Civic Intelligence

The Financial Services Roundtable

990 • Fiscal year 2018 • EIN 26-2353925

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
600 13th Street NW No 400Washington, DC 20005

(202) 289-4322

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

64%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$566,550

Up $55,166 (+11%) from 2017

Net Assets

Up

$565,150

Up $53,996 (+11%) from 2017

Liabilities

Up

$1,400

Up $1,170 (+509%) from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin96th percentile

Revenue

Up

$116,705

Up $45,495 (+64%) from 2017

Expenses

Down

$32,656

Down $149,271 (-82%) from 2017

Net Income

Up

$84,049

Up $194,766 (+176%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2018

Assets$566,550
Liabilities$1,400
Net Assets$565,150
Open 2018 Filing

Operations Trend

Revenue Growth89th 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

2018

Revenue$116,705
Expenses$32,656
Net Income$84,049
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$116,705
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 FSR Foundation is committed to improving the financial literacy of Americans of all ages and supporting the charitable giving of members of the Financial Services Roundtable. It also provides student scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$497,805$477,767▼ $20,038
Cash and Non-Interest-Bearing Accounts$13,579$88,783▲ $75,204
Total Assets$511,384$566,550▲ $55,166
Liabilities
Accounts Payable and Accrued Expenses$230$1,400▲ $1,170
Total Liabilities$230$1,400▲ $1,170
Net Assets / Fund Balance
Unrestricted Net Assets$511,154$565,150▲ $53,996
Total Net Assets Fund Balance$511,154$565,150▲ $53,996
Total Liabilities and Net Assets / Fund Balance$511,384$566,550▲ $55,166
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Eric HoplinPresident
Jim RohrDirector
Tom WatjenDirector
Judy ChapaSecretary
George ForsbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,000
Program Service Revenue
$0
Investment Income
$11,705
Other Revenue
$0
All Other Contributions
$105,000
Change in Net Assets
$84,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$2,656
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$1,400-$1,400
Other Expenses-$1,179-$1,179
Fees for Services Other-$77-$77
Total Functional Expenses$30,000$2,656$0$32,656
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trust for the National MallWashington, DC501(c)(3)General Support$10,000
Westminster Community Charter SchoolBuffalo, NY501(c)(3)General Support$10,000
Children's Hospital FoundationWashington, DC501(c)(3)General Support$5,000
The Mount Vernon Ladie's Association of the UnionMount Vernon, VA501(c)(3)General Support$5,000
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
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
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 11B

“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

Filer Name
The Financial Services Roundtable
EIN
26-2353925
Phone
2022894322
Address
600 13th Street NW No 400, Washington, DC 20005

Signing Officer

Name
Kenneth Troshinsky
Title
COO
Phone
2022894322
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Troshinsky
Formed
2008
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Jie Chen CPA
Phone
7038930300
Raw XML Appendix355 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/ActivityOrMissionDesc0The FSR Foundation is committed to improving the financial literacy of Americans of all ages and supporting the charitable giving of members of the Financial Services Roundtable. It also provides student scholarships.
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IRS990/Desc0Grants: Each year, we honor two organizations that provide outstanding achievements in promoting financial literacy, with the FSR Foundation Award. To help advance their mission, we provide major grants to both organizations and we give them a platform to showcase their vision and impact to all FSR member companies.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/MissionDesc0In association with the Financial Services Roundtable (FSR), the organization provides funding through three initiatives: Foundation Grant Awards, FSR Chairman Student Scholarships, and Charitable Giving.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Charitable Giving: The FSR Foundation supports the charitable and corporate social responsibility priorities of FSR member companies by providing donations to augment their giving. These donations are typically only given at the request of an FSR member company.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Scholarships: Promoting student education in the area of financial services and business has long been a priority of the FSR Foundation. We honor the Chairman of FSR as a thank you for their voluntary service, by awarding a large scholarship in their name to a school or financial literacy non-profit of their choice.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Trust for the National Mall
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Children's Hospital Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Westminster Community Charter School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3The Mount Vernon Ladie's Association of the Union
IRS990ScheduleI/RecipientTable/RecipientEIN0300080738
IRS990ScheduleI/RecipientTable/RecipientEIN1521640402
IRS990ScheduleI/RecipientTable/RecipientEIN2201405335
IRS990ScheduleI/RecipientTable/RecipientEIN3540564701
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01300 Pennsylvania Avenue NW Suite
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1111 Michigan Avenue NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 3352
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33200 Mount Vernon Memorial Highway
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0370
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Washington
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Buffalo
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Mount Vernon
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3VA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120010
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The President maintains communication with grant recipients and works with them to provide an impact assessment on the use of grant funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15:
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$566,550
Liabilities
$1,400
Net assets
$565,150
Revenue
$116,705
Expenses
$32,656
Net income
$84,049
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