Bank Insurance & Securities Association
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.
Bank Insurance & Securities Association at a glance
- Total assets
- $3,640,821
- +2.9% vs 2023
- Revenue (2024)
- $3,135,160
- +1.7% vs 2023
- Net investment income (2024)
- $100,398
- +13.4% vs 2023
- Expenses (2024)
- $2,903,922
- -2.1% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Bank Insurance & Securities Association funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Bank Insurance & Securities Association gives
- Giving grew 249% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $43K (2020) to $148K (2023). In 2023 it made 1 grant totaling $148K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cerulli Associates Inc Boston, MA | 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. | $148,250 |
Ready to take the next step with Bank Insurance & Securities Association?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $3,640,821 | $3,135,160 | $2,903,922 | — | — | $100,398 |
| 2023 | $3,539,771 | $3,082,477 | $2,965,469 | $148,250 | 1 | $88,546 |
| 2022 | $3,273,998 | $2,883,492 | $3,009,949 | $80,000 | 2 | $8,730 |
| 2021 | $3,431,637 | $1,919,474 | $1,671,448 | $70,000 | 1 | $5,481 |
| 2020 | $2,975,136 | $2,526,318 | $2,457,324 | $42,500 | 1 | $26,324 |
About Bank Insurance & Securities Association
Based on IRS filings
Bank Insurance & Securities Association is a public charity focused on Community Improvement & Capacity Building, based in Washington, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. Net investment income was $100K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Bank Insurance & Securities Association is led by Jeffrey Hartney, Executive Director on every filing since 2020; none of the 40 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jeffrey Hartney
Executive Director
On filings since 2020
40 hrs/week
No compensation reported
Angela Holliday
Member
On filings since 2020
5 hrs/week
No compensation reported
Jonathon Allen
Member
On filings since 2020
5 hrs/week
No compensation reported
Kathy Burgess
Member
On filings since 2020
5 hrs/week
No compensation reported
Kevin McCarthy
Vice President
Member → Vice President, 2023
On filings since 2020
5 hrs/week
No compensation reported
Kevin Mummau
Member
Vice President - Tpm → Member, 2022
On filings since 2020
5 hrs/week
No compensation reported
Leann Rummel
Tmp Officer
Member → Tmp Officer, 2024
On filings since 2020
5 hrs/week
No compensation reported
Robert Corsarie
Member
On filings since 2020
5 hrs/week
No compensation reported
Stephen Amarante
Tmp Officer Elect
Member → Tmp Officer Elect, 2024
On filings since 2020
5 hrs/week
No compensation reported
Tim B. Sease
Member
On filings since 2020
5 hrs/week
No compensation reported
Wallace Harris Jr.
Vice President
Member → Vice President, 2024
On filings since 2020
5 hrs/week
No compensation reported
Jane-Ellen Porter
Secretary
Vice President → Secretary, 2023
On filings since 2021
5 hrs/week
No compensation reported
Jim Fujinaga
Member
On filings since 2021
5 hrs/week
No compensation reported
Pete Dunlap
Member
On filings since 2021
5 hrs/week
No compensation reported
Jacinda Norvell
Member
On filings since 2022
5 hrs/week
No compensation reported
Jay McAnelly
Member
On filings since 2022
5 hrs/week
No compensation reported
Jim Nonnengard
Member
On filings since 2022
5 hrs/week
No compensation reported
Joe Skarda
Member
On filings since 2022
5 hrs/week
No compensation reported
Lincoln Yersin
Member
On filings since 2022
5 hrs/week
No compensation reported
Pete Dorsey
Member
On filings since 2022
5 hrs/week
No compensation reported
Scott Ford
Member
On filings since 2022
5 hrs/week
No compensation reported
Steve Franke
Member
On filings since 2022
5 hrs/week
No compensation reported
Vance Richard
Treasurer
On filings since 2022
5 hrs/week
No compensation reported
Donald Clark
Member
On filings since 2023
5 hrs/week
No compensation reported
Donna McNeely
Member
On filings since 2023
5 hrs/week
No compensation reported
Frank A. Consalo
Past President
On filings since 2023
5 hrs/week
No compensation reported
Rebecca Robinson
Member
On filings since 2023
5 hrs/week
No compensation reported
Stephen Kruchten
Member
On filings since 2023
5 hrs/week
No compensation reported
Alex Sarafianos
Member
New on the 2024 filing
5 hrs/week
No compensation reported
David Chan
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Diane Young
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Jeff Weiner
Member
New on the 2024 filing
5 hrs/week
No compensation reported
John Olerio President Elect
New on the 2024 filing
5 hrs/week
No compensation reported
Julie Bates
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Ken Hullings
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Merrill Stewart
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Michael Miroballi President
New on the 2024 filing
5 hrs/week
No compensation reported
Mitchell Bell
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Rob Hunt
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Solomon Schmidt
Member
New on the 2024 filing
5 hrs/week
No compensation reported
Former officers (43)
- Former: Chris Radzom (2020–2023) — Member
- Former: Jim Norwood (2020–2023) — Member
- Former: Michael Miroballi (2020–2023) — President
- Former: Richard R. Guerrini (2020–2023) — Member
- Former: Tim Killgoar (2020–2023) — Member
- Former: Richard Koll (2021–2023) — Vice President
- Former: John Olerio Vice President (2023)
- Former: Leann Rummel Member (2023) — February & Then Tmp Officer · Filing note: Until
- Former: Wallace Harris Jr Member (2023)
- Former: Dorothy Mitchel (2020–2022) — Member
- Former: Paul Haines (2020–2022) — Member
- Former: Paul Hansen (2020–2022) — Member
- Former: Randy Darden (2020–2022) — Member
- Former: Richard Marsh (2020–2022) — Member
- Former: Arthur Osman (2021–2022) — Tpm Officer
- Former: John Olerio (2021–2022) — Vice President
- Former: Veronica Rink (2021–2022) — Member
