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
2012
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 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 monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
153,860
182,295
158,366
233,816
258,513
986,850
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
153,860
182,295
158,366
233,816
258,513
986,850
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)..
185,366
6
Public support. Subtract line 5 from line 4.
801,484
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
153,860
182,295
158,366
233,816
258,513
986,850
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
6,116
3,576
388
200
98
10,378
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
997,228
12
Gross receipts from related activities, etc. (see instructions)
..................
12
8,586
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 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
80.370 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
94.290 %
16a
33 1/3% support test—2012.
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—2011.
If the organization did not check a 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—2012.
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—2011.
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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(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) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(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 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
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—2011.
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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012
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.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
CLEVELAND SOCIAL VENTURE PARTNERS
Employer identification number
30-0010575
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
SOCIAL VENTURE PARTNERS BUILDS POWERFUL RELATIONSHIPS AMONG DONORS AND NONPROFITS THAT WANT TO MAKE A DIFFERENCE IN OUR COMMUNITY. WE HELP INDIVIDUALS MAKE A GREATER IMPACT WITH THEIR GIVING, FUND AND STRENGTHEN NONPROFITS, AND EQUIP OUR COMMUNITY TO TACKLE OUR GREATEST SOCIAL CHALLENGES - TOGETHER. 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. IN THE CURRENT PERIOD, CSVP ACCEPTED LETTERS OF INTEREST FROM NONPROFITS WORKING IN ANY ISSUE AREA WHO WANTED TO MAKE POSITIVE CHANGE IN THEIR ORGANIZATIONS. CSVP ALSO PROVIDES EDUCATION ON PHILANTHROPY AND CIVIC ENGAGEMENT TO ITS MEMBERS AND THE PUBLIC.
FIRST ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
SVP PROGRAM ACTIVITY INCLUDED GRANTS, MANAGEMENT AND SUPPLIES FOR THE FOLLOWING PROGRAMS: 1. IMPACT WITH INVESTEES: 12 PARTNERS (23%) PROVIDED 284 HOURS OF VOLUNTEER CONSULTING AT A VALUE OF OVER 28,400 WITH SVP'S TWO ACTIVE INVESTEES. GRANTS: SVP AWARDED 30,000 IN GRANTS. A. MEDWISH INTERNATIONAL - 15,000 WAS AWARDED IN 2012. SVP'S CUMULATIVE IMPACT OF GRANTS, VOLUNTEER CONSULTING, AND OTHER DONATIONS TOTAL 101,120 OVER TWO YEARS. SVP'S GRANT WAS LEVERAGED 337%. MEDWISH WORKED WITH SVP CONTACTS TO CREATE A COMPREHENSIVE DOCUMENT DETAILING REQUIREMENTS FOR A WAREHOUSE MANAGEMENT SYSTEM, WHICH WAS USED AS A SURVEY FOR POTENTIAL VENDORS TO RESPOND WITH THEIR QUALIFICATIONS. ONE COMPANY WAS CONTRACTED TO CREATE AN INDUSTRY-LEADING MSRO INVENTORY MANAGEMENT SYSTEM. ITS FIRST TWO STAGES WERE DELIVERED IN LATE 2012, AND STAFF IS CURRENTLY TRANSITIONING TO THE NEW SOFTWARE. THIS INCLUDES QUALITY CHECKING ALL BOXES GOING INTO THE SYSTEM, ASSOCIATING ALL ITEMS WITH A RESEARCHED VALUE, AND IMPLEMENTING NEW QUALITY CONTROL PROCESSES TO MAINTAIN A QUALITY DATABASE. WITH SVP'S GRANT, MEDWISH PROVIDED EMT TRAINING FOR ITS WAREHOUSE & INVENTORY MANAGER. OBTAINING AN EMT CERTIFICATE ALLOWED HIM TO EXPAND HIS KNOWLEDGE OF MEDICAL SUPPLIES AND EQUIPMENT THAT HE DEALS WITH ON A DAILY BASIS IN THE WAREHOUSE. THE