The Institute for Financial Markets

We help people understand derivatives markets.

Washington, DC | https://www.theifm.org

GuideStar Charity Check

EIN: 52-1634508

Contributions tax deductible
as of March 2023

IRS BMF 509(a)(2)
as of March 13, 2023

View summary

Charity Check report

Mission

The IFM’s mission focuses on financial markets education, and more specifically derivatives markets. Our aim is to increase public awareness and understanding of the importance of financial markets and the financial service industry to the global economy, and to improve the technical competence of those in the industry who deal with the public. As such, IFM engages in activities such as research, publications, course development, workshops, conferences, ethics and anti-money compliance laundering training, and free educational videos.

Ruling year info

1994

President & CEO

Trish Foshee

Main address

2001 K St NW Ste 725

Washington, DC 20006 USA

Show more contact info

EIN

52-1634508

Subject area info

Economics

Financial services

Population served info

Adults

Academics

Farmers

NTEE code info

Economics (as a Social Science) (V22)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Affiliations

See related organizations info

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Ethics and AML Compliance Training

The IFM provides ethics training and anti money laundering training to keep financial services professionals cognizant of industry developments and their ethical and fraudulent implications that impact U.S. markets.

Smart Financial Regulation Events

IFM hosts public policy- and regulation-focused educational events. Of special note is the free, annual DC Fintech Week, hosted by the IFM and the Institute of International Economic Law, Georgetown University's Law Center. DC Fintech Week's aim is to elevate the public’s understanding, and discourse, by democratizing the ideas and thoughts driving industry and policymakers.

Population(s) Served

Extremely poor people

Low-income people

Educational Programs

Course and workshops are designed to fostering knowledge and understanding of the derivatives markets for industry professionals, market users and individuals of all backgrounds.

Population(s) Served

Adults

Academics

Adults

Academics

Where we work

External reviews

Photos

Videos

Financials

The Institute for Financial Markets

Fiscal year: Jan 01 - Dec 31

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2019

SOURCE: IRS Form 990

44.97

Average of 13.27 over 10 years

Months of cash in 2019

SOURCE: IRS Form 990

1.2

Average of 7.2 over 10 years

Fringe rate in 2019

SOURCE: IRS Form 990

8%

Average of 18% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

Source: IRS Form 990

Digitizing IRS form 990 data

The Institute for Financial Markets

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

Fiscal year ending: Download Data

Revenue
Contributions	$41,500
Government Grants	$0
Program Services	$695,924
Investments	$2,697
Special Events	$0
Sales	$0
Other	$843
Total Revenue	$740,964

Expenses
Program Services	$634,777
Administration	$324,279
Fundraising	$0
Total Expenses	$959,056
Net Gain/Loss	($218,092)

Functional expenses
Accounting Fees	$21,153
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$3,451
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$2,307
Pension Plan Contributions	$39,594
Professional Fundraising Expenses	$0

Revenue
Contributions	$127,000
Government Grants	$0
Program Services	$767,067
Investments	$7,814
Special Events	$0
Sales	$0
Other	$7,642
Total Revenue	$909,523

Expenses
Program Services	$634,359
Administration	$377,215
Fundraising	$0
Total Expenses	$1,011,576
Net Gain/Loss	($102,053)

Functional expenses
Accounting Fees	$39,683
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$5,371
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$14,495
Pension Plan Contributions	$35,219
Professional Fundraising Expenses	$0

Revenue
Contributions	$187,188
Government Grants	$0
Program Services	$871,515
Investments	$24,416
Special Events	$0
Sales	$0
Other	$1,279
Total Revenue	$1,084,398

Expenses
Program Services	$696,387
Administration	$417,491
Fundraising	$0
Total Expenses	$1,113,878
Net Gain/Loss	($29,480)

Functional expenses
Accounting Fees	$16,795
Advertising & Promotion	$0
Information Technology Expenses	$29,674
Insurance Expenses	$5,317
Interest Expenses	$0
Investment Management Fees	$25,905
Legal Fees	$16,903
Pension Plan Contributions	$47,943
Professional Fundraising Expenses	$0

