doing  good  better Leveraging Resources with Social Investment Portfolio
Dallas Social Venture Partners Doing Good .. Better P artner  O n-boarding  P rogram
DSVP Investment Portfolio
<ul><li>DSVP Investments </li></ul><ul><ul><li>Focus on Children and Education </li></ul></ul><ul><ul><li>Select compatibl...
Investment Overview
Year 1  Funding:  Investment  Committee Year 2 – Year 5  Funding Portfolio Review Committee Yr 5 +  --  No Funding Emeritu...
DSVP  - Proposed Investee Lifecycle  Year 1 o New Investee – funded by Investment Committee o Lead Partner Assigned  o DSV...
Meet The Investees
<ul><li>Dallas After School Network -   </li></ul><ul><li>DASN’ Mission :  Dallas Afterschool Network (DASN) is a membersh...
<ul><li>Mi Escuelita Preschool -   </li></ul><ul><li>Mi Escuelita’s Mission :  Mi Escuelita Preschool is an early childhoo...
<ul><li>The National Foundation for Teaching Entrepreneurship -   </li></ul><ul><li>NFTE’s Mission :  NFTE provides entrep...
<ul><li>The Samaritan Inn -   </li></ul><ul><li>Samaritan Inn’s Mission :  The Samaritan Inn was established in 1984 as a ...
<ul><li>Transition Resource Action Center (TRAC) -   </li></ul><ul><li>TRAC’s Mission :  Transition Resource Action Center...
<ul><li>Vision Regeneration -   </li></ul><ul><li>Vision Regeneration’s Mission :  Vision Regeneration facilitates and mai...
<ul><li>The Wilkinson Center -  </li></ul><ul><li>Wilkinson Center’s Mission :  The Wilkinson Center serves homeless, work...
<ul><li>Uplift Education -   </li></ul><ul><li>Uplift’s Mission :  Uplift Education is dedicated to operating open-enrollm...
<ul><li>Youth Village Foundation -   </li></ul><ul><li>Youth Village’s Mission :  To meet the needs of young men of the Da...
Emeritus Investees
<ul><li>Dallas Concilio of Hispanic Services -   </li></ul><ul><li>Dallas Concilio’s Mission :  The Dallas Concilio of His...
<ul><li>Shared Housing Center, Inc. -   </li></ul><ul><li>Shared Housing’s Mission :  Shared Housing Center, Inc. breaks t...
<ul><li>Educational First Steps -   </li></ul><ul><li>EFS’s Mission :  Educational First Steps (EFS) improves the quality ...
<ul><li>Advanced Placement Strategies -   </li></ul><ul><li>APS’s Mission :  Advanced Placement Strategies (APS) works wit...
<ul><li>Child Abuse Prevention Center -   </li></ul><ul><li>CAP’s Mission :  Child Abuse Prevention (CAP) Center breaks th...
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2009 Dsvp Pop Investee Portfolio Chapter

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Updated Portfolio for 2009

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2009 Dsvp Pop Investee Portfolio Chapter

  1. 1. doing good better Leveraging Resources with Social Investment Portfolio
  2. 2. Dallas Social Venture Partners Doing Good .. Better P artner O n-boarding P rogram
  3. 3. DSVP Investment Portfolio
  4. 4. <ul><li>DSVP Investments </li></ul><ul><ul><li>Focus on Children and Education </li></ul></ul><ul><ul><li>Select compatible organizations </li></ul></ul><ul><ul><li>Multi-year relationship and funding </li></ul></ul><ul><ul><li>General Operating Support </li></ul></ul><ul><ul><li>Emeritus Investments </li></ul></ul>
  5. 5. Investment Overview
  6. 6. Year 1 Funding: Investment Committee Year 2 – Year 5 Funding Portfolio Review Committee Yr 5 + -- No Funding Emeritus Status Getting to know Investee ; Lead Partner Assigned Lead Partners Engaged, Resource Teams Limited Partner Involvement Lead Partner Engagement DSVP - Proposed Investee Lifecycle
  7. 7. DSVP - Proposed Investee Lifecycle Year 1 o New Investee – funded by Investment Committee o Lead Partner Assigned o DSVP begins to know the Investee o Resource Teams participate as requested by Investee Year 2 o DSVP gains working knowledge of investee o DSVP recommends areas of participation and support o Resource Teams work on Investee and Partner suggested initiatives o Funding is approved by PRC Year 3 o DSVP and Investee are working closely together as partners o Resource Teams are launched as needed by DSVP or Investee request o Funding approved by PRC Year 4 o Investee is sustainable and has sufficient capacity via DSVP assistance o Funding is diminished, approved by PRC Year 5 o Typically this is the final year of investment o A small investment is made, approved by the PRC Year 6 o Investee is Emeritus Status o No further Financial Investment by DSVP o DSVP continues to provide Lead Partner and limited Resources
  8. 8.
