2016-10-17T17:00:24-05:00 2015-12-31 BDO USA LLP 8401 GREENSBORO DRIVE SUITE 800 MCLEAN VA 22102 990 2015-01-01 522241644 Financial Services Forum % TRISH HOROWITZ FINA 2024578765 601 13TH STRET NW Suite 750 South WASHINGTON DC 20005 JOHN DEARIE Acting CEO 2024578765 2016-10-12 true Joyce Underwood P00022361 7038930600 2016-10-17 2015 2017-02-10 21:41:12Z JOHN DEARIE 601 13TH STRET NW Suite 750 South WASHINGTON DC 20005 5607303 false X www.financialservicesforum.org X 2000 DC PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS 18 18 8 18 0 0 0 4769655 5604720 2826 2583 479 0 4772960 5607303 5700 790000 0 0 3086256 3082000 0 0 0 2158964 2055102 5250920 5927102 -477960 -319799 8235387 4287237 5135549 1507168 3099838 2780069 PROMOTING OPEN AND COMPETITIVE 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 true false true false false false false false false false false false false false false false false true 9 0 true 8 true false false false false false false X 18 18 false false false false true false true true true true false false false false true true true false DC X TRISH HOROWITZ 2024578765 601 13TH STRET NW SUITE 750 SOUTH WASHINGTON DC 20005 X American International Group Member 0.0 0.0 X 0 0 0 Allstate INSURANCE Member 0.0 0.0 X 0 0 0 Bank of America Corporation Member/ Chairman 0.0 0.0 X 0 0 0 Bank of NY Mellon Member 0.0 0.0 X 0 0 0 Citigroup Member 0.0 0.0 X 0 0 0 Deutsche Bank AG Member 0.0 0.0 X 0 0 0 Edward Jones Member 0.0 0.0 X 0 0 0 Fidelity Investments Member 0.0 0.0 X 0 0 0 GE Capital Member 0.0 0.0 X 0 0 0 Goldman Sachs Group Inc Member 0.0 0.0 X 0 0 0 HSBC Holdings PLC Member 0.0 0.0 X 0 0 0 JP Morgan Chase Member 0.0 0.0 X 0 0 0 MetLife Inc Member 0.0 0.0 X 0 0 0 Morgan Stanley Member/ Vice-Chairman 0.0 0.0 X 0 0 0 Prudential Financial Inc Member 0.0 0.0 X 0 0 0 State Street Corporation Member 0.0 0.0 X 0 0 0 UBS AG Member 0.0 0.0 X 0 0 0 Wells Fargo Member 0.0 0.0 X 0 0 0 Robert S Nichols former President/CEO 40.0 0.0 X 955084 0 21379 John Dearie Acting Chief Executive Officer 40.0 0.0 X 522760 0 65906 Nathaniel L Hoopes VP of Government Affairs 40.0 0.0 X 441036 0 51656 Laena Fallon Pomeroy VP for Communications 40.0 0.0 X 255910 0 40729 Trish Horowitz Executive Management 40.0 0.0 X 216984 0 56945 2391774 0 236615 5 false true false Elmendorf Ryan 900 7th Street NW Suite 750 WASHINGTON DC 20001 consulting 180000 Clark Geduldig Cranford Nielsen 1101 K STREET NW Suite 650 WASHINGTON DC 20005 CONSULTING 194000 Hamilton Place Strategies 805 15TH STREET NW WASHINGTON DC 20005 CONSULTING 482732 MATTHEW RHOADES 1622 BELMONT STREET UNIT C WASHINGTON DC 20009 CONSULTING 195000 4 0 MEMBERSHIP DUES 900099 5604720 5604720 5604720 2583 2583 0 0 0 0 0 0 0 0 0 0 5607303 5604720 2583 X 790000 0 0 0 976463 0 1847667 114774 50307 92789 0 45224 27056 434000 0 0 729939 0 196083 36338 0 314912 45706 0 120337 0 0 17562 8307 DUES AND SUBSCRIPTIONS 79638 5927102 6183768 2265954 1882433 1885016 0 0 1141 0 0 0 0 0 0 0 0 0 35522 21306 310029 195068 132523 114961 0 0 0 0 0 0 0 0 0 0 8235387 4287237 39114 1825 0 0 5050000 1495280 0 0 0 0 0 0 0 0 0 0 46435 10063 5135549 1507168 X 0 0 0 0 3099838 2780069 3099838 2780069 8235387 4287237 -319799 30 X false false false false false true 3600000 1754521 78855 1833376 1620000 213376 206357 112926 93431 34710 20256 14454 68962 61886 7076 114961 0 LEASEHOLD IMPROVEMENT LIABILITY 2665 RENT LIABILITY 7398 10063 true Brookings Institution 1175 Massachusetts Ave NE WASHINGTON DC 20036 530196577 501(C)(3) 200000 general support The Bipartisan Policy Center 1225 Eye Street NW Suite 1000 WASHINGTON DC 20005 731628382 501(c)(3) 250000 general support American Action Forum 1747 Pennsylvania Ave NW 5th Floor WASHINGTON DC 20006 270567765 501(c)(3) 340000 general support 3 0 Part I Description of Procedure for Monitoring Use of Funds Prior to making a grant, the organization confirms, that the grantee is a tax exempt organization under section 501c of the IRC and engages in activities that further the organization exempt purposes. After a grant is made, the organization regularly communicates with a grantee to discuss their program service accomplishments. X false false false Robert S Nichols former President/CEO 955084 0 0 0 0 0 5625 0 15754 0 976463 0 0 0 John Dearie Acting Chief Executive Officer 447760 0 75000 0 0 0 35000 0 30906 0 588666 0 0 0 Nathaniel L Hoopes VP of Government Affairs 291036 0 150000 0 0 0 32000 0 19656 0 492692 0 0 0 Laena Fallon Pomeroy VP for Communications 206660 0 49250 0 0 0 31138 0 9591 0 296639 0 0 0 Trish Horowitz Executive Management 191984 0 25000 0 0 0 27174 0 29771 0 273929 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 11 THIS 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 ACTING CEO AND EXECUTIVE MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE FORUM'S PRESIDENT IS PROPOSED BY THE CHAIRMAN AND APPROVED BY THE MEMBERSHIP IN CONJUCTION OF A REVIEW OF 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 ADDRESSED FOR OFFICERS, DIRECTORS, ETC. BANK OF AMERICA - BRIAN T. MOYNIHAN, ONE BRYANT PARK, NEW YORK, NY 10011. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING TOTAL FEES:729939