Civic Intelligence

The Shareholder Commons Inc.

990 • Fiscal year 2022 • EIN 84-3285119

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 08, 2022

Organization Profiletheshareholdercommons.com
32 Adare PlaceNorthampton, MA 01060

(302) 593-0917

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$127,367

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

99th percentile

458%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

196%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$953,532

Up $782,598 (+458%) from 2021

Net Assets

Up

$951,849

Up $792,856 (+499%) from 2021

Liabilities

Down

$1,683

Down $10,258 (-86%) from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin91st percentile

Revenue

Up

$1,453,696

Up $962,201 (+196%) from 2021

Expenses

Up

$660,841

Up $310,531 (+89%) from 2021

Net Income

Up

$792,855

Up $651,670 (+462%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2021: $170,934Liabilities 2021: $11,941Net Assets 2021: $158,9932021Assets 2022: $953,532Liabilities 2022: $1,683Net Assets 2022: $951,8492022Assets 2025: $1,544,943Liabilities 2025: $4,466Net Assets 2025: $1,540,4772025

Highlighted filing

2022

Assets$953,532
Liabilities$1,683
Net Assets$951,849
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $491,495Expenses 2021: $350,310Net Income 2021: $141,1852021Revenue 2022: $1,453,696Expenses 2022: $660,841Net Income 2022: $792,8552022Revenue 2025: $573,312Expenses 2025: $948,144Net Income 2025: -$374,8322025

Highlighted filing

2022

Revenue$1,453,696
Expenses$660,841
Net Income$792,855
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 8, 2022
Return Version
2021v4.1
Gross Receipts
$1,453,696
Mission and Program Overview

Mission

The shareholder commons (tsc) works to address social and environmental issues specifically from the perspective of shareholders who have broadly diversified their investments throughout different industries and geographic markets to optimize their portfolios' risk and return. The organization seeks to address investors' interests in optimizing their portfolios' long-term value. The organization do so through targeted field building initiatives to accelerate adoption of system-level investing.

Tsc helps shareholders prioritize overall systems over individual company financial performance.our mission is to catalyze the development of market systems that align free-market forces with human and ecological needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,520$635,589▲ $593,069
Savings and Temporary Cash Investments$100,039$310,120▲ $210,081
Accounts Receivable$25,875--
Prepaid Expenses and Deferred Charges$2,500$7,823▲ $5,323
Total Assets$170,934$953,532▲ $782,598
Liabilities
Accounts Payable and Accrued Expenses$11,940$1,683▼ $10,257
Total Liabilities$11,940$1,683▼ $10,257
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$689,982-
Net Assets Without Donor Restrictions$158,994$261,867▲ $102,873
Total Net Assets Fund Balance$158,994$951,849▲ $792,855
Total Liabilities and Net Assets / Fund Balance$170,934$953,532▲ $782,598
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara MurphyCSOFT$116,667$10,700$127,367
Frederick AlexanderChief Exec OfficerFT$105,000$10,700$115,700
Sophie FarisChief Oper OfficerFT$77,308$3,533$80,841

Board Members and Trustees

NameTitle
Anthea KelsickDirector
Ariane ChanDirector
John HoeppnerDirector
Jon LukomnikDirector
Raj ThamotheramDirector
Susheela Peres Da CostaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,378,996
Program Service Revenue
$71,404
Investment Income
$487
Other Revenue
$2,809
All Other Contributions
$1,378,996
Change in Net Assets
$792,855

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,453,696
Revenue Not Reported on Form 990
$12,061
Total Revenue per Audited Statements
$1,465,757
Total Revenue per Form 990
$1,453,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$466,539
Other Expenses$194,302
Total Fundraising Expense$81,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$172,328$56,241$56,240$284,809
Current Officers, Directors, Trustees, and Key Employees$108,000$6,000$6,000$120,000
Other Expenses$41,123$4,569$0$45,692
Payroll Taxes$22,483$4,818$4,817$32,118
Other Employee Benefits$20,728$4,442$4,442$29,612
Advertising$21,681$0$0$21,681
Travel$14,610$3,131$3,130$20,871
Fees for Services Accounting$3,777$5,036$3,777$12,590
Office Expenses$6,374$1,396$1,671$9,441
Insurance$5,030$1,078$1,078$7,186
Fees for Services Legal$6,500$0$0$6,500
Conferences and Meetings$5,839$0$0$5,839
All Other Expenses$334$72$72$478
Total Functional Expenses$492,110$86,865$81,866$660,841

