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Nonprofiteer
← BANK POLICY INSTITUTE

Form 990 for tax year 2024

Filed by BANK POLICY INSTITUTE.

Totals

Total revenue
$35,312,939
Total expenses
$34,116,822
Contributions and grants received
$0
Grants paid
$225,000
Program service revenue
$33,538,076
Investment income
$1,274,419
Other revenue
$500,444
Total assets, end of year
$48,770,558
Total liabilities, end of year
$33,196,717
Net assets or fund balances, end of year
$15,573,841
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • Jamie Dimon

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Brian Moynihan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jane Fraser

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charlie Scharf

    Director

    Total calculated
    $0
    Hours/week
    1

  • Andy Cecere

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Bharat Masrani

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bill Demchak

    Director

    Total calculated
    $0
    Hours/week
    1

  • David McKay

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ron O'Hanley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Darryl White

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Colm Kelleher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Gorman

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Robin Vince

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Bill Rogers

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Bruce Van Saun

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Steve Steinour

    Director (Ended June 2024)

    Total calculated
    $0
    Hours/week
    1

  • Rene Jones

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Solomon

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • CS Venkatakrishnan

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • Richard Fairbank

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • Rick Wurster

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • Tim Spence

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • Kanetsugu Mike

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • John Turner

    Director (Starting July 2024)

    Total calculated
    $0
    Hours/week
    1

  • Greg Baer

    President & CEO

    Total calculated
    $3,182,912
    From this org
    $3,119,362
    From related orgs
    $0
    Other
    $63,550
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $694,462
    Bonus
    $2,415,000
    Other
    $9,900
    Deferred
    $23,000
    Nontaxable benefits
    $40,550
    Filer's total
    $3,182,912

  • Kate Childress

    EVP, Public Affairs

    Total calculated
    $1,198,466
    From this org
    $1,166,987
    From related orgs
    $0
    Other
    $31,479
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $696,384
    Bonus
    $463,674
    Other
    $6,929
    Deferred
    $30,500
    Nontaxable benefits
    $979
    Filer's total
    $1,198,466

  • John Court

    EVP General Counsel and COO

    Total calculated
    $1,179,692
    From this org
    $1,114,464
    From related orgs
    $0
    Other
    $65,228
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $613,615
    Bonus
    $497,600
    Other
    $3,249
    Deferred
    $23,000
    Nontaxable benefits
    $42,228
    Filer's total
    $1,179,692

  • Bill Nelson

    EVP & Chief Economist

    Total calculated
    $1,071,909
    From this org
    $1,035,062
    From related orgs
    $0
    Other
    $36,847
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $486,846
    Bonus
    $540,000
    Other
    $8,216
    Deferred
    $30,500
    Nontaxable benefits
    $6,347
    Filer's total
    $1,071,909

  • Francisco Covas

    EVP & President, BITS

    Total calculated
    $1,067,749
    From this org
    $1,002,599
    From related orgs
    $0
    Other
    $65,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $551,692
    Bonus
    $448,000
    Other
    $2,907
    Deferred
    $23,000
    Nontaxable benefits
    $42,150
    Filer's total
    $1,067,749

  • Chris Feeney

    EVP, Head of Research

    Total calculated
    $894,774
    From this org
    $833,256
    From related orgs
    $0
    Other
    $61,518
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $530,154
    Bonus
    $285,000
    Other
    $18,102
    Deferred
    $30,500
    Nontaxable benefits
    $31,018
    Filer's total
    $894,774

  • Paige Pidano

    SVP, ST Assoc GC & C0-head of Reg Affairs

    Total calculated
    $647,882
    From this org
    $586,272
    From related orgs
    $0
    Other
    $61,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,923
    Bonus
    $187,556
    Other
    $1,793
    Deferred
    $23,000
    Nontaxable benefits
    $38,610
    Filer's total
    $647,882

  • Brett Waxman

    SVP, Senior Associate General Counsel

    Total calculated
    $600,737
    From this org
    $540,727
    From related orgs
    $0
    Other
    $60,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,923
    Bonus
    $180,000
    Other
    $804
    Deferred
    $23,000
    Nontaxable benefits
    $37,010
    Filer's total
    $600,737

  • Gregg Rozanksy

    SVP, Senior Associate General Counsel

    Total calculated
    $570,296
    From this org
    $538,817
    From related orgs
    $0
    Other
    $31,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $373,692
    Bonus
    $163,200
    Other
    $1,925
    Deferred
    $30,500
    Nontaxable benefits
    $979
    Filer's total
    $570,296

  • Sean Oblack

    SVP, Head of Communications

    Total calculated
    $586,118
    From this org
    $524,508
    From related orgs
    $0
    Other
    $61,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,230
    Bonus
    $101,000
    Other
    $2,278
    Deferred
    $23,000
    Nontaxable benefits
    $38,610
    Filer's total
    $586,118

  • Tabitha Edgens

    SVP, SR. Assoc GC & CO-Head of Reg Affairs

    Total calculated
    $508,039
    From this org
    $479,389
    From related orgs
    $0
    Other
    $28,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,615
    Bonus
    $111,136
    Other
    $1,638
    Deferred
    $23,000
    Nontaxable benefits
    $5,650
    Filer's total
    $508,039

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • fTLD Registry Services LLC

    Unrelated · Operate financial services TLDs to promote safety and security. · DE · 33.33% owned · general or managing partner

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349301910

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