Civic Intelligence

Financial Services Institute Inc

990 • Fiscal year 2013 • EIN 20-0587793

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 09, 2014

607 14th Street NW No 75020005

(888) 373-1840

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.72x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

50th percentile

0.33x

Higher debt load relative to revenue than 50% of similar nonprofits.

2013 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2013

Net Margin

31st percentile

0.2%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

1st percentile

-36%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

33%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Down

$3,122,941

Down $1,786,937 (-36%) from 2012

Net Assets

Up

$861,469

Up $11,818 (+1.4%) from 2012

Liabilities

Down

$2,261,472

Down $1,798,755 (-44%) from 2012

Revenue

$6,925,192

No earlier filing loaded for comparison.

Expenses

Up

$6,913,374

Up $1,176,844 (+21%) from 2012

Net Income

$11,818

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $3,808,861Liabilities 2010: $1,856,117Net Assets 2010: $1,952,7442010Assets 2011: $3,841,004Liabilities 2011: $2,634,559Net Assets 2011: $1,206,4452011Assets 2012: $4,909,878Liabilities 2012: $4,060,227Net Assets 2012: $849,6512012Assets 2013: $3,122,941Liabilities 2013: $2,261,472Net Assets 2013: $861,4692013Assets 2014: $4,851,083Liabilities 2014: $4,395,504Net Assets 2014: $455,5792014Assets 2015: $4,966,828Liabilities 2015: $4,119,903Net Assets 2015: $846,9252015Assets 2016: $5,935,668Liabilities 2016: $4,378,209Net Assets 2016: $1,557,4592016Assets 2017: $6,273,528Liabilities 2017: $4,133,205Net Assets 2017: $2,140,3232017Assets 2018: $13,114,954Liabilities 2018: $9,922,456Net Assets 2018: $3,192,4982018Assets 2019: $15,063,133Liabilities 2019: $10,895,897Net Assets 2019: $4,167,2362019Assets 2020: $14,528,941Liabilities 2020: $9,576,530Net Assets 2020: $4,952,4112020Assets 2021: $15,307,729Liabilities 2021: $10,077,880Net Assets 2021: $5,229,8492021Assets 2022: $15,775,442Liabilities 2022: $10,252,594Net Assets 2022: $5,522,8482022Assets 2023: $15,672,523Liabilities 2023: $10,074,555Net Assets 2023: $5,597,9682023Assets 2024: $15,058,119Liabilities 2024: $7,362,979Net Assets 2024: $7,695,1402024

Highlighted filing

2013

Assets$3,122,941
Liabilities$2,261,472
Net Assets$861,469

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,436,6592010Revenue 2011: $3,923,040Expenses 2011: $4,669,339Net Income 2011: -$746,2992011Expenses 2012: $5,736,5302012Revenue 2013: $6,925,192Expenses 2013: $6,913,374Net Income 2013: $11,8182013Revenue 2014: $8,044,724Expenses 2014: $7,640,672Net Income 2014: $404,0522014Revenue 2015: $9,571,953Expenses 2015: $9,180,607Net Income 2015: $391,3462015Revenue 2016: $9,354,719Expenses 2016: $8,644,185Net Income 2016: $710,5342016Revenue 2017: $9,600,255Expenses 2017: $9,017,391Net Income 2017: $582,8642017Revenue 2018: $9,959,280Expenses 2018: $8,908,653Net Income 2018: $1,050,6272018Revenue 2019: $10,363,757Expenses 2019: $9,390,117Net Income 2019: $973,6402019Revenue 2020: $10,710,617Expenses 2020: $9,925,442Net Income 2020: $785,1752020Revenue 2021: $9,484,774Expenses 2021: $9,207,336Net Income 2021: $277,4382021Revenue 2022: $10,638,881Expenses 2022: $10,345,882Net Income 2022: $292,9992022Revenue 2023: $10,995,600Expenses 2023: $10,920,480Net Income 2023: $75,1202023Revenue 2024: $12,075,796Expenses 2024: $12,035,984Net Income 2024: $39,8122024

Highlighted filing

2013

Revenue$6,925,192
Expenses$6,913,374
Net Income$11,818
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 9, 2014
Return Version
2013v3.0
Gross Receipts
$6,925,192
Mission and Program Overview

Mission

Financial services institute's mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education and public awareness.

