Civic Intelligence

Finseca

990 • Fiscal year 2020 • EIN 85-2061667

Sep 01, 2020 to Dec 31, 2020 • Filed on Oct 06, 2021

Organization ProfileWWW.FINSECA.ORG

View Organization Page

1220 L Street NW No 100Washington, DC 20005

(703) 641-9400

Siviq Scores

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

Liabilities / Assets

88th percentile

0.66x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

1.56x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

8th percentile

-31%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

98th percentile

$184,944

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets88th percentile

Assets

$9,408,160

No earlier filing loaded for comparison.

Net Assets

$3,232,270

No earlier filing loaded for comparison.

Liabilities

$6,175,890

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin8th percentile

Revenue

$3,962,827

No earlier filing loaded for comparison.

Expenses

$5,196,724

No earlier filing loaded for comparison.

Net Income

-$1,233,897

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2020: $9,408,160Liabilities 2020: $6,175,890Net Assets 2020: $3,232,2702020Assets 2021: $8,033,532Liabilities 2021: $4,878,561Net Assets 2021: $3,154,9712021Assets 2022: $7,722,584Liabilities 2022: $7,083,629Net Assets 2022: $638,9552022Assets 2023: $6,567,681Liabilities 2023: $8,193,155Net Assets 2023: -$1,625,4742023Assets 2024: $5,942,880Liabilities 2024: $5,688,349Net Assets 2024: $254,5312024

Highlighted filing

2020

Assets$9,408,160
Liabilities$6,175,890
Net Assets$3,232,270
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2020: $3,962,827Expenses 2020: $5,196,724Net Income 2020: -$1,233,8972020Revenue 2021: $13,236,912Expenses 2021: $12,562,686Net Income 2021: $674,2262021Revenue 2022: $16,709,489Expenses 2022: $18,807,668Net Income 2022: -$2,098,1792022Revenue 2023: $18,872,317Expenses 2023: $20,328,088Net Income 2023: -$1,455,7712023Revenue 2024: $20,164,644Expenses 2024: $17,899,038Net Income 2024: $2,265,6062024

Highlighted filing

2020

Revenue$3,962,827
Expenses$5,196,724
Net Income-$1,233,897
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Dec 31, 2020
Signed
Oct 6, 2021
Return Version
2020v4.1
Gross Receipts
$5,360,163
Mission and Program Overview

Mission

The mission of finseca is to advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work of its members to provide financial and retirement security for the individuals, families, and businesses served.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$0$4,997,973▲ $4,997,973
Investments Other Securities$0$1,532,431▲ $1,532,431
Accounts Receivable$0$944,526▲ $944,526
Cash and Non-Interest-Bearing Accounts$0$565,873▲ $565,873
Prepaid Expenses and Deferred Charges$0$365,066▲ $365,066
Land, Buildings, and Equipment, Net$0$217,226▲ $217,226
Total Assets$0$9,408,160▲ $9,408,160
Other Assets Total$0$785,065▲ $785,065
Liabilities
Deferred Revenue$0$2,640,974▲ $2,640,974
Mortgage Notes Payable Secured by Investment Property$0$2,000,000▲ $2,000,000
Accounts Payable and Accrued Expenses$0$1,327,077▲ $1,327,077
Other Liabilities$0$207,839▲ $207,839
Total Liabilities$0$6,175,890▲ $6,175,890
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$0$2,866,770▲ $2,866,770
Net Assets With Donor Restrictions$0$365,500▲ $365,500
Total Net Assets Fund Balance$0$3,232,270▲ $3,232,270
Total Liabilities and Net Assets / Fund Balance$0$9,408,160▲ $9,408,160

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$132,517$61,836$194,353
Other Land Buildings$84,709-$84,709
Other Assets Org$17,646--
Other Securities$832,399--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc CadinCEOPT$179,090$5,854$184,944
David StertzerSenior Executive Advisor - AaluFT$143,856$7,632$151,488
Bonnie GodsmanPresidentPT$144,396$6,961$151,357
Armstrong RobinsonChief Advocacy OfficerFT$82,447$8,402$90,849
Suzanne JacobsChief Operating OfficerFT$79,158$9,974$89,132

Board Members and Trustees

NameTitle
Kelly KidwellChair
Jeri TurleyChair-elect
Frank ScaleseImmediate Past Chair
Ray BeningImmediate Past Chair
Amy SaloDirector
Bob EichlerDirector
Chip Van DusenDirector
Christie CoradoDirector
David FritzDirector
Don LippencottDirector
Eric Naison-phillipsDirector
James JoyceDirector
Jim HebetsDirector
Joe GergelyDirector
Jr TolandDirector
Kristi AcreeDirector
Kristi BarensDirector
Larry HermanDirector
Luis ChiappyDirector
Michelle HubertDirector
Mike JamesDirector
Paul DoddDirector
Robert FakhimiDirector
Timothy MaguireDirector
Edward G DeutschlanderSecretary
Rick Van BenschotenSecretary-elect
Bob BaccigalupiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Marcum LLPAccounting Services1899 L ST NW SUITE 850, Washington, DC 20036$165,337
Advoc8 LLCDesign Services1309 5TH STREET NE, Washington, DC 20002$101,994
Revenue and Support

