Financial Services Institute Inc

Washington, DC
Tax-exempt since April 2004
EIN: 20-0587793

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Revenue

$11M (2023)

Expenses

$10.9M (2023)

Total Assets

$15.7M (2023)

Total Liabilities

$10.1M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$10,995,600

Expenses

$10,920,480

Net Income

$75,120

Net Assets

$5,597,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,809,470	98.3%
Investment Income	$174,731	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$11,399	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,569,575	51.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$299,082	2.7%

Assets/Debt
Total Assets	$15,672,523
Total Liabilities	$10,074,555
Net Assets	$5,597,968

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President & Ceo)	$858,815	$0	$138,379
Brett Mcallister (Svp, Finance, Ops, & Bus S)	$705,210	$0	$70,344
David Bellaire (Exec Vp & General Counsel)	$602,429	$0	$92,124
Robin Traxler (Svp, Policy And Dep Gen Co)	$593,716	$0	$56,218
Michelle Allgauer (Svp, Education And Engmnt)	$450,162	$0	$59,333
Christopher Paulitz (Head, Strat. Initiatives)	$324,147	$0	$62,986
Renee Barnett (Dir Fed Reg Affairs, Sr Cn)	$307,619	$0	$41,758
Kevin Whitehead (Vp, Business Development)	$286,893	$0	$50,872
Kathryn Anderson (Vp, Corporate Relations)	$236,425	$0	$45,877
Dan Barry (Dir State Leg Affairs)	$169,490	$0	$30,661
Hanna Laver (Dir Leg Affairs & Sr Cnsl)	$168,722	$0	$9,418
Nicole Brown (Avp, People & Culture)	$164,142	$0	$8,101
Jeremy Samuel Bronheim (Controller & Assoc. Vp, Operations)	$151,463	$0	$8,329
Matthew Landers (Dir Political Engmnt)	$143,687	$0	$14,480
Allison Muschler (Assoc. Vp, Marketing & Comms.)	$129,582	$0	$24,328
Wanda Sue Blevins (Dir. Customer Rel. System & Rev.)	$123,083	$0	$23,262
Christine Bermingham (Dir. Member Engagement)	$114,701	$0	$13,275
Scott Spiker (Chair)	$0	$0	$0
Ed Forst (Immediate Past Chair)	$0	$0	$0
Jamie Price (Vice Chair)	$0	$0	$0
Jodi Perry (Chair, Finance Committee)	$0	$0	$0
Tim Stinson (Fsi Pac Chair)	$0	$0	$0
Christine Byrne (Member)	$0	$0	$0
Von Cook (Member)	$0	$0	$0
Alex David (Member)	$0	$0	$0
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990

Filed on Sept. 9, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$10,638,881

Expenses

$10,345,882

Net Income

$292,999

Net Assets

$5,522,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,480,392	98.5%
Investment Income	$57,388	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$101,101	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,421,080	42.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,154,488	11.2%

Assets/Debt
Total Assets	$15,775,442
Total Liabilities	$10,252,594
Net Assets	$5,522,848

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President & Ceo)	$950,921	$0	$144,798
David Bellaire (Exec Vp & General Counsel)	$596,371	$0	$102,931
Brett Mcallister (Svp, Finance, Ops, & Bus Strat)	$516,051	$0	$82,763
Michelle Allgauer (Svp, Education And Engmnt)	$489,074	$0	$67,506
Robin Traxler (Svp, Policy And Dep Gen Co)	$386,155	$0	$61,361
Christopher Paulitz (Head, Strat. Initiatives)	$338,046	$0	$71,309
Kevin Whitehead (Vp, Business Development)	$292,548	$0	$56,586
Renee Barnett (Dir Fed Reg Affairs, Sr Cnsl)	$247,539	$0	$13,201
Kathryn Anderson (Vp, Corporate Relations)	$214,369	$0	$50,290
Hanna Laver (Dir Leg Affairs & Sr Cnsl)	$159,172	$0	$8,732
Dan Barry (Dir State Leg Affairs)	$156,118	$0	$31,131
Nicole Brown (Avp, People & Culture)	$155,928	$0	$8,411
Matthew Landers (Dir Political Engmnt)	$132,790	$0	$14,484
Ed Forst (Chair)	$0	$0	$0
James Poer (Immediate Past Chair)	$0	$0	$0
Scott Spiker (Vice Chair)	$0	$0	$0
Denise Barrows (Chair, Finance Committee)	$0	$0	$0
Steve Horn (Fsi Pac Chair)	$0	$0	$0
Christine Byrne (Member)	$0	$0	$0
Kent Christian (Member)	$0	$0	$0
Von Cook (Member)	$0	$0	$0
Alex David (Member)	$0	$0	$0
Mary Beth Hofmeister (Member)	$0	$0	$0
Doug Ketterer (Member)	$0	$0	$0
Bob Oros (Member)	$0	$0	$0
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990

