Civic Intelligence

Shared Impact Foundation

990 • Fiscal year 2023 • EIN 46-3129459

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization ProfileWWW.SHAREDIMPACT.ORG
274 Wall StHebron, 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

0.04x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.69x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

37th percentile

-0.8%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

46th percentile

3.0%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Flat

$3,559,147

Flat from 2023

Net Assets

Flat

$3,409,147

Flat from 2023

Liabilities

Flat

$150,000

Flat from 2023

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin37th percentile

Revenue

Flat

$217,132

Flat from 2023

Expenses

Flat

$218,916

Flat from 2023

Net Income

Flat

-$1,784

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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 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

2023

Assets$3,559,147
Liabilities$150,000
Net Assets$3,409,147
Open 2023 Filing

Operations Trend

Revenue Growth75th 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 2023: $217,132Expenses 2023: $218,916Net Income 2023: -$1,7842023Revenue 2024: $123,410Expenses 2024: $330,288Net Income 2024: -$206,8782024

Highlighted filing

2023

Revenue$217,132
Expenses$218,916
Net Income-$1,784
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$1,217,136
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$3,208,217$3,351,755▲ $143,538
Cash and Non-Interest-Bearing Accounts$247,944$207,392▼ $40,552
Total Assets$3,456,161$3,559,147▲ $102,986
Liabilities
Other Liabilities$150,000$150,000→ $0
Total Liabilities$150,000$150,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,306,161$3,409,147▲ $102,986
Total Net Assets Fund Balance$3,306,161$3,409,147▲ $102,986
Total Liabilities and Net Assets / Fund Balance$3,456,161$3,559,147▲ $102,986
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$14,665
Program Service Revenue
$0
Investment Income
$302,188
Other Revenue
$-99,721
Change in Net Assets
$-1,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$165,248
Other Expenses$53,668
Total Fundraising Expense$888
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$145,248--$145,248
Fees for Service Investment Mgmnt Fees-$32,976-$32,976
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Accounting$12,325$2,175-$14,500
Office Expenses$2,254$322$644$3,220
Fees for Services Legal$1,902$336-$2,238
Other Expenses$277$50$244$50
Total Functional Expenses$182,006$36,022$888$218,916
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Independent International LegalNew York, NY501c3Support Small & Deve$20,000

International Summary

Offices
2
Employees
2
Spending
$3,497,003

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 KingdomInvestments-11$3,351,755
United KingdomGrant Making-11$145,248
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
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 19

“The organization's documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sharedimpact Foundation
EIN
46-3129459
Phone
6466277900
Address
274 WALL ST, HEBRON, CT 06248

Signing Officer

Name
David Rose
Title
President
Phone
6466277900
Signed
2024-11-11
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

Preparer

Firm
Fiondella Milone & Lasaracina Llp
Address
300 WINDING BROOK DR STE 1, GLASTONBURY, CT 06033
Preparer
Amber D Tucker
Phone
8606573651
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 4B

“Great britain (uk), hong kong”

Raw XML Appendix386 raw XML fields

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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IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0UNITED KINGDOM 145,248 0 UNITED KINGDOM 0 3,351,755
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/TotalEmployeeCnt02
IRS990ScheduleF/TotalOfficeCnt02
IRS990ScheduleF/TotalSpentAmt03497003
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SMALL & DEVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0INDEPENDENT INTERNATIONAL LEGAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ADVOCATES
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0405 LEXINGTON AVE FLOOR 9
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010174
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREAT BRITAIN (UK), HONG KONG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REQUIRED INFORMATION IS REVIEWED BY A RESPONSIBLE DIRECTOR PRIOR TO AND AFTER COMPLETION OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY MEMBER OF THE GOVERNING BODY AND THE BOARD OF TRUSTEES ARE REQUIRED TO MONITOR ANY POSSIBLE CONFLICT OF INTEREST OF EVERY MEMBER OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES, AS A WHOLE, DETERMINES WHETHER THERE IS A CONFLICT OF INTEREST AND DETERMINES ITS RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHARED
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SHARED
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt0IMPACT FOUNDATION
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt1IMPACT 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
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine2Txt0TERN CENTRE TOWER II 251 QUEENS
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm0LONDON
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm1HONG KONG
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd1HK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/ProvinceOrStateNm0ENGLAND
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd1UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0BANK ACCT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1BANK ACCT
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03456161
IRS990/TotalAssetsEOYAmt03559147
IRS990/TotalAssetsGrp/BOYAmt03456161
IRS990/TotalAssetsGrp/EOYAmt03559147
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014665
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0888
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036022
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182006
IRS990/TotalFunctionalExpensesGrp/TotalAmt0218916
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150000
IRS990/TotalLiabilitiesEOYAmt0150000
IRS990/TotalLiabilitiesGrp/BOYAmt0150000
IRS990/TotalLiabilitiesGrp/EOYAmt0150000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03306161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03409147
IRS990/TotalProgramServiceExpensesAmt0182006
IRS990/TotalRevenueGrp/ExclusionAmt0-10925
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0213392
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217132
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03456161
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03559147
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0274 WALL ST
IRS990/USAddress/CityNm0HEBRON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006248
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SHAREDIMPACT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06466277900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAREDIMPACT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0463129459
ReturnHeader/Filer/PhoneNum06466277900
ReturnHeader/Filer/USAddress/AddressLine1Txt0274 WALL ST
ReturnHeader/Filer/USAddress/CityNm0HEBRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061648707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIONDELLA MILONE & LASARACINA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 WINDING BROOK DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006033
ReturnHeader/PreparerPersonGrp/PhoneNum08606573651
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBER D TUCKER
ReturnHeader/ReturnTs02024-11-12T08:29:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,559,147
Liabilities
$150,000
Net assets
$3,409,147
Revenue
$217,132
Expenses
$218,916
Net income
-$1,784
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
2023Detailed filing. Detailed filing data is available for this year.$3.56$0.15$3.41$0.22$0.22$0.00
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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