FINANCIAL SERVICES FORUM

Cite this

Plain text FINANCIAL SERVICES FORUM. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/financial-services-forum-522241644. Retrieved 2026-10-23.

APA furp.org. (n.d.). FINANCIAL SERVICES FORUM [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 23, 2026, from https://furp.org/org/financial-services-forum-522241644

MLA “FINANCIAL SERVICES FORUM.” furp.org, tax years 2011–2024, https://furp.org/org/financial-services-forum-522241644. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $27.4M · expenses $28.9M · assets $8.6M

EIN: 52-2241644
Address: 601 13TH ST NW STE 750S, WASHINGTON, DC 20005-6707
Website: WWW.FSFORUM.COM
NTEE code: S41
Exempt type: 501(c)(6): business league or chamber of commerce (corporation)
Ruling date: April 2001 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: No
Cross-check: ProPublica Nonprofit Explorer

Mission

PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

21 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Kevin Fromer	PRESIDENT & CEO	2017-2024	$2,419,874	$12,859,020	1
Sean Campbell	EXEC VP, DIR OF POLICY & RESEARCH	2018-2024	$813,995	$4,840,783	1
Barbara Hagenbaugh	EXEC VP, HEAD OF COMMUNICATIONS	2018-2024	$671,177	$4,129,912	1
Tiffany Haas	VP, GOV'T & INDUSTRY RELATIONS	2019-2024	$713,299	$3,398,256	1
Chip Bartlett	VP, GOV'T AFFAIRS	2022-2024	$456,756	$1,000,849	1
Kaitlyn Brooke	SECRETARY AND TREASURER	2020-2024	$226,811	$990,914	1
Brigid Richelieu	SR. MANAGER, COMMUNICATIONS	2023-2024	$129,760	$285,521	1
Spencer Katterhagen	MANAGER, GOV AFFAIRS	2024	$144,653	$144,653	1
Robert S Nichols (former)	former President/CEO	2011-2015	$976,463	$5,437,548	1
John Dearie (former)	Acting CEO	2011-2017	$476,808	$4,110,426	1
Brett Quick (former)	VP, Gov't & Industry Relations	2018-2022	$321,726	$2,031,420	1
Nathaniel Hoopes (former)	VP of Government Affairs	2013-2016	$371,310	$1,489,300	1
Robert Pribble (former)	Exec VP, Head of Gov't & InD	2018-2019	$720,877	$1,447,218	1
Trish Horowitz (former)	Executive Management	2015-2018	$176,114	$1,129,500	1
Laena Pomeroy (former)	VP of Communications	2014-2017	$182,804	$1,099,135	1
Courtney Geduldig (former)	MANAGING DIR/CHIEF COUNSEL/HEAD FGR	2011-2012	$497,409	$991,935	1
Trisha Horowitz (former)	Executive Management	2011-2014	$248,711	$919,486	1
Julia Lawless (former)	Sr Mngr, Policy Communication	2020	$339,066	$339,066	1
Kaitlyn Eisner-Poor (former)	Secretary and Treasurer	2018-2019	$177,642	$279,703	1
Laena Fallon (former)	VP OF COMMUNICATIONS	2013	$250,634	$250,634	1
Jennifer Scungio (former)	Director, Comm & Digital Media	2017	$126,815	$126,815	1

Officers and directors, no compensation reported

40 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Compensation	Organizations
Ronald O'Hanley	MEMBER/CHAIRMAN	2024	$0 reported	16
Jane Fraser	MEMBER/VICE CHAIR	2021-2024	$0 reported	5
Jamie Dimon	MEMBER	2020-2024	$0 reported	8
Brian Moynihan	MEMBER	2020-2024	$0 reported	7
Charlie Scharf	MEMBER	2020-2024	$0 reported	2
Robin Vince	MEMBER	2022-2024	$0 reported	4
David Solomon	MEMBER	2020-2024	$0 reported	3
Ted Pick	MEMBER	2024	$0 reported	2
Ron O'Hanley (former)	Member/Chairman	2020-2023	$0 reported	5
James Gorman (former)	Member	2020-2023	$0 reported	2
Todd Gibbons (former)	Member	2020-2021	$0 reported	2
Michael Corbat (former)	Member/Vice-Chariman	2020	$0 reported	3
Bank Of America Institution (former)	Member	2011-2019	$0 reported	4368
Bny Mellon Institution (former)	Member	2017-2019	$0 reported	1456
Jp Morgan Chase Bank Na Institution (former)	Member	2011-2019	$0 reported	1826
Wells Fargo Bank N A Institution (former)	Member	2011-2019	$0 reported	3449
Citigroup (former)	Member/ Vice Chairman	2011-2019	$0 reported	1
Goldman Sachs (former)	Member	2016-2019	$0 reported	1
Morgan Stanley (former)	Member/ Chairman	2011-2019	$0 reported	1
State Street (former)	Member	2016-2019	$0 reported	1
Morgan Stanley Dean Witter (former)	Member/ Vice-Chairman	2016-2018	$0 reported	1
Bank Of New York Institution (former)	Member	2016	$0 reported	7
American International Group Institution (former)	Member	2015	$0 reported	4
State Street Corporation Institution (former)	Member	2011-2015	$0 reported	4
Allstate INSURANCE (former)	Member	2011-2015	$0 reported	1
Bank of NY Mellon Institution (former)	Member	2011-2015	$0 reported	1
Deutsche Bank AG Institution (former)	Member	2011-2015	$0 reported	1
Edward Jones (former)	Member	2011-2015	$0 reported	1
Fidelity Investments (former)	Member	2011-2015	$0 reported	1
GE Capital (former)	Member	2011-2015	$0 reported	1
Goldman Sachs Group Inc Institution (former)	Member	2015	$0 reported	1
HSBC Holdings PLC Institution (former)	Member	2011-2015	$0 reported	1
MetLife Inc Institution (former)	Member	2011-2015	$0 reported	1
Prudential Financial Inc Institution (former)	Member	2015	$0 reported	1
Ubs Ag (former)	Member	2011-2015	$0 reported	1
American Int'l GroupInc (former)	Member	2011-2014	$0 reported	1
Goldman Sachs GroupInc (former)	Member	2011-2014	$0 reported	1
Prudential FinancialInc (former)	Member	2011-2014	$0 reported	1
Credit Suisse (former)	MEMBER	2011-2013	$0 reported	1
Us Bancorp Institution (former)	MEMBER	2011-2012	$0 reported	1

People by year

2024 · 16 people listed · 8 paid, $5.6M · 15 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KEVIN FROMER	PRESIDENT & CEO	40	$2,399,851	$0	$20,023	$2,419,874	1
SEAN CAMPBELL	EXEC VP, DIR OF POLICY & RESEARCH	40	$756,546	$0	$57,449	$813,995	1
TIFFANY HAAS	VP, GOV'T & INDUSTRY RELATIONS	40	$671,613	$0	$41,686	$713,299	1
BARBARA HAGENBAUGH	EXEC VP, HEAD OF COMMUNICATIONS	40	$615,451	$0	$55,726	$671,177	1
CHIP BARTLETT	VP, GOV'T AFFAIRS	40	$411,415	$0	$45,341	$456,756	1
KAITLYN BROOKE	SECRETARY AND TREASURER	40	$182,080	$0	$44,731	$226,811	1
SPENCER KATTERHAGEN	MANAGER, GOV AFFAIRS	40	$130,201	$0	$14,452	$144,653	1
BRIGID RICHELIEU	SR. MANAGER, COMMUNICATIONS	40	$129,289	$0	$471	$129,760	1
BRIAN MOYNIHAN	MEMBER	0	$0	$0	$0	$0	7
CHARLIE SCHARF	MEMBER	0	$0	$0	$0	$0	2
DAVID SOLOMON	MEMBER	0	$0	$0	$0	$0	3
JAMIE DIMON	MEMBER	0	$0	$0	$0	$0	8
JANE FRASER	MEMBER/VICE CHAIR	0	$0	$0	$0	$0	5
ROBIN VINCE	MEMBER	0	$0	$0	$0	$0	4
RONALD O'HANLEY	MEMBER/CHAIRMAN	0	$0	$0	$0	$0	16
TED PICK	MEMBER	0	$0	$0	$0	$0	2

