NonprofitsFinancial Services Stakeholder Project

Community Improvement & Capacity Building

Financial Services Stakeholder Project

CHICAGO, IL

Total revenue

$3.3M

Total expenses

$3.3M

Net assets

$4.6M

Grants received

$5.7M

35 grants

EIN

821722599

Tax year

2024

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 environment.

Financials

FY 2024

Revenue

Contributions & grants$3.3M
Program service revenue$5K
Investment income
Other revenue
Total revenue$3.3M

Expenses

Grants paid$40K
Salaries & benefits$2.7M
Fundraising$132K
Other expenses$541K
Total expenses$3.3M
Total assets$4.6M
Net assets$4.6M

People

8 listed

NameRoleCompensation

ALIYA GLENN

DIRECTOR OF OPERATIONS

Board

$127K

40 hrs/wk

JIM BAKER

PRESIDENT

Board

$104K

40 hrs/wk

MICHAEL METTLER

TREASURER

Board

1 hrs/wk

BIANCA AGUSTIN

SECRETARY

Board

1 hrs/wk

ALYSSA GIACHINO

INVESTOR ENGAGEMENT DIRECTOR

Staff

$126K

40 hrs/wk

JORDAN ASH

HOUSING DIRECTOR

Staff

$123K

40 hrs/wk

JUSTIN FLORES

LABOR AND JOBS DIRECTOR

Staff

$117K

40 hrs/wk

EILEEN O'GRADY

DIRECTOR OF PROGRAMS

Staff

$114K

40 hrs/wk

Grants received

Showing 35 of 35

FromAmountPurposeYear
$350K
GENERAL OPERATING SUPPORT
2024
$300K
TO SUPPORT RESEARCH AND EDUCATION ON PRIVATE EQUITY (PE) INVESTMENT IN THE HEALTH CARE SECTOR TO PROVIDE EXPANDED TRANSPARENCY AND ANALYSIS ABOUT ITS ROLE IN HEALTH CARE, FOCUSING THE IMPACT OF PE ON PROVIDER PRICING AND CONSOLIDATION ISSUES IN THE COMMERCIAL MARKET, INCLUDING ON THE ROLE OF PE IN THE USE OF ANTICOMPETITIVE PRACTICES, SURPRISE BILLING, RURAL HEALTH, AND PE HEALTH CARE ROLL UPS, AMONG OTHERS.
2024
$200K
CORE SUPPORT
2024
$200K
TO SUPPORT INDUSTRY WATCHDOG FOR PRIVATE EQUITY ACTIVITIES IN THE HEALTH CARE SECTOR RELEVANT TO THE COMPLEX CARE PORTFOLIO AND DUAL ELIGIBLE POPULATION.
2024
$150K
TO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN, AFFORDABLE ENERGY THAT PROTECTS PUBLIC HEALTH.
2024
$75K
SUPPORTING RENTER STABILITY TO AID COMMUNITY HEALTH IN CALIFORNIA
2024
$63K
TO RESEARCH PRIVATE EQUITY INVESTMENT IN HEALTH CARE.
2024
$60K
General operating support
2024
$50K
GENERAL SUPPORT
2024
$42K
TO SUPPORT THE PURPOSE OF RESEARCHING AND TRACKING GROWING PRIVATE EQUITY INVESTMENTS IN THE HEALTH CARE SECTOR TO PROVIDE INCREASED TRANSPARENCY, REPORTING, AND ANALYSIS ABOUT THE ROLE OF PRIVATE EQUITY IN THE HEALTHCARE MARKET.
2024
$10K
TO RESEARCH PRIVATE EQUITY INVESTMENTS IN THE HEALTH CARE SECTOR.
2024
$350K
GENERAL OPERATING SUPPORT
2023
$215K
TO SUPPORT THE PURPOSE OF RESEARCHING AND TRACKING GROWING PRIVATE EQUITY INVESTMENTS IN THE HEALTHCARE SECTOR TO PROVIDE INCREASED TRANSPARENCY, REPORTING, AND ANALYSIS ABOUT THE ROLE OF PRIVATE EQUITY IN THE HEALTHCARE MARKET.