  9. 9. Meet The Investees
  10. 10. <ul><li>Dallas After School Network - </li></ul><ul><li>DASN’ Mission : Dallas Afterschool Network (DASN) is a membership-based organization focused on expanding the quality and availability of afterschool programs for the 135,000 Dallas children who require afterschool care. DASN provides professional resources and networking opportunities to afterschool providers and a web- and phone-based Program Locator to help parents locate afterschool programs. </li></ul><ul><li>Interim Executive Director : Cindy Colangelo </li></ul><ul><li>Lead Partner: Steve Raab </li></ul><ul><li>2009 Funding : $40,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Facilitated a Strategic planning process </li></ul><ul><li>Assisted with by-laws and board documents </li></ul><ul><li>Consulted in obtaining general liability insurance, Directors and Officers insurance </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Development of sustainability plans for DASN’s program components </li></ul><ul><li>Creation of a marketing and PR strategy </li></ul>DSVP Investee Since: 2007 Annual Budget : $153,500 Clients Served Annually: Trained 500 afterschool staff P.O. Box 603051 Dallas, TX 75360 “ No matter what you put into these organizations, you can’t give as much as you get back. The pride you have in what they’ve done—you can’t measure that.” - Steve Raab
  11. 11. <ul><li>Mi Escuelita Preschool - </li></ul><ul><li>Mi Escuelita’s Mission : Mi Escuelita Preschool is an early childhood program dedicated to teaching English and developing early learning skills for at-risk children of all cultures for preparation towards a successful school experience. </li></ul><ul><li>Executive Director : Gayle Nave </li></ul><ul><li>Lead Partners: Gillian Parrillo and Pierre Cutler </li></ul><ul><li>2009 Funding : $40,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Developed collaborations with other DSVP Investees </li></ul><ul><li>Created a cohesive marketing plan </li></ul><ul><li>Assisted in strategically analyzing and evaluating options for future development </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Assessment of effectiveness of annual fundraiser </li></ul><ul><li>Assistance needed in exploring the benefits/risks of partnering with other local service provider </li></ul>DSVP Investee Since: 2007 Annual Budget : $3,664,139 Clients Served Annually: 508 children 4231 Maple Avenue Dallas, TX “ DSVP challenges us to think creatively to see how we can collaborate and cut costs. I wish more funders (sic) would approach philanthropy this way. We need the check, but more importantly we need the partnerships. “ - Gayle Nave
  12. 12. <ul><li>The National Foundation for Teaching Entrepreneurship - </li></ul><ul><li>NFTE’s Mission : NFTE provides entrepreneurship education to young people from low-income communities, teaching business skills to start their own small business while reinforcing academic and life skills. NFTE aims to help young people unlock their true potential and find a pathway to prosperity, improving their lives and communities. </li></ul><ul><li>Interim Executive Director : Laura Maczka </li></ul><ul><li>Lead Partners: Susie Morrissey & Randy Neal </li></ul><ul><li>2009 Funding : $30,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Provided transitional support to new Executive Director and operational oversight </li></ul><ul><li>Offered guidance with Strategic Planning, Board Development and Governance, and Budgeting </li></ul><ul><li>Served as judges at four different NFTE Business Plan Competitions throughout the year </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Continued assistance with board development </li></ul><ul><li>Mentor and prepare NFTE students for National Business Plan competition </li></ul>DSVP Investee Since: 2005 Annual Budget : $485,369 Clients Served Annually: 1200 Students 7557 Rambler Road Suite 700 Dallas, TX “ I see how the students have been impacted by NFTE. It gives them access to ideas and opportunities that they have never had before. It lets them know that there is a whole other world out there.” - Susie Morrissey