2023 · 15 people listed · 7 paid, $4.7M · 14 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
KEVIN FROMER	President & CEO	40	$1,943,602	$0	$19,755	$1,963,357	1
SEAN CAMPBELL	Chf Economist, Hd Policy&Resch	40	$721,136	$0	$51,938	$773,074	1
TIFFANY HAAS	Head of Government Affairs	40	$597,017	$0	$38,055	$635,072	1
BARBARA HAGENBAUGH	Chief Communications Officer	40	$566,074	$0	$52,583	$618,657	1
CHIP BARTLETT	VP, Gov't Affairs	40	$346,855	$0	$40,311	$387,166	1
KAITLYN EISNER-POOR BROOKE	Secretary and Treasurer	40	$154,076	$0	$35,494	$189,570	1
BRIGID RICHELIEU	Sr. Manager, Communications	40	$155,000	$0	$761	$155,761	1
JAMIE DIMON	Member	0	$0	$0	$0	$0	8
JANE FRASER	Member/Vice Chair	0	$0	$0	$0	$0	5
JAMES GORMAN	Member	0	$0	$0	$0	$0	2
BRIAN MOYNIHAN	Member	0	$0	$0	$0	$0	7
RON O'HANLEY	Member/Chairman	0	$0	$0	$0	$0	5
CHARLIE SCHARF	Member	0	$0	$0	$0	$0	2
DAVID SOLOMON	Member	0	$0	$0	$0	$0	3
ROBIN VINCE	Member	0	$0	$0	$0	$0	4

2022 · 15 people listed · 7 paid, $4.6M · 16 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Kevin Fromer	President & CEO	40	$1,899,865	$0	$18,180	$1,918,045	1
Sean Campbell	Exec VP, Dir of Policy & Resch	40	$721,450	$0	$42,757	$764,207	1
Barbara Hagenbaugh	Exec VP, Head of Communication	40	$566,397	$0	$47,811	$614,208	1
Tiffany Haas	VP, Gov't & Industry Relations	40	$548,881	$0	$36,064	$584,945	1
Brett Quick	VP, Gov't & Industry Relations	40	$300,397	$0	$21,329	$321,726	1
Kaitlyn Eisner-Poor Brooke	Secretary and Treasurer	40	$163,865	$0	$32,285	$196,150	1
Chip Bartlett	VP, Gov't Affairs	40	$144,949	$0	$11,978	$156,927	1
Brian Moynihan	Member	0	$0	$0	$0	$0	7
Robin Vince	Member	0	$0	$0	$0	$0	4
Jane Fraser	Member/Vice Chair	0	$0	$0	$0	$0	5
David Solomon	Member	0	$0	$0	$0	$0	3
Jamie Dimon	Member	0	$0	$0	$0	$0	8
James Gorman	Member	0	$0	$0	$0	$0	2
Ron O'Hanley	Member/Chairman	0	$0	$0	$0	$0	5
Charlie Scharf	Member	0	$0	$0	$0	$0	2

2021 · 14 people listed · 6 paid, $4.1M · 12 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Kevin Fromer	President & CEO	40	$1,497,579	$0	$16,724	$1,514,303	1
Sean Campbell	Exec VP, Dir of Policy & Resch	40	$672,642	$0	$42,956	$715,598	1
Barbara Hagenbaugh	Exec VP, Head of Communication	40	$566,337	$0	$44,204	$610,541	1
Tiffany Haas	VP, Gov't & Industry Relations	40	$522,132	$0	$36,582	$558,714	1
Brett Quick	VP, Gov't & Industry Relations	40	$507,758	$0	$40,153	$547,911	1
Kaitlyn Eisner-Poor Brooke	Secretary and Treasurer	40	$154,871	$0	$25,407	$180,278	1
Brian Moynihan	Member	0	$0	$0	$0	$0	7
Todd Gibbons	Member	0	$0	$0	$0	$0	2
Jane Fraser	Member	0	$0	$0	$0	$0	5
David Solomon	Member/Chairman	0	$0	$0	$0	$0	3
Jamie Dimon	Member	0	$0	$0	$0	$0	8
James Gorman	Member	0	$0	$0	$0	$0	2
Ron O'Hanley	Member/Vice Chairman	0	$0	$0	$0	$0	5
Charlie Scharf	Member	0	$0	$0	$0	$0	2

2020 · 15 people listed · 7 paid, $4.5M · 16 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Kevin Fromer	President & CEO	40	$1,648,050	$0	$18,018	$1,666,068	1
Sean Campbell	Exec VP, Dir of Policy & Resch	40	$656,630	$0	$45,242	$701,872	1
Barbara Hagenbaugh	Exec VP, Head of Communication	40	$566,587	$0	$40,033	$606,620	1
Tiffany Haas	VP, Gov't & Industry Relations	40	$469,898	$0	$38,398	$508,296	1
Brett Quick	VP, Gov't & Industry Relations	40	$463,220	$0	$35,650	$498,870	1
Julia Lawless	Sr Mngr, Policy Communication	40	$329,000	$0	$10,066	$339,066	1
Kaitlyn Eisner-Poor Brooke	Secretary and Treasurer	40	$172,221	$0	$25,884	$198,105	1
Brian Moynihan	Member	0	$0	$0	$0	$0	7
Todd Gibbons	Member	0	$0	$0	$0	$0	2
Michael Corbat	Member/Vice-Chariman	0	$0	$0	$0	$0	3
David Solomon	Member	0	$0	$0	$0	$0	3
Jamie Dimon	Member	0	$0	$0	$0	$0	8
James Gorman	Member/ Chairman	0	$0	$0	$0	$0	2
Ron O'Hanley	Member	0	$0	$0	$0	$0	5
Charlie Scharf	Member	0	$0	$0	$0	$0	2

2019 · 15 people listed · 7 paid, $4.4M · 16 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Kevin Fromer	President & CEO	40	$1,498,082	$0	$21,151	$1,519,233	1
Robert Pribble	Exec VP, Head of Gov't & InD	40	$700,437	$0	$20,440	$720,877	1
Sean Campbell	Exec VP, Dir of Policy & Resh	40	$597,108	$0	$46,447	$643,555	1
Barbara Hagenbaugh	Exec VP, Head of Communication	40	$525,208	$0	$38,263	$563,471	1
Brett Quick	VP, Gov't & Industry Relations	40	$377,637	$0	$46,295	$423,932	1
TIFFANY HAAS	VP, Gov't & Industry Relations	40	$362,685	$0	$35,245	$397,930	1
Kaitlyn Eisner-Poor	Secretary and Treasurer	40	$154,435	$0	$23,207	$177,642	1
Bank of America Institution	Member	0	$0	$0	$0	$0	4368
BNY Mellon Institution	Member	0	$0	$0	$0	$0	1456
Citigroup	Member/ Vice Chairman	0	$0	$0	$0	$0	1
Goldman Sachs	Member	0	$0	$0	$0	$0	1
JP Morgan Chase Institution	Member	0	$0	$0	$0	$0	1826
Morgan Stanley	Member/ Chairman	0	$0	$0	$0	$0	1
State Street	Member	0	$0	$0	$0	$0	1
Wells Fargo Institution	Member	0	$0	$0	$0	$0	3449

2018 · 15 people listed · 7 paid, $3.6M · 13 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Kevin Fromer	President & CEO	40	$1,500,000	$0	$15,448	$1,515,448	1
Robert Pribble	Exec VP, Head of Gov't & InD	40	$700,000	$0	$26,341	$726,341	1
Barbara Hagenbaugh	Exec VP, Head of Communication	40	$422,436	$0	$22,802	$445,238	1
Sean Campbell	Exec VP, Dir of Policy & Resh	40	$402,308	$0	$26,174	$428,482	1
Brett Quick	VP, Gov't & Industry Relations	40	$212,500	$0	$26,481	$238,981	1
Trish Horowitz	Executive Management	40	$166,250	$0	$9,864	$176,114	1
Kaitlyn Eisner-Poor	Secretary and Treasurer	40	$92,083	$0	$9,978	$102,061	1
Bank of America Institution	Member/ Chairman	0	$0	$0	$0	$0	4368
BNY Mellon Institution	Member	0	$0	$0	$0	$0	1456
Citigroup	Member	0	$0	$0	$0	$0	1
Goldman Sachs	Member	0	$0	$0	$0	$0	1
JP Morgan Chase Institution	Member	0	$0	$0	$0	$0	1826
Morgan Stanley Dean Witter	Member/ Vice-Chairman	0	$0	$0	$0	$0	1
State Street	Member	0	$0	$0	$0	$0	1
Wells Fargo Institution	Member	0	$0	$0	$0	$0	3449

2017 · 12 people listed · 5 paid, $1.5M · 7 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
John Dearie	Acting CEO	40	$438,000	$0	$38,808	$476,808	1
Trish Horowitz	Executive Management	40	$303,250	$0	$44,515	$347,765	1
Kevin Fromer	President & CEO	40	$342,692	$0	$0	$342,692	1
Laena Pomeroy	VP of Communications	40	$166,667	$0	$16,137	$182,804	1
Jennifer Scungio	Director, Comm & Digital Media	40	$116,333	$0	$10,482	$126,815	1
Bank of America Institution	Member/ Chairman	0	$0	$0	$0	$0	4368
BNY Mellon Institution	Member	0	$0	$0	$0	$0	1456
Citigroup	Member	0	$0	$0	$0	$0	1
Goldman Sachs	Member	0	$0	$0	$0	$0	1
JP Morgan Chase Institution	Member	0	$0	$0	$0	$0	1826
Morgan Stanley Dean Witter	Member/ Vice-Chairman	0	$0	$0	$0	$0	1
State Street	Member	0	$0	$0	$0	$0	1

2016 · 11 people listed · 4 paid, $1.8M · 7 employees · 18 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
John Dearie	CEO	40	$734,756	$0	$48,249	$783,005	1
Nathaniel Hoopes	VP of Government Affairs	40	$343,887	$0	$27,423	$371,310	1
Laena Fallon Pomeroy	VP of Communications	40	$310,599	$0	$25,655	$336,254	1
Trish Horowitz	Executive Management	40	$287,305	$0	$44,387	$331,692	1
Bank of America Institution	Member/Chairman	0	$0	$0	$0	$0	4368
Bank of New York Institution	Member	0	$0	$0	$0	$0	7
Citigroup	Member	0	$0	$0	$0	$0	1
Goldman Sachs	Member	0	$0	$0	$0	$0	1
JP Morgan Chase Institution	Member	0	$0	$0	$0	$0	1826
Morgan Stanley Dean Witter	Vice-Chairman	0	$0	$0	$0	$0	1
State Street	Member	0	$0	$0	$0	$0	1

2015 · 23 people listed · 5 paid, $2.6M · 8 employees · 18 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Robert S Nichols	former President/CEO	40	$955,084	$0	$21,379	$976,463	1
John Dearie	Acting Chief Executive Officer	40	$522,760	$0	$65,906	$588,666	1
Nathaniel L Hoopes	VP of Government Affairs	40	$441,036	$0	$51,656	$492,692	1
Laena Fallon Pomeroy	VP for Communications	40	$255,910	$0	$40,729	$296,639	1
Trish Horowitz	Executive Management	40	$216,984	$0	$56,945	$273,929	1
American International Group Institution	Member	0	$0	$0	$0	$0	4
Allstate INSURANCE	Member	0	$0	$0	$0	$0	1
Bank of America Corporation Institution	Member/ Chairman	0	$0	$0	$0	$0	4368
Bank of NY Mellon Institution	Member	0	$0	$0	$0	$0	1
Citigroup	Member	0	$0	$0	$0	$0	1
Deutsche Bank AG Institution	Member	0	$0	$0	$0	$0	1
Edward Jones	Member	0	$0	$0	$0	$0	1
Fidelity Investments	Member	0	$0	$0	$0	$0	1
GE Capital	Member	0	$0	$0	$0	$0	1
Goldman Sachs Group Inc Institution	Member	0	$0	$0	$0	$0	1
HSBC Holdings PLC Institution	Member	0	$0	$0	$0	$0	1
JP Morgan Chase Institution	Member	0	$0	$0	$0	$0	1826
MetLife Inc Institution	Member	0	$0	$0	$0	$0	1
Morgan Stanley	Member/ Vice-Chairman	0	$0	$0	$0	$0	1
Prudential Financial Inc Institution	Member	0	$0	$0	$0	$0	1
State Street Corporation Institution	Member	0	$0	$0	$0	$0	4
UBS AG	Member	0	$0	$0	$0	$0	1
Wells Fargo Institution	Member	0	$0	$0	$0	$0	3449

2014 · 23 people listed · 5 paid, $2.8M · 8 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Robert S Nichols	President & CEO	40	$1,195,780	$0	$62,718	$1,258,498	1
John Dearie	Executive VP for Policy	40	$523,280	$0	$60,909	$584,189	1
Nathaniel Hoopes	VP of Government Relations	40	$398,280	$0	$57,933	$456,213	1
Laena Fallon Pomeroy	VP for Communications	40	$245,205	$0	$38,233	$283,438	1
Trisha Horowitz	Executive Management	40	$195,780	$0	$52,931	$248,711	1
American Int'l GroupInc	Member	0	$0	$0	$0	$0	1
Allstate INSURANCE	Member	0	$0	$0	$0	$0	1
Bank of America Corp Institution	Member/Chairman	0	$0	$0	$0	$0	4368
Bank of NY Mellon Institution	Member	0	$0	$0	$0	$0	1
CitiGroup	Member	0	$0	$0	$0	$0	1
Deutsche Bank AG Institution	Member	0	$0	$0	$0	$0	1
Edward Jones	Member	0	$0	$0	$0	$0	1
Fidelity Investments	Member	0	$0	$0	$0	$0	1
GE Capital	Member	0	$0	$0	$0	$0	1
Goldman Sachs GroupInc	Member	0	$0	$0	$0	$0	1
HSBC Holdings PLC Institution	Member	0	$0	$0	$0	$0	1
JP Morgan Chase Institution	Member	0	$0	$0	$0	$0	1826
MetLife Inc Institution	Member	0	$0	$0	$0	$0	1
MORGAN STANLEY	Member/Vice Chairman	0	$0	$0	$0	$0	1
Prudential FinancialInc	Member	0	$0	$0	$0	$0	1
State Street Corporation Institution	Member	0	$0	$0	$0	$0	4
UBS AG	Member	0	$0	$0	$0	$0	1
Wells Fargo Institution	Member	0	$0	$0	$0	$0	3449

2013 · 24 people listed · 5 paid, $2.4M · 8 employees · 21 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT S NICHOLS	PRESIDENT & CEO	40	$1,095,945	$0	$56,433	$1,152,378	1
JOHN DEARIE	SR VP FOR POLICY & RESEARC	40	$521,715	$0	$55,291	$577,006	1
LAENA FALLON	VP OF COMMUNICATIONS	40	$235,293	$0	$15,341	$250,634	1
TRISHA HOROWITZ	EXECUTIVE MANAGEMENT	40	$197,404	$0	$42,738	$240,142	1
NATHANIEL HOOPES	VP OF GOV'T RELATIONS & PUBLIC POLICY	40	$162,100	$0	$6,985	$169,085	1
AMERICAN INT'L GROUPINC	MEMBER	0	$0	$0	$0	$0	1
ALLSTATE INSURANCE	MEMBER	0	$0	$0	$0	$0	1
BANK OF AMERICA CORP Institution	MEMBER/VICE-CHAIRMAN	0	$0	$0	$0	$0	4368
BANK OF NY MELLON Institution	MEMBER	0	$0	$0	$0	$0	1
CITIGROUP	MEMBER	0	$0	$0	$0	$0	1
DEUTSCHE BANK AG Institution	MEMBER	0	$0	$0	$0	$0	1
EDWARD JONES	MEMBER	0	$0	$0	$0	$0	1
FIDELITY INVESTMENTS	MEMBER	0	$0	$0	$0	$0	1
GE CAPITAL	MEMBER	0	$0	$0	$0	$0	1
GOLDMAN SACHS GROUPINC	MEMBER/CHAIRMAN	0	$0	$0	$0	$0	1
HSBC HOLDINGS PLC Institution	MEMBER	0	$0	$0	$0	$0	1
JP MORGAN CHASE Institution	MEMBER	0	$0	$0	$0	$0	1826
METLIFE INC Institution	MEMBER	0	$0	$0	$0	$0	1
MORGAN STANLEY	MEMBER	0	$0	$0	$0	$0	1
PRUDENTIAL FINANCIALINC	MEMBER	0	$0	$0	$0	$0	1
STATE STREET CORPORATION Institution	MEMBER	0	$0	$0	$0	$0	4
UBS AG	MEMBER	0	$0	$0	$0	$0	1
WELLS FARGO Institution	MEMBER	0	$0	$0	$0	$0	3449
CREDIT SUISSE	MEMBER	0	$0	$0	$0	$0	1

