Civic Intelligence

Public Banking Institute

EIN 35-2406989 • 501(c)3 • Canyon Country, CA

Profile

Education and support

19197 Golden Valley Road 903Canyon Country, CA 91387

publicbankinginstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$24,781

Up $55 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$24,781

Up $55 (+0.2%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin69th percentile

Revenue

Down

$54,309

Down $4,133 (-7.1%) from 2023

Expenses

Up

$46,609

Up $4 (+0.0%) from 2023

Net Income

Down

$7,700

Down $4,137 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2016: $221,131Liabilities 2016: $36,000Net Assets 2016: $185,1312016Assets 2021: $16,804Liabilities 2021: $0Net Assets 2021: $16,8042021Assets 2023: $24,726Liabilities 2023: $0Net Assets 2023: $24,7262023Assets 2024: $24,781Liabilities 2024: $0Net Assets 2024: $24,7812024

Highlighted filing

2024

Assets$24,781
Liabilities$0
Net Assets$24,781
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $274,567Expenses 2016: $70,058Net Income 2016: $204,5092016Revenue 2021: $36,194Expenses 2021: $55,551Net Income 2021: -$19,3572021Revenue 2023: $58,442Expenses 2023: $46,605Net Income 2023: $11,8372023Revenue 2024: $54,309Expenses 2024: $46,609Net Income 2024: $7,7002024

Highlighted filing

2024

Revenue$54,309
Expenses$46,609
Net Income$7,700
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,781
Liabilities
$0
Net assets
$24,781
Revenue
$54,309
Expenses
$46,609
Net income
$7,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.54$0.47$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.58$0.47$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.36$0.56$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.36$1.85$2.75$0.70$2.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$54,309
Mission and Program Overview

Mission

To inspire, enable and support bank initiatives, returning control of money and credit to states and communities.

Education and support

Program Services

DescriptionGrantsExpenses
Inspire, enable and support Public Bank Initiatives-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter A McReeChairPT$0--
Peter WinslowVice PresidentPT$0--
Joshua R HallTreasurerPT$0--
Madeline MerrittSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Public Banking Institute
EIN
35-2406989
In Care Of
% Walter A McRee
Address
19197 Golden Valley Road 903, Canyon Country, CA 91387

Signing Officer

Name
Walter a Mcree
Title
Chair
Phone
8287736462
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Bo MBA CPA LLC
Address
3520 Oak Grove Ct, Haines City, FL 33844
Preparer
Beaugwynn Wigley CPA
Phone
6092031314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdvertising & Marketing 92Bank Charges & Fees 1,440Insurance 2,918Meals 3Office Supplies & Software 1,956Taxes and Licenses 57”

Other changes in net assets or fund balances Part I line 20

“Description AmountCorrect bookkeeping software malfun (7,645)”

Raw XML Appendix133 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Walter A McRee
IRS990EZ/BooksInCareOfDetail/PhoneNum08287736462
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 River Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Point Pleasant
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018950
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024726
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054309
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07700
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt039321
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024726
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024781
IRS990EZ/GrossReceiptsAmt054309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024726
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024781
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024726
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024781
IRS990EZ/OccupancyRentUtltsAndMaintAmt0561
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Walter A McRee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Peter Winslow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Joshua R Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Madeline Merritt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-7645
IRS990EZ/OtherExpensesTotalAmt06466
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Education and support
IRS990EZ/PrintingPublicationsPostageAmt0261
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Inspire, enable and support Public Bank Initiatives
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046609
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt054309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0publicbankinginstitute.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0239558
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0239558
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041992
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0239558
IRS990ScheduleA/TotalSupportAmt0239558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdvertising & Marketing 92Bank Charges & Fees 1,440Insurance 2,918Meals 3Office Supplies & Software 1,956Taxes and Licenses 57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCorrect bookkeeping software malfun (7,645)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER A MCREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum08287736462
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Public Banking Institute
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0352406989
ReturnHeader/Filer/InCareOfNm0% Walter A McRee
ReturnHeader/Filer/USAddress/AddressLine1Txt019197 Golden Valley Road 903
ReturnHeader/Filer/USAddress/CityNm0Canyon Country
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091387
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832367557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bo MBA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03520 Oak Grove Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Haines City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033844
ReturnHeader/PreparerPersonGrp/PhoneNum06092031314
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEAUGWYNN WIGLEY CPA
ReturnHeader/ReturnTs02025-05-15T09:23:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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