Civic Intelligence

Financial Services Forum

990 • Fiscal year 2021 • EIN 52-2241644

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 11, 2022

Organization ProfileWWW.FSFORUM.COM

View Organization Page

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

90th percentile

0.63x

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

2021 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.62x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2021

Net Margin

48th percentile

10%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

100th percentile

$1,514,303

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2021 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2021

Asset Growth

9th percentile

-3.7%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-0.1%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$7,821,055

Down $299,967 (-3.7%) from 2020

Net Assets

Up

$2,884,679

Up $828,560 (+40%) from 2020

Liabilities

Down

$4,936,376

Down $1,128,527 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin48th percentile

Revenue

Down

$8,000,250

Down $10,061 (-0.1%) from 2020

Expenses

Down

$7,171,690

Down $250,467 (-3.4%) from 2020

Net Income

Up

$828,560

Up $240,406 (+41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2021

Assets$7,821,055
Liabilities$4,936,376
Net Assets$2,884,679
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$8,000,250
Expenses$7,171,690
Net Income$828,560
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.1
Gross Receipts
$8,000,250
Mission and Program Overview

Mission

Promoting open and competitive financial markets.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,038,896$6,964,908▼ $73,988
Rtn Earn Endowment Incm Other Fnds$2,056,119$2,884,679▲ $828,560
Land, Buildings, and Equipment, Net$1,009,692$825,794▼ $183,898
Prepaid Expenses and Deferred Charges$72,434$30,353▼ $42,081
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$8,121,022$7,821,055▼ $299,967
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$5,000,000$4,000,000▼ $1,000,000
Other Liabilities$964,094$874,687▼ $89,407
Accounts Payable and Accrued Expenses$100,809$61,689▼ $39,120
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$6,064,903$4,936,376▼ $1,128,527
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,056,119$2,884,679▲ $828,560
Total Liabilities and Net Assets / Fund Balance$8,121,022$7,821,055▼ $299,967

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$659,191$273,284$932,475
Other Land Buildings$112,242$195,623$307,865
Equipment$54,361$82,334$136,695
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin FromerPresident & CEOFT$1,497,579$16,724$1,514,303
Sean CampbellExec VP, Director of Policy & ReschFT$672,642$42,956$715,598
Barbara HagenbaughExec VP, Head of CommunicationFT$566,337$44,204$610,541
Tiffany HaasVP, Gov't & Industry RelationsFT$522,132$36,582$558,714
Brett QuickVP, Gov't & Industry RelationsFT$507,758$40,153$547,911
Kaitlyn Eisner-Poor BrookeSecretary and TreasurerFT$154,871$25,407$180,278