GRANT COVERED PARTIAL COSTS FOR THE MARKETING AND COMMUNICATIONS MANAGER FOR LEADERSHIP TRAINING AND COMMUNITY-BUILDING OPPORTUNITIES. STAFF CONTINUES TO DEVELOP THROUGH A NEW ANNUAL REVIEW PROCESS THAT INCLUDES PEER FEEDBACK. STAFF IS PARTICIPATING IN THE STRATEGIC PLANNING PROCESS GIVING THEM THE OPPORTUNITY TO WORK WITH BOARD MEMBERS AND EXECUTIVE-LEVEL STAKEHOLDERS. PARTICIPATION IN ORGANIZATION-WIDE PLANNINGOF THIS NATURE RESULTS IN GREATER OWNERSHIP AND LEADERSHIP SKILLS. IN 2012 MEDWISH ONLY SAW TWO STAFF MEMBERS OF 11 LEAVE THE ORGANIZATION. B. OPEN DOORS ACADEMY - 15,000 AWARDED; GRANTS, VOLUNTEER CONSULTING, AND OTHER DONATIONS TOTAL 22,100. SVP'S GRANT WAS LEVERAGED 147%. WITH SVP ASSISTANCE, OPEN DOORS ACADEMY COMPLETED AN ORGANIZATIONAL ASSESSMENT THAT LEAD TO THE DEVELOPMENT OF A WORK PLAN FOR THE ENGAGEMENT. THE WORK PLAN DELINEATES HOW SVP WILL ASSIST ODA IN TWO PROJECTS: 1.TO STRENGTHEN FUNDRAISING STRATEGY TO DIVERSIFY FINANCIAL SUPPORT AND DEVELOP AN INTEGRATED FUNDING PLAN. 2.TO STRENGTHEN HUMAN RESOURCES THROUGH PROJECTS FOR LEADERSHIP DEVELOPMENT AND SUCCESSION PLANNING, TO STRENGTHEN INTERNAL PROCEDURES AND COMMUNICATION, TO INCREASE OPPORTUNITIES FOR STAFF LEARNING, AND TO ENHANCE STAFF HIRING, MANAGEMENT, AND RETENTION SYSTEMS. 2. EDUCATION AND ENGAGEMENT - LEARNING IS EMBEDDED IN ALL OF OUR PROGRAMS, INCLUDING THE INVESTMENT TEAM, PARTNER MEETINGS, COMMITTEE MEETINGS, BOARD MEETINGS, AND MEETINGS OF LEAD PARTNERS WORKING WITH INVESTEES. SVP HELD 19 EVENTS WITH AN EDUCATIONAL COMPONENT. OF THE 19 EVENTS, SIX EDUCATION PROGRAMS WERE OPEN TO THE PUBLIC ON THE FOLLOWING TOPICS: REVITALIZATION OF CLEVELAND'S NEW CAMPUS DISTRICT; THE "MEDICAL HOME" CONCEPT IMPLEMENTED BY METROHEALTH; ADDRESSING YOUTH VIOLENCE; CITIZEN RE-ENTRY FOLLOWING INCARCERATION; THE P-16 (PRE-NATAL TO GRADE 16) PROGRAM OF THIRD FEDERAL FOUNDATION; IMMIGRATION AND REFUGEES. 96% OF RESPONDENTS AGREED OR STRONGLY AGREED THAT THEY WERE SATISFIED WITH THE QUALITY OF THE LEARNING EXPERIENCE.
CLASSES OF MEMBERS OR STOCKHOLDERS
FORM 990, PAGE 6, PART VI, LINE 6
VOTING AND NON-VOTING (EX-OFFICIO) BOARD MEMBERS ARE A SUBSET ELECTED BY THE INDIVIDUAL PARTNERS.
ELECTION OF MEMBERS AND THEIR RIGHTS
FORM 990, PAGE 6, PART VI, LINE 7A
THE MEMBERS, OR "PARTNERS" OF THE ORGANIZATION ELECT THE BOARD MEMBERS
DECISIONS SUBJECT TO APPROVAL OF MEMBERS
FORM 990, PAGE 6, PART VI, LINE 7B
BOARD MEMBERS OF THE ORGANIZATION ARE ELECTED BY THE MEMBERS OR "PARTNERS".
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
THE FINAL DRAFT OF THE 990, AFTER REVIEW BY THE EXECUTIVE DIRECTOR, IS EMAILED TO THE TREASURER AND, WHEN HE/SHE IS SATISFIED, IT IS EMAILED TO ALL DIRECTORS. IF NONE POSE OBJECTIONS WITHIN A GIVEN TIME FRAME, THE 990 IS ELECTRONICALLY FILED.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
EACH YEAR, THE BOARD MEMBERS ARE ASKED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS, AND EMPLOYEES OF THE ORGANIZATION ARE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTEREST OF THE ORGANIZATION AND THE PUBLIC GOOD. THE CONFLICT OF INTEREST STATEMENT REQUESTS BOARD MEMBERS TO IDENTIFY TO THE BEST OF THEIR KNOWLEDGE AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIALS OR OTHER SUBSTANTIVE OPERATIONS OF THE ORGANIZATION. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. AT THE STAFF LEVEL, THE ORGANIZATION'S PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING THE ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN TO BOTH ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 1023, FORM 990, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990, WITHOUT SCHEDULE B CAN ALSO BE FOUND ON SEVERAL PUBLICLY-ACCESSIBLE WEBSITES.
OTHER CHANGES IN NET ASSETS EXPLANATION
FORM 990, PART XI, LINE 9
AUDIT ADJUSTMENT AFTER 990 WAS FILED 4,999
ADDITIONAL INFORMATION
FORM 990, PART XII
THE BOARD DELEGATES OVERSIGHT RESPONSIBILITY TO THE EXECUTIVE DIRECTOR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.