Civic Intelligence

Shared Impact Foundation

990 • Fiscal year 2016 • EIN 46-3129459

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 27, 2017

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

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

26th percentile

-6.6%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

40th percentile

-0.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$3,075,564

Down $28,610 (-0.9%) from 2015

Net Assets

Down

$2,925,564

Down $178,610 (-5.8%) from 2015

Liabilities

Up

$150,000

Up $150,000 from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin26th percentile

Revenue

Down

$1,359,537

Down $2,142,626 (-61%) from 2015

Expenses

Up

$1,449,656

Up $923,252 (+175%) from 2015

Net Income

Down

-$90,119

Down $3,065,878 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$3,075,564
Liabilities$150,000
Net Assets$2,925,564
Open 2016 Filing

Operations Trend

Revenue Growth4th 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

2016

Revenue$1,359,537
Expenses$1,449,656
Net Income-$90,119
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$2,171,329
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$1,785,474$2,042,759▲ $257,285
Cash and Non-Interest-Bearing Accounts$1,318,700$1,032,805▼ $285,895
Total Assets$3,104,174$3,075,564▼ $28,610
Liabilities
Other Liabilities-$150,000-
Total Liabilities$0$150,000▲ $150,000
Net Assets / Fund Balance
Unrestricted Net Assets$3,104,174$2,925,564▼ $178,610
Total Net Assets Fund Balance$3,104,174$2,925,564▼ $178,610
Total Liabilities and Net Assets / Fund Balance$3,104,174$3,075,564▼ $28,610
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,182,501
Program Service Revenue
$0
Investment Income
$213,127
Other Revenue
$-36,091
All Other Contributions
$1,182,501
Change in Net Assets
$-90,119

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$193,295
Total Noncash Contributions1$193,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,359,537
Total Revenue per Audited Statements
$1,359,537
Total Revenue per Form 990
$1,359,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,364,089
Other Expenses$85,567
Total Fundraising Expense$1,036
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,198,089--$1,198,089
Grants to Domestic Orgs$166,000--$166,000
Occupancy$26,726$4,716-$31,442
Other Expenses$6,389$5,625-$5,625
Travel$4,191$739-$4,930
All Other Expenses$2,770$606$1,036$4,412
Total Functional Expenses$1,415,495$33,125$1,036$1,449,656

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,449,656
Total Expenses per Audited Statements$1,449,656
Total Expenses per Form 990$1,449,656
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Superior Health Support SystemsMarie, MI501c3General Support$156,000
Founders Pledge IncNew York, NY501c3-$10,000

International Summary

Offices
1
Employees
1

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-
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 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 organizations documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sharedimpact Foundation
EIN
46-3129459
Address
274 WALL STREET, HEBRON, CT 06248

Signing Officer

Name
David Rose
Title
President
Signed
2017-10-27

Organization Details

Principal Officer
David Rose
Formed
2013
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
4

Preparer

Firm
Murphy & Company Cpas LLC
Address
420 E MAIN ST STE 10, BRANFORD, CT 06405-2941
Preparer
Camille R Murphy CPA
Phone
2032080572
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 4B

“Great britain (uk), hong kong”