Board Members and Trustees

NameTitle
David SolomonMember/Chairman
Ron O'HanleyMember/Vice Chairman
Brian MoynihanMember
Charlie ScharfMember
James GormanMember
Jamie DimonMember
Jane FraserMember
Todd GibbonsMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Debevoise PlimptonConsulting919 Third Ave, New York, NY 10022$360,000
The Glover Park GroupConsulting1025 F St NW 9th Street, Washington, DC 20004$328,847
Akin Gump Strauss Hauer Feld LLPConsulting/lobbying2001 K Street NW, Washington, DC 20006$180,000
Resolution Public Affairs LLCConsulting1201 New York Ave, Washington, DC 20005$150,000
Finsbury Glover Hering US LLCConsulting1025 F St NW 9th Street, Washington, DC 20004$108,129
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,000,000
Investment Income
$250
Other Revenue
$0
Change in Net Assets
$828,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,717,915
Other Expenses$2,453,775
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,633,371
Current Officers, Directors, Trustees, and Key Employees---$1,694,581
Fees for Services Other---$643,758
Occupancy---$426,356
Fees for Services Legal---$420,397
Fees for Services Lobbying---$330,000
Depreciation Depletion---$186,973
Other Employee Benefits---$168,336
Payroll Taxes---$166,653
Fees for Services Accounting---$85,532
Office Expenses---$62,774
Pension Plan Contributions---$54,974
Information Technology---$36,205
Travel---$32,028
Insurance---$14,886
Other Expenses---$1,717
Advertising---$480
Total Functional Expenses$0$0$0$7,171,690
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$2,207,622
Total Nondeductible Lobbying and Political Cost$2,207,622
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$631,123
Rent Liability$138,564
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
2022-03-11
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
12
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Marc Berger
Phone
7038930600
Raw XML AppendixShowing 400 of 609 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/BOYAmt0100809
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt061689
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.
IRS990/AdvertisingGrp/TotalAmt0480
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/BOYAmt07038896
IRS990/CashNonInterestBearingGrp/EOYAmt06964908
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01694581
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0150000
IRS990/ContractorCompensationGrp/CompensationAmt1360000
IRS990/ContractorCompensationGrp/CompensationAmt2180000
IRS990/ContractorCompensationGrp/CompensationAmt3328847
IRS990/ContractorCompensationGrp/CompensationAmt4108129
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01201 New York Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1919 Third Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22001 K Street NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31025 F St NW 9th Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41025 F St NW 9th Street
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/ZIPCd020005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110022
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd320004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd420004
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Resolution Public Affairs LLC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Debevoise Plimpton
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Akin Gump Strauss Hauer Feld LLP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3The Glover Park Group
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4Finsbury Glover Hering US LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Consulting
IRS990/ContractorCompensationGrp/ServicesDesc1Consulting
IRS990/ContractorCompensationGrp/ServicesDesc2CONSULTING/LOBBYING
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc4Consulting
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0250
IRS990/CYOtherExpensesAmt02453775
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08000000
IRS990/CYRevenuesLessExpensesAmt0828560
IRS990/CYSalariesCompEmpBnftPaidAmt04717915
IRS990/CYTotalExpensesAmt07171690
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08000250
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt05000000
IRS990/DeferredRevenueGrp/EOYAmt04000000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0186973
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/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt085532
IRS990/FeesForServicesLegalGrp/TotalAmt0420397
IRS990/FeesForServicesLobbyingGrp/TotalAmt0330000
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0643758
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/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.0
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt016724
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt142956
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt244204
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt336582
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt440153
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt525407
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/PersonNm0Kevin Fromer
IRS990/Form990PartVIISectionAGrp/PersonNm1Sean Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Hagenbaugh
IRS990/Form990PartVIISectionAGrp/PersonNm3Tiffany Haas
IRS990/Form990PartVIISectionAGrp/PersonNm4Brett Quick
IRS990/Form990PartVIISectionAGrp/PersonNm5Kaitlyn Eisner-Poor Brooke
IRS990/Form990PartVIISectionAGrp/PersonNm6Brian Moynihan
IRS990/Form990PartVIISectionAGrp/PersonNm7Todd Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm8Jane Fraser
IRS990/Form990PartVIISectionAGrp/PersonNm9David Solomon
IRS990/Form990PartVIISectionAGrp/PersonNm10Jamie Dimon
IRS990/Form990PartVIISectionAGrp/PersonNm11James Gorman
IRS990/Form990PartVIISectionAGrp/PersonNm12Ron O'Hanley
IRS990/Form990PartVIISectionAGrp/PersonNm13Charlie Scharf
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01497579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1672642
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2566337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3522132
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4507758
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5154871
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/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/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/TitleTxt5Secretary and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member/Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member/Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
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/GrossReceiptsAmt08000250
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt036205
IRS990/InsuranceGrp/TotalAmt014886
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0250
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0250
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/LandBldgEquipAccumDeprecAmt0551241
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01009692
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0825794
IRS990/LandBldgEquipCostOrOtherBssAmt01377035
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/NetAssetsOrFundBalancesBOYAmt02056119
IRS990/NetAssetsOrFundBalancesEOYAmt02884679
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0426356
IRS990/OfficeExpensesGrp/TotalAmt062774
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0168336
IRS990/OtherExpensesGrp/Desc0EXCISE TAX
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2SALES TAX
IRS990/OtherExpensesGrp/Desc3DC PROPERTY & FRANCHISE TAX
IRS990/OtherExpensesGrp/TotalAmt0133967
IRS990/OtherExpensesGrp/TotalAmt173136
IRS990/OtherExpensesGrp/TotalAmt25566
IRS990/OtherExpensesGrp/TotalAmt31717
IRS990/OtherLiabilitiesGrp/BOYAmt0964094
IRS990/OtherLiabilitiesGrp/EOYAmt0874687
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02633371
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0166653
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt054974
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt072434
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030353
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/PYInvestmentIncomeAmt046
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02402028
IRS990/PYOtherRevenueAmt010265
IRS990/PYProgramServiceRevenueAmt08000000
IRS990/PYRevenuesLessExpensesAmt0588154
IRS990/PYSalariesCompEmpBnftPaidAmt05020129
IRS990/PYTotalExpensesAmt07422157
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08010311
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0828560
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/BOYAmt02056119
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02884679
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt03600000
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt08000000
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt02207622
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt02207622
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/TaxableAmt0-1392378
IRS990ScheduleD/EquipmentGrp/BookValueAmt054361
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082334
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136695
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0659191
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0273284
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0932475
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0112242
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0195623
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0307865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0631123

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,821,055
Liabilities
$4,936,376
Net assets
$2,884,679
Revenue
$8,000,250
Expenses
$7,171,690
Net income
$828,560
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
2021Detailed filing. Detailed filing data is available for this year.$7.82$4.94$2.88$8.00$7.17$0.83
2020Summary only. Only limited summary data is available for this year.$8.12$6.06$2.06$8.01$7.42$0.59
2019Summary only. Only limited summary data is available for this year.$6.86$5.39$1.47$7.95$8.51$0.56
2018Summary only. Only limited summary data is available for this year.$5.30$3.27$2.03$8.00$6.58$1.42
2017Summary only. Only limited summary data is available for this year.$0.84$0.23$0.60$3.95$3.22$0.73
2016Summary only. Only limited summary data is available for this year.$1.45$1.58$0.12$1.04$3.95$2.90
2015Summary only. Only limited summary data is available for this year.$4.29$1.51$2.78$5.61$5.93$0.32
2014Summary only. Only limited summary data is available for this year.$8.24$5.14$3.10$4.77$5.25$0.48
2013Summary only. Only limited summary data is available for this year.$6.99$3.42$3.58$6.03$6.26$0.22
2012Summary only. Only limited summary data is available for this year.$6.31$2.51$3.80$4.01$4.24$0.24
2011Summary only. Only limited summary data is available for this year.$6.89$2.85$4.04$4.01$3.84$0.17