See Schedule O for complete description.Financial Services Institute mission is to create a healthier, more business-friendly regulatory environment for our members - the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,928,285$2,059,719▼ $1,868,566
Accounts Receivable$626,136$540,045▼ $86,091
Land, Buildings, and Equipment, Net$211,171$461,638▲ $250,467
Prepaid Expenses and Deferred Charges$134,292$61,539▼ $72,753
Total Assets$4,909,878$3,122,941▼ $1,786,937
Other Assets Total$9,994$0▼ $9,994
Liabilities
Deferred Revenue$3,010,022$1,961,216▼ $1,048,806
Accounts Payable and Accrued Expenses$1,050,205$300,256▼ $749,949
Total Liabilities$4,060,227$2,261,472▼ $1,798,755
Net Assets / Fund Balance
Unrestricted Net Assets$849,651$861,469▲ $11,818
Total Net Assets Fund Balance$849,651$861,469▲ $11,818
Total Liabilities and Net Assets / Fund Balance$4,909,878$3,122,941▼ $1,786,937

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$361,285$293,220$654,505
Equipment$63,280$49,360$112,640
Leasehold Improvements$37,073$6,138$43,211
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale BrownCEO & PresidentFT$325,000$364,602$689,602
David BellaireExecutive Vice President & General CounselFT$604,098$22,138$626,236
David BellaireExecutive Vice President & General C-$282,848$343,388$626,236
Christopher PaulitzSenior Vice President, Membership & MarketingFT$309,203$24,558$333,761
Christopher PaulitzSenior Vice President, Membership &-$193,325$140,436$333,761
Kevin WhiteheadVice President, Corporate RelationsFT$152,847$171,148$323,995
Brett McAllisterSenior Vice President, Membership & MarketingFT$195,519$8,520$204,039
Brett McAllisterSenior Vice President, Membership &-$168,519$35,520$204,039
Robert LewisVice PresidentFT$124,788$46,104$170,892
Michelle AllgauerVice PresidentFT$125,327$38,637$163,964

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Eris GroupStrategic Advice/Lobbying Support-$180,583
Clyburn Consulting LLCStrategic Advice/Lobbying Support-$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,922,823
Investment Income
$2,369
Other Revenue
$0
Change in Net Assets
$11,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,925,192
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$127,500
Total Revenue per Audited Statements
$7,052,692
Total Revenue per Form 990
$6,925,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,623,363
Other Expenses$3,290,011
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$2,177,633
Other Salaries and Wages---$1,166,031
Conferences and Meetings---$661,886
Occupancy---$349,882
Fees for Services Other---$287,574
Fees for Services Lobbying---$265,305
Fees for Services Accounting---$254,120
Information Technology---$253,398
Advertising---$183,136
Travel---$181,270
Payroll Taxes---$177,639
Depreciation Depletion---$107,204
Other Employee Benefits---$102,060
Office Expenses---$82,546
All Other Expenses---$69,588
Other Expenses---$30,492
Fees for Services Legal---$26,254
Insurance---$9,042
Total Functional Expenses$0$0$0$6,913,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,040,874
Expenses per Audited Statements$6,913,374
Total Expenses per Form 990$6,913,374
Expenses Not Reported on Form 990$127,500
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$4,669,580
Current Year Nondeductible Lobbying and Political Cost$3,741,792
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

This is a membership organization who is interested in creating a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education and public awareness.

Form 990, Part VI, Section B, line 11

The Form 990 and all schedules were circulated to the Board of Directors for review and comment. A deadline was established for comments. After comments were received and reviewed, the Form 990 was finalized and submitted.

Form 990, Part VI, Section B, line 12C

The Board of Directors meets each January and discusses any potential conflict of interest and then completes a form.

