FINANCIAL SERVICES FORUM: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: FINANCIAL SERVICES FORUM (EIN 52-2241644)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-09-11
IRS object ID: 202512549349300716
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-09-11T09:08:05+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8401 GREENSBORO DR STE 800	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	221023599	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522241644	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FINANCIAL SERVICES FORUM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FINA	BusinessNameControlTxt
Phone	2024575765	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 13TH STREET NW 750S	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KEVIN FROMER	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	2024575765	PhoneNum
Signature	2025-09-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TODD TERESCO	PreparerPersonNm
PTIN	P00247720	PTIN
Phone	7038930600	PhoneNum
Preparation	2025-09-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEVIN FROMER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 13TH STREET NW 750S	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$27,400,000	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.FSFORUM.COM	WebsiteAddressTxt
Type Of Organization Assoc	Yes (X)	TypeOfOrganizationAssocInd
Formation	2000	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	15	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$16,000,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$27,400,000	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$16,000,000	PYTotalRevenueAmt
CY Total Revenue	$27,400,000	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,458,636	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,313,453	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$9,418,566	PYOtherExpensesAmt
CY Other Expenses	$22,574,566	CYOtherExpensesAmt
PY Total Expenses	$14,877,202	PYTotalExpensesAmt
CY Total Expenses	$28,888,019	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,122,798	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,488,019	CYRevenuesLessExpensesAmt
Total Assets BOY	$7,957,921	TotalAssetsBOYAmt
Total Assets EOY	$8,623,462	TotalAssetsEOYAmt
Total Liabilities BOY	$3,799,480	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$5,953,040	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,158,441	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,670,422	NetAssetsOrFundBalancesEOYAmt
Mission	PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	EDUCATE THE PUBLIC AND GLOBAL OPINION LEADERS ABOUT THE IMPORTANCE OF ROBUST CAPITAL MARKETS AND INDUSTRY'S CONTRIBUTION TO IMPROVE LIVES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	INFLUENCE THE NATIONAL AND INTERNATIONAL REGULATORY DIALOGUE AND ENCOURAGE A COMPETITIVE GLOBAL MARKETPLACE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	PROMOTE TRADE AND THE FREE FLOW OF CAPITAL IN ORDER TO ENHANCE GLOBAL PROSPERITY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$0	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	Yes (true)	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	15	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	false	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEVIN FROMER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2024575765	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 13TH STREET NW STE 750S	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN MOYNIHAN
MEMBER	0.0	Yes (X)	$0	$0	$0
CHARLIE SCHARF
MEMBER	0.0	Yes (X)	$0	$0	$0
DAVID SOLOMON
MEMBER	0.0	Yes (X)	$0	$0	$0
JAMIE DIMON
MEMBER	0.0	Yes (X)	$0	$0	$0
JANE FRASER
MEMBER/VICE CHAIR	0.0	Yes (X)	$0	$0	$0
ROBIN VINCE
MEMBER	0.0	Yes (X)	$0	$0	$0
RONALD O'HANLEY
MEMBER/CHAIRMAN	0.0	Yes (X)	$0	$0	$0
TED PICK
MEMBER	0.0	Yes (X)	$0	$0	$0
KAITLYN BROOKE
SECRETARY AND TREASURER	40.0		$182,080	$0	$44,731	Yes (X)
KEVIN FROMER
PRESIDENT & CEO	40.0		$2,399,851	$0	$20,023	Yes (X)
BARBARA HAGENBAUGH
EXEC VP, HEAD OF COMMUNICATIONS	40.0		$615,451	$0	$55,726		Yes (X)
SEAN CAMPBELL
EXEC VP, DIR OF POLICY & RESEARCH	40.0		$756,546	$0	$57,449		Yes (X)
BRIGID RICHELIEU
SR. MANAGER, COMMUNICATIONS	40.0		$129,289	$0	$471			Yes (X)
CHIP BARTLETT
VP, GOV'T AFFAIRS	40.0		$411,415	$0	$45,341			Yes (X)
SPENCER KATTERHAGEN
MANAGER, GOV AFFAIRS	40.0		$130,201	$0	$14,452			Yes (X)
TIFFANY HAAS
VP, GOV'T & INDUSTRY RELATIONS	40.0		$671,613	$0	$41,686			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,296,446	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$279,879	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	9	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PENTA GROUP LLC
805 15TH ST NW SUITE 200	WASHINGTON	DC	20005	ADVERTISING	$15,623,241
HILLTOP PUBLIC SOLUTIONS LLC
3000 K STREET NW SUITE 320	WASHINGTON	DC	20007	CONSULTING	$1,855,261
COMPASS LEXECON
16701 MELFORD BLVD SUITE 200	BOWIE	MD	20715	CONSULTING	$1,720,656
DEBEVOISE & PLIMPTON LLP
66 HUDSDON BLVD	NEW YORK	NY	10001	CONSULTING	$930,000
FGS GLOBAL (US) LLC DBA FGH HOLDINGS LLC
1025 F STREET NW 9TH FLOOR	WASHINGTON	DC	20004	CONSULTING	$533,373

