Civic Intelligence

Fiscal Partners Inc

990 • Fiscal year 2019 • EIN 81-3933113

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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

98th percentile

1.24x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

43rd percentile

0.3%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$153,257

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

94th percentile

80%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$9,640

Up $4,297 (+80%) from 2018

Net Assets

Up

-$2,302

Up $1,683 (+42%) from 2018

Liabilities

Up

$11,942

Up $2,614 (+28%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin43rd percentile

Revenue

Down

$485,800

Down $188,515 (-28%) from 2018

Expenses

Down

$484,116

Down $255,027 (-35%) from 2018

Net Income

Up

$1,684

Up $66,512 (+103%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2019

Assets$9,640
Liabilities$11,942
Net Assets-$2,302
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$485,800
Expenses$484,116
Net Income$1,684
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$485,800
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$5,343$9,640▲ $4,297
Total Assets$5,343$9,640▲ $4,297
Liabilities
Unsecured Notes Loans Payable$9,328$11,942▲ $2,614
Total Liabilities$9,328$11,942▲ $2,614
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-3,985$-2,302▲ $1,683
Total Net Assets Fund Balance$-3,985$-2,302▲ $1,683
Total Liabilities and Net Assets / Fund Balance$5,343$9,640▲ $4,297
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D CraneyPresident & Executive DireFT$139,063$14,194$153,257

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
$0
Program Service Revenue
$485,800
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$214,905
Other Expenses$149,211
Grants and Similar Amounts Paid$120,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$153,257
Grants to Domestic Orgs---$120,000
Fees for Services Other---$53,997
Other Salaries and Wages---$45,813
Travel---$33,978
Occupancy---$31,351
Payroll Taxes---$14,544
Fees for Services Accounting---$10,320
Office Expenses---$2,786
Information Technology---$2,636
Pension Plan Contributions---$1,291
All Other Expenses---$831
Fees for Services Legal---$629
Other Expenses---$559
Insurance---$544
Advertising---$387
Conferences and Meetings---$150
Total Functional Expenses$0$0$0$484,116
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
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
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 and approved by the chairman of the board, all other board members, and 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
2020-11-05
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
5

Preparer

Firm
Nardella & Taylor Llp
Address
24 HARTWELL AVENUE, LEXINGTON, MA 02421
Preparer
Edward Taylor
Phone
7818626833
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Fundraising fees 2,215. Consulting 48,366. Payroll processing fees 3,416.”

FORM 990, PART XI, LINE 9:

“ROUNDING -1.”

Raw XML Appendix346 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE FORM IS REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD, ALL OTHER BOARD MEMBERS, AND 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/ExplanationTxt4FUNDRAISING FEES 2,215. CONSULTING 48,366. PAYROLL PROCESSING FEES 3,416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING -1.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05343
IRS990/TotalAssetsEOYAmt09640
IRS990/TotalAssetsGrp/BOYAmt05343
IRS990/TotalAssetsGrp/EOYAmt09640
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0484116
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09328
IRS990/TotalLiabilitiesEOYAmt011942
IRS990/TotalLiabilitiesGrp/BOYAmt09328
IRS990/TotalLiabilitiesGrp/EOYAmt011942
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-3985
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-2302
IRS990/TotalOtherCompensationAmt014194
IRS990/TotalProgramServiceRevenueAmt0485800
IRS990/TotalReportableCompFromOrgAmt0139063
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0485800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0485800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05343
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09640
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt033978
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt09328
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt011942
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002108
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/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FISCAL PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0FISC
ReturnHeader/Filer/EIN0813933113
ReturnHeader/Filer/PhoneNum06177972540
ReturnHeader/Filer/USAddress/AddressLine1Txt018 TREMONT ST NO 527
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043B795E77489E0EBC7E0FAC2AC896BA6FAEDE470
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.216.129.128
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:04:56
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/PreparationDt02020-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD TAYLOR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T13:47:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,640
Liabilities
$11,942
Net assets
-$2,302
Revenue
$485,800
Expenses
$484,116
Net income
$1,684
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