Financial Services Stakeholder Action NFP (EIN 821727600) - 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

2024-01-01 to 2024-12-31

Financial Services Stakeholder Action NFP, founded in 2017, is a small nonprofit that reported $288K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum.

Mission

FSSA develops policy and legislative solutions to address impacts of investments made by financial services firms, including but not limited to private equity firms, hedge funds, and infrastructure funds, on people and the planet.

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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 (2024)

Revenue Breakdown

Contributions & Grants $50,000

Program Service Revenue $237,900

Investment Income $0

Other Revenue $0

TOTAL REVENUE $287,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,721

Other Expenses $312,273

TOTAL EXPENSES $312,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$287,900	$168,000	+0.7%
Expenses	$312,273	$205,414	+0.5%
Net Income	$-24,373	$-37,414	-0.3%

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

N/A

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

$230,401

Total Directors

$230,401

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alyssa Giachino	Treasurer	1	Officer Director	$0	$0	$126,401
James Baker	President	5	Officer Director	$0	$0	$104,000
Alex Han	Secretary	1	Officer Director	$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	$287,900	$312,273	$64,899	$-24,373
2023	$168,000	$205,414	$105,286	$-37,414
2022	$205,200	$315,869	$182,441	$-110,669
2021	$242,962	$65,000	$251,131	$177,962

Financial Services Stakeholder Action NFP