Civic Intelligence

Financial Services Forum

990 • Fiscal year 2014 • EIN 52-2241644

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 26, 2015

Organization Profilewww.financialservicesforum.org

View Organization Page

601 13th Stret NWWashington, DC 20005

(202) 457-8765

Siviq Scores

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

Liabilities / Assets

85th percentile

0.62x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

1.08x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Net Margin

11th percentile

-10%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$1,258,498

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-21%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$8,235,387

Up $1,241,759 (+18%) from 2013

Net Assets

Down

$3,099,838

Down $477,960 (-13%) from 2013

Liabilities

Up

$5,135,549

Up $1,719,719 (+50%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin11th percentile

Revenue

Down

$4,772,960

Down $1,260,742 (-21%) from 2013

Expenses

Down

$5,250,920

Down $1,004,598 (-16%) from 2013

Net Income

Down

-$477,960

Down $256,144 (-115%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$8,235,387
Liabilities$5,135,549
Net Assets$3,099,838
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$4,772,960
Expenses$5,250,920
Net Income-$477,960
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 26, 2015
Return Version
2014v5.0
Gross Receipts
$4,772,960
Mission and Program Overview

Mission

Promoting open and competitive financial markets.

Promoting open and competitive financial markets

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,896,980$6,183,768▲ $1,286,788
Rtn Earn Endowment Incm Other Fnds$3,577,798$3,099,838▼ $477,960
Savings and Temporary Cash Investments$1,908,885$1,882,433▼ $26,452
Land, Buildings, and Equipment, Net$137,595$132,523▼ $5,072
Prepaid Expenses and Deferred Charges$38,710$35,522▼ $3,188
Accounts Receivable$11,458$1,141▼ $10,317
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,993,628$8,235,387▲ $1,241,759
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$3,319,655$5,050,000▲ $1,730,345
Other Liabilities$77,510$46,435▼ $31,075
Accounts Payable and Accrued Expenses$18,665$39,114▲ $20,449
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,415,830$5,135,549▲ $1,719,719
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,577,798$3,099,838▼ $477,960
Total Liabilities and Net Assets / Fund Balance$6,993,628$8,235,387▲ $1,241,759

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$107,189$99,168$206,357
Other Land Buildings$9,781$59,181$68,962
Equipment$15,553$19,157$34,710
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert S NicholsPresident & CEOFT$745,780$512,718$1,258,498
John DearieExecutive VP for PolicyFT$448,280$135,909$584,189
Nathaniel HoopesVP of Government RelationsFT$298,280$157,933$456,213
Laena Fallon PomeroyVP for CommunicationsFT$195,955$87,483$283,438
Trisha HorowitzExecutive ManagementFT$170,780$77,931$248,711

Board Members and Trustees

NameTitle
Bank of America CorpMember/Chairman
Morgan StanleyMember/Vice Chairman
Allstate INSURANCEMember
American Int'l GroupIncMember
Bank of NY MellonMember
CitiGroupMember
Deutsche Bank AGMember
Edward JonesMember
Fidelity InvestmentsMember
GE CapitalMember
Goldman Sachs GroupIncMember
HSBC Holdings PLCMember
JP Morgan ChaseMember
MetLife IncMember
Prudential FinancialIncMember
State Street CorporationMember
Ubs AgMember
Wells FargoMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Hamilton Place StrategiesConsulting805 15TH STREET NW, Washington, DC 20005$503,000
Clark Geduldig Cranford NielsenConsulting1101 K ST NW 650, Washington, DC 20005$220,000
Benenson Strategy Groupconsulting777 Third Ave 33rd Floor, New York, NY 10017$180,062
Elmendorf Ryanconsulting900 7th Street NW Suite 750, Washington, DC 20001$180,000
Matthew C RhoadesConsulting1622 BELMONT ST C, Washington, DC 20009$165,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,769,655
Investment Income
$2,826
Other Revenue
$479
Change in Net Assets
$-477,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,086,256
Other Expenses$2,158,964
Grants and Similar Amounts Paid$5,700
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,530,270
Current Officers, Directors, Trustees, and Key Employees---$1,262,718
Fees for Services Other---$913,062
Fees for Services Lobbying---$440,000
Occupancy---$298,372
Office Expenses---$169,317
Other Employee Benefits---$114,555
Pension Plan Contributions---$92,007
Payroll Taxes---$86,706
Travel---$76,405
Other Expenses---$63,469
Conferences and Meetings---$58,677
Information Technology---$49,272
Fees for Services Legal---$30,000
Fees for Services Accounting---$27,719
Depreciation Depletion---$20,072
Insurance---$12,599
Grants to Domestic Orgs---$5,700
Total Functional Expenses$0$0$0$5,250,920
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$1,788,855
Current Year Nondeductible Lobbying and Political Cost$1,743,750
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
rent liability$33,110
leasehold improvement liability$13,325
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members are ceos of large financial institutions foing business in the united states.”

