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.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$64K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2019 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $493K a year · 22% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$64K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
17 mo
of spending, in cash
Looks good: 17.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $2.0M
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$571K
Spent
$261K
To programs
99%
Net assets
$391K
By yearFY2019–FY2024
Revenue
$571K
FY2019
Tap a bar for its year
Revenue by fiscal year
FY2019$571K
FY2020$650K
FY2021$1.9M
FY2022$2.8M
FY2023$3.9M
FY2024$3.3M
Expenses
$261K
FY2019
Tap a bar for its year
Expenses by fiscal year
FY2019$261K
FY2020$468K
FY2021$946K
FY2022$2.1M
FY2023$3.1M
FY2024$3.3M
Net assets
$391K
FY2019
Tap a bar for its year
Net assets by fiscal year
FY2019$391K
FY2020$573K
FY2021$1.6M
FY2022$2.3M
FY2023$3.0M
FY2024$4.6M

From the FY2019 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2019 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $258K Management & general 1% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $64K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$64,471Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Aliya Glenn’s $127K as Director of Operations is at the 34th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2021FY2020FY2019
Aliya Glenn$127,446————
Alyssa Giachino$126,401————
Jordan Ash$122,720————
Justin Flores$116,800————
Eileen O'Grady$114,400————
Jim Baker$104,000$102,691$75,000$77,885$64,471

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Financial Services Stakeholder Project executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Researches and shares findings on how financial firms affect human rights, jobs, housing, consumers, and the environment.

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Provided by the organization

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1 program · $258K · in their own filed words · FY2019
01

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.

$258Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 2 grants · $40K · 2024–2024

By the numbers

The FY2019 990, line by line.

1The main four
Money inPt VIII
$571K
Ln 12
Gifts and grantsLn 1h$423K
Fees for servicesLn 2g$148K
Money outPt IX
$261K
Ln 25
Programscol B$258K
Managementcol C$3K
Owns and owesPt X
$391K
net assets · Ln 32
Cash and savingsLn 1–2$379K
Total assetsLn 16$391K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$423K
Fees for servicesLn 2g$148K
Total revenueLn 12$571K
Assets in detailPt X, end of year
CashLn 1$379K
Cash and savings togetherLn 1–2$379K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$304
Total assetsLn 16$391K
LiabilitiesLn 26$0
Net assetsLn 32$391K
OperationsPt I, VI
EmployeesI 53
VolunteersI 622
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY19End FY19
Cash and savingsLn 1–2$81K$379K
Land, buildings, equipmentLn 10c$2K
Total assetsLn 16$81K$391K
LiabilitiesLn 26$0$0
Net assetsLn 32$81K$391K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$64K$63K$2K
Other salaries and wagesLn 7$65K$65K
Other employee benefitsLn 9$18K$17K$537
Payroll taxesLn 10$11K$11K$155
Other fees for servicesLn 11g$14K$14K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$11K$11K$336
Information technologyLn 14$28K$28K
OccupancyLn 16$350$339$11
TravelLn 17$27K$27K
Conferences, conventions and meetingsLn 19$878$878
Depreciation, depletion and amortizationLn 22$337$337
InsuranceLn 23$3K$3K$98
Other expenses (24a–d)Ln 24$8K$8K$51
All other expensesLn 24e$298$295$3
Total functional expensesLn 25$261K$258K$3K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.3M$3.3M$31K$4.6M 990 PDF
FY2023 $3.9M$3.1M$757K$3.0M 990 PDF
FY2022 $2.8M$2.1M$675K$2.3M 990 PDF
FY2021 $1.9M$946K$1.0M$1.6M 990 PDF
FY2020 $650K$468K$182K$573K 990 PDF
FY2019 Viewing $571K$261K$310K$391K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2019 990 (6 parts)
Part I · Summary $570,545 revenue, 12 lines filed
I-8 Contributions and grants$423,000
I-9 Program service revenuePrior year $169,493$147,545
I-10 Investment income$0
I-11 Other revenuePrior year $7,092$0
I-12 Total revenuePrior year $176,585$570,545
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $54,200$159,018
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $62,496$101,613
I-18 Total expensesPrior year $116,696$260,631
I-19 Revenue less expensesPrior year $59,889$309,914
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $570,545 across 4 lines filed
VIII-1f All other contributions, gifts and grants$423,000
VIII-1h Total contributions, gifts and grants$423,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $147,545$147,545
VIII-12 Total revenueRelated to mission $147,545$570,545
Part IX · Statement of functional expenses $260,631 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $62,537 · Management $1,934$64,471
IX-7 Other salaries and wagesPrograms $65,464$65,464
IX-9 Other employee benefitsPrograms $17,359 · Management $537$17,896
IX-10 Payroll taxesPrograms $11,032 · Management $155$11,187
IX-11g Other fees for servicesPrograms $14,430$14,430
IX-12 Advertising and promotionPrograms $7,895$7,895
IX-13 Office expensesPrograms $10,918 · Management $336$11,254
IX-14 Information technologyPrograms $27,834$27,834
IX-16 OccupancyPrograms $339 · Management $11$350
IX-17 TravelPrograms $27,072$27,072
IX-19 Conferences, conventions and meetingsPrograms $878$878
IX-22 Depreciation, depletion and amortizationPrograms $337$337
IX-23 InsurancePrograms $3,164 · Management $98$3,262
IX-24 Other expenses (24a–d)Programs $7,952 · Management $51$8,003
IX-24e All other expensesPrograms $295 · Management $3$298
IX-25 Total functional expensesPrograms $257,506 · Management $3,125 · Fundraising $0$260,631
Part X · Balance sheet $391,087 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $80,869$378,903
X-9 Prepaid expenses and deferred charges$10,288
X-10c Land, buildings and equipment, net$1,592
X-15 Other assetsStart of year $304$304
X-16 Total assetsStart of year $81,173$391,087
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $81,173$391,087
X-32 Total net assets or fund balancesStart of year $81,173$391,087
X-33 Total liabilities and net assetsStart of year $81,173$391,087
Part XI · Reconciliation of net assets $391,087 net assets at year end
XI-1 Total revenue$570,545
XI-2 Total expenses$260,631
XI-3 Revenue less expenses$309,914
XI-4 Net assets at start of year$81,173
XI-10 Net assets at end of year$391,087

Form 990 e-file (XML) FY2019 from the IRS · Classification, formation year and address from the IRS Business Master File

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