Civic Intelligence

Social Venture Partners Charlotte Inc

EIN 20-2745238 • 501(c)3 • Charlotte, NC

Profile

Social Venture Partners Charlotte invests in and strengthens innovative nonprofits who are tackling our communitys greatest challenges by leveraging a network of engaged philanthropists.

PO Box 12712Charlotte, NC 28220

www.svpcharlotte.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.00x

Higher debt load relative to assets than 77% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.00x

Higher debt load relative to revenue than 77% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

13%

Higher net margin than 53% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$93,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

NTEE T50 • <$500k nonprofits • Source year 2024

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

7.9%

Faster revenue growth than 58% of similar nonprofits.

NTEE T50 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$439,777

Up $55,629 (+14%) from 2023

Liabilities

Down

$144

Down $261 (-64%) from 2023

Net Assets

Up

$439,633

Up $55,890 (+15%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin53rd percentile

Revenue

Up

$475,506

Up $34,636 (+7.9%) from 2023

Expenses

Up

$414,591

Up $66,410 (+19%) from 2023

Net Income

Down

$60,915

Down $31,774 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0-$200KAssets 2013: $1Liabilities 2013: $02013Assets 2014: $513,207Liabilities 2014: $202,642Net Assets 2014: $310,5652014Assets 2015: $216,735Liabilities 2015: $201,457Net Assets 2015: $15,2782015Assets 2016: $89,152Liabilities 2016: $234,956Net Assets 2016: -$145,8042016Assets 2017: $163,706Liabilities 2017: $234,957Net Assets 2017: -$71,2512017Assets 2018: $99,914Liabilities 2018: $234,957Net Assets 2018: -$135,0432018Assets 2019: $59,298Liabilities 2019: $11,607Net Assets 2019: $47,6912019Assets 2020: $125,899Liabilities 2020: $32,503Net Assets 2020: $93,3962020Assets 2021: $241,654Liabilities 2021: -$52Net Assets 2021: $241,7062021Assets 2022: $292,190Liabilities 2022: $1,136Net Assets 2022: $291,0542022Assets 2023: $384,148Liabilities 2023: $405Net Assets 2023: $383,7432023Assets 2024: $439,777Liabilities 2024: $144Net Assets 2024: $439,6332024

Highlighted filing

2024

Assets$439,777
Liabilities$144
Net Assets$439,633
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $434,868Expenses 2014: $501,136Net Income 2014: -$66,2682014Revenue 2015: $403,114Expenses 2015: $444,485Net Income 2015: -$41,3712015Revenue 2016: $432,487Expenses 2016: $593,569Net Income 2016: -$161,0822016Revenue 2017: $479,340Expenses 2017: $394,936Net Income 2017: $84,4042017Revenue 2018: $583,299Expenses 2018: $647,091Net Income 2018: -$63,7922018Revenue 2019: $533,070Expenses 2019: $586,686Net Income 2019: -$53,6162019Revenue 2020: $417,806Expenses 2020: $372,101Net Income 2020: $45,7052020Revenue 2021: $445,312Expenses 2021: $297,002Net Income 2021: $148,3102021Revenue 2022: $277,971Expenses 2022: $228,601Net Income 2022: $49,3702022Revenue 2023: $440,870Expenses 2023: $348,181Net Income 2023: $92,6892023Revenue 2024: $475,506Expenses 2024: $414,591Net Income 2024: $60,9152024

Highlighted filing

2024

Revenue$475,506
Expenses$414,591
Net Income$60,915
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$439,777
Liabilities
$144
Net assets
$439,633
Revenue
$475,506
Expenses
$414,591
Net income
$60,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$4.76$4.15$0.61
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$4.41$3.48$0.93
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.01$2.91$2.78$2.29$0.49
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$4.45$2.97$1.48
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.33$0.93$4.18$3.72$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.12$0.48$5.33$5.87$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.00$2.35$1.35$5.83$6.47$0.64
2017Detailed filing. Detailed filing data is available for this year.$1.64$2.35$0.71$4.79$3.95$0.84
2016Detailed filing. Detailed filing data is available for this year.$0.89$2.35$1.46$4.32$5.94$1.61
2015Detailed filing. Detailed filing data is available for this year.$2.17$2.01$0.15$4.03$4.44$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.13$2.03$3.11$4.35$5.01$0.66
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$475,506
Mission and Program Overview

