Financial Services Stakeholder Project
EIN: 821722599 · Chicago, IL · NTEE: S05
| Metric | Value |
|---|---|
| Total Revenue | $3.3M |
| Total Expenses | $3.1M |
| Net Assets | $3.0M |
Is Financial Services Stakeholder Project Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Financial Services Stakeholder Project
Financial Services Stakeholder Project (EIN: 821722599) is a nonprofit organization based in Chicago, IL, classified under NTEE code S05. The organization reported total revenue of $3.3M and total assets of $4.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Financial Services Stakeholder Project's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Financial Services Stakeholder Project is a mid-size nonprofit that has been operating for 9 years, with 7 years of IRS 990 filings on record (2017–2023). Revenue has grown at a compound annual rate of 105.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.9M |
| Total Expenses | $3.1M |
| Surplus / Deficit | +$757K |
| Total Assets | $3.1M |
| Total Liabilities | $90K |
| Net Assets | $3.0M |
| Operating Margin | 19.4% |
| Debt-to-Asset Ratio | 2.9% |
| Months of Reserves | 11.8 months |
Financial Health Grade: A
In 2023, Financial Services Stakeholder Project reported a surplus of $757K with revenue exceeding expenses, holds 11.8 months of operating reserves (strong position), has a debt-to-asset ratio of 2.9% (very low leverage).
Financial Trends
Over 7 years of filings (2017–2023), Financial Services Stakeholder Project's revenue has grown at a compound annual growth rate (CAGR) of 105.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +39.1% | +47.7% | +36.3% |
| 2022 | +43.7% | +124.6% | +44.0% |
| 2021 | +200.0% | +102.1% | +175.6% |
| 2020 | +10.0% | +68.2% | +44.7% |
| 2019 | +234.3% | +150.3% | +400.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2017 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Financial Services Stakeholder Project has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Financial Services Stakeholder Project with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $757K, with revenue exceeding expenses.
- Debt-to-asset ratio: 2.9%.
Frequently Asked Questions about Financial Services Stakeholder Project
Is Financial Services Stakeholder Project a legitimate charity?
Financial Services Stakeholder Project (EIN: 821722599) is a registered tax-exempt nonprofit based in Illinois. It has 7 years of IRS 990 filings on record. Total revenue: $3.3M. No red flags identified. Financial health grade: A.
How does Financial Services Stakeholder Project spend its money?
Financial Services Stakeholder Project reported $3.3M in total revenue in IRS 990 filings. 7 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Financial Services Stakeholder Project tax-deductible?
Financial Services Stakeholder Project is registered as a tax-exempt nonprofit (EIN: 821722599). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Financial Services Stakeholder Project located?
Financial Services Stakeholder Project is headquartered in Chicago, Illinois and files with the IRS under EIN 821722599. It is classified under NTEE code S05.
How many years of IRS 990 filings does Financial Services Stakeholder Project have?
Financial Services Stakeholder Project has 7 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.3M in total revenue.
Filing History
IRS 990 filing history for Financial Services Stakeholder Project showing financial trends over 7 years of public records:
Over 7 years of IRS 990 filings (2017–2023), Financial Services Stakeholder Project's revenue has grown by 7469.8%, moving from $51K to $3.9M. Total assets increased by 22540.7% over the same period, from $14K to $3.1M. Total functional expenses rose by 8207.8%, from $38K to $3.1M. In its most recent filing year (2023), Financial Services Stakeholder Project reported a surplus of $757K, with revenue exceeding expenses. The organization holds $90K in liabilities against $3.1M in assets (debt-to-asset ratio: 2.9%), resulting in net assets of $3.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.9M | $3.1M | $3.1M | $90K | — | — |
| 2022 | $2.8M | $2.1M | $2.3M | $21K | — | View 990 |
| 2021 | $1.9M | $946K | $1.6M | $2K | — | View 990 |
| 2020 | $650K | $468K | $573K | $0 | — | — |
| 2019 | $590K | $278K | $396K | $3K | — | View 990 |
| 2018 | $177K | $111K | $79K | $0 | — | View 990 |
| 2017 | $51K | $38K | $14K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.9M, expenses of $3.1M, and assets of $3.1M (revenue +39.1% year-over-year).
- 2022: Revenue of $2.8M, expenses of $2.1M, and assets of $2.3M (revenue +43.7% year-over-year).
- 2021: Revenue of $1.9M, expenses of $946K, and assets of $1.6M (revenue +200.0% year-over-year).
- 2020: Revenue of $650K, expenses of $468K, and assets of $573K (revenue +10.0% year-over-year).
- 2019: Revenue of $590K, expenses of $278K, and assets of $396K (revenue +234.3% year-over-year).
- 2018: Revenue of $177K, expenses of $111K, and assets of $79K (revenue +243.0% year-over-year).
- 2017: Revenue of $51K, expenses of $38K, and assets of $14K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Financial Services Stakeholder Project:
Data Sources and Methodology
This transparency report for Financial Services Stakeholder Project is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.