Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
CLEVELAND SOCIAL VENTURE PARTNERS
Employer identification number
30-0010575
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
203,227
237,343
153,860
182,295
158,366
935,091
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
203,227
237,343
153,860
182,295
158,366
935,091
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
99,757
6
Public Support. Subtract line 5 from line 4.
835,334
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
203,227
237,343
153,860
182,295
158,366
935,091
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
13,568
14,886
6,116
3,576
388
38,534
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
87
87
11
Total support (Add lines 7 through 10).
973,712
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
85.790 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
95.330 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
EXPENSES INFORMATION TECHNOLOGY 1,208 TRAVEL 1,417 CONFERENCES AND MEETINGS 843 COMMUNITY MEETINGS 146 INTEREST 2,220 INSURANCE 1,800 GRANT MAKING 457 EDUCATION AND ENGAGEMENT 2,158 MEMBERSHIP DEVELOPMENT 2,740 SUPPLIES 831 TELEPHONE 1,169 POSTAGE AND DELIVERY 115 DUES AND SUBSCRIPTIONS 6,397 SPONSORSHIP EXPENSES 500 BAD DEBTS 500 MISCELLANEOUS 2,186 TOTAL 24,687
OTHER ASSETS
FORM 990-EZ, PART II, LINE 24
PLEDGES RECEIVABLE 13,682 15,860 PREPAID EXPENSES AND DEFERRED CHARGES 0 685 DEPOSITS 718 550 TOTAL 14,400 17,095
ORGANIZATION'S EXEMPT PURPOSE THE MISSION OF CLEVELAND SOCIAL VENTURE PARTNERS (CSVP) IS TO BUILD A COMMUNITY OF ACTIVE DONORS WHO GIVE MONEY, TIME AND EXPERTISE TO HELP CLEVELAND NON-PROFITS STRENGTHEN AND IMPROVE THEIR PERFORMANCE. CSVP DIRECTS ITS FINANCIAL AND CONSULTING SUPPORT TOWARD STRENGTHENING STRATEGIC AND OPERATIONAL ISSUES IDENTIFIED BY THE ORGANIZATION. THROUGH AN "INVESTMENT CYCLE" OF PROPOSAL REVIEWS AND SITE VISITS, MEMBERS ANNUALLY SELECT A NOT-FOR-PROFIT IN CUYAHOGA COUNTY, OHIO, AND DEVELOP A CLOSE, MULTI-YEAR WORKING RELATIONSHIP WITH THE ORGANIZATION'S LEADERSHIP. FUNDING PRIORITIES SELECTED BY CSVP MEMBERS HAVE INCLUDED YOUTH DEVELOPMENT, ECONOMIC/WORKFORCE DEVELOPMENT, LITERACY, EARLY CHILDHOOD DEVELOPMENT/PARENTING AND K-12 EDUCATION. CSVP ALSO PROVIDES EDUCATION ON PHILANTHROPY AND CIVIC ENGAGEMENT TO ITS MEMBERS AND THE PUBLIC.
