Civic Intelligence

The Financial Services Roundtable

990 • Fiscal year 2013 • EIN 26-2353925

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 25, 2014

Organization ProfileN/A
1001 Pennsylvania Avenue NW No 500S20004

(202) 289-4322

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M 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

82nd percentile

25%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2010 to 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$545,280

Up $110,313 (+25%) from 2012

Net Assets

Up

$545,280

Up $114,600 (+27%) from 2012

Liabilities

Down

$0

Down $4,287 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin89th percentile

Revenue

$132,813

No earlier filing loaded for comparison.

Expenses

Down

$73,543

Down $36,104 (-33%) from 2012

Net Income

$59,270

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $163,697Liabilities 2010: $0Net Assets 2010: $163,6972010Assets 2011: $326,431Liabilities 2011: $1,168Net Assets 2011: $325,2632011Assets 2012: $434,967Liabilities 2012: $4,287Net Assets 2012: $430,6802012Assets 2013: $545,280Liabilities 2013: $0Net Assets 2013: $545,2802013Assets 2014: $566,386Liabilities 2014: $0Net Assets 2014: $566,3862014Assets 2015: $564,279Liabilities 2015: $0Net Assets 2015: $564,2792015Assets 2016: $574,093Liabilities 2016: $5,093Net Assets 2016: $569,0002016Assets 2017: $511,384Liabilities 2017: $230Net Assets 2017: $511,1542017Assets 2018: $566,550Liabilities 2018: $1,400Net Assets 2018: $565,1502018Assets 2020: $715,407Liabilities 2020: $173,322Net Assets 2020: $542,0852020Assets 2021: $714,836Liabilities 2021: $235,352Net Assets 2021: $479,4842021Assets 2022: $464,285Liabilities 2022: $11,000Net Assets 2022: $453,2852022Assets 2023: $531,548Liabilities 2023: $71,717Net Assets 2023: $459,8312023Assets 2024: $587,469Liabilities 2024: $117,717Net Assets 2024: $469,7522024

Highlighted filing

2013

Assets$545,280
Liabilities$0
Net Assets$545,280
Open 2013 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$100K$0-$100K-$200KRevenue 2010: $97,273Expenses 2010: $10,164Net Income 2010: $87,1092010Expenses 2011: $66,2782011Expenses 2012: $109,6472012Revenue 2013: $132,813Expenses 2013: $73,543Net Income 2013: $59,2702013Revenue 2014: $8,033Expenses 2014: $11,844Net Income 2014: -$3,8112014Revenue 2015: $9,145Expenses 2015: $2,197Net Income 2015: $6,9482015Revenue 2016: $15,149Expenses 2016: $38,055Net Income 2016: -$22,9062016Revenue 2017: $71,210Expenses 2017: $181,927Net Income 2017: -$110,7172017Revenue 2018: $116,705Expenses 2018: $32,656Net Income 2018: $84,0492018Revenue 2020: $12,720Expenses 2020: $104,524Net Income 2020: -$91,8042020Revenue 2021: $7Expenses 2021: $62,608Net Income 2021: -$62,6012021Revenue 2022: $26,222Expenses 2022: $30,547Net Income 2022: -$4,3252022Revenue 2023: $13,731Expenses 2023: $62,979Net Income 2023: -$49,2482023Revenue 2024: $14,750Expenses 2024: $49,226Net Income 2024: -$34,4762024

Highlighted filing

2013

Revenue$132,813
Expenses$73,543
Net Income$59,270
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 25, 2014
Return Version
2013v3.0
Gross Receipts
$132,813
Mission and Program Overview

Mission

In association with the Bank Policy Institute (BPI), the organization provides funding through three initiatives: Foundation Grant Awards, BPI Chairman Student Scholarships, and Charitable Giving.

