Civic Intelligence

Financial Services Forum

990 • Fiscal year 2019 • EIN 52-2241644

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

601 13TH STREET NW Suite 750SWashington, DC 20005

(202) 457-5765

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.79x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.68x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Net Margin

13th percentile

-7.0%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

100th percentile

$1,519,233

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2019

Asset Growth

92nd percentile

29%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-0.6%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$6,858,413

Up $1,561,158 (+29%) from 2018

Net Assets

Down

$1,467,965

Down $560,252 (-28%) from 2018

Liabilities

Up

$5,390,448

Up $2,121,410 (+65%) from 2018

Revenue

Down

$7,951,279

Down $48,721 (-0.6%) from 2018

Expenses

Up

$8,511,531

Up $1,935,306 (+29%) from 2018

Net Income

Down

-$560,252

Down $1,984,027 (-139%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$6,858,413
Liabilities$5,390,448
Net Assets$1,467,965

Operations Trend

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

2019

Revenue$7,951,279
Expenses$8,511,531
Net Income-$560,252
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Gross Receipts
$8,000,000
Mission and Program Overview

Mission

Promoting open and competitive financial markets.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,830,041$5,648,419▲ $818,378
Rtn Earn Endowment Incm Other Fnds$2,028,217$1,467,965▼ $560,252
Land, Buildings, and Equipment, Net$108,875$1,206,994▲ $1,098,119
Prepaid Expenses and Deferred Charges$358,339$3,000▼ $355,339
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
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$5,297,255$6,858,413▲ $1,561,158
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$3,000,000$4,000,000▲ $1,000,000
Other Liabilities$216,883$1,045,702▲ $828,819
Accounts Payable and Accrued Expenses$52,155$344,746▲ $292,591
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$3,269,038$5,390,448▲ $2,121,410
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,028,217$1,467,965▼ $560,252
Total Liabilities and Net Assets / Fund Balance$5,297,255$6,858,413▲ $1,561,158

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$852,317$80,158$932,475
Other Land Buildings$246,086$61,779$307,865
Equipment$108,591$25,029$133,620
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin FromerPresident & CEOFT$1,497,350$21,883$1,519,233
Robert PribbleExec VP, Head of Gov't & InDFT$350,099$370,778$720,877
Sean CampbellExec VP, Director of Policy & ReshFT$596,826$46,729$643,555
Barbara HagenbaughExec VP, Head of CommunicationFT$525,208$38,263$563,471
Brett QuickVP, Gov't & Industry RelationsFT$334,905$89,027$423,932
Tiffany HaasVP, Gov't & Industry RelationsFT$341,953$55,977$397,930
Kaitlyn Eisner-PoorSecretary and TreasurerFT$136,709$40,933$177,642

Board Members and Trustees

NameTitle
Morgan StanleyMember/ Chairman
CitigroupMember/ Vice Chairman
BNY MellonMember
Bank of AmericaMember
Goldman SachsMember
JP Morgan ChaseMember
State StreetMember
Wells FargoMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Hamilton Place StrategiesConsulting805 15th Street NW, Washington, DC 20005$485,673
Debevoise PlimptonConsulting919 Third Ave, New York, NY 10022$435,000
Bdo USA LLPAccounting services8401 Greensboro Dr, Mclean, VA 22102$157,015
Akin Gump Strauss Hauer Feld LLPAdvocacy / Lobbying2001 K Street NW, Washington, DC 20006$127,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,000,000
Investment Income
$-48,721
Other Revenue
$0
Change in Net Assets
$-560,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,725,735
Other Expenses$2,785,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,594,237
Current Officers, Directors, Trustees, and Key Employees---$1,696,875
Fees for Services Other---$579,980
Fees for Services Legal---$491,681
Occupancy---$443,762
Fees for Services Lobbying---$279,997
Payroll Taxes---$193,996
Other Employee Benefits---$177,092
Fees for Services Accounting---$160,604
Depreciation Depletion---$159,528
Travel---$140,137
Information Technology---$87,279
Advertising---$77,773
Office Expenses---$77,123
Pension Plan Contributions---$63,535
Conferences and Meetings---$51,432
Insurance---$19,060
Other Expenses---$7,961
All Other Expenses---$4,250
Total Functional Expenses$0$0$0$8,511,531
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Current Year Nondeductible Lobbying and Political Cost$2,386,430
Total Nondeductible Lobbying and Political Cost$-553,027
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
Leashold Improvement Liability$815,842
Rent Liability$124,860
Accrued Excise Tax$105,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Section A, Line 6:

Members are ceos of large financial institutions doing business in the united states.

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

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, Section B, Line 11B:

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, Section B, Line 12C:

All employees are required to sign upon employment.

Form 990, Part VI, Section B, Line 15A & 15B:

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, Section C, Line 19:

These documents are not made available to the public.

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

Morgan Stanley - James Gorman, 1585 Broadway, New York, NY 10036.