Filed on Oct. 6, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$9,484,774

Expenses

$9,207,336

Net Income

$277,438

Net Assets

$5,229,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,481,348	100.0%
Investment Income	$31,362	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$27,936

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,272,173	46.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$695,999	7.6%

Assets/Debt
Total Assets	$15,307,729
Total Liabilities	$10,077,880
Net Assets	$5,229,849

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President & Ceo)	$780,947	$0	$122,840
David Bellaire (Exec Vp & General Counsel)	$552,750	$0	$82,845
Brett Mcallister (Svp, Finance, Operations)	$542,088	$0	$65,299
Robin Traxler (Svp, Policy And Dep Gen Counsel)	$469,031	$0	$47,097
Christopher Paulitz (Head, Strat. Initiatives)	$397,372	$0	$53,270
Michelle Allgauer (Svp, Education And Engagement)	$369,752	$0	$48,619
Kevin Whitehead (Vp, Business Development)	$237,895	$0	$40,882
Renee Barnett (Dir Fed Reg Affairs & Sr Cnsl)	$212,404	$0	$12,390
Kathryn Anderson (Vp, Corporate Relations)	$199,917	$0	$36,776
Dan Barry (Dir State Leg Affairs)	$149,846	$0	$19,200
Hanna Laver (Dir Leg Affairs & Sr Cnsl)	$147,907	$0	$8,476
Nicole Brown (Avp, People & Culture)	$144,989	$0	$8,166
Matthew Landers (Dir Political Engmnt)	$117,447	$0	$9,788
Jeremy Bronheim (Controller)	$104,759	$0	$12,739
James Poer (Chair)	$0	$0	$0
John Rooney (Immediate Past Chair)	$0	$0	$0
Ed Forst (Vice Chair)	$0	$0	$0
Denise Barrows (Chair, Finance Committee)	$0	$0	$0
Scott Spiker (Chair, Fsi Pac Board)	$0	$0	$0
Christine Byrne (Member)	$0	$0	$0
Kent Christian (Member)	$0	$0	$0
Jim Crowley (Member)	$0	$0	$0
Mary Beth Hofmeister (Member)	$0	$0	$0
Steven Horn (Member)	$0	$0	$0
Doug Ketterer (Member)	$0	$0	$0
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990

Filed on June 17, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$10,710,617

Expenses

$9,925,442

Net Income

$785,175

Net Assets

$4,952,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,525,249	98.3%
Investment Income	$125,394	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$248
Net Inventory Sales	$0
Other Revenue	$60,222	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,700,346	47.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$989,782	10.0%

Assets/Debt
Total Assets	$14,528,941
Total Liabilities	$9,576,530
Net Assets	$4,952,411

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President & Ceo)	$816,355	$0	$143,893
David Bellaire (Executive Vp & General Counsel)	$666,230	$0	$102,307
Brett Mcallister (Svp, Finance, Operations And Business Strategy)	$547,155	$0	$80,926
Michelle Allgauer (Senior Vp, Education And Engagement)	$360,599	$0	$56,990
Robin Traxler (Senior Vp, Policy And Deputy General Counsel)	$350,093	$0	$57,899
Christopher Paulitz (Head Of Strategic Initiatives)	$325,410	$0	$66,461
Kevin Whitehead (Vp, Business Development)	$270,049	$0	$54,101
Kathryn Anderson (Vp, Corporate Relations)	$229,335	$0	$48,193
Hanna Laver (Director, Legislative Affairs And Senior Counsel)	$168,456	$0	$10,482
Dan Barry (Director, State Legislative Affairs)	$162,116	$0	$25,532
Renee Barnett (Director, Federal Regulatory Affairs And Senior Co)	$153,836	$0	$3,927
Nicole Brown (Director Of Corporate Relations)	$142,953	$0	$7,376
Matthew Landers (Director, Political Engagement)	$130,391	$0	$10,374
Jeremy Bronheim (Controller)	$104,746	$0	$18,527
John Rooney (Chair)	$0	$0	$0
David Knoch (Immediate Past Chair)	$0	$0	$0
James Poer (Vice Chair)	$0	$0	$0
Scott Spiker (Chair, Finance Committee)	$0	$0	$0
Ed Forst (Chair, Fsi Pac Board Of Directors)	$0	$0	$0
Adam Antoniades (Member)	$0	$0	$0
Denise Barrows (Member)	$0	$0	$0
Valerie Brown (Member)	$0	$0	$0
Christine Byrne (Member)	$0	$0	$0
Carolyn Clancy (Member)	$0	$0	$0
Jim Crowley (Member)	$0	$0	$0
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990

