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Investment Portfolio Investors Impact Learning About
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Overview
Summary of Portfolio Performance
Performance Culture
Management Fundamentals
Individual Investment Partner Performance
Future Impact
How We Assess
Glossary


Download Portfolio Performance Report
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Download Five Year Summary Report
pdf (287 K)

 

 

Increased Capital and Financing

Key Results

  • New thinking-moving from the tactical to the more strategic
  • New methods of financing
  • Stronger development functions

All of the portfolio organizations have navigated and survived the difficult financial climate of the last five years and, at the same time, increased their financial prospects with half making improvements to their overall, long-lasting financial health.

Heads Up secured Supplemental Educational Services (SES) public funding for a third of its students, allowing it to diversify and fortify its funding base. Three other investment partners secured SES funding as well.

  • Mary's Center became a Federally Qualified Health Center (FQHC), a certification that secured a three-year funding commitment of $750,000 annually, and also provides (free of charge) mandatory liability insurance-a major benefit for a healthcare organization. Certification also gives Mary's Center added credibility with funders and partners.
  • Both Mary's Center and the Latin American Youth Center (LAYC) partnered with consulting firm Renee Lohman Enterprises, to become Medicaid Core Service Providers, opening up new public reimbursement opportunities. In addition to the benefit of future funding, Mary's Center was able to get retroactive reimbursements under this new designation. This type of funding provides organizations with multi-year, sustainable funds which can be counted on and doesn't tie up valuable organizational resources going "back to the well" year after year.
  • See Forever, through a partnership with DC Public School System (DCPS), is now using DCPS facilities to operate its second school, reducing its capital requirements by over $9 million for this school, money it would have otherwise had to raise through a capital campaign or secured debt financing.


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