- Former: Frank A. Consalo President (2022) — Then Past President
- Former: Jane-Ellen Porter Vice Pres (2022) — Then Secretary
- Former: Jim Norwood Member Then (2022) — Tpm-Elect
- Former: Kathy Burgess Tpm Officer- (2022) — Elect & Then Tpm
- Former: Kevin McCarthy Member Then (2022) — Vice President
- Former: Michael Miroballi Pres -Elect (2022) — Then President
- Former: Bob Mittel (2020–2021) — Member
- Former: Frank A. Consalo Pres -Elect (2020–2021) — Then President
- Former: Frank Drago (2020–2021) — Member
- Former: Jim B. Nonnengard President (2020–2021) — Then Past President
- Former: Rhomes Aur (2020–2021) — Member
- Former: Rob Comfort (2020–2021) — Member
- Former: Sam Guerrieri Jr. (2020–2021) — Member
- Former: Vance Richard Treasurer-Elect (2020–2021) — Treasurer
- Former: Bruce A. Hagemann (2021) — Treasurer
- Former: Chris Radzom Vice Pres (2021) — March & Then Member · Filing note: Until
- Former: Kathy Burgess Member Then (2021) — Tpm Officer-Elect
- Former: Kevin Mummau Vice Pres (2021) — March & Then Member · Filing note: Until
- Former: Michael Miroballi Secretary (2021) — Then Pres.-Elect
- Former: Arthur Osman Vice Pres- (2020) — Ident-Tpm-Elect
- Former: Bruce A. Hagemann Treasurer (2020) — Then Member
- Former: Gene Todd (2020) — Member
- Former: Jane-Ellen Porter Member Then (2020) — Vice President
- Former: John Olerio Member Then (2020) — Vice President
- Former: Richard Koll Member Then (2020) — Vice President
- Former: Vernoica Rink (2020) — Member
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bank Insurance & Securities Association
How large is Bank Insurance & Securities Association?
Bank Insurance & Securities Association reported $3.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $3.1M.
What is Bank Insurance & Securities Association?
Bank Insurance & Securities Association is a public charity focused on Community Improvement & Capacity Building, based in Washington, DC. It holds $3.6M in total assets as of 2024.
Where does Bank Insurance & Securities Association operate?
Bank Insurance & Securities Association has awarded grants in Massachusetts, North Carolina.
What is Bank Insurance & Securities Association's EIN?
Bank Insurance & Securities Association's EIN (Employer Identification Number) is 52-2385104. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 5, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 19, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 3, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 7, 2024)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bank Insurance & Securities Association's focus areas in our free grants database
Similar Funders
Similar funders in District of Columbia
NCRC Community Development Fund Inc
Washington, DC
NCRC Community Development Fund supports affordable housing and homeownership, small businesses—especially minority-owned, women-owned, and low-income businesses—and certain nonprofit programs that provide capital or services to underserved communities. Its listed awards range from $5,000 to $50,000, though typical giving is not stated; it serves communities across the U.S., with some programs focused on Illinois. The profile does not state whether it accepts unsolicited requests.
Assets
$55.6M
Grants
2,666
Total Given
$149.3M
Greater Washington Community Foundation
Washington, DC
The Greater Washington Community Foundation supports nonprofits working across areas such as economic opportunity, education, health, arts, and human services, with an emphasis on equity and economic justice. Its 2025 grants had a median of $20,000, and it generally funds organizations serving DC, Montgomery County, Prince George’s County, and specified Northern Virginia communities; it offers scheduled open competitive grant rounds as well as invite-only opportunities.
Assets
$518.3M
Grants
1,417
Total Given
$116.9M
National Fish and Wildlife Foundation
Washington, DC
The National Fish and Wildlife Foundation makes competitive grants for science-based projects that conserve or restore fish, wildlife, plants, and habitats; it does not fund advocacy or litigation. Its 2025 grants had a median of about $106,500, and it supports projects across all 50 states and U.S. territories. Applications are competitive and program-specific; whether pre-proposals are required varies by program.
Assets
$3.6B
Grants
1,286
Total Given
$464.4M
AARP
Washington, DC
AARP funds nonprofits and other organizations working on aging-related issues, including caregiving, health, research, education, and community programs. Its 2024 grants had a median award of $15,000, with amounts ranging widely, and it supports work through offices across the states and territories; whether AARP accepts unsolicited requests is not stated.
Assets
$13.1B
Grants
688
Total Given
$35.8M
Frontstream Global Fund
Washington, DC
FrontStream Global Fund distributes donations raised through workplace giving, corporate philanthropy, and other fundraising activities to donor-designated IRS-recognized 501(c)(3) charities across the United States. Its 2025 grants had a median of $13,714 and ranged from $5,003 to $358,589. It distributes funds according to donor recommendations; unsolicited requests are not addressed in the information provided.
Assets
$421K
Grants
556
Total Given
$13.4M
Corporation for Public Broadcasting
Washington, DC
The Corporation for Public Broadcasting supported public radio and television stations, programming, infrastructure, and related services across the United States. Its 2026 grants had a median of $22,300, though awards ranged widely; CPB’s 2025 filing was marked as its final return, and the profile does not state whether it accepts unsolicited requests.
Assets
—
Grants
555
Total Given
$175.8M
More similar funders
More Funders in District of Columbia
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bank Insurance & Securities Association's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bank Insurance & Securities Association down — hundreds of funders to go?