Civic Intelligence

Impact Society Global

EIN 82-5402867 • 501(c)3 • New York, NY

Profile

The organization is a global membership community of families committed to aligning their assets with their values. The organization's mission is to help families make impact investments more effectively.

1178 Broadway 3rd Floor 4066New York, NY 10001

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.14x

Higher debt load relative to assets than 76% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$362,042

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Asset Growth

54th percentile

8.9%

Faster asset growth than 54% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

16%

Faster revenue growth than 56% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,126,480

Up $173,934 (+8.9%) from 2023

Liabilities

Down

$293,051

Down $13,248 (-4.3%) from 2023

Net Assets

Up

$1,833,429

Up $187,182 (+11%) from 2023

Revenue

Up

$2,873,096

Up $400,995 (+16%) from 2023

Expenses

Down

$2,685,915

Down $272,315 (-9.2%) from 2023

Net Income

Up

$187,181

Up $673,310 (+139%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2021: $1,104,968Liabilities 2021: $239,061Net Assets 2021: $865,9072021Assets 2022: $2,437,492Liabilities 2022: $305,116Net Assets 2022: $2,132,3762022Assets 2023: $1,952,546Liabilities 2023: $306,299Net Assets 2023: $1,646,2472023Assets 2024: $2,126,480Liabilities 2024: $293,051Net Assets 2024: $1,833,4292024

Highlighted filing

2024

Assets$2,126,480
Liabilities$293,051
Net Assets$1,833,429

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $943,051Expenses 2021: $77,144Net Income 2021: $865,9072021Revenue 2022: $2,550,511Expenses 2022: $1,284,042Net Income 2022: $1,266,4692022Revenue 2023: $2,472,101Expenses 2023: $2,958,230Net Income 2023: -$486,1292023Revenue 2024: $2,873,096Expenses 2024: $2,685,915Net Income 2024: $187,1812024

Highlighted filing

2024

Revenue$2,873,096
Expenses$2,685,915
Net Income$187,181

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$2,873,096
Mission and Program Overview

Mission

The organization is a global membership community of families committed to aligning their assets with thier values. The organiztions mission is to help families make impact investments more effectively.

The organization is a global membership community of families committed to aligning their assets with their values. The organizations's mission is to help families make impact investments more effectively.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,391,468$1,230,040▼ $161,428
Pledges and Grants Receivable$115,642$400,000▲ $284,358
Accounts Receivable$367,000$340,750▼ $26,250
Prepaid Expenses and Deferred Charges$15,132$92,386▲ $77,254
Total Assets$1,952,546$2,126,480▲ $173,934
Other Assets Total$63,304$63,304→ $0
Liabilities
Deferred Revenue$170,500$157,560▼ $12,940
Accounts Payable and Accrued Expenses$73,567$73,259▼ $308
Other Liabilities$62,232$62,232→ $0
Total Liabilities$306,299$293,051▼ $13,248
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,522,598$1,110,649▼ $411,949
Net Assets With Donor Restrictions$123,649$722,780▲ $599,131
Total Net Assets Fund Balance$1,646,247$1,833,429▲ $187,182
Total Liabilities and Net Assets / Fund Balance$1,952,546$2,126,480▲ $173,934
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristine KuechlerSenior DirectorFT$330,891$31,151$362,042
Sam BonseyPresidentFT$152,228$21,154$173,382
Pearline YumRegional DirectorFT$129,129$9,014$138,143
Linda RinconDirector of ExperiencesFT$117,206$18,379$135,585
Edward WelchDirector of Special IncentivesFT$123,481$7,409$130,890
Sydney BolgerDirector of US & CanadaFT$106,736$7,191$113,927

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Preserve AnalyticsConsulting11700 WAYZATA BLVD APT 350, Minnetonka, MN 55305, Fr$147,790
Aundrea Patton PowerConsulting-$102,265
Revenue and Support

Revenue Composition

Contributions and Grants
$2,634,229
Program Service Revenue
$37,812
Investment Income
$0
Other Revenue
$201,055
All Other Contributions
$2,343,888
Change in Net Assets
$187,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,492,582
Other Expenses$1,117,000
Total Fundraising Expense$151,322
Grants and Similar Amounts Paid$76,333
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$803,202$160,641$107,093$1,070,936
Other Employee Benefits$152,546$30,509$20,339$203,394
Fees for Services Other$118,197$44,211-$162,408
Current Officers, Directors, Trustees, and Key Employees$114,171$22,834$15,223$152,228
Fees for Services Accounting-$129,506-$129,506
Travel$93,218--$93,218
Foreign Grants$76,333--$76,333
Payroll Taxes$49,518$9,904$6,602$66,024
Information Technology-$33,603-$33,603
Conferences and Meetings-$31,436-$31,436
Occupancy-$19,189-$19,189
Insurance-$9,906-$9,906
Office Expenses-$8,486-$8,486
Other Expenses$3,837-$2,065$5,902
Total Functional Expenses$2,034,368$500,225$151,322$2,685,915
International Activity

