Civic Intelligence

Financial Services Forum

EIN 52-2241644 • 501(c)6 • Washington, DC

View Organization Page

Profile

PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.

601 13th Street NW 750SWashington, DC 20005

www.fsforum.com

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.22x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Net Margin

14th percentile

-5.4%

Higher net margin than 14% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$2,419,874

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Asset Growth

51st percentile

8.4%

Faster asset growth than 51% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

71%

Faster revenue growth than 92% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$8,623,462

Up $665,541 (+8.4%) from 2023

Liabilities

Up

$5,953,040

Up $2,153,560 (+57%) from 2023

Net Assets

Down

$2,670,422

Down $1,488,019 (-36%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin14th percentile

Revenue

Up

$27,400,000

Up $11,400,000 (+71%) from 2023

Expenses

Up

$28,888,019

Up $14,010,817 (+94%) from 2023

Net Income

Down

-$1,488,019

Down $2,610,817 (-233%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $6,889,238Liabilities 2011: $2,853,750Net Assets 2011: $4,035,4882011Assets 2012: $6,307,555Liabilities 2012: $2,507,941Net Assets 2012: $3,799,6142012Assets 2013: $6,993,628Liabilities 2013: $3,415,830Net Assets 2013: $3,577,7982013Assets 2014: $8,235,387Liabilities 2014: $5,135,549Net Assets 2014: $3,099,8382014Assets 2015: $4,287,237Liabilities 2015: $1,507,168Net Assets 2015: $2,780,0692015Assets 2016: $1,454,136Liabilities 2016: $1,576,306Net Assets 2016: -$122,1702016Assets 2017: $835,051Liabilities 2017: $230,609Net Assets 2017: $604,4422017Assets 2018: $5,297,255Liabilities 2018: $3,269,038Net Assets 2018: $2,028,2172018Assets 2019: $6,858,413Liabilities 2019: $5,390,448Net Assets 2019: $1,467,9652019Assets 2020: $8,121,022Liabilities 2020: $6,064,903Net Assets 2020: $2,056,1192020Assets 2021: $7,821,055Liabilities 2021: $4,936,376Net Assets 2021: $2,884,6792021Assets 2022: $7,099,343Liabilities 2022: $4,063,700Net Assets 2022: $3,035,6432022Assets 2023: $7,957,921Liabilities 2023: $3,799,480Net Assets 2023: $4,158,4412023Assets 2024: $8,623,462Liabilities 2024: $5,953,040Net Assets 2024: $2,670,4222024

Highlighted filing

2024

Assets$8,623,462
Liabilities$5,953,040
Net Assets$2,670,422
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $4,007,181Expenses 2011: $3,841,535Net Income 2011: $165,6462011Revenue 2012: $4,005,715Expenses 2012: $4,241,589Net Income 2012: -$235,8742012Revenue 2013: $6,033,702Expenses 2013: $6,255,518Net Income 2013: -$221,8162013Revenue 2014: $4,772,960Expenses 2014: $5,250,920Net Income 2014: -$477,9602014Revenue 2015: $5,607,303Expenses 2015: $5,927,102Net Income 2015: -$319,7992015Revenue 2016: $1,043,796Expenses 2016: $3,946,052Net Income 2016: -$2,902,2562016Revenue 2017: $3,951,953Expenses 2017: $3,218,160Net Income 2017: $733,7932017Revenue 2018: $8,000,000Expenses 2018: $6,576,225Net Income 2018: $1,423,7752018Revenue 2019: $7,951,279Expenses 2019: $8,511,531Net Income 2019: -$560,2522019Revenue 2020: $8,010,311Expenses 2020: $7,422,157Net Income 2020: $588,1542020Revenue 2021: $8,000,250Expenses 2021: $7,171,690Net Income 2021: $828,5602021Revenue 2022: $8,000,000Expenses 2022: $7,849,036Net Income 2022: $150,9642022Revenue 2023: $16,000,000Expenses 2023: $14,877,202Net Income 2023: $1,122,7982023Revenue 2024: $27,400,000Expenses 2024: $28,888,019Net Income 2024: -$1,488,0192024

Highlighted filing

2024

Revenue$27,400,000
Expenses$28,888,019
Net Income-$1,488,019
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$8,623,462
Liabilities
$5,953,040
Net assets
$2,670,422
Revenue
$27,400,000
Expenses
$28,888,019
Net income
-$1,488,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$8.62$5.95$2.67$27.4$28.9$1.49
2023Summary only. Only limited summary data is available for this year.$7.96$3.80$4.16$16.0$14.9$1.12
2022Summary only. Only limited summary data is available for this year.$7.10$4.06$3.04$8.00$7.85$0.15
2021Summary only. Only limited summary data is available for this year.$7.82$4.94$2.88$8.00$7.17$0.83
2020Summary only. Only limited summary data is available for this year.$8.12$6.06$2.06$8.01$7.42$0.59
2019Summary only. Only limited summary data is available for this year.$6.86$5.39$1.47$7.95$8.51$0.56
2018Summary only. Only limited summary data is available for this year.$5.30$3.27$2.03$8.00$6.58$1.42
2017Summary only. Only limited summary data is available for this year.$0.84$0.23$0.60$3.95$3.22$0.73
2016Summary only. Only limited summary data is available for this year.$1.45$1.58$0.12$1.04$3.95$2.90
2015Summary only. Only limited summary data is available for this year.$4.29$1.51$2.78$5.61$5.93$0.32
2014Summary only. Only limited summary data is available for this year.$8.24$5.14$3.10$4.77$5.25$0.48
2013Summary only. Only limited summary data is available for this year.$6.99$3.42$3.58$6.03$6.26$0.22
2012Summary only. Only limited summary data is available for this year.$6.31$2.51$3.80$4.01$4.24$0.24
2011Summary only. Only limited summary data is available for this year.$6.89$2.85$4.04$4.01$3.84$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.1
Gross Receipts
$27,400,000
Mission and Program Overview

