B Impact Report

Abacus Wealth Partners, LLC

  • ( > 80 out of 200 is eligible for certification as a B Corporation )
  • ( > 60% points available is an Area of Excellence )

2010 Rating: 88.2

Rating Details Points
Earned
% Points
Available
Accountability Area of Excellence* 9.5 64 %
Governance 5.3 67 %
Transparency 4.2 60 %
Employees 33.8 58 %
Compensation & Benefits 19.4 54 %
Employee Ownership 7.5 63 %
Work Environment 6.8 66 %
Consumers 18.4 33 %
Benefit Products or Services 18.4 33 %
Community 16.9 38 %
Suppliers 2.1 41 %
Local 5.6 40 %
Diversity 1.6 12 %
Charity / Services 7.7 59 %
Environment 9.6 48 %
Facilities 9 64 %
Energy Usage 0.5 9 %
Supply Chain n/a n/a
Manufacturing n/a n/a
Total 88.2 48%

2007 Rating: 90.7

Rating Details Points
Earned
% Points
Available
Accountability Area of Excellence* 13 76 %
Governance / Accountability 9.7 92 %
Transparency / Reporting 3.2 50 %
Fair Trade / Supplier Code of Conduct n/a n/a
Employees Area of Excellence* 36 68 %
Compensation & Benefits 16.9 69 %
Employee Ownership 1.1 11 %
Work Environment 18.1 98 %
Consumers 16.6 34 %
Beneficial Products / Services 14.6 75 %
Beneficial Method of Production / Impact 1.9 10 %
Serving those in Need 0 0 %
Community 18.2 29 %
Local 5.3 36 %
Diversity / Broad Ownership 4.9 25 %
Charity / Direct Service 8 27 %
Environment 6.9 38 %
Corporate Offices 6.9 38 %
Transportation / Distribution n/a n/a
Manufacturing Facilities n/a n/a
Total 90.7 49%

Abacus Wealth Partners, LLC

Founding B Corporation

Certified: October 2007

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Company Profile

  • Date Founded: January 2004
  • Location: Philadelphia, Pennsylvania
  • Sector: Service/Retail
  • Industry: Investment Advisor
  • Products/Services: Financial
  • Corporate Structure: Limited Liability Company
  • Ownership: Private
  • Website: http://www.abacuswealth.com

Highlights:

Environment: >51% office supplies come from recycled materials, >50% facilities near public transit, >50% carbon inventory offset

Employees: 100% employees reimbursed for Continuing Education, All employees paid a living wage, >6% of net profits included in profit sharing plan, >50% individual/family health insurance premiums covered

Community: >50% ownership in same community as 2/3 workforce, >50% employees are women, >75% employees take time off for community service, >5% net profits given to charitable organizations