Tri-State Coalition for Responsible

Montclair, NJUnknown exempt organization EIN 13-3600917Revenue $297K in FY2021Latest filing we have: 2020. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSMontclair, NJ

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The organization supports investors in aligning their mission and values with their investment approach. The organization researches and shares information on publicly traded companies in light of social justice issues, advocates for improved performance with coporations, and conducts proxy voting. Examples would include human rights, environmental concerns, racial justice, and Responsible financial practices.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-3600917) · Dispute this line
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
The latest return is for FY2021, 5 tax years back.
IRS e-file · Filing history
Spent on programs
60%
of spending
60% of spending went to programs.
Pt IX · Ln 25 · col B
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
10
of 10 voting members
10 of 10 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$297K
Spent
$70K
To programs
60%
Net assets
$0

From the FY2021 Form 990 (year ending June 2021) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $42K Management & general 40% · $28K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Tri-State Coalition for Responsible executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Aligns investments with social justice values through research, advocacy, and proxy voting.

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1 program · $42K · in their own filed words · FY2020
01

The organization researches and shares information on publicly traded companies in light of social justice issues, advocates for improved performance with corporations, and conducts proxy voting. Examples would include human rights, environmental concerns, racial justice, and responsible financial practices.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-3600917) · Dispute this line
$42Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$297K
Ln 12
Gifts and grantsLn 1h$294K
Fees for servicesLn 2g$4K
Money outPt IX
$70K
Ln 25
Programscol B$42K
Managementcol C$28K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$294K
Fees for servicesLn 2g$4K
Total revenueLn 12$297K
Assets in detailPt X, end of year
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 54
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$103K$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$107K$0
LiabilitiesLn 26$64K$0
Net assetsLn 32$44K$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$27K$13K$13K
Other salaries and wagesLn 7$22K$18K$4K
Other employee benefitsLn 9$3K$2K$941
Payroll taxesLn 10$4K$3K$1K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$6K$6K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$616$300$316
Total functional expensesLn 25$70K$42K$28K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest ViewingFiled with the IRS May 9, 2022 $297K$70K$227K$0 990 PDF

Schedules filed Part IV

I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $297,164 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $93,836$293,553
I-9 Program service revenuePrior year $144,108$3,611
I-10 Investment incomePrior year $1,200$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $239,144$297,164
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $208,731$55,596
I-16a Professional fundraising feesPrior year $920$0
I-17 Other expensesPrior year $78,442$14,169
I-18 Total expensesPrior year $288,093$69,765
I-19 Revenue less expensesPrior year −$48,949$227,399
Part VI · Governance 10 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $297,164 across 5 lines filed
VIII-1b Membership dues$28,271
VIII-1f All other contributions, gifts and grants$265,282
VIII-1h Total contributions, gifts and grants$293,553
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,611$3,611
VIII-12 Total revenueRelated to mission $3,611 · Unrelated business $0 · Excluded from tax $0$297,164
Part IX · Statement of functional expenses $69,765 across 8 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $13,375 · Management $13,375$26,750
IX-7 Other salaries and wagesPrograms $17,985 · Management $4,265$22,250
IX-9 Other employee benefitsPrograms $1,673 · Management $941$2,614
IX-10 Payroll taxesPrograms $2,549 · Management $1,433$3,982
IX-11c Accounting feesManagement $1,613$1,613
IX-11g Other fees for servicesPrograms $6,250$6,250
IX-23 InsuranceManagement $5,690$5,690
IX-24 Other expenses (24a–d)Programs $300 · Management $316$616
IX-25 Total functional expensesPrograms $42,132 · Management $27,633 · Fundraising $0$69,765
Part X · Balance sheet $0 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $102,554$0
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $4,763$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $107,317$0
X-25 Other liabilitiesStart of year $3,613$0
X-26 Total liabilitiesStart of year $63,578$0
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $0$0
X-32 Total net assets or fund balancesStart of year $43,739$0
X-33 Total liabilities and net assetsStart of year $107,317$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$297,164
XI-2 Total expenses$69,765
XI-3 Revenue less expenses$227,399
XI-4 Net assets at start of year$43,739
XI-8 Prior period adjustments−$8,553
XI-9 Other changes in net assets−$262,585
XI-10 Net assets at end of year$0

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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