Nonprofit · EIN 20-2745238
SOCIAL VENTURE PARTNERS CHARLOTTE INC
Tax-exempt (reinstated) · CHARLOTTE, NC 28220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $468,644 | $407,293 | $61,351 | $516,600 | $75,616 | $440,984 |
| December 31, 2024 | 990 | $475,506 | $414,591 | $60,915 | $439,777 | $144 | $439,633 |
| December 31, 2023 | 990 | $440,870 | $348,181 | $92,689 | $384,148 | $405 | $383,743 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $298,510
- Membership dues
- $227,622
- Program service revenue
- $155,819
- Investment income
- $9,290
- Other revenue
- $5,025
Expenses
- Grants and similar amounts paid
- $130,000
- Compensation of officers, directors and key employees
- $92,171
- Other salaries and wages
- $61,500
- Salaries, compensation and benefits (total)
- $170,162
- Professional fundraising fees
- $0
- Accounting fees
- $4,028
- Program services (functional)
- $353,628
- Management and general (functional)
- $31,188
- Fundraising (functional)
- $22,477
Balance sheet and other
- Total assets, start of year
- $439,777
- Total assets, end of year
- $516,600
- Total liabilities, end of year
- $75,616
- Net assets, end of year
- $440,984
- Net assets without donor restrictions
- $440,984
- Gross receipts
- $468,644
- Employees
- 2
- Volunteers
- 150
- Year formed
- 2013
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristin Beck | Executive Dir. Officer | 40 | $92,171 |
| Scott Brennan | Chairman Trustee or director, Officer | 2 | $0 |
| Adrian Hee | Director Trustee or director | 1 | $0 |
| Bleema Bershad | Secretary Trustee or director, Officer | 1 | $0 |
| Adam Wassell | Director Trustee or director | 1 | $0 |
| David Crane | Director Trustee or director | 1 | $0 |
| Manisha Desai | Director Trustee or director | 1 | $0 |
| Lea Fitzpatrick | Treasurer Trustee or director, Officer | 1 | $0 |
| Bill Martin | Director Trustee or director | 1 | $0 |
| Michele Juliana | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristin Beck | Executive Dir. Officer | 40 | $93,000 |
| Scott Brennan | Vice Chairman Trustee or director, Officer | 1 | $0 |
| Scott Leo | Chairman Trustee or director, Officer | 1 | $0 |
| Bleema Bershad | Secretary Trustee or director, Officer | 1 | $0 |
| Adam Wassell | Director Trustee or director | 1 | $0 |
| David Crane | Director Trustee or director | 1 | $0 |
| Denise Burkard | Director Trustee or director | 1 | $0 |
| Lea Fitzpatrick | Treasurer Trustee or director, Officer | 1 | $0 |
| Bill Martin | Director Trustee or director | 1 | $0 |
| Michele Juliana | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristin Beck | Executive Dir. Officer | 40 | $93,000 |
| Scott Brennan | Director Trustee or director | 1 | $0 |
| Ann Marie Beurle | Director Trustee or director | 1 | $0 |
| Scott Leo | Secretary Trustee or director, Officer | 1 | $0 |
| Bleema Bershad | Director Trustee or director | 1 | $0 |
| Harrison Marshall | Director Trustee or director | 1 | $0 |
| David Crane | Director Trustee or director | 1 | $0 |
| Denise Burkard | Chairman Trustee or director, Officer | 1 | $0 |
| Lea Fitzpatrick | Director Trustee or director | 1 | $0 |
| Alyssa Sharpe | Treasurer Trustee or director, Officer | 1 | $0 |
| Bill Martin | Director Trustee or director | 1 | $0 |
| Michele Juliana | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12712, CHARLOTTE, NC 28220-2712
- In care of
- % WILLIAM MILLER
- Principal officer (990 for 2025)
- Kristin Beck, PO Box 12712, Charlotte, NC 28220
- Signed the 990
- Kristin Beck, Executive Dir.
- Phone
- (704) 577-6055
- Website
- www.svpcharlotte.org
- Return prepared by
- Foard and Company PA
Mission
Social Venture Partners Charlotte invests in and strengthens innovative nonprofits who are tackling our communitys greatest challenges by cultivating and leveraging a network of engaged philanthropists.
Program accomplishments
- SEED20: We celebrated our 12th year by returning to the stage with several program enhancements on April 1, 2025, which enabled us to spotlight 9 high impact and diverse nonprofits from the Charlotte, NC metro area. We awarded $55,000 in cash awards, plus in-kind prizes valued at $16,000. We enabled a convenient online giving platform that raised $71,386, including a generous match from Wells Fargo. We also hosted a series of 8 skill building and networking programs for our alumni focused on finance, fundraising and board capabilities to support the growth of our SEED20 nonprofits beyond the stage.Expenses $144,447 · grants $55,000 · revenue $155,819
- Investee Grant Portfolio - In 2025, Social Venture Partners provided strategic capacity building support and paid $75,000 in total unrestricted grant funding to three local nonprofits. Some specific highlights of projects that SVP provided include: facilitating a new, fully formed 3-year strategic plan, completing organizational capacity assessments, facilitating board development training workshops, and assisting with business development strategy development. In addition, SVP Charlotte provided ongoing ad hoc advisory support as the nonprofits navigate a dynamic landscape.Expenses $142,091 · grants $75,000
- Spark 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 9 projects for local nonprofits with 28 volunteer Partners, totalling 286 skilled partner volunteer hours. In addition to completed projects, we kicked off 4 additional projects that will roll over to be completed in 2026.Expenses $67,090
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2745238
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $516,600
- Income (IRS master file)
- $468,644
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- May 13, 2013
- Reinstated
- Effective January 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $468,644 | $407,293 | $516,600 | XML |
| 990 | December 2024 | $475,506 | $414,591 | $439,777 | XML |
| 990 | December 2023 | $440,870 | $348,181 | $384,148 | XML |
| 990 | December 2022 | $277,971 | $228,601 | $292,190 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2745238).
Questions about SOCIAL VENTURE PARTNERS CHARLOTTE INC
- What is the EIN of SOCIAL VENTURE PARTNERS CHARLOTTE INC?
- The employer identification number (EIN) of SOCIAL VENTURE PARTNERS CHARLOTTE INC is 20-2745238.
- Is SOCIAL VENTURE PARTNERS CHARLOTTE INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective January 15, 2013.
- Are donations to SOCIAL VENTURE PARTNERS CHARLOTTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOCIAL VENTURE PARTNERS CHARLOTTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOCIAL VENTURE PARTNERS CHARLOTTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIAL VENTURE PARTNERS CHARLOTTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOCIAL VENTURE PARTNERS CHARLOTTE INC?
- The 990 for the year ended December 31, 2025 names Kristin Beck.
- Who are the officers and directors of SOCIAL VENTURE PARTNERS CHARLOTTE INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $92,171 (Kristin Beck, Executive Dir.).
- How much revenue does SOCIAL VENTURE PARTNERS CHARLOTTE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $468,644, expenses of $407,293 and total assets of $516,600 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations