Civic Intelligence

Fiscal Partners Inc

990 • Fiscal year 2017 • EIN 81-3933113

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 13, 2018

Organization ProfileNONE YET

View Organization Page

18 Tremont St No 527Boston, MA 02108

(617) 797-2540

Siviq Scores

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

Liabilities / Assets

45th percentile

0.05x

Higher debt load relative to assets than 45% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

24th percentile

-3.4%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$120,635

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

5th percentile

-28%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

726%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$63,832

Down $25,394 (-28%) from 2016

Net Assets

$60,843

No earlier filing loaded for comparison.

Liabilities

Up

$2,989

Up $2,889 (+2889%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin24th percentile

Revenue

Up

$825,931

Up $725,931 (+726%) from 2016

Expenses

Up

$854,214

Up $843,340 (+7756%) from 2016

Net Income

Down

-$28,283

Down $117,409 (-132%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$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

2017

Assets$63,832
Liabilities$2,989
Net Assets$60,843
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$825,931
Expenses$854,214
Net Income-$28,283
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 13, 2018
Return Version
2017v2.3
Gross Receipts
$825,931
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 businessinterests of its members, in order to improve their fiscal competitive standing in the various lines of business in which they are engaged. The organization's efforts 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$89,226$63,832▼ $25,394
Loans From Officers Directors$100$0▼ $100
Total Assets$89,226$63,832▼ $25,394
Liabilities
Unsecured Notes Loans Payable$0$2,771▲ $2,771
Other Liabilities$0$218▲ $218
Total Liabilities$100$2,989▲ $2,889
Net Assets / Fund Balance
Unrestricted Net Assets$89,126$60,843▼ $28,283
Total Net Assets Fund Balance$89,126$60,843▼ $28,283
Total Liabilities and Net Assets / Fund Balance$89,226$63,832▼ $25,394
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D CraneyPresidentFT$110,952$9,683$120,635

Board Members and Trustees

NameTitle
Richard GreenChair and Director
Lee GaudetteClerk and Director
Bill DupontDirector
Jeff SheehyDirector
Jim RappaportDirector
Steve DavisDirector
Vince OstermanDirector
Mark CohenTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$225,000
Program Service Revenue
$600,925
Investment Income
$6
Other Revenue
$0
All Other Contributions
$225,000
Change in Net Assets
$-28,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$460,000
Salaries, Compensation, and Employee Benefits$237,658
Other Expenses$156,541
Professional Fundraising Fees$15
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$460,000
Current Officers, Directors, Trustees, and Key Employees---$120,635
Other Salaries and Wages---$97,776
Occupancy---$56,494
Fees for Services Management---$48,000
Payroll Taxes---$18,228
Travel---$13,830
Conferences and Meetings---$6,942
Office Expenses---$6,536
Fees for Services Accounting---$6,042
Information Technology---$4,844
Fees for Services Legal---$4,035
Advertising---$2,474
Other Employee Benefits---$1,019
Fees for Services Other---$1,000
Insurance---$604
Other Expenses---$268
Fees for Services Professional Fundraising---$15
Total Functional Expenses$0$0$0$854,214
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)General Suppport for Non-advocacy Expenses$285,000
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)Advocacy$175,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$175,000
Total Nondeductible Lobbying and Political Cost$175,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$100$0▼ $100
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
401(k) Withholdings$218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 and approved by the officer signing the return prior to filing and a complete copy of the return, with the exception of schedule b is reviewed and approved by the organization's treasurer prior to filing. Subsequent to filing a complete copy of the return is made avaiable to the organization's complete board of directors for review.”

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

“Upon request and through various online websites such as the commonwealth of massachusetts secretary of state website and guidestar.”

Filing and Contact Details

Filer

Filer Name
Fiscal Partners Inc
EIN
81-3933113
Phone
6177972540
Address
18 TREMONT ST NO 527, BOSTON, MA 02108

Signing Officer

Name
Paul D Craney
Title
President
Phone
6175534115
Signed
2018-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul D Craney
Formed
2016
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
38
Volunteers
2

Preparer

Firm
Nardella & Taylor Llp
Address
24 HARTWELL AVE, LEXINGTON, MA 02420
Preparer
Edward Taylor
Phone
7818626833
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“As the organization was formed in 2016 and no program services were conducted in that year, all progam services reported on the 2017 form 990 were not previously reported on the organization's 2016 990-ez. The organization's new program service activities in 2017 related to providing grants for activities that furthered the interests of the organization's members. Funds were also used for the initial year of establishing the organization with its members and communication to potential members.”