2012 · 24 people listed · 4 paid, $2.3M · 9 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT S NICHOLS	PRESIDENT & CEO	40	$994,479	$0	$29,426	$1,023,905	1
JOHN DEARIE	SR VP FOR POLICY & RESEARCH	40	$518,479	$0	$30,204	$548,683	1
COURTNEY GEDULDIG	MANAGING DIR/CHIEF COUNSEL/HEAD FGR	40	$468,227	$0	$29,182	$497,409	1
TRISHA HOROWITZ	EXECUTIVE MANAGEMENT	40	$192,125	$0	$27,660	$219,785	1
AMERICAN INT'L GROUPINC	MEMBER	0	$0	$0	$0	$0	1
ALLSTATE INSURANCE	MEMBER	0	$0	$0	$0	$0	1
BANK OF AMERICA CORP Institution	MEMBER/VICE-CHAIRMAN	0	$0	$0	$0	$0	4368
BANK OF NY MELLON Institution	MEMBER	0	$0	$0	$0	$0	1
CITIGROUP	MEMBER	0	$0	$0	$0	$0	1
CREDIT SUISSE	MEMBER	0	$0	$0	$0	$0	1
DEUTSCHE BANK AG Institution	MEMBER	0	$0	$0	$0	$0	1
EDWARD JONES	MEMBER	0	$0	$0	$0	$0	1
FIDELITY INVESTMENTS	MEMBER	0	$0	$0	$0	$0	1
GE CAPITAL	MEMBER	0	$0	$0	$0	$0	1
GOLDMAN SACHS GROUPINC	MEMBER/CHAIRMAN	0	$0	$0	$0	$0	1
HSBC HOLDINGS PLC Institution	MEMBER	0	$0	$0	$0	$0	1
JP MORGAN CHASE Institution	MEMBER	0	$0	$0	$0	$0	1826
METLIFE INC Institution	MEMBER	0	$0	$0	$0	$0	1
MORGAN STANLEY	MEMBER	0	$0	$0	$0	$0	1
PRUDENTIAL FINANCIALINC	MEMBER	0	$0	$0	$0	$0	1
STATE STREET CORPORATION Institution	MEMBER	0	$0	$0	$0	$0	4
UBS AG	MEMBER	0	$0	$0	$0	$0	1
US BANCORP Institution	MEMBER	0	$0	$0	$0	$0	1
WELLS FARGO Institution	MEMBER	0	$0	$0	$0	$0	3449

2011 · 24 people listed · 4 paid, $2.3M · 8 employees · 3 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT S NICHOLS	PRESIDENT & CEO	40	$994,319	$0	$31,985	$1,026,304	1
JOHN DEARIE	EXECUTIVE VICE PRESIDENT FOR POLICY	40	$523,534	$0	$28,535	$552,069	1
COURTNEY GEDULDIG	MANAGING DIR/CHIEF COUNSEL/HEAD FGR	40	$468,684	$0	$25,842	$494,526	1
TRISHA HOROWITZ	EXECUTIVE MANAGEMENT	40	$189,434	$0	$21,414	$210,848	1
AMERICAN INT'L GROUPINC	MEMBER	0	$0	$0	$0	$0	1
ALLSTATE INSURANCE	MEMBER	0	$0	$0	$0	$0	1
BANK OF AMERICA CORP Institution	MEMBER	0	$0	$0	$0	$0	4368
BANK OF NY MELLON Institution	MEMBER/CHAIRPERSON-1ST PART OF YEAR	0	$0	$0	$0	$0	1
CITIGROUP	MEMBER	0	$0	$0	$0	$0	1
CREDIT SUISSE	MEMBER	0	$0	$0	$0	$0	1
DEUTSCHE BANK AG Institution	MEMBER	0	$0	$0	$0	$0	1
EDWARD JONES	MEMBER	0	$0	$0	$0	$0	1
FIDELITY INVESTMENTS	MEMBER	0	$0	$0	$0	$0	1
GE CAPITAL	MEMBER	0	$0	$0	$0	$0	1
GOLDMAN SACHS GROUPINC	MEMBER/CHAIRPERSON-2ND PART OF YEAR	0	$0	$0	$0	$0	1
HSBC HOLDINGS PLC Institution	MEMBER	0	$0	$0	$0	$0	1
JP MORGAN CHASE COMP Institution	MEMBER	0	$0	$0	$0	$0	1826
METLIFE INC Institution	MEMBER	0	$0	$0	$0	$0	1
MORGAN STANLEY	MEMBER	0	$0	$0	$0	$0	1
PRUDENTIAL FINANCIALINC	MEMBER	0	$0	$0	$0	$0	1
STATE STREET CORPORATION Institution	MEMBER	0	$0	$0	$0	$0	4
UBS AG	MEMBER	0	$0	$0	$0	$0	1
US BANCORP Institution	MEMBER	0	$0	$0	$0	$0	1
WELLS FARGO Institution	MEMBER	0	$0	$0	$0	$0	3449

Highest-paid independent contractors

2024 · 5 contractors · $20.7M

Name	Location	Service	Paid
PENTA GROUP LLC	WASHINGTON, DC	ADVERTISING	$15,623,241
HILLTOP PUBLIC SOLUTIONS LLC	WASHINGTON, DC	CONSULTING	$1,855,261
COMPASS LEXECON	BOWIE, MD	CONSULTING	$1,720,656
DEBEVOISE & PLIMPTON LLP	NEW YORK, NY	CONSULTING	$930,000
FGS GLOBAL (US) LLC DBA FGH HOLDINGS LLC	WASHINGTON, DC	CONSULTING	$533,373

2023 · 5 contractors · $7.6M

Name	Location	Service	Paid
Penta Group LLC	NEW YORK, NY	Advertising	$5,588,500
Debevoise Plimpton	WASHINGTON, DC	Consulting	$690,000
Hilltop Public Solutions LLC	WASHINGTON, DC	Consulting	$680,250
FGS GLOBAL US LLC DBA FGH HOLDING	WASHINGTON, DC	CONSULTING	$478,675
Akin Gump Strauss Hauer Feld LLP	WASHINGTON, DC	Consulting/Lobbying	$180,000

2022 · 5 contractors · $1.1M

Name	Location	Service	Paid
FGS GLOBAL US LLC DBA FGH HOLDING	WASHINGTON, DC	CONSULTING	$336,696
Debevoise Plimpton	WASHINGTON, DC	Consulting	$330,000
Akin Gump Strauss Hauer Feld LLP	WASHINGTON, DC	CONSULTING/LOBBYING	$180,000
Resolution Public Affairs LLC	WASHINGTON, DC	Consulting/LOBBYING	$150,000
HART RESEARCH ASSOCIATES	WASHINGTON, DC	Consulting	$104,000

2021 · 5 contractors · $1.1M

Name	Location	Service	Paid
Debevoise Plimpton	NEW YORK, NY	Consulting	$360,000
The Glover Park Group	WASHINGTON, DC	CONSULTING	$328,847
Akin Gump Strauss Hauer Feld LLP	WASHINGTON, DC	CONSULTING/LOBBYING	$180,000
Resolution Public Affairs LLC	WASHINGTON, DC	Consulting	$150,000
Finsbury Glover Hering US LLC	WASHINGTON, DC	Consulting	$108,129

2020 · 5 contractors · $1.3M

Name	Location	Service	Paid
Debevoise Plimpton	NEW YORK, NY	Consulting	$420,090
The Glover Park Group	WASHINGTON, DC	CONSULTING	$401,850
Akin Gump Strauss Hauer Feld LLP	WASHINGTON, DC	ADVOCACY / LOBBYING	$180,000
Resolution Public Affairs LLC	WASHINGTON, DC	Consulting	$150,000
BDO USA LLP	MCLEAN, VA	Accounting services	$123,100

