Form 990 for tax year 2023
Filed by BANK INSURANCE & SECURITIES ASSOCIATION.
Totals
- Total revenue
- $3,082,477
- Total expenses
- $2,965,469
- Contributions and grants received
- $0
- Grants paid
- $152,750
- Program service revenue
- $2,993,931
- Investment income
- $88,546
- Other revenue
- $0
- Total assets, end of year
- $3,539,771
- Total liabilities, end of year
- $1,347,158
- Net assets or fund balances, end of year
- $2,192,613
- 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 $2,116,568 · related or exempt $2,116,568
-
2b · Program service revenue: ANNUAL MEETING
total $692,966 · related or exempt $692,966
-
2c · Program service revenue: DIGITAL & PRINT ADVERT
total $159,525 · unrelated business $159,525
-
2d · Program service revenue: OTHER MEETINGS
total $24,872 · related or exempt $24,872
-
3 · Investment income
total $88,546 · excluded $88,546
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $152,750
-
11a · Fees: management
total $1,608,010
-
11b · Fees: legal
total $13,500
-
11c · Fees: accounting
total $15,500
-
11f · Fees: investment management
total $175
-
11g · Fees: other
total $140,714
-
13 · Office expenses
total $37,285
-
17 · Travel
total $70,056
-
19 · Conferences, conventions and meetings
total $904,529
-
23 · Insurance
total $16,782
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $3,411
-
24b · Other expenses: STORAGE
total $1,510
-
24c · Other expenses: MISCELLANEOUS
total $1,247
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $801,209 · end of year $1,322,493
-
2 · Savings and temporary cash investments
beginning of year $1,929,732 · end of year $2,018,102
-
4 · Accounts receivable
beginning of year $120,924 · end of year $17,464
-
9 · Prepaid expenses and deferred charges
beginning of year $422,133 · end of year $181,712
-
17 · Accounts payable and accrued expenses
beginning of year $57,624 · end of year $42,368
-
19 · Deferred revenue
beginning of year $1,140,769 · end of year $1,304,790
-
27 · Net assets without donor restrictions
beginning of year $2,075,605 · end of year $2,192,613
Mission and programs · 2023
Mission
TO SUPPORT MEMBER FIRMS AND FINANCIAL PROFESSIONALS WITHIN DEPOSITORY INSTITUTIONS BY BUILDING A COMMUNITY AND PROVIDING FORUMS TO ENHANCE THEIR PROFESSIONALISM, KNOWLEDGE, AND PRODUCTIVITY TO HELP THEM BEST SERVE THEIR CLIENTS WITH A BROAD ARRAY OF FINANCIAL 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 MAGAZINE - 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 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Frank A ConsaloFRANK A CONSALO
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Michael MiroballiMICHAEL MIROBALLI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jane-Ellen PorterJANE-ELLEN PORTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Richard KollRICHARD KOLL
VICE PRESIDENT UNTIL FEBRUARY
- Total calculated
- $0
- Hours/week
- 5
-
John Olerio Vice PresidentJOHN OLERIO VICE PRESIDENT
UNTIL FEBRUARY, THEN PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 5
-
Kevin McCarthyKEVIN MCCARTHY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Vance RichardVANCE RICHARD
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Wallace Harris Jr MemberWALLACE HARRIS JR MEMBER
UNTIL FEBRUARY, THEN VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Leann Rummel Member UntilLEANN RUMMEL MEMBER UNTIL
FEBRUARY, THEN TMP OFFICER
- Total calculated
- $0
- Hours/week
- 5
-
Kathy BurgessKATHY BURGESS
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Robert CorsarieROBERT CORSARIE
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Angela HollidayANGELA HOLLIDAY
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
-
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
- Total calculated
- $0
- Hours/week
- 5
-
Jay McAnellyJAY MCANELLY
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jim NonnengardJIM NONNENGARD
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jacinda NorvellJACINDA NORVELL
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Joe SkardaJOE SKARDA
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Lincoln YersinLINCOLN YERSIN
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Scott FordSCOTT FORD
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Pete DorseyPETE DORSEY
MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Donald ClarkDONALD CLARK
MEMBER AS OF FEBRUARY
- Total calculated
- $0
- Hours/week
- 5
-
Stephen KruchtenSTEPHEN KRUCHTEN
MEMBER AS OF NOVEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Donna McNeelyDONNA MCNEELY
MEMBER AS OF FEBRUARY
- Total calculated
- $0
- Hours/week
- 5
-
Rebecca RobinsonREBECCA ROBINSON
MEMBER AS OF FEBRUARY
- Total calculated
- $0
- Hours/week
- 5
-
Tim KillgoarTIM KILLGOAR
MEMBER UNTIL NOVEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jim NorwoodJIM NORWOOD
MEMBER UNTIL FEBRUARY
- Total calculated
- $0
- Hours/week
- 5
-
Chris RadzomCHRIS RADZOM
MEMBER UNTIL FEBRUARY
- Total calculated
- $0
- Hours/week
- 5
-
Richard GuerriniRICHARD GUERRINI
MEMBER UNTIL FEBRUARY
- 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
$148,250
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432819349300433
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