Revenue
Contributions	$85,000
Government Grants	$0
Program Services	$1,464,791
Investments	$55,260
Special Events	$0
Sales	$0
Other	$8,361
Total Revenue	$1,613,412

Expenses
Program Services	$1,163,663
Administration	$354,755
Fundraising	$42,118
Total Expenses	$1,560,536
Net Gain/Loss	$52,876

Functional expenses
Accounting Fees	$9,485
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$10,123
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$856
Pension Plan Contributions	$44,334
Professional Fundraising Expenses	$0

Revenue
Contributions	$145,000
Government Grants	$0
Program Services	$1,598,971
Investments	$106,914
Special Events	$0
Sales	$0
Other	$12,969
Total Revenue	$1,863,854

Expenses
Program Services	$1,195,535
Administration	$447,786
Fundraising	$0
Total Expenses	$1,643,321
Net Gain/Loss	$220,533

Functional expenses
Accounting Fees	$6,135
Advertising & Promotion	$0
Information Technology Expenses	$2,576
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$13,983
Pension Plan Contributions	$52,110
Professional Fundraising Expenses	$0

Revenue
Contributions	$25,500
Government Grants	$0
Program Services	$1,848,412
Investments	$117,760
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$1,991,672

Expenses
Program Services	$1,158,393
Administration	$413,753
Fundraising	$0
Total Expenses	$1,572,146
Net Gain/Loss	$419,526

Functional expenses
Accounting Fees	$10,186
Advertising & Promotion	$0
Information Technology Expenses	$177,435
Insurance Expenses	$5,264
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$2,000
Pension Plan Contributions	$61,649
Professional Fundraising Expenses	$0

Revenue
Contributions	$5,000
Government Grants	$0
Program Services	$1,866,734
Investments	$59,936
Special Events	$0
Sales	$0
Other	$4,800
Total Revenue	$1,936,470

Expenses
Program Services	$1,261,622
Administration	$332,708
Fundraising	$0
Total Expenses	$1,594,330
Net Gain/Loss	$342,140

Functional expenses
Accounting Fees	$13,996
Advertising & Promotion	$15,382
Information Technology Expenses	$290,626
Insurance Expenses	$5,678
Interest Expenses	$0
Investment Management Fees	$21,331
Legal Fees	$3,836
Pension Plan Contributions	$50,567
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$0
Program Services	$1,951,743
Investments	$97,150
Special Events	$0
Sales	$0
Other	$9,739
Total Revenue	$2,058,632

Expenses
Program Services	$1,270,376
Administration	$169,342
Fundraising	$0
Total Expenses	$1,439,718
Net Gain/Loss	$618,914

Functional expenses
Accounting Fees	$24,105
Advertising & Promotion	$2,291
Information Technology Expenses	$235,253
Insurance Expenses	$6,728
Interest Expenses	$0
Investment Management Fees	$19,621
Legal Fees	$8,108
Pension Plan Contributions	$40,055
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$0
Program Services	$1,956,132
Investments	$121,193
Special Events	$0
Sales	$0
Other	$4,700
Total Revenue	$2,082,025

Expenses
Program Services	$1,259,310
Administration	$420,181
Fundraising	$0
Total Expenses	$1,679,491
Net Gain/Loss	$402,534

Functional expenses
Accounting Fees	$4,143
Advertising & Promotion	$10,138
Information Technology Expenses	$3,159
Insurance Expenses	$7,369
Interest Expenses	$0
Investment Management Fees	$12,775
Legal Fees	$16,499
Pension Plan Contributions	$56,641
Professional Fundraising Expenses	$0

Revenue
Contributions	$0
Government Grants	$0
Program Services	$152,691
Investments	$3,236,090
Special Events	$0
Sales	$0
Other	$2,647
Total Revenue	$3,391,428

Expenses
Program Services	$761,875
Administration	$122,226
Fundraising	$0
Total Expenses	$884,101
Net Gain/Loss	$2,507,327

