Civic Intelligence

Bank Administration Institute

990 • Fiscal year 2013 • EIN 36-3330171

Oct 01, 2012 to Sep 30, 2013 • Filed on Apr 25, 2014

Organization Profilewww.bai.org

View Organization Page

115 South LaSalle StreetSuite 330060603
Siviq Scores

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

Liabilities / Assets

76th percentile

0.60x

Higher debt load relative to assets than 76% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$15,667,225

Up $1,441,294 (+10%) from 2012

Net Assets

Up

$6,229,745

Up $4,053,793 (+186%) from 2012

Liabilities

Down

$9,437,480

Down $2,612,499 (-22%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,347,116

Down $1,427,353 (-13%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60M$40M$20M$0Assets 2011: $15,207,139Liabilities 2011: $13,594,459Net Assets 2011: $1,612,6802011Assets 2012: $14,225,931Liabilities 2012: $12,049,979Net Assets 2012: $2,175,9522012Assets 2013: $15,667,225Liabilities 2013: $9,437,480Net Assets 2013: $6,229,7452013Assets 2014: $18,067,194Liabilities 2014: $8,142,349Net Assets 2014: $9,924,8452014Assets 2015: $20,804,055Liabilities 2015: $8,492,773Net Assets 2015: $12,311,2822015Assets 2016: $22,186,672Liabilities 2016: $6,953,858Net Assets 2016: $15,232,8142016Assets 2017: $22,991,730Liabilities 2017: $5,465,562Net Assets 2017: $17,526,1682017Assets 2018: $24,716,461Liabilities 2018: $6,081,185Net Assets 2018: $18,635,2762018Assets 2019: $21,884,288Liabilities 2019: $3,641,861Net Assets 2019: $18,242,4272019Assets 2020: $25,891,961Liabilities 2020: $6,485,385Net Assets 2020: $19,406,5762020Assets 2021: $33,739,061Liabilities 2021: $9,389,407Net Assets 2021: $24,349,6542021Assets 2022: $36,857,062Liabilities 2022: $8,870,619Net Assets 2022: $27,986,4432022Assets 2023: $45,197,378Liabilities 2023: $12,540,463Net Assets 2023: $32,656,9152023Assets 2024: $22,839,003Liabilities 2024: $327,339Net Assets 2024: $22,511,6642024

Highlighted filing

2013

Assets$15,667,225
Liabilities$9,437,480
Net Assets$6,229,745
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,995,2722011Expenses 2012: $10,774,4692012Expenses 2013: $9,347,1162013Revenue 2014: $6,716,559Expenses 2014: $9,245,650Net Income 2014: -$2,529,0912014Revenue 2015: $6,645,353Expenses 2015: $9,269,504Net Income 2015: -$2,624,1512015Revenue 2016: $6,305,236Expenses 2016: $7,390,075Net Income 2016: -$1,084,8392016Revenue 2017: $3,170,612Expenses 2017: $4,649,179Net Income 2017: -$1,478,5672017Revenue 2018: $2,544,559Expenses 2018: $3,935,282Net Income 2018: -$1,390,7232018Revenue 2019: $3,418,218Expenses 2019: $3,371,793Net Income 2019: $46,4252019Revenue 2020: $895,445Expenses 2020: $798,900Net Income 2020: $96,5452020Revenue 2021: $833,080Expenses 2021: $147,868Net Income 2021: $685,2122021Revenue 2022: $912,525Expenses 2022: $196,100Net Income 2022: $716,4252022Revenue 2023: $1,790,702Expenses 2023: $146,368Net Income 2023: $1,644,3342023Revenue 2024: $608,236Expenses 2024: $161,873Net Income 2024: $446,3632024

Highlighted filing

2013

Revenue-
Expenses$9,347,116
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Apr 25, 2014
Return Version
2012v2.3
Gross Receipts
$7,945,959
Mission and Program Overview

Mission

Bais mission is to advance research and education in the fields of financial services, banking, fiscal and monetary policy, economics, investment and related areas through educational seminars and symposia, conferences and other means.

