Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
100th percentile
Higher top officer pay than 100% of similar nonprofits.
Top officer pay equals 24.0% of source-year revenue.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
32nd percentile
Faster revenue growth than 32% of similar nonprofits.
Assets
Down$7,099,343
Down $721,712 (-9.2%) from 2021
Net Assets
Up$3,035,643
Up $150,964 (+5.2%) from 2021
Liabilities
Down$4,063,700
Down $872,676 (-18%) from 2021
Revenue
Down$8,000,000
Down $250 (-0.0%) from 2021
Expenses
Up$7,849,036
Up $677,346 (+9.4%) from 2021
Net Income
Down$150,964
Down $677,596 (-82%) from 2021
Promoting open and competitive financial markets.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $6,964,908 | $5,254,723 | ▼ $1,710,185 |
| Rtn Earn Endowment Incm Other Fnds | $2,884,679 | $3,035,643 | ▲ $150,964 |
| Land, Buildings, and Equipment, Net | $825,794 | $655,456 | ▼ $170,338 |
| Prepaid Expenses and Deferred Charges | $30,353 | $66,568 | ▲ $36,215 |
| Accounts Receivable | $0 | $179 | ▲ $179 |
| Savings and Temporary Cash Investments | $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 | $7,821,055 | $7,099,343 | ▼ $721,712 |
| Other Assets Total | $0 | $1,122,417 | ▲ $1,122,417 |
| Liabilities | |||
| Deferred Revenue | $4,000,000 | $2,000,000 | ▼ $2,000,000 |
| Other Liabilities | $874,687 | $1,977,971 | ▲ $1,103,284 |
| Accounts Payable and Accrued Expenses | $61,689 | $85,729 | ▲ $24,040 |
| 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 | $4,936,376 | $4,063,700 | ▼ $872,676 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $2,884,679 | $3,035,643 | ▲ $150,964 |
| Total Liabilities and Net Assets / Fund Balance | $7,821,055 | $7,099,343 | ▼ $721,712 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $562,738 | $369,737 | $932,475 |
| Other Land Buildings | $58,730 | $249,135 | $307,865 |
| Equipment | $33,988 | $107,623 | $141,611 |
| Other Assets Org | $1,122,417 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kevin Fromer | President & CEO | FT | $1,649,865 | $268,180 | $1,918,045 |
| Sean Campbell | Exec VP, Director of Policy & Resch | FT | $721,450 | $42,757 | $764,207 |
| Barbara Hagenbaugh | Exec VP, Head of Communication | FT | $566,397 | $47,811 | $614,208 |
| Tiffany Haas | VP, Gov't & Industry Relations | FT | $548,881 | $36,064 | $584,945 |
| Brett Quick | VP, Gov't & Industry Relations | FT | $300,397 | $21,329 | $321,726 |
| Kaitlyn Eisner-Poor Brooke | Secretary and Treasurer | FT | $163,865 | $32,285 | $196,150 |
| Chip Bartlett | VP, Gov't Affairs | FT | $119,949 | $36,978 | $156,927 |
| Name | Title |
|---|---|
| Ron O'Hanley | Member/Chairman |
| Jane Fraser | Member/Vice Chair |
| Brian Moynihan | Member |
| Charlie Scharf | Member |
| David Solomon | Member |
| James Gorman | Member |
| Jamie Dimon | Member |
| Robin Vince | Member |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Fgs Global US LLC Dba Fgh Holding | Consulting | 1025 F St NW 9TH FLOOR, Washington, DC 20004 | $336,696 |
| Debevoise Plimpton | Consulting | 801 PENNSYLVANIA AVENUE NW, Washington, DC 20004 | $330,000 |
| Akin Gump Strauss Hauer Feld LLP | Consulting/lobbying | 2001 K Street NW, Washington, DC 20006 | $180,000 |
| Resolution Public Affairs LLC | Consulting/LOBBYING | 600 MARYLAND AVE SW SUITE 220 EAST, Washington, DC 20004 | $150,000 |
| Hart Research Associates | Consulting | 1724 CONNECTICUT AVENUE NW, Washington, DC 20009 | $104,000 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $5,249,946 |
| Other Expenses | $2,599,090 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $2,731,483 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $2,114,195 |
| Fees for Services Other | - | - | - | $668,678 |
| Occupancy | - | - | - | $415,594 |
| Fees for Services Legal | - | - | - | $385,000 |
| Fees for Services Lobbying | - | - | - | $330,000 |
| Payroll Taxes | - | - | - | $183,977 |
| Depreciation Depletion | - | - | - | $175,254 |
| Other Employee Benefits | - | - | - | $159,898 |
| Fees for Services Accounting | - | - | - | $92,357 |
| Conferences and Meetings | - | - | - | $73,993 |
| Travel | - | - | - | $68,494 |
| Office Expenses | - | - | - | $62,029 |
| Pension Plan Contributions | - | - | - | $60,393 |
| Information Technology | - | - | - | $36,796 |
| Insurance | - | - | - | $14,989 |
| Advertising | - | - | - | $5,163 |
| All Other Expenses | - | - | - | $3,197 |
| Other Expenses | - | - | - | $242 |
| Total Functional Expenses | $0 | $0 | $0 | $7,849,036 |
| 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 | $2,330,000 |
| Total Nondeductible Lobbying and Political Cost | $2,330,000 |
| 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 |
|---|---|
| Operating Lease Liability | $1,794,669 |
| Accrued Excise Tax | $183,302 |
“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 | 61689 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 85729 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 179 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 5163 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 3197 |
| 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 | 6964908 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 5254723 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 2114195 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 73993 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 150000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 330000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 180000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 336696 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 104000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 600 MARYLAND AVE SW SUITE 220 EAST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 801 PENNSYLVANIA AVENUE NW |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 2001 K Street NW |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 1025 F St NW 9TH FLOOR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 1724 CONNECTICUT AVENUE NW |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | WASHINGTON |
