Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
990EZ • Fiscal year 2022 • EIN 27-5101864
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Down$218,251
Down $704 (-0.3%) from 2021
Net Assets
Up$207,851
Up $5,626 (+2.8%) from 2021
Liabilities
Down$10,400
Down $6,330 (-38%) from 2021
Revenue
Up$147,000
Up $16,000 (+12%) from 2021
Expenses
Up$141,374
Up $51,790 (+58%) from 2021
Net Income
Down$5,626
Down $35,790 (-86%) from 2021
Fsrsd is organized to promote, foster and stimulate supplier diversity in the financial services industry
| Description | Grants | Expenses |
|---|---|---|
| FRSRD 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 PURPOSES OF DISCUSSION AND EDUCATION OF PROBLEMS AFFECTING SUPPLIER DIVERSITY | - | $141,374 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISSA MILLER CHAIR EMERITUS | Chairman | - | $0 | - | - |
| SALLY WILSON 1ST VICE CHAIR | Vice President | - | $0 | - | - |
| ROBERT SIMPSON CHAIR | Chairman | - | $0 | - | - |
| KEVIN DEESE 2ND VICE CHAIR | Vice President | - | $0 | - | - |
| ANISHA JACKSON SECRETARY | Secretary | - | $0 | - | - |
| ROSI HASAN TREASURER | Treasurer | - | $0 | - | - |
“Insurance $606”
“BENCHMARKING $34900”
“MARKETING $26015”
“WEBINAR $25785”
“Administrative and related $18447”
“MARKETING OTHER $10192”
“PROFESSIONAL FEES $8950”
“Amortization of software $2240”
“Website design and maintenance $1088”
“MAIL FORWARDING $695”
“MISCELLANEOUS $305”
“LICENSE AND FEES $70”
“BANK FEED $21”
“Accounts Receivable - Beginning $2500 Accounts Receivable - Ending $0”
“Prepaid Expenses and Deferred Charges - Beginning $1352 Prepaid Expenses and Deferred Charges - Ending $304”
“Intangible Assets - Beginning $450 Intangible Assets - Ending $450”
“Accounts Payable and Accrued Expenses - Beginning $6730 Accounts Payable and Accrued Expenses - Ending $6400”
“Deferred Revenue - Beginning $10000 Deferred Revenue - Ending $4000”
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/BooksInCareOfDetail/PersonNm | 0 | ROSI HASAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3124445409 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 801 US HIGHWAY 1 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NORTH PALM BEACH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33408 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 214653 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 217497 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 147000 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 5626 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12060 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 218955 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 218251 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 147000 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 202225 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 207851 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 202225 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 207851 |
| 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/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/PersonNm | 0 | LISSA MILLER CHAIR EMERITUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SALLY WILSON 1ST VICE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ROBERT SIMPSON CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KEVIN DEESE 2ND VICE CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ANISHA JACKSON SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ROSI HASAN TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4302 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 754 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 129314 |
| 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 | FRSRD 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 PURPOSES OF DISCUSSION AND EDUCATION OF PROBLEMS AFFECTING SUPPLIER DIVERSITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 141374 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 16730 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 10400 |
| 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 | 141374 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 141374 |
| IRS990EZ/TotalRevenueAmt | 0 | 147000 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fsrsd.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Insurance $606 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | BENCHMARKING $34900 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MARKETING $26015 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | WEBINAR $25785 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ADMINISTRATIVE AND RELATED $18447 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | MARKETING OTHER $10192 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PROFESSIONAL FEES $8950 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | AMORTIZATION OF SOFTWARE $2240 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | WEBSITE DESIGN AND MAINTENANCE $1088 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | MAIL FORWARDING $695 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | MISCELLANEOUS $305 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | LICENSE AND FEES $70 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | BANK FEED $21 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Accounts Receivable - Beginning $2500 Accounts Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Prepaid Expenses and Deferred Charges - Beginning $1352 Prepaid Expenses and Deferred Charges - Ending $304 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Intangible Assets - Beginning $450 Intangible Assets - Ending $450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Accounts Payable and Accrued Expenses - Beginning $6730 Accounts Payable and Accrued Expenses - Ending $6400 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Deferred Revenue - Beginning $10000 Deferred Revenue - Ending $4000 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Total Liabilities.1003 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROSI HASAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-06-16 |
| 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 | 3127235916 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 801 US HIGHWAY 1 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORTH PALM BEACH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33408 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2023-06-16T12:36:41-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ROSI |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HASAN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.