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Nonprofiteer
← THE SHAREHOLDER COMMONS INC

Form 990 for tax year 2023

Filed by THE SHAREHOLDER COMMONS INC.

Totals

Total revenue
$1,417,262
Total expenses
$744,182
Contributions and grants received
$1,387,806
Grants paid
$0
Program service revenue
$0
Investment income
$29,456
Other revenue
$0
Total assets, end of year
$1,928,000
Total liabilities, end of year
$12,691
Net assets or fund balances, end of year
$1,915,309
Program services expenses (Part IX)
$570,870
Management and general expenses
$79,788
Fundraising expenses
$93,524
Program service expenses (Part III)
$570,870

Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,387,806

  • 3 · Investment income

    total $29,456 · related or exempt $29,456

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $282,000 · program services $203,040 · management and general $34,780 · fundraising $44,180

  • 7 · Other salaries and wages

    total $168,000 · program services $120,960 · management and general $20,720 · fundraising $26,320

  • 9 · Other employee benefits

    total $49,119 · program services $34,383 · management and general $7,368 · fundraising $7,368

  • 10 · Payroll taxes

    total $34,677 · program services $24,274 · management and general $5,202 · fundraising $5,201

  • 11b · Fees: legal

    total $15,265 · program services $8,786 · management and general $3,702 · fundraising $2,777

  • 11c · Fees: accounting

    total $23,511 · program services $13,532 · management and general $5,702 · fundraising $4,277

  • 11g · Fees: other

    total $80,997 · program services $80,997

  • 13 · Office expenses

    total $13,023 · program services $10,392 · management and general $1,315 · fundraising $1,316

  • 16 · Occupancy

    total $200 · program services $160 · management and general $20 · fundraising $20

  • 17 · Travel

    total $21,721 · program services $20,635 · fundraising $1,086

  • 19 · Conferences, conventions and meetings

    total $6,558 · program services $6,558

  • 23 · Insurance

    total $4,367 · program services $3,057 · management and general $655 · fundraising $655

  • 24a · Other expenses: DUES AND SUBSCIPTIONS

    total $32,484 · program services $32,484

  • 24b · Other expenses: COMMUNICATIONS & PR

    total $7,676 · program services $7,676

  • 24c · Other expenses: TELEPHONE

    total $3,244 · program services $2,596 · management and general $324 · fundraising $324

  • 24d · Other expenses: PROJECT EXPENSES

    total $1,340 · program services $1,340

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $207,077 · end of year $955,661

  • 2 · Savings and temporary cash investments

    beginning of year $688,822 · end of year $376,155

  • 3 · Pledges and grants receivable

    beginning of year $365,362 · end of year $584,038

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,630 · end of year $12,146

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,662 · end of year $12,691

  • 27 · Net assets without donor restrictions

    beginning of year $351,049 · end of year $915,854

  • 28 · Net assets with donor restrictions

    beginning of year $891,180 · end of year $999,455

Mission and programs · 2023

Mission

THE SHAREHOLDER COMMONS HELPS SHAREHOLDERS PRIORITIZE OVERALLY 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.

  • THE SHAREHOLDER COMMONS 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.

    Expenses $570,870

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Frederick Alexander

    CHIEF EXEC O

    Total calculated
    $152,050
    From this org
    $141,000
    From related orgs
    $0
    Other
    $11,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,050
    Nontaxable benefits
    not reported
    Filer's total
    $152,050
  • Sophie Faris

    CHEIF OPER O

    Total calculated
    $152,050
    From this org
    $141,000
    From related orgs
    $0
    Other
    $11,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,050
    Nontaxable benefits
    not reported
    Filer's total
    $152,050
  • Sara Murphy

    CSO

    Total calculated
    $146,450
    From this org
    $141,000
    From related orgs
    $0
    Other
    $5,450
    Hours/week
    40
  • Ariane Chan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Susheela Peres Da Costa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Hoeppner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anthea Kelsick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jon Lukomnik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
7 March 2025
IRS schema version
2023v6.0
Source object
202540669349300519

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