SCommunity Improvement & Capacity BuildingEIN: 200587793· Ruling Year: 2004

Financial Services Institute Inc

Washington, District of Columbia

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.51×
Peer Median2.76×
💰
$11.0M
Total Revenue
📊
$10.9M
Total Expenses
🏦
$5.6M
Net Assets
📋
$10.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.4%
Year-over-year change (2022 → 2023)
Net Margin
+0.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.51
Net assets divided by total expenses
Liabilities-to-Assets
64.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$10,995,6003%$10,920,4806%$15,672,5231%
2022$10,638,88112%$10,345,88212%$15,775,4423%
2021$9,484,77411%$9,207,3367%$15,307,7295%
2020$10,710,6173%$9,925,4426%$14,528,9414%
2019$10,363,7574%$9,390,1175%$15,063,13315%
2018$9,959,2804%$8,908,6531%$13,114,954109%
2017$9,600,2553%$9,017,3914%$6,273,5286%
2016$9,354,7192%$8,644,1856%$5,935,66820%
2015$9,571,95319%$9,180,60720%$4,966,8282%
2014$8,044,72416%$7,640,67211%$4,851,08355%
2013$6,925,19229%$6,913,37421%$3,122,94136%
2012$5,379,73637%$5,736,53023%$4,909,87828%
2011$3,923,040$4,669,339$3,841,004

Frequently Asked Questions

What does Financial Services Institute Inc do?

Financial Services Institute Inc 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 Institute Inc financially healthy?

Based on our 9-metric Financial Health Score model, Financial Services Institute Inc has a score of 54/100 (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 Institute Inc generate?

Financial Services Institute Inc reports $12.1M in annual revenue and holds $15.1M in total assets, based on IRS filings.