DALLAS SOCIAL VENTURE PARTNERS (EIN 752945359) - 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

2000

Legal Domicile

Principal Officer

ANTHONY FLEO

Phone

2148555520

Tax Period

2023-01-01 to 2023-12-31

DALLAS SOCIAL VENTURE PARTNERS, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.7M left a modest 6% surplus.

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.

🔒

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 $1,727,878

Program Service Revenue $82,338

Investment Income $109,301

Other Revenue $-83,245

TOTAL REVENUE $1,836,272

Expense Breakdown

Grants Paid $591,533

Salaries & Benefits $674,974

Fundraising Expenses $226,052

Program Expenses $1,249,915

Other Expenses $453,261

TOTAL EXPENSES $1,719,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,836,272	$2,338,472	-0.2%
Expenses	$1,719,768	$2,305,497	-0.3%
Net Income	$116,504	$32,975	+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

188

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

$181,377

Total Directors

$181,377

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY FLEO	CEO	40.00	Officer Director	$181,377	$0	$181,377
TED HERROD	Director	1.00	Director	$0	$0	$0
LAHARI NEELAPAREDDY	Secretary	1.00	Officer Director	$0	$0	$0
SUZANNE MASSEY	Director	1.00	Director	$0	$0	$0
MARY JALONICK	Director	1.00	Director	$0	$0	$0
IAN FEUER	Chairman	1.00	Officer Director	$0	$0	$0
DAVID RUSSELL	Director	1.00	Director	$0	$0	$0
ABID SHIVJI	Director	1.00	Director	$0	$0	$0
DONNA YOUNG	Director	1.00	Director	$0	$0	$0
WENDY BATEMAN	Director	1.00	Director	$0	$0	$0
HARDEN WIDEMANN	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	No data	No data	No data	No data
2023	$1,836,272	$1,719,768	$2,910,689	$116,504
2022	$2,338,472	$2,305,497	$2,691,440	$32,975
2021	$1,701,906	$1,516,967	$2,879,805	$184,939
2020	$1,876,156	$1,204,271	$2,629,104	$671,885
2019	$2,286,371	$3,159,462	$2,038,431	$-873,091
2018	$3,622,317	$2,476,759	$2,691,497	$1,145,558

DALLAS SOCIAL VENTURE PARTNERS