Civic Intelligence

Fiscal Partners Inc

EIN 81-3933113 • 501(c)6 • Boston, MA

Profile

The organization exists to engage in a variety of activities to promote the common businessinterests of its members, in order to improve their fiscal competitivestanding in the various lines of business in which they are engaged.the organization's efforts will help advance the common good forbusinesses, both large and small, and promote fiscal responsibility,transparency and accountability.

31 State St 401Boston, MA 02109

none yet

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

-2.1%

Higher net margin than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-12%

Faster asset growth than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$61,237

Down $8,488 (-12%) from 2023

Liabilities

Up

$4,102

Up $1,546 (+60%) from 2023

Net Assets

Down

$57,135

Down $10,034 (-15%) from 2023

Revenue

Up

$483,314

Up $56,135 (+13%) from 2023

Expenses

Up

$493,348

Up $65,523 (+15%) from 2023

Net Income

Down

-$10,034

Down $9,388 (-1453%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2016: $89,226Liabilities 2016: $1002016Assets 2017: $63,832Liabilities 2017: $2,989Net Assets 2017: $60,8432017Assets 2018: $5,343Liabilities 2018: $9,328Net Assets 2018: -$3,9852018Assets 2019: $9,640Liabilities 2019: $11,942Net Assets 2019: -$2,3022019Assets 2020: $55,539Liabilities 2020: $908Net Assets 2020: $54,6312020Assets 2021: $163,234Liabilities 2021: $958Net Assets 2021: $162,2762021Assets 2022: $72,228Liabilities 2022: $4,414Net Assets 2022: $67,8142022Assets 2023: $69,725Liabilities 2023: $2,556Net Assets 2023: $67,1692023Assets 2024: $61,237Liabilities 2024: $4,102Net Assets 2024: $57,1352024

Highlighted filing

2024

Assets$61,237
Liabilities$4,102
Net Assets$57,135

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $100,000Expenses 2016: $10,874Net Income 2016: $89,1262016Revenue 2017: $825,931Expenses 2017: $854,214Net Income 2017: -$28,2832017Revenue 2018: $674,315Expenses 2018: $739,143Net Income 2018: -$64,8282018Revenue 2019: $485,800Expenses 2019: $484,116Net Income 2019: $1,6842019Revenue 2020: $428,220Expenses 2020: $371,287Net Income 2020: $56,9332020Revenue 2021: $632,156Expenses 2021: $524,511Net Income 2021: $107,6452021Revenue 2022: $554,103Expenses 2022: $648,565Net Income 2022: -$94,4622022Revenue 2023: $427,179Expenses 2023: $427,825Net Income 2023: -$6462023Revenue 2024: $483,314Expenses 2024: $493,348Net Income 2024: -$10,0342024

Highlighted filing

2024

Revenue$483,314
Expenses$493,348
Net Income-$10,034

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$483,314
Mission and Program Overview

Mission

The organization exists to engage in a variety of activities to promote the common businessinterests of its members, in order to improve their fiscal competitivestanding in the various lines of business in which they are engaged.the organization's efforts will help advance the common good forbusinesses, both large and small, and promote fiscal responsibility,transparency and accountability.

The organization exists to engage in a variety of activities to promote the common business interests of its members, in order to improve their fiscal competitive standing in various lines of business in which they engage. The organization's efforts will help advance the common good for businesses, both large and small, and promote fiscal responsibility, transparency, and accountability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$69,725$55,518▼ $14,207
Other Notes and Loans Receivable, Net-$3,765-
Total Assets$69,725$61,237▼ $8,488
Other Assets Total$0$1,954▲ $1,954
Liabilities
Unsecured Notes Loans Payable$2,556$4,102▲ $1,546
Total Liabilities$2,556$4,102▲ $1,546
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,169$57,135▼ $10,034
Total Net Assets Fund Balance$67,169$57,135▼ $10,034
Total Liabilities and Net Assets / Fund Balance$69,725$61,237▼ $8,488
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D CraneyPresident & Executive DireFT$159,940$13,154$173,094