2019 · 4 contractors · $1.2M

Name	Location	Service	Paid
Hamilton Place Strategies	WASHINGTON, DC	Consulting	$485,673
Debevoise Plimpton	NEW YORK, NY	Consulting	$435,000
BDO USA LLP	MCLEAN, VA	Accounting services	$157,015
Akin Gump Strauss Hauer Feld LLP	WASHINGTON, DC	ADVOCACY / LOBBYING	$127,500

2018 · 3 contractors · $1.0M

Name	Location	Service	Paid
Debevoise Plimpton	New York, NY	Consulting	$526,462
Hamilton Place Strategies	Washington, DC	Consulting	$391,958
BDO USA LLP	Mclean, VA	Accounting services	$103,352

2017 · 1 contractor · $482K

Name	Location	Service	Paid
Hamilton Place Strategies	Washington, DC	CONSULTING	$482,351

2016 · 2 contractors · $612K

Name	Location	Service	Paid
Hamilton Place Strategies	WASHINGTON, DC	CONSULTING	$480,000
Clark Geduldig Cranford Nielsen	WASHINGTON, DC	CONSULTING	$132,000

2015 · 4 contractors · $1.1M

Name	Location	Service	Paid
Hamilton Place Strategies	WASHINGTON, DC	CONSULTING	$482,732
MATTHEW RHOADES	WASHINGTON, DC	CONSULTING	$195,000
Clark Geduldig Cranford Nielsen	WASHINGTON, DC	CONSULTING	$194,000
Elmendorf Ryan	WASHINGTON, DC	consulting	$180,000

2014 · 5 contractors · $1.2M

Name	Location	Service	Paid
Hamilton Place Strategies	WASHINGTON, DC	CONSULTING	$503,000
Clark Geduldig Cranford Nielsen	WASHINGTON, DC	CONSULTING	$220,000
Benenson Strategy Group	NEW YORK, NY	consulting	$180,062
Elmendorf Ryan	WASHINGTON, DC	consulting	$180,000
MATTHEW C RHOADES	WASHINGTON, DC	CONSULTING	$165,000

2013 · 5 contractors · $981K

Name	Service	Paid
BENENSON STRATEGY GROUP	CONSULTING	$273,459
ELMENDORF RYAN	CONSULTING	$180,000
THE BENNETT CONSULTING GROUP LLC	CONSULTING	$180,000
HAMILTON PLACE STRATEGIES	CONSULTING	$180,000
HILL & KNOWLTON STRATEGIES	CONSULTING	$167,400

2012 · 3 contractors · $570K

Name	Location	Service	Paid
HILL & KNOWLTON STRATEGIES	DALLAS, TX	CONSULTING	$210,000
ELMENDORF RYAN	WASHINGTON, DC	CONSULTING	$180,000
THE BENNETT CONSULTING GROUP LLC	FALLS CHURCH, VA	CONSULTING	$180,000

2011 · 4 contractors · $650K

Name	Location	Service	Paid
PUBLIC STRATEGIES INC	DALLAS, TX	CONSULTING	$180,000
ELMENDORF STRATEGIES	WASHINGTON, DC	CONSULTING	$180,000
BRYAN CAVE STRATEGIES	ST LOUIS, MO	CONSULTING	$180,000
THE BENNETT CONSULTING GROUP LLC	FALLS CHURCH, VA	CONSULTING	$110,000

Federal lobbying

Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.

Year	Spent	Earned	Reports
2026	$40,000		1

Issues: Banking

Firms hired: RESOLUTION PUBLIC AFFAIRS, LLC

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2016 · 1 grant to organizations · $160K

Show every grant for 2016 · CSV

2015 · 3 grants to organizations · $790K

Show every grant for 2015 · CSV

2013 · 4 grants to organizations · $1.5M

Listed grants add up to $1,500,000; the return's “grants paid” expense line says $1,521,699. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2013 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$27,400,000	$28,888,019	$8,623,462	$2,670,422	$0	$27,400,000	$2,586,584	15	0
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$16,000,000	$14,877,202	$7,957,921	$4,158,441	$0	$16,000,000	$2,152,928	14	0
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$8,000,000	$7,849,036	$7,099,343	$3,035,643	$0	$8,000,000	$2,114,195	16	0
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$8,000,250	$7,171,690	$7,821,055	$2,884,679	$0	$8,000,000	$1,694,581	12	0
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$8,010,311	$7,422,157	$8,121,022	$2,056,119	$0	$8,000,000	$1,864,173	16	0
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$7,951,279	$8,511,531	$6,858,413	$1,467,965	$0	$8,000,000	$1,696,875	16	0
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$8,000,000	$6,576,225	$5,297,255	$2,028,217	$0	$8,000,000	$1,617,510	13	0
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$3,951,953	$3,218,160	$835,051	$604,442	$0	$3,951,953	$1,150,385	7	0
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,043,796	$3,946,052	$1,454,136	-$122,170	$0	$1,043,327	$783,005	7	18
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$5,607,303	$5,927,102	$4,287,237	$2,780,069	$0	$5,604,720	$976,463	8	18
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$4,772,960	$5,250,920	$8,235,387	$3,099,838	$0	$4,769,655	$1,262,718	8	20
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$6,033,702	$6,255,518	$6,993,628	$3,577,798	$0	$6,030,345	$1,152,378	8	21
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$4,005,715	$4,241,589	$6,307,555	$3,799,614	$0	$4,000,000	$1,023,905	9	20
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$4,007,181	$3,841,535	$6,889,238	$4,035,488	$0	$4,000,000	$1,026,304	8	3

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

BANK POLICY INSTITUTE Washington, DC · 7 people in common (Brian Moynihan, Charlie Scharf, David Solomon)
THE PARTNERSHIP FOR NEW YORK CITY INC New York, NY · 4 people in common (Jamie Dimon, Jane Fraser, Robin Vince)
BUSINESS ROUNDTABLE INC Washington, DC · 3 people in common (Brian Moynihan, Jamie Dimon, Jane Fraser)
INSTITUTE OF INTERNATIONAL FINANCE INC Washington, DC · 2 people in common (Robin Vince, Ronald O'Hanley)
CATALYST INC New York, NY · 2 people in common (Brian Moynihan, Jamie Dimon)
MASSACHUSETTS COMPETITIVE PARTNERSHIP INC Boston, MA · 2 people in common (Brian Moynihan, Ronald O'Hanley)
BOSTON FOUNDATION INC Boston, MA · 1 person in common (Ronald O'Hanley)
ROBIN HOOD FOUNDATION New York, NY · 1 person in common (David Solomon)
COUNCIL ON FOREIGN RELATIONS INC New York, NY · 1 person in common (Jane Fraser)
CONFERENCE BOARD INC New York, NY · 1 person in common (Ronald O'Hanley)
BOYS AND GIRLS CLUBS OF BOSTON INC Boston, MA · 1 person in common (Brian Moynihan)
THE AMERICAN IRELAND FUND Boston, MA · 1 person in common (Ronald O'Hanley)
NYU LANGONE HEALTH SYSTEM New York, NY · 1 person in common (Jamie Dimon)
GREATER BOSTON CHAMBER OF COMMERCE Boston, MA · 1 person in common (Ronald O'Hanley)
CEO NEW YORK JOBS COUNCIL INC New York, NY · 1 person in common (Jamie Dimon)
IYRS SCHOOL OF TECHNOLOGY & TRADES Newport, RI · 1 person in common (Ronald O'Hanley)
MEDAL OF HONOR FOUNDATION INC Mt Pleasant, SC · 1 person in common (Brian Moynihan)
NORMAN B LEVENTHAL MAP & EDUCATION CENTER INC Boston, MA · 1 person in common (Ronald O'Hanley)
Horace A Moses Foundation Boston, MA · 1 person in common (Ronald O'Hanley)
BOSTON FOUNDATION SUPPORT TR Boston, MA · 1 person in common (Ronald O'Hanley)

