Civic Intelligence

The Financial Services Roundtable

990 • Fiscal year 2023 • EIN 26-2353925

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 02, 2024

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

71st percentile

0.13x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

5.22x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-359%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

100th percentile

$3,046,607

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 22187.8% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$531,548

Up $67,263 (+14%) from 2022

Net Assets

Up

$459,831

Up $6,546 (+1.4%) from 2022

Liabilities

Up

$71,717

Up $60,717 (+552%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$13,731

Down $12,491 (-48%) from 2022

Expenses

Up

$62,979

Up $32,432 (+106%) from 2022

Net Income

Down

-$49,248

Down $44,923 (-1039%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$531,548
Liabilities$71,717
Net Assets$459,831
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$13,731
Expenses$62,979
Net Income-$49,248
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 2, 2024
Return Version
2023v5.1
Gross Receipts
$13,731
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$412,350$478,778▲ $66,428
Cash and Non-Interest-Bearing Accounts$51,935$52,770▲ $835
Total Assets$464,285$531,548▲ $67,263
Liabilities
Other Liabilities$0$71,717▲ $71,717
Accounts Payable and Accrued Expenses$11,000--
Total Liabilities$11,000$71,717▲ $60,717
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$453,285$459,831▲ $6,546
Total Net Assets Fund Balance$453,285$459,831▲ $6,546
Total Liabilities and Net Assets / Fund Balance$464,285$531,548▲ $67,263
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
$13,731
Other Revenue
$0
Change in Net Assets
$-49,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Other Expenses$2,979
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Other Expenses-$717-$717
Total Functional Expenses$60,000$2,979$0$62,979
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Committee on Capital Markets RegulationCambridge, MA501(c)(3)General support$50,000
Cities for Financial Empowerment FundNew York, NY501(c)(3)Conference sponsorship$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to related party$71,717
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
2024-10-02
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
Raw XML Appendix390 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/PersonNm1Kate Childress
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt03046607
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11184793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt21088529
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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/ExplanationTxt1The Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization did not provide compensation to any top management officials, key employees, or other officers.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 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/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0464285
IRS990/TotalAssetsEOYAmt0531548
IRS990/TotalAssetsGrp/BOYAmt0464285
IRS990/TotalAssetsGrp/EOYAmt0531548
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02979
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060000
IRS990/TotalFunctionalExpensesGrp/TotalAmt062979
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011000
IRS990/TotalLiabilitiesEOYAmt071717
IRS990/TotalLiabilitiesGrp/BOYAmt011000
IRS990/TotalLiabilitiesGrp/EOYAmt071717
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0453285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0459831
IRS990/TotalOtherCompensationAmt0130333
IRS990/TotalProgramServiceExpensesAmt060000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013731
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013731
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0464285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0531548
IRS990/TotReportableCompRltdOrgAmt05189596
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Court
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP, General Counsel & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum02022894322
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-02
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/ReturnTs02024-10-02T10:11:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$531,548
Liabilities
$71,717
Net assets
$459,831
Revenue
$13,731
Expenses
$62,979
Net income
-$49,248
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