Nonprofit · EIN 52-2241644
FINANCIAL SERVICES FORUM
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $27,400,000 | $28,888,019 | -$1,488,019 | $8,623,462 | $5,953,040 | $2,670,422 |
| December 31, 2023 | 990 | $16,000,000 | $14,877,202 | $1,122,798 | $7,957,921 | $3,799,480 | $4,158,441 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,400,000
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,586,584
- Other salaries and wages
- $3,128,820
- Salaries, compensation and benefits (total)
- $6,313,453
- Professional fundraising fees
- $0
- Legal fees
- $459,283
- Accounting fees
- $137,015
- Occupancy
- $435,135
- Travel
- $64,525
- Depreciation
- $117,766
Balance sheet and other
- Total assets, start of year
- $7,957,921
- Total assets, end of year
- $8,623,462
- Total liabilities, end of year
- $5,953,040
- Net assets, end of year
- $2,670,422
- Land, buildings and equipment
- $375,066
- Gross receipts
- $27,400,000
- Employees
- 15
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN FROMER | PRESIDENT & CEO Officer | 40 | $2,399,851 | $20,023 |
| SEAN CAMPBELL | EXEC VP, DIR OF POLICY & RESEARCH Key employee | 40 | $756,546 | $57,449 |
| TIFFANY HAAS | VP, GOV'T & INDUSTRY RELATIONS Highest-paid employee | 40 | $671,613 | $41,686 |
| BARBARA HAGENBAUGH | EXEC VP, HEAD OF COMMUNICATIONS Key employee | 40 | $615,451 | $55,726 |
| CHIP BARTLETT | VP, GOV'T AFFAIRS Highest-paid employee | 40 | $411,415 | $45,341 |
| KAITLYN BROOKE | SECRETARY AND TREASURER Officer | 40 | $182,080 | $44,731 |
| SPENCER KATTERHAGEN | MANAGER, GOV AFFAIRS Highest-paid employee | 40 | $130,201 | $14,452 |
| BRIGID RICHELIEU | SR. MANAGER, COMMUNICATIONS Highest-paid employee | 40 | $129,289 | $471 |
| BRIAN MOYNIHAN | MEMBER Trustee or director | 0 | $0 | $0 |
| CHARLIE SCHARF | MEMBER Trustee or director | 0 | $0 | $0 |
| DAVID SOLOMON | MEMBER Trustee or director | 0 | $0 | $0 |
| JAMIE DIMON | MEMBER Trustee or director | 0 | $0 | $0 |
| JANE FRASER | MEMBER/VICE CHAIR Trustee or director | 0 | $0 | $0 |
| ROBIN VINCE | MEMBER Trustee or director | 0 | $0 | $0 |
| RONALD O'HANLEY | MEMBER/CHAIRMAN Trustee or director | 0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TED PICK | MEMBER Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN FROMER | President & CEO Officer | 40 | $1,943,602 | $19,755 |
| SEAN CAMPBELL | Chf Economist, Hd Policy&Resch Highest-paid employee | 40 | $721,136 | $51,938 |
| TIFFANY HAAS | Head of Government Affairs Highest-paid employee | 40 | $597,017 | $38,055 |
| BARBARA HAGENBAUGH | Chief Communications Officer Highest-paid employee | 40 | $566,074 | $52,583 |
| CHIP BARTLETT | VP, Gov't Affairs Highest-paid employee | 40 | $346,855 | $40,311 |
| KAITLYN EISNER-POOR BROOKE | Secretary and Treasurer Officer | 40 | $154,076 | $35,494 |
| BRIGID RICHELIEU | Sr. Manager, Communications Highest-paid employee | 40 | $155,000 | $761 |
| JAMIE DIMON | Member Institutional trustee | 0 | $0 | $0 |
| JANE FRASER | Member/Vice Chair Institutional trustee | 0 | $0 | $0 |
| JAMES GORMAN | Member Institutional trustee | 0 | $0 | $0 |
| BRIAN MOYNIHAN | Member Institutional trustee | 0 | $0 | $0 |
| RON O'HANLEY | Member/Chairman Institutional trustee | 0 | $0 | $0 |
| CHARLIE SCHARF | Member Institutional trustee | 0 | $0 | $0 |
| DAVID SOLOMON | Member Institutional trustee | 0 | $0 | $0 |
| ROBIN VINCE | Member Institutional trustee | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 601 13TH ST NW STE 750S, WASHINGTON, DC 20005-6707
- In care of
- % KEVIN FROMER
- Principal officer (990 for 2024)
- KEVIN FROMER, 601 13TH STREET NW 750S, WASHINGTON, DC 20005
- Signed the 990
- KEVIN FROMER, CEO
- Phone
- (202) 457-5765
- Website
- WWW.FSFORUM.COM
- Return prepared by
- BDO USA
Mission
PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.
Program accomplishments
- EDUCATE THE PUBLIC AND GLOBAL OPINION LEADERS ABOUT THE IMPORTANCE OF ROBUST CAPITAL MARKETS AND INDUSTRY'S CONTRIBUTION TO IMPROVE LIVES.
- INFLUENCE THE NATIONAL AND INTERNATIONAL REGULATORY DIALOGUE AND ENCOURAGE A COMPETITIVE GLOBAL MARKETPLACE.
- PROMOTE TRADE AND THE FREE FLOW OF CAPITAL IN ORDER TO ENHANCE GLOBAL PROSPERITY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2241644
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $8,623,462
- Income (IRS master file)
- $27,400,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $27,400,000 | $28,888,019 | $8,623,462 | XML |
| 990 | December 2023 | $16,000,000 | $14,877,202 | $7,957,921 | XML |
| 990 | December 2022 | $8,000,000 | $7,849,036 | $7,099,343 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2241644).
Questions about FINANCIAL SERVICES FORUM
- What is the EIN of FINANCIAL SERVICES FORUM?
- The employer identification number (EIN) of FINANCIAL SERVICES FORUM is 52-2241644.
- Is FINANCIAL SERVICES FORUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2001.
- Are donations to FINANCIAL SERVICES FORUM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL SERVICES FORUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL SERVICES FORUM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL SERVICES FORUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FINANCIAL SERVICES FORUM?
- The 990 for the year ended December 31, 2024 names KEVIN FROMER.
- Who are the officers and directors of FINANCIAL SERVICES FORUM?
- The 990 for the year ended December 31, 2024 lists 16 people; 8 received compensation from the organization, the highest $2,399,851 (KEVIN FROMER, PRESIDENT & CEO).
- How much revenue does FINANCIAL SERVICES FORUM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $27,400,000, expenses of $28,888,019 and total assets of $8,623,462 at year end.
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All nonprofits in WASHINGTON · District of Columbia · Community improvement and capacity building