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

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Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
ASSOCIATION FOR COMPETITIVE TECHNOLOGY	DC	S41	$15,510,425	$10,771,405	President	$745,936	Same NTEE code S41, revenue within 2x, same state
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NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUST INC	DC	S41	$36,412,345	$34,913,014	PRESIDENT & CEO	$2,974,698	Same NTEE code S41, revenue within 2x, same state
ALLIANCE FOR AUTOMOTIVE INNOVATION	DC	S41	$34,289,320	$35,106,965	PRESIDENT/CEO	$1,964,383	Same NTEE code S41, revenue within 2x, same state
GUARANTY ASSOCIATION BENEFITS COMPANY	DC	S41	$54,747,905	$36,556,211	VICE PRESIDENT OPERATIONS	$462,954	Same NTEE code S41, revenue within 2x, same state
GROWTH ENERGY	DC	S41	$27,448,026	$26,781,457	CEO	$1,109,067	Same NTEE code S41, revenue within 2x, same state
NETCHOICE	DC	S41	$22,621,094	$21,488,246	President CEO	$531,627	Same NTEE code S41, revenue within 2x, same state
WASHINGTON DC CONVENTION AND TOURISM CORPORATION	DC	S41	$53,211,107	$61,998,917	PRESIDENT & CEO	$1,008,857	Same NTEE code S41, revenue within 2x, same state
CHIEF EXECUTIVES ORGANIZATION INC	DC	S41	$34,935,557	$33,277,801	PRESIDENT & CEO	$709,724	Same NTEE code S41, revenue within 2x, same state
340B HEALTH	DC	S41	$15,126,016	$14,743,681	President and CEO	$876,512	Same NTEE code S41, revenue within 2x, same state
DESIGN-BUILD INSTITUTE OF AMERICA	DC	S41	$13,954,982	$12,760,264	SECRETARY/EXECUTIVE DIRECTOR	$385,309	Same NTEE code S41, revenue within 2x, same state
GSMA SERVICES LLC	GA	S41	$38,546,532	$33,836,312	DIRECTOR GENERAL(THRU 3/2025)	$3,067,068	Same NTEE code S41, revenue within 2x
INTERNATIONAL ASSOCIATION FOR THE STUDY OF LUNG CANCER	CO	S41	$28,627,995	$26,021,479	CEO	$512,109	Same NTEE code S41, revenue within 2x
DAIRY AND FOOD NUTRITION COUNCIL OF THE SOUTHEAST	ID	S41	$20,181,325	$20,179,616	VP IR&R	$289,038	Same NTEE code S41, revenue within 2x
GLOBAL SEAFOOD ALLIANCE INC	NH	S41	$19,568,872	$19,171,872	Board Chair & Strategic Advisor	$390,559	Same NTEE code S41, revenue within 2x
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ASSOCIATION FOR THE ADVANCEMENT OF MEDICAL INSTRUMENTATION INC	VA	S41	$19,848,842	$16,613,462	CEO	$667,527	Same NTEE code S41, revenue within 2x
MEXICAN HAAS AVOCADO IMPORTERS ASSOCIATION	MD	S41	$45,838,086	$46,326,318	DIRECTOR	$0	Same NTEE code S41, revenue within 2x
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Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC	DAF sponsor	$9,203,400	13	2	2018–2024	DETROIT REGIONAL CHAMBER FOUNDATION INC; VAIL VALLEY FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$8,042,650	40	6	2016–2024	VAIL VALLEY FOUNDATION INC; AMERICAN FRIENDS OF OGEN INC; SOCIETY OF WOMEN ENGINEERS; CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC and 2 more
JEWISH COMMUNAL FUND	DAF sponsor	$4,068,054	19	2	2010–2024	AMERICAN FRIENDS OF OGEN INC; VAIL VALLEY FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$3,877,965	36	7	2014–2024	VAIL VALLEY FOUNDATION INC; CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC; AMERICAN FRIENDS OF OGEN INC; SALESMANSHIP CLUB OF DALLAS and 3 more
THE RALPH C WILSON JR FOUNDATION	Private foundation	$3,615,000	6	1	2021–2024	DETROIT REGIONAL CHAMBER FOUNDATION INC
KRESGE FOUNDATION	Private foundation	$3,380,741	18	1	2016–2024	DETROIT REGIONAL CHAMBER FOUNDATION INC
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN	DAF sponsor	$3,133,210	8	1	2020–2024	DETROIT REGIONAL CHAMBER FOUNDATION INC
THE DALLAS FOUNDATION	DAF sponsor	$3,125,250	12	2	2013–2024	SALESMANSHIP CLUB OF DALLAS; VAIL VALLEY FOUNDATION INC
COLORADO GIVES FOUNDATION	DAF sponsor	$2,438,461	14	1	2011–2024	VAIL VALLEY FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$2,289,200	11	3	2020–2024	AMERICAN FRIENDS OF OGEN INC; VAIL VALLEY FOUNDATION INC; SOCIETY OF WOMEN ENGINEERS
W K KELLOGG FOUNDATION	Private foundation	$2,130,421	16	1	2009–2024	DETROIT REGIONAL CHAMBER FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC	DAF sponsor	$1,541,922	19	7	2019–2024	SOCIETY OF WOMEN ENGINEERS; CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC; THE TOY FOUNDATION INC; VAIL VALLEY FOUNDATION INC and 3 more
RUSSELL BERRIE FOUNDATION	Private foundation	$1,155,000	4	1	2020–2024	AMERICAN FRIENDS OF OGEN INC
NATIONAL PHILANTHROPIC TR	DAF sponsor	$1,023,190	15	5	2014–2024	VAIL VALLEY FOUNDATION INC; AMERICAN FRIENDS OF OGEN INC; CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC; SALESMANSHIP CLUB OF DALLAS and 1 more
MICHAEL & SUSAN DELL FOUNDATION	Private foundation	$1,000,000	1	1	2024–2024	AMERICAN FRIENDS OF OGEN INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $28,888,019 spent · pay $6,313,453 · grants $0 · events $42,119

Line	As described	Total	Program	Management	Fundraising	Share
Advertising and promotion		$19,837,419	-	-	-	68.7%
Other salaries and wages		$3,128,820	-	-	-	10.8%
Pay: officers, directors, trustees, key employees		$2,586,584	-	-	-	9.0%
Information technology		$557,722	-	-	-	1.9%
Fees: legal		$459,283	-	-	-	1.6%
Occupancy		$435,135	-	-	-	1.5%
Fees: lobbying		$405,000	-	-	-	1.4%
Other (as described)	EXCISE TAX	$288,850	-	-	-	1.0%
Other employee benefits		$275,598	-	-	-	1.0%
Payroll taxes		$216,547	-	-	-	0.7%
Fees: accounting		$137,015	-	-	-	0.5%
Depreciation and depletion		$117,766	-	-	-	0.4%
Pension plan contributions		$105,904	-	-	-	0.4%
Other (as described)	DUES & SUBSCRIPTIONS	$98,561	-	-	-	0.3%
Office expenses		$69,340	-	-	-	0.2%
Travel		$64,525	-	-	-	0.2%
Conferences, conventions and meetings		$42,119	-	-	-	0.1%
Fees: other services		$26,110	-	-	-	0.1%
Fees: investment management		$22,339	-	-	-	0.1%
Insurance		$10,507	-	-	-	0.0%
Other (as described)	SALES TAX	$2,875	-	-	-	0.0%
Total		$28,888,019				100%

View the filing

2023 · Form 990 · $14,877,202 spent · pay $5,458,636 · grants $0 · events $177,591

Line	As described	Total	Program	Management	Fundraising	Share
Advertising and promotion		$6,279,783	-	-	-	42.2%
Other salaries and wages		$2,862,481	-	-	-	19.2%
Pay: officers, directors, trustees, key employees		$2,152,928	-	-	-	14.5%
Fees: legal		$745,000	-	-	-	5.0%
Fees: other services		$605,118	-	-	-	4.1%
Occupancy		$428,252	-	-	-	2.9%
Fees: lobbying		$397,903	-	-	-	2.7%
Other (as described)	EXCISE TAX	$198,188	-	-	-	1.3%
Payroll taxes		$183,378	-	-	-	1.2%
Other employee benefits		$182,199	-	-	-	1.2%
Conferences, conventions and meetings		$177,591	-	-	-	1.2%
Depreciation and depletion		$168,569	-	-	-	1.1%
Fees: accounting		$104,394	-	-	-	0.7%
Other (as described)	DUES & SUBSCRIPTIONS	$100,448	-	-	-	0.7%
Pension plan contributions		$77,650	-	-	-	0.5%
Travel		$70,375	-	-	-	0.5%
Office expenses		$68,255	-	-	-	0.5%
Information technology		$61,792	-	-	-	0.4%
Insurance		$9,425	-	-	-	0.1%
Other (as described)	SALES TAX	$3,127	-	-	-	0.0%
Other (as described)	DC PROPERTY & FRANCHISE TAX	$346	-	-	-	0.0%
Total		$14,877,202				100%

