THE SHAREHOLDER COMMONS

NORTHAMPTON, MA, 01060 (302) 485-0497 Est. 2019 EIN 84-3285119

W01— Public & Societal Benefit Form 990 501(c)(3)

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.

Financials

Total Revenue

$573,312

Total Expenses

$948,144

Net Assets

$1,540,477

5 employees

From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve

19.5 months Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↓ 59.5%

Expenses ↑ 27.4%

Revenue Sources

Contributions 91.4% Investment 8.5%

Expense Breakdown

Program 79.6% Management 9.1% Fundraising 11.3%

Officers & Key Employees (8)

We treat individual compensation with extra care. Named amounts are on Grow plans.

Grants Received (6)

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Filing History (5 filings)

Year	Revenue	Expenses	Net Assets
2024 Form 990	$573,312 ↓	$948,144	$1,540,477
2023 Form 990	$1,417,262 ↑	$744,182	$1,915,309
2022 Form 990	$1,064,394 ↓	$774,014	$1,242,229
2021 Form 990	$1,453,696 ↑	$660,841	$951,849
2020 Form 990	$491,495	$350,310	$158,993