Form 990, Part VI, Section A, Line 7B

“The entire membership acts as the governing body and makes major decisions collaboratively.”

Form 990, Part VI, Section B, Line 11

“This 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 acting ceo and executive management.”

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, Line 19

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

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

“Bank of america - brian t. Moynihan, one bryant park, new york, ny 10011.”

Filing and Contact Details

Filer

Filer Name
Financial Services Forum
EIN
52-2241644
In Care Of
% TRISH HOROWITZ
Phone
2024578765
Address
601 13TH STRET NW, WASHINGTON, DC 20005

Signing Officer

Name
John Dearie
Title
Acting CEO
Phone
2024578765
Signed
2015-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Dearie
Formed
2000
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
18
Employees
8
Volunteers
20

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE SUITE 800, MCLEAN, VA 22102
Preparer
Joyce Underwood
Phone
7038930600
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:consulting total fees:913062”

Raw XML AppendixShowing 400 of 646 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018665
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039114
IRS990/AccountsReceivableGrp/BOYAmt011458
IRS990/AccountsReceivableGrp/EOYAmt01141
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TRISH HOROWITZ
IRS990/BooksInCareOfDetail/PhoneNum02024578765
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 13TH STRET NW NO 750 S
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04896980
IRS990/CashNonInterestBearingGrp/EOYAmt06183768
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01262718
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt058677
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0180000
IRS990/ContractorCompensationGrp/CompensationAmt1180062
IRS990/ContractorCompensationGrp/CompensationAmt2220000
IRS990/ContractorCompensationGrp/CompensationAmt3503000
IRS990/ContractorCompensationGrp/CompensationAmt4165000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0900 7th Street NW Suite 750
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1777 Third Ave 33rd Floor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21101 K ST NW 650
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3805 15TH STREET NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41622 BELMONT ST C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020001
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd320005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd420009
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Elmendorf Ryan
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Benenson Strategy Group
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Clark Geduldig Cranford Nielsen
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3Hamilton Place Strategies
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4MATTHEW C RHOADES
IRS990/ContractorCompensationGrp/ServicesDesc0consulting
IRS990/ContractorCompensationGrp/ServicesDesc1consulting
IRS990/ContractorCompensationGrp/ServicesDesc2CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05700
IRS990/CYInvestmentIncomeAmt02826
IRS990/CYOtherExpensesAmt02158964
IRS990/CYOtherRevenueAmt0479
IRS990/CYProgramServiceRevenueAmt04769655
IRS990/CYRevenuesLessExpensesAmt0-477960
IRS990/CYSalariesCompEmpBnftPaidAmt03086256
IRS990/CYTotalExpensesAmt05250920
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04772960
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03319655
IRS990/DeferredRevenueGrp/EOYAmt05050000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt020072
IRS990/Desc0EDUCATE THE PUBLIC AND GLOBAL OPINION LEADERS ABOUT THE IMPORTANCE OF ROBUST CAPITAL MARKETS AND INDUSTRY'S CONTRIBUTION TO IMPROVE LIVES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt027719
IRS990/FeesForServicesLegalGrp/TotalAmt030000
IRS990/FeesForServicesLobbyingGrp/TotalAmt0440000
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0913062
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd6X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd7X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd8X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd9X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd10X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd11X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd12X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd13X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd14X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd15X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd16X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1862718
