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Social Return on Investment (SROI) Collection (2000)
The term SROI has been used in various contexts to mean that nonprofits create social value. However, there have been limited efforts to date to quantify and monetize this social value creation. REDF has created an SROI Framework that identifies direct, demonstrable cost savings and revenue contributions associated with an individual’s employment in a social purpose enterprise. The measurements include tracking social outcomes of ordinarily difficult to monetize measures of social value, such as increases in self-esteem and social support systems, or improvements in housing stability. Each social purpose enterprise within REDF’s Portfolio has participated in this evaluation process, with the results tabulated within each of eleven SROI Reports. REDF’s methodology is chronicled within the SROI Methodology Paper, and an Excel model is available for practitioners to determine the SROI metrics for their own organizations.
A Report from the Good Ship SROI
Published in 2002, Revised in 2005  [DOC] 1.7MBefore you dive in to the SROI Reports or methodology paper, we recommend that you read this update by Cynthia Gair, REDF’s Portfolio Director, which provides a brief history of SROI as well as lessons learned, questions answered and a note on the future of SROI.  OverviewPublished in 2000  [PDF] 3.3MThis document defines SROI, summarizes the need for measuring it, as well as offering insight into its future. Note: due to its size you may experience difficulty downloading this file. Try saving the document and opening it from your computer. Guide
Published in 2000 [PDF] 600KThis document provides a step-by-step guide for understanding and analyzing the metrics included in the SROI Reports.  Individual SROI Reports for each social purpose enterprise within REDF’s investment portfolio. These SROI Reports are similar to for-profit stock reports. The reports include the SROI analysis results as well as narrative descriptions of the business, highlights of an enterprise employee, and a summary of the impact of the social purpose enterprise on individual social outcomes.Ashbury Images SROI Report
Published Winter 2000 [PDF] 51KAshbury Images (AI) is a screen print production company that provides employment and job training for individuals recovering from substance abuse and homelessness. AI prints and embroiders custom apparel for large corporations, churches, nonprofits, universities, and small businesses. CVE Training Businesses SROI Report
Published Winter 2000 [PDF] 77KCVE providers employment and training to individuals with psychiactric disabilities. CVE’s Training Businesses include CVE Cafes, CVE Clerical Services, and CVE Driver/Messenger. Einstein’s Cafe SROI Report
Published Winter 2000 [PDF] 50KYouth Industry’s social purpose enterprise in the Inner Sunset, Einstein’s Cafe, serves large, fresh salads, sandwiches, homemade soups, and breads. Industrial Maintenance Engineers SROI Report
Published Winter 2000 [PDF] 77KIndustrial Maintenance Engineers (IME) is a professional cleaning service serving the greater Bay Area. Since March 1998. IME has provided vocational services to individuals with psychiactric disabilities, ex-offenders, and those with a history of substance abuse. Juma Ventures SROI Report
Published Winter 2000 [PDF] 77KJuma Ventures currently owns and operates four businesses that will serve over 170 youth in 2000 — two Ben & Jerry ice cream shops, a catering operation (ICOW), and stadium concessions selling Ben & Jerry’s ice cream and Tully’s coffee at 3Com Park and the new Pacific Bell Ballpark. Nu2U/Nu2U2 SROI Report
Published Winter 2000 [PDF] 50KNu2U and the recently opened Nu2U2 are retail stores that sell used clothing and household items in San Francisco’s Mission District. Pedal Revolution SROI Report
Published Winter 2000 [PDF] 49KPedal Revoloution (PR) provides youth with training in bicycle sales and repair. Pedal Revolution repairs bicycles, sells bicycle apparel, locks, and accessories and sells new and used bicycles and parts Recycled Merchandise SROI Report
Published Winter 2000 [PDF] 49KRecycled Merchandise is Youth Industry’s social purpose enterprise that collects used clothing and household items and sells wholesale to Youth Industry’s Nu2u & Nu2u2 enterprises and other Bay Area thrift stores. Rubicon Bakery SROI Report
Published Winter 2000 [PDF] 73KRubicon Bakery is a premium wholesale bakery that produces cakes and tarts, while providing quality entry-level jobs for disadvantaged community residents in the food service industry. Rubicon Landscape Services SROI Report
Published Winter 2000 [PDF] 49KRubicon Landscape Services provides landscaping services to large-scale residential and commercial properties and is based in Richmond, California. Specialty Mill Products SROI Report
Published Winter 2000 [PDF] 77KSpecialty Mill Products (SMP), Asian Neighborhood Design’s (AND) custom millwork, furniture and cabinet making business, serves a dual purpose: to manufacture high quality wood products and to provide a state-of-the-art working environment for job trainees.  It is recommended that you first read our SROI Methodology Paper, as it will answer many of the questions that will arise as you review the subsequent REDF Portfolio SROI Reports.Introduction
Published in 2001 [PDF] 144KPresents the overall premise behind the SROI Methodology Paper. It contains the Acknowledgements, Contents, Executive Summary and Introduction. Chapter 1: Investment Philanthropy, Concepts of Value and Defining SROI
Published in 2001 [PDF] 65KThis chapter introduces the primary concepts of Investment Philanthropy. It presents the measurement of value from the following three perspectives: Economic, Social and Socio-Economic. It then goes on to define the Social Return on Investment (SROI). Chapter 2: REDF’s SROI Approach: Key Concepts and Financial Tools
Published in 2001 [PDF] 73KA key to using REDF’s Framework is understanding the underlying concepts it is built on — it’s tools; and the information it asks for — it’s terminology. This chapter walks you through the model’s process and presents primary concepts used in our Framework. Chapter 3: REDF’s SROI Analysis: The Process
Published in 2001 [PDF] 144KThe results of the SROI analysis, as well as business analysis and social impact results are summarized in the SROI reports. This chapter discusses the full content of the SROI Reports. Chapter 4: The SROI Reports: Presenting SROI in Context
Published in 2001 [PDF] 99KThe SROI Reports are designed to provide the context for understanding the social return on investment for each portfolio social purpose enterprise. This chapter explains the contents of the SROI Reports, and discusses limitations in the analysis of social purpose enterprises. Chapter 5: Going Forward
Published in 2001 [PDF] 88KThis chapter details our thoughts behind particular line items and calculations, as well as the specific issues we faced. In doing so, we hope to engage others in developing possible solutions to the questions we have not answered, and identifying weak points in our SROI analysis. Appendix
Published in 2001 [PDF] 201KThe appendix contains pertinent items related to the Social Return on Investment. It serves as a reference point for the reader and contains a Glossary, Changes to the Model, Sources of Social Service Cost Information and a Bibliography. SROI Excel Model
Published in 2002  [XLS] 196KInterested in calculating the SROI metrics of your organization? The SROI Excel Model seeks to bridge theory and practice by providing concrete instructions on how to calculate the Social Return on Investment of your social purpose enterprise. Sample SROI Excel Model
Published in 2002 [XLS] 191KThis completed Sample SROI Excel Model can be downloaded and viewed alongside the SROI Methodology Paper to understand how the model works. |
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