Civic Intelligence

The Financial Services Roundtable

990 • Fiscal year 2022 • EIN 26-2353925

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 06, 2023

Organization ProfileN/A
1300 I Street NW 1100WWashington, DC 20005-3396

(202) 289-4322

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

100th percentile

$3,186,375

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 12151.5% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

14th percentile

-35%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

374500%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$464,285

Down $250,551 (-35%) from 2021

Net Assets

Down

$453,285

Down $26,199 (-5.5%) from 2021

Liabilities

Down

$11,000

Down $224,352 (-95%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin21st percentile

Revenue

Up

$26,222

Up $26,215 (+374500%) from 2021

Expenses

Down

$30,547

Down $32,061 (-51%) from 2021

Net Income

Up

-$4,325

Up $58,276 (+93%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $163,697Liabilities 2010: $0Net Assets 2010: $163,6972010Assets 2011: $326,431Liabilities 2011: $1,168Net Assets 2011: $325,2632011Assets 2012: $434,967Liabilities 2012: $4,287Net Assets 2012: $430,6802012Assets 2013: $545,280Liabilities 2013: $0Net Assets 2013: $545,2802013Assets 2014: $566,386Liabilities 2014: $0Net Assets 2014: $566,3862014Assets 2015: $564,279Liabilities 2015: $0Net Assets 2015: $564,2792015Assets 2016: $574,093Liabilities 2016: $5,093Net Assets 2016: $569,0002016Assets 2017: $511,384Liabilities 2017: $230Net Assets 2017: $511,1542017Assets 2018: $566,550Liabilities 2018: $1,400Net Assets 2018: $565,1502018Assets 2020: $715,407Liabilities 2020: $173,322Net Assets 2020: $542,0852020Assets 2021: $714,836Liabilities 2021: $235,352Net Assets 2021: $479,4842021Assets 2022: $464,285Liabilities 2022: $11,000Net Assets 2022: $453,2852022Assets 2023: $531,548Liabilities 2023: $71,717Net Assets 2023: $459,8312023Assets 2024: $587,469Liabilities 2024: $117,717Net Assets 2024: $469,7522024

Highlighted filing

2022

Assets$464,285
Liabilities$11,000
Net Assets$453,285
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2010: $97,273Expenses 2010: $10,164Net Income 2010: $87,1092010Expenses 2011: $66,2782011Expenses 2012: $109,6472012Revenue 2013: $132,813Expenses 2013: $73,543Net Income 2013: $59,2702013Revenue 2014: $8,033Expenses 2014: $11,844Net Income 2014: -$3,8112014Revenue 2015: $9,145Expenses 2015: $2,197Net Income 2015: $6,9482015Revenue 2016: $15,149Expenses 2016: $38,055Net Income 2016: -$22,9062016Revenue 2017: $71,210Expenses 2017: $181,927Net Income 2017: -$110,7172017Revenue 2018: $116,705Expenses 2018: $32,656Net Income 2018: $84,0492018Revenue 2020: $12,720Expenses 2020: $104,524Net Income 2020: -$91,8042020Revenue 2021: $7Expenses 2021: $62,608Net Income 2021: -$62,6012021Revenue 2022: $26,222Expenses 2022: $30,547Net Income 2022: -$4,3252022Revenue 2023: $13,731Expenses 2023: $62,979Net Income 2023: -$49,2482023Revenue 2024: $14,750Expenses 2024: $49,226Net Income 2024: -$34,4762024

Highlighted filing

2022

Revenue$26,222
Expenses$30,547
Net Income-$4,325
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 6, 2023
Return Version
2022v5.0
Gross Receipts
$26,222
Mission and Program Overview

Mission

In association with the Bank Policy Institute (BPI), the organization provides funding through three initiatives: Foundation Grant Awards, BPI Chairman Student Scholarships, and Charitable Giving.

The BPI Foundation is committed to charitable and education initiatives aimed at improving access to financial services and providing academic scholarship concerning sound financial regulation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$665,371$412,350▼ $253,021
Cash and Non-Interest-Bearing Accounts$49,465$51,935▲ $2,470
Total Assets$714,836$464,285▼ $250,551
Liabilities
Accounts Payable and Accrued Expenses$235,352$11,000▼ $224,352
Total Liabilities$235,352$11,000▼ $224,352
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$479,484$453,285▼ $26,199
Total Net Assets Fund Balance$479,484$453,285▼ $26,199
Total Liabilities and Net Assets / Fund Balance$714,836$464,285▼ $250,551
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Greg BaerPresident
Kate ChildressDirector
William NelsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,222
Other Revenue
$0
Change in Net Assets
$-4,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,000
Other Expenses$9,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,000--$21,000
Other Expenses-$7,747-$7,747
Fees for Services Accounting-$1,800-$1,800
Total Functional Expenses$21,000$9,547$0$30,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Program on International Financial SystemsCambridge, MA501(c)(3)EU Symposium support$11,000
Program on International Financial SystemsCambridge, MA501(c)(3)US Symposium support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The form 990 is prepared by an independent accountant and then provided to management for review. Once all questions have been addressed, a final copy of the 990 is provided to the Board for comment prior to filing.”

Form 990, Part VI, Section C, line 19

“The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Form 990, Part VI, Section B, line 15:

“The Organization did not provide compensation to any top management officials, key employees, or other officers.”

Filing and Contact Details

Filer

Filer Name
BPI Foundation
EIN
26-2353925
Phone
2022894322
Address
1300 I Street NW 1100W, Washington, DC 20005-3396

Signing Officer

Name
John Court
Title
EVP, General Counsel & COO
Phone
2022894322
Signed
2023-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Baer
Formed
2008
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Jie Chen CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“The BPI Foundation ceased the programs of Charitable Giving and Scholarships. The focus is on grants at this time.”

Raw XML Appendix392 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt03186375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11109848
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2998106
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The BPI Foundation ceased the programs of Charitable Giving and Scholarships. The focus is on grants at this time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The form 990 is prepared by an independent accountant and then provided to management for review. Once all questions have been addressed, a final copy of the 990 is provided to the Board for comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization did not provide compensation to any top management officials, key employees, or other officers.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Bank Policy Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0360753125
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Develop and promote sound banking policy
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0600 13th Street NW Suite 400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020005
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0714836
IRS990/TotalAssetsEOYAmt0464285
IRS990/TotalAssetsGrp/BOYAmt0714836
IRS990/TotalAssetsGrp/EOYAmt0464285
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09547
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021000
IRS990/TotalFunctionalExpensesGrp/TotalAmt030547
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IRS990/TotalLiabilitiesBOYAmt0235352
IRS990/TotalLiabilitiesEOYAmt011000
IRS990/TotalLiabilitiesGrp/BOYAmt0235352
IRS990/TotalLiabilitiesGrp/EOYAmt011000
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0453285
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IRS990/TotalProgramServiceExpensesAmt021000
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026222
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0464285
IRS990/TotReportableCompRltdOrgAmt05175862
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 I Street NW 1100W
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200053396
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Court
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP, General Counsel & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum02022894322
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BPI Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BPIF
ReturnHeader/Filer/EIN0262353925
ReturnHeader/Filer/PhoneNum02022894322
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 I Street NW 1100W
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200053396
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582676261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08300 Boone Boulevard Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vienna
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07038930300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jie Chen CPA
ReturnHeader/ReturnTs02023-10-06T14:46:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Court
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,285
Liabilities
$11,000
Net assets
$453,285
Revenue
$26,222
Expenses
$30,547
Net income
-$4,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.87$1.18$4.70$0.15$0.49$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.72$4.60$0.14$0.63$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.11$4.53$0.26$0.31$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.15$2.35$4.79$0.00$0.63$0.63
2020Detailed filing. Detailed filing data is available for this year.$7.15$1.73$5.42$0.13$1.05$0.92
2018Detailed filing. Detailed filing data is available for this year.$5.67$0.01$5.65$1.17$0.33$0.84
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.71$1.82$1.11
2016Detailed filing. Detailed filing data is available for this year.$5.74$0.05$5.69$0.15$0.38$0.23
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.09$0.02$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.08$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$1.33$0.74$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.04$4.31$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.01$3.25$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.97$0.10$0.87