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Nonprofit · EIN 27-5101864

FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC

Tax-exempt · TAMPA, FL 33602

Financials

$170K$166K2023$200K$202K2024$176K$159K2025
Revenue Expenses · by fiscal year end
Financials of FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$175,500$159,455$16,045$250,434$25,615$224,819
December 31, 2024990$200,000$202,097-$2,097$253,814$45,040$208,774
December 31, 2023990-EZ$169,500$166,480$3,020$233,163$22,292$210,871
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$175,500

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$15,353
Other expenses
$144,102

Balance sheet and other

Total assets, start of year
$253,814
Total assets, end of year
$250,434
Total liabilities, end of year
$25,615
Net assets, end of year
$224,819
Cash, savings and investments
$249,680
Gross receipts
$175,500

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LISSA MILLER CHAIR EMERITUSChairman3$0
SALLY WILSON 1ST VICE CHAIRVice President3$0
ROBERT SIMPSON CHAIRChairman3$0
TJ LEWIS 2ND VICE CHAIRVice President3$0
LANISHA MULLIN TREASURERTreasurer3$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
LISSA MILLER CHAIR EMERITUSChairman
Trustee or director
0$0
SALLY WILSON 1ST VICE CHAIRVice President
Trustee or director
3$0
ROBERT SIMPSON CHAIRChairman
Trustee or director
3$0
KEVIN DEESE 2ND VICE CHAIRVice President
Trustee or director
3$0
ROSI HASAN TREASURERTreasurer
Trustee or director
3$0
990-EZ for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
LISSA MILLER CHAIR EMERITUSChairman3$0
SALLY WILSON 1ST VICE CHAIRVice President3$0
ROBERT SIMPSON CHAIRChairman3$0
KEVIN DEESE 2ND VICE CHAIRVice President3$0
ANISHA JACKSON SECRETARYSecretary3$0
ROSI HASAN TREASURERTreasurer3$0

Address and contacts

Address (IRS master file)
625 E TWIGGS STREET 1000, TAMPA, FL 33602-3910
In care of
% LISA MILLER
Signed the 990-EZ
ROBERT SIMPSON, Chairman
Phone
(312) 723-5916
Return prepared by
WEBB CPA GROUP LTD

Mission

FSRSD IS ORGANIZED TO ADVANCE SUPPLIER ENGAGEMENT AND TRANSFORM SUPPLIER PROGRAMS IN THE FINANCIAL SERVICES INDUSTRY

990-EZ for the year ended December 31, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
27-5101864
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2012
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$250,434
Income (IRS master file)
$175,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$175,500$159,455$250,434XML
990December 2024$200,000$202,097$253,814XML
990-EZDecember 2023$169,500$166,480$233,163XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-5101864).

Questions about FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC

What is the EIN of FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC?
The employer identification number (EIN) of FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC is 27-5101864.
Is FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2012.
Are donations to FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does FINANCIAL SERVICES ROUNDTABLE FOR SUPPLIER DIVERSITY INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $175,500, expenses of $159,455 and total assets of $250,434 at year end.

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