Civic Intelligence

Financial Services Forum

990 • Fiscal year 2020 • EIN 52-2241644

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

601 13th Street NW 750SWashington, DC 20005

(202) 457-5765

Siviq Scores

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

Liabilities / Assets

91st percentile

0.75x

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

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.76x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

100th percentile

$1,666,068

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

0.7%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$8,121,022

Flat from 2020

Net Assets

Flat

$2,056,119

Flat from 2020

Liabilities

Flat

$6,064,903

Flat from 2020

Revenue

Flat

$8,010,311

Flat from 2020

Expenses

Flat

$7,422,157

Flat from 2020

Net Income

Flat

$588,154

Flat from 2020

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 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

2020

Assets$8,121,022
Liabilities$6,064,903
Net Assets$2,056,119

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 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

2020

Revenue$8,010,311
Expenses$7,422,157
Net Income$588,154
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Gross Receipts
$8,010,311
Mission and Program Overview

Mission

Promoting open and competitive financial markets.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,648,419$7,038,896▲ $1,390,477
Rtn Earn Endowment Incm Other Fnds$1,467,965$2,056,119▲ $588,154
Land, Buildings, and Equipment, Net$1,206,994$1,009,692▼ $197,302
Prepaid Expenses and Deferred Charges$3,000$72,434▲ $69,434
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$6,858,413$8,121,022▲ $1,262,609
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$4,000,000$5,000,000▲ $1,000,000
Other Liabilities$1,045,702$964,094▼ $81,608
Accounts Payable and Accrued Expenses$344,746$100,809▼ $243,937
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$5,390,448$6,064,903▲ $674,455
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,467,965$2,056,119▲ $588,154
Total Liabilities and Net Assets / Fund Balance$6,858,413$8,121,022▲ $1,262,609

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$755,644$176,831$932,475
Other Land Buildings$174,694$133,171$307,865
Equipment$79,354$54,266$133,620
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin FromerPresident & CEOFT$1,497,600$168,468$1,666,068
Sean CampbellExec VP, Director of Policy & ReschFT$656,630$45,242$701,872
Barbara HagenbaughExec VP, Head of CommunicationFT$566,587$40,033$606,620
Tiffany HaasVP, Gov't & Industry RelationsFT$429,448$78,848$508,296
Brett QuickVP, Gov't & Industry RelationsFT$422,770$76,100$498,870
Julia LawlessSr Mngr, Policy CommunicationFT$235,000$104,066$339,066
Kaitlyn Eisner-Poor BrookeSecretary and TreasurerFT$145,771$52,334$198,105

Board Members and Trustees

NameTitle
James GormanMember/ Chairman
Brian MoynihanMember
Charlie ScharfMember
David SolomonMember
Jamie DimonMember
Ron O'HanleyMember
Todd GibbonsMember
Michael CorbatMember/Vice-Chariman

Highest Paid Contractors

ContractorServicesLocationCompensation
Debevoise PlimptonConsulting919 Third Ave, New York, NY 10022$420,090
The Glover Park GroupConsulting1025 F St NW 9th Street, Washington, DC 20001$401,850
Akin Gump Strauss Hauer Feld LLPAdvocacy / Lobbying2001 K Street NW, Washington, DC 20006$180,000
Resolution Public Affairs LLCConsulting1201 New York Ave, Washington, DC 20005$150,000
Bdo USA LLPAccounting services8401 Greensboro Dr, Mclean, VA 22102$123,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,000,000
Investment Income
$46
Other Revenue
$10,265
Change in Net Assets
$588,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,020,129
Other Expenses$2,402,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,737,711
Current Officers, Directors, Trustees, and Key Employees---$1,864,173
Fees for Services Other---$523,158
Fees for Services Legal---$518,295
Occupancy---$436,563
Fees for Services Lobbying---$315,000
Depreciation Depletion---$197,301
Payroll Taxes---$181,428
Other Employee Benefits---$171,359
Fees for Services Accounting---$132,476
Pension Plan Contributions---$65,458
Office Expenses---$57,937
Information Technology---$33,796
Insurance---$17,577
Travel---$17,526
Conferences and Meetings---$3,560
Other Expenses---$2,862
Total Functional Expenses$0$0$0$7,422,157
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$2,035,837
Total Nondeductible Lobbying and Political Cost$-2,117,190
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$723,483
Rent Liability$135,611
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 750S, WASHINGTON, DC 20005

Signing Officer

Name
Kevin Fromer
Title
CEO
Phone
2024575765
Signed
2021-05-04
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
Marc Berger
Phone
7038930600
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IRS990/Form990PartVIISectionAGrp/PersonNm5Julia Lawless
IRS990/Form990PartVIISectionAGrp/PersonNm6Kaitlyn Eisner-Poor Brooke
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian Moynihan
IRS990/Form990PartVIISectionAGrp/PersonNm8Todd Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael Corbat
IRS990/Form990PartVIISectionAGrp/PersonNm10David Solomon
IRS990/Form990PartVIISectionAGrp/PersonNm11Jamie Dimon
IRS990/Form990PartVIISectionAGrp/PersonNm12James Gorman
IRS990/Form990PartVIISectionAGrp/PersonNm13Ron O'Hanley
IRS990/Form990PartVIISectionAGrp/PersonNm14Charlie Scharf
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1656630
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2566587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3469898
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4463220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5329000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Exec VP, Dir of Policy & Resch
IRS990/Form990PartVIISectionAGrp/TitleTxt2Exec VP, Head of Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP, Gov't & Industry Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP, Gov't & Industry Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sr Mngr, Policy Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member/Vice-Chariman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member/ Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Member
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IRS990/FormationYr02000
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt08010311
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt033796
IRS990/InsuranceGrp/TotalAmt017577
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt046
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01009692
IRS990/LandBldgEquipCostOrOtherBssAmt01373960
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/NetAssetsOrFundBalancesBOYAmt01467965
IRS990/NetAssetsOrFundBalancesEOYAmt02056119
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0436563
IRS990/OfficeExpensesGrp/TotalAmt057937
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0171359
IRS990/OtherExpensesGrp/Desc0EXCISE TAX
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2DC PROPERTY AND FRANCISE TAX
IRS990/OtherExpensesGrp/Desc3SALES TAX
IRS990/OtherExpensesGrp/TotalAmt099344
IRS990/OtherExpensesGrp/TotalAmt143164
IRS990/OtherExpensesGrp/TotalAmt23469
IRS990/OtherExpensesGrp/TotalAmt32862
IRS990/OtherLiabilitiesGrp/BOYAmt01045702
IRS990/OtherLiabilitiesGrp/EOYAmt0964094
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0TAX REFUNDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt010265
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010265
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt02737711
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0181428
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt065458
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072434
IRS990/PrincipalOfficerNm0KEVIN FROMER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08000000
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
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/PYInvestmentIncomeAmt0-48721
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02785796
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08000000
IRS990/PYRevenuesLessExpensesAmt0-560252
IRS990/PYSalariesCompEmpBnftPaidAmt05725735
IRS990/PYTotalExpensesAmt08511531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07951279
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0588154
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/BOYAmt01467965
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02056119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt03600000
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false

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
2020Detailed filing. Detailed filing data is available for this year.$8.12$6.06$2.06$8.01$7.42$0.59
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