View the filing

2022 · Form 990 · $7,849,036 spent · pay $5,249,946 · grants $0 · events $73,993

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,731,483	-	-	-	34.8%
Pay: officers, directors, trustees, key employees		$2,114,195	-	-	-	26.9%
Fees: other services		$668,678	-	-	-	8.5%
Occupancy		$415,594	-	-	-	5.3%
Fees: legal		$385,000	-	-	-	4.9%
Fees: lobbying		$330,000	-	-	-	4.2%
Payroll taxes		$183,977	-	-	-	2.3%
Other (as described)	EXCISE TAX	$177,334	-	-	-	2.3%
Depreciation and depletion		$175,254	-	-	-	2.2%
Other employee benefits		$159,898	-	-	-	2.0%
Fees: accounting		$92,357	-	-	-	1.2%
Other (as described)	DUES & SUBSCRIPTIONS	$86,517	-	-	-	1.1%
Conferences, conventions and meetings		$73,993	-	-	-	0.9%
Travel		$68,494	-	-	-	0.9%
Office expenses		$62,029	-	-	-	0.8%
Pension plan contributions		$60,393	-	-	-	0.8%
Information technology		$36,796	-	-	-	0.5%
Insurance		$14,989	-	-	-	0.2%
Advertising and promotion		$5,163	-	-	-	0.1%
Other (as described)	SALES TAX	$3,453	-	-	-	0.0%
All other expenses		$3,197	-	-	-	0.0%
Other (as described)	DC PROPERTY & FRANCHISE TAX	$242	-	-	-	0.0%
Total		$7,849,036				100%

View the filing

2021 · Form 990 · $7,171,690 spent · pay $4,717,915 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,633,371	-	-	-	36.7%
Pay: officers, directors, trustees, key employees		$1,694,581	-	-	-	23.6%
Fees: other services		$643,758	-	-	-	9.0%
Occupancy		$426,356	-	-	-	5.9%
Fees: legal		$420,397	-	-	-	5.9%
Fees: lobbying		$330,000	-	-	-	4.6%
Depreciation and depletion		$186,973	-	-	-	2.6%
Other employee benefits		$168,336	-	-	-	2.3%
Payroll taxes		$166,653	-	-	-	2.3%
Other (as described)	EXCISE TAX	$133,967	-	-	-	1.9%
Fees: accounting		$85,532	-	-	-	1.2%
Other (as described)	DUES & SUBSCRIPTIONS	$73,136	-	-	-	1.0%
Office expenses		$62,774	-	-	-	0.9%
Pension plan contributions		$54,974	-	-	-	0.8%
Information technology		$36,205	-	-	-	0.5%
Travel		$32,028	-	-	-	0.4%
Insurance		$14,886	-	-	-	0.2%
Other (as described)	SALES TAX	$5,566	-	-	-	0.1%
Other (as described)	DC PROPERTY & FRANCHISE TAX	$1,717	-	-	-	0.0%
Advertising and promotion		$480	-	-	-	0.0%
Total		$7,171,690				100%

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2020 · Form 990 · $7,422,157 spent · pay $5,020,129 · grants $0 · events $3,560

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,737,711	-	-	-	36.9%
Pay: officers, directors, trustees, key employees		$1,864,173	-	-	-	25.1%
Fees: other services		$523,158	-	-	-	7.0%
Fees: legal		$518,295	-	-	-	7.0%
Occupancy		$436,563	-	-	-	5.9%
Fees: lobbying		$315,000	-	-	-	4.2%
Depreciation and depletion		$197,301	-	-	-	2.7%
Payroll taxes		$181,428	-	-	-	2.4%
Other employee benefits		$171,359	-	-	-	2.3%
Fees: accounting		$132,476	-	-	-	1.8%
Other (as described)	EXCISE TAX	$99,344	-	-	-	1.3%
Pension plan contributions		$65,458	-	-	-	0.9%
Office expenses		$57,937	-	-	-	0.8%
Other (as described)	DUES & SUBSCRIPTIONS	$43,164	-	-	-	0.6%
Information technology		$33,796	-	-	-	0.5%
Insurance		$17,577	-	-	-	0.2%
Travel		$17,526	-	-	-	0.2%
Conferences, conventions and meetings		$3,560	-	-	-	0.0%
Other (as described)	DC PROPERTY AND FRANCISE TAX	$3,469	-	-	-	0.0%
Other (as described)	SALES TAX	$2,862	-	-	-	0.0%
Total		$7,422,157				100%

View the filing

2019 · Form 990 · $8,511,531 spent · pay $5,725,735 · grants $0 · events $51,432

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$3,594,237	-	-	-	42.2%
Pay: officers, directors, trustees, key employees		$1,696,875	-	-	-	19.9%
Fees: other services		$579,980	-	-	-	6.8%
Fees: legal		$491,681	-	-	-	5.8%
Occupancy		$443,762	-	-	-	5.2%
Fees: lobbying		$279,997	-	-	-	3.3%
Payroll taxes		$193,996	-	-	-	2.3%
Other employee benefits		$177,092	-	-	-	2.1%
Fees: accounting		$160,604	-	-	-	1.9%
Depreciation and depletion		$159,528	-	-	-	1.9%
Travel		$140,137	-	-	-	1.6%
Other (as described)	EXCISE TAX	$105,000	-	-	-	1.2%
Other (as described)	DUES & SUBSCRIPTIONS	$91,738	-	-	-	1.1%
Information technology		$87,279	-	-	-	1.0%
Advertising and promotion		$77,773	-	-	-	0.9%
Office expenses		$77,123	-	-	-	0.9%
Pension plan contributions		$63,535	-	-	-	0.7%
Conferences, conventions and meetings		$51,432	-	-	-	0.6%
Insurance		$19,060	-	-	-	0.2%
Other (as described)	DC PROPERTY AND FRANCISE TAX	$8,491	-	-	-	0.1%
Other (as described)	UNRELATED BUS. INC TAX-990T	$7,961	-	-	-	0.1%
All other expenses		$4,250	-	-	-	0.0%
Total		$8,511,531				100%

View the filing

2018 · Form 990 · $6,576,225 spent · pay $4,383,202 · grants $0 · events $95,465

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,460,677	-	-	-	37.4%
Pay: officers, directors, trustees, key employees		$1,617,510	-	-	-	24.6%
Fees: legal		$585,854	-	-	-	8.9%
Fees: other services		$385,647	-	-	-	5.9%
Occupancy		$354,331	-	-	-	5.4%
Payroll taxes		$151,038	-	-	-	2.3%
Office expenses		$146,447	-	-	-	2.2%
Other employee benefits		$124,821	-	-	-	1.9%
Travel		$115,665	-	-	-	1.8%
Fees: accounting		$111,325	-	-	-	1.7%
Other (as described)	EXCISE TAX	$105,000	-	-	-	1.6%
Conferences, conventions and meetings		$95,465	-	-	-	1.5%
Other (as described)	DUES & SUBSCRIPTIONS	$91,434	-	-	-	1.4%
Information technology		$81,520	-	-	-	1.2%
Advertising and promotion		$73,598	-	-	-	1.1%
Depreciation and depletion		$31,557	-	-	-	0.5%
Pension plan contributions		$29,156	-	-	-	0.4%
Insurance		$8,915	-	-	-	0.1%
Other (as described)	UNRELATED BUSINESS INC TAX	$3,161	-	-	-	0.0%
Other (as described)	MISC OTHER EXP	$3,104	-	-	-	0.0%
Total		$6,576,225				100%

