THE SHAREHOLDER COMMONS (EIN 843285119) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

FREDERICK H ALEXANDER

Phone

3024850497

Tax Period

2024-07-01 to 2025-06-30

THE SHAREHOLDER COMMONS, founded in 2019, is a small nonprofit in the Public & Societal Benefit sector that reported $573K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $948K exceeded revenue, resulting in a 65% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $524,241

Program Service Revenue $0

Investment Income $48,571

Other Revenue $500

TOTAL REVENUE $573,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $716,012

Fundraising Expenses $107,519

Program Expenses $754,703

Other Expenses $232,132

TOTAL EXPENSES $948,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$573,312	$1,417,262	-0.6%
Expenses	$948,144	$744,182	+0.3%
Net Income	$-374,832	$673,080	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$504,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOPHIE FARIS	COO	40.00	Officer	$161,987	$10,300	$172,287
FREDERICK H ALEXANDER	CHIEF EXEC O	40.00	Officer	$148,700	$20,500	$169,200
SARA MURPHY	CSO	40.00	Officer	$151,628	$11,583	$163,211
ARIANE CHAN	DIRECTOR	1.00	Director	$0	$0	$0
SUSHEELA PERES DA COSTA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOEPPNER	DIRECTOR	1.00	Director	$0	$0	$0
ANTHEA KELSICK	DIRECTOR	1.00	Director	$0	$0	$0
JON LUKOMNIK	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$573,312	$948,144	$1,544,943	$-374,832
2024	$1,417,262	$744,182	$1,928,000	$673,080
2023	$1,064,394	$774,014	$1,275,891	$290,380
2022	$1,453,696	$660,841	$953,532	$792,855
2021	$491,495	$350,310	$170,934	$141,185

THE SHAREHOLDER COMMONS