FIRST ACHIEVEMENT
FORM 990-EZ, PART III, LINE 28
CSVP PROGRAM ACTIVITY INCLUDED GRANTS, MANAGEMENT AND SUPPLIES FOR THE FOLLOWING PROGRAMS: 1.INVESTEE WORK/CAPACITY BUILDING: 18 PARTNERS (34%) PROVIDED 195 HOURS OF VOLUNTEER CONSULTING AT A VALUE OF OVER 20,000 WITH CSVP'S FOUR INVESTEES. EXPENSES: 457. GRANTS: CSVP AWARDED 65,000 IN GRANTS. A.ADOPTION NETWORK CLEVELAND -15,000 AWARDED PARTNERS OF CSVP PROVIDED VOLUNTEER CONSULTING SERVICES RELATED TO EVALUATING EARNED INCOME STRATEGIES, MARKETING AND MESSAGING, AND EXECUTIVE COACHING. B.FAMILY CONNECTIONS - 15,000 AWARDED PARTNERS OF CSVP PROVIDED VOLUNTEER CONSULTING SERVICES RELATED TO USE OF FACILITIES, INFORMATION TECHNOLOGY, WEBSITE IMPROVEMENTS, AND ORGANIZATIONAL STRATEGY. C.PROGRESSIVE ARTS ALLIANCE -15,000 AWARDED GRANT WAS USED TO HIRE A PART-TIME DEVELOPMENT DIRECTOR. CSVP PARTNERS PROVIDED VOLUNTEER CONSULTING RELATED TO EXECUTIVE COACHING, BOARD DEVELOPMENT, AND FUND DEVELOPMENT. D.THE INTERGENERATIONAL SCHOOL - 15,000 AWARDED CSVP PARTNERS PROVIDED VOLUNTEER CONSULTING ON BOARD DEVELOPMENT, HUMAN RESOURCE BENEFITS, LEADERSHIP DEVELOPMENT. E.NEW LIFE COMMUNITY - 5,000 GRANT WAS PROVIDED BY CSVP TEENS 2. GRANT MAKING/INVESTMENT TEAM - 9 PARTNERS (17%) PARTICIPATED IN THE INVESTMENT TEAM TO CRAFT THE REQUEST FOR PROPOSALS, REVIEW LETTERS OF INTENT AND FULL PROPOSALS, CONDUCT SITE VISITS, DISCUSS, AND ULTIMATELY SELECT MEDWISH INTERNATIONAL AS THE NEW INVESTEE. EXPENSES: 174 3. EDUCATION AND ENGAGEMENT - LEARNING IS EMBEDDED IN ALL OF OUR PROGRAMS, INCLUDING THE INVESTMENT TEAM, CSVP TEENS, FAMILY FOUNDATION MEETINGS, PARTNER MEETINGS, COMMITTEE MEETINGS, BOARD MEETINGS, AND MEETINGS OF LEAD PARTNERS WORKING WITH INVESTEES. IN ADDITION, CSVP HELD THE FOLLOWING PROGRAMS WITH A FOCUS ON EDUCATING OUR PARTNERS AND/OR THE PUBLIC. EXPENSES: 2,658 A. AT THREE LUNCHTIME PROGRAMS, CSVP PARTNERS PRESENTED COMMUNITY INITIATIVES IN WHICH THEY ARE INVOLVED ON TOPICS RANGING FROM COMMUNITY REVITALIZATION, EDUCATION, INTERNATIONAL BUSINESS ATTRACTION, THE HEALTHCARE DEBATE, AND OTHERS. B. FULL PARTNERSHIP MEETINGS HELD THREE TIMES EACH YEAR INCLUDE AN INFORMATIONAL SPEAKER AND INFORM PARTNERS OF THE ACCOMPLISHMENTS OF THE ORGANIZATIONS WE SUPPORT AND THE PROGRESS MADE BY THE TEAMS WORKING WITH THEM. C. THE EXECUTIVE DIRECTOR MEETS INDIVIDUAL PARTNERS TO ASSIST PARTNERS IN FULFILLING THEIR VOLUNTEER AND PHILANTHROPIC GOALS WITHIN CLEVELAND SVP. D. CSVP DEVELOPED A STRATEGIC PLAN IN 2010 WITH THE FOLLOWING GOALS AND BEGAN IMPLEMENTATION: 1 - INCREASE OUR ABILITY TO DELIVER POSITIVE OUTCOMES FOR INVESTEES 2 - ENHANCE THE PARTNER EXPERIENCE 3 - BUILD CAPACITY FOR CSVP 4 - INCREASE REVENUE, EXPLORE, AND POTENTIALLY DIVERSIFY REVENUE STREAMS 5 - DEFINE AND EXPAND CSVP'S IMPACT IN THE CLEVELAND NONPROFIT SECTOR 4. TEEN PHILANTHROPY - EXPENSES: 4,300 CSVP TEENS ENGAGED 11 TEENS FROM SIX CSVP FAMILIES. THE TEENS LEARNED ABOUT ISSUES AFFECTING PEOPLE IN THEIR COMMUNITIES AND SELECTED HOMELESSNESS AS THE ISSUE THEY WOULD LIKE TO ADDRESS WITH THEIR SUPPORT. THEY DISTRIBUTED A REQUEST FOR PROPOSALS, REVIEWED REQUESTS FOR FUNDING FROM NONPROFITS AND ULTIMATELY SELECTED NEW LIFE COMMUNITY TO RECEIVE A GRANT OF 5,000.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.