Revenue Composition

Contributions and Grants
$1,458,351
Program Service Revenue
$2,226,599
Investment Income
$165,743
Other Revenue
$112,134
All Other Contributions
$1,458,351
Change in Net Assets
$-1,233,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,144,430
Other Expenses$2,052,294
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,166,415
Fees for Services Other---$487,404
Current Officers, Directors, Trustees, and Key Employees---$485,091
Occupancy---$206,714
Fees for Services Lobbying---$204,286
Office Expenses---$200,639
Payroll Taxes---$183,337
Fees for Services Legal---$180,829
Other Employee Benefits---$176,566
Conferences and Meetings---$170,528
Fees for Services Accounting---$166,441
Pension Plan Contributions---$133,021
Information Technology---$115,253
Depreciation Depletion---$61,836
Travel---$56,242
Advertising---$42,094
Other Expenses---$12,324
Fees for Service Investment Mgmnt Fees---$11,479
Royalties---$5,835
Insurance---$4,573
Interest---$26
All Other Expenses---$-2,779
Total Functional Expenses$0$0$0$5,196,724
International Activity

International Summary

Offices
0
Employees
0
Spending
$126,697

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesSupport International Presence in Asia to Grow Professional Financial Services Industry Leaders.00$126,697
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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$426,667
Total Nondeductible Lobbying and Political Cost$-5,853,706
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$207,839
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The corporation shall have members.”

Form 990, Part VI, Section A, Line 7A

“In exchange for their membership dues, voting member are provided with certain rights, including but not limited to: the rights to attend meetings, vote on certain organizational decisions and changes to governing documents, and receive certain publications produced by finseca.”

Form 990, Part VI, Section A, Line 7B

“The membership votes to elect board members and to approve the amendment to governing documents when amended.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an outside accountant and reviewed by the organization's ceo and cfo prior to being filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually, each board member is required to sign a conflict of interest statement. Prior to each board meeting, an announcement is made regarding conflicts of interest. If an actual conflict of interest situation comes up, the executive committee of the board of directors would take any required action.”

Form 990, Part VI, Section B, Line 15A

“The executive committee reviews the ceo's salary annually. As deemed necessary by the executive committee, compensation studies may be performed to determine appropriate compensation. The deliberation and decision of the review are documented in the committee minutes. The ceo determines compensation of other officers or key employees of the organization.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Finseca
EIN
85-2061667
Phone
7036419400
Address
1220 L STREET NW NO 100, WASHINGTON, DC 20005

Signing Officer

Name
Marc Cadin
Title
Chief Executive Officer
Phone
7036419400
Signed
2021-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Cadin
Formed
2020
Legal Domicile
Dc
Voting Board Members
27
Independent Board Members
27
Employees
43
Volunteers
71

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
Preparer
Aaron M Fox
Phone
2022274000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net assets from merger 4,292,522.”

Financial Statement Notes

PART X, LINE 2:

“For the period september 1, 2020 (date of inception) through december 31, 2020, finseca has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the consolidated financial statements.”

Raw XML AppendixShowing 400 of 739 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.

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IRS990/ActivityOrMissionDesc0THE MISSION OF FINSECA IS TO ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION, DEVELOP AND GROW ITS LEADERS, AND PROMOTE THE NOBLE AND NECESSARY WORK OF ITS MEMBERS TO PROVIDE FINANCIAL AND RETIREMENT SECURITY FOR THE INDIVIDUALS, FAMILIES, AND BUSINESSES SERVED.
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IRS990/Desc0MEMBER LEARNING AND EXPERIENCE: FINSECA PROVIDES MEETINGS TO KEEP INSURANCE PROFESSIONALS ON THE LEADING EDGE OF TRENDS AND SKILLS BY PROVIDING THEM WITH AN EDUCATION AND NETWORKING FOR PARTICIPANTS. FINSECA PROVIDES A FORUM FOR MEMBERS TO EXCHANGE INFORMATION AND AN OPPORTUNITY FOR MEMBERS TO PARTICIPATE IN PROFESSIONAL DEVELOPMENT ACTIVITIES. FINSECA PROVIDES NUMEROUS PRODUCTS AND PUBLICATIONS THAT ARE CREATED SPECIFICALLY TO FURTHER THE PROFESSIONAL DEVELOPMENT OF FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES. THESE PRODUCTS INCLUDE ONLINE ASSESSMENT TOOLS, AUDIOVISUAL PRODUCTS, AND A BOOK SERIES THAT PRESENT A BROAD COLLECTION OF PROVEN PRACTICES FROM VETERAN INDUSTRY LEADERS. FINSECA PROVIDES MEMBERS WITH PRACTICAL, APPLICATION-ORIENTED ARTICLES ON TOPICS SUCH AS RECRUITING, SELECTION, LEADERSHIP AND RETENTION. FINSECA PUBLISHES A BI-MONTHLY MAGAZINE, "FINSECA FOCUS" THAT PROVIDES INSIGHTS AND THOUGHT LEADERSHIP TO HELP THE FINANCIAL SECURITY PROFESSIONALS UNDERSTAND THE DYNAMICS THAT DRIVE CONSUMER CHOICES AND THE PROFESSION.
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,408,160
Liabilities
$6,175,890
Net assets
$3,232,270
Revenue
$3,962,827
Expenses
$5,196,724
Net income
-$1,233,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$5.94$5.69$0.25$20.2$17.9$2.27
2023Summary only. Only limited summary data is available for this year.$6.57$8.19$1.63$18.9$20.3$1.46
2022Summary only. Only limited summary data is available for this year.$7.72$7.08$0.64$16.7$18.8$2.10
2021Summary only. Only limited summary data is available for this year.$8.03$4.88$3.15$13.2$12.6$0.67
2020Detailed filing. Detailed filing data is available for this year.$9.41$6.18$3.23$3.96$5.20$1.23
Peer Organizations

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