View the filing

2017 · Form 990 · $3,218,160 spent · pay $1,783,298 · grants $0 · events $86,249

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$1,150,385	$0	$0	$0	35.7%
Fees: other services		$501,557	$0	$0	$0	15.6%
Other salaries and wages		$369,519	$0	$0	$0	11.5%
Occupancy		$332,684	$0	$0	$0	10.3%
Office expenses		$204,880	$0	$0	$0	6.4%
Other employee benefits		$158,077	$0	$0	-	4.9%
Information technology		$103,454	$0	$0	$0	3.2%
Conferences, conventions and meetings		$86,249	$0	$0	$0	2.7%
Payroll taxes		$69,242	$0	$0	$0	2.2%
Travel		$59,006	$0	$0	$0	1.8%
Other (as described)	Dues & subscriptions	$58,774	$0	$0	$0	1.8%
Pension plan contributions		$36,075	$0	$0	$0	1.1%
Fees: lobbying		$27,000	$0	$0	$0	0.8%
Fees: accounting		$23,194	$0	$0	$0	0.7%
Depreciation and depletion		$20,083	$0	$0	$0	0.6%
Fees: legal		$14,374	$0	$0	$0	0.4%
Insurance		$3,607	$0	$0	$0	0.1%
Total		$3,218,160				100%

View the filing

2016 · Form 990 · $3,946,052 spent · pay $2,251,822 · grants $160,000 · events $72,699

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,132,350	-	-	-	28.7%
Pay: officers, directors, trustees, key employees		$783,005	-	-	-	19.8%
Fees: other services		$555,018	-	-	-	14.1%
Occupancy		$236,815	-	-	-	6.0%
Fees: lobbying		$232,000	-	-	-	5.9%
Office expenses		$213,103	-	-	-	5.4%
Grants to US organizations and governments		$160,000	-	-	-	4.1%
Other employee benefits		$154,232	-	-	-	3.9%
Pension plan contributions		$124,702	-	-	-	3.2%
Conferences, conventions and meetings		$72,699	-	-	-	1.8%
Payroll taxes		$57,533	-	-	-	1.5%
Information technology		$46,381	-	-	-	1.2%
Travel		$44,017	-	-	-	1.1%
Fees: legal		$36,440	-	-	-	0.9%
Fees: accounting		$34,309	-	-	-	0.9%
Other (as described)	DUES AND SUBSCRIPTIONS	$32,340	-	-	-	0.8%
Depreciation and depletion		$22,038	-	-	-	0.6%
Insurance		$9,070	-	-	-	0.2%
Total		$3,946,052				100%

View the filing

2015 · Form 990 · $5,927,102 spent · pay $3,082,000 · grants $790,000 · events $120,337

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,847,667	-	-	-	31.2%
Pay: officers, directors, trustees, key employees		$976,463	-	-	-	16.5%
Grants to US organizations and governments		$790,000	-	-	-	13.3%
Fees: other services		$729,939	-	-	-	12.3%
Fees: lobbying		$434,000	-	-	-	7.3%
Occupancy		$314,912	-	-	-	5.3%
Office expenses		$196,083	-	-	-	3.3%
Conferences, conventions and meetings		$120,337	-	-	-	2.0%
Pension plan contributions		$114,774	-	-	-	1.9%
Payroll taxes		$92,789	-	-	-	1.6%
Other (as described)	DUES AND SUBSCRIPTIONS	$79,638	-	-	-	1.3%
Other employee benefits		$50,307	-	-	-	0.8%
Travel		$45,706	-	-	-	0.8%
Fees: legal		$45,224	-	-	-	0.8%
Information technology		$36,338	-	-	-	0.6%
Fees: accounting		$27,056	-	-	-	0.5%
Depreciation and depletion		$17,562	-	-	-	0.3%
Insurance		$8,307	-	-	-	0.1%
Total		$5,927,102				100%

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2014 · Form 990 · $5,250,920 spent · pay $3,086,256 · grants $5,700 · events $58,677

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,530,270	-	-	-	29.1%
Pay: officers, directors, trustees, key employees		$1,262,718	-	-	-	24.0%
Fees: other services		$913,062	-	-	-	17.4%
Fees: lobbying		$440,000	-	-	-	8.4%
Occupancy		$298,372	-	-	-	5.7%
Office expenses		$169,317	-	-	-	3.2%
Other employee benefits		$114,555	-	-	-	2.2%
Pension plan contributions		$92,007	-	-	-	1.8%
Payroll taxes		$86,706	-	-	-	1.7%
Travel		$76,405	-	-	-	1.5%
Other (as described)	dues and subscriptions	$63,469	-	-	-	1.2%
Conferences, conventions and meetings		$58,677	-	-	-	1.1%
Information technology		$49,272	-	-	-	0.9%
Fees: legal		$30,000	-	-	-	0.6%
Fees: accounting		$27,719	-	-	-	0.5%
Depreciation and depletion		$20,072	-	-	-	0.4%
Insurance		$12,599	-	-	-	0.2%
Grants to US organizations and governments		$5,700	-	-	-	0.1%
Total		$5,250,920				100%

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2013 · Form 990 · $6,255,518 spent · pay $2,747,093 · grants $1,521,699 · events $86,178

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,521,699	-	-	-	24.3%
Other salaries and wages		$1,340,931	-	-	-	21.4%
Pay: officers, directors, trustees, key employees		$1,152,378	-	-	-	18.4%
Fees: other services		$739,745	-	-	-	11.8%
Fees: lobbying		$420,000	-	-	-	6.7%
Occupancy		$299,645	-	-	-	4.8%
Office expenses		$135,432	-	-	-	2.2%
Pension plan contributions		$90,216	-	-	-	1.4%
Conferences, conventions and meetings		$86,178	-	-	-	1.4%
Other employee benefits		$85,626	-	-	-	1.4%
Travel		$85,262	-	-	-	1.4%
Payroll taxes		$77,942	-	-	-	1.2%
Other (as described)	DUES AND SUBSCRIPTIONS	$73,159	-	-	-	1.2%
Information technology		$60,097	-	-	-	1.0%
Fees: accounting		$31,140	-	-	-	0.5%
Fees: legal		$28,016	-	-	-	0.4%
Depreciation and depletion		$20,312	-	-	-	0.3%
Insurance		$7,740	-	-	-	0.1%
Total		$6,255,518				100%

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2012 · Form 990 · $4,241,589 spent · pay $2,685,442 · grants $0 · events $70,392

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,403,805	-	-	-	33.1%
Pay: officers, directors, trustees, key employees		$1,023,905	-	-	-	24.1%
Fees: lobbying		$630,000	-	-	-	14.9%
Occupancy		$334,323	-	-	-	7.9%
Travel		$151,032	-	-	-	3.6%
Other (as described)	DUES AND SUBSCRIPTIONS	$115,781	-	-	-	2.7%
Office expenses		$104,016	-	-	-	2.5%
Other employee benefits		$97,127	-	-	-	2.3%
Pension plan contributions		$85,531	-	-	-	2.0%
Payroll taxes		$75,074	-	-	-	1.8%
Conferences, conventions and meetings		$70,392	-	-	-	1.7%
Information technology		$45,067	-	-	-	1.1%
Fees: other services		$31,098	-	-	-	0.7%
Fees: accounting		$26,123	-	-	-	0.6%
Depreciation and depletion		$20,896	-	-	-	0.5%
Advertising and promotion		$20,000	-	-	-	0.5%
Insurance		$7,419	-	-	-	0.2%
Total		$4,241,589				100%

View the filing

2011 · Form 990 · $3,841,535 spent · pay $2,389,668 · grants $0 · events $214,758

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,088,649	-	-	-	28.3%
Pay: officers, directors, trustees, key employees		$1,026,304	-	-	-	26.7%
Fees: lobbying		$520,000	-	-	-	13.5%
Fees: other services		$222,195	-	-	-	5.8%
Conferences, conventions and meetings		$214,758	-	-	-	5.6%
Occupancy		$161,646	-	-	-	4.2%
Pension plan contributions		$126,824	-	-	-	3.3%
Office expenses		$108,710	-	-	-	2.8%
Travel		$89,557	-	-	-	2.3%
Other employee benefits		$77,340	-	-	-	2.0%
Payroll taxes		$70,551	-	-	-	1.8%
Other (as described)	DUES AND SUBSCRIPTIONS	$43,345	-	-	-	1.1%
Information technology		$36,904	-	-	-	1.0%
Fees: accounting		$26,753	-	-	-	0.7%
Depreciation and depletion		$20,616	-	-	-	0.5%
Insurance		$7,383	-	-	-	0.2%
Total		$3,841,535				100%

View the filing