Liabilities / Assets
91st percentile
Higher debt load relative to assets than 91% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
91st percentile
Higher debt load relative to assets than 91% of similar nonprofits.
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
100th percentile
Higher top officer pay than 100% of similar nonprofits.
Top officer pay equals 20.8% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
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
Promoting open and competitive financial markets.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $755,644 | $176,831 | $932,475 |
| Other Land Buildings | $174,694 | $133,171 | $307,865 |
| Equipment | $79,354 | $54,266 | $133,620 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kevin Fromer | President & CEO | FT | $1,497,600 | $168,468 | $1,666,068 |
| Sean Campbell | Exec VP, Director of Policy & Resch | FT | $656,630 | $45,242 | $701,872 |
| Barbara Hagenbaugh | Exec VP, Head of Communication | FT | $566,587 | $40,033 | $606,620 |
| Tiffany Haas | VP, Gov't & Industry Relations | FT | $429,448 | $78,848 | $508,296 |
| Brett Quick | VP, Gov't & Industry Relations | FT | $422,770 | $76,100 | $498,870 |
| Julia Lawless | Sr Mngr, Policy Communication | FT | $235,000 | $104,066 | $339,066 |
| Kaitlyn Eisner-Poor Brooke | Secretary and Treasurer | FT | $145,771 | $52,334 | $198,105 |
| Name | Title |
|---|---|
| James Gorman | Member/ Chairman |
| Brian Moynihan | Member |
| Charlie Scharf | Member |
| David Solomon | Member |
| Jamie Dimon | Member |
| Ron O'Hanley | Member |
| Todd Gibbons | Member |
| Michael Corbat | Member/Vice-Chariman |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Debevoise Plimpton | Consulting | 919 Third Ave, New York, NY 10022 | $420,090 |
| The Glover Park Group | Consulting | 1025 F St NW 9th Street, Washington, DC 20001 | $401,850 |
| Akin Gump Strauss Hauer Feld LLP | Advocacy / Lobbying | 2001 K Street NW, Washington, DC 20006 | $180,000 |
| Resolution Public Affairs LLC | Consulting | 1201 New York Ave, Washington, DC 20005 | $150,000 |
| Bdo USA LLP | Accounting services | 8401 Greensboro Dr, Mclean, VA 22102 | $123,100 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Amount |
|---|---|
| Current Year Nondeductible Lobbying and Political Cost | $2,035,837 |
| Total Nondeductible Lobbying and Political Cost | $-2,117,190 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Liability | Amount |
|---|---|
| Leashold Improvement Liability | $723,483 |
| Rent Liability | $135,611 |
| Accrued Excise Tax | $105,000 |
“Members are ceos of large financial institutions doing business in the united states.”
“Each Founding Member of the Forum appoints a representative to serve on the Board of Directors, which is the governing body of the Forum.”
“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.”
“All employees are required to sign upon employment.”
“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.”
“These documents are not made available to the public.”
“Morgan Stanley - James Gorman, 1585 Broadway, New York, NY 10036.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 344746 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 100809 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | false |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | KEVIN FROMER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2024575765 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 601 13TH STREET NW STE 750S |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20005 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 5648419 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 7038896 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 1864173 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 3560 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 150000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 123100 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 420090 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 180000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 401850 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1201 New York Ave |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 8401 Greensboro Dr |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 919 Third Ave |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 2001 K Street NW |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 1025 F St NW 9th Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | MCLEAN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | NEW YORK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 20005 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 22102 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 10022 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 20006 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 20001 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | Resolution Public Affairs LLC |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | BDO USA LLP |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | Debevoise Plimpton |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 3 | Akin Gump Strauss Hauer Feld LLP |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 4 | The Glover Park Group |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Consulting |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Accounting services |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | Consulting |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | ADVOCACY / LOBBYING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | CONSULTING |
| IRS990/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 46 |
| IRS990/CYOtherExpensesAmt | 0 | 2402028 |
| IRS990/CYOtherRevenueAmt | 0 | 10265 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 8000000 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 588154 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 5020129 |
| IRS990/CYTotalExpensesAmt | 0 | 7422157 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8010311 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 4000000 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 5000000 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 197301 |
| IRS990/Desc | 0 | EDUCATE THE PUBLIC AND GLOBAL OPINION LEADERS ABOUT THE IMPORTANCE OF ROBUST CAPITAL MARKETS AND INDUSTRY'S CONTRIBUTION TO IMPROVE LIVES. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 16 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 132476 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 518295 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 315000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 523158 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 18018 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 45242 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 40033 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 38398 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 35650 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 10066 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 25884 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Kevin Fromer |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Sean Campbell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Barbara Hagenbaugh |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Tiffany Haas |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Brett Quick |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Julia Lawless |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Kaitlyn Eisner-Poor Brooke |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Brian Moynihan |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Todd Gibbons |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Michael Corbat |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | David Solomon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Jamie Dimon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | James Gorman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Ron O'Hanley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Charlie Scharf |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 1648050 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 656630 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 566587 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 469898 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 463220 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 329000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 172221 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Exec VP, Dir of Policy & Resch |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Exec VP, Head of Communication |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | VP, Gov't & Industry Relations |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | VP, Gov't & Industry Relations |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Sr Mngr, Policy Communication |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Secretary and Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Member/Vice-Chariman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Member/ Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Member |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2000 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 8010311 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 7 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 33796 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 17577 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 46 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 46 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 10 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 364268 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1206994 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1009692 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1373960 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1467965 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2056119 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 436563 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 57937 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 171359 |
| IRS990/OtherExpensesGrp/Desc | 0 | EXCISE TAX |
| IRS990/OtherExpensesGrp/Desc | 1 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 2 | DC PROPERTY AND FRANCISE TAX |
| IRS990/OtherExpensesGrp/Desc | 3 | SALES TAX |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 99344 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 43164 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 3469 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2862 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1045702 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 964094 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | TAX REFUNDS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 10265 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 10265 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 10265 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2737711 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 181428 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 65458 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 3000 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 72434 |
| IRS990/PrincipalOfficerNm | 0 | KEVIN FROMER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8000000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 8000000 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | INFLUENCE THE NATIONAL AND INTERNATIONAL REGULATORY DIALOGUE AND ENCOURAGE A COMPETITIVE GLOBAL MARKETPLACE. |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | PROMOTE TRADE AND THE FREE FLOW OF CAPITAL IN ORDER TO ENHANCE GLOBAL PROSPERITY. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | -48721 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 2785796 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8000000 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -560252 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 5725735 |
| IRS990/PYTotalExpensesAmt | 0 | 8511531 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 7951279 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 588154 |
| IRS990/RegularMonitoringEnfrcInd | 0 | false |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1467965 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 2056119 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 3600000 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.