The Organization's primiary mission is to annually award financial scholarships to qualified students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$306,035$367,657▲ $61,622
Cash and Non-Interest-Bearing Accounts$30,182$177,623▲ $147,441
Accounts Receivable$98,750$0▼ $98,750
Total Assets$434,967$545,280▲ $110,313
Liabilities
Accounts Payable and Accrued Expenses$4,287$0▼ $4,287
Total Liabilities$4,287$0▼ $4,287
Net Assets / Fund Balance
Unrestricted Net Assets$430,680$545,280▲ $114,600
Total Net Assets Fund Balance$430,680$545,280▲ $114,600
Total Liabilities and Net Assets / Fund Balance$434,967$545,280▲ $110,313
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard M WhitingDirector
Spencer EcclesDirector
Thomas A JamesDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$126,000
Program Service Revenue
$0
Investment Income
$6,813
Other Revenue
$0
All Other Contributions
$126,000
Change in Net Assets
$59,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,000
Other Expenses$3,543
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$70,000--$70,000
Fees for Services Other-$2,014-$2,014
Fees for Services Accounting-$1,050-$1,050
Other Expenses-$479-$479
Total Functional Expenses$70,000$3,543$0$73,543
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The form 990 is prepared by an independent accountant and then provided to management for review. Once all questions have been addressed, a final copy of the 990 is provided to the Board for comment prior to filing.”

Form 990, Part VI, Section C, line 19

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

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

“The Organization did not provide compensation to any top management officials, key employees, or other officers.”

Filing and Contact Details

Filer

EIN
26-2353925
Phone
2022894322

Signing Officer

Name
Judy J Chapa
Title
President
Phone
2022894322
Signed
2014-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy J Chapa
Formed
2008
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Preparer
Nicole M Prince CPA
Phone
7038930300
Raw XML Appendix299 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt070000
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IRS990/GrossReceiptsAmt0132813
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0In 2011, the Foundation established a Financial Literacy Scholarship for high school students who successfully complete a certified financial education financial literacy course before entering college. Scholarship applicants are selected by a review committee of national non-profit organizations based on academic success, character, and financial need.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scholarship applicants must submit the following to be considered: 1. Scholarship Application. 2. Documented proof of successfully completing a certified financial education course. 3. High school transcript. 4. Character reference from a teacher or member of the community. 5. Personal statement of financial need. (500 word limit) Scholarship payments are made directly to the schools to ensure that funds are used appropriately.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is prepared by an independent accountant and then provided to management for review. Once all questions have been addressed, a final copy of the 990 is provided to the Board for comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization did not provide compensation to any top management officials, key employees, or other officers.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15:
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Judy J Chapa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02022894322
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Financial Services Roundtable
ReturnHeader/Filer/BusinessName/BusinessNameLine20Scholarship Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0262353925
ReturnHeader/Filer/PhoneNum02022894322
ReturnHeader/Filer/USAddress/AddressLine101001 Pennsylvania Avenue NW No 500S
ReturnHeader/Filer/USAddress/City0Washington
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Rogers & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108300 Boone Boulevard Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022182
ReturnHeader/PreparerPersonGrp/PhoneNum07038930300
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole M Prince CPA
ReturnHeader/ReturnTs02014-03-26T14:07:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,280
Liabilities
$0
Net assets
$545,280
Revenue
$132,813
Expenses
$73,543
Net income
$59,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.87$1.18$4.70$0.15$0.49$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.72$4.60$0.14$0.63$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.11$4.53$0.26$0.31$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.15$2.35$4.79$0.00$0.63$0.63
2020Detailed filing. Detailed filing data is available for this year.$7.15$1.73$5.42$0.13$1.05$0.92
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.01$5.65$1.17$0.33$0.84
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.71$1.82$1.11
2016Detailed filing. Detailed filing data is available for this year.$5.74$0.05$5.69$0.15$0.38$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.09$0.02$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.08$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.33$0.74$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.04$4.31$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.01$3.25$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.97$0.10$0.87