FINANCIAL SERVICES FORUM

EIN: 522241644 Community Improvement

WASHINGTON, DC

Total Revenue
$27,400,000
Total Expenses
$28,888,019
Total Assets
$8,623,462
Net Assets
$2,670,422
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
DC
Phone
2024575765
Tax Period
2024-01-01 to 2024-12-31

FINANCIAL SERVICES FORUM, founded in 2000, is a mid-sized nonprofit in the Community Improvement sector that reported $27.4M in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum.

Mission

PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $27,400,000
Investment Income $0
Other Revenue $0
TOTAL REVENUE $27,400,000

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,313,453
Fundraising Expenses $0
Program Expenses $0
Other Expenses $22,574,566
TOTAL EXPENSES $28,888,019

Year-over-Year Comparison

2024 2023 Change
Revenue $27,400,000 $16,000,000 +0.7%
Expenses $28,888,019 $14,877,202 +0.9%
Net Income $-1,488,019 $1,122,798 -2.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
15
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$2,646,685
Total Directors
8
$0
Key Employees
2
$1,485,172
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN MOYNIHAN MEMBER 0.0
Director
$0 $0 $0
CHARLIE SCHARF MEMBER 0.0
Director
$0 $0 $0
DAVID SOLOMON MEMBER 0.0
Director
$0 $0 $0
JAMIE DIMON MEMBER 0.0
Director
$0 $0 $0
JANE FRASER MEMBER/VICE CHAIR 0.0
Director
$0 $0 $0
ROBIN VINCE MEMBER 0.0
Director
$0 $0 $0
RONALD O'HANLEY MEMBER/CHAIRMAN 0.0
Director
$0 $0 $0
TED PICK MEMBER 0.0
Director
$0 $0 $0
KAITLYN BROOKE SECRETARY AND TREASURER 40.0
Officer
$182,080 $44,731 $226,811
KEVIN FROMER PRESIDENT & CEO 40.0
Officer
$2,399,851 $20,023 $2,419,874
BARBARA HAGENBAUGH EXEC VP, HEAD OF COMMUNICATIONS 40.0
Key Emp
$615,451 $55,726 $671,177
SEAN CAMPBELL EXEC VP, DIR OF POLICY & RESEARCH 40.0
Key Emp
$756,546 $57,449 $813,995
BRIGID RICHELIEU SR. MANAGER, COMMUNICATIONS 40.0
Highest
$129,289 $471 $129,760
CHIP BARTLETT VP, GOV'T AFFAIRS 40.0
Highest
$411,415 $45,341 $456,756
SPENCER KATTERHAGEN MANAGER, GOV AFFAIRS 40.0
Highest
$130,201 $14,452 $144,653
TIFFANY HAAS VP, GOV'T & INDUSTRY RELATIONS 40.0
Highest
$671,613 $41,686 $713,299
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $27,400,000 $28,888,019 $8,623,462 $-1,488,019
2023 $16,000,000 $14,877,202 $7,957,921 $1,122,798
2022 $8,000,000 $7,849,036 $7,099,343 $150,964
2021 $8,000,250 $7,171,690 $7,821,055 $828,560
2020 $8,010,311 $7,422,157 $8,121,022 $588,154
2019 $7,951,279 $8,511,531 $6,858,413 $-560,252
2018 $8,000,000 $6,576,225 $5,297,255 $1,423,775
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