Civic Intelligence

The Shareholder Commons Inc.

990 • Fiscal year 2025 • EIN 84-3285119

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 10, 2026

Organization ProfileTHESHAREHOLDERCOMMONS.COM
32 Adare PlaceNorthampton, MA 01060

(302) 485-0497

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

3rd percentile

-65%

Higher net margin than 3% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

88th percentile

$172,287

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,544,943

Up $591,411 (+62%) from 2022

Net Assets

Up

$1,540,477

Up $588,628 (+62%) from 2022

Liabilities

Up

$4,466

Up $2,783 (+165%) from 2022

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin3rd percentile

Revenue

Down

$573,312

Down $880,384 (-61%) from 2022

Expenses

Up

$948,144

Up $287,303 (+43%) from 2022

Net Income

Down

-$374,832

Down $1,167,687 (-147%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2025

Assets$1,544,943
Liabilities$4,466
Net Assets$1,540,477
Open 2025 Filing

Operations Trend

Revenue Growth3rd 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

2025

Revenue$573,312
Expenses$948,144
Net Income-$374,832
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.0
Gross Receipts
$573,312
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$376,155$1,127,087▲ $750,932
Pledges and Grants Receivable$584,038$300,000▼ $284,038
Cash and Non-Interest-Bearing Accounts$955,661$95,753▼ $859,908
Prepaid Expenses and Deferred Charges$12,146$15,306▲ $3,160
Total Assets$1,928,000$1,544,943▼ $383,057
Other Assets Total-$6,797-
Liabilities
Accounts Payable and Accrued Expenses$12,691$4,466▼ $8,225
Total Liabilities$12,691$4,466▼ $8,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$915,854$984,908▲ $69,054
Net Assets With Donor Restrictions$999,455$555,569▼ $443,886
Total Net Assets Fund Balance$1,915,309$1,540,477▼ $374,832
Total Liabilities and Net Assets / Fund Balance$1,928,000$1,544,943▼ $383,057
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sophie FarisCOOFT$161,987$10,300$172,287
Frederick H AlexanderChief Exec OFT$148,700$20,500$169,200
Frederick H AlexanderChief Exec Officer-$148,700$20,500$169,200
Sara MurphyCSOFT$151,628$11,583$163,211

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$524,241
Program Service Revenue
$0
Investment Income
$48,571
Other Revenue
$500
All Other Contributions
$524,241
Change in Net Assets
$-374,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$573,312
Revenue Not Reported on Form 990
$31,050
Total Revenue per Audited Statements
$604,362
Total Revenue per Form 990
$573,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$716,012
Other Expenses$232,132
Total Fundraising Expense$107,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$345,000$48,500$81,500$475,000
Other Salaries and Wages$136,373$1,391$1,392$139,156
Fees for Services Other$76,527$20,619$1,682$98,828
Other Employee Benefits$43,373$3,795$7,048$54,216
Payroll Taxes$38,112$3,335$6,193$47,640
Office Expenses$6,262$1,514$9,100$16,876
Travel$16,681--$16,681
Insurance-$6,444-$6,444
Conferences and Meetings$5,065--$5,065
Other Expenses$3,719$324$604$4,647
Occupancy$800--$800
Total Functional Expenses$754,703$85,922$107,519$948,144

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$979,194
Expenses per Audited Statements$948,144
Total Expenses per Form 990$948,144
Expenses Not Reported on Form 990$31,050
International Activity

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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part 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 at board meeting.”

Form 990, Page 6, Part VI, Line 15B

“See answer to part vi, line 15a”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The Shareholder Commons
EIN
84-3285119
Phone
3024850497
Address
32 ADARE PLACE, NORTHAMPTON, MA 01060

Signing Officer

Name
Sophie Faris
Title
COO
Phone
3025930917
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick H Alexander
Formed
2019
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
5

Preparer

Firm
Baratz & Associates Pa
Address
4B EVES DR STE 100, MARLTON, NJ 08053
Preparer
Ryan Dowdell CPA
Phone
8569855688
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part IX, Line 11G

“Professional fees 13,524 20,619 1,682 subcontractors 63,003 0 0 total 76,527 20,619 1,682”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has adopted the current accounting principles for uncertain income tax positions that require evaluation of tax positions taken on its income tax returns and recognizing a tax asset or liability if the position would not be sustained under audit. The organization's policy is to record interest and penalties from tax examinations as income taxes. For federal tax purposes, the returns remain open for possible examination three years after they are filed.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01387606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01014202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01378996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0384650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04689695
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt082
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.39040
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01387606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01014202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01378996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0384650
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04689695
IRS990ScheduleA/TotalSupportAmt04777037
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/DonatedServicesUseFcltsAmt031050
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED THE CURRENT ACCOUNTING PRINCIPLES FOR UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE EVALUATION OF TAX POSITIONS TAKEN ON ITS INCOME TAX RETURNS AND RECOGNIZING A TAX ASSET OR LIABILITY IF THE POSITION WOULD NOT BE SUSTAINED UNDER AUDIT. THE ORGANIZATION'S POLICY IS TO RECORD INTEREST AND PENALTIES FROM TAX EXAMINATIONS AS INCOME TAXES. FOR FEDERAL TAX PURPOSES, THE RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt0573312
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0604362
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0979194
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IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1148700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2151628
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt010300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt120500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt211583
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SOPHIE FARIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FREDERICK H ALEXANDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SARA MURPHY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF EXEC OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CSO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1169200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2163211
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY DIRECTORS AT THEIR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION BEGAN REVIEWING AND SHARING THE POLICY ANNUALLY WITH THE EMPLOYEES AND THE INDEPENDENT BOARD. EACH MEMBER OF BOTH GROUPS IS ASKED TO ACKNOWLEDGE RECEIPT AND UNDERSTANDING ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHAREHOLDER 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 AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ANSWER TO PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES 13,524 20,619 1,682 SUBCONTRACTORS 63,003 0 0 TOTAL 76,527 20,619 1,682
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/StatesWhereCopyOfReturnIsFldCd2MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0524241
IRS990/TotalEmployeeCnt05
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085922
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0754703
IRS990/TotalFunctionalExpensesGrp/TotalAmt0948144
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt04466
IRS990/TotalLiabilitiesGrp/BOYAmt012691
IRS990/TotalLiabilitiesGrp/EOYAmt04466
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01915309
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01540477
IRS990/TotalOtherCompensationAmt042383
IRS990/TotalProgramServiceExpensesAmt0754703
IRS990/TotalReportableCompFromOrgAmt0462315
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049071
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0573312
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01928000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01544943
IRS990/TravelGrp/ProgramServicesAmt016681
IRS990/TravelGrp/TotalAmt016681
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://THESHAREHOLDERCOMMONS.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHIE FARIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum03025930917
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHAREHOLDER COMMONS
ReturnHeader/Filer/BusinessNameControlTxt0SHAR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,544,943
Liabilities
$4,466
Net assets
$1,540,477
Revenue
$573,312
Expenses
$948,144
Net income
-$374,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.57$0.95$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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