Director	1.00	Director	$0	$0	$0
David Crane	Director	1.00	Director	$0	$0	$0
Denise Burkard	Director	1.00	Director	$0	$0	$0
Lea Fitzpatrick	Treasurer	1.00	Officer Director	$0	$0	$0
Bill Martin	Director	1.00	Director	$0	$0	$0
Michele Juliana	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$475,506	$414,591	$439,777	$60,915
2023	$440,870	$348,181	$384,148	$92,689
2022	$277,971	$228,601	$292,190	$49,370
2021	$445,312	$297,002	$241,654	$148,310
2020	$417,806	$372,101	$125,899	$45,705
2019	$533,070	$586,686	$59,298	$-53,616
2018	$583,299	$647,091	$99,914	$-63,792

Social Venture Partners Charlotte Inc