Raw XML AppendixShowing 400 of 426 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A GLOBAL DONOR ADVISED FUND PROVIDING PHILANTHROPISTS, FOUNDATIONS AND FAMILY OFFICES WITH ACCESS TO SOCIAL INVESTMENT EXPERTISE.
IRS990/AllOtherContributionsAmt01182501
IRS990/AllOtherExpensesGrp/FundraisingAmt01036
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0606
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02770
IRS990/AllOtherExpensesGrp/TotalAmt04412
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID ROSE
IRS990/BooksInCareOfDetail/PhoneNum06466277900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0274 WALL STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HEBRON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006248
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01318700
IRS990/CashNonInterestBearingGrp/EOYAmt01032805
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01182501
IRS990/CYGrantsAndSimilarPaidAmt01364089
IRS990/CYInvestmentIncomeAmt0213127
IRS990/CYOtherExpensesAmt085567
IRS990/CYOtherRevenueAmt0-36091
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-90119
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01449656
IRS990/CYTotalFundraisingExpenseAmt01036
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01359537
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DONATING FUNDS CONTRIBUTED TO SHAREDIMPACT TO OTHER ORGANIZATIONS WORLDWIDE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01415495
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0true
IRS990/ForeignCountryCd0UK
IRS990/ForeignFinancialAccountInd0true
IRS990/ForeignGrantsGrp/ProgramServicesAmt01198089
IRS990/ForeignGrantsGrp/TotalAmt01198089
IRS990/ForeignOfficeInd0true
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL CHENG
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES HORTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02391
IRS990/GainOrLossGrp/SecuritiesAmt0170278
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt01364089
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0166000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0166000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02391
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0982070
IRS990/GrossReceiptsAmt02171329
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt040458
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040458
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01785474
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02042759
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0811792
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING PHILANTHROPISTS, FOUNDATIONS AND FAMILY ACCESS TO SOCIAL INVESTMENT EXPERTISE BY ALLOWING THE DONORS TO GIVE TAX DEDUCTIBLE DONATIONS WORLDWIDE THROUGH A SOCIAL INVESTMENT MARKET
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt03104174
IRS990/NetAssetsOrFundBalancesEOYAmt02925564
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0172669
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0172669
IRS990/NetUnrlzdGainsLossesInvstAmt0-88491
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0193295
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04716
IRS990/OccupancyGrp/ProgramServicesAmt026726
IRS990/OccupancyGrp/TotalAmt031442
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1STAFF
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3ORGANIZATION COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018313
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11999
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21127
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35625
IRS990/OtherExpensesGrp/ProgramServicesAmt011330
IRS990/OtherExpensesGrp/ProgramServicesAmt16389
IRS990/OtherExpensesGrp/TotalAmt018313
IRS990/OtherExpensesGrp/TotalAmt113329
IRS990/OtherExpensesGrp/TotalAmt27516
IRS990/OtherExpensesGrp/TotalAmt35625
IRS990/OtherLiabilitiesGrp/EOYAmt0150000
IRS990/OtherRevenueMiscGrp/Desc0TRANSLATION LOSS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-36091
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-36091
IRS990/OtherRevenueTotalAmt0-36091
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID ROSE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03495875
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0478343
IRS990/PYInvestmentIncomeAmt024983
IRS990/PYOtherExpensesAmt048061
IRS990/PYOtherRevenueAmt0-18695
IRS990/PYRevenuesLessExpensesAmt02975759
IRS990/PYTotalExpensesAmt0526404
IRS990/PYTotalRevenueAmt03502163
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-90119
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CURRENCY TRANSLATION -52,947
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01182501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03495875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0259856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024468
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04962700
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt040458
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-36091
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-18695
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01839
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-52947
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01801690
IRS990ScheduleA/SubstantialContributorsTotAmt03161010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01182501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03495875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0259856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024468
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04962700
IRS990ScheduleA/TotalSupportAmt04909753
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01182501
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01364089
IRS990ScheduleD/DonorAdvisedFundsHeldCnt029
IRS990ScheduleD/ExpensesSubtotalAmt01449656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OFFICER
IRS990ScheduleD/RevenueSubtotalAmt01359537
IRS990ScheduleD/TotalExpensesPerForm990Amt01449656
IRS990ScheduleD/TotalLiabilityAmt0150000
IRS990ScheduleD/TotalRevenuePerForm990Amt01359537
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01359537
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01449656
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0UNITED KINGDOM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0DONATIONS
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt01198089
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0UNITED KINGDOM
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt01
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0UNITED KINGDOM 0 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0156000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUPERIOR HEALTH SUPPORT SYSTEMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FOUNDERS PLEDGE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0352238542
IRS990ScheduleI/RecipientTable/RecipientEIN1371795297
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01501 W 6TH AVE SAULT STE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11 NEW YORK PLAZA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049783
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110004
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0193295
IRS990ScheduleM/ThirdPartiesUsedInd0false
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 ORGANIZATIONS 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/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHARED IMP
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1SHARED IMP
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
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine2Txt0251 QUEENS ROAD CENTRAL
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm0LONDON
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm1HONG KONG
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd1HK
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/ProvinceOrStateNm0LONDON
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/ProvinceOrStateNm1HONG KONG
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd1HK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0BANK ACCT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1BANK ACCT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHAREDIMPACT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt060 GOSWELL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm0LONDON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm0LONDON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01198089
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0DONATION AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHAREDIMPACT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03104174
IRS990/TotalAssetsEOYAmt03075564
IRS990/TotalAssetsGrp/BOYAmt03104174
IRS990/TotalAssetsGrp/EOYAmt03075564
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01182501
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01036
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033125
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01415495
IRS990/TotalFunctionalExpensesGrp/TotalAmt01449656
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0150000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0150000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03104174
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02925564
IRS990/TotalProgramServiceExpensesAmt01415495
IRS990/TotalRevenueGrp/ExclusionAmt0-36091
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0213127
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01359537
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03104174
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03075564
IRS990/TravelGrp/ManagementAndGeneralAmt0739
IRS990/TravelGrp/ProgramServicesAmt04191
IRS990/TravelGrp/TotalAmt04930
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03104174
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02925564
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/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ROSE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,075,564
Liabilities
$150,000
Net assets
$2,925,564
Revenue
$1,359,537
Expenses
$1,449,656
Net income
-$90,119
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
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits