Public Charity

BANK INSURANCE & SECURITIES ASSOCIATION

Based in WASHINGTON, DC, BANK INSURANCE & SECURITIES ASSOCIATION operates as a Public Charity. The organization reported $3.1M in revenue, $2.9M in expenses, $3.6M in total assets for fiscal year 2024. Imperigo tracks 5 reported grants from this foundation totaling approximately $341K.

EIN: 522385104 WASHINGTON, DC Latest filing: 2024
Total Revenue$3.1M
Total Expenses$2.9M
Total Assets$3.6M
Grants Given5
Grant Total$341K
Filing Years2020–2024

Mission

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.

Sample Grants Given

CERULLI ASSOCIATES INC
BOSTON, MA · 2023
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
CERULLI ASSOCIATES INC
BOSTON, MA · 2022
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.
$65,000
KEHRER BIELAN RESEARCH & CONSULTING LLC
CHAPEL HILL, NC · 2022
TO CONDUCT A SURVEY TO INFORM THE ANALYSIS OF THE SCOPE OF THE INVESTMENT SERVICES BUSINESS OF BISA'S BANK AND CREDIT UNION MEMBERS.
$15,000
AITE GROUP LLC
BOSTON, MA · 2021
RESEARCH SPONSORSHIP ON EXPANDING ADVISOR GROWTH BEYOND THE BRANCHES.
$70,000
KEHRER BIELAN RESEARCH & CONSULTING LLC
CHAPEL HILL, NC · 2020
RESEARCH SPONSORSHIPS ON THE INTERMEDIATE AND LONG RUN IMPACT OF THE CURRENT CRISIS.
$42,500

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

MEMBER AS OF MARCH Alex Sarafianos
MEMBER Angela Holliday
MEMBER AS OF MARCH David Chan
MEMBER AS OF MARCH Diane Young
MEMBER Donald Clark
MEMBER Donna Mcneely

Officer compensation and complete director data available with membership.

Top Grant Purposes

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.
$213,250 2 grants
RESEARCH SPONSORSHIP ON EXPANDING ADVISOR GROWTH BEYOND THE BRANCHES.
$70,000 1 grant
RESEARCH SPONSORSHIPS ON THE INTERMEDIATE AND LONG RUN IMPACT OF THE CURRENT CRISIS.
$42,500 1 grant
TO CONDUCT A SURVEY TO INFORM THE ANALYSIS OF THE SCOPE OF THE INVESTMENT SERVICES BUSINESS OF BISA'S BANK AND CREDIT UNION MEMBERS.
$15,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $3.1M $2.9M $3.6M
2023 $3.1M $3.0M $3.5M
2022 $2.9M $3.0M $3.3M
2021 $1.9M $1.7M $3.4M
2020 $2.5M $2.5M $3.0M

Between 2020 and 2024, reported annual revenue grew from $2.5M to $3.1M (+24%), with total assets most recently reported at $3.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA, NC.

MANC

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BANK INSURANCE & SECURITIES ASSOCIATION

Complete financials, all 5 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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