2015-11-06T13:58:29-06:00 2014-12-31 BDO USA LLP 8401 GREENSBORO DRIVE SUITE 800 MCLEAN VA 22102 990 2014-01-01 522241644 Financial Services Forum % TRISH HOROWITZ FINA 2024578765 601 13TH STRET NW WASHINGTON DC 20005 JOHN DEARIE Acting CEO 2024578765 2015-10-26 true Joyce Underwood P00022361 7038930600 2014 2016-02-25 16:41:14Z John Dearie SAME AS C ABOVE WASHINGTON DC 20005 4772960 false X www.financialservicesforum.org X 2000 DC PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS 18 18 8 20 0 0 0 6030345 4769655 3357 2826 0 479 6033702 4772960 1521699 5700 0 0 2747093 3086256 0 0 0 1986726 2158964 6255518 5250920 -221816 -477960 6993628 8235387 3415830 5135549 3577798 3099838 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 false 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 NO 750 S WASHINGTON DC 20005 American Int'l GroupInc Member 0.0 0.0 X 0 0 0 Allstate INSURANCE Member 0.0 0.0 X 0 0 0 Bank of America Corp 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 GroupInc 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 FinancialInc 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 President & CEO 40.0 0.0 X 1195780 0 62718 John Dearie Executive VP for Policy 40.0 0.0 X 523280 0 60909 Trisha Horowitz Executive Management 40.0 0.0 X 195780 0 52931 Laena Fallon Pomeroy VP for Communications 40.0 0.0 X 245205 0 38233 Nathaniel Hoopes VP of Government Relations 40.0 0.0 X 398280 0 57933 2558325 0 272724 5 false true false Elmendorf Ryan 900 7th Street NW Suite 750 WASHINGTON DC 20001 consulting 180000 Benenson Strategy Group 777 Third Ave 33rd Floor NEW YORK NY 10017 consulting 180062 Clark Geduldig Cranford Nielsen 1101 K ST NW 650 WASHINGTON DC 20005 CONSULTING 220000 Hamilton Place Strategies 805 15TH STREET NW WASHINGTON DC 20005 CONSULTING 503000 MATTHEW C RHOADES 1622 BELMONT ST C WASHINGTON DC 20009 CONSULTING 165000 5 0 MEMBERSHIP DUES 900099 4769655 4769655 0 0 4769655 2826 2826 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 479 479 479 4772960 4769655 0 3305 5700 0 0 0 1262718 0 1530270 92007 114555 86706 0 30000 27719 440000 0 0 913062 0 169317 49272 0 298372 76405 0 58677 0 0 20072 12599 dues and subscriptions 63469 5250920 4896980 6183768 1908885 1882433 0 0 11458 1141 0 0 0 0 0 0 0 0 38710 35522 310029 177506 137595 132523 0 0 0 0 0 0 0 0 0 0 6993628 8235387 18665 39114 0 0 3319655 5050000 0 0 0 0 0 0 0 0 0 0 77510 46435 3415830 5135549 X 0 0 0 0 3577798 3099838 3577798 3099838 6993628 8235387 -477960 X false false false false false true 3800000 1743750 45105 1788855 1710000 78855 206357 99168 107189 34710 19157 15553 68962 59181 9781 132523 0 leasehold improvement liability 13325 rent liability 33110 46435 X false false false Robert S Nichols President & CEO 745780 0 450000 0 0 0 34500 0 28218 0 1258498 0 0 0 John Dearie Executive VP for Policy 448280 0 75000 0 0 0 34500 0 26409 0 584189 0 0 0 Trisha Horowitz Executive Management 170780 0 25000 0 0 0 27019 0 25912 0 248711 0 0 0 Laena Fallon Pomeroy VP for Communications 195955 0 49250 0 0 0 32786 0 5447 0 283438 0 0 0 Nathaniel Hoopes VP of Government Relations 298280 0 100000 0 0 0 34500 0 23433 0 456213 0 0 0 Form 990, Part VI, Section A, Line 6 MEMBERS ARE CEOS OF LARGE FINANCIAL INSTITUTIONS FOING 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:913062