Civic Intelligence

Financial Services Stakeholder Project

990 • Fiscal year 2021 • EIN 82-1722599

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$75,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

96th percentile

176%

Faster asset growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

200%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,578,131

Up $1,005,540 (+176%) from 2020

Net Assets

Up

$1,575,719

Up $1,003,128 (+175%) from 2020

Liabilities

Up

$2,412

Up $2,412 from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

Up

$1,949,382

Up $1,299,692 (+200%) from 2020

Expenses

Up

$946,254

Up $478,068 (+102%) from 2020

Net Income

Up

$1,003,128

Up $821,624 (+453%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2021

Assets$1,578,131
Liabilities$2,412
Net Assets$1,575,719
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$1,949,382
Expenses$946,254
Net Income$1,003,128
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$1,949,382
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$570,911$1,532,869▲ $961,958
Accounts Receivable-$42,857-
Land, Buildings, and Equipment, Net$1,680$2,405▲ $725
Total Assets$572,591$1,578,131▲ $1,005,540
Liabilities
Accounts Payable and Accrued Expenses-$2,412-
Total Liabilities$0$2,412▲ $2,412
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$572,591$1,575,719▲ $1,003,128
Total Net Assets Fund Balance$572,591$1,575,719▲ $1,003,128
Total Liabilities and Net Assets / Fund Balance$572,591$1,578,131▲ $1,005,540

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,405$2,355$4,760
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jim BakerPresidentFT$75,000$75,000

Board Members and Trustees

NameTitle
Sarah HimmelheberSecretary
Michael MettlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,848,293
Program Service Revenue
$101,089
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,848,293
Change in Net Assets
$1,003,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,949,382
Total Revenue per Audited Statements
$1,949,382
Total Revenue per Form 990
$1,949,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$824,443
Other Expenses$121,811
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$543,103--$543,103
Other Employee Benefits$122,783$3,797-$126,580
Information Technology$89,375$899-$90,274
Current Officers, Directors, Trustees, and Key Employees$72,750$2,250-$75,000
Payroll Taxes$52,390$180-$52,570
Fees for Services Other$38,120--$38,120
Pension Plan Contributions$26,374$816-$27,190
Fees for Services Accounting$16,620$217-$16,837
Office Expenses$10,454$319-$10,773
Insurance$3,815$118-$3,933
Conferences and Meetings$3,548--$3,548
Fees for Services Legal$2,126--$2,126
Depreciation Depletion$1,008--$1,008
Other Expenses$-68,257$7-$-68,257
Total Functional Expenses$937,651$8,603$0$946,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$946,254
Total Expenses per Audited Statements$946,254
Total Expenses per Form 990$946,254
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
2022-05-13
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
12

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 - 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.”

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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/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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FINANCIAL SERVICES STAKEHOLDER ACTI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0ACTION NFP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0821727600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SOCIAL WEL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02513 N CENTRAL PARK AVE
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/InvolvedAmt068257
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/TotalAssetsBOYAmt0572591
IRS990/TotalAssetsEOYAmt01578131
IRS990/TotalAssetsGrp/BOYAmt0572591
IRS990/TotalAssetsGrp/EOYAmt01578131
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01848293
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08603
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0937651
IRS990/TotalFunctionalExpensesGrp/TotalAmt0946254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02412
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02412
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0572591
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01575719
IRS990/TotalProgramServiceExpensesAmt0937651
IRS990/TotalProgramServiceRevenueAmt0101089
IRS990/TotalReportableCompFromOrgAmt075000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0101089
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01949382
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0572591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01578131
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/SignatureDt02022-05-13
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/PreparationDt02022-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BROUTMAN
ReturnHeader/ReturnTs02022-07-13T06:08:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,578,131
Liabilities
$2,412
Net assets
$1,575,719
Revenue
$1,949,382
Expenses
$946,254
Net income
$1,003,128
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
2021Detailed filing. Detailed filing data is available for this year.$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