Form 990 for tax year 2022
Filed by BANK INSURANCE & SECURITIES ASSOCIATION.
Totals
- Total revenue
- $2,883,492
- Total expenses
- $3,009,949
- Contributions and grants received
- $0
- Grants paid
- $80,000
- Program service revenue
- $2,874,762
- Investment income
- $8,730
- Other revenue
- $0
- Total assets, end of year
- $3,273,998
- Total liabilities, end of year
- $1,198,393
- Net assets or fund balances, end of year
- $2,075,605
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,879,750 · related or exempt $1,879,750
-
2b · Program service revenue: ANNUAL MEETING
total $533,772 · related or exempt $533,772
-
2c · Program service revenue: OTHER MEETINGS
total $282,880 · related or exempt $282,880
-
2d · Program service revenue: DIGITAL & PRINT ADVERT
total $172,360 · unrelated business $172,360
-
2e · Program service revenue: WEBINAR REGISTRATIONS
total $6,000 · related or exempt $6,000
-
3 · Investment income
total $8,730 · excluded $8,730
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $80,000
-
11a · Fees: management
total $1,539,724
-
11b · Fees: legal
total $21,000
-
11c · Fees: accounting
total $16,050
-
11f · Fees: investment management
total $175
-
11g · Fees: other
total $274,408
-
13 · Office expenses
total $34,057
-
17 · Travel
total $78,176
-
19 · Conferences, conventions and meetings
total $944,478
-
23 · Insurance
total $8,714
-
24a · Other expenses: MISCELLANEOUS
total $8,984
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $3,038
-
24c · Other expenses: STORAGE
total $1,145
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,209,618 · end of year $801,209
-
2 · Savings and temporary cash investments
beginning of year $1,921,177 · end of year $1,929,732
-
4 · Accounts receivable
beginning of year $50,150 · end of year $120,924
-
9 · Prepaid expenses and deferred charges
beginning of year $250,692 · end of year $422,133
-
17 · Accounts payable and accrued expenses
beginning of year $51,325 · end of year $57,624
-
19 · Deferred revenue
beginning of year $1,178,250 · end of year $1,140,769
-
27 · Net assets without donor restrictions
beginning of year $2,202,062 · end of year $2,075,605
Mission and programs · 2022
Mission
TO INSPIRE AND SUPPORT MEMBER FIRMS AND FINANCIAL PROFESSIONALS WITHIN THE DEDICATED COMMUNITY OF BANKS, CREDIT UNIONS, AND INDUSTRY PARTNERS FOCUSED ON PROVIDING BEST-OF-CLASS, HOLISTIC LIFE PLANNING THROUGH WEALTH MANAGEMENT, TECHNOLOGY, INVESTMENT, AND INSURANCE SOLUTIONS.
-
ANNUAL MEETINGS - THE CONVENTION OFFERS AMPLE NETWORKING OPPORTUNITIES AS WELL AS CAREFULLY CURATED EDUCATION. IN ADDITION TO THESE CAPTIVATING KEYNOTES, ATTENDEES HAVE THE CHANCE TO ATTEND SEVERAL CONCURRENT SESSIONS AS WELL AS A SELECTION OF FOCUSED PEER GROUP SESSIONS.
-
MEMBERSHIP SERVICES - PROGRAM DESIGNED TO HELP SUPPORT AND FACILITATE MEMBERSHIP BENEFITS.
-
BISA PORTFOLIO - BISA PORTFOLIO PROVIDES INDUSTRY NEWS, INSIGHTS, RESEARCH AND FEATURES THROUGH AN ONLINE DIGITAL HUB, WEEKLY ENEWSLETTER AND ANNUAL PRINT PUBLICATION.
-
GOVERNANCE - BOARD CONVENES TO PROVIDE OVERSIGHT AND LEADERSHIP DUTIES.
-
DIVERSITY COMMITTEE AND INCLUSION - PROGRAM DESIGNED TO RESEARCH AND ENCOURAGE DIVERSITY AND INCLUSION WITHIN THE NON-PROFIT BANKING COMMUNITY.
-
GOVERNMENT RELATIONS - PROGRAM DESIGNED TO ENLIST LEGAL FIRMS TO HELP SUPPORT ADVOCACY EFFORTS AND CHANGE GOVERNMENT POLICIES WITHIN THE FINANCIAL INDUSTRY.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Frank A Consalo PresidentFRANK A CONSALO PRESIDENT
THEN PAST PRES. AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Michael Miroballi Pres -ElectMICHAEL MIROBALLI PRES -ELECT
THEN PRESIDENT AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Jane-Ellen Porter Vice PresJANE-ELLEN PORTER VICE PRES
THEN SECRETARY AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Richard KollRICHARD KOLL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
John OlerioJOHN OLERIO
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Kevin McCarthy Member ThenKEVIN MCCARTHY MEMBER THEN
VICE PRESIDENT AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Vance RichardVANCE RICHARD
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Arthur OsmanARTHUR OSMAN
TPM OFFICER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Kathy Burgess Tpm Officer-KATHY BURGESS TPM OFFICER-
ELECT, THEN TPM AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Jim Norwood Member ThenJIM NORWOOD MEMBER THEN
TPM-ELECT AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Chris RadzomCHRIS RADZOM
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Robert CorsarieROBERT CORSARIE
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Richard R GuerriniRICHARD R GUERRINI
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Wallace Harris JrWALLACE HARRIS JR
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Angela HollidayANGELA HOLLIDAY
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Tim KillgoarTIM KILLGOAR
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Kevin MummauKEVIN MUMMAU
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Tim B SeaseTIM B SEASE
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jonathon AllenJONATHON ALLEN
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Leann RummelLEANN RUMMEL
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jim FujinagaJIM FUJINAGA
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Pete DunlapPETE DUNLAP
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Stephen AmaranteSTEPHEN AMARANTE
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Steve FrankeSTEVE FRANKE
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Jay McAnellyJAY MCANELLY
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Jim NonnengardJIM NONNENGARD
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Jacinda NorvellJACINDA NORVELL
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Joe SkardaJOE SKARDA
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Lincoln YersinLINCOLN YERSIN
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Scott FordSCOTT FORD
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Pete DorseyPETE DORSEY
MEMBER AS OF MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Randy DardenRANDY DARDEN
MEMBER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Paul HainesPAUL HAINES
MEMBER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Paul HansenPAUL HANSEN
MEMBER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Richard MarshRICHARD MARSH
MEMBER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Dorothy MitchelDOROTHY MITCHEL
MEMBER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Veronica RinkVERONICA RINK
MEMBER UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 5
-
Jeffrey HartneyJEFFREY HARTNEY
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
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.
Grants on this return
-
CERULLI ASSOCIATES INC
$65,000
RESEARCH SPONSORSHIP TO GAIN POST-PANDEMIC INSIGHTS INTO THE FINANCIAL ADVISORS ATTITUDES AND PREFERENCES AS WELL AS AN UNDERSTANDING OF IMPORTANT FACTORS RELATED TO THE MANAGEMENT OF FINANCIAL ADVISORS.
-
KEHRER BIELAN RESEARCH & CONSULTING LLC
$15,000
TO CONDUCT A SURVEY TO INFORM THE ANALYSIS OF THE SCOPE OF THE INVESTMENT SERVICES BUSINESS OF BISA'S BANK AND CREDIT UNION MEMBERS.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323079349300007
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