Financial Services Forum
Revenue
$27.4m
year to 31 December 2024
Expenses
$28.9m
year to 31 December 2024
Total assets
$8.6m
$6m liabilities
Net assets
$2.7m
assets less liabilities
Directors and trustees
8
2.4y av
Staff
15
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
13
named in Part VII
Financial Services Forum's network
8 people3 organisationsi8 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Ronald O'Hanley Chair (also filed as Ron O'Hanley, Ron O'Hanley) | Member/Chairman | 2024 | 2 yrs |
| Brian Moynihan | Member | 2024 | 2 yrs |
| Charlie Scharf | Member | 2024 | 2 yrs |
| David Solomon | Member | 2024 | 2 yrs |
| Jamie Dimon | Member | 2024 | 2 yrs |
| Jane Fraser | Member/Vice Chair | 2024 | 2 yrs |
| Robin Vince | Member | 2024 | 2 yrs |
| Ted Pick | Member | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Barbara Hagenbaugh | Exec VP, Head of Communication | since 2018 |
| Brigid Richelieu | Sr. Manager, Communications | since 2023 |
| Brett Quick | VP, Gov't & Industry Relations | since 2018 |
| Chip Bartlett | VP, Gov't Affairs | since 2022 |
| Julia Lawless | Sr Mngr, Policy Communication | 2020 |
| Kaitlyn Eisner-Poor Brooke | Secretary and Treasurer | since 2020 |
| Kevin Fromer | President & CEO | since 2018 |
| Kaitlyn Eisner-Poor | Secretary and Treasurer | since 2018 |
| Robert Pribble | Exec VP, Head of Gov't & InD | since 2018 |
| Sean Campbell | Exec VP, Dir of Policy & Resh | since 2018 |
| Spencer Katterhagen | Manager, Gov Affairs | 2024 |
| Tiffany Haas | VP, Gov't & Industry Relations | since 2019 |
| Trish Horowitz | Executive Management | 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kevin Fromer | President & CEO | 40 | $2.4m | $20k | |
| Sean Campbell | Exec VP, Dir of Policy & Research | 40 | $757k | $57k | |
| Tiffany Haas | VP, Gov't & Industry Relations | 40 | $672k | $42k | |
| Barbara Hagenbaugh | Exec VP, Head of Communications | 40 | $615k | $56k | |
| Chip Bartlett | VP, Gov't Affairs | 40 | $411k | $45k | |
| Kaitlyn Brooke | Secretary and Treasurer | 40 | $182k | $45k | |
| Spencer Katterhagen | Manager, Gov Affairs | 40 | $130k | $14k | |
| Brigid Richelieu | Sr. Manager, Communications | 40 | $129k | $471 | |
| Brian Moynihan | Member | 0 | $0 | ||
| Charlie Scharf | Member | 0 | $0 | ||
| David Solomon | Member | 0 | $0 | ||
| Jamie Dimon | Member | 0 | $0 | ||
| Jane Fraser | Member/Vice Chair | 0 | $0 | ||
| Robin Vince | Member | 0 | $0 | ||
| Ronald O'hanley | Member/Chairman | 0 | $0 | ||
| Ted Pick | Member | 0 | $0 |
About
- Legal name
- Financial Services Forum
- EIN
- 522241644
- Address
- 601 13th St Nw Ste 750s, Washington, DC, 20005-6707
- State
- District of Columbia
- Mission
- Promoting open and competitive financial markets. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 7 (IRS master file code)
- Formed
- 2000
- IRS ruling date
- 1 April 2001
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 1, latest 2024
Most connected
Longest observed on the filings
≥2years on the filingsRonald O'Hanley
≥2years on the filingsBrian Moynihan
≥2years on the filingsCharlie Scharf
≥2years on the filingsDavid Solomon
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $8.6m
- Total liabilities
- $6m
- Net assets or fund balances
- $2.7m
- Contributions and grants received
- $0
- Program service revenue
- $27.4m
- Employees
- 15
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $27.4m | $28.9m | Deficit $1.5m |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Financial Services Forum likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: DC Department of Licensing and Consumer Protection (DLCP), corporate registrations (opendata.dc.gov). Licence: CC BY 4.0. Attribution: DC DLCP. Data last fetched 18 October 2026.
- State
- District of Columbia
- Entity type
- Domestic Nonprofit Corporation
- Status
- Active - In Good Standing
- Formed
- 6 January 2000
- Registered agent
- Patricia Yeh (city and state not held)