SILICON VALLEY SOCIAL VENTURE FUND - SV2 (EIN 510644783) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

KWOK LAU

Phone

6505268171

Tax Period

2023-07-01 to 2024-06-30

SILICON VALLEY SOCIAL VENTURE FUND - SV2, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $575K, a strong 25% operating margin.

Mission

TO UNLEASH THE RESOURCES AND TALENTS OF THE SILICON VALLEY COMMUNITY TO ACHIEVE MEANINGFUL SOCIAL IMPACT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,101,791

Program Service Revenue $60,000

Investment Income $99,384

Other Revenue $27,869

TOTAL REVENUE $2,289,044

Expense Breakdown

Grants Paid $592,992

Salaries & Benefits $820,096

Fundraising Expenses $73,067

Program Expenses $1,374,649

Other Expenses $300,898

TOTAL EXPENSES $1,713,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,289,044	$1,752,898	+0.3%
Expenses	$1,713,986	$2,135,470	-0.2%
Net Income	$575,058	$-382,572	-2.5%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$364,766

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ONEK	CEO	40.00	Officer	$224,700	$0	$224,700
ANNE J CHANG 85 FTE	COO	34.00	Officer	$122,718	$17,348	$140,066
AMY BADIANI	DIR COMM ENGAGEMNT	40.00		$116,987	$6,164	$123,151
ALISON ELLIOTT	Director	3.00	Director	$0	$0	$0
CINDY LANG	Director	3.00	Director	$0	$0	$0
LINDA PRIETO	Director	3.00	Director	$0	$0	$0
LAURA ARRILLAGA-ANDREESSEN	FOUNDER	3.00	Director	$0	$0	$0
GATANYA ARNIC	Director	3.00	Director	$0	$0	$0
KERA JEWETT	Director	3.00	Director	$0	$0	$0
JENNIFER MIN	Director	3.00	Director	$0	$0	$0
KELLY POPE	Director	3.00	Director	$0	$0	$0
DAVID DILL	Director	3.00	Director	$0	$0	$0
LISA GUERRA	Director	3.00	Director	$0	$0	$0
NANCY HEINEN	Director	3.00	Director	$0	$0	$0
ZELICA RODRIGUEZ-DEAMS	Director	3.00	Director	$0	$0	$0
REKHA PAI KAMATH	Director	3.00	Director	$0	$0	$0
RACHEL KLAUSNER	Secretary	3.00	Officer Director	$0	$0	$0
ROLLAND JANAIRO	Director	3.00	Director	$0	$0	$0
KWOK LAU	CHAIR	3.00	Officer Director	$0	$0	$0
CLARA ROA	Director	3.00	Director	$0	$0	$0
PAUL WORK	Treasurer	3.00	Officer Director	$0	$0	$0
GRACE MAH	Director	3.00	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
2025	No data	No data	No data	No data
2024	$2,289,044	$1,713,986	$2,391,900	$575,058
2023	$1,752,898	$2,135,470	$2,066,657	$-382,572
2022	$1,729,206	$1,593,102	$2,310,779	$136,104
2021	$1,584,762	$1,523,717	$2,382,561	$61,045
2020	$1,605,854	$1,585,312	$2,129,593	$20,542
2019	$1,530,696	$1,603,978	$2,071,237	$-73,282
2018	$1,633,806	$1,397,519	$1,915,321	$236,287

SILICON VALLEY SOCIAL VENTURE FUND - SV2