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
SPECIAL ASSESSMENT	900099	$19,400,000	$19,400,000	$0	$0
MEMBERSHIP DUES	900099	$8,000,000	$8,000,000	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$27,400,000	TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,400,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,400,000	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,586,584	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,128,820	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$105,904	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$275,598	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$216,547	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$459,283	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$137,015	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$405,000	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$22,339	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$26,110	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$19,837,419	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$69,340	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$557,722	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$435,135	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$64,525	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$42,119	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$117,766	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,507	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt
EXCISE TAX	$288,850
DUES & SUBSCRIPTIONS	$98,561
SALES TAX	$2,875

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,888,019	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,433,580	BOYAmt
EOY	$7,337,655	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$79,076	BOYAmt
EOY	$127,299	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,387,895	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,012,829	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$486,888	BOYAmt
EOY	$375,066	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$958,363	BOYAmt
EOY	$783,442	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,957,921	BOYAmt
EOY	$8,623,462	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$75,042	BOYAmt
EOY	$65,472	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,000,000	BOYAmt
EOY	$4,350,000	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,724,438	BOYAmt
EOY	$1,537,568	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,799,480	BOYAmt
EOY	$5,953,040	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$4,158,441	BOYAmt
EOY	$2,670,422	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,158,441	BOYAmt
EOY	$2,670,422	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,957,921	BOYAmt
EOY	$8,623,462	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,488,019	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	false	SubstantiallyAllDuesNondedInd
Only In House Lobbying	false	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	false	AgreeCarryoverPriorYearInd
Dues Assessments	$8,000,000	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$2,740,000	NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov	-$1,625,000	NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot	$1,115,000	NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc	$2,000,000	AggregateReportedDuesNtcAmt
Taxable	-$885,000	TaxableAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$932,476	OtherCostOrOtherBasisAmt
Depreciation	$562,644	DepreciationAmt
Book Value	$369,832	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$381,079	OtherCostOrOtherBasisAmt
Depreciation	$375,845	DepreciationAmt
Book Value	$5,234	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$74,340	OtherCostOrOtherBasisAmt
Depreciation	$74,340	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$375,066	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE ROU ASSET	Desc
Book Value	$783,442	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$783,442	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Federal Income Taxes
OPERATING LEASE LIABILITY	$1,250,004
ACCRUED EXCISE TAX	$287,564

Field	Value	IRS element (for citing)
Total Liability	$1,537,568	TotalLiabilityAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEVIN FROMER
PRESIDENT & CEO	$1,749,851	$0	$650,000	$0	$0	$0	$15,250	$0	$4,773	$0	$2,419,874	$0	$0	$0
KAITLYN BROOKE
SECRETARY AND TREASURER	$182,080	$0	$0	$0	$0	$0	$9,329	$0	$35,402	$0	$226,811	$0	$0	$0
SEAN CAMPBELL
EXEC VP, DIR OF POLICY & RESEARCH	$756,546	$0	$0	$0	$0	$0	$15,000	$0	$42,449	$0	$813,995	$0	$0	$0
BARBARA HAGENBAUGH
EXEC VP, HEAD OF COMMUNICATIONS	$615,451	$0	$0	$0	$0	$0	$12,408	$0	$43,318	$0	$671,177	$0	$0	$0
TIFFANY HAAS
VP, GOV'T & INDUSTRY RELATIONS	$671,613	$0	$0	$0	$0	$0	$9,480	$0	$32,206	$0	$713,299	$0	$0	$0
CHIP BARTLETT
VP, GOV'T AFFAIRS	$411,415	$0	$0	$0	$0	$0	$11,348	$0	$33,993	$0	$456,756	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a Health or social club dues or initiation fees	FormAndLineReferenceDesc
Explanation	MEMBERSHIP FEES AND DUES FOR KEVIN FROMER OF $4,042 FOR A SOCIAL CLUB ARE SUBSTANTIATED AS 100% BUSINESS PURPOSE AND ARE NOT TREATED AS TAXABLE COMPENSATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 6 Classes of members or stockholders	MEMBERS ARE CEO OF LARGE FINANCIAL INSTITUTIONS DOING BUSINESS IN THE UNITED STATES.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	EACH FOUNDING MEMBER OF THE FORUM APPOINTS A REPRESENTATIVE TO SERVE ON THE BOARD OF DIRECTORS, WHICH IS THE GOVERNING BODY OF THE FORUM.
Form 990, Part VI, Line 11b Review of form 990 by governing body	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, EXECUTIVE MANAGEMENT AND BY OUTSIDE LEGAL COUNSEL.
Form 990, Part VI, Line 12c Conflict of interest policy	ALL EMPLOYEES ARE REQUIRED TO SIGN UPON EMPLOYMENT.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	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, Line 19 Required documents available to the public	THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC.	MR. RON O'HANLEY, STATE STREET CORPORATION, STATE STREET FINANCIAL CENTER, ONE LINCOLN STREET, 11TH FLOOR, BOSTON MA 02111.