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$672,902
Expenses per Audited Statements$660,841
Total Expenses per Form 990$660,841
Expenses Not Reported on Form 990$12,061
International Activity

International Compliance

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
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
Yes
Subject to proxy tax
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Shareholder Commons
EIN
84-3285119
Phone
3025930917
Address
32 ADARE PLACE, NORTHAMPTON, MA 01060

Signing Officer

Name
Frederick H Alexander
Title
CEO
Phone
3025930917
Signed
2022-12-08
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
6
Employees
4
Volunteers
6

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
51 Haddonfield Road Suite 100, Cherry Hill, NJ 08002
Preparer
Edward A Suarez CPA MBA
Phone
8568587887
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 reviewed by directors at their board meeting.”

Pt VI, Line 12C

“The organization began reviewing and sharing the policy annually with the team and the independent board. Each member of both groups is asked to acknowledge receipt and understanding.”

Pt VI, Line 15A

“Shareholder commons obtained compensation data for five peer organizations, pulling compensation for the three most highly compensated individuals, including the ceo. The data and findings were compiled and presented alongside staff compensation data for our organization at board meeting in march 2022.”

Pt VI, Line 15B

“SEE ANSWER TO PART VI, LINE 15a”

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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0792855
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt074700
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0310120
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: MISCELLANEOUS 2021: 2809.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01378996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0384650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01813646
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt082
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0569
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0133167
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02809
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02809
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0318539
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt01495107
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01378996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0384650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01813646
IRS990ScheduleA/TotalSupportAmt01817024
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt058
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0231
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt01154
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt01154
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt01154
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt0923
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012061
IRS990ScheduleD/DonatedServicesUseFcltsAmt012061
IRS990ScheduleD/ExpensesNotReportedAmt012061
IRS990ScheduleD/ExpensesSubtotalAmt0660841
IRS990ScheduleD/RevenueNotReportedAmt012061
IRS990ScheduleD/RevenueSubtotalAmt01453696
IRS990ScheduleD/TotalExpensesPerForm990Amt0660841
IRS990ScheduleD/TotalRevenuePerForm990Amt01453696
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01465757
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0672902
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED BY DIRECTORS AT THEIR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION BEGAN REVIEWING AND SHARING THE POLICY ANNUALLY WITH THE TEAM AND THE INDEPENDENT BOARD. EACH MEMBER OF BOTH GROUPS IS ASKED TO ACKNOWLEDGE RECEIPT AND UNDERSTANDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHAREHOLDER COMMONS OBTAINED COMPENSATION DATA FOR FIVE PEER ORGANIZATIONS, PULLING COMPENSATION FOR THE THREE MOST HIGHLY COMPENSATED INDIVIDUALS, INCLUDING THE CEO. THE DATA AND FINDINGS WERE COMPILED AND PRESENTED ALONGSIDE STAFF COMPENSATION DATA FOR OUR ORGANIZATION AT BOARD MEETING IN MARCH 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE ANSWER TO PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0170934
IRS990/TotalAssetsEOYAmt0953532
IRS990/TotalAssetsGrp/BOYAmt0170934
IRS990/TotalAssetsGrp/EOYAmt0953532
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01378996
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt081866
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086865
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0492110
IRS990/TotalFunctionalExpensesGrp/TotalAmt0660841
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011940
IRS990/TotalLiabilitiesEOYAmt01683
IRS990/TotalLiabilitiesGrp/BOYAmt011940
IRS990/TotalLiabilitiesGrp/EOYAmt01683
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0158994
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0951849
IRS990/TotalOtherCompensationAmt024933
IRS990/TotalProgramServiceExpensesAmt0492110
IRS990/TotalProgramServiceRevenueAmt071404
IRS990/TotalReportableCompFromOrgAmt0298975
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt074700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01453696
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170934
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0953532
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt03130

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$953,532
Liabilities
$1,683
Net assets
$951,849
Revenue
$1,453,696
Expenses
$660,841
Net income
$792,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.57$0.95$0.37
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.45$0.66$0.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.01$0.16$0.49$0.35$0.14