Nonprofit · EIN 84-3285119
THE SHAREHOLDER COMMONS INC
Tax-exempt · NORTHAMPTON, MA 01060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $573,312 | $948,144 | -$374,832 | $1,544,943 | $4,466 | $1,540,477 |
| June 30, 2024 | 990 | $1,417,262 | $744,182 | $673,080 | $1,928,000 | $12,691 | $1,915,309 |
| June 30, 2023 | 990 | $1,064,394 | $774,014 | $290,380 | $1,275,891 | $33,662 | $1,242,229 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $524,241
- Program service revenue
- $0
- Investment income
- $48,571
- Other revenue
- $500
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $475,000
- Other salaries and wages
- $139,156
- Salaries, compensation and benefits (total)
- $716,012
- Professional fundraising fees
- $0
- Occupancy
- $800
- Travel
- $16,681
- Program services (functional)
- $754,703
- Management and general (functional)
- $85,922
- Fundraising (functional)
- $107,519
Balance sheet and other
- Total assets, start of year
- $1,928,000
- Total assets, end of year
- $1,544,943
- Total liabilities, end of year
- $4,466
- Net assets, end of year
- $1,540,477
- Net assets without donor restrictions
- $984,908
- Net assets with donor restrictions
- $555,569
- Gross receipts
- $573,312
- Employees
- 5
- Year formed
- 2019
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SOPHIE FARIS | COO Officer | 40 | $161,987 | $10,300 |
| FREDERICK H ALEXANDER | CHIEF EXEC O Officer | 40 | $148,700 | $20,500 |
| SARA MURPHY | CSO Officer | 40 | $151,628 | $11,583 |
| ARIANE CHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSHEELA PERES DA COSTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HOEPPNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHEA KELSICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON LUKOMNIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FREDERICK ALEXANDER | CHIEF EXEC O Trustee or director, Officer | 40 | $141,000 | $11,050 |
| SOPHIE FARIS | CHEIF OPER O Officer | 40 | $141,000 | $11,050 |
| SARA MURPHY | CSO Highest-paid employee | 40 | $141,000 | $5,450 |
| ARIANE CHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSHEELA PERES DA COSTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HOEPPNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHEA KELSICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON LUKOMNIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARA MURPHY | CSO Highest-paid employee | 40 | $125,857 | $11,050 |
| FREDERICK ALEXANDER | CHIEF EXEC O Trustee or director, Officer | 40 | $124,614 | $11,050 |
| SOPHIE FARIS | CHIEF OPER O Officer | 40 | $125,883 | $5,450 |
| ARIANE CHAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN HOEPPNER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANTHEA KELSICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JON LUKOMNIK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUSHEELA PERES DE COSTA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 32 ADARE PL, NORTHAMPTON, MA 01060-1602
- In care of
- % FREDERICK H ALEXANDER
- Mailing address (990-N for 2019)
- PO BOX 7545, WILMINGTON DE 198030545
- Principal officer (990 for 2024)
- FREDERICK H ALEXANDER
- Principal officer (990-N for 2019)
- RICK ALEXANDER, 108 SORREL DRIVE, WILMINGTON DE 19803
- Signed the 990
- SOPHIE FARIS, COO
- Phone
- (302) 485-0497
- Return prepared by
- BARATZ & ASSOCIATES PA
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 84-3285119
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W01)
- Assets (IRS master file)
- $1,544,943
- Income (IRS master file)
- $573,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $573,312 | $948,144 | $1,544,943 | XML |
| 990 | June 2024 | $1,417,262 | $744,182 | $1,928,000 | XML |
| 990 | June 2023 | $1,064,394 | $774,014 | $1,275,891 | XML |
| 990 | June 2022 | $1,453,696 | $660,841 | $953,532 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: RICK ALEXANDER | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-3285119).
Questions about THE SHAREHOLDER COMMONS INC
- What is the EIN of THE SHAREHOLDER COMMONS INC?
- The employer identification number (EIN) of THE SHAREHOLDER COMMONS INC is 84-3285119.
- Is THE SHAREHOLDER COMMONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to THE SHAREHOLDER COMMONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SHAREHOLDER COMMONS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SHAREHOLDER COMMONS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SHAREHOLDER COMMONS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE SHAREHOLDER COMMONS INC?
- The 990 for the year ended June 30, 2025 names FREDERICK H ALEXANDER.
- Who are the officers and directors of THE SHAREHOLDER COMMONS INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 3 received compensation from the organization, the highest $161,987 (SOPHIE FARIS, COO).
- How much revenue does THE SHAREHOLDER COMMONS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $573,312, expenses of $948,144 and total assets of $1,544,943 at year end.
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