Civic Intelligence

The Financial Services Roundtable

990 • Fiscal year 2016 • EIN 26-2353925

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

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

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.34x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-151%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

50th percentile

1.7%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$574,093

Up $9,814 (+1.7%) from 2015

Net Assets

Up

$569,000

Up $4,721 (+0.8%) from 2015

Liabilities

Up

$5,093

Up $5,093 from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin2nd percentile

Revenue

Up

$15,149

Up $6,004 (+66%) from 2015

Expenses

Up

$38,055

Up $35,858 (+1632%) from 2015

Net Income

Down

-$22,906

Down $29,854 (-430%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2016

Assets$574,093
Liabilities$5,093
Net Assets$569,000
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$15,149
Expenses$38,055
Net Income-$22,906
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$15,149
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$398,864$435,179▲ $36,315
Cash and Non-Interest-Bearing Accounts$165,415$138,914▼ $26,501
Total Assets$564,279$574,093▲ $9,814
Liabilities
Accounts Payable and Accrued Expenses-$5,093-
Total Liabilities$0$5,093▲ $5,093
Net Assets / Fund Balance
Unrestricted Net Assets$564,279$569,000▲ $4,721
Total Net Assets Fund Balance$564,279$569,000▲ $4,721
Total Liabilities and Net Assets / Fund Balance$564,279$574,093▲ $9,814
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$10,149
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-22,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,000
Other Expenses$3,055
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,000--$35,000
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$411-$411
Fees for Services Other-$240-$240
Office Expenses-$213-$213
Total Functional Expenses$35,000$3,055$0$38,055
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Financial Services RoundtableWashington, DC501(c)(6)2016 Boy Scout Inaugural Gala Sponsorship & Contribution to Salvation Army-National Day of Giving$10,000
Junior Achievement USAColorado Springs, CO501(c)(3)JA Kid Professor Video Campaign on Financial Literacy project$10,000
MANA A National Latina OrganizationWashington, DC501(c)(3)National Hermanitas Youth Financial Literacy Initiative$10,000
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
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
Eric Hoplin
Title
President
Phone
2022894322
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Hoplin
Formed
2008
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Nicole M Prince CPA
Phone
7038930300
Raw XML Appendix349 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/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/PurposeOfGrantTxt02016 Boy Scout Inaugural Gala Sponsorship & Contribution to Salvation Army-National Day of Giving
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1National Hermanitas Youth Financial Literacy Initiative
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2JA Kid Professor Video Campaign on Financial Literacy project
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Financial Services Roundtable
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MANA A National Latina Organization
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Junior Achievement USA
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11140 19th Street NW Suite 550
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2One Education Way
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IRS990ScheduleI/RecipientTable/USAddress/CityNm2Colorado Springs
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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 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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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt05093
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt05093
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0564279
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0569000
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010149
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015149
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0574093
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0564279
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0569000
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd020005
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Eric Hoplin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02022894322
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Financial Services Roundtable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Scholarship Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0262353925
ReturnHeader/Filer/PhoneNum02022894322
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 13th Street NW No 400
ReturnHeader/Filer/USAddress/CityNm0Washington
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.214.41.82
ReturnHeader/FilingSecurityInformation/IPDt02017-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm023:14:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08300 Boone Boulevard Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07038930300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole M Prince CPA
ReturnHeader/ReturnTs02017-11-05T22:14:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$574,093
Liabilities
$5,093
Net assets
$569,000
Revenue
$15,149
Expenses
$38,055
Net income
-$22,906
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