Civic Intelligence

Financial Services Roundtable for Supplier Diversity Inc

990EZ • Fiscal year 2018 • EIN 27-5101864

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profilewww.fsrsd.org
110 Walter Way PO Box 1884Stockbridge, GA 30281

(973) 367-7125

Siviq Scores

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

Liabilities / Assets

75th percentile

0.12x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.17x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

30%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$153,487

Up $28,908 (+23%) from 2017

Net Assets

Up

$135,687

Up $30,908 (+29%) from 2017

Liabilities

Down

$17,800

Down $2,000 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin91st percentile

Revenue

Up

$103,000

Up $16,000 (+18%) from 2017

Expenses

Up

$72,092

Up $10,185 (+16%) from 2017

Net Income

Up

$30,908

Up $5,815 (+23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$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

2018

Assets$153,487
Liabilities$17,800
Net Assets$135,687
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$103,000
Expenses$72,092
Net Income$30,908
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$103,000
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
FSRSD provides a forum for members with a common business interests in promoting supplier diversity in the financial services industry by sponsoring events and meetings for the purpose of discussion and education of problems affecting supplier diversity.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lissa MillerChairman-$0--
Hannah FletcherVice President-$0--
Lynn ReddrickVice President-$0--
Beth CanningTreasurer-$0--
Theresa ChiangSecretary-$0--
Diana DomenechDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Services Roundtable for
EIN
27-5101864
Phone
9733677125
Address
110 Walter Way PO Box 1884, Stockbridge, GA 30281

Signing Officer

Name
Beth Canning
Title
Treasurer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Events - Marketing $26661”

Other Expenses.2

“Benchmarking $10000”

Other Expenses.3

“Administrative $9550”

Other Expenses.4

“Website Design and Maintenance $6423”

Other Expenses.5

“Amortization - Software $5182”

Other Expenses.6

“Insurance $735”

Other Expenses.7

“License and Fees $719”

Other Expenses.8

“Accounting and Related $210”

Other Expenses.9

“PO Box $76”

Other Expenses.10

“Gifts and Parties $63”

Other Assets.1

“Website Development - Beginning $20728 Website Development - Ending $15546”

Other Assets.2

“Trade Mark Registration - Beginning $450 Trade Mark Registration - Ending $450”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3800 Accounts Payable and Accrued Expenses - Ending $3800”

Total Liabilities.1

“Members Dues in Advance - Beginning $16000 Members Dues in Advance - Ending $14000”

Raw XML Appendix140 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Beth Canning
IRS990EZ/BooksInCareOfDetail/PhoneNum09733677125
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0751 Broad Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newark
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103401
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0137491
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0103000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030908
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03823
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124579
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153487
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08650
IRS990EZ/GrossReceiptsAmt0103000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0135687
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0135687
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lissa Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hannah Fletcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lynn Reddrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Beth Canning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Theresa Chiang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Diana Domenech
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021178
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015996
IRS990EZ/OtherExpensesTotalAmt059619
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FSRSD is organized to promote, foster and stimulate supplier diversity in the financial services industry
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FSRSD provides a forum for members with a common business interests in promoting supplier diversity in the financial services industry by sponsoring events and meetings for the purpose of discussion and education of problems affecting supplier diversity.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072092
IRS990EZ/TotalRevenueAmt0103000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fsrsd.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Events - Marketing $26661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Benchmarking $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative $9550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website Design and Maintenance $6423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Amortization - Software $5182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6License and Fees $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounting and Related $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PO Box $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Gifts and Parties $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website Development - Beginning $20728 Website Development - Ending $15546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Trade Mark Registration - Beginning $450 Trade Mark Registration - Ending $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $3800 Accounts Payable and Accrued Expenses - Ending $3800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Members Dues in Advance - Beginning $16000 Members Dues in Advance - Ending $14000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Canning
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Services Roundtable for
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Supplier Diversity Inc
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0275101864
ReturnHeader/Filer/PhoneNum09733677125
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 Walter Way PO Box 1884
ReturnHeader/Filer/USAddress/CityNm0Stockbridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030281
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/ReturnTs02019-05-13T13:42:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$153,487
Liabilities
$17,800
Net assets
$135,687
Revenue
$103,000
Expenses
$72,092
Net income
$30,908
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