Civic Intelligence

Financial Services Roundtable for Supplier Diversity Inc

EIN 27-5101864 • 501(c)6 • Tampa, FL

Profile

Fsrsd is organized to promote, foster and stimulate supplier diversity in the financial services industry

625 E Twiggs Street 1000Tampa, FL 33602

www.fsrsd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.18x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.23x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

-1.0%

Higher net margin than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

8.9%

Faster asset growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$253,814

Up $20,651 (+8.9%) from 2023

Liabilities

Up

$45,040

Up $22,748 (+102%) from 2023

Net Assets

Down

$208,774

Down $2,097 (-1.0%) from 2023

Revenue

Up

$200,000

Up $30,500 (+18%) from 2023

Expenses

Up

$202,097

Up $35,617 (+21%) from 2023

Net Income

Down

-$2,097

Down $5,117 (-169%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $1,626Net Assets 2011: $1,6262011Assets 2012: $33,288Net Assets 2012: $33,2882012Assets 2013: $37,932Net Assets 2013: $37,9322013Assets 2014: $0Net Assets 2014: $5,5762014Assets 2015: $306,561Liabilities 2015: $251,800Net Assets 2015: $54,7612015Assets 2016: $91,486Liabilities 2016: $11,800Net Assets 2016: $79,6862016Assets 2017: $124,579Liabilities 2017: $19,800Net Assets 2017: $104,7792017Assets 2018: $153,487Liabilities 2018: $17,800Net Assets 2018: $135,6872018Assets 2019: $146,398Liabilities 2019: $19,800Net Assets 2019: $126,5982019Assets 2020: $175,182Liabilities 2020: $7,800Net Assets 2020: $167,3822020Assets 2021: $218,955Liabilities 2021: $16,730Net Assets 2021: $202,2252021Assets 2022: $218,251Liabilities 2022: $10,400Net Assets 2022: $207,8512022Assets 2023: $233,163Liabilities 2023: $22,292Net Assets 2023: $210,8712023Assets 2024: $253,814Liabilities 2024: $45,040Net Assets 2024: $208,7742024

Highlighted filing

2024

Assets$253,814
Liabilities$45,040
Net Assets$208,774

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $57,700Expenses 2011: $99,775Net Income 2011: -$42,0752011Revenue 2012: $108,302Expenses 2012: $76,640Net Income 2012: $31,6622012Revenue 2013: $113,000Expenses 2013: $108,356Net Income 2013: $4,6442013Revenue 2014: $88,000Expenses 2014: $120,356Net Income 2014: -$32,3562014Revenue 2015: $102,229Expenses 2015: $47,244Net Income 2015: $54,9852015Revenue 2016: $83,995Expenses 2016: $59,070Net Income 2016: $24,9252016Revenue 2017: $87,000Expenses 2017: $61,907Net Income 2017: $25,0932017Revenue 2018: $103,000Expenses 2018: $72,092Net Income 2018: $30,9082018Revenue 2019: $114,710Expenses 2019: $123,799Net Income 2019: -$9,0892019Revenue 2020: $116,500Expenses 2020: $75,716Net Income 2020: $40,7842020Revenue 2021: $131,000Expenses 2021: $89,584Net Income 2021: $41,4162021Revenue 2022: $147,000Expenses 2022: $141,374Net Income 2022: $5,6262022Revenue 2023: $169,500Expenses 2023: $166,480Net Income 2023: $3,0202023Revenue 2024: $200,000Expenses 2024: $202,097Net Income 2024: -$2,0972024

Highlighted filing

2024

Revenue$200,000
Expenses$202,097
Net Income-$2,097

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.45$2.09$2.00$2.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.22$2.11$1.70$1.66$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.10$2.08$1.47$1.41$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.17$2.02$1.31$0.90$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.08$1.67$1.17$0.76$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.20$1.27$1.15$1.24$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.18$1.36$1.03$0.72$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.20$1.05$0.87$0.62$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.12$0.80$0.84$0.59$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.07$2.52$0.55$1.02$0.47$0.55
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.06$0.88$1.20$0.32
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.13$1.08$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$1.08$0.77$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$0.58$1.00$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 26, 2025
Return Version
2024v5.2
Gross Receipts
$200,000
Mission and Program Overview

Mission

Fsrsd is organized to promote, foster and stimulate supplier diversity in the financial services industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$226,307$251,198▲ $24,891
Accounts Receivable$2,000$0▼ $2,000
Land, Buildings, and Equipment, Net$4,107$1,867▼ $2,240
Intangible Assets$450$450→ $0
Prepaid Expenses and Deferred Charges$299$299→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$233,163$253,814▲ $20,651
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10,292$35,040▲ $24,748
Deferred Revenue$12,000$10,000▼ $2,000
Total Liabilities$22,292$45,040▲ $22,748
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$210,871$208,774▼ $2,097
Total Net Assets Fund Balance$210,871$208,774▼ $2,097
Total Liabilities and Net Assets / Fund Balance$233,163$253,814▲ $20,651

