Totals
- Total revenue
- $573,312
- Total expenses
- $948,144
- Contributions and grants received
- $524,241
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $48,571
- Other revenue
- $500
- Total assets, end of year
- $1,544,943
- Total liabilities, end of year
- $4,466
- Net assets or fund balances, end of year
- $1,540,477
- Program services expenses (Part IX)
- $754,703
- Management and general expenses
- $85,922
- Fundraising expenses
- $107,519
- Program service expenses (Part III)
- $754,703
Program services were 79.6% 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
$524,241
-
3 · Investment income
total $48,571 · related or exempt $48,571
-
11a · Other revenue: OTHER INCOME
total $500 · related or exempt $500
-
11e · Other revenue, total
$500
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $475,000 · program services $345,000 · management and general $48,500 · fundraising $81,500
-
7 · Other salaries and wages
total $139,156 · program services $136,373 · management and general $1,391 · fundraising $1,392
-
9 · Other employee benefits
total $54,216 · program services $43,373 · management and general $3,795 · fundraising $7,048
-
10 · Payroll taxes
total $47,640 · program services $38,112 · management and general $3,335 · fundraising $6,193
-
11g · Fees: other
total $98,828 · program services $76,527 · management and general $20,619 · fundraising $1,682
-
13 · Office expenses
total $16,876 · program services $6,262 · management and general $1,514 · fundraising $9,100
-
16 · Occupancy
total $800 · program services $800
-
17 · Travel
total $16,681 · program services $16,681
-
19 · Conferences, conventions and meetings
total $5,065 · program services $5,065
-
23 · Insurance
total $6,444 · management and general $6,444
-
24a · Other expenses: PROJECT EXPENSES
total $51,620 · program services $51,620
-
24b · Other expenses: DUES AND SUBSCIPTIONS
total $24,727 · program services $24,727
-
24c · Other expenses: COMMUNICAIONS AND PR
total $6,444 · program services $6,444
-
24d · Other expenses: TELEPHONE
total $4,647 · program services $3,719 · management and general $324 · fundraising $604
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $955,661 · end of year $95,753
-
2 · Savings and temporary cash investments
beginning of year $376,155 · end of year $1,127,087
-
3 · Pledges and grants receivable
beginning of year $584,038 · end of year $300,000
-
9 · Prepaid expenses and deferred charges
beginning of year $12,146 · end of year $15,306
-
15 · Other assets
end of year $6,797
-
17 · Accounts payable and accrued expenses
beginning of year $12,691 · end of year $4,466
-
27 · Net assets without donor restrictions
beginning of year $915,854 · end of year $984,908
-
28 · Net assets with donor restrictions
beginning of year $999,455 · end of year $555,569
Mission and programs · 2024
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.
-
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. WE SEEK TO ADDRESS INVESTORS' INTERESTS IN OPTIMIZING THEIR PORTFOLIOS' LONG-TERM VALUE. WE DO SO THROUGH TARGETED FIELD BUILDING INITIATIVES TO ACCELERATE ADOPTION OF SYSTEM-LEVEL INVESTING.
Expenses $754,703
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
SOPHIE FARIS
COO
- Total calculated
- $172,287
- From this org
- $161,987
- From related orgs
- $0
- Other
- $10,300
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,987
- Bonus
- not reported
- Other
- not reported
- Deferred
- $10,300
- Nontaxable benefits
- not reported
- Filer's total
- $172,287
-
FREDERICK H ALEXANDER
CHIEF EXEC O
- Total calculated
- $169,200
- From this org
- $148,700
- From related orgs
- $0
- Other
- $20,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,700
- Bonus
- not reported
- Other
- not reported
- Deferred
- $20,500
- Nontaxable benefits
- not reported
- Filer's total
- $169,200
-
SARA MURPHY
CSO
- Total calculated
- $163,211
- From this org
- $151,628
- From related orgs
- $0
- Other
- $11,583
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,628
- Bonus
- not reported
- Other
- not reported
- Deferred
- $11,583
- Nontaxable benefits
- not reported
- Filer's total
- $163,211
-
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
- 3 · Form 990 of other organizations
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
- 2024
- Filed
- 10 February 2026
- IRS schema version
- 2024v5.0
- Source object
- 202630419349300013
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