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Bank Insurance & Securities Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 522385104 ✦ Washington, DC ✦ Designated as a 501(c)(6)

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Overview

What is Bank Insurance & Securities Association?

Bank Insurance & Securities Association is a nonprofit organization situated in Washington D.C., specifically at 2001 K Street NW, 3rd Floor North. The primary objective of this association is to empower and encourage member firms and financial professionals within the banking, credit union, and industry partner community. By focusing on providing top-tier, holistic life planning solutions through wealth management, technology, investment, and insurance services, they aim to deliver best-of-class support. Their annual meetings offer ample networking opportunities and carefully curated education, featuring captivating keynotes, concurrent sessions, and peer group discussions.


Official website here: www.bisanet.org

Is Bank Insurance & Securities Association legitimate?

Bank Insurance & Securities Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Bank Insurance & Securities Association submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.bisanet.org

What is the mission statement of Bank Insurance & Securities Association?

The Bank Insurance & Securities Association's mission is to inspire and support member firms and financial professionals within the dedicated community of banks, credit unions, and industry partners. This community is focused on providing best-of-class, holistic life planning solutions through wealth management, technology, investment, and insurance services. The association aims to foster an environment where these professionals can collaborate and learn from each other, enhancing their abilities to serve their clients effectively. Annual meetings offer ample networking opportunities and carefully curated education, providing attendees with captivating keynotes, various concurrent sessions, and focused peer group sessions.


Official website here: www.bisanet.org

Who is the CEO of Bank Insurance & Securities Association?

Jeffrey Hartney is the Then Past Pres. As Of March of Bank Insurance & Securities Association.


Official website here: www.bisanet.org

What is the revenue of Bank Insurance & Securities Association?

Bank Insurance & Securities Association's revenue in 2022 was $2,883,492.


Official website here: www.bisanet.org

Who are the executives of Bank Insurance & Securities Association and what are their salaries?

There 90 volunteers at Bank Insurance & Securities Association.


Here are 38 key members and their salaries:


Frank A Consalo President (Then Past Pres. As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Miroballi Pres -Elect (Then President As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jane-Ellen Porter Vice Pres (Then Secretary As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Koll (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Olerio (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Mccarthy Member Then (Vice President As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vance Richard (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Arthur Osman (Tpm Officer Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathy Burgess Tpm Officer- (Elect, Then Tpm As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Norwood Member Then (Tpm-Elect As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Radzom (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Corsarie (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard R Guerrini (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Wallace Harris Jr (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Angela Holliday (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim Killgoar (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Mummau (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim B Sease (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jonathon Allen (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leann Rummel (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Fujinaga (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Pete Dunlap (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephen Amarante (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Franke (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jay Mcanelly (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Nonnengard (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jacinda Norvell (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Skarda (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lincoln Yersin (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Ford (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Pete Dorsey (Member As Of March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Randy Darden (Member Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Haines (Member Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Hansen (Member Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Marsh (Member Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dorothy Mitchel (Member Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Veronica Rink (Member Until March)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeffrey Hartney (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.bisanet.org

Where can I find the form 990 for Bank Insurance & Securities Association?

Bank Insurance & Securities Association's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.bisanet.org

Learn more at the official website: www.bisanet.org

Mission Statement of Bank Insurance & Securities Association

Bank Insurance & Securities Association, abbreviated as BISA, is an organization with a mission to inspire and support its members, which primarily consist of banks, credit unions, and industry partners. The association focuses on empowering these financial professionals to deliver best-of-class, holistic life planning solutions through wealth management, technology, investment, and insurance services. By providing a dedicated community, BISA aims to help its members offer comprehensive financial planning to their clients, ensuring they have all the tools necessary to navigate their financial journeys effectively.

In pursuit of this mission, BISA organizes annual meetings that offer a wealth of networking opportunities and educational sessions. Attendees can participate in captivating keynote speeches, attend various concurrent sessions, and engage in focused peer group discussions. These events not only equip members with the latest industry insights but also foster a sense of camaraderie and collaboration within the BISA community. By fostering a supportive environment and promoting ongoing professional development, BISA plays a crucial role in helping its members deliver expert financial advice and services to their clients.

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Impact




October, 2024

The Bank Insurance & Securities Association (BISA) significantly influences the financial services landscape by fostering a collaborative community among banks, credit unions, and industry partners. It inspires and supports its member firms and financial professionals to deliver comprehensive life planning and wealth management solutions. Through its annual meetings, BISA creates invaluable networking opportunities and educational experiences, connecting professionals with insights on best practices in technology, investment, and insurance. By curating keynotes and focused peer group sessions, BISA not only enhances the knowledge base but also encourages innovation and excellence within the industry, ultimately contributing to improved financial services for consumers and businesses alike.




This information is meant to be a general summary of Bank Insurance & Securities Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$2,883,492 (2022)
Expenses
$3,009,949 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $8,730
  • Program Service Revenue: $2,874,762
  • Gross Receipts: $2,883,492

Assets and Liabilities:

  • Total Assets: $3,273,998
  • Total Liabilities: $1,198,393
  • Net Assets: $2,075,605

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$1,879,750

ANNUAL MEETING

Revenue

$533,772

OTHER MEETINGS

Revenue

$282,880

DIGITAL & PRINT ADVERT

Revenue

$172,360

WEBINAR REGISTRATIONS

Revenue

$6,000

Organization Details

Founding Year

2002

Principal Officer

Jeffrey Hartney

Main Address

2001 K STREET NW 3RD FLOOR NORTH, WASHINGTON, DC, 20006

NTEE Category

Code: S41 - Community improvement

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