Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Measurement. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Majority Independent Board Members - 100% independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Independent Board Size - 6 independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
Material Diversion of Assets - None
10 out of 10 points
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Tax Form Disclosures and Policies
Full Credit
Partial Credit
No Credit
Website Listed on Tax Form - Listed
3 out of 3 points
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Conflict of Interest Policy - Listed
7 out of 7 points
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Whistleblower Policy - Listed
7 out of 7 points
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Document Retention and Destruction - Listed
7 out of 7 points
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Documents Board Meeting Minutes - Yes
3 out of 3 points
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Website Disclosures
Full Credit
Partial Credit
No Credit
Form 990 indicates tax form is available on nonprofit's website - No
0 out of 3 points
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
Financial Metrics
Full Credit
Partial Credit
No Credit
Liabilities to Assets Ratio: 105.57%
0 out of 15 points
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
Program Expense Ratio: 47.23%
0 out of 25 points
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
Additional Information
Total Revenue and Expenses - Data Available
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Click or hover over the bar to see exact $ amount
Salary of Key Persons - Data Available
The compensation data below shows the five highest paid individuals at this charity. The amount includes salary, cash bonuses, and compensation from related organizations. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2.
Jason Williams, Former President/chief Executive
$139,327
Karin Cassel Mitterando, Chief Executive Officer
$28,050
Bill Asher, Co-chair
$0
Marva Serotkin, Co-chair
$0
Megan Williams, Treasurer
$0
Source: IRS Form 990 (page 7), filing year 2024
IRS Published Data (Business Master File) - Data Available
Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2) (BMF foundation code: 16)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources (IRS Forms 990) - Data Available
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage accountability and finance data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Social Venture Partners Boston) or EIN (454230249) in the 'Search Term' field.
Impact & Measurement
Not Currently Scored
Social Venture Partners Boston cannot currently be evaluated by our Impact & Measurement methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
This assessment, developed by the Irritants for Change, evaluates how a charity listens to and uses feedback from the people meant to ultimately benefit from its mission. Seeking feedback from the people a charity serves makes the nonprofit more responsive and effective.
Collects Feedback
25 out of 25 points
Does your organization collect feedback (i.e., perceptions, opinions, concerns) from the people meant to ultimately benefit from your mission?
Yes
Uses Feedback
25 out of 25 points
How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences
To identify bright spots and enhance positive service experiences
To make fundamental changes to our programs and/or operations
To inform the development of new programs/projects
To identify where we are less inclusive across demographic groups
To strengthen relationships with the people we serve
To understand client needs and how we can help them achieve their desired outcomes
Implements Quality Feedback Practices
25 out of 25 points
Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually
We take steps to get feedback from marginalized or under-represented people
We aim to collect feedback from as many people we serve as possible
We take steps to ensure people feel comfortable being honest with us
We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.)
We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.)
We engage the people who provide feedback in looking for ways we can improve in response
We act on the feedback we receive
We share the feedback we received with the people we serve
We tell the people who gave us feedback how we acted on their feedback
Experiences Feedback Challenges
25 out of 25 points
What challenges does your organization face in collecting feedback from the people you serve?
We don't have any major challenges to collecting feedback
Leadership & Adaptability
Score
100
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission.
SVP BOSTON, A GROUP OF DIVERSE, HIGHLY SKILLED PROFESSIONALS, COLLABORATES WITH CAREFULLY SELECTED BOSTON AREA NON-PROFITS BY INVESTING THEIR TIME, SKILLS, AND MONEY TO INCREASE THE CAPACITY OF THESE NON-PROFITS TO DELIVER MEANINGFUL SOCIAL IMPACT.
(Please note: In-kind services are never factored into any organization's annual 990s. Given our programmatic model benefits significantly from in-kind services, our program expense ratio shifts from approximately 60% to 80% annually when factored in.)
Vision Statement
10 out of 10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization's vision.
We envision a thriving greater Boston community in which all people have the opportunity to reach their full potential. We will accomplish this by enhancing individual and organizational abilities to improve the economic status for current and future generations, with a focus on closing the racial wealth gap.
Strategic Goals
20 out of 20 points
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Fostering a community of engaged citizens, by providing a rich array of learning opportunities for our Partners, growing our membership, and serving as a leading voice in our community.
Goal Two: Strengthening social impact organizations, by providing grants and pro-bono consulting services to our portfolio and by expanding opportunities for other organizations to receive support.
Goal Three: Investing in collaborative solutions by developing strategic relationships with mission-aligned partners.
Leadership
30 out of 30 points
Full Credit
Partial Credit
No Credit
Investment in Leadership Development
15 out of 15 points
The nonprofit provides evidence of investment in leadership development.
A representative of our Board attended the Nonprofit Board Summit in Boston, MA in order to learn best Board practices. The Board member shared the key takeaways with the rest of the Board.
The CEO attends an annual non-profit conference.
External Focus on Mobilizing Mission
15 out of 15 points
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Collaborative Engagement
Social Promotion
Adaptability
30 out of 30 points
Full Credit
Partial Credit
No Credit
Adaptability Practices
30 out of 30 points
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year
We have adopted our new Social Impact Priority Framework in 2023 in order to better focus our program efforts and partner with local non-profits which further these priorities.
The Framework is based on enhancing individual and organizational abilities to improve the economic status for current and future generations, with a focus on closing the racial wealth gap.
We will accomplish this through:
1) Addressing food insecurity by providing consistent access to healthy food, thereby enabling individuals and families to live an active, healthy life
2) Addressing housing insecurity by enabling resources and access to safe, affordable, and secure housing for individuals and families
3) Providing access to high quality education at all academic levels, in a fair and inclusive manner, enabling students to gain knowledge, skills, experience and connections to pursue meaningful and lucrative careers