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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE ORGANIZATION, AS OUTLINED ABOVE, THE ORGANIZATION PROVIDED GENERAL SUPPORT GRANTS TO THE ABOVE GRANTEES WHOSE ACTIVITIES ADVANCE THE ORGANIZATION'S GOALS. ALL GRANTS WERE MADE PURSUANT TO SPECIFIC GRANT LETTER AGREEMENTS, WHICH UNLESS OTHERWISE SPECIFIED, INCLUDED PROHIBITIONS ON THE USE OF THE GRANT FUNDS. EXAMPLES OF PROHIBITED ACTIVITIES ARE ACTIVITIES THAT WOULD VIOLATE FEDERAL, STATE OR LOCAL LAWS, RULES OR REGULATIONS, OR THAT WOULD BE CONSIDERED POLITICAL OR LOBBYING ACTIVITIES UNDER FEDERAL OR STATE LAW. THE GRANT LETTERS ALSO CONTAINED A REVIEW AND MONITORING PROCEDURE WHICH REQUIRES REPORTS BY GRANTEE ON THE USE OF THE GRANT FUNDS, AND RETURN OF ANY FUNDS USED IN VIOLATION OF THE AGREEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS THE ORGANIZATION WAS FORMED IN 2016 AND NO PROGRAM SERVICES WERE CONDUCTED IN THAT YEAR, ALL PROGAM SERVICES REPORTED ON THE 2017 FORM 990 WERE NOT PREVIOUSLY REPORTED ON THE ORGANIZATION'S 2016 990-EZ. THE ORGANIZATION'S NEW PROGRAM SERVICE ACTIVITIES IN 2017 RELATED TO PROVIDING GRANTS FOR ACTIVITIES THAT FURTHERED THE INTERESTS OF THE ORGANIZATION'S MEMBERS. FUNDS WERE ALSO USED FOR THE INITIAL YEAR OF ESTABLISHING THE ORGANIZATION WITH ITS MEMBERS AND COMMUNICATION TO POTENTIAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COMPLETE COPY OF THE FORM IS REVIEWED AND APPROVED BY THE OFFICER SIGNING THE RETURN PRIOR TO FILING AND A COMPLETE COPY OF THE RETURN, WITH THE EXCEPTION OF SCHEDULE B IS REVIEWED AND APPROVED BY THE ORGANIZATION'S TREASURER PRIOR TO FILING. SUBSEQUENT TO FILING A COMPLETE COPY OF THE RETURN IS MADE AVAIABLE TO THE ORGANIZATION'S COMPLETE BOARD OF DIRECTORS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3REVIEWED BY THE TREASURER AND CHAIRMAN OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST AND THROUGH VARIOUS ONLINE WEBSITES SUCH AS THE COMMONWEALTH OF MASSACHUSETTS SECRETARY OF STATE WEBSITE AND GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0225000
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/TotalAmt0854214
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0100
IRS990/TotalLiabilitiesEOYAmt02989
IRS990/TotalLiabilitiesGrp/BOYAmt0100
IRS990/TotalLiabilitiesGrp/EOYAmt02989
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IRS990/TotalRevenueGrp/ExclusionAmt06
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0600925
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0825931
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt089226
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt013830
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/USAddress/StateAbbreviationCd0MA
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IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0NONE YET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D CRANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175534115
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FISCAL PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0FISC
ReturnHeader/Filer/EIN0813933113
ReturnHeader/Filer/PhoneNum06177972540
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ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03DD3A862BC45B90D35270D3C60A9B11A78FC38C2
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.180.136.226
ReturnHeader/FilingSecurityInformation/IPDt02018-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:03:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042979611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NARDELLA & TAYLOR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 HARTWELL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002420
ReturnHeader/PreparerPersonGrp/PhoneNum07818626833
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD TAYLOR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-13T15:00:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,832
Liabilities
$2,989
Net assets
$60,843
Revenue
$825,931
Expenses
$854,214
Net income
-$28,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.57$4.83$4.93$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$4.27$4.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.04$0.68$5.54$6.49$0.94
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$6.32$5.25$1.08
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$4.28$3.71$0.57
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.12$0.02$4.86$4.84$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.09$0.04$6.74$7.39$0.65
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.03$0.61$8.26$8.54$0.28
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$1.00$0.11$0.89