Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
990EZ • Fiscal year 2019 • EIN 27-5101864
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Assets
Down$146,398
Down $7,089 (-4.6%) from 2018
Net Assets
Down$126,598
Down $9,089 (-6.7%) from 2018
Liabilities
Up$19,800
Up $2,000 (+11%) from 2018
Revenue
Up$114,710
Up $11,710 (+11%) from 2018
Expenses
Up$123,799
Up $51,707 (+72%) from 2018
Net Income
Down-$9,089
Down $39,997 (-129%) from 2018
Fsrsd is organized to promote, foster and stimulate supplier diversity in the financial services industry
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lissa Miller Chair | Chairman | - | $0 | - | - |
| Hannah Fletcher 1st Vice Chair | Vice President | - | $0 | - | - |
| Lynn Reddrick 2nd Vice Chair | Vice President | - | $0 | - | - |
| Theresa Chiang Q2 | Secretary | - | $0 | - | - |
| Lynn Reddrick Interim Q2-Q3 | Secretary | - | $0 | - | - |
| Dinita Caldwell Q4 | Secretary | - | $0 | - | - |
| Beth Canning Treasurer | Treasurer | - | $0 | - | - |
| Diana Domenech - Chair Emeritus | Chairman | - | $0 | - | - |
“Events - symposium $32452”
“Events - wbenc breakfast $13269”
“Report - economic impact rpt $12500”
“Administrative $11910”
“Benchmarking $10000”
“Report - supplier manual $10000”
“Website Design and Maintenance $6155”
“Report - annual $6101”
“Amortization - Software $5182”
“Events - Marketing $2700”
“Membership Development $1216”
“Marketing the Scholarship $980”
“Accounting and Related $770”
“Insurance $735”
“License and Fees $724”
“Website - other $250”
“PO Box $88”
“Awards $58”
“Misc $9”
“Website Development - Beginning $15546 Website Development - Ending $10364”
“Trade Mark Registration - Beginning $450 Trade Mark Registration - Ending $450”
“Accounts Payable and Accrued Expenses - Beginning $3800 Accounts Payable and Accrued Expenses - Ending $3800”
“Members Dues in Advance - Beginning $14000 Members Dues in Advance - Ending $16000”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Camille Y Bragg |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2166895321 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 801 US Highway 1 North |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Palm Beach |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33408 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 137491 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 135584 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 114710 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9089 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3800 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 153487 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 146398 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 4900 |
| IRS990EZ/GrossReceiptsAmt | 0 | 114710 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 135687 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 126598 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 135687 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 126598 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Lissa Miller Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Hannah Fletcher 1st Vice Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lynn Reddrick 2nd Vice Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Theresa Chiang Q2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lynn Reddrick Interim Q2-Q3 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Dinita Caldwell Q4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Beth Canning Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Diana Domenech - Chair Emeritus |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Chairman |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15996 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10814 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 115099 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | FSRSD is organized to promote, foster and stimulate supplier diversity in the financial services industry |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17800 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 19800 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 123799 |
| IRS990EZ/TotalRevenueAmt | 0 | 114710 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fsrsd.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Events - symposium $32452 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Events - wbenc breakfast $13269 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Report - economic impact rpt $12500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Administrative $11910 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Benchmarking $10000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Report - supplier manual $10000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Website Design and Maintenance $6155 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Report - annual $6101 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Amortization - Software $5182 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Events - Marketing $2700 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Membership Development $1216 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Marketing the Scholarship $980 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Accounting and Related $770 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Insurance $735 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | License and Fees $724 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Website - other $250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | PO Box $88 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Awards $58 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | Misc $9 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | Website Development - Beginning $15546 Website Development - Ending $10364 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 20 | Trade Mark Registration - Beginning $450 Trade Mark Registration - Ending $450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 21 | Accounts Payable and Accrued Expenses - Beginning $3800 Accounts Payable and Accrued Expenses - Ending $3800 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 22 | Members Dues in Advance - Beginning $14000 Members Dues in Advance - Ending $16000 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Expenses.15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Expenses.16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Other Expenses.17 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Other Expenses.18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Other Expenses.19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 20 | Other Assets.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 21 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 22 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Camille Y Bragg |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-10-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Financial Services Roundtable for |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Supplier Diversity Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 275101864 |
| ReturnHeader/Filer/PhoneNum | 0 | 2166895321 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 801 US Highway 1 North |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Palm Beach |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33408 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 272981725 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WEBB CPA GROUP LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2110 E Crabtree Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Arlington Heights |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60004 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8479894992 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | David Webb |
| ReturnHeader/ReturnTs | 0 | 2020-10-22T06:36:09-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.