Functional expenses
Accounting Fees	$6,700
Advertising & Promotion	$14,820
Information Technology Expenses	$4,477
Insurance Expenses	$1,516
Interest Expenses	$0
Investment Management Fees	$13,770
Legal Fees	$4,278
Pension Plan Contributions	$4,249
Professional Fundraising Expenses	$0

Revenue
Contributions	$84,672
Government Grants	$0
Program Services	$118,597
Investments	($291,797)
Special Events	$0
Sales	$0
Other	$76,718
Total Revenue	($11,810)

Expenses
Program Services	$862,199
Administration	$0
Fundraising	$0
Total Expenses	$862,199
Net Gain/Loss	($874,009)

Functional expenses
Accounting Fees	$7,867
Advertising & Promotion	$54,614
Information Technology Expenses	$3,967
Insurance Expenses	$3,767
Interest Expenses	$0
Investment Management Fees	$44,472
Legal Fees	$1,828
Pension Plan Contributions	$1,561
Professional Fundraising Expenses	$0

Revenue
Contributions	$84,672
Government Grants	$0
Program Services	$121,191
Investments	$180,769
Special Events	$0
Sales	$0
Other	$20,517
Total Revenue	$407,149

Expenses
Program Services	$994,909
Administration	$0
Fundraising	$0
Total Expenses	$994,909
Net Gain/Loss	($587,760)

Functional expenses
Accounting Fees	$8,801
Advertising & Promotion	$12,940
Information Technology Expenses	$5,107
Insurance Expenses	$1,707
Interest Expenses	$0
Investment Management Fees	$44,960
Legal Fees	$2,438
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

The Institute for Financial Markets

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jan 01, 2008	Dec 31, 2008	Change
Contributions	$41,500
Cash & Equivalents	$195,658	$260,102	$64,444
Accounts Receivable	$193,253	$76,756	($116,497)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$8,569	$3,331	($5,238)
Investment, Securities	$780,401	$686,036	($94,365)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,878	$192	($1,686)
Other	$9,010	$27,147	$18,137
Total Assets	$1,188,769	$1,053,564	($135,205)

Liabilities	Jan 01, 2008	Dec 31, 2008	Change
Accounts Payable	$53,480	$62,754	$9,274
Grants Payable	$0	$0	$0
Deferred Revenue	$101,424	$136,401	$34,977
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$154,904	$199,155	$44,251

Fund balance	Jan 01, 2008	Dec 31, 2008	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$1,033,865	$854,409	($179,456)
Net Assets	$1,033,865	$854,409	($179,456)

Assets	Jan 01, 2009	Dec 31, 2009	Change
Contributions	$127,000
Cash & Equivalents	$260,102	$2,058,616	$1,798,514
Accounts Receivable	$76,756	$123,122	$46,366
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$3,331	$9,753	$6,422
Investment, Securities	$686,036	$727,339	$41,303
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$192	$1,672	$1,480
Other	$27,147	$60,807	$33,660
Total Assets	$1,053,564	$2,981,309	$1,927,745

Liabilities	Jan 01, 2009	Dec 31, 2009	Change
Accounts Payable	$62,754	$49,978	($12,776)
Grants Payable	$0	$0	$0
Deferred Revenue	$136,401	$2,135,324	$1,998,923
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$199,155	$2,185,302	$1,986,147

Fund balance	Jan 01, 2009	Dec 31, 2009	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$854,409	$796,007	($58,402)
Net Assets	$854,409	$796,007	($58,402)

Assets	Jan 01, 2010	Dec 31, 2010	Change
Contributions	$187,188
Cash & Equivalents	$2,058,616	$268,433	($1,790,183)
Accounts Receivable	$123,122	$80,067	($43,055)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$9,753	$4,763	($4,990)
Investment, Securities	$727,339	$2,780,065	$2,052,726
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,672	$10,392	$8,720
Other	$60,807	$48,988	($11,819)
Total Assets	$2,981,309	$3,192,708	$211,399

Liabilities	Jan 01, 2010	Dec 31, 2010	Change
Accounts Payable	$49,978	$62,251	$12,273
Grants Payable	$0	$0	$0
Deferred Revenue	$2,135,324	$2,178,390	$43,066
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$2,185,302	$2,240,641	$55,339

