Cause IQ organization profile

Financial Services Roundtable (FSR)

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

FSR is a trade / professional association based in Washington, DC that was founded in 1994. As of 2018 they had $22 million in revenue and $16 million in assets.

The mission of the Financial Services Roundtable: To protect and promote the economic vitality and integrity of its members and the United States financial system.

Previous legal names or variations of their name include: Bank Policy Institute.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at FSR

Identifies impacts of pending legislation and regulation affecting the financial services industry and develops and advocates solutions to major policy concerns.

BITS addresses issues at the intersection of financial services, technology and public policy, where industry cooperation serves the public good, such as critical infrastructure protection, fraud prevention, and the safety of financial services.

The Housing Policy Council Fund was established for the purpose to determine and influence the most critical public policy issues that shape a vibrant competitive mortgage and housing marketplace.

Form 990s for FSR

Fiscal year endingDate received by IRSFormPDF link
2018-12Feb 19, 2020990OView PDF
2017-12Mar 4, 2019990OView PDF
2016-12Dec 5, 2017990OView PDF
2015-12Jan 24, 2017990OView PDF
2014-12Jan 14, 2016990OView PDF
...and five more Form 990 PDFs

Financials for FSR

Total grants, contributions, etc.$200,000
Program services$21,908,143
Investment income and dividends$72,040
Tax-exempt bond proceeds$0
Royalty revenue$18,833
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$646,318
Total revenues$22,845,334

Vendors for FSR

VendorServicesAmount paidDate
Microsoft ServicesSoftware2019-09-06
█████████Content management system software2019-09-05
████████Actuarial services2018-04-30
██████ ███ ███████ ████Tax accounting2017-10-31
███████ █████ ██████Consulting$532,1962016-12-01
█████ ████ █████ ███Consulting$142,3232016-12-01
██████ ████ ███ ████████Consulting$254,9522016-12-01
█████████ ███Consulting$334,3892016-12-01
...and one more vendors

Personnel at FSR

NameTitleCompensationMost recent data
Greg BaerPresident and Chief Executive Officer-May 20, 2020
Ken TroshinskyChief Operating Officer-May 20, 2020
██████ ████████Senior Vice President, Chief Financial Officer-June 12, 2019
████ ██████Executive Vice President and Chief Economist-May 20, 2020
████ ███████Vice President of Communications-May 20, 2020
███████ ███████Senior Vice President, Technology and Risk Strategy-May 20, 2020
██████ █████████Senior Vice President for Technology and Cybersecurity-May 20, 2020
██████ █████████Vice President of Membership-May 20, 2020
████ █████Senior Vice President, Counsel for Regulation and Developing Technologies for Bits-May 20, 2020
████████ ███████Senior Vice President, Public Affairs Strategy-May 20, 2020
...and 25 more key personnel

Peer trade / professional associations and chambers of commerce

1Institute of International Finance (IIF)501(c)(6)$34 millionWashington, DC
2National Gay & Lesbian Chamber of Commerce -- NGLCC (NGLCC)501(c)(6)$5.8 millionWashington, DC
3Independent Petroleum Association of America (IPAA)501(c)(6)$9.7 millionWashington, DC
4Cruise Lines International Association (CLIA)501(c)(6)$24 millionWashington, DC
5American Gaming Association (AGA)501(c)(6)$18 millionWashington, DC
6Outdoor Advertising Association of America (OAAA)501(c)(6)$6.1 millionWashington, DC
7American Wind Energy Association (AWEA)501(c)(6)$22 millionWashington, DC
8American Public Transit Association (APTA)501(c)(6)$22 millionWashington, DC
9American Road and Transportation Builders Association (ARTBA)501(c)(6)$8.6 millionWashington, DC
10Farm Credit Council501(c)(6)$10 millionWashington, DC
11Renewable Fuels Association (RFA)501(c)(6)$8.4 millionWashington, DC
12Managed Funds Association (MFA)501(c)(6)$20 millionWashington, DC
13US-ASEAN Business Council (USABC)501(c)(6)$5.7 millionWashington, DC
14American Council of Life Insurers (ACLI)501(c)(6)$46 millionWashington, DC
15Magazine Publishers of America501(c)(6)$7.5 millionWashington, DC
16Recording Industry Association of America (RIAA)501(c)(6)$30 millionWashington, DC
17Association of American Railroads (AAR)501(c)(6)$53 millionWashington, DC
18Association of American Publishers (AAP)501(c)(6)$8.2 millionWashington, DC
19Consumer Healthcare Products Association (CHPA)501(c)(6)$24 millionWashington, DC
20Building Owners and Managers Association International (BOMA)501(c)(6)$10 millionWashington, DC
21Advanced Medical Technology Association (AdvaMed)501(c)(6)$41 millionWashington, DC
22Alliance of Automobile Manufacturers501(c)(6)$34 millionWashington, DC
23Alliance for Telecommunications Industry Solutions (ATIS)501(c)(6)$9.8 millionWashington, DC
24Equipment Leasing and Finance Association (ELFA)501(c)(6)$9.2 millionWashington, DC
25American Land Title Association (ALTA)501(c)(6)$17 millionWashington, DC