2025-09-11T09:08:05+00:00 2024-12-31 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-01-01 522241644 FINANCIAL SERVICES FORUM FINA 2024575765 601 13TH STREET NW 750S WASHINGTON DC 20005 KEVIN FROMER CEO 2024575765 2025-09-11 true TODD TERESCO P00247720 7038930600 2025-09-11 2024 2025-03-06 01:10:19Z KEVIN FROMER 601 13TH STREET NW 750S WASHINGTON DC 20005 27400000 false X WWW.FSFORUM.COM X 2000 DC PROMOTING OPEN AND COMPETITIVE FINANCIAL MARKETS. 8 8 15 0 0 0 0 16000000 27400000 0 0 0 0 16000000 27400000 0 0 0 5458636 6313453 0 0 0 9418566 22574566 14877202 28888019 1122798 -1488019 7957921 8623462 3799480 5953040 4158441 2670422 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. 0 false false false false true false false false false false true false false true 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 false false false false false false true 0 0 15 true false false false false false false true false X 8 8 false false false false true true false true true false false false false true false true true true true true false false DC X KEVIN FROMER 2024575765 601 13TH STREET NW STE 750S WASHINGTON DC 20005 X BRIAN MOYNIHAN MEMBER 0.0 X 0 0 0 CHARLIE SCHARF MEMBER 0.0 X 0 0 0 DAVID SOLOMON MEMBER 0.0 X 0 0 0 JAMIE DIMON MEMBER 0.0 X 0 0 0 JANE FRASER MEMBER/VICE CHAIR 0.0 X 0 0 0 ROBIN VINCE MEMBER 0.0 X 0 0 0 RONALD O'HANLEY MEMBER/CHAIRMAN 0.0 X 0 0 0 TED PICK MEMBER 0.0 X 0 0 0 KAITLYN BROOKE SECRETARY AND TREASURER 40.0 X 182080 0 44731 KEVIN FROMER PRESIDENT & CEO 40.0 X 2399851 0 20023 BARBARA HAGENBAUGH EXEC VP, HEAD OF COMMUNICATIONS 40.0 X 615451 0 55726 SEAN CAMPBELL EXEC VP, DIR OF POLICY & RESEARCH 40.0 X 756546 0 57449 BRIGID RICHELIEU SR. MANAGER, COMMUNICATIONS 40.0 X 129289 0 471 CHIP BARTLETT VP, GOV'T AFFAIRS 40.0 X 411415 0 45341 SPENCER KATTERHAGEN MANAGER, GOV AFFAIRS 40.0 X 130201 0 14452 TIFFANY HAAS VP, GOV'T & INDUSTRY RELATIONS 40.0 X 671613 0 41686 5296446 0 279879 9 false true false PENTA GROUP LLC 805 15TH ST NW SUITE 200 WASHINGTON DC 20005 ADVERTISING 15623241 HILLTOP PUBLIC SOLUTIONS LLC 3000 K STREET NW SUITE 320 WASHINGTON DC 20007 CONSULTING 1855261 COMPASS LEXECON 16701 MELFORD BLVD SUITE 200 BOWIE MD 20715 CONSULTING 1720656 DEBEVOISE & PLIMPTON LLP 66 HUDSDON BLVD NEW YORK NY 10001 CONSULTING 930000 FGS GLOBAL (US) LLC DBA FGH HOLDINGS LLC 1025 F STREET NW 9TH FLOOR WASHINGTON DC 20004 CONSULTING 533373 8 0 SPECIAL ASSESSMENT 900099 19400000 19400000 0 0 MEMBERSHIP DUES 900099 8000000 8000000 0 0 0 0 0 0 27400000 0 0 0 0 0 0 0 0 0 0 27400000 27400000 0 0 2586584 3128820 105904 275598 216547 459283 137015 405000 22339 26110 19837419 69340 557722 435135 64525 42119 117766 10507 EXCISE TAX 288850 DUES & SUBSCRIPTIONS 98561 SALES TAX 2875 0 28888019 6433580 7337655 14 0 0 0 0 0 79076 127299 1387895 1012829 486888 375066 0 0 958363 783442 7957921 8623462 75042 65472 2000000 4350000 0 0 1724438 1537568 3799480 5953040 X 0 0 0 0 4158441 2670422 4158441 2670422 7957921 8623462 -1488019 0 X false false false false false false 8000000 2740000 -1625000 1115000 2000000 -885000 932476 562644 369832 381079 375845 5234 74340 74340 0 375066 OPERATING LEASE ROU ASSET 783442 783442 Federal Income Taxes OPERATING LEASE LIABILITY 1250004 ACCRUED EXCISE TAX 287564 1537568 X true true X false false false KEVIN FROMER PRESIDENT & CEO 1749851 0 650000 0 0 0 15250 0 4773 0 2419874 0 0 0 KAITLYN BROOKE SECRETARY AND TREASURER 182080 0 0 0 0 0 9329 0 35402 0 226811 0 0 0 SEAN CAMPBELL EXEC VP, DIR OF POLICY & RESEARCH 756546 0 0 0 0 0 15000 0 42449 0 813995 0 0 0 BARBARA HAGENBAUGH EXEC VP, HEAD OF COMMUNICATIONS 615451 0 0 0 0 0 12408 0 43318 0 671177 0 0 0 TIFFANY HAAS VP, GOV'T & INDUSTRY RELATIONS 671613 0 0 0 0 0 9480 0 32206 0 713299 0 0 0 CHIP BARTLETT VP, GOV'T AFFAIRS 411415 0 0 0 0 0 11348 0 33993 0 456756 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees 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. 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.