Major Activities

Activity 2
BAI Banking Strategies, an online magazine, assists in educating individuals on various financial topics.
Filing and Contact Details

Filer

EIN
36-3330171
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IRS990/MortNotesPyblSecuredInvestProp/BOY04262500
IRS990/MortNotesPyblSecuredInvestProp/EOY02475000
IRS990/NameOfPrincipalOfficerPerson0Deborah Bianucci
IRS990/NbrIndependentVotingMembers018
IRS990/NbrVotingGoverningBodyMembers019
IRS990/NbrVotingMembersGoverningBody019
IRS990/NetAssetsOrFundBalancesBOY02175952
IRS990/NetAssetsOrFundBalancesEOY06229745
IRS990/NetGainOrLossInvestments/ExclusionAmount0152622
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0152622
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome0128372
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096045
IRS990/NumberIndependentVotingMembers018
IRS990/NumberIndividualsGT100K010
IRS990/NumberOfContractorsGT100K017
IRS990/NumberOfEmployees0109
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral0142188
IRS990/Occupancy/ProgramServices0247378
IRS990/Occupancy/Total0389566
IRS990/OfficeExpenses/ManagementAndGeneral049040
IRS990/OfficeExpenses/ProgramServices0353789
IRS990/OfficeExpenses/Total0402829
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY05174173
IRS990/OtherAssetsTotal/EOY06435033
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0299838
IRS990/OtherEmployeeBenefits/ProgramServices087587
IRS990/OtherEmployeeBenefits/Total0387425
IRS990/OtherExpensePriorYear05080201
IRS990/OtherExpensesCurrentYear04890964
IRS990/OtherExpenses/Description0TAXES, FEES, AND LICENSES
IRS990/OtherExpenses/Description1DUES AND SUBSCRIPTIONS
IRS990/OtherExpenses/Description2LIST RENTAL FEES
IRS990/OtherExpenses/Description3.
IRS990/OtherExpenses/ManagementAndGeneral08307
IRS990/OtherExpenses/ProgramServices030937
IRS990/OtherExpenses/ProgramServices110148
IRS990/OtherExpenses/ProgramServices24211
IRS990/OtherExpenses/Total030937
IRS990/OtherExpenses/Total118455
IRS990/OtherExpenses/Total24211
IRS990/OtherLiabilities/BOY01450159
IRS990/OtherLiabilities/EOY01469167
IRS990/OtherNotesLoansReceivableNet/BOY01902690

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,667,225
Liabilities
$9,437,480
Net assets
$6,229,745
Revenue
-
Expenses
$9,347,116
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.8$0.33$22.5$0.61$0.16$0.45
2023Detailed filing. Detailed filing data is available for this year.$45.2$12.5$32.7$1.79$0.15$1.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$8.87$28.0$0.91$0.20$0.72
2021Detailed filing. Detailed filing data is available for this year.$33.7$9.39$24.3$0.83$0.15$0.69
2020Detailed filing. Detailed filing data is available for this year.$25.9$6.49$19.4$0.90$0.80$0.10
2019Detailed filing. Detailed filing data is available for this year.$21.9$3.64$18.2$3.42$3.37$0.05
2018Detailed filing. Detailed filing data is available for this year.$24.7$6.08$18.6$2.54$3.94$1.39
2017Detailed filing. Detailed filing data is available for this year.$23.0$5.47$17.5$3.17$4.65$1.48
2016Detailed filing. Detailed filing data is available for this year.$22.2$6.95$15.2$6.31$7.39$1.08
2015Detailed filing. Detailed filing data is available for this year.$20.8$8.49$12.3$6.65$9.27$2.62
2014Detailed filing. Detailed filing data is available for this year.$18.1$8.14$9.92$6.72$9.25$2.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$9.44$6.23$9.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$12.0$2.18$10.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$13.6$1.61$9.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits