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EIN 20-0587793

Financial Services Institute (FSI)

IRS 501(c) type
501(c)(6)
Num. employees
24
City
Washington
State
District of Columbia
Year formed
2004
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Services Institute's mission is to ensure that all individuals have access to competent and affordable financial advice, products and services delivered.
Total revenues
$10,995,600
2023
Total expenses
$10,920,480
2023
Total assets
$15,672,523
2023
Num. employees
24
2023

Program areas at FSI

To provide support to independent Financial advisors and Financial Services firms through constructive advocacy with federal and state regulators and legislators.

Personnel at FSI

NameTitleCompensation
Amy WebberMember$0
Dale E. BrownPresident and Chief Executive Officer$950,921
Brett McAllisterSenior Vice President , Finance , Operations , and Bus Strategy$516,051
Robin TraxlerSenior Vice President , Policy and Deputy General Co$386,155
Kevin WhiteheadVice President , Business Development$292,548
...and 15 more key personnel

Financials for FSI

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$10,809,470
Investment income and dividends$174,731
Tax-exempt bond proceeds$0
Royalty revenue$0
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$11,399
Total revenues$10,995,600

Form 990s for FSI

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-09990View PDF
2022-122023-10-06990View PDF
2021-122022-06-17990View PDF
2020-122021-07-29990View PDF
2019-122021-06-07990View PDF
...and 11 more Form 990s
Data update history
November 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 26, 2023
Updated personnel
Identified 4 new personnel
November 25, 2023
Used new vendors
Identified 2 new vendors, including , and
July 18, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 13, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Trade associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyRelated 527
General information
Address
1201 Pennsylvania Ave NW 700
Washington, DC 20004
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
financialservices.org/ 
Phone
(888) 373-1840
Facebook page
FSIinDC 
Twitter profile
@fsiwashington 
IRS details
EIN
20-0587793
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
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