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← FINANCIAL SERVICES STAKEHOLDER PROJECT

Form 990 for tax year 2022

Filed by FINANCIAL SERVICES STAKEHOLDER PROJECT.

Totals

Total revenue
$2,800,862
Total expenses
$2,125,380
Contributions and grants received
$2,744,387
Grants paid
$0
Program service revenue
$56,473
Investment income
$0
Other revenue
$2
Total assets, end of year
$2,272,340
Total liabilities, end of year
$21,139
Net assets or fund balances, end of year
$2,251,201
Program services expenses (Part IX)
$2,109,537
Management and general expenses
$15,843
Fundraising expenses
$0
Program service expenses (Part III)
$2,109,537

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,744,387

  • 2a · Program service revenue: CONSULTING AGREEMENTS

    total $56,473 · related or exempt $56,473

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2 · excluded $2

  • 11e · Other revenue, total

    $2

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $77,885 · program services $75,548 · management and general $2,337

  • 7 · Other salaries and wages

    total $1,240,901 · program services $1,240,901

  • 8 · Pension plan contributions

    total $56,526 · program services $54,830 · management and general $1,696

  • 9 · Other employee benefits

    total $236,585 · program services $229,487 · management and general $7,098

  • 10 · Payroll taxes

    total $108,342 · program services $108,155 · management and general $187

  • 11b · Fees: legal

    total $11,630 · program services $11,514 · management and general $116

  • 11c · Fees: accounting

    total $17,830 · program services $17,651 · management and general $179

  • 11g · Fees: other

    total $1,924 · program services $1,905 · management and general $19

  • 12 · Advertising and promotion

    total $11 · program services $11

  • 13 · Office expenses

    total $51,431 · program services $49,902 · management and general $1,529

  • 14 · Information technology

    total $270,680 · program services $268,400 · management and general $2,280

  • 17 · Travel

    total $67,707 · program services $67,707

  • 19 · Conferences, conventions and meetings

    total $5,260 · program services $5,260

  • 22 · Depreciation, depletion and amortization

    total $6,783 · program services $6,580 · management and general $203

  • 23 · Insurance

    total $4,980 · program services $4,831 · management and general $149

  • 24a · Other expenses: GRANTS

    total $150,000 · program services $150,000

  • 24b · Other expenses: JOB SUPPLIES

    total $57,212 · program services $57,212

  • 24c · Other expenses: CONSULTANTS

    total $15,525 · program services $15,525

  • 24d · Other expenses: LICENSES AND TAXES

    total $1,665 · program services $1,615 · management and general $50

  • 24e · All other expenses

    total -$257,497 · program services -$257,497

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,532,869 · end of year $2,169,448

  • 4 · Accounts receivable

    beginning of year $4,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,357 · end of year $80,337

  • 10a · Land, buildings and equipment: cost or other basis

    $31,693

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,138

  • 10c · Land, buildings and equipment, net

    beginning of year $2,405 · end of year $22,555

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,412 · end of year $21,139

  • 27 · Net assets without donor restrictions

    beginning of year $1,575,719 · end of year $2,251,201

Mission and programs · 2022

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.

  • 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.

    Expenses $2,109,537 · Revenue $2,800,860

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bianca Agustin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Himmelheber

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Mettler

    TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
31 August 2023
IRS schema version
2022v5.0
Source object
202332439349300648

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