Civic Intelligence

Fiscal Partners Inc

990 • Fiscal year 2018 • EIN 81-3933113

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

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

99th percentile

1.75x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

14th percentile

-9.6%

Higher net margin than 14% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

86th percentile

$145,290

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

1st percentile

-92%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-18%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$5,343

Down $58,489 (-92%) from 2017

Net Assets

Down

-$3,985

Down $64,828 (-107%) from 2017

Liabilities

Up

$9,328

Up $6,339 (+212%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin14th percentile

Revenue

Down

$674,315

Down $151,616 (-18%) from 2017

Expenses

Down

$739,143

Down $115,071 (-13%) from 2017

Net Income

Down

-$64,828

Down $36,545 (-129%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2018

Assets$5,343
Liabilities$9,328
Net Assets-$3,985
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$674,315
Expenses$739,143
Net Income-$64,828
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$674,315
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$63,832$5,343▼ $58,489
Total Assets$63,832$5,343▼ $58,489
Liabilities
Unsecured Notes Loans Payable$2,771$9,328▲ $6,557
Other Liabilities$218$0▼ $218
Total Liabilities$2,989$9,328▲ $6,339
Net Assets / Fund Balance
Unrestricted Net Assets$60,843$-3,985▼ $64,828
Total Net Assets Fund Balance$60,843$-3,985▼ $64,828
Total Liabilities and Net Assets / Fund Balance$63,832$5,343▼ $58,489
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D CraneyPresident & Executive DirectorFT$130,000$15,290$145,290

Board Members and Trustees

NameTitle
Jim RappaportChair & Director
Lee GaudetteClerk and Director
Jeff SheehyDirector
Steve DavisDirector
Vince OstermanDirector
Mark CohenTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$272,309
Program Service Revenue
$402,004
Investment Income
$2
Other Revenue
$0
All Other Contributions
$272,309
Change in Net Assets
$-64,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$370,000
Salaries, Compensation, and Employee Benefits$203,579
Other Expenses$165,564
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$370,000
Current Officers, Directors, Trustees, and Key Employees---$145,290
Fees for Services Management---$52,000
Other Salaries and Wages---$44,201
Travel---$36,584
Occupancy---$29,758
Payroll Taxes---$13,832
Fees for Services Accounting---$12,794
Fees for Services Other---$8,257
Fees for Services Legal---$7,516
Conferences and Meetings---$6,324
Office Expenses---$5,916
Information Technology---$1,187
Insurance---$643
Other Expenses---$393
Other Employee Benefits---$256
All Other Expenses---$189
Total Functional Expenses$0$0$0$739,143
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)Advocacy$250,000
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)General Suppport for Non-advocacy Expenses$120,000
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
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$250,000
Total Nondeductible Lobbying and Political Cost$250,000
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 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 is reviewed and approved by the organization's treasurer 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

“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
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul D Craney
Formed
2016
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
38

Preparer

Firm
Nardella & Taylor Llp
Address
24 HARTWELL AVENUE, LEXINGTON, MA 02421
Preparer
Edward Taylor
Phone
7818626833
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S TREASURER 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/ExplanationTxt3UPON REQUEST AND THROUGH VARIOUS ONLINE WEBSITES SUCH AS THE COMMONWEALTH OF MASSACHUSETTS SECRETARY OF STATE WEBSITE AND 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/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt063832
IRS990/TotalAssetsGrp/EOYAmt05343
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0272309
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0739143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02989
IRS990/TotalLiabilitiesEOYAmt09328
IRS990/TotalLiabilitiesGrp/BOYAmt02989
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0674315
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt036584
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt060843
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02771
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0NONE YET
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D CRANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175534115
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FISCAL PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0FISC
ReturnHeader/Filer/EIN0813933113
ReturnHeader/Filer/PhoneNum06177972540
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C78D6A0DB35EAFF126D42E7D45F65E09064BC546
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.180.136.226
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:12:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042979611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NARDELLA & TAYLOR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 HARTWELL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
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ReturnHeader/ReturnTs02019-11-08T10:27:09-06:00
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ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,343
Liabilities
$9,328
Net assets
-$3,985
Revenue
$674,315
Expenses
$739,143
Net income
-$64,828
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