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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

What is the revenue of Bank Insurance & Securities Association?

Bank Insurance & Securities Association's revenue in 2023 was $3,082,477.


Official website here: www.bisanet.org

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

There 128 volunteers at Bank Insurance & Securities Association.

Here are 35 key members and their salaries:


Frank A Consalo (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Miroballi (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jane-Ellen Porter (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Koll (Vice President Until February)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Olerio Vice President (Until February, Then President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Mccarthy (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vance Richard (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Wallace Harris Jr Member (Until February, Then Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leann Rummel Member Until (February, Then Tmp Officer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kathy Burgess (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Corsarie (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Angela Holliday (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
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)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jay Mcanelly (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Nonnengard (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jacinda Norvell (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Skarda (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lincoln Yersin (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Ford (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Pete Dorsey (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Donald Clark (Member As Of February)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephen Kruchten (Member As Of November)
  • Compensation: $0
  • Related: $0
  • Other: $0
Donna Mcneely (Member As Of February)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rebecca Robinson (Member As Of February)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim Killgoar (Member Until November)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Norwood (Member Until February)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Radzom (Member Until February)
  • Compensation: $0
  • Related: $0
  • Other: $0
Richard Guerrini (Member Until February)
  • 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 2023 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
$3,082,477 (2023)
Expenses
$2,965,469 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $88,546
  • Program Service Revenue: $2,993,931
  • Gross Receipts: $3,082,477

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

$2,116,568

ANNUAL MEETING

Revenue

$692,966

DIGITAL & PRINT ADVERT

Revenue

$159,525

OTHER MEETINGS

Revenue

$24,872

Organization Details

Founding Year

2002

Principal Officer

Jeffrey Hartney

NTEE Category

Code: S41 - Community improvement

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