Filed on July 16, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$10,363,757

Expenses

$9,390,117

Net Income

$973,640

Net Assets

$4,167,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,260,019	99.0%
Investment Income	$92,517	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$11,221	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,851,137	41.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,156,135	12.3%

Assets/Debt
Total Assets	$15,063,133
Total Liabilities	$10,895,897
Net Assets	$4,167,236

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President & Ceo)	$752,540	$0	$143,195
David Bellaire (Executive Vp & General Cou)	$551,157	$0	$96,574
Brett Mcallister (Svp, Finance And Operation)	$521,024	$0	$93,844
Christopher Paulitz (Svp, Membership And Market)	$396,192	$0	$78,805
Robin Traxler (Svp, Policy & Deputy Gener)	$392,798	$0	$51,159
Kevin Whitehead (Vp, Corporate Relations)	$239,954	$0	$53,575
Michelle Allgauer (Vp, Meetings, Marketing, &)	$224,711	$0	$45,913
Kathryn Anderson (Vp, Corporate Relations)	$177,298	$0	$48,401
Hanna Laver (Director Of Regulatory Aff)	$146,187	$0	$9,112
Nicole Brown (Director Of Corporate Rela)	$111,727	$0	$7,033
David C Knoch (Chair)	$0	$0	$0
Dean Harman (Immediate Past Chair)	$0	$0	$0
John Rooney (Vice Chair)	$0	$0	$0
Scott Curtis (Chair, Finance Committee)	$0	$0	$0
James Poer (Chair, Fsi Pac Board Of Directors)	$0	$0	$0
Richard J Lampen (Member)	$0	$0	$0
Adam Antoniades (Member)	$0	$0	$0
Valerie Brown (Member)	$0	$0	$0
Richard Bryant (Member)	$0	$0	$0
Kent Christian (Member)	$0	$0	$0
Bill Dowell (Member)	$0	$0	$0
Ed Forst (Member)	$0	$0	$0
Kimberly Kropp (Member)	$0	$0	$0
Chris Perry (Member)	$0	$0	$0
Shawn Mclaughlin (Member)	$0	$0	$0
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990

Filed on July 10, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$9,959,280

Expenses

$8,908,653

Net Income

$1,050,627

Net Assets

$3,192,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,921,192	99.6%
Investment Income	$28,509	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,496
Net Inventory Sales	$0
Other Revenue	$11,075	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,778,197	42.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,209,100	13.6%

Assets/Debt
Total Assets	$13,114,954
Total Liabilities	$9,922,456
Net Assets	$3,192,498

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President & Ceo)	$816,559	$0	$101,288
David Bellaire (Executive Vp & General Counsel)	$643,155	$0	$52,417
Brett Mcallister (Svp, Finance And Operations)	$479,927	$0	$48,267
Christopher Paulitz (Svp, Membership And Marketing)	$383,011	$0	$49,104
Kevin Whitehead (Vp, Corporate Relations)	$274,695	$0	$39,840
Robin Traxler (Svp, Policy & Deputy General Counsel)	$262,555	$0	$28,241
Michelle Allgauer (Vp, Meetings, Marketing, & Education)	$209,506	$0	$22,128
Katanya Moore (Associate Vp, Regulatory Affairs & Associate Gener)	$166,598	$0	$11,411
Kathryn Anderson (Vp, Corporate Relations)	$163,992	$0	$25,499
Michelle Carroll Foster (Vp, State Affairs)	$145,237	$0	$11,787
Hanna Laver (Director Of Regulatory Affairs & Senior Counsel)	$123,219	$0	$5,781
Jaimon Jackson (Former Director Of Regualtory Affairs)	$105,238	$0	$5,323
Nicole Brown (Director Of Corporate Relations & Culture)	$104,358	$0	$5,040
Dean Harman (Chair)	$0	$0	$0
David C Knoch (Vice Chair)	$0	$0	$0
Richard J Lampen (Immediate Past Chair)	$0	$0	$0
John Rooney (Chair, Fsi Pac)	$0	$0	$0
Scott Curtis (Chair, Finance Committee)	$0	$0	$0
Adam Antoniades (Member)	$0	$0	$0
Valerie Brown (Member)	$0	$0	$0
Richard Bryant (Member)	$0	$0	$0
Kent Christian (Member)	$0	$0	$0
Bill Dowell (Member)	$0	$0	$0
Ed Forst (Member)	$0	$0	$0
Joe Himelick (Member)	$0	$0	$0
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990