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,867--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$200,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-2,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$200,000
Total Revenue per Audited Statements
$200,000
Total Revenue per Form 990
$200,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,859$6,842-$27,701
Other Expenses$17,500$34,264-$17,500
Fees for Services Accounting-$15,074-$15,074
Insurance-$598-$598
Total Functional Expenses$145,319$56,778$0$202,097

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$202,097
Total Expenses per Audited Statements$202,097
Total Expenses per Form 990$202,097
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Financial Services Roundtable for
EIN
27-5101864
Phone
3127235916
Address
625 E TWIGGS STREET 1000, TAMPA, FL 33602

Signing Officer

Name
Lanisha Mullin
Title
Treasurer
Signed
2025-08-26
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Webb CPA Group Ltd
Address
2110 E Crabtree Dr, Arlington Heights, IL 60004
Preparer
David Webb
Phone
8479894992
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

AMORTIZATION - SOFTWARE: Column (A) - Total = $2240; Column (B) - Program Services = $0; Column (C) - Management & General = $2240; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

BANK FEES: Column (A) - Total = $1188; Column (B) - Program Services = $0; Column (C) - Management & General = $1188; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

EDUCATION SCHOLARSHIPS: Column (A) - Total = $10774; Column (B) - Program Services = $10774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

LICENSE AND FEES: Column (A) - Total = $165; Column (B) - Program Services = $0; Column (C) - Management & General = $165; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

MAIL FORWARDING: Column (A) - Total = $710; Column (B) - Program Services = $0; Column (C) - Management & General = $710; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

MISCELLANEOUS: Column (A) - Total = $612; Column (B) - Program Services = $0; Column (C) - Management & General = $612; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

PROFESSIONAL FEES: Column (A) - Total = $700; Column (B) - Program Services = $0; Column (C) - Management & General = $700; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

WEBINARS: Column (A) - Total = $10085; Column (B) - Program Services = $10085; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

WEBSITE DESIGN AND MAINTENANCE: Column (A) - Total = $1227; Column (B) - Program Services = $0; Column (C) - Management & General = $1227; Column (D) - Fundraising = $0

Raw XML Appendix341 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/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0166480
IRS990/PYRevenuesLessExpensesAmt03020
IRS990/PYTotalExpensesAmt0166480
IRS990/PYTotalRevenueAmt0169500
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2097
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0202097
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01867
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01867
IRS990ScheduleD/RevenueSubtotalAmt0200000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01867
IRS990ScheduleD/TotalExpensesPerForm990Amt0202097
IRS990ScheduleD/TotalRevenuePerForm990Amt0200000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0200000
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0202097
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMORTIZATION - SOFTWARE: Column (A) - Total = $2240; Column (B) - Program Services = $0; Column (C) - Management & General = $2240; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES: Column (A) - Total = $1188; Column (B) - Program Services = $0; Column (C) - Management & General = $1188; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATION SCHOLARSHIPS: Column (A) - Total = $10774; Column (B) - Program Services = $10774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSE AND FEES: Column (A) - Total = $165; Column (B) - Program Services = $0; Column (C) - Management & General = $165; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MAIL FORWARDING: Column (A) - Total = $710; Column (B) - Program Services = $0; Column (C) - Management & General = $710; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS: Column (A) - Total = $612; Column (B) - Program Services = $0; Column (C) - Management & General = $612; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROFESSIONAL FEES: Column (A) - Total = $700; Column (B) - Program Services = $0; Column (C) - Management & General = $700; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEBINARS: Column (A) - Total = $10085; Column (B) - Program Services = $10085; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WEBSITE DESIGN AND MAINTENANCE: Column (A) - Total = $1227; Column (B) - Program Services = $0; Column (C) - Management & General = $1227; Column (D) - Fundraising = $0
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 IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0233163
IRS990/TotalAssetsEOYAmt0253814
IRS990/TotalAssetsGrp/BOYAmt0233163
IRS990/TotalAssetsGrp/EOYAmt0253814
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0200000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056778
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202097
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022292
IRS990/TotalLiabilitiesEOYAmt045040
IRS990/TotalLiabilitiesGrp/BOYAmt022292
IRS990/TotalLiabilitiesGrp/EOYAmt045040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0210871
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0208774
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0233163
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253814
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0625 E TWIGGS STREET 1000
IRS990/USAddress/CityNm0TAMPA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033602
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.FSRSD.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANISHA MULLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL SERVICES ROUNDTABLE FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUPPLIER DIVERSITY INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0275101864
ReturnHeader/Filer/PhoneNum03127235916
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 E TWIGGS STREET 1000
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272981725
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEBB CPA GROUP LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 E Crabtree Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060004
ReturnHeader/PreparerPersonGrp/PhoneNum08479894992
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Webb
ReturnHeader/ReturnTs02025-08-26T05:58:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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