S — Community Improvement & Capacity BuildingEIN: 522241644· Ruling Year: 2001

Financial Services Forum

Washington, District of Columbia

B+Health Score
69B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 8 peers in Community Improvement & Capacity Building with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.28×
Peer Median2.76×
💰
$16.0M
Total Revenue
📊
$14.9M
Total Expenses
🏦
$4.2M
Net Assets
📋
$3.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+100.0%
Year-over-year change (2022 → 2023)
Net Margin
+7.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.28
Net assets divided by total expenses
Liabilities-to-Assets
47.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$16,000,000↑100%$14,877,202↑90%$7,957,921↑12%
2022$8,000,000$7,849,036↑9%$7,099,343↓9%
2021$8,000,250$7,171,690↓3%$7,821,055↓4%
2020$8,010,311↑1%$7,422,157↓13%$8,121,022↑18%
2019$7,951,279↓1%$8,511,531↑29%$6,858,413↑29%
2018$8,000,000↑102%$6,576,225↑104%$5,297,255↑534%
2017$3,951,953↑279%$3,218,160↓18%$835,051↓43%
2016$1,043,796↓81%$3,946,052↓33%$1,454,136↓66%
2015$5,607,303↑17%$5,927,102↑13%$4,287,237↓48%
2014$4,772,960↓21%$5,250,920↓16%$8,235,387↑18%
2013$6,033,702↑51%$6,255,518↑47%$6,993,628↑11%
2012$4,005,715$4,241,589↑10%$6,307,555↓8%
2011$4,007,181$3,841,535$6,889,238

Frequently Asked Questions

What does Financial Services Forum do?▼

Financial Services Forum is a community improvement & capacity building nonprofit organization based in District of Columbia. It is classified under NTEE code S41 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Financial Services Forum financially healthy?▼

Based on our 9-metric Financial Health Score model, Financial Services Forum has a score of 69/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Financial Services Forum generate?▼

Financial Services Forum reports $27.4M in annual revenue and holds $8.6M in total assets, based on IRS filings.