Filed on July 2, 2020

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Fiscal Year Ending Dec.
2017

Revenue

$9,600,255

Expenses

$9,017,391

Net Income

$582,864

Net Assets

$2,140,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,565,644	99.6%
Investment Income	$4,217	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$30,394	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,491,032	38.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,437,641	15.9%

Assets/Debt
Total Assets	$6,273,528
Total Liabilities	$4,133,205
Net Assets	$2,140,323

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President And Ceo)	$716,841	$0	$41,423
Christopher Paulitz (Svp Membership & Marketing)	$635,263	$0	$49,169
David Bellaire (Executive Vp General Counsel)	$481,478	$0	$25,264
Brett Mcallister (Svp Finance And Operations)	$443,996	$0	$36,011
Kevin Whitehead (Vp Corporate Relations)	$248,633	$0	$47,500
Robert Lewis (Vp Legislative Affairs)	$242,243	$0	$34,759
Robin Traxler (Vp Regulatory Affairs)	$208,046	$0	$21,650
Michelle Allgauer (Vp Member Engagement)	$198,783	$0	$22,015
Kathryn Anderson (Director, Corporate Affair)	$158,901	$0	$36,462
Craig Knight (Former Director, Financial Servic)	$151,935	$0	$8,276
Hanna Laver (Former Senior Regulatory Affairs Counsel)	$114,891	$0	$4,242
Jaimon Jackson (Director Of Legislative Affairs)	$104,540	$0	$4,088
Nicole Brown (Director Of Corporate Relations And Culture)	$102,309	$0	$64,264
Michelle Carroll (Vp, State Affairs)	$100,224	$0	$8,737
Dick Lampen (Chair)	$0	$0	$0
Dean Harman (Vice Chair)	$0	$0	$0
Amy Webber (Immediate Past Chair)	$0	$0	$0
John Rooney (Chair, Finance Committee)	$0	$0	$0
David Knoch (Pac Chair)	$0	$0	$0
Adam Antoniades (Member)	$0	$0	$0
Valerie Brown (Member)	$0	$0	$0
Richard Bryant (Member)	$0	$0	$0
Kent Christian (Member)	$0	$0	$0
Scott Curtis (Member)	$0	$0	$0
Bill Dowell (Member)	$0	$0	$0
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990

Filed on Oct. 19, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$9,354,719

Expenses

$8,644,185

Net Income

$710,534

Net Assets

$1,557,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,307,557	99.5%
Investment Income	$1,356	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$45,806	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,257,066	26.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,314,688	26.8%

Assets/Debt
Total Assets	$5,935,668
Total Liabilities	$4,378,209
Net Assets	$1,557,459

990

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Fiscal Year Ending Dec.
2015

Revenue

$9,571,953

Expenses

$9,180,607

Net Income

$391,346

Net Assets

$846,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,538,024	99.6%
Investment Income	$1,406	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$32,523	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,215,097	24.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,118,064	23.1%

Assets/Debt
Total Assets	$4,966,828
Total Liabilities	$4,119,903
Net Assets	$846,925

990

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Fiscal Year Ending Dec.
2014

Revenue

$8,044,724

Expenses

$7,640,672

Net Income

$404,052

Net Assets

$455,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,009,580	99.6%
Investment Income	$1,578	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$33,566	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,063,038	27.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,739,782	22.8%

Assets/Debt
Total Assets	$4,851,083
Total Liabilities	$4,395,504
Net Assets	$455,579

