Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Exchequer Club of Washington DC
EIN 30-0643892 • 501(c)6 • Washington, DC
Profile
The purpose of the "the exchequer club" is to enhance understanding of current developments, issues and policies relating to the financial services industry nationwide. Toward this end, it provides a pleasant and hospitable forum for the informal exchange of information and opinion amoung individuals whose professional interests center primarily on national financial services issues. The club invites knowledgeable and prestigious speakers to address its members, encourages members to bring to its meetings guests who share the members' professional interests and seeks to achieve the full and frank exchange of views in a relaxed and agreeable environment.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
26th percentile
Higher net margin than 26% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
Balance Sheet
Assets
Down$105,163
Down $22,741 (-18%) from 2023
Liabilities
Up$1,586
Up $341 (+27%) from 2023
Net Assets
Down$103,577
Down $23,082 (-18%) from 2023
Revenue
Up$155,910
Up $6,600 (+4.4%) from 2023
Expenses
Down$178,992
Down $14,556 (-7.5%) from 2023
Net Income
Up-$23,082
Up $21,156 (+48%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $105,163
- Liabilities
- $1,586
- Net assets
- $103,577
- Revenue
- $155,910
- Expenses
- $178,992
- Net income
- -$23,082
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Oct 30, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $155,910
Mission and Program Overview
Mission
The purpose of the "the exchequer club" is to enhance understanding of current developments, issues and policies relating to the financial services industry nationwide. Toward this end, it provides a pleasant and hospitable forum for the informal exchange of information and opinion among individuals whose professional interests center primarily on national financial services issues. The club invites knowledgeable and prestigious speakers to address its members, encourages members to bring to its meetings guests who share the members' professional interests and seeks to achieve the full and frank exchange of views in a relaxed and agreeable environment.
The purpose of the "exchequer club" is to enhance understanding of current developments, issues and policies relating to the financial services industry nationwide. Toward this end, it provides a pleasant and hospitable forum for the informal exchange of information and opinion among individuals whose professional interests center primarily on national financial services issues. The club invites knowledgeable and prestigious speakers to address its members, encourages members to bring to its meetings guests who share the members' professional interests and seeks to achieve the full and frank exchange of views in a relaxed and agreeable environment.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| HELD MONTHLY LUNCHEON MEETINGS WITH SPEAKERS FOR DISCUSSIONS ON FINANCIAL SERVICES-RELATED ISSUES, EACH ATTENDED BY 60-120 MEMBERS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| FAITH SCHWARTZ | Chancellor | - | $0 | - | - |
| ROB BLACKWELL | Recorder | - | $0 | - | - |
| PAUL THORNELL | Vice Chancellor | - | $0 | - | - |
| LISA PETO | Bursar | - | $0 | - | - |
| MATT CAMERON | Director At Large | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Exchequer Club of Washington Dc
- EIN
- 30-0643892
- Phone
- 3013361715
- Address
- 2550 M STREET NW 8TH FLOOR, WASHINGTON, DC 20037
Signing Officer
- Name
- Faith Schwartz
- Title
- Chancellor
- Phone
- 2104258452
- Signed
- 2025-10-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 6116 EXECUTIVE BLVD 500, NORTH BETHESDA, MD 20852
- Preparer
- Bert L Swain CPA
- Phone
- 3017705100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: luncheons and receptions. Amount: 123,076. Description: bank/cc fees. Amount: 8,696. Description: computer marketing expense. Amount: 3,876. Description: license/permits. Amount: 200. Description: ground transporation/parking. Amount: 246. Description: postage. Amount: 1,241. Description: dues and subscriptions. Amount: 540. Description: supplies. Amount: 16. Description: receptions. Amount: 17,574. Total to form 990-ez, line 16: 155,465.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 18,150. End of year amount: 17,550. Description: prepaid expenses. Beg. Of year amount: 9,790. End of year amount: 18,459.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 1,245. End of year amount: 1,586.”
Raw XML Appendix121 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CHERYL WARREN SIVON NATTER WEC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3013361715 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2550 M STREET NW 8TH FLOOR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20037 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99964 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 69154 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -23082 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 23527 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 127904 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 105163 |
| IRS990EZ/GrossReceiptsAmt | 0 | 155910 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 84300 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 126659 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 103577 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 126659 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 103577 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | FAITH SCHWARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ROB BLACKWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PAUL THORNELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LISA PETO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MATT CAMERON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHANCELLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | RECORDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE CHANCELLOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BURSAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR AT LARGE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 27940 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 36009 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 155465 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE "EXCHEQUER CLUB" IS TO ENHANCE UNDERSTANDING OF CURRENT DEVELOPMENTS, ISSUES AND POLICIES RELATING TO THE FINANCIAL SERVICES INDUSTRY NATIONWIDE. TOWARD THIS END, IT PROVIDES A PLEASANT AND HOSPITABLE FORUM FOR THE INFORMAL EXCHANGE OF INFORMATION AND OPINION AMONG INDIVIDUALS WHOSE PROFESSIONAL INTERESTS CENTER PRIMARILY ON NATIONAL FINANCIAL SERVICES ISSUES. THE CLUB INVITES KNOWLEDGEABLE AND PRESTIGIOUS SPEAKERS TO ADDRESS ITS MEMBERS, ENCOURAGES MEMBERS TO BRING TO ITS MEETINGS GUESTS WHO SHARE THE MEMBERS' PROFESSIONAL INTERESTS AND SEEKS TO ACHIEVE THE FULL AND FRANK EXCHANGE OF VIEWS IN A RELAXED AND AGREEABLE ENVIRONMENT. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 71610 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HELD MONTHLY LUNCHEON MEETINGS WITH SPEAKERS FOR DISCUSSIONS ON FINANCIAL SERVICES-RELATED ISSUES, EACH ATTENDED BY 60-120 MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1245 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1586 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 178992 |
| IRS990EZ/TotalRevenueAmt | 0 | 155910 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | EXCHEQUERCLUB.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: LUNCHEONS AND RECEPTIONS. AMOUNT: 123,076. DESCRIPTION: BANK/CC FEES. AMOUNT: 8,696. DESCRIPTION: COMPUTER MARKETING EXPENSE. AMOUNT: 3,876. DESCRIPTION: LICENSE/PERMITS. AMOUNT: 200. DESCRIPTION: GROUND TRANSPORATION/PARKING. AMOUNT: 246. DESCRIPTION: POSTAGE. AMOUNT: 1,241. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 540. DESCRIPTION: SUPPLIES. AMOUNT: 16. DESCRIPTION: RECEPTIONS. AMOUNT: 17,574. TOTAL TO FORM 990-EZ, LINE 16: 155,465. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 18,150. END OF YEAR AMOUNT: 17,550. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 9,790. END OF YEAR AMOUNT: 18,459. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,245. END OF YEAR AMOUNT: 1,586. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FAITH SCHWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHANCELLOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2104258452 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EXCHEQUER CLUB OF WASHINGTON DC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EXCH |
| ReturnHeader/Filer/EIN | 0 | 300643892 |
| ReturnHeader/Filer/PhoneNum | 0 | 3013361715 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2550 M STREET NW 8TH FLOOR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WASHINGTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 20037 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6116 EXECUTIVE BLVD 500 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NORTH BETHESDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20852 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3017705100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BERT L SWAIN CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-02T19:28:28-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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