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← BANK POLICY INSTITUTE

Form 990 for tax year 2023

Filed by BANK POLICY INSTITUTE.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 2 April 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$32,389,289 changed to $31,509,714
Other revenue
$684,722 changed to -$194,853

Totals

Total revenue
$32,389,289
Total expenses
$31,663,890
Contributions and grants received
$0
Grants paid
$190,000
Program service revenue
$31,344,062
Investment income
$360,505
Other revenue
$684,722
Total assets, end of year
$49,419,204
Total liabilities, end of year
$34,965,137
Net assets or fund balances, end of year
$14,454,067
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

    Total calculated
    $0
    Hours/week
    1

  • Bharat Masrani

    Director (beginning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Bill Demchak

    Director (beginning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Bill Rogers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Fairbank

    Director (January 2023 - June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Robin Vince

    Director

    Total calculated
    $0
    Hours/week
    1

  • David McKay

    Director (beginning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Ron O'Hanley

    Director (beginning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Darryl White

    Director (beginning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Colm Kelleher

    Director (beginning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Bruce Van Saun

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tim Spence

    Director (January 2023 - June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Jean Laurent-Bonnafe

    Director (January 2023 - June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Kanetsugu Mike

    Director (January 2023 - June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Rene Jones

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Gorman

    Director (begininning July 2023)

    Total calculated
    $0
    Hours/week
    1

  • Steve Steinour

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Turner

    Director (January 2023 - June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Bryan Jordan

    Director (January 2023 - June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Greg Baer

    President & CEO

    Total calculated
    $3,046,607
    From this org
    $2,983,900
    From related orgs
    $0
    Other
    $62,707
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $674,000
    Bonus
    $2,300,000
    Other
    $9,900
    Deferred
    $22,500
    Nontaxable benefits
    $40,207
    Filer's total
    $3,046,607

  • Kate Childress

    EVP, Public Affairs

    Total calculated
    $1,184,793
    From this org
    $1,153,614
    From related orgs
    $0
    Other
    $31,179
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $675,026
    Bonus
    $475,000
    Other
    $3,588
    Deferred
    $30,000
    Nontaxable benefits
    $1,179
    Filer's total
    $1,184,793

  • John Court

    EVP GC, Head of Reg Aff & COO

    Total calculated
    $1,080,524
    From this org
    $1,017,806
    From related orgs
    $0
    Other
    $62,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $590,769
    Bonus
    $425,000
    Other
    $2,037
    Deferred
    $22,500
    Nontaxable benefits
    $40,218
    Filer's total
    $1,080,524

  • Bill Nelson

    EVP & Chief Economist

    Total calculated
    $1,088,529
    From this org
    $1,052,082
    From related orgs
    $0
    Other
    $36,447
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $471,573
    Bonus
    $575,000
    Other
    $5,509
    Deferred
    $30,000
    Nontaxable benefits
    $6,447
    Filer's total
    $1,088,529

  • Chris Feeney

    EVP & President, BITS

    Total calculated
    $880,852
    From this org
    $819,596
    From related orgs
    $0
    Other
    $61,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $518,478
    Bonus
    $285,000
    Other
    $16,118
    Deferred
    $30,000
    Nontaxable benefits
    $31,256
    Filer's total
    $880,852

  • Francisco Covas

    EVP, Head of Research

    Total calculated
    $895,219
    From this org
    $832,501
    From related orgs
    $0
    Other
    $62,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $530,681
    Bonus
    $300,000
    Other
    $1,820
    Deferred
    $22,500
    Nontaxable benefits
    $40,218
    Filer's total
    $895,219

  • Paige Pidano

    SVP, Senior Associate General Counsel

    Total calculated
    $701,469
    From this org
    $639,606
    From related orgs
    $0
    Other
    $61,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $407,907
    Bonus
    $230,000
    Other
    $1,699
    Deferred
    $22,500
    Nontaxable benefits
    $39,363
    Filer's total
    $701,469

  • Edward Hill

    SVP, Head of Government Relations

    Total calculated
    $645,919
    From this org
    $583,942
    From related orgs
    $0
    Other
    $61,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,915
    Bonus
    $215,000
    Other
    $4,027
    Deferred
    $22,500
    Nontaxable benefits
    $39,477
    Filer's total
    $645,919

  • Gregg Rozanksy

    SVP, Senior Associate General Counsel

    Total calculated
    $601,955
    From this org
    $570,776
    From related orgs
    $0
    Other
    $31,179
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,872
    Bonus
    $199,000
    Other
    $1,904
    Deferred
    $30,000
    Nontaxable benefits
    $1,179
    Filer's total
    $601,955

  • Brett Waxman

    SVP, Senior Associate General Counsel

    Total calculated
    $605,659
    From this org
    $546,492
    From related orgs
    $0
    Other
    $59,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $345,722
    Bonus
    $200,000
    Other
    $770
    Deferred
    $22,500
    Nontaxable benefits
    $36,667
    Filer's total
    $605,659

  • Sean Oblack

    SVP, Head of Communications

    Total calculated
    $548,775
    From this org
    $486,057
    From related orgs
    $0
    Other
    $62,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $378,823
    Bonus
    $105,000
    Other
    $2,234
    Deferred
    $22,500
    Nontaxable benefits
    $40,218
    Filer's total
    $548,775

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
2023
Filed
2 October 2024
IRS schema version
2023v5.1
Source object
202442769349300714

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