Financial Services Stakeholder Project
- Assets
- $1.6m
- Revenue
- $1.9m
- Investments
- $0.0
- Employees
- 12
- Location
- Chicago, IL
- Founding
- 08/2017
- Data as of
- 12/2021
- EIN
- 82-1722599
Organization Overview
Financial Services Stakeholder Project, operating under the name Private Equity Stakeholder Project, is located in Chicago, IL. The organization was established in 2017. According to its NTEE Classification (S05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2021, Private Equity Stakeholder Project employed 12 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Private Equity Stakeholder Project is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Private Equity Stakeholder Project generated $1.9m in total revenue. All expenses for the organization totaled $946.3k during the year ending 12/2021. While expenses have increased by 90.4% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jim Baker President | Officer | 40 | $75,000 |
Sarah Himmelheber Secretary | Officer | $0 | |
Michael Mettler Treasurer | Officer | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,848,293 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,848,293 |
| Total Program Service Revenue | $101,089 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,949,382 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $75,000 |
| Compensation of current officers, directors, key employees. | $2,250 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $543,103 |
| Pension plan accruals and contributions | $27,190 |
| Other employee benefits | $126,580 |
| Payroll taxes | $52,570 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,126 |
| Fees for services: Accounting | $16,837 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $38,120 |
| Advertising and promotion | $0 |
| Office expenses | $10,773 |
| Information technology | $90,274 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,548 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,008 |
| Insurance | $3,933 |
| All other expenses | $0 |
| Total functional expenses | $946,254 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,532,869 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $42,857 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $2,405 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,578,131 |
| Accounts payable and accrued expenses | $2,412 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,412 |
| Net assets without donor restrictions | $1,575,719 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,578,131 |
Grants Recieved
Over the last fiscal year, we have identified 10 grants that Financial Services Stakeholder Project has recieved totaling $1,221,293.
| Awarding Organization | Amount |
|---|---|
Robert Wood Johnson Foundation Princeton, NJ PURPOSE: 78586 EXAMINING PRIVATE EQUITY'S ROLE IN AFFORDABL | $200,000 |
Robert Wood Johnson Foundation Princeton, NJ PURPOSE: 78586 EXAMINING PRIVATE EQUITY'S ROLE IN AFFORDABL | $200,000 |
Laura And John Arnold Foundation Houston, TX PURPOSE: TO RESEARCH AND TRACK PRIVATE EQUITY'S EXPANSION INTO HEALTH CARE. | $176,293 |
United States Energy Foundation San Francisco, CA PURPOSE: TO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN, AFFORDABLE ENERGY THAT PROTECTS PUBLIC HEALTH. | $150,000 |
Omidyar Network Fund Inc Redwood City, CA PURPOSE: GENERAL OPERATING SUPPORT | $120,000 |
The Jpb Foundation New York, NY PURPOSE: TRACKING AND CHALLENGING EVICTIONS BY CORPORATE LANDLORDS | $100,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Metals Service Center Institute Rolling Meadows, IL | $26,582,300 | $7,361,325 |
City Tech Collaborative Highland Park, IL | $367,085 | $1,231,737 |
Uwm Research Foundation Inc Milwaukee, WI | $4,481,641 | $1,769,513 |
Financial Services Stakeholder Project Chicago, IL | $1,578,131 | $1,949,382 |
Research Chefs Association Chicago, IL | $110,877 | $1,171,129 |
Bi-State Development Research Institute St Louis, MO | $0 | $23,375 |
Defense Industry Initiative On Business Ethics & Conduct Chicago, IL | $1,067,245 | $351,815 |
Chicago Blend Group Chicago, IL | $33,894 | $126,227 |
Black Researchers Collective Chicago, IL | $184,644 | $286,245 |
Quad City Manufacturing Laboratory Rock Island, IL | $132,811 | $106,988 |
Whiteman Area Leadership Council Warrensburg, MO | $52,868 | $0 |
Legatus Milwaukee, WI | $60,631 | $0 |