Bank Administration Institute

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $1,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

Provide education and training services to advance the financial services industry, its employees, and students interested in joining the industry.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-3330171) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
3¢ of each $1 spent went to programs.
Run by 20 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $522K a year · 48% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
3%
of spending
3% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$69K
to officers and key staff · 3% of spending
Pay to officers and key staff is 3% of spending.
Part VII, Section A
18.0 mo
of spending, in cash
Plus $15.4M in investments, Pt X · Ln 11–13
18.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$337K
2% of total assets
Liabilities are 2% of assets.
Pt X · Ln 26
Independent board members
20
of 21 voting members
20 of 21 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.5M
+155% vs prior year
Spent
$2.0M
To programs
3%
Net assets
$22.1M
By yearFY2020–FY2025
Revenue
$1.5M
FY2025▲ +155%
Tap a bar for its year
Revenue by fiscal year
FY2020$895K
FY2021$833K
FY2022$913K
FY2023$1.8M
FY2024$608K
FY2025$1.5M
Expenses
$2.0M
FY2025▲ ×12
Tap a bar for its year
Expenses by fiscal year
FY2020$799K
FY2021$148K
FY2022$196K
FY2023$146K
FY2024$162K
FY2025$2.0M
Net assets
$22.1M
FY2025▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$19.4M
FY2021$24.3M
FY2022$28.0M
FY2023$32.7M
FY2024$22.5M
FY2025$22.1M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

3 cents of each dollar spent went to programs.

Program services 3% · $54K Management & general 97% · $2.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

32 people listed on the 990; $69K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President and CEO
$19,932Pt VII · Sec A
Managing Director
$8,541Pt VII · Sec A
Managing Director
$8,522Pt VII · Sec A
Chief Financial Officer
$8,400Pt VII · Sec A
Chief Administrative Officer
$6,702Pt VII · Sec A
Managing Director
$4,962Pt VII · Sec A
Editorial Director
$4,302Pt VII · Sec A
Director, Technology
$3,095Pt VII · Sec A

Deborah L Bianucci’s $20K as President and CEO is at the 2nd percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Holly J Hughes$4,962$4,833$9,168$53,975$50,605$47,980
Deborah L Bianucci$19,932$13,538$1,154$3,799$2,194$3,216
Isio Nelson$8,541$6,129————
Ed Marcheselli$8,522$6,668$662$1,746$814$1,480
Steven S Saloutos$8,400—————
Ann R Barcroft$6,702$5,697$515$1,649$797$1,629
Julie Faber$2,758$5,084$468$1,422$678$1,240
Celina Rogers$4,302—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Bank Administration Institute executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advances education in financial services and banking.

Questions for Bank Administration Institute

Tap to ask. Bank Administration Institute sees how many people are interested.

Your first name shows with your question. Bank Administration Institute answers here, for everyone.

2 programs · $54K · in their own filed words · FY2024
01

Bai banking strategies, an online magazine, assists in educating individuals on various financial topics.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-3330171) · Dispute this line
$33Kprogram expense
02

55 people attended bai's educational conferences and seminars in 2025, and approximately 1.1 million people visited our bai website which provides thought leadership on a variety of financial services topics.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-3330171) · Dispute this line
$21Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Investment incomeLn 3$1.5M
Other incomeLn 4–11$29K
Fees for servicesLn 2g$16K
Money outPt IX
$2.0M
Ln 25
Programscol B$54K
Managementcol C$2.