2023
$200K
GENERAL SUPPORT
2023
$191K
TO RESEARCH PRIVATE INVESTMENT IN HEALTH CARE.
2023
$160K
TO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN, AFFORDABLE ENERGY THAT PROTECTS PUBLIC HEALTH.
2023
$155K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2023
$150K
GENERAL SUPPORT
2023
$140K
TO RESEARCH PRIVATE INVESTMENTS IN THE HEALTH CARE SECTOR.
2023
$75K
SUPPORTING RENTER STABILITY TO AID COMMUNITY HEALTH IN CALIFORNIA: TO WORK WITH LOCAL CALIFORNIA PARTNERS TO TRACK AND CHALLENGE EVICTIONS, RENT INCREASES AND DEFERRED MAINTENANCE BY CORPORATE LANDLORDS IN SUPPORT OF COMMUNITY HEALTH.
2023
$50K
PRIVATE EQUITY STAKEHOLDER PROJECT'S WORK ON DETENTION AND SURVEILLANCE.
2023
$340K
TO SUPPORT THE PURPOSE OF RESEARCHING AND TRACKING GROWING PRIVATE EQUITY INVESTMENTS IN THE HEALTH CARE SECTOR TO PROVIDE INCREASED TRANSPARENCY, REPORTING, AND ANALYSIS ABOUT THE ROLE OF PRIVATE EQUITY IN THE HEALTHCARE MARKET.
2022
$180K
78586 EXAMINING PRIVATE EQUITY'S ROLE IN AFFORDABLE HOUSING AND HEALTH CARE TO IMPROVE OUTCOMES FOR STAKEHOLDERS THROUGH PRACTICE AND REGULATORY CHANGE
2022
$178K
TO RESEARCH PRIVATE EQUITY INVESTMENT IN HEALTH CARE.
2022
$160K
TO PROMOTE EDUCATION AND ANALYSIS TO ADVANCE CLEAN, AFFORDABLE ENERGY THAT PROTECTS PUBLIC HEALTH.
2022
$100K
TRACKING AND CHALLENGING EVICTIONS BY CORPORATE LANDLORDS
2022
$100K
GENERAL OPERATING SUPPORT
2022
$100K
TRACKING AND CHALLENGING EVICTIONS BY CORPORATE LANDLORDS
2022
$75K
SUPPORTING RENTER STABILITY TO AID COMMUNITY HEALTH IN CALIFORNIA: TO WORK WITH LOCAL CALIFORNIA PARTNERS TO TRACK AND CHALLENGE EVICTIONS, RENT INCREASES AND DEFERRED MAINTENANCE BY CORPORATE LANDLORDS IN SUPPORT OF COMMUNITY HEALTH.
2022
$25K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2022
$75K
SUPPORTING RENTER STABILITY TO AID COMMUNITY HEALTH IN CALIFORNIA: TO WORK WITH LOCAL CALIFORNIA PARTNERS TO TRACK AND CHALLENGE EVICTIONS, RENT INCREASES AND DEFERRED MAINTENANCE BY CORPORATE LANDLORDS IN SUPPORT OF COMMUNITY HEALTH.
2021

Funded by

$5.7M from 14 funders · 35 grants · 2021–2024

Laura And John Arnold Foundation

$1.7M · 10 grants · 2022–2024

Freedom Together Foundation

$900K · 4 grants · 2022–2024

Fiduciary Charitable Foundation

$695K · 2 grants · 2023–2024

United States Energy Foundation

$470K · 3 grants · 2022–2024

Growald Climate Fund Inc

$400K · 2 grants · 2023–2024

The California Endowment

$300K · 4 grants · 2021–2024

The Robert Wood Johnson Foundation

$180K · 1 grant · 2022

Details

EIN821722599
NTEE codeS05
Subsection03
Ruling date2017-08
Formed2017
Employees21
Volunteers0
FINANCIAL SERVICES STAKEHOLDER PROJECT — Mission, Financials & Grants Received | Grantivo