Financial Services Roundtable for Supplier Diversity Inc
Nonprofit profile at a glance
- EIN
- 275101864
- IRS 990-EZ coverage
- 2011–2025
- Forms available
- Form 990 2024, Form 990-EZ 2025
- Location
- Tampa, FL, USA
- Phone
- 3127235916
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $175,500
- Expenses
- $159,455
- Assets
- $250,434
- Liabilities
- $25,615
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- SALLY WILSON 1ST VICE CHAIR (Vice President)
- TJ LEWIS 2ND VICE CHAIR (Vice President)
People named in this filing
- LISSA MILLER CHAIR EMERITUS (Chairman)
- SALLY WILSON 1ST VICE CHAIR (Vice President)
- ROBERT SIMPSON CHAIR (Chairman)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Fsrsd is organized to advance supplier engagement and transform supplier programs in the financial services industry
What it reported doing in 2025
Frsrd provides a forum for its members to advance supplier engagement through educational events, industry collaboration, thought leadership, and the exchange of leading practices that strengthen supplier programs and deliver impact in the financial services industry
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 56
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 9.1%; rating input score 53; 53rd percentile among comparable filings
- Total-asset coverage ratio: 1.57; rating input score 73; 73rd percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 21; 21st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 16.3% per year; rating input score 100; 70th percentile among comparable filings
- Revenue growth: 6.3% per year; rating input score 100; 50th percentile among comparable filings
- Asset growth: 11.8% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 53/100.
- High — Sustainability: Liabilities to assets ratio scored 21/100.