  13. 13. <ul><li>The Samaritan Inn - </li></ul><ul><li>Samaritan Inn’s Mission : The Samaritan Inn was established in 1984 as a comprehensive homeless program that helps willing people gain dignity and independence. DSVP's grant has been used to support children's programming which includes opportunities to complete homework assignments, receive tutoring, participate in extracurricular activities that enhance their education and attend group and individual counseling sessions. </li></ul><ul><li>Executive Director : Lynne Sipiora </li></ul><ul><li>Lead Partner: Karen Akin and Margery Miller </li></ul><ul><li>2009 Funding : $35,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Assisted in the creation of business plans for Samaritan Inn-dustries Truffle making business </li></ul><ul><li>Participated in the planning of The North Texas Gateway Apartments </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Assistance in creating a marketing strategy for the Samaritan Inn-dustries Thrift Shop </li></ul><ul><li>Executive coaching of Executive Director </li></ul>DSVP Investee Since: 2006 Annual Budget : 133,039 Clients Served Annually: 130 children 1710 North McDonald Street McKinney, TX “ DSVP has made significant contributions to building our intuitional capacity.” - Lynne Sipiora
  14. 14. <ul><li>Transition Resource Action Center (TRAC) - </li></ul><ul><li>TRAC’s Mission : Transition Resource Action Center (TRAC) is a regional one-stop center that works with young adults transitioning out of foster care to independent living. TRAC offers skills training, access to affordable housing, livable-wage jobs, and a safety net of community support. At TRAC, young people have opportunities to become independent, contributing citizens by realizing their full potential as they transition toward young adulthood. </li></ul><ul><li>Executive Director : Evy Kay Ritzen </li></ul><ul><li>Lead Partner: Terri Barnes and Steve Raab </li></ul><ul><li>2009 Funding : $45,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>DSVP Partners functioned as a “virtual board” and provided guidance and expertise to TRAC staff. </li></ul><ul><li>Facilitated a successful Strategic Planning process. </li></ul><ul><li>DSVP Partners served as volunteers for the spring fundraiser, “TRAC@ the TRACK” and as teachers for budget and financial literacy classes offered to TRAC clients. </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Create structure for and develop an active advisory board </li></ul><ul><li>Develop methodology to monitor new performance metrics </li></ul>DSVP Investee Since: 2006 Annual Budget : 1,718,449 Clients Served Annually: 763 1710 North McDonald Street McKinney, TX ““ No matter what you put into these organizations, you can’t give as much as you get back .” - Steve Raab
  15. 15. <ul><li>Vision Regeneration - </li></ul><ul><li>Vision Regeneration’s Mission : Vision Regeneration facilitates and maintains peace treaties between gangs that deter potential violence while providing life skills training to teens that have no hope of a future outside of violence without some type of reality-based intervention. </li></ul><ul><li>Executive Director : Omar Jahwar </li></ul><ul><li>Lead Partner: Dick Evans and Brian Williams </li></ul><ul><li>2009 Funding : $25,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Provided assistance in the areas of Board Development, Contract Negotiation, Fundraising, and Process Management </li></ul><ul><li>Assisted with the planning of the Urban Leadership Institute </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Creation of evaluation systems and tools for current programming and services </li></ul><ul><li>Further development and structure of Board Governance and leadership </li></ul>DSVP Investee Since: 2005 Annual Budget : $700,000 Clients Served Annually: 1000 1914 S Ewing Ave Dallas, TX “ It was very moving to see the end results of their efforts on kids who have gotten off on the wrong track, hearing them talk about their past versus today. That made an indelible mark and sold me into the value of the cause.” – Dick Evans
  16. 16. <ul><li>The Wilkinson Center - </li></ul><ul><li>Wilkinson Center’s Mission : The Wilkinson Center serves homeless, working poor, and families in need. The Center provided services to more than 26,000 people in 2007, half of them children. Through a wide array of programs, ranging from food and clothing distribution, to career development, computer education, children's programs, and emergency assistance, The Wilkinson Center provides pathways for people seeking to reclaim their lives from poverty. </li></ul><ul><li>Executive Director : Brian Burton </li></ul><ul><li>Lead Partner: Mark Frederiksen and Brian Smith </li></ul><ul><li>2009 Funding : $35,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Volunteered in various programs including CareerWorks, CLIMB and the Food Pantry </li></ul><ul><li>Assisted with facilitating the first collaboration with Family Gateway & Interfaith Housing </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>HR guidance for expanding programs including refinement of job descriptions and personnel policies and procedures </li></ul><ul><li>Assessment and further development of outcomes measurement systems </li></ul>DSVP Investee Since: 2004 Annual Budget : $2,420,000 Clients Served Annually: 39,677 5200 Bryan Street Dallas, TX “ They brought the brains and bucks to do consultation, brand our programs, retool them, think strategically, and seize opportunities. They’ve encouraged us and befriended us in every way.” – Brian Burton
