Civic Intelligence

Fiscal Partners Inc

990 • Fiscal year 2020 • EIN 81-3933113

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

57th percentile

0.02x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$167,127

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 39.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

99th percentile

476%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

-12%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$55,539

Up $45,899 (+476%) from 2019

Net Assets

Up

$54,631

Up $56,933 (+2473%) from 2019

Liabilities

Down

$908

Down $11,034 (-92%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin67th percentile

Revenue

Down

$428,220

Down $57,580 (-12%) from 2019

Expenses

Down

$371,287

Down $112,829 (-23%) from 2019

Net Income

Up

$56,933

Up $55,249 (+3281%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$55,539
Liabilities$908
Net Assets$54,631
Open 2020 Filing

Operations Trend

Revenue Growth61st 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

2020

Revenue$428,220
Expenses$371,287
Net Income$56,933
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$428,220
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$9,640$49,167▲ $39,527
Total Assets$9,640$55,539▲ $45,899
Other Assets Total$0$6,372▲ $6,372
Liabilities
Unsecured Notes Loans Payable$11,942$908▼ $11,034
Total Liabilities$11,942$908▼ $11,034
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-2,302$54,631▲ $56,933
Total Net Assets Fund Balance$-2,302$54,631▲ $56,933
Total Liabilities and Net Assets / Fund Balance$9,640$55,539▲ $45,899

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,372--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D CraneyPresident & Executive DireFT$140,000$27,127$167,127

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
$428,218
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$40,093
Change in Net Assets
$56,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$231,204
Grants and Similar Amounts Paid$73,000
Other Expenses$67,083
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$167,127
Grants to Domestic Orgs---$73,000
Other Salaries and Wages---$46,740
Occupancy---$26,572
Payroll Taxes---$15,468
Fees for Services Other---$10,929
Fees for Services Accounting---$10,793
Conferences and Meetings---$4,949
Information Technology---$4,231
Travel---$2,582
Pension Plan Contributions---$1,869
Office Expenses---$1,853
Insurance---$1,394
Fees for Services Legal---$465
Other Expenses---$365
Advertising---$114
Total Functional Expenses$0$0$0$371,287
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)GENERAL SUPPPORT FOR NON-ADVOCACY EXPENSES $25,000ADVOCACY GRANTS $25,000$50,000
Ethan Allen InstituteMontpelier, VT501(c)(3)General Suppport for Non-advocacy Expenses$8,750
Rhode Island Center for Freedom & ProsperityCranston, RI501(c)(3)General Suppport for Non-advocacy Expenses$8,750
Citizens for Limited TaxationMarblehead, MA-Advocacy Grant to Further Its Mission$5,000
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 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
2021-11-10
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
6

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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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, THAT WOULD BE CONSIDERED POLITICAL OR LOBBYING ACTIVITIES UNDER FEDERAL OR STATE LAW, INDEPENDENT EXPENDITURES, OR ELECTIONEERING COMMUNICATIONS. 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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IRS990ScheduleJ/CompensationSurveyInd0X
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IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount011000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAUL D CRANEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & EXECUTIVE DIRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
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 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/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/TotalAssetsBOYAmt09640
IRS990/TotalAssetsEOYAmt055539
IRS990/TotalAssetsGrp/BOYAmt09640
IRS990/TotalAssetsGrp/EOYAmt055539
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0428218
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0371287
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0908
IRS990/TotalLiabilitiesGrp/BOYAmt011942
IRS990/TotalLiabilitiesGrp/EOYAmt0908
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2302
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054631
IRS990/TotalOtherCompensationAmt016127
IRS990/TotalReportableCompFromOrgAmt0151000
IRS990/TotalRevenueGrp/ExclusionAmt02
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428220
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt055539
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02582
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt011942
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0908
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018 TREMONT ST NO 527
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002108
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0NONE YET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D CRANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175534115
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FISCAL PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0FISC
ReturnHeader/Filer/EIN0813933113
ReturnHeader/Filer/PhoneNum06177972540
ReturnHeader/Filer/USAddress/AddressLine1Txt018 TREMONT ST NO 527
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002108
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/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD TAYLOR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T15:17:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRANEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,539
Liabilities
$908
Net assets
$54,631
Revenue
$428,220
Expenses
$371,287
Net income
$56,933
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