Form 990, Part VI, Section B, line 15A

The policy for determining compensation for the CEO is reviewed and approved by the board of directors or compensation committee, use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations, and contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
20-0587793
Phone
8883731840

Signing Officer

Name
Dale Brown
Title
CEO & President
Phone
8883731840
Signed
2014-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Brown
Formed
2004
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
25
Volunteers
50

Preparer

Preparer
Aleisa Howell
Phone
7709558600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization did not change its oversight process or selection process during the year.

Part XII, Line 2D

The consolidated financial statements include the accounts of the Financial Services Institute, Inc. and the Financial Services Inc. Political Action Committee ("the PAC"). The PAC is a non-profit, unincorporated separate, segregated fund which is controlled by the Institute. The PAC has a reporting requirement under the Federal Election Campaign Act. Therefore, PAC activity is not reported and included on Form 990 for Financial Services, Institute, Inc.

Form 990 Part I Line 5

Financial Services Institute, Inc., (FSI) leases their employees from Adam Keegan, Inc. FSI controls the details of work performance therefore employees are common law employees of FSI. The number of W-2's issued per W-3 reflects the number of common law employees of FSI. This number is included in the W-3 reported under Adam Keegan, Inc.

Financial Statement Notes

Part X, Line 2:

The Institute accounts for uncertain tax positions in accordance with accounting standards that provide guidance on when uncertain tax positions are recognized in an entity's consolidated financial statements and how the values of these positions are determined. No liability has been recorded as of December 31, 2013 and 2012 due to uncertain tax positions.