  17. 17. <ul><li>Uplift Education - </li></ul><ul><li>Uplift’s Mission : Uplift Education is dedicated to operating open-enrollment charter schools that provide a quality education in underserved neighborhoods by raising and continually maintaining high expectations for students and staff. Uplift currently operates five campuses and will serve 3500 students in 2008-2009. It is Uplift's goal to dramatically increase the number of students from all backgrounds who are provided a high quality public education so that they can succeed in college and in life. </li></ul><ul><li>Executive Director : Rosemary Perlmeter </li></ul><ul><li>Lead Partner: Ellen Wood </li></ul><ul><li>2009 Funding : $10,000 </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Provided extensive business, legal advice, and guidance </li></ul><ul><li>Assisted with board policy development and planning </li></ul><ul><li>Provided high level guidance to UPLIFT’s Executive Director </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Provide ongoing leadership for UPLIFT’s Governance committee </li></ul><ul><li>Assistance with development of Technology plan </li></ul>DSVP Investee Since: 2004 Annual Budget : Clients Served Annually: 1750 Viceroy Dr Dallas, TX “ DSVP has a double-barreled mission. It’s not only a foundation that grants money, but one that trains future philanthropists to be more effective. It’s a really important mission and has a lot of impact.” – Ellen Wood
  18. 18. <ul><li>Youth Village Foundation - </li></ul><ul><li>Youth Village’s Mission : To meet the needs of young men of the Dallas County Youth Village and Medlock Residential Treatment Center by providing resources that will aid them in finding strength and determination to succeed and lead a productive life. </li></ul><ul><li>Executive Director : Jerry Silhan </li></ul><ul><li>Lead Partners: Lynn Thorby and Scott Chase </li></ul><ul><li>2009 Funding : $40,000 </li></ul><ul><li>2009 Engagement and Funding: </li></ul><ul><ul><li>Facilitation of an organizational assessment plan. </li></ul></ul><ul><ul><li>Assessment of current and establishment of new accounting procedures and systems. </li></ul></ul><ul><ul><li>Mentorship of Board chairperson. </li></ul></ul><ul><ul><li>Creation of fund development plan. </li></ul></ul><ul><ul><li>Assistance in further development of dog training program. </li></ul></ul><ul><ul><li>$40,000 for general operating support. </li></ul></ul>DSVP Investee Since: 2008 Annual Budget : $ 340,207 Clients Served Annually: 375 1508 E. Langdon Road Dallas, Texas 75241
  19. 19. Emeritus Investees
  20. 20. <ul><li>Dallas Concilio of Hispanic Services - </li></ul><ul><li>Dallas Concilio’s Mission : The Dallas Concilio of Hispanic Service Organizations enhances the quality of life for Hispanics through community partnerships. With DSVP's assistance, the Parent Institute for Quality Education was incubated to train parents to take a participatory role in supporting their children's education, focusing on high school graduation and college attendance. </li></ul><ul><li>Executive Director : Florencia Velasco-Fortner </li></ul><ul><li>Lead Partners: Trude Van Horn & Robert Wood </li></ul><ul><li>2009 Funding : $ -0- Emeritus Status </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Provided training at Dallas Concilio’s board retreat </li></ul><ul><li>Assisted with strategic planning for the Community Health program </li></ul><ul><li>Provided monthly Marketing Advisory Board training and assistance in updating marketing materials </li></ul>DSVP Investee Since: 2002 Annual Budget : 1,200,000 Clients Served Annually: 7,000 1601 Bryan Street Dallas, TX “ I think DSVP is a place where average people can contribute a little money and some time in a meaningful way to help the children in North Texas. It is extremely rewarding. Whatever you contribute, you will get back many times over.” - Randy Neal
