2018-11-16T17:57:40-06:00 2017-12-31 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2017-01-01 522241644 FINANCIAL SERVICES FORUM % KEVIN FROMER FINA 2024578765 601 13th Street NW Suite 750S Washington DC 20005 KEVIN FROMER CEO 2024578765 2018-11-16 true Joyce Underwood P00022361 7038930600 2018-11-16 4.15.233.162 54621820183205000001 2018-11-16 P D3219F30755993C5424F1576AF8CB0C9953A6B1C D3219F30755993C5424F1576AF8CB0C9953A6B1C 2017 2019-02-21 02:37:17Z KEVIN FROMER 601 13th Street NW SUITE 760 S DC DC 20005 3951953 false X WWW.FSFORUM.COM X 2000 DC PROMOTING OPEN AND COMPETITVE FINANCIAL MARKETS. 7 7 7 0 0 0 0 1043327 3951953 469 0 0 0 1043796 3951953 160000 0 0 0 2251822 1783298 0 0 0 1534230 1434862 3946052 3218160 -2902256 733793 1454136 835051 1576306 230609 -122170 604442 PROMOTING OPEN AND COMPETITVE FINANCIAL MARKETS. false false 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. false false false true false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 6 0 true 7 true false false false false false false X 7 7 false false false false true false true true true true false false false false true true true false DC X KEVIN FROMER 2024575765 601 13TH STREET NW SUITE 750S WASHINGTON DC 20005 X Bank of America Member/ Chairman 0.0 0.0 X 0 0 0 BNY Mellon Member 0.0 0.0 X 0 0 0 Citigroup Member 0.0 0.0 X 0 0 0 Goldman Sachs Member 0.0 0.0 X 0 0 0 JP Morgan Chase Member 0.0 0.0 X 0 0 0 Morgan Stanley Dean Witter Member/ Vice-Chairman 0.0 0.0 X 0 0 0 State Street Member 0.0 0.0 X 0 0 0 John Dearie Acting CEO 40.0 0.0 X 438000 0 38808 Kevin Fromer President & CEO 40.0 0.0 X 342692 0 0 Jennifer Scungio Director, Comm & Digital Media 40.0 0.0 X 116333 0 10482 Laena Pomeroy VP of Communications 40.0 0.0 X 166667 0 16137 Trish Horowitz Executive Management 40.0 0.0 X 303250 0 44515 1366942 0 109942 5 false true false Hamilton Place Strategies 805 15TH STREET NW Washington DC 20005 CONSULTING 482351 1 0 VOL-US SUB GROUP 482351 482351 MEMBERSHIP DUES 3469602 3469602 3951953 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3951953 3951953 0 0 0 0 1150385 0 0 0 0 369519 0 0 0 36075 0 0 0 158077 0 0 69242 0 0 0 0 14374 0 0 0 23194 0 0 0 27000 0 0 0 0 0 501557 0 0 0 0 204880 0 0 0 103454 0 0 0 0 332684 0 0 0 59006 0 0 0 0 86249 0 0 0 0 0 20083 0 0 0 3607 0 0 0 Dues & subscriptions 58774 0 0 0 3218160 0 0 0 1347648 762212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5573 0 310029 237190 92922 72839 0 0 0 0 0 0 0 0 7993 0 1454136 835051 14195 76551 0 0 1451905 35126 0 0 0 0 0 0 0 0 0 0 110206 118932 1576306 230609 X 0 0 0 0 -122170 604442 -122170 604442 1454136 835051 733793 -7181 X false false false false false true 3469602 680000 0 680000 1561321 -881321 211657 150690 70667 19710 19202 508 68962 67298 1664 72839 0 RENT LIABILITY 118932 118932 X false false false John Dearie Acting CEO 263000 0 175000 0 0 0 12000 0 26808 0 476808 0 0 0 Laena Pomeroy VP of Communications 104167 0 62500 0 0 0 9000 0 7137 0 182804 0 0 0 Trish Horowitz Executive Management 225000 0 78250 0 0 0 9125 0 35390 0 347765 0 0 0 Kevin Fromer President & CEO 342692 0 0 0 0 0 0 342692 0 0 0 FORM 990, Part VI, Section A, Line 6: MEMBERS ARE CEOS OF LARGE FINANCIAL INSTITUTIONS DOING BUSINESS IN THE UNITED STATES. FORM 990, Part VI, Section A, Line 7b: THE ENTIRE MEMBERSHIP ACTS AS THE GOVERNING BODY AND MAKES MAJOR DECISIONS COLLABORATIVELY. FORM 990, Part VI, Section B, Line 11b: 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 AND EXECUTIVE MANAGEMENT. FORM 990, Part VI, Section B, Line 15b: 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. FORM 990, Part VI, SECTION C, Line 19: THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC. BANK OF AMERICA - BRIAN T. MOYNIHAN, ONE BRYANT PARK, NEW YORK, NY 10011. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:482351 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL SERVICES TOTAL FEES:12425 FORM 990 PART IX LINE 11G DESCRIPTION:BENEFITS PLANNING TOTAL FEES:6781