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BANK INSURANCE & SECURITIES ASSOCIATION

EIN 52-2385104 WASHINGTON, DC

Revenue 2023
$3,082,477
Expenses 2023
$2,965,469

As filed

Subsection
06
NTEE code
S41
Classification
1000
Street
2001 K ST NW STE 3 # NORTH

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

14 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 3). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

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.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Frank A Consalo

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Michael Miroballi

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Jane-Ellen Porter

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Richard Koll

    VICE PRESIDENT UNTIL FEBRUARY

    Total calculated
    $0
    Hours/week
    5
  • John Olerio Vice President

    UNTIL FEBRUARY, THEN PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5
  • Kevin McCarthy

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Vance Richard

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Wallace Harris Jr Member

    UNTIL FEBRUARY, THEN VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Leann Rummel Member Until

    FEBRUARY, THEN TMP OFFICER

    Total calculated
    $0
    Hours/week
    5
  • Kathy Burgess

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Robert Corsarie

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Angela Holliday

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Kevin Mummau

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Tim B Sease

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Jonathon Allen

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Jim Fujinaga

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Pete Dunlap

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Stephen Amarante

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Steve Franke

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Jay McAnelly

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Jim Nonnengard

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Jacinda Norvell

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Joe Skarda

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Lincoln Yersin

    MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Scott Ford

    MEMBER

    Total calculated
    $0
    Hours/week
    5

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $3,082,477
    Expenses
    $2,965,469
    Contributions
    $0
    Grants paid
    $152,750
  • 2022
    Revenue
    $2,883,492
    Expenses
    $3,009,949
    Contributions
    $0
    Grants paid
    $80,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $1,919,474
    Expenses
    $1,671,448
    Assets (EOY)
    $3,431,637
  • 2020 · 990

    Revenue
    $2,526,318
    Expenses
    $2,457,324
    Assets (EOY)
    $2,975,136
  • 2019 · 990

    Revenue
    $2,578,013
    Expenses
    $2,630,461
    Assets (EOY)
    $2,967,886
  • 2018 · 990

    Revenue
    $2,307,274
    Expenses
    $2,371,168
    Assets (EOY)
    $3,080,855
  • 2017 · 990

    Revenue
    $2,606,335
    Expenses
    $2,502,429
    Assets (EOY)
    $3,132,369
  • 2016 · 990

    Revenue
    $2,457,531
    Expenses
    $2,440,253
    Assets (EOY)
    $3,211,314
  • 2015 · 990

    Revenue
    $2,579,235
    Expenses
    $2,339,365
    Assets (EOY)
    $2,912,555
  • 2014 · 990

    Revenue
    $2,436,884
    Expenses
    $2,270,559
    Assets (EOY)
    $2,584,977
  • 2013 · 990

    Revenue
    $2,476,404
    Expenses
    $2,199,700
    Assets (EOY)
    $2,243,322
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $2,141,297
    Assets (EOY)
    $1,866,779

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • CERULLI ASSOCIATES INC

    $148,250

    2023 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.

  • CERULLI ASSOCIATES INC

    $65,000

    2022 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

    2022 TO CONDUCT A SURVEY TO INFORM THE ANALYSIS OF THE SCOPE OF THE INVESTMENT SERVICES BUSINESS OF BISA'S BANK AND CREDIT UNION MEMBERS.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.