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IRS990/Form990PartVIISectionAGrp/PersonNm0R Lawrence Larry Roth
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael Mike J Mungenast
IRS990/Form990PartVIISectionAGrp/PersonNm2Joseph Joe R Russo
IRS990/Form990PartVIISectionAGrp/PersonNm3Timothy Tim B Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm4Valerie G Brown
IRS990/Form990PartVIISectionAGrp/PersonNm5Adam Antoniades
IRS990/Form990PartVIISectionAGrp/PersonNm6Derek Bruton
IRS990/Form990PartVIISectionAGrp/PersonNm7Rick Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm8Steve Chipman
IRS990/Form990PartVIISectionAGrp/PersonNm9Dean Harman
IRS990/Form990PartVIISectionAGrp/PersonNm10Jim Herrington
IRS990/Form990PartVIISectionAGrp/PersonNm11Richard J Lampen
IRS990/Form990PartVIISectionAGrp/PersonNm12Jim Livingston
IRS990/Form990PartVIISectionAGrp/PersonNm13Seth Miller
IRS990/Form990PartVIISectionAGrp/PersonNm14John Moloney
IRS990/Form990PartVIISectionAGrp/PersonNm15Clive Slovin
IRS990/Form990PartVIISectionAGrp/PersonNm16David Stringer
IRS990/Form990PartVIISectionAGrp/PersonNm17Dale Brown
IRS990/Form990PartVIISectionAGrp/PersonNm18David Bellaire
IRS990/Form990PartVIISectionAGrp/PersonNm19Christopher Paulitz
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IRS990/Form990PartVIISectionAGrp/PersonNm23Michelle Allgauer
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17665044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18604098
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19309203
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20195519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21305283
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22164538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23155877
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair, Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair, FSI PAC Board
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO & President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Executive Vice President & General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt19Senior Vice President, Membership & Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt20Senior Vice President, Membership & Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt21Vice President, Corporate Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt22Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt23Vice President
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06925192
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0253398
IRS990/InsuranceGrp/TotalAmt09042
IRS990/InvestmentIncomeGrp/ExclusionAmt02369
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02369
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0348718
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0211171
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0461638
IRS990/LandBldgEquipCostOrOtherBssAmt0810356
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Financial Services Institute mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education and public awareness.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0849651
IRS990/NetAssetsOrFundBalancesEOYAmt0861469
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0349882
IRS990/OfficeExpensesGrp/TotalAmt082546
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09994
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0102060
IRS990/OtherExpensesGrp/Desc0Advocacy
IRS990/OtherExpensesGrp/Desc1Newsletter
IRS990/OtherExpensesGrp/Desc2Staff education
IRS990/OtherExpensesGrp/Desc3Credit card and bank fe
IRS990/OtherExpensesGrp/TotalAmt0329272
IRS990/OtherExpensesGrp/TotalAmt1142225
IRS990/OtherExpensesGrp/TotalAmt256817
IRS990/OtherExpensesGrp/TotalAmt330492
IRS990/OtherSalariesAndWagesGrp/TotalAmt01166031
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0177639
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0134292
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061539
IRS990/PrincipalOfficerNm0Dale Brown
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Memberships
IRS990/ProgramServiceRevenueGrp/Desc1Sponsor Income
IRS990/ProgramServiceRevenueGrp/Desc2Broker-Dealer Conferen
IRS990/ProgramServiceRevenueGrp/Desc3Summit Registrations
IRS990/ProgramServiceRevenueGrp/Desc4Other Program Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04532162
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11765000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2327265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3286404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt411992
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04532162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11765000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2327265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3286404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt411992
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0400
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04437
IRS990/PYOtherExpensesAmt02863074
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05374899
IRS990/PYRevenuesLessExpensesAmt0-356794
IRS990/PYSalariesCompEmpBnftPaidAmt02873456
IRS990/PYTotalExpensesAmt05736530
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05379736
IRS990/ReconcilationRevenueExpnssAmt011818
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03928285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02059719
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt04532162
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt0137418
IRS990ScheduleC/DuesAssessmentsAmt04532162
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0927788
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt03741792
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt04669580
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleC/TaxableAmt0-137418
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0127500
IRS990ScheduleD/DonatedServicesUseFcltsAmt0127500
IRS990ScheduleD/EquipmentGrp/BookValueAmt063280
IRS990ScheduleD/EquipmentGrp/DepreciationAmt049360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112640
IRS990ScheduleD/ExpensesNotReportedAmt0127500
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06913374
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt037073
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06138
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt043211
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0361285
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0293220
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0654505
IRS990ScheduleD/RevenueNotReportedAmt0127500
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06925192
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Institute accounts for uncertain tax positions in accordance with accounting standards that provide guidance on when uncertain tax positions are recognized in an entity's consolidated financial statements and how the values of these positions are determined. No liability has been recorded as of December 31, 2013 and 2012 due to uncertain tax positions.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.1$7.36$7.70$12.1$12.0$0.04
2023Detailed filing. Detailed filing data is available for this year.$15.7$10.1$5.60$11.0$10.9$0.08
2022Detailed filing. Detailed filing data is available for this year.$15.8$10.3$5.52$10.6$10.3$0.29
2021Detailed filing. Detailed filing data is available for this year.$15.3$10.1$5.23$9.48$9.21$0.28
2020Detailed filing. Detailed filing data is available for this year.$14.5$9.58$4.95$10.7$9.93$0.79
2019Detailed filing. Detailed filing data is available for this year.$15.1$10.9$4.17$10.4$9.39$0.97
2018Detailed filing. Detailed filing data is available for this year.$13.1$9.92$3.19$9.96$8.91$1.05
2017Detailed filing. Detailed filing data is available for this year.$6.27$4.13$2.14$9.60$9.02$0.58
2016Summary only. Only limited summary data is available for this year.$5.94$4.38$1.56$9.35$8.64$0.71
2015Summary only. Only limited summary data is available for this year.$4.97$4.12$0.85$9.57$9.18$0.39
2014Detailed filing. Detailed filing data is available for this year.$4.85$4.40$0.46$8.04$7.64$0.40
2013Detailed filing. Detailed filing data is available for this year.$3.12$2.26$0.86$6.93$6.91$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$4.06$0.85$5.74
2011Summary only. Only limited summary data is available for this year.$3.84$2.63$1.21$3.92$4.67$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$1.86$1.95$3.44