2026-02-10T09:59:52-05:00 2025-06-30 222212404 BARATZ & ASSOCIATES PA 4B EVES DR STE 100 MARLTON NJ 08053 990 2024-07-01 843285119 THE SHAREHOLDER COMMONS SHAR 3024850497 32 ADARE PLACE NORTHAMPTON MA 01060 SOPHIE FARIS COO 3025930917 2026-02-10 true true RYAN DOWDELL CPA P01747196 8569855688 2026-02-10 2024 2025-03-06 01:10:19Z FREDERICK H ALEXANDER 573312 false X HTTPS://THESHAREHOLDERCOMMONS.COM X 2019 MA 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. 6 5 5 0 1387806 524241 0 29456 48571 500 1417262 573312 0 0 533796 716012 0 107519 210386 232132 744182 948144 673080 -374832 1928000 1544943 12691 4466 1915309 1540477 X 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. false false 754703 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. 754703 true true false false false false false false false false false false false false false true true false false false true false false false false false false false false true false false false false false false false false false false false false false false false false false true 7 0 5 true false false false false false false false false X 6 5 false false false false false false false true true false false true true true true true true true true false CA NY MA X X MANAGEMENT 3025930917 32 ADARE PLACE NORTHAMPTON MA 01060 SOPHIE FARIS COO 40.00 X 161987 0 10300 FREDERICK H ALEXANDER CHIEF EXEC O 40.00 X 148700 0 20500 SARA MURPHY CSO 40.00 X 151628 0 11583 ARIANE CHAN DIRECTOR 1.00 X 0 0 0 SUSHEELA PERES DA COSTA DIRECTOR 1.00 X 0 0 0 JOHN HOEPPNER DIRECTOR 1.00 X 0 0 0 ANTHEA KELSICK DIRECTOR 1.00 X 0 0 0 JON LUKOMNIK DIRECTOR 1.00 X 0 0 0 462315 42383 3 false true false 524241 524241 48571 48571 OTHER INCOME 500 500 500 573312 49071 X 475000 345000 48500 81500 139156 136373 1391 1392 54216 43373 3795 7048 47640 38112 3335 6193 98828 76527 20619 1682 16876 6262 1514 9100 800 800 16681 16681 5065 5065 6444 6444 PROJECT EXPENSES 51620 51620 DUES AND SUBSCIPTIONS 24727 24727 COMMUNICAIONS AND PR 6444 6444 TELEPHONE 4647 3719 324 604 948144 754703 85922 107519 955661 95753 376155 1127087 584038 300000 12146 15306 6797 1928000 1544943 12691 4466 12691 4466 X 915854 984908 999455 555569 1915309 1540477 1928000 1544943 -374832 X false true X true false X 384650 1378996 1014202 1387606 524241 4689695 384650 1378996 1014202 1387606 524241 4689695 2996444 1693251 82 487 5437 29456 48571 84033 2809 500 3309 4777037 48571 0.35450 0.39040 X PART II, LINE 10 3,309 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 604362 31050 31050 573312 573312 979194 31050 31050 948144 948144 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS ADOPTED THE CURRENT ACCOUNTING PRINCIPLES FOR UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE EVALUATION OF TAX POSITIONS TAKEN ON ITS INCOME TAX RETURNS AND RECOGNIZING A TAX ASSET OR LIABILITY IF THE POSITION WOULD NOT BE SUSTAINED UNDER AUDIT. THE ORGANIZATION'S POLICY IS TO RECORD INTEREST AND PENALTIES FROM TAX EXAMINATIONS AS INCOME TAXES. FOR FEDERAL TAX PURPOSES, THE RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION THREE YEARS AFTER THEY ARE FILED. false false false false false false false X false false false false false false false false false SOPHIE FARIS COO 161987 10300 172287 FREDERICK H ALEXANDER CHIEF EXEC OFFICER 148700 20500 169200 SARA MURPHY CSO 151628 11583 163211 FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 REVIEWED BY DIRECTORS AT THEIR BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION BEGAN REVIEWING AND SHARING THE POLICY ANNUALLY WITH THE EMPLOYEES AND THE INDEPENDENT BOARD. EACH MEMBER OF BOTH GROUPS IS ASKED TO ACKNOWLEDGE RECEIPT AND UNDERSTANDING ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A SHAREHOLDER COMMONS OBTAINED COMPENSATION DATA FOR FIVE PEER ORGANIZATIONS, PULLING COMPENSATION FOR THE THREE MOST HIGHLY COMPENSATED INDIVIDUALS INCLUDING THE CEO. THE DATA AND FINDINGS WERE COMPILED AND PRESENTED ALONGSIDE STAFF COMPENSATION DATA AT BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 15B SEE ANSWER TO PART VI, LINE 15A FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 13,524 20,619 1,682 SUBCONTRACTORS 63,003 0 0 TOTAL 76,527 20,619 1,682