Civic Intelligence

Institute for Financial Markets

EIN 52-1634508 • 501(c)3 • Washington, DC

Profile

The institute's mission focuses on two primary areas - education and ethics. The purpose of the ifm is to increase public awareness and understanding of the importance of financial markets and the financial service industry to the global economy, and to improve the technical competence of those in the industry who deal with the public. As such, the institute engages in activities such as research, ethics and anti-money compliance laundering training, publications dissemination, course development, workshops, and conferences.

2001 K Street NW Suite 725Washington, DC 20006

www.theifm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.14x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$452,345

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-10%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

232%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,434,520

Down $510,261 (-10%) from 2023

Liabilities

Down

$192,539

Down $56,915 (-23%) from 2023

Net Assets

Down

$4,241,981

Down $453,346 (-9.7%) from 2023

Revenue

Up

$1,413,733

Up $988,063 (+232%) from 2023

Expenses

Up

$1,271,317

Up $152,636 (+14%) from 2023

Net Income

Up

$142,416

Up $835,427 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,192,708Liabilities 2010: $2,240,641Net Assets 2010: $952,0672010Assets 2011: $3,070,139Liabilities 2011: $2,206,026Net Assets 2011: $864,1132011Assets 2012: $3,391,507Liabilities 2012: $2,153,028Net Assets 2012: $1,238,4792012Assets 2013: $4,093,855Liabilities 2013: $2,175,790Net Assets 2013: $1,918,0652013Assets 2014: $4,629,936Liabilities 2014: $2,194,551Net Assets 2014: $2,435,3852014Assets 2015: $5,086,107Liabilities 2015: $2,179,397Net Assets 2015: $2,906,7102015Assets 2016: $5,829,192Liabilities 2016: $1,102,429Net Assets 2016: $4,726,7632016Assets 2017: $7,573,223Liabilities 2017: $251,906Net Assets 2017: $7,321,3172017Assets 2018: $6,602,077Liabilities 2018: $154,769Net Assets 2018: $6,447,3082018Assets 2019: $6,737,333Liabilities 2019: $149,060Net Assets 2019: $6,588,2732019Assets 2020: $6,579,742Liabilities 2020: $151,936Net Assets 2020: $6,427,8062020Assets 2021: $6,341,875Liabilities 2021: $167,659Net Assets 2021: $6,174,2162021Assets 2022: $5,099,497Liabilities 2022: $189,371Net Assets 2022: $4,910,1262022Assets 2023: $4,944,781Liabilities 2023: $249,454Net Assets 2023: $4,695,3272023Assets 2024: $4,434,520Liabilities 2024: $192,539Net Assets 2024: $4,241,9812024

Highlighted filing

2024

Assets$4,434,520
Liabilities$192,539
Net Assets$4,241,981

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2010: $1,084,398Expenses 2010: $1,113,878Net Income 2010: -$29,4802010Revenue 2011: $1,613,412Expenses 2011: $1,560,536Net Income 2011: $52,8762011Expenses 2012: $1,643,3212012Revenue 2013: $1,991,672Expenses 2013: $1,572,146Net Income 2013: $419,5262013Revenue 2014: $1,936,470Expenses 2014: $1,594,330Net Income 2014: $342,1402014Revenue 2015: $2,058,632Expenses 2015: $1,439,718Net Income 2015: $618,9142015Revenue 2016: $2,082,025Expenses 2016: $1,679,491Net Income 2016: $402,5342016Revenue 2017: $3,391,428Expenses 2017: $884,101Net Income 2017: $2,507,3272017Revenue 2018: -$11,810Expenses 2018: $862,199Net Income 2018: -$874,0092018Revenue 2019: $407,149Expenses 2019: $994,909Net Income 2019: -$587,7602019Revenue 2020: $666,210Expenses 2020: $884,781Net Income 2020: -$218,5712020Revenue 2021: $527,039Expenses 2021: $940,918Net Income 2021: -$413,8792021Revenue 2022: $251,587Expenses 2022: $827,624Net Income 2022: -$576,0372022Revenue 2023: $425,670Expenses 2023: $1,118,681Net Income 2023: -$693,0112023Revenue 2024: $1,413,733Expenses 2024: $1,271,317Net Income 2024: $142,4162024

Highlighted filing

2024

Revenue$1,413,733
Expenses$1,271,317
Net Income$142,416

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.43$0.19$4.24$1.41$1.27$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.25$4.70$0.43$1.12$0.69
2022Detailed filing. Detailed filing data is available for this year.$5.10$0.19$4.91$0.25$0.83$0.58
2021Detailed filing. Detailed filing data is available for this year.$6.34$0.17$6.17$0.53$0.94$0.41
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.15$6.43$0.67$0.88$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.74$0.15$6.59$0.41$0.99$0.59
2018Detailed filing. Detailed filing data is available for this year.$6.60$0.15$6.45$0.01$0.86$0.87
2017Detailed filing. Detailed filing data is available for this year.$7.57$0.25$7.32$3.39$0.88$2.51
2016Detailed filing. Detailed filing data is available for this year.$5.83$1.10$4.73$2.08$1.68$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.09$2.18$2.91$2.06$1.44$0.62
2014Detailed filing. Detailed filing data is available for this year.$4.63$2.19$2.44$1.94$1.59$0.34
2013Detailed filing. Detailed filing data is available for this year.$4.09$2.18$1.92$1.99$1.57$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$2.15$1.24$1.64
2011Summary only. Only limited summary data is available for this year.$3.07$2.21$0.86$1.61$1.56$0.05
2010Summary only. Only limited summary data is available for this year.$3.19$2.24$0.95$1.08$1.11$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

The institute's mission focuses on two primary areas - education and ethics. The purpose of the ifm is to increase public awareness and understanding of the importance of financial markets and the financial service industry to the global economy, and to improve the technical competence of those in the industry who deal with the public. As such, the institute engages in activities such as research, ethics and anti-money compliance laundering training, publications dissemination, course development, workshops, and conferences.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentFT$406,475$45,870$452,345
-Member Of Board Of Trustees-$0--
-Member Of Board Of Trustees-$0--
-Member Of Board Of Trustees-$0--
-Member Of Board Of Trustees-$0--
-Secretary/Treasurer-$0--
-Member Of Board Of Trustees-$0--
-Member Of Board Of Trustees-$0--
-Chairman-$0--
-Vice Chairman-$0--
-Member Of Board Of Trustees-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Financial Markets
EIN
52-1634508
Phone
2022231528
Address
2001 K STREET NW SUITE 725, WASHINGTON, DC 20006

Signing Officer

Name
Patricia Foshee
Title
President
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
8401 GREENSBORO DR STE 800, MCLEAN, VA 22102-3599
Preparer
Todd Teresco
Phone
7038930600
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3MEMBER OF BOARD OF TRUSTEES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5MEMBER OF BOARD OF TRUSTEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6MEMBER OF BOARD OF TRUSTEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9VICE CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10MEMBER OF BOARD OF TRUSTEES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PREVENTION FOR BLINDNESS SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01110 W FREMONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1415 2ND STREET NE SUITE 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON

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