Mission

Promoting open and competitive financial markets.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,433,580$7,337,655▲ $904,075
Rtn Earn Endowment Incm Other Fnds$4,158,441$2,670,422▼ $1,488,019
Land, Buildings, and Equipment, Net$486,888$375,066▼ $111,822
Prepaid Expenses and Deferred Charges$79,076$127,299▲ $48,223
Accounts Receivable$14$0▼ $14
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,957,921$8,623,462▲ $665,541
Other Assets Total$958,363$783,442▼ $174,921
Liabilities
Deferred Revenue$2,000,000$4,350,000▲ $2,350,000
Other Liabilities$1,724,438$1,537,568▼ $186,870
Accounts Payable and Accrued Expenses$75,042$65,472▼ $9,570
Total Liabilities$3,799,480$5,953,040▲ $2,153,560
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,158,441$2,670,422▼ $1,488,019
Total Liabilities and Net Assets / Fund Balance$7,957,921$8,623,462▲ $665,541

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$369,832$562,644$932,476
Equipment$5,234$375,845$381,079
Other Land Buildings$0$74,340$74,340
Other Assets Org$783,442--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin FromerPresident & CEOFT$1,749,851$670,023$2,419,874
Sean CampbellExec VP, Director of Policy & ResearchFT$756,546$57,449$813,995
Tiffany HaasVP, GOV'T & INDUSTRY RELATIONSFT$671,613$41,686$713,299
Barbara HagenbaughExec VP, Head of CommunicationsFT$615,451$55,726$671,177
Chip BartlettVP, GOV'T AFFAIRSFT$411,415$45,341$456,756
Kaitlyn BrookeSecretary and TreasurerFT$182,080$44,731$226,811
Spencer KatterhagenManager, Gov AffairsFT$130,201$14,452$144,653
Brigid RichelieuSr. Manager, CommunicationsFT$129,289$471$129,760

Board Members and Trustees

NameTitle
RONALD O'HANLEYMember/chairman
Jane FraserMember/vice Chair
Brian MoynihanMember
Charlie ScharfMember
David SolomonMember
Jamie DimonMember
Robin VinceMember
Ted PickMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Penta Group LLCAdvertising805 15TH ST NW SUITE 200, Washington, DC 20005$15,623,241
Hilltop Public Solutions LLCConsulting3000 K STREET NW SUITE 320, Washington, DC 20007$1,855,261
Compass LexeconConsulting16701 MELFORD BLVD SUITE 200, Bowie, MD 20715$1,720,656
Debevoise & Plimpton LLPConsulting66 HUDSDON BLVD, New York, NY 10001$930,000
Fgs Global (us) LLC Dba Fgh Holdings LLCConsulting1025 F STREET NW 9TH FLOOR, Washington, DC 20004$533,373
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,400,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,488,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,574,566
Salaries, Compensation, and Employee Benefits$6,313,453
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$19,837,419
Other Salaries and Wages---$3,128,820
Current Officers, Directors, Trustees, and Key Employees---$2,586,584
Information Technology---$557,722
Fees for Services Legal---$459,283
Occupancy---$435,135
Fees for Services Lobbying---$405,000
Other Employee Benefits---$275,598
Payroll Taxes---$216,547
Fees for Services Accounting---$137,015
Depreciation Depletion---$117,766
Pension Plan Contributions---$105,904
Office Expenses---$69,340
Travel---$64,525
Conferences and Meetings---$42,119
Fees for Services Other---$26,110
Fees for Service Investment Mgmnt Fees---$22,339
Insurance---$10,507
Other Expenses---$2,875
Total Functional Expenses$0$0$0$28,888,019
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$2,740,000
Total Nondeductible Lobbying and Political Cost$1,115,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$1,250,004
Operating Lease Liability$287,564
Accrued Excise Tax-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

“Members are ceo of large financial institutions doing business in the united states.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“Each founding member of the forum appoints a representative to serve on the board of directors, which is the governing body of the forum.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The forum's form 990 undergoes a number of internal and external reviews before it is filed with the irs. The return is prepared by the forum's external tax advisors, bdo usa, llp and is reviewed by the forum's ceo, executive management and by outside legal counsel.”

Form 990, Part VI, Line 12C Conflict of interest policy

“All employees are required to sign upon employment.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“The compensation of the forum's president is proposed by the chairman and approved by the membership in conjunction of a review of the 990s of other organizations. Comparability data is used in evaluating compensation of other forum employees.”

Form 990, Part VI, Line 19 Required documents available to the public

“These documents are not made available to the public.”

Form 990, Part VII, Contact Addresses for Officers, Directors, Etc.

“Mr. Ron o'hanley, state street corporation, state street financial center, one lincoln street, 11th floor, boston ma 02111.”

Filing and Contact Details

Filer

Filer Name
Financial Services Forum
EIN
52-2241644
Phone
2024575765
Address
601 13TH STREET NW 750S, WASHINGTON, DC 20005

Signing Officer

Name
Kevin Fromer
Title
CEO
Phone
2024575765
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
0

Preparer

Firm
Bdo USA
Address
8401 GREENSBORO DR STE 800, MCLEAN, VA 22102-3599
Preparer
Todd Teresco
Phone
7038930600
Raw XML AppendixShowing 400 of 587 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.

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