Civic Intelligence

Fiscal Partners Inc

990 • Fiscal year 2021 • EIN 81-3933113

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileNONE YET

View Organization Page

18 Tremont St 404Boston, MA 02108

(617) 797-2540

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

64th percentile

17%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$172,175

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

98th percentile

194%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$163,234

Up $107,695 (+194%) from 2020

Net Assets

Up

$162,276

Up $107,645 (+197%) from 2020

Liabilities

Up

$958

Up $50 (+5.5%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin64th percentile

Revenue

Up

$632,156

Up $203,936 (+48%) from 2020

Expenses

Up

$524,511

Up $153,224 (+41%) from 2020

Net Income

Up

$107,645

Up $50,712 (+89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2021

Assets$163,234
Liabilities$958
Net Assets$162,276
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$632,156
Expenses$524,511
Net Income$107,645
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$632,156
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$49,167$158,642▲ $109,475
Total Assets$55,539$163,234▲ $107,695
Other Assets Total$6,372$4,592▼ $1,780
Liabilities
Unsecured Notes Loans Payable$908$958▲ $50
Total Liabilities$908$958▲ $50
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,631$162,276▲ $107,645
Total Net Assets Fund Balance$54,631$162,276▲ $107,645
Total Liabilities and Net Assets / Fund Balance$55,539$163,234▲ $107,695
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D CraneyPresident & Executive DireFT$153,800$18,375$172,175

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
$632,151
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$0
All Other Contributions
$198,503
Change in Net Assets
$107,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,602
Grants and Similar Amounts Paid$227,500
Other Expenses$58,409
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$227,500
Current Officers, Directors, Trustees, and Key Employees---$172,175
Other Salaries and Wages---$48,587
Occupancy---$28,050
Payroll Taxes---$15,897
Fees for Services Accounting---$6,671
Fees for Services Other---$6,015
Information Technology---$5,374
Insurance---$2,713
Pension Plan Contributions---$1,943
Office Expenses---$1,774
Conferences and Meetings---$1,675
Travel---$1,465
Fees for Services Legal---$1,063
Other Expenses---$512
Advertising---$114
Total Functional Expenses$0$0$0$524,511
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts Fiscal Alliance IncBoston, MA501(c)(4)GENERAL SUPPPORT FOR NON-ADVOCACY EXPENSES $87,500ADVOCACY GRANTS $125,000$212,500
Citizens for Limited TaxationMarblehead, MA-ADVOCACY GRANT TO FURTHER ITS MISSION: FOR PROMOTING AND SUPPORTING THE ECONOMIC PROSPERITY OF THE NEW ENGLAND REGION THROUGH ACTIVITIES AND INITIATIVES THAT WORK FOR THE FISCAL HEALTH AND PROSPERITY OF THE REGION, INCLUDING VIA LIMITING TAXATION.$10,000
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 404, BOSTON, MA 02108

Signing Officer

Name
Paul D Craney
Title
President
Phone
6175534115
Signed
2022-11-07
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
0

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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAUL D CRANEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & EXECUTIVE DIRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0172175
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/TotalAssetsBOYAmt055539
IRS990/TotalAssetsEOYAmt0163234
IRS990/TotalAssetsGrp/BOYAmt055539
IRS990/TotalAssetsGrp/EOYAmt0163234
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0632151
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0524511
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0908
IRS990/TotalLiabilitiesEOYAmt0958
IRS990/TotalLiabilitiesGrp/BOYAmt0908
IRS990/TotalLiabilitiesGrp/EOYAmt0958
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054631
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0162276
IRS990/TotalOtherCompensationAmt018375
IRS990/TotalReportableCompFromOrgAmt0153800
IRS990/TotalRevenueGrp/ExclusionAmt05
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0632156
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt055539
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0163234
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01465
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0908
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0958
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt018 TREMONT ST 404
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D CRANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175534115
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FISCAL PARTNERS INC
ReturnHeader/Filer/BusinessNameControlTxt0FISC
ReturnHeader/Filer/EIN0813933113
ReturnHeader/Filer/PhoneNum06177972540
ReturnHeader/Filer/USAddress/AddressLine1Txt018 TREMONT ST 404
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/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD TAYLOR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-07T14:15:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRANEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,234
Liabilities
$958
Net assets
$162,276
Revenue
$632,156
Expenses
$524,511
Net income
$107,645
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