FINANCIAL SERVICES INSTITUTE INC
EIN 20-0587793 · Chambers of Commerce & Business Leagues (S41)
What they do
FINANCIAL SERVICES INSTITUTES MISSION is to CREATE A HEALTHIER REGULATORY ENVIRONMENT for INDEPENDENT BROKER-DEALERS and THEIR AFFILIATED INDEPENDENT FINANCIAL ADVISORS THROUGH AGGRESSIVE and EFFECTIVE ADVOCACY, EDUCATION and PUBLIC AWARENESS.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2025The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders29 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $1,583,870 for DAVID BELLAIRE (EXEC VP & GENERAL COUNSEL). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (29)
DAVID BELLAIREEXEC VP & GENERAL COUNSEL
DALE BROWNPRESIDENT & CEO
BRETT MCALLISTERSVP, FINANCE, OPS & BUS ST
MICHELLE ALLGAUERSVP, EDUCATION & ENG
KATHRYN ANDERSONSVP, GROWTH & STRAT PART
ROBIN TRAXLERSVP, POLICY & DEP GEN CO
HANNA LAVERLEGISLATIVE AFFAIRS & SENIOR COUNSEL
RENEE BARNETTVP, FED REG AFFAIRS
MARY STEELEMEMBER
JAMIE PRICEPAST CHAIR
ROB MOLINARIMEMBER
ROBERT MILMOREMEMBER
SHANNON REIDMEMBER
STEPHEN LANGLOISFSI PAC CHAIR
THOMAS MCCARTNEYMEMBER
TIM STINSONCHAIR
VON COOKFINANCE CHAIR
MARK STEFFEMEMBER
LIBET ANDERSONMEMBER
ADAM MALAMEDMEMBER
GARY BAKERMEMBER
EMILY SCHLOSSERMEMBER
ED FORSTMEMBER
DAVID KNOCHMEMBER
CHRISTINE BYRNEVICE CHAIR
CHRIS PERRYMEMBER
BEN WUERFFELMEMBER
AMY WEBBERMEMBER
ALEX DAVIDMEMBER
About this charity
- Recognized since
- January 2004
- Location
- 1201 PENNSYLVANIA AVE NW 700, WASHINGTON, DC 20004
- County
- District of Columbia
- In care of
- DALE BROWN
- Primary officer
- DALE BROWN, PRESIDENT & CEO
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990
- Tax preparer
- RENNER AND COMPANY CPA PC
- NTEE classification
- Chambers of Commerce & Business Leagues (S41)
- IRS tax category
- Chambers of Commerce & Business Leagues