FINANCIAL SERVICES STAKEHOLDER PROJECT NFP (EIN 821722599) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

JIM BAKER

Phone

3129330230

Tax Period

2023-01-01 to 2023-12-31

FINANCIAL SERVICES STAKEHOLDER PROJECT NFP, founded in 2017, is a community nonprofit in the Community Improvement sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $757K, a strong 19% operating margin.

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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,878,762

Program Service Revenue $18,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,897,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,363,298

Fundraising Expenses $0

Program Expenses $3,120,237

Other Expenses $776,712

TOTAL EXPENSES $3,140,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,897,012	$2,800,862	+0.4%
Expenses	$3,140,010	$2,125,380	+0.5%
Net Income	$757,002	$675,482	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$102,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BAKER	PRESIDENT	40.00	Officer	$102,691	$0	$102,691
BIANCA AGUSTIN	SECRETARY	1.00	Officer	$0	$0	$0
MICHAEL METTLER	TREASURER	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,897,012	$3,140,010	$3,098,148	$757,002
2022	$2,800,862	$2,125,380	$2,272,340	$675,482
2021	$1,949,382	$946,254	$1,578,131	$1,003,128
2020	$649,690	$468,186	$572,591	$181,504
2019	$570,545	$260,631	$391,087	$309,914

FINANCIAL SERVICES STAKEHOLDER PROJECT NFP