Civic Intelligence

Shared Impact Foundation

990 • Fiscal year 2020 • EIN 46-3129459

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.SHAREDIMPACTFOUNDATION.ORG
274 Wall StreetHebron, CT 06248

(646) 627-7900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.07x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

2.39x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-1755%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

3rd percentile

-31%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$2,186,071

Down $969,825 (-31%) from 2019

Net Assets

Down

$2,036,071

Down $969,825 (-32%) from 2019

Liabilities

Flat

$150,000

Flat from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin1st percentile

Revenue

Down

$62,694

Down $838,588 (-93%) from 2019

Expenses

Down

$1,162,895

Down $983,951 (-46%) from 2019

Net Income

Up

-$1,100,201

Up $145,363 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $8,476Liabilities 2013: $02013Assets 2014: $272,549Liabilities 2014: $58,141Net Assets 2014: $214,4082014Assets 2015: $3,104,174Liabilities 2015: $0Net Assets 2015: $3,104,1742015Assets 2016: $3,075,564Liabilities 2016: $150,000Net Assets 2016: $2,925,5642016Assets 2017: $5,117,475Liabilities 2017: $150,000Net Assets 2017: $4,967,4752017Assets 2018: $4,025,248Liabilities 2018: $150,000Net Assets 2018: $3,875,2482018Assets 2019: $3,155,896Liabilities 2019: $150,000Net Assets 2019: $3,005,8962019Assets 2020: $2,186,071Liabilities 2020: $150,000Net Assets 2020: $2,036,0712020Assets 2021: $3,661,778Liabilities 2021: $150,000Net Assets 2021: $3,511,7782021Assets 2022: $3,456,161Liabilities 2022: $150,000Net Assets 2022: $3,306,1612022Assets 2023: $3,559,147Liabilities 2023: $150,000Net Assets 2023: $3,409,1472023Assets 2024: $3,499,654Liabilities 2024: $150,000Net Assets 2024: $3,349,6542024

Highlighted filing

2020

Assets$2,186,071
Liabilities$150,000
Net Assets$2,036,071
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2013: $24,468Expenses 2013: $15,992Net Income 2013: $8,4762013Revenue 2014: $265,596Expenses 2014: $40,643Net Income 2014: $224,9532014Revenue 2015: $3,502,163Expenses 2015: $526,404Net Income 2015: $2,975,7592015Revenue 2016: $1,359,537Expenses 2016: $1,449,656Net Income 2016: -$90,1192016Revenue 2017: $3,429,653Expenses 2017: $1,541,546Net Income 2017: $1,888,1072017Revenue 2018: $911,231Expenses 2018: $1,657,658Net Income 2018: -$746,4272018Revenue 2019: $901,282Expenses 2019: $2,146,846Net Income 2019: -$1,245,5642019Revenue 2020: $62,694Expenses 2020: $1,162,895Net Income 2020: -$1,100,2012020Revenue 2021: $1,446,272Expenses 2021: $92,617Net Income 2021: $1,353,6552021Revenue 2022: $165,965Expenses 2022: $211,079Net Income 2022: -$45,1142022Revenue 2023: $217,132Expenses 2023: $218,916Net Income 2023: -$1,7842023Revenue 2024: $123,410Expenses 2024: $330,288Net Income 2024: -$206,8782024

Highlighted filing

2020

Revenue$62,694
Expenses$1,162,895
Net Income-$1,100,201
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$585,740
Mission and Program Overview

Mission

Providing philanthropists, foundations and family offices access to social investment expertise by allowing the donors to give tax deductible donations worldwide through a social investment market.

A global donor advised fund providing philanthropists, foundations and family offices with access to social investment expertise.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,718,160$1,853,843▼ $864,317
Cash and Non-Interest-Bearing Accounts$437,736$332,228▼ $105,508
Total Assets$3,155,896$2,186,071▼ $969,825
Liabilities
Other Liabilities$150,000$150,000→ $0
Total Liabilities$150,000$150,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,005,896$2,036,071▼ $969,825
Total Net Assets Fund Balance$3,005,896$2,036,071▼ $969,825
Total Liabilities and Net Assets / Fund Balance$3,155,896$2,186,071▼ $969,825
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
David RosePresident
James HortonOfficer
Paul ChengSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,883
Program Service Revenue
$0
Investment Income
$-8,963
Other Revenue
$-4,226
All Other Contributions
$75,883
Change in Net Assets
$-1,100,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,694
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$130,376
Total Revenue per Audited Statements
$193,070
Total Revenue per Form 990
$62,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,121,038
Other Expenses$41,857
Total Fundraising Expense$218
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,121,038--$1,121,038
Occupancy$1,928$340-$2,268
Office Expenses$765$135$218$1,118
Other Expenses$9,952$330-$330
All Other Expenses$277$49-$326
Travel$219$39-$258
Total Functional Expenses$1,134,179$28,498$218$1,162,895

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,162,895
Total Expenses per Audited Statements$1,162,895
Total Expenses per Form 990$1,162,895
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
2
Employees
2
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
United KingdomDonations-11-
Hong KongDonations-11-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Officer$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Required information is reviewed by a responsible director prior to and after completion of Form 990.”

Form 990, Part VI, Section B, line 12C

“Every member of the governing body and the board of trustees are requiredto monitor any possible conflict of interest of every member of the boardof trustees. The board of trustees, as a whole, determines whether thereis a conflict of interest and determines its resolution.”

Form 990, Part VI, Section C, line 19

“The organizations documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Shared Impact Foundation
EIN
46-3129459
Phone
6466277900
Address
274 Wall Street, Hebron, CT 06248

Signing Officer

Name
David Rose
Title
President
Phone
6466277900
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Rose
Formed
2013
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Murphy & Company CPAs LLC
Address
21 Business Park Drive, Branford, CT 06405
Preparer
Camille R Murphy CPA
Phone
2032080572
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The organization is exempt from federal income tax under Internal Revenue Service Code Section 501(c)(3). Income from certain activities not directly related to the Organization's tax-exempt purpose is subject to taxation as unrelated business income. For the years ended December 31, 2020 and 2019, there was no unrelated business income. Management believes there is appropriate support for all tax positions taken. There are no uncertain tax positions that are material to the consolidated financial statements. The Organization's policy is to recognize interest and penalties on unrecognized tax benefits in income tax expense in the consolidated financial statements. No interest and penalties were recorded during the years ended December 31, 2020 and 2019.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/TotalLiabilityAmt0150000
IRS990ScheduleD/TotalRevenuePerForm990Amt062694
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0193070
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01162895
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0United Kingdom
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Hong Kong
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Donations
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Donations
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt01035170
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt185868
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1Wire Transfer
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0General Support
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1General Support
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0United Kingdom
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1Hong Kong
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0Cash
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc1Cash
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt02
IRS990ScheduleF/SubtotalOfficesCnt02
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Accounting Method:
IRS990ScheduleF/TotalEmployeeCnt02
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Required information is reviewed by a responsible director prior to and after completion of Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY MEMBER OF THE GOVERNING BODY AND THE BOARD OF TRUSTEES ARE REQUIREDTO MONITOR ANY POSSIBLE CONFLICT OF INTEREST OF EVERY MEMBER OF THE BOARDOF TRUSTEES. THE BOARD OF TRUSTEES, AS A WHOLE, DETERMINES WHETHER THEREIS A CONFLICT OF INTEREST AND DETERMINES ITS RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHARED IMPACT FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SHARED IMPACT FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SHAREDIMPACT FOUNDATION (UK) LTD
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1SHAREDIMPACT FOUNDATION (HK)
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt016 Old Bailey
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt116th Floor Tern Centre Tower II 25
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm0London
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm1Hong Kong
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd1UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd1UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0BANK ACCT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1BANK ACCT
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01010170
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0DONATION AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHAREDIMPACT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03155896
IRS990/TotalAssetsEOYAmt02186071
IRS990/TotalAssetsGrp/BOYAmt03155896
IRS990/TotalAssetsGrp/EOYAmt02186071
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt075883
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0218
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028498
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01134179
IRS990/TotalFunctionalExpensesGrp/TotalAmt01162895
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150000
IRS990/TotalLiabilitiesEOYAmt0150000
IRS990/TotalLiabilitiesGrp/BOYAmt0150000
IRS990/TotalLiabilitiesGrp/EOYAmt0150000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03005896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02036071
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01134179
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-4226
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-8963
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062694
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03155896
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02186071
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt039
IRS990/TravelGrp/ProgramServicesAmt0219
IRS990/TravelGrp/TotalAmt0258
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0274 Wall Street
IRS990/USAddress/CityNm0Hebron
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006248
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SHAREDIMPACTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,186,071
Liabilities
$150,000
Net assets
$2,036,071
Revenue
$62,694
Expenses
$1,162,895
Net income
-$1,100,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.15$3.35$0.12$0.33$0.21
2023Summary only. Only limited summary data is available for this year.$3.56$0.15$3.41$0.22$0.22$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.15$3.31$0.17$0.21$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.15$3.51$1.45$0.09$1.35
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.15$2.04$0.06$1.16$1.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.15$3.01$0.90$2.15$1.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.15$3.88$0.91$1.66$0.75
2017Summary only. Only limited summary data is available for this year.$5.12$0.15$4.97$3.43$1.54$1.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.15$2.93$1.36$1.45$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$3.50$0.53$2.98
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.06$0.21$0.27$0.04$0.22
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.02$0.02$0.01