Filing and Contact Details

Filer

Filer Name
Financial Services Forum
EIN
52-2241644
In Care Of
% KEVIN FROMER
Phone
2024575765
Address
601 13TH STREET NW Suite 750S, WASHINGTON, DC 20005

Signing Officer

Name
Kevin Fromer
Title
CEO
Phone
2024575765
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Fromer
Formed
2000
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
16
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Joyce Underwood
Phone
7038930600
Raw XML AppendixShowing 400 of 635 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/BOYAmt052155
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0344746
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.
IRS990/AdvertisingGrp/TotalAmt077773
IRS990/AllOtherExpensesGrp/TotalAmt04250
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KEVIN FROMER
IRS990/BooksInCareOfDetail/PhoneNum02024575765
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 13TH STREET NW STE 750S
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04830041
IRS990/CashNonInterestBearingGrp/EOYAmt05648419
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01696875
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt051432
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0485673
IRS990/ContractorCompensationGrp/CompensationAmt1157015
IRS990/ContractorCompensationGrp/CompensationAmt2435000
IRS990/ContractorCompensationGrp/CompensationAmt3127500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0805 15th Street NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18401 Greensboro Dr
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2919 Third Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt32001 K Street NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MCLEAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd122102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd210022
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd320006
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Hamilton Place Strategies
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1BDO USA LLP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Debevoise Plimpton
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3Akin Gump Strauss Hauer Feld LLP
IRS990/ContractorCompensationGrp/ServicesDesc0Consulting
IRS990/ContractorCompensationGrp/ServicesDesc1Accounting services
IRS990/ContractorCompensationGrp/ServicesDesc2Consulting
IRS990/ContractorCompensationGrp/ServicesDesc3ADVOCACY / LOBBYING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-48721
IRS990/CYOtherExpensesAmt02785796
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08000000
IRS990/CYRevenuesLessExpensesAmt0-560252
IRS990/CYSalariesCompEmpBnftPaidAmt05725735
IRS990/CYTotalExpensesAmt08511531
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07951279
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03000000
IRS990/DeferredRevenueGrp/EOYAmt04000000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0159528
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/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0160604
IRS990/FeesForServicesLegalGrp/TotalAmt0491681
IRS990/FeesForServicesLobbyingGrp/TotalAmt0279997
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0579980
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/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.0
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/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt021151
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt246447
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt338263
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt446295
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt535245
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt623207
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/PersonNm0Kevin Fromer
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Pribble
IRS990/Form990PartVIISectionAGrp/PersonNm2Sean Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm3Barbara Hagenbaugh
IRS990/Form990PartVIISectionAGrp/PersonNm4Brett Quick
IRS990/Form990PartVIISectionAGrp/PersonNm5TIFFANY HAAS
IRS990/Form990PartVIISectionAGrp/PersonNm6Kaitlyn Eisner-Poor
IRS990/Form990PartVIISectionAGrp/PersonNm7Bank of America
IRS990/Form990PartVIISectionAGrp/PersonNm8BNY Mellon
IRS990/Form990PartVIISectionAGrp/PersonNm9Citigroup
IRS990/Form990PartVIISectionAGrp/PersonNm10Goldman Sachs
IRS990/Form990PartVIISectionAGrp/PersonNm11JP Morgan Chase
IRS990/Form990PartVIISectionAGrp/PersonNm12Morgan Stanley
IRS990/Form990PartVIISectionAGrp/PersonNm13State Street
IRS990/Form990PartVIISectionAGrp/PersonNm14Wells Fargo
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01498082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1700437
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2597108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3525208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4377637
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5362685
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6154435
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/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/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Exec VP, Head of Gov't & InD
IRS990/Form990PartVIISectionAGrp/TitleTxt2Exec VP, Dir of Policy & Resh
IRS990/Form990PartVIISectionAGrp/TitleTxt3Exec VP, Head of Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP, Gov't & Industry Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP, Gov't & Industry Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member/ Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member/ Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0-48721
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt08000000
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt087279
IRS990/InsuranceGrp/TotalAmt019060
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0166966
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0108875
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01206994
IRS990/LandBldgEquipCostOrOtherBssAmt01373960
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt048721
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/NetAssetsOrFundBalancesBOYAmt02028217
IRS990/NetAssetsOrFundBalancesEOYAmt01467965
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-48721
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-48721
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0443762
IRS990/OfficeExpensesGrp/TotalAmt077123
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0177092
IRS990/OtherExpensesGrp/Desc0EXCISE TAX
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2DC PROPERTY AND FRANCISE TAX
IRS990/OtherExpensesGrp/Desc3UNRELATED BUS. INC TAX-990T
IRS990/OtherExpensesGrp/TotalAmt0105000
IRS990/OtherExpensesGrp/TotalAmt191738
IRS990/OtherExpensesGrp/TotalAmt28491
IRS990/OtherExpensesGrp/TotalAmt37961
IRS990/OtherLiabilitiesGrp/BOYAmt0216883
IRS990/OtherLiabilitiesGrp/EOYAmt01045702
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt03594237
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0193996
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt063535
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0358339
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03000
IRS990/PrincipalOfficerNm0KEVIN FROMER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08000000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08000000
IRS990/ProgSrvcAccomActy2Grp/Desc0INFLUENCE THE NATIONAL AND INTERNATIONAL REGULATORY DIALOGUE AND ENCOURAGE A COMPETITIVE GLOBAL MARKETPLACE.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROMOTE TRADE AND THE FREE FLOW OF CAPITAL IN ORDER TO ENHANCE GLOBAL PROSPERITY.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02193023
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08000000
IRS990/PYRevenuesLessExpensesAmt01423775
IRS990/PYSalariesCompEmpBnftPaidAmt04383202
IRS990/PYTotalExpensesAmt06576225
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08000000
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-560252
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02028217
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01467965
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt03600000
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt08000000
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt0-2939457
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt02386430
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-553027
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-4153027
IRS990ScheduleD/EquipmentGrp/BookValueAmt0108591
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025029
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0133620
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0852317
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt080158

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing 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