Civic Intelligence

Financial Services Stakeholder Project

990 • Fiscal year 2019 • EIN 82-1722599

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2021

Organization ProfilePESTAKEHOLDER.ORG

View Organization Page

2513 N Central Park AveChicago, IL 60647

(312) 933-0230

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$64,471

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

98th percentile

395%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

223%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$391,087

Up $312,070 (+395%) from 2018

Net Assets

$391,087

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin92nd percentile

Revenue

Up

$570,545

Up $393,961 (+223%) from 2018

Expenses

Up

$260,631

Up $149,438 (+134%) from 2018

Net Income

Up

$309,914

Up $244,523 (+374%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$391,087
Liabilities$0
Net Assets$391,087
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$570,545
Expenses$260,631
Net Income$309,914
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2021
Return Version
2019v5.0
Gross Receipts
$570,545
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$80,869$378,903▲ $298,034
Prepaid Expenses and Deferred Charges-$10,288-
Land, Buildings, and Equipment, Net-$1,592-
Total Assets$81,173$391,087▲ $309,914
Other Assets Total$304$304→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$81,173$391,087▲ $309,914
Total Net Assets Fund Balance$81,173$391,087▲ $309,914
Total Liabilities and Net Assets / Fund Balance$81,173$391,087▲ $309,914
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jim BakerPresidentFT$64,471$64,471

Board Members and Trustees

NameTitle
Sarah HimmelheberSecretary
Michael MettlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$423,000
Program Service Revenue
$147,545
Investment Income
$0
Other Revenue
$0
All Other Contributions
$423,000
Change in Net Assets
$309,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$570,545
Total Revenue per Audited Statements
$570,545
Total Revenue per Form 990
$570,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$159,018
Other Expenses$101,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,464--$65,464
Current Officers, Directors, Trustees, and Key Employees$62,537$1,934-$64,471
Information Technology$27,834--$27,834
Travel$27,072--$27,072
Other Employee Benefits$17,359$537-$17,896
Fees for Services Other$14,430--$14,430
Office Expenses$10,918$336-$11,254
Payroll Taxes$11,032$155-$11,187
Advertising$7,895--$7,895
Insurance$3,164$98-$3,262
Conferences and Meetings$878--$878
Other Expenses$388$12-$400
Occupancy$339$11-$350
Depreciation Depletion$337--$337
All Other Expenses$295$3-$298
Total Functional Expenses$257,506$3,125$0$260,631

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$260,631
Total Expenses per Audited Statements$260,631
Total Expenses per Form 990$260,631
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
Yes
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
2021-07-01
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
3

Preparer

Firm
Broutman & Co Pc
Address
200 N DEARBORN ST APT 3307, CHICAGO, IL 60601-1626
Preparer
David Broutman
Phone
3123570700
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“This return is being amended because of an audit.”

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.”

Form 990, Page 12, Part XII, Line 1

“The organization changed its accounting method from cash to accrual.”

Raw XML Appendix390 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS RETURN IS BEING AMENDED BECAUSE OF AN AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL 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/ExplanationTxt2THE COMPLETED 990 IS REVIEWED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS AND EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES OF DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION CHANGED ITS ACCOUNTING METHOD FROM CASH TO ACCRUAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 12, PART XII, LINE 1
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0ACTION NFP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0821727600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SOCIAL WEL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060647
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013626
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PCT OF TIME, ACTUAL COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FINANCIAL SERVICES STAKEHOLDER ACTI
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0ACTION NFP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt081173
IRS990/TotalAssetsEOYAmt0391087
IRS990/TotalAssetsGrp/BOYAmt081173
IRS990/TotalAssetsGrp/EOYAmt0391087
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0423000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03125
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257506
IRS990/TotalFunctionalExpensesGrp/TotalAmt0260631
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt081173
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0391087
IRS990/TotalProgramServiceExpensesAmt0257506
IRS990/TotalProgramServiceRevenueAmt0147545
IRS990/TotalReportableCompFromOrgAmt064471
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0147545
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0570545
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt081173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0391087
IRS990/TravelGrp/ProgramServicesAmt027072
IRS990/TravelGrp/TotalAmt027072
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02513 N CENTRAL PARK AVE
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060647
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0PESTAKEHOLDER.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03129330230
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL SERVICES STAKEHOLDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROJECT NFP
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0821722599
ReturnHeader/Filer/PhoneNum03129330230
ReturnHeader/Filer/USAddress/AddressLine1Txt02513 N CENTRAL PARK AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060647
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363665717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROUTMAN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 N DEARBORN ST APT 3307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606011626
ReturnHeader/PreparerPersonGrp/PhoneNum03123570700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BROUTMAN
ReturnHeader/ReturnTs02021-07-14T12:21:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,087
Liabilities
$0
Net assets
$391,087
Revenue
$570,545
Expenses
$260,631
Net income
$309,914
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
2019Detailed filing. Detailed filing data is available for this year.$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