Board Members and Trustees

NameTitle
Mark CohenChairman
James StubblebineDirector
Jeff SheehyDirector
Steve DavisDirector
Steve SniderClerk
Vince OstermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$483,310
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$0
All Other Contributions
$44,000
Change in Net Assets
$-10,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,775
Grants and Similar Amounts Paid$146,000
Other Expenses$108,573
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$173,094
Grants to Domestic Orgs---$146,000
Other Salaries and Wages---$44,341
Fees for Services Accounting---$18,416
Payroll Taxes---$18,188
Occupancy---$12,754
Fees for Services Other---$8,893
Information Technology---$7,442
Travel---$5,996
Fees for Services Legal---$5,238
Conferences and Meetings---$4,400
Office Expenses---$3,172
Insurance---$2,365
Other Employee Benefits---$1,676
Pension Plan Contributions---$1,476
Other Expenses---$1,157
All Other Expenses---$1,145
Total Functional Expenses$0$0$0$493,348
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)GENERAL SUPPPORT FOR NON-ADVOCACY EXPENSES $96,000ADVOCACY GRANTS $50,000$146,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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

A complete copy of the form is reviewed by the members of the board prior to filing.

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

The organization monitors and enforces its board's conflict of interest policy by having each of its officers and directors sign a statement on an annual basis affirming that the officer and director has received a copy of the conflict of interest policy, has read and understands the policy, agrees to comply with the policy, and understands that the organization must, in order to maintain its federal tax exemption, engage primarily in activities that accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section B, Line 15

Reviewed by the treasurer and chairman of the board.

Form 990, Part VI, Section C, Line 19

Through various online websites such as guidestar.

Filing and Contact Details

Filer

Filer Name
Fiscal Partners Inc
EIN
81-3933113
Phone
6177972540
Address
31 STATE ST 401, BOSTON, MA 02109

Signing Officer

Name
Paul D Craney
Title
President
Phone
6175534115
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul D Craney
Formed
2016
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
6

Preparer

Firm
Nardella & Taylor Llp
Address
24 HARTWELL AVENUE, LEXINGTON, MA 02421
Preparer
Edward Taylor
Phone
7818626833
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD CHAIR AND TREASURER FORM THE COMPENSATION COMMITTEE AND REVIEW MARKET RATE SALARIES BY STUDYING SIMILAR POSITIONS IN SIMILAR INDUSTRIES. AT THE ANNUAL BOARD MEETING THE BOARD APPROVES ALL BUDGET LINE ITEMS, INCLUDING STAFF SALARY AND BENEFITS FOR ALL STAFF.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE FORM IS REVIEWED BY THE MEMBERS OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES ITS BOARD'S CONFLICT OF INTEREST POLICY BY HAVING EACH OF ITS OFFICERS AND DIRECTORS SIGN A STATEMENT ON AN ANNUAL BASIS AFFIRMING THAT THE OFFICER AND DIRECTOR HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION MUST, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE TREASURER AND CHAIRMAN OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THROUGH VARIOUS ONLINE WEBSITES SUCH AS GUIDESTAR.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt069725
IRS990/TotalAssetsEOYAmt061237
IRS990/TotalAssetsGrp/BOYAmt069725
IRS990/TotalAssetsGrp/EOYAmt061237
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0483310
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0493348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02556
IRS990/TotalLiabilitiesEOYAmt04102
IRS990/TotalLiabilitiesGrp/BOYAmt02556
IRS990/TotalLiabilitiesGrp/EOYAmt04102
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067169
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt057135
IRS990/TotalOtherCompensationAmt013154
IRS990/TotalReportableCompFromOrgAmt0159940
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0483314
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069725
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061237
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05996
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02556
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt04102
IRS990/USAddress/AddressLine1Txt031 STATE ST 401
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002109
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NONE YET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D CRANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175534115
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FISCAL PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0FISC
ReturnHeader/Filer/EIN0813933113
ReturnHeader/Filer/PhoneNum06177972540
ReturnHeader/Filer/USAddress/AddressLine1Txt031 STATE ST 401
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042979611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NARDELLA & TAYLOR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 HARTWELL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002421
ReturnHeader/PreparerPersonGrp/PhoneNum07818626833
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD TAYLOR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-10T12:29:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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