Mission

Social Venture Partners is a philanthropic organization passionately attacking the issue of social and economic inequality in Charlotte. We:Invest our money, skills, and time to strengthen game-changing nonprofitsProvide multi-year, unrestricted grantsConnect the skills of our members with the needs of the nonprofitsCultivate strategic philanthropist

Social Venture Partners Charlotte invests in and strengthens innovative nonprofits who are tackling our communitys greatest challenges by leveraging a network of engaged philanthropists.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$378,314$439,777▲ $61,463
Prepaid Expenses and Deferred Charges$5,834$0▼ $5,834
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$384,148$439,777▲ $55,629
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$405$144▼ $261
Total Liabilities$405$144▼ $261
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$383,743$439,633▲ $55,890
Total Net Assets Fund Balance$383,743$439,633▲ $55,890
Total Liabilities and Net Assets / Fund Balance$384,148$439,777▲ $55,629
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristin BeckExecutive DirectorFT$93,000$93,000

Board Members and Trustees

NameTitle
Scott LeoChairman
Scott BrennanVice Chairman
Adam WassellDirector
Bill MartinDirector
David CraneDirector
Denise BurkardDirector
Michele JulianaDirector
Bleema BershadSecretary
Lea FitzpatrickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$327,822
Program Service Revenue
$137,291
Investment Income
$8,793
Other Revenue
$1,600
All Other Contributions
$87,107
Change in Net Assets
$60,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$230,726
Grants and Similar Amounts Paid$110,000
Other Expenses$73,865
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,457$24,364-$121,821
Grants to Domestic Orgs$110,000--$110,000
Current Officers, Directors, Trustees, and Key Employees$74,400$18,600-$93,000
Payroll Taxes$12,724$3,181-$15,905
Advertising$11,883$2,971-$14,854
All Other Expenses$3,183$796-$3,979
Other Expenses$2,612$653-$3,265
Occupancy$1,542$386-$1,928
Fees for Services Accounting$1,440$360-$1,800
Information Technology$878$219-$1,097
Office Expenses$736$184-$920
Insurance$714$179-$893
Total Functional Expenses$356,778$57,813$0$414,591
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Attention HomeRock Hill, SC-Unresticted - Provide business expe$23,000
Feeding CharlotteChalotte, NC-Unresticted - Provide business expe$20,000
GardHouseCharlotte, NC-Unresticted - Provide business expe$20,000
Youth MeditationCharlotte, NC-Unresticted - Provide business expe$20,000
Others under 5000Charlotte, NC-Unresticted - Provide business expe$18,000
Arins Good Girl Dog TreatsBelmont, NC-Unresticted - Provide business expe$9,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All members of Board of Directors received advanced copy of 990 drafts with request for feedback or edits. The Executive Director and Treasurer, along with select members of the Finance Committee will review feedback from Board Members and conduct a thorough review including suggested edits prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Annually review and sign.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Social Venture Partners Charlotte Inc
EIN
20-2745238
Phone
7045776055
Address
PO Box 12712, Charlotte, NC 28220

Signing Officer

Name
Kristin Beck
Title
Executive Director
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Beck
Formed
2013
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
150

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Michelle D Roberts
Phone
7043721515
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IRS990/ProgSrvcAccomActy2Grp/Desc0Investee Grant Portfolio - In 2024, Social Venture Partners provided strategic capacity building support and $60,000 in total unrestricted grantfunding to three local nonprofits. SVP Partners supported these nonprofits in critical capacity building areas including staff transitions, ongoing advisory support and completing fundraising assessments to strengthen sustainability. Additional support included guidance on facilities and logistics, such as a lease review and information for critical vehicles. SVP also provided extensive board development services to help recruit new directors and increase board engagement. Examples include creating job descriptions, reviewing bylaws and facilitating board training workshops. Two advisory projects guided strategic planning and board evolution efforts.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Spark Team: Provide SEED20 and Investee nonprofit alumni with pro-bono consulting with a focus on knowledge transfer and capacity building. Support is provided in the areas for Strategy/Governance, Marketing/Communication, Technology/Operations, Fundraising, and Finance & Accounting. Completed 10 projects for local nonprofits with 30 volunteer Partners, totalling 564 skilled partner volunteer hours.
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