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (President, Ceo)	$623,743	$0	$26,585
David Bellaire (Executive Vp, Gen. Counsel)	$439,743	$0	$23,758
Brett Mcallister (Svp Finance & Operations)	$366,822	$0	$21,920
Christopher Paulitz (Svp Membership & Marketing)	$289,845	$0	$24,896
Kevin Whitehead (Vp Corporate Relations)	$226,706	$0	$19,021
Robert Lewis (Vp Legislative Affairs)	$173,200	$0	$11,048
Michelle Allgauer (Vp Member Engagement)	$153,810	$0	$9,271
Robin Traxler (Vp Regulatory Affairs, Assoc Gen Counsel)	$128,360	$0	$7,280
Kathryn Anderson (Director, Corporate Relations)	$121,627	$0	$17,877
Craig Knight (Director, Financial Services)	$104,981	$0	$2,547
Michael Mike J Mungenast (Chair)	$0	$0	$0
Adam Antoniades (Vice Chair)	$0	$0	$0
Valerie G Brown (Vice Chair (To May '14))	$0	$0	$0
Joseph Joe R Russo (Immediate Past Chair)	$0	$0	$0
Timothy Tim B Murphy (Chair, Finance Committee)	$0	$0	$0
Derek Bruton (Member (To Apr '14))	$0	$0	$0
Rick Carlson (Member)	$0	$0	$0
Steve Chipman (Member)	$0	$0	$0
Dean Harman (Member)	$0	$0	$0
Jim Herrington (Member)	$0	$0	$0
Richard J Lampen (Member)	$0	$0	$0
Jim Livingston (Member)	$0	$0	$0
Seth Miller (Member)	$0	$0	$0
Clive Slovin (Member)	$0	$0	$0
David Stringer (Member)	$0	$0	$0
See filing for compensation of 3 other people →

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990

Filed on Aug. 26, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$6,925,192

Expenses

$6,913,374

Net Income

$11,818

Net Assets

$861,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,922,823	100.0%
Investment Income	$2,369	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,177,633	31.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,166,031	16.9%

Assets/Debt
Total Assets	$3,122,941
Total Liabilities	$2,261,472
Net Assets	$861,469

Compensation

Key Employees and Officers	Compensation	Related	Other
Dale Brown (Ceo & President)	$665,044	$0	$24,558
David Bellaire (Executive Vice President & General Counsel)	$604,098	$0	$22,138
Christopher Paulitz (Senior Vice President, Membership & Marketing)	$309,203	$0	$24,558
Kevin Whitehead (Vice President, Corporate Relations)	$305,283	$0	$18,712
Brett Mc Allister (Senior Vice President, Membership & Marketing)	$195,519	$0	$8,520
Robert Lewis (Vice President)	$164,538	$0	$6,354
Michelle Allgauer (Vice President)	$155,877	$0	$8,087
R Lawrence Larry Roth (Chair)	$0	$0	$0
Michael Mike J Mungenast (Vice Chair)	$0	$0	$0
Joseph Joe R Russo (Immediate Past Chair)	$0	$0	$0
Timothy Tim B Murphy (Chair, Finance Committee)	$0	$0	$0
Valerie G Brown (Chair, Fsi Pac Board)	$0	$0	$0
Adam Antoniades (Member)	$0	$0	$0
Derek Bruton (Member)	$0	$0	$0
Rick Carlson (Member)	$0	$0	$0
Steve Chipman (Member)	$0	$0	$0
Dean Harman (Member)	$0	$0	$0
Jim Herrington (Member)	$0	$0	$0
Richard J Lampen (Member)	$0	$0	$0
Jim Livingston (Member)	$0	$0	$0
Seth Miller (Member)	$0	$0	$0
John Moloney (Member)	$0	$0	$0
Clive Slovin (Member)	$0	$0	$0
David Stringer (Member)	$0	$0	$0

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990

Filed on Oct. 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$5,379,736

Expenses

$5,736,530

Net Income

-$356,794

Net Assets

$849,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$400	0.0%
Program Services	$5,374,899	99.9%
Investment Income	$4,437	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,886,236	32.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$787,613	13.7%

Assets/Debt
Total Assets	$4,909,878
Total Liabilities	$4,060,227
Net Assets	$849,651

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,923,040

Expenses

$4,669,339

Net Income

-$746,299

Net Assets

$1,206,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,727	0.9%
Program Services	$3,879,563	98.9%
Investment Income	$13,074	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,324
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$950,561	20.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,411,719	30.2%

Assets/Debt
Total Assets	$3,841,004
Total Liabilities	$2,634,559
Net Assets	$1,206,445

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Financial Services Institute Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11M (2023)

Expenses $10.9M (2023)

Total Assets $15.7M (2023)

Total Liabilities $10.1M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$11M (2023)

Expenses

$10.9M (2023)

Total Assets

$15.7M (2023)

Total Liabilities

$10.1M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004