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← FINANCIAL SERVICES STAKEHOLDER PROJECT

Form 990 for tax year 2024

Filed by FINANCIAL SERVICES STAKEHOLDER PROJECT.

Totals

Total revenue
$3,306,355
Total expenses
$3,275,360
Contributions and grants received
$3,301,080
Grants paid
$40,000
Program service revenue
$5,275
Investment income
$0
Other revenue
$0
Total assets, end of year
$4,579,828
Total liabilities, end of year
$27,291
Net assets or fund balances, end of year
$4,552,537
Program services expenses (Part IX)
$2,883,559
Management and general expenses
$260,073
Fundraising expenses
$131,728
Program service expenses (Part III)
$2,883,559

Program services were 88.0% 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

    $3,301,080

  • 2a · Program service revenue: CONSULTING AGREEMENTS

    total $5,275 · related or exempt $5,275

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,000 · program services $40,000

  • 5 · Compensation of officers, directors and key employees

    total $231,446 · program services $205,757 · management and general $17,440 · fundraising $8,249

  • 7 · Other salaries and wages

    total $1,827,448 · program services $1,624,614 · management and general $137,704 · fundraising $65,130

  • 8 · Pension plan contributions

    total $100,260 · program services $89,599 · management and general $7,165 · fundraising $3,496

  • 9 · Other employee benefits

    total $371,915 · program services $332,367 · management and general $26,580 · fundraising $12,968

  • 10 · Payroll taxes

    total $162,812 · program services $144,741 · management and general $12,268 · fundraising $5,803

  • 11b · Fees: legal

    total $29,077 · program services $21,447 · management and general $7,249 · fundraising $381

  • 11c · Fees: accounting

    total $31,673 · program services $23,361 · management and general $7,897 · fundraising $415

  • 11g · Fees: other

    total $118,997 · program services $95,340 · management and general $21,862 · fundraising $1,795

  • 13 · Office expenses

    total $29,366 · program services $26,020 · management and general $2,528 · fundraising $818

  • 14 · Information technology

    total $191,330 · program services $184,180 · management and general $4,273 · fundraising $2,877

  • 16 · Occupancy

    total $3,527 · program services $3,410 · management and general $79 · fundraising $38

  • 17 · Travel

    total $117,149 · program services $103,905 · management and general $10,683 · fundraising $2,561

  • 19 · Conferences, conventions and meetings

    total $3,000 · program services $2,930 · management and general $47 · fundraising $23

  • 22 · Depreciation, depletion and amortization

    total $11,794 · program services $10,503 · management and general $870 · fundraising $421

  • 23 · Insurance

    total $10,640 · program services $9,478 · management and general $782 · fundraising $380

  • 24a · Other expenses: COMMUNICATIONS

    total $99,177 · program services $97,245 · management and general $699 · fundraising $1,233

  • 24b · Other expenses: FUNDRAISING

    total $25,250 · program services $647 · fundraising $24,603

  • 24c · Other expenses: RESEARCH

    total $2,470 · program services $2,470

  • 24d · Other expenses: EXPENSE REIMBURSEMENTS

    total -$142,900 · program services -$142,900

  • 24e · All other expenses

    total $10,929 · program services $8,445 · management and general $1,947 · fundraising $537

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,039,791 · end of year $3,737,833

  • 3 · Pledges and grants receivable

    end of year $800,056

  • 4 · Accounts receivable

    end of year $23,113

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,982

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

    $46,542

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

    $27,716

  • 10c · Land, buildings and equipment, net

    beginning of year $19,375 · end of year $18,826

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,945 · end of year $27,291

  • 27 · Net assets without donor restrictions

    beginning of year $3,008,203 · end of year $4,552,537

Mission and programs · 2024

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 ENVIRONMENT.

  • CONDUCTING AND DISTRIBUTING 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 ENVIRONMENT

    Expenses $2,883,559 · Grants $40,000 · Revenue $5,275

As filed on the 2024 return.

Listed in Part VII

  • Jim Baker

    PRESIDENT

    Total calculated
    $104,000
    From this org
    $104,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Bianca Agustin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Mettler

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Aliya Glenn

    DIRECTOR OF OPERATIONS

    Total calculated
    $127,446
    From this org
    $127,446
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Alyssa Giachino

    INVESTOR ENGAGEMENT DIRECTOR

    Total calculated
    $126,401
    From this org
    $126,401
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jordan Ash

    HOUSING DIRECTOR

    Total calculated
    $122,720
    From this org
    $122,720
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Justin Flores

    LABOR AND JOBS DIRECTOR

    Total calculated
    $116,800
    From this org
    $116,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Eileen O'Grady

    DIRECTOR OF PROGRAMS

    Total calculated
    $114,400
    From this org
    $114,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

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
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202523159349304262

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