SOCIAL VENTURE PARTNERS TUCSON C/O COMMUNITY FDN FOR SOUTHERN AZ (EIN 822964855) - 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

2017

Legal Domicile

Principal Officer

CIARA GARCIA

Phone

5207700800

Tax Period

2022-07-01 to 2023-06-30

SOCIAL VENTURE PARTNERS TUCSON C/O COMMUNITY FDN FOR SOUTHERN AZ, founded in 2017, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

SVP TUCSON IS AN EVER EXPANDING COMMUNITY OF ENGAGED PHILANTHROPISTS DEDICATED TO BUILDING THE CAPACITY, STRENGTH AND IMPACT OF NONPROFITS IN ADDRESSING SOCIAL PROBLEMS. WE ACCOMPLISH THIS THROUGH: THOUGHTFUL AND STRATEGIC INVESTMENTS AND COLLABORATIONS OUR PARTNERS ENGAGEMENT AND EXPERTISE, AND INSPIRING AND EQUIPPING PARTNERS TO BE MORE STRATEGIC AND EFFECTIVE WITH THEIR GIVING

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $1,200,174

Program Service Revenue $0

Investment Income $5,823

Other Revenue $-62,918

TOTAL REVENUE $1,143,079

Expense Breakdown

Grants Paid $336,000

Salaries & Benefits $618,963

Fundraising Expenses $101,128

Program Expenses $994,700

Other Expenses $205,181

TOTAL EXPENSES $1,160,144

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,143,079	$973,653	+0.2%
Expenses	$1,160,144	$865,399	+0.3%
Net Income	$-17,065	$108,254	-1.2%

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

125

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

$140,012

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON ROTTENSTEIN	CHAIR	4.00	Officer Director	$0	$0	$0
LIZ KANTER GROSKIND	VICE CHAIR	4.00	Officer Director	$0	$0	$0
ANNE HOFF	TREASURER	4.00	Officer Director	$0	$0	$0
PEGGY GOULDING	SECRETARY	4.00	Officer Director	$0	$0	$0
ALLISON VAILLANCOURT	DIRECTOR	2.00	Director	$0	$0	$0
CRISTIE STREET	DIRECTOR	2.00	Director	$0	$0	$0
ERIC KUTSCHER	DIRECTOR	2.00	Director	$0	$0	$0
HOWIE ADAMS	DIRECTOR	4.00	Director	$0	$0	$0
KOREN SHERRICK	DIRECTOR	2.00	Director	$0	$0	$0
PALOMA SANTIAGO	DIRECTOR	2.00	Director	$0	$0	$0
SARA LONG	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
CIARA GARCIA	CEO	40.00	Officer	$133,820	$6,192	$140,012

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	No data	No data	No data	No data
2023	$1,143,079	$1,160,144	$381,377	$-17,065
2022	$973,653	$865,399	$744,436	$108,254
2021	$683,385	$695,023	$273,358	$-11,638
2020	$521,987	$489,050	$285,093	$32,937
2019	$420,727	$417,478	$260,369	$3,249
2018	$354,046	$350,909	$239,955	$3,137

SOCIAL VENTURE PARTNERS TUCSON C/O COMMUNITY FDN FOR SOUTHERN AZ