Civic Intelligence

Financial Services Forum

990 • Fiscal year 2020 • EIN 52-2241644

Jan 01, 2020 to Dec 31, 2020

Organization ProfileWWW.FSFORUM.COM
Washington, DC
Siviq Scores

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

Liabilities / Assets

91st percentile

0.75x

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

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

Liabilities / Revenue

79th percentile

0.76x

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

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

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

73rd percentile

0.7%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$8,121,022

Up $1,262,609 (+18%) from 2019

Net Assets

Up

$2,056,119

Up $588,154 (+40%) from 2019

Liabilities

Up

$6,064,903

Up $674,455 (+13%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin59th percentile

Revenue

Up

$8,010,311

Up $59,032 (+0.7%) from 2019

Expenses

Down

$7,422,157

Down $1,089,374 (-13%) from 2019

Net Income

Up

$588,154

Up $1,148,406 (+205%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2020

Assets$8,121,022
Liabilities$6,064,903
Net Assets$2,056,119
Open 2020 Filing

Operations Trend

Revenue Growth73rd 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

2020

Revenue$8,010,311
Expenses$7,422,157
Net Income$588,154
Open 2020 Filing
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Mission and Program Overview

Mission

Promoting open and competitive financial markets.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$8,121,022
Liabilities
$6,064,903
Net assets
$2,056,119
Revenue
$8,010,311
Expenses
$7,422,157
Net income
$588,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$8.62$5.95$2.67$27.4$28.9$1.49
2023Summary only. Only limited summary data is available for this year.$7.96$3.80$4.16$16.0$14.9$1.12
2022Summary only. Only limited summary data is available for this year.$7.10$4.06$3.04$8.00$7.85$0.15
2021Summary only. Only limited summary data is available for this year.$7.82$4.94$2.88$8.00$7.17$0.83
2020Summary only. Only limited summary data is available for this year.$8.12$6.06$2.06$8.01$7.42$0.59
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $5M-$10M nonprofits