Civic Intelligence

Financial Services Stakeholder Project Nfp

EIN 82-1722599 • 501(c)3 • Chicago, IL

Profile

Financial services stakeholder project, nfp was organized to conduct and distribute research studies and analysis related to the impact of financial services firms on stakeholder groups including impacts on human rights, jobs, housing, consumers and the environments.

2513 N Central Park AveChicago, IL 60647

pestakeholder.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

48%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,579,828

Up $1,481,680 (+48%) from 2023

Liabilities

Down

$27,291

Down $62,654 (-70%) from 2023

Net Assets

Up

$4,552,537

Up $1,544,334 (+51%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin42nd percentile

Revenue

Down

$3,306,355

Down $590,657 (-15%) from 2023

Expenses

Up

$3,275,360

Up $135,350 (+4.3%) from 2023

Net Income

Down

$30,995

Down $726,007 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2017: $13,684Liabilities 2017: $0Net Assets 2017: $13,6842017Assets 2018: $79,017Liabilities 2018: $02018Assets 2019: $391,087Liabilities 2019: $0Net Assets 2019: $391,0872019Assets 2020: $572,591Liabilities 2020: $0Net Assets 2020: $572,5912020Assets 2021: $1,578,131Liabilities 2021: $2,412Net Assets 2021: $1,575,7192021Assets 2022: $2,272,340Liabilities 2022: $21,139Net Assets 2022: $2,251,2012022Assets 2023: $3,098,148Liabilities 2023: $89,945Net Assets 2023: $3,008,2032023Assets 2024: $4,579,828Liabilities 2024: $27,291Net Assets 2024: $4,552,5372024

Highlighted filing

2024

Assets$4,579,828
Liabilities$27,291
Net Assets$4,552,537
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2017: $51,481Expenses 2017: $37,796Net Income 2017: $13,6852017Revenue 2018: $176,584Expenses 2018: $111,193Net Income 2018: $65,3912018Revenue 2019: $570,545Expenses 2019: $260,631Net Income 2019: $309,9142019Revenue 2020: $649,690Expenses 2020: $468,186Net Income 2020: $181,5042020Revenue 2021: $1,949,382Expenses 2021: $946,254Net Income 2021: $1,003,1282021Revenue 2022: $2,800,862Expenses 2022: $2,125,380Net Income 2022: $675,4822022Revenue 2023: $3,897,012Expenses 2023: $3,140,010Net Income 2023: $757,0022023Revenue 2024: $3,306,355Expenses 2024: $3,275,360Net Income 2024: $30,9952024

Highlighted filing

2024

Revenue$3,306,355
Expenses$3,275,360
Net Income$30,995
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,579,828
Liabilities
$27,291
Net assets
$4,552,537
Revenue
$3,306,355
Expenses
$3,275,360
Net income
$30,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.03$4.55$3.31$3.28$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.09$3.01$3.90$3.14$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.02$2.25$2.80$2.13$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$1.95$0.95$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.65$0.47$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.57$0.26$0.31
2018Summary only. Only limited summary data is available for this year.$0.08$0.00$0.18$0.11$0.07
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.05$0.04$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 31, 2023
Return Version
2022v5.0
Gross Receipts
$2,800,862
Mission and Program Overview

Mission

Financial services stakeholder project, nfp was organized to conduct and distribute research studies and analysis related to the impact of financial services firms on stakeholder groups including impacts on human rights, jobs, housing, consumers and the environments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,532,869$2,169,448▲ $636,579
Prepaid Expenses and Deferred Charges$38,357$80,337▲ $41,980
Land, Buildings, and Equipment, Net$2,405$22,555▲ $20,150
Accounts Receivable$4,500--
Total Assets$1,578,131$2,272,340▲ $694,209
Liabilities
Accounts Payable and Accrued Expenses$2,412$21,139▲ $18,727
Total Liabilities$2,412$21,139▲ $18,727
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,575,719$2,251,201▲ $675,482
Total Net Assets Fund Balance$1,575,719$2,251,201▲ $675,482
Total Liabilities and Net Assets / Fund Balance$1,578,131$2,272,340▲ $694,209

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,083$6,610$18,693
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bianca AgustinDirector
Sarah HimmelheberSecretary
Michael MettlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,744,387
Program Service Revenue
$56,473
Investment Income
$0
Other Revenue
$2
All Other Contributions
$2,744,387
Change in Net Assets
$675,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,800,862
Total Revenue per Audited Statements
$2,800,862
Total Revenue per Form 990
$2,800,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,720,239
Other Expenses$405,141
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,240,901--$1,240,901
Information Technology$268,400$2,280-$270,680
Other Employee Benefits$229,487$7,098-$236,585
Payroll Taxes$108,155$187-$108,342
Current Officers, Directors, Trustees, and Key Employees$75,548$2,337-$77,885
Travel$67,707--$67,707
Pension Plan Contributions$54,830$1,696-$56,526
Office Expenses$49,902$1,529-$51,431
Fees for Services Accounting$17,651$179-$17,830
Fees for Services Legal$11,514$116-$11,630
Depreciation Depletion$6,580$203-$6,783
Conferences and Meetings$5,260--$5,260
Insurance$4,831$149-$4,980
Fees for Services Other$1,905$19-$1,924
Other Expenses$1,615$50-$1,665
Advertising$11--$11
All Other Expenses$-257,497--$-257,497
Total Functional Expenses$2,109,537$15,843$0$2,125,380

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,125,380
Total Expenses per Audited Statements$2,125,380
Total Expenses per Form 990$2,125,380
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The completed 990 is reviewed by the board of directors”

Form 990, Page 6, Part VI, Line 12C

“Board members and employees sign the conflict of interest policy annually.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's salary is approved by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“The executive director's salary is approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Copies of documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Financial Services Stakeholder
EIN
82-1722599
Phone
3129330230
Address
2513 N CENTRAL PARK AVE, CHICAGO, IL 60647
Doing Business As
Private Equity Stakeholder Project

Signing Officer

Name
Jim Baker
Title
President
Phone
3129330230
Signed
2023-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Baker
Formed
2017
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
22
Volunteers
22

Preparer

Firm
Broutman & Co Pc
Address
200 N DEARBORN ST UNIT 3307, CHICAGO, IL 60601
Preparer
David Broutman
Phone
3123570700
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Financial services stakeholder project, nfp was organized to conduct and distribute research studies and analysis related to the impact of financial services firms on stakeholder groups including impacts on human rights, jobs, housing, consumers and the environments.”

Raw XML Appendix396 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/RevenueSubtotalAmt02800862
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IRS990ScheduleD/TotalRevenuePerForm990Amt02800862
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCIAL SERVICES STAKEHOLDER PROJECT, NFP WAS ORGANIZED TO CONDUCT AND DISTRIBUTE RESEARCH STUDIES AND ANALYSIS RELATED TO THE IMPACT OF FINANCIAL SERVICES FIRMS ON STAKEHOLDER GROUPS INCLUDING IMPACTS ON HUMAN RIGHTS, JOBS, HOUSING, CONSUMERS AND THE ENVIRONMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED 990 IS REVIEWED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TravelGrp/TotalAmt067707
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03129330230
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL SERVICES STAKEHOLDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROJECT NFP
ReturnHeader/Filer/BusinessNameControlTxt0FINA
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ReturnHeader/Filer/PhoneNum03129330230
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363665717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROUTMAN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 N DEARBORN ST UNIT 3307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03123570700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BROUTMAN
ReturnHeader/ReturnTs02023-08-31T11:53:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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