Bank Insurance & Securities Association

WASHINGTON, DC EIN: 52-2385104 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$3.6M

+2.9% YoY

Annual Giving

-100.0% YoY

Grant Count

0

-100.0% YoY

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$862K$2M$3M$3M20202021202220232024
Metric202420232022
Total Assets$3,640,821$3,539,771$3,273,998
Revenue$3,135,160$3,082,477$2,883,492
Expenses$2,903,922$2,965,469$3,009,949
Qualifying Distributions
Net Investment Income$100,398$88,546$8,730
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$74K$111K$148K1 grants20201 grants20212 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

2<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bank Insurance & Securities Association fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL MIROBALLI PRESIDENTUNTIL MARCH, THEN PAST PRESIDENT5
JOHN OLERIO PRESIDENT ELECTUNTIL MARCH, THEN PRESIDENT5
FRANK A CONSALOPAST PRESIDENT UNTIL MARCH5
KEVIN MCCARTHYVICE PRESIDENT5
WALLACE HARRIS JRVICE PRESIDENT5
JANE-ELLEN PORTERSECRETARY5
VANCE RICHARDTREASURER5
LEANN RUMMELTMP OFFICER5
STEPHEN AMARANTETMP OFFICER ELECT5
ROBERT CORSARIEMEMBER5
ANGELA HOLLIDAYMEMBER5
KEVIN MUMMAUMEMBER5
TIM B SEASEMEMBER5
JONATHON ALLENMEMBER5
PETE DUNLAPMEMBER5
KATHY BURGESSMEMBER5
JAY MCANELLYMEMBER5
JACINDA NORVELLMEMBER5
SCOTT FORDMEMBER5
DONALD CLARKMEMBER5
STEPHEN KRUCHTENMEMBER5
DONNA MCNEELYMEMBER5
REBECCA ROBINSONMEMBER5
JULIE BATESMEMBER AS OF MARCH5
MITCHELL BELLMEMBER AS OF MARCH5
DAVID CHANMEMBER AS OF MARCH5
KEN HULLINGSMEMBER AS OF MARCH5
ROB HUNTMEMBER AS OF MARCH5
ALEX SARAFIANOSMEMBER AS OF MARCH5
SOLOMON SCHMIDTMEMBER AS OF MARCH5
MERRILL STEWARTMEMBER AS OF MARCH5
JEFF WEINERMEMBER AS OF MARCH5
DIANE YOUNGMEMBER AS OF MARCH5
PETE DORSEYMEMBER UNTIL MARCH5
JIM NONNENGARDMEMBER UNTIL MARCH5
JOE SKARDAMEMBER UNTIL MARCH5
LINCOLN YERSINMEMBER UNTIL MARCH5
STEVE FRANKEMEMBER UNTIL MARCH5
JIM FUJINAGAMEMBER UNTIL MARCH5
JEFFREY HARTNEYEXECUTIVE DIRECTOR40

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

BostonChapel Hill

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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