Financial Services Stakeholder Action NFP

Nonprofit profile at a glance

EIN: 821727600
IRS 990-EZ coverage: 2025–2025
Forms available: Form 990 2024, Form 990-EZ 2025
Location: Chicago, IL, USA
Phone: 3129330230
Rating: 79
Verdict: SUPPORTED
Rating confidence: Moderate

Reported finances

Revenue: $161,024
Expenses: $148,424
Assets: $67,070
Liabilities: $14,688

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

James Baker (President)

People named in this filing

Alyssa Giachino (Treasurer)
James Baker (President)
Alex Han (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

Engaged policymakers, institutional investors and the public on impacts of investments made by financial services firms and supported efforts by workers to do the same with respect to sustainable jobs.

Operating model

Revenue model: Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model: Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and assets have declined or grown slowly.

Rating breakdown

Financial Efficiency: 88
Transparency & Controls: 82
Sustainability: 43
Growth: 0

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 84.9%; rating input score 85
Program expense ratio: 92.1%; rating input score 92

Transparency & Controls

Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
Major donor itemization: Limited

Sustainability

Operating margin: 7.8%; rating input score 51; 51st percentile among comparable filings
Total-asset coverage ratio: 0.45; rating input score 35; 35th percentile among comparable filings
Liabilities to assets ratio: 0.22; rating input score 15; 15th percentile among comparable filings
Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

Program expense growth: Limited
Revenue growth: -3.8% per year; rating input score 0; 9th percentile among comparable filings
Asset growth: -36.2% per year; rating input score 0; 3rd percentile among comparable filings

Details

Where the money goes: 84.9% of revenue deployed · 92.1% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $137K in reported program spending
Leadership: top reported pay $0 · 4 people listed
Consistency: 9 of 9 current checks pass
Schedules: 2 filed schedules
Contacts: How to reach this organization
Money network: 2 filed money-flow records
Related organizations: 1 filed related-organization link
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

High — Growth: Revenue growth scored 0/100.
High — Growth: Asset growth scored 0/100.
Review — Sustainability: Operating margin scored 51/100.
Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
High — Sustainability: Liabilities to assets ratio scored 15/100.