Fund balance	Jan 01, 2010	Dec 31, 2010	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$796,007	$952,067	$156,060
Net Assets	$796,007	$952,067	$156,060

Assets	Jan 01, 2011	Dec 31, 2011	Change
Contributions	$85,000
Cash & Equivalents	$268,433	$226,728	($41,705)
Accounts Receivable	$80,067	$147,400	$67,333
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$4,763	$6,902	$2,139
Investment, Securities	$2,780,065	$2,669,539	($110,526)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$10,392	$6,845	($3,547)
Other	$48,988	$12,725	($36,263)
Total Assets	$3,192,708	$3,070,139	($122,569)

Liabilities	Jan 01, 2011	Dec 31, 2011	Change
Accounts Payable	$62,251	$69,991	$7,740
Grants Payable	$0	$0	$0
Deferred Revenue	$2,178,390	$2,136,035	($42,355)
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$2,240,641	$2,206,026	($34,615)

Fund balance	Jan 01, 2011	Dec 31, 2011	Change
Temporarily Restricted Net Assets	$0	$0	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$0	$0	$0
Unrestricted Net Assets	$952,067	$864,113	($87,954)
Net Assets	$952,067	$864,113	($87,954)

Assets	Jan 01, 2012	Dec 31, 2012	Change
Contributions	$145,000
Cash & Equivalents	$226,728	$567,437	$340,709
Accounts Receivable	$147,400	$53,962	($93,438)
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$6,902	$3,463	($3,439)
Investment, Securities	$2,669,539	$2,744,226	$74,687
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$6,845	$8,335	$1,490
Other	$12,725	$14,084	$1,359
Total Assets	$3,070,139	$3,391,507	$321,368

Liabilities	Jan 01, 2012	Dec 31, 2012	Change
Accounts Payable	$69,991	$112,890	$42,899
Grants Payable	$0	$0	$0
Deferred Revenue	$2,136,035	$2,040,138	($95,897)
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$2,206,026	$2,153,028	($52,998)

The Institute for Financial Markets

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

This snapshot of The Institute for Financial Markets’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2015	2016	2017	2018	2019
Unrestricted surplus (deficit) before depreciation	$473,915	-$62,232	$2,314,190	-$716,792	-$416,298
As % of expenses	33.0%	-3.7%	269.9%	-86.6%	-43.4%
Unrestricted surplus (deficit) after depreciation	$471,325	-$64,417	$2,287,649	-$751,344	-$451,036
As % of expenses	32.7%	-3.8%	258.8%	-87.1%	-45.3%

Revenue composition
Total revenue (unrestricted & restricted)	$2,058,632	$2,082,025	$3,391,428	-$11,810	$407,149
Total revenue, % change over prior year	6.3%	1.1%	62.9%	-100.3%	-3547.5%
Program services revenue	94.8%	94.0%	4.5%	-1004.2%	29.8%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	1.6%	5.8%	12.6%	2470.8%	44.4%
Government grants	0.0%	0.0%	0.0%	0.0%	0.0%
All other grants and contributions	0.0%	0.0%	0.0%	-717.0%	20.8%
Other revenue	3.6%	0.2%	82.9%	-649.6%	5.0%

Expense composition
Total expenses before depreciation	$1,437,128	$1,677,306	$857,560	$827,647	$960,171
Total expenses, % change over prior year	-9.7%	16.7%	-48.9%	-3.5%	16.0%
Personnel	57.4%	60.3%	58.0%	57.6%	50.4%
Professional fees	4.6%	20.5%	13.9%	16.2%	10.8%
Occupancy	0.0%	8.3%	4.6%	4.5%	3.8%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	0.0%	0.0%	0.0%	0.0%	21.4%
All other expenses	38.0%	10.9%	23.5%	21.7%	13.5%

Full cost components (estimated)	2015	2016	2017	2018	2019
Total expenses (after depreciation)	$1,439,718	$1,679,491	$884,101	$862,199	$994,909
One month of savings	$119,761	$139,776	$71,463	$68,971	$80,014
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$22,174	$75,385	$0	$0	$0
Total full costs (estimated)	$1,581,653	$1,894,652	$955,564	$931,170	$1,074,923

Capital structure indicators

Liquidity	2015	2016	2017	2018	2019
Months of cash	17.9	19.3	2.5	1.2	1.2
Months of cash and investments	41.4	40.4	80.5	75.8	74.0
Months of estimated liquid unrestricted net assets	24.1	19.6	70.7	62.9	48.9

Balance sheet composition	2015	2016	2017	2018	2019
Cash	$2,139,639	$2,703,463	$177,665	$84,719	$96,910
Investments	$2,815,437	$2,939,434	$5,578,313	$5,143,718	$5,824,115
Receivables	$73,307	$55,801	$1,730,873	$1,315,401	$782,483
Gross land, buildings, equipment (LBE)	$45,627	$121,012	$126,870	$41,876	$131,938
Accumulated depreciation (as a % of LBE)	47.6%	19.8%	39.8%	0.0%	90.7%
Liabilities (as a % of assets)	42.9%	18.9%	3.3%	2.3%	2.2%
Unrestricted net assets	$2,906,710	$2,842,293	$5,129,942	$4,378,598	$3,927,562
Temporarily restricted net assets	$0	$1,884,470	$2,191,375	$2,068,710	N/A
Permanently restricted net assets	$0	$0	$0	$0	N/A
Total restricted net assets	$0	$1,884,470	$2,191,375	$2,068,710	$2,660,711
Total net assets	$2,906,710	$4,726,763	$7,321,317	$6,447,308	$6,588,273

Key data checks

Key data checks	2015	2016	2017	2018	2019
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination is not available for this organization

Form 1023/1024 is not available for this organization

President & CEO

Trish Foshee

LinkedIn profile

Number of employees

Source: IRS Form 990

The Institute for Financial Markets

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

The Institute for Financial Markets

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

The Institute for Financial Markets

Board of directors
as of 02/23/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Michael Dawley

President, Bluefin Partners LLC

Term: 2017 - 2022

Gary A. DeWall

Special Counsel and Chair, Financial Markets and Regulatory, Katten Muchin Rosenman LLP

Daniel A. Driscoll

Special Policy Advisor, National Futures Association

Peter F. Borish

Chairman and CEO, Computer Trading Corporation

John M. Damgard

Director, Interactive Brokers

Arthur W. Hahn

Retired, Partner, Katten Muchin Rosenman LLP

Walter L Lukken

President and Chief Executive Officer, FIA

Organizational demographics

SOURCE: Self-reported; last updated 11/23/2021

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

Race & ethnicity

No data

Gender identity

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending

There are no fundraisers recorded for this organization.

Related organizations & associated domestic grants

Show data for fiscal year

Related organization	Primary activity	Subsection	PC status	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance	Reason
FIA GLOBAL INC 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 46-4617924	MEMBER ASSOC.	501(C)(6)		FIA	N	$0.00	$0.00
FUTURES INDUSTRY ASSOCIATION INC 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 13-5642275	MEMBER ASSOC.	501(C)(6)		NA	N	$0.00	$0.00

Related organization	Primary activity	Subsection	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
fia asia inc 2002 pennsylvania ave nw washington, DC 20006 35-2329204	member assoc.	501(c)(6)	fia	N	$0.00	$0.00
markets association 2003 pennsylvania ave nw washington, DC 20006 52-2304754	member assoc.	501(c)(6)	FIA	N	$0.00	$0.00
fia global inc 2003 pennsylvania ave nw washington, DC 20006 46-4617924	member assoc.	501(c)(6)	fia	N	$0.00	$0.00
futures industry association inc 2003 pennsylvania ave nw washington, DC 20006 13-5642275	membership	501(c)(6)	na	N	$0.00	$0.00

Related organization	Primary activity	Subsection	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
FIA Asia Inc 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 35-2329304	MEMBER ASSOC.	501(c)(6)	FIA	N	$0.00	$0.00
Markets Association 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 52-2304754	MEMBER ASSOC.	501(c)(6)	FIA	N	$0.00	$0.00
FUTURES INDUSTRY ASSOCIATION INC 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 13-5642275	MEMBERSHIP	501(c)(6)	NA	N	$0.00	$0.00
FIA Global Inc 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 46-4617924	MEMBER ASSOC.	501(c)(6)	FIA	N	$0.00	$0.00

Related organization	Primary activity	Subsection	Controlling entity?	512(b)(13) controlled entity?	Cash grants paid	Non-cash assistance
FIA Asia Inc 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 35-2329304	MEMBER ASSOC	501(c)(6)	FIA	N	$0.00	$0.00
Markets Association 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 52-2304754	MEMBER ASSOC	501(c)(6)	FIA	N	$0.00	$0.00
FUTURES INDUSTRY ASSOCIATION INC 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 13-5642275	MEMBERSHIP	501(c)(6)		N	$0.00	$0.00
FIA Global Inc 2001 PENNSYLVANIA AVE NW WASHINGTON, DC 20006 46-4617924	MEMBER ASSOC	501(c)(6)	FIA	N	$0.00	$0.00

Related organization	Primary activity	Subsection	Controlling entity?	Cash grants paid	Non-cash assistance
FIA Asia Inc 2001 PENNSYLVANIA AVE NWSTE 600 WASHINGTON, DC 20006 35-2329304	MEMBER ASSOC	501(c)(6)		$0.00	$0.00
Markets Association 2001 PENNSYLVANIA AVE NWSTE 600 WASHINGTON, DC 20006 52-2304754	MEMBER ASSOC	501(c)(6)	FIA	$0.00	$0.00
FUTURES INDUSTRY ASSOCIATION INC 2001 PENNSYLVANIA AVE NWSTE 600 WASHINGTON, DC 20006 13-5642275	MEMBERSHIP	501(c)(6)		$0.00	$0.00

Related organization	Primary activity	Subsection	Cash grants paid	Non-cash assistance
FIA ASIA, INC 2001 PENNSYLVANIA AVE NW,STE 6 WASHINGTON, DC 20006 35-2329304	MEMBER ASSOC	501(C)(6)	$0.00	$0.00
@MARKETS ASSOCIATION 2001 PENNSYLVAINIA AVE NW,STE WASHINGTON, DC 20006 52-2304754	MEMBER ASSOC	501(C)(6)	$0.00	$0.00
FUTURES INDUSTRY ASSOCIATION, INC 2001 PENNSYLVANIA AVE NW,STE 6 WASHINGTON, DC 20006 13-5642275	MEMBERSHIP	501(C)(6)	$0.00	$0.00

Related organization	Primary activity	Subsection	Cash grants paid	Non-cash assistance
FUTURES INDUSTRY ASSOCIATION, INC. 2001 PENNSYLVANIA AVE, NW, STE WASHINGTON, DC 20006 13-5642275	MEMBERSHIP	501(C)(6)	$0.00	$0.00
FIA ASIA, INC. 2001 PENNSYLVANIA AVE, NW, STE WASHINGTON, DC 20006 35-2329304	MEMBER ASSOC	501(C)(6)	$0.00	$0.00
@ MARKETS ASSOCIATION 2001 PENNSYLVANIA AVE. STE 600 WASHINGTON, DC 20006 52-2304754	MEMBER ASSOC	501(C)(6)	$0.00	$0.00

The Institute for Financial Markets

We help people understand derivatives markets.

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

Ethics and AML Compliance Training

Smart Financial Regulation Events

Educational Programs

Where we work

How we listen

Financials

Revenue vs. expenses: breakdown

Liquidity in 2019 info

44.97

Months of cash in 2019 info

1.2

Fringe rate in 2019 info

8%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

The Institute for Financial Markets

The Institute for Financial Markets

The Institute for Financial Markets

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

President & CEO

Trish Foshee

Number of employees

The Institute for Financial Markets

Compensation data

The Institute for Financial Markets

Compensation data

The Institute for Financial Markets

Board of directors data

Michael Dawley

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Contractors

Related organizations & associated domestic grants

Liquidity in 2019

Months of cash in 2019

Fringe rate in 2019

Funding sources

Assets & liabilities