  21. 21. <ul><li>Shared Housing Center, Inc. - </li></ul><ul><li>Shared Housing’s Mission : Shared Housing Center, Inc. breaks the cycle of homelessness for the elderly, single parents with children, and persons with special needs. They offer non-traditional permanent and transitional housing solutions, as well as programs and services that create independence, empowerment and self-worth. </li></ul><ul><li>Executive Director : Maria Machado </li></ul><ul><li>Lead Partner: Robert Wood </li></ul><ul><li>2009 Funding : $ -0- Emeritus Status </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Assisted and executed strategic business plan. </li></ul><ul><li>Recruitment and solicitation for Holiday Hero, School is Cool, and Easter Picnic </li></ul>DSVP Investee Since: 2001 Annual Budget : $500,000 Clients Served Annually: 1,096 402 N. Good Latimer Expressway Dallas, TX “ DSVP has helped us stay on path with forward thinking. They’ve been the vehicle to creating a workable business plan.” – Maria Machado
  22. 22. <ul><li>Educational First Steps - </li></ul><ul><li>EFS’s Mission : Educational First Steps (EFS) improves the quality and availability of early childhood education for economically disadvantaged Dallas area children. This is done by providing services to EFS affiliated childcare centers and preschools in low-income areas. EFS provides teacher training, educational field trips, funding for classroom materials, professional consultation and assistance to affiliates in gaining national accreditation. </li></ul><ul><li>Executive Director : Merriott Terry </li></ul><ul><li>Lead Partner: Robert Wood </li></ul><ul><li>2009 Funding : $ -0- Emeritus Status </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Facilitated a strategic planning process </li></ul><ul><li>Created applications and procedures for the volunteer program </li></ul><ul><li>Executive Director attended and benefitted from the DSVP Marketing Advisory Group </li></ul>DSVP Investee Since: 2001 Annual Budget : $1,900,000 Clients Served Annually: 4,500 children 4621 Ross Ave Dallas, TX “ DSVP has afforded us leadership and wise counsel.” - Merriott Terry
  23. 23. <ul><li>Advanced Placement Strategies - </li></ul><ul><li>APS’s Mission : Advanced Placement Strategies (APS) works with Texas Schools to plan and manage Advanced Placement and Pre-AP incentive programs for students, teachers and schools in an effort to increase the number of students who pass AP exams. </li></ul><ul><li>Executive Director : Brenda Bradford </li></ul><ul><li>Lead Partner: Robert Wood </li></ul><ul><li>2009 Funding : $ -0- Emeritus Status </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Involved in the strategic planning that helped transition APS from a local nonprofit to a national success story </li></ul><ul><li>Worked to help model APS as a NMSI entity </li></ul><ul><li>Involved in creating the AP Calculus program in DISD Schools </li></ul>DSVP Investee Since: 2001 Annual Budget : Clients Served Annually: APS 8350 North Central Expressway, Suite 300 Dallas, TX “ I guess I’ve learned how to organize a business effectively. DSVP has been very resourceful in helping me transform the company.” - Brenda Bradford
  24. 24. <ul><li>Child Abuse Prevention Center - </li></ul><ul><li>CAP’s Mission : Child Abuse Prevention (CAP) Center breaks the cycle of child abuse by equipping parents and caregivers for success. CAP's mission resonates through four educational and counseling programs for families at risk for abuse. </li></ul><ul><li>Executive Director : Margaret Patterson </li></ul><ul><li>Lead Partner: Stacy Cary </li></ul><ul><li>2009 Funding : $ -0- Emeritus Status </li></ul><ul><li>Key partner engagements: </li></ul><ul><li>Facilitated a Strategic Planning effort </li></ul><ul><li>Sought resources for more efficient technology, including an E-Fundraising system </li></ul><ul><li>Offered guidance on investment policies and revising personnel policies </li></ul><ul><li>Key Organizational Goals for 2009 : </li></ul><ul><li>Provide guidance and direction for a merger with another non-profit in DFW </li></ul><ul><li>Continue to develop E-funding and E-marketing systems </li></ul><ul><li>Complete the integration of DSVP funded outcomes evaluation and case management software </li></ul>DSVP Investee Since: 2003 Annual Budget : $1,035,286 Clients Served Annually: 2,876 2902 Swiss Avenue Dallas, TX “ DSVP has helped us think outside of the box in terms of strategic planning, services, and funding opportunities.” - Margaret Patterson

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