| 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 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 20004 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 20004 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 20006 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 20004 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 20009 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | Resolution Public Affairs LLC |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | Debevoise Plimpton |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | Akin Gump Strauss Hauer Feld LLP |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 3 | FGS GLOBAL US LLC DBA FGH HOLDING |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 4 | HART RESEARCH ASSOCIATES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Consulting/LOBBYING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Consulting |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CONSULTING/LOBBYING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | CONSULTING |
| 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 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 2599090 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 8000000 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 150964 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 5249946 |
| IRS990/CYTotalExpensesAmt | 0 | 7849036 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8000000 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 4000000 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 2000000 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 175254 |
| 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 | 92357 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 385000 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 330000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 668678 |
| 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 | 18180 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 42757 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 47811 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 36064 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 21329 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 32285 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 11978 |
| 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 | Kaitlyn Eisner-Poor Brooke |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Chip Bartlett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Brian Moynihan |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Robin Vince |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Jane Fraser |
| 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 | 1899865 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 721450 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 566397 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 548881 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 300397 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 163865 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 144949 |
| 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 | Secretary and Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | VP, Gov't Affairs |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Member/Vice Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Member/Chairman |
| 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 | 8000000 |
| 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 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 36796 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 14989 |
| 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/TotalRevenueColumnAmt | 0 | 0 |
| 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 | 14 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 726495 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 825794 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 655456 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1381951 |
| 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 | 2884679 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3035643 |
| 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/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 415594 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 62029 |
| 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 | 1122417 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 159898 |
| IRS990/OtherExpensesGrp/Desc | 0 | EXCISE TAX |
| IRS990/OtherExpensesGrp/Desc | 1 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 2 | SALES TAX |
| IRS990/OtherExpensesGrp/Desc | 3 | DC PROPERTY & FRANCHISE TAX |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 177334 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 86517 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 3453 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 242 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 874687 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1977971 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2731483 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 183977 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 60393 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 30353 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 66568 |
| IRS990/PrincipalOfficerNm | 0 | KEVIN FROMER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8000000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 8000000 |
| 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 | 250 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 2453775 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8000000 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 828560 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 4717915 |
| IRS990/PYTotalExpensesAmt | 0 | 7171690 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 8000250 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 150964 |
| 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 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 2884679 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3035643 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleC/AggregateReportedDuesNtcAmt | 0 | 3600000 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/DuesAssessmentsAmt | 0 | 8000000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt | 0 | 2330000 |
| IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt | 0 | 2330000 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleC/TaxableAmt | 0 | -1270000 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 33988 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 107623 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 141611 |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.