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BANK INSURANCE & SECURITIES ASSOCIATION

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Public IRS 990 nonprofit record

BANK INSURANCE & SECURITIES ASSOCIATION

EIN 52-2385104 · Chambers of Commerce & Business Leagues (S41)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders40 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$92.62spent for every $100 of revenueRevenue covered expenses this year.
$1.25in assets for every $1 spent this yearSome assets cannot be spent right away.

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  3. Is this really the charity? Give only through its official website or confirmed phone number.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$3,135,160
Expenses$2,903,922
Annual surplus $231,238 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$3,135,160
Expenses$2,903,922
Assets$3,640,821
Income$3,135,160
Grants given$340,750
Average grant$68,150
Accounting fees$16,300
Investing fees$175
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (40)

ROB HUNTMEMBER AS OF MARCH

KEVIN MUMMAUMEMBER

LEANN RUMMELTMP OFFICER

LINCOLN YERSINMEMBER UNTIL MARCH

MERRILL STEWARTMEMBER AS OF MARCH

MICHAEL MIROBALLI PRESIDENTUNTIL MARCH, THEN PAST PRESIDENT

MITCHELL BELLMEMBER AS OF MARCH

PETE DORSEYMEMBER UNTIL MARCH

PETE DUNLAPMEMBER

REBECCA ROBINSONMEMBER

KEVIN MCCARTHYVICE PRESIDENT

ROBERT CORSARIEMEMBER

SCOTT FORDMEMBER

SOLOMON SCHMIDTMEMBER AS OF MARCH

STEPHEN AMARANTETMP OFFICER ELECT

STEPHEN KRUCHTENMEMBER

STEVE FRANKEMEMBER UNTIL MARCH

TIM B SEASEMEMBER

VANCE RICHARDTREASURER

WALLACE HARRIS JRVICE PRESIDENT

JEFF WEINERMEMBER AS OF MARCH

ANGELA HOLLIDAYMEMBER

DAVID CHANMEMBER AS OF MARCH

DIANE YOUNGMEMBER AS OF MARCH

DONALD CLARKMEMBER

DONNA MCNEELYMEMBER

FRANK A CONSALOPAST PRESIDENT UNTIL MARCH

JACINDA NORVELLMEMBER

JANE-ELLEN PORTERSECRETARY

JAY MCANELLYMEMBER

ALEX SARAFIANOSMEMBER AS OF MARCH

JEFFREY HARTNEYEXECUTIVE DIRECTOR

JIM FUJINAGAMEMBER UNTIL MARCH

JIM NONNENGARDMEMBER UNTIL MARCH

JOE SKARDAMEMBER UNTIL MARCH

JOHN OLERIO PRESIDENT ELECTUNTIL MARCH, THEN PRESIDENT

JONATHON ALLENMEMBER

JULIE BATESMEMBER AS OF MARCH

KATHY BURGESSMEMBER

KEN HULLINGSMEMBER AS OF MARCH

About this charity

Recognized since
January 2003
Location
2001 K ST NW STE 3 # NORTH, WASHINGTON, DC 20006-1072
County
District of Columbia
In care of
JEFFREY HARTNEY
Primary officer
JEFFREY HARTNEY, EXECUTIVE DIRECTOR

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
JM&M
NTEE classification
Chambers of Commerce & Business Leagues (S41)
IRS tax category
Chambers of Commerce & Business Leagues
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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