Civic Intelligence

Financial Services Roundtable for Supplier Diversity Inc

990EZ • Fiscal year 2020 • EIN 27-5101864

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization Profilewww.fsrsd.org
801 US Highway 1North Palm Beach, FL 33408

(312) 723-5916

Siviq Scores

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

Liabilities / Assets

64th percentile

0.04x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.07x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

35%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

1.6%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$175,182

Up $28,784 (+20%) from 2019

Net Assets

Up

$167,382

Up $40,784 (+32%) from 2019

Liabilities

Down

$7,800

Down $12,000 (-61%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin88th percentile

Revenue

Up

$116,500

Up $1,790 (+1.6%) from 2019

Expenses

Down

$75,716

Down $48,083 (-39%) from 2019

Net Income

Up

$40,784

Up $49,873 (+549%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$175,182
Liabilities$7,800
Net Assets$167,382
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$116,500
Expenses$75,716
Net Income$40,784
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.0
Gross Receipts
$116,500
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 Miller Board ChairChairman-$0--
Hannah Fletcher 1st Vice ChairVice President-$0--
Lynn Reddrick 2nd Vice ChairVice President-$0--
Diana Domenech Board Chair EmeritusDirector-$0--
Camille Bragg TreasurerTreasurer-$0--
Sally Wilson SecretarySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Financial Services Roundtable for
EIN
27-5101864
Phone
3127235916
Address
801 US Highway 1, North Palm Beach, FL 33408

Signing Officer

Name
Lissa Miller
Title
Chairman
Signed
2021-10-25
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.1001

“Advertising and Promotion $20725”

Other Expenses.1011

“Depletion $4350”

Other Expenses.1012

“Insurance $745”

Other Expenses.1

“Administrative $13000”

Other Expenses.2

“Website Write Off $10364”

Other Expenses.3

“Benchmarking $10000”

Other Expenses.4

“Webinar $5625”

Other Expenses.5

“Professional Fess $3826”

Other Expenses.6

“Report - Annual $2900”

Other Expenses.7

“Website $2120”

Other Expenses.8

“Miscellaneous $543”

Other Expenses.9

“Mail Forwarding $449”

Other Expenses.10

“License and Fees $165”

Other Expenses.11

“PO Box $49”

Other Expenses.12

“Bank Fees $15”

Other Assets.1

“Fixed Asset - Software Developed - Beginning $25910 Fixed Asset - Software Developed - Ending $21750”

Other Assets.2

“Fixed Asset - Depreciation - Beginning $-15546 Fixed Asset - Depreciation - Ending $-4350”

Other Assets.3

“Other - Beginning $450 Other - 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 $4000”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03127235916
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palm Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033408
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135584
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lissa Miller Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hannah Fletcher 1st Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lynn Reddrick 2nd Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Diana Domenech Board Chair Emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Camille Bragg Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sally Wilson Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010814
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017850
IRS990EZ/OtherExpensesTotalAmt074876
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FSRSD is organized to promote, foster and stimulate supplier diversity in the financial services industry
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019800
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075716
IRS990EZ/TotalRevenueAmt0116500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fsrsd.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $20725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depletion $4350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website Write Off $10364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Benchmarking $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Webinar $5625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Professional Fess $3826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Report - Annual $2900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Website $2120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Mail Forwarding $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12License and Fees $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PO Box $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank Fees $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Fixed Asset - Software Developed - Beginning $25910 Fixed Asset - Software Developed - Ending $21750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Fixed Asset - Depreciation - Beginning $-15546 Fixed Asset - Depreciation - Ending $-4350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Other - Beginning $450 Other - Ending $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $3800 Accounts Payable and Accrued Expenses - Ending $3800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Members Dues in Advance - Beginning $16000 Members Dues in Advance - Ending $4000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lissa Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
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/AddressLine1Txt0801 US Highway 1
ReturnHeader/Filer/USAddress/CityNm0North Palm Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033408
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/ReturnTs02021-10-25T17:07:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Miller
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,182
Liabilities
$7,800
Net assets
$167,382
Revenue
$116,500
Expenses
$75,716
Net income
$40,784
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