International Summary

Offices
0
Employees
0
Spending
$76,333

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Zurich, SwitzerlandProgram ServicesFiscal Sponsoship Programming00$76,333
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$62,232
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The director of operations and the executive director review the 990, then the finance committee reviews the contents of the 990. If no objections they recommend the board should approve the 990. The board reviews the 990, considers the committee's recommendation, and approves the 990 filing or returns it for revision.

Form 990, Part VI, Section B, Line 12C

Board members, officers, key employees and directors disclose annually any conflicts of interest through the impact's conflict of interest form.

Form 990, Part VI, Section B, Line 15A

The organization hires a contracted compensation consultant that conducts a market study. The board is then responsible for reviewing annually the executive director's compensation.

Form 990, Part VI, Section C, Line 18

Governing documents, policies and financial statements are made available to interested parties upon request.

Form 990, Part VI, Section C, Line 19

Governing documents, policies and financial statements are made available to interested parties upon request.

Filing and Contact Details

Filer

Filer Name
Impact Society Global
EIN
82-5402867
Phone
6178725863
Address
1178 BROADWAY 3RD FLOOR 4066, NEW YORK, NY 10001

Signing Officer

Name
Samuel Bonsey
Title
President
Phone
6178725863
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel Bonsey
Formed
2018
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
0

Preparer

Firm
Cerini & Associates Llp
Address
3340 VETERANS MEMORIAL HWY, BOHEMIA, NY 11716
Preparer
Mahnaz Cavalluzzi
Phone
6315821600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. The organization has evaluated its activities for uncertain tax positions and has determined that there were no uncertain tax positions for the year ended december 31, 2024.

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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08486
IRS990/OfficeExpensesGrp/TotalAmt08486
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt063304
IRS990/OtherAssetsTotalGrp/EOYAmt063304
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020339
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030509
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0152546
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0203394
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1MEMBER EVENTS
IRS990/OtherExpensesGrp/Desc2MEALS
IRS990/OtherExpensesGrp/FundraisingAmt02065
IRS990/OtherExpensesGrp/ProgramServicesAmt0316004
IRS990/OtherExpensesGrp/ProgramServicesAmt1307342
IRS990/OtherExpensesGrp/ProgramServicesAmt23837
IRS990/OtherExpensesGrp/TotalAmt0316004
IRS990/OtherExpensesGrp/TotalAmt1307342
IRS990/OtherExpensesGrp/TotalAmt25902
IRS990/OtherLiabilitiesGrp/BOYAmt062232
IRS990/OtherLiabilitiesGrp/EOYAmt062232
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0FISCAL SPONSORSHIP
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0201055
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0201055
IRS990/OtherRevenueTotalAmt0201055
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0107093
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0160641
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0803202
IRS990/OtherSalariesAndWagesGrp/TotalAmt01070936
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06602
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09904
IRS990/PayrollTaxesGrp/ProgramServicesAmt049518
IRS990/PayrollTaxesGrp/TotalAmt066024
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0115642
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0400000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015132
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092386
IRS990/PrincipalOfficerNm0SAMUEL BONSEY
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/Desc0FORUM AND MEMBER EVENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037812
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037812
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02407023
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0195000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01316958
IRS990/PYOtherRevenueAmt03500
IRS990/PYProgramServiceRevenueAmt061578
IRS990/PYRevenuesLessExpensesAmt0-486129
IRS990/PYSalariesCompEmpBnftPaidAmt01446272
IRS990/PYTotalExpensesAmt02958230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02472101
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0187181
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02634229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01676223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02174200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0943051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07427703
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81390
IRS990ScheduleA/PublicSupportPY170Pct00.77650
IRS990ScheduleA/PublicSupportTotal170Amt06045468
IRS990ScheduleA/SubstantialContributorsTotAmt01382235
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02634229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01676223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02174200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0943051
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07427703
IRS990ScheduleA/TotalSupportAmt07427703
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt062232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION HAS EVALUATED ITS ACTIVITIES FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt062232
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt076333
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0ZURICH, SWITZERLAND
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0FISCAL SPONSOSHIP PROGRAMMING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt076333
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0RESEARCH INQUIRY INTO THE RELEVANCE AND USE OF GENERATIVE ARTIFICIAL INTELLIGENCE IN SYSTEMIC
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0ZURICH, SWITZERLAND
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt076333
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt076333
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0330891
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1152228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10

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