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1960909
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2052931
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2138233
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2257933
IRS990/Form990PartVIISectionAGrp/PersonNm0American Int'l GroupInc
IRS990/Form990PartVIISectionAGrp/PersonNm1Allstate INSURANCE
IRS990/Form990PartVIISectionAGrp/PersonNm2Bank of America Corp
IRS990/Form990PartVIISectionAGrp/PersonNm3Bank of NY Mellon
IRS990/Form990PartVIISectionAGrp/PersonNm4CitiGroup
IRS990/Form990PartVIISectionAGrp/PersonNm5Deutsche Bank AG
IRS990/Form990PartVIISectionAGrp/PersonNm6Edward Jones
IRS990/Form990PartVIISectionAGrp/PersonNm7Fidelity Investments
IRS990/Form990PartVIISectionAGrp/PersonNm8GE Capital
IRS990/Form990PartVIISectionAGrp/PersonNm9Goldman Sachs GroupInc
IRS990/Form990PartVIISectionAGrp/PersonNm10HSBC Holdings PLC
IRS990/Form990PartVIISectionAGrp/PersonNm11JP Morgan Chase
IRS990/Form990PartVIISectionAGrp/PersonNm12MetLife Inc
IRS990/Form990PartVIISectionAGrp/PersonNm13MORGAN STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14Prudential FinancialInc
IRS990/Form990PartVIISectionAGrp/PersonNm15State Street Corporation
IRS990/Form990PartVIISectionAGrp/PersonNm16UBS AG
IRS990/Form990PartVIISectionAGrp/PersonNm17Wells Fargo
IRS990/Form990PartVIISectionAGrp/PersonNm18Robert S Nichols
IRS990/Form990PartVIISectionAGrp/PersonNm19John Dearie
IRS990/Form990PartVIISectionAGrp/PersonNm20Trisha Horowitz
IRS990/Form990PartVIISectionAGrp/PersonNm21Laena Fallon Pomeroy
IRS990/Form990PartVIISectionAGrp/PersonNm22Nathaniel Hoopes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt181195780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19523280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20195780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21245205
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22398280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member/Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member/Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Member
IRS990/Form990PartVIISectionAGrp/TitleTxt18President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive VP for Policy
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Management
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP for Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP of Government Relations
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05700
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04772960
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt049272
IRS990/InsuranceGrp/TotalAmt012599
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02826
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02826
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0177506
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0137595
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0132523
IRS990/LandBldgEquipCostOrOtherBssAmt0310029
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03577798
IRS990/NetAssetsOrFundBalancesEOYAmt03099838
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0298372
IRS990/OfficeExpensesGrp/TotalAmt0169317
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0114555
IRS990/OtherExpensesGrp/Desc0dues and subscriptions
IRS990/OtherExpensesGrp/TotalAmt063469
IRS990/OtherLiabilitiesGrp/BOYAmt077510
IRS990/OtherLiabilitiesGrp/EOYAmt046435
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0479
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0479
IRS990/OtherRevenueTotalAmt0479
IRS990/OtherSalariesAndWagesGrp/TotalAmt01530270
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt086706
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt092007
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038710
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035522
IRS990/PrincipalOfficerNm0John Dearie
IRS990/ProfessionalFundraisingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,235,387
Liabilities
$5,135,549
Net assets
$3,099,838
Revenue
$4,772,960
Expenses
$5,250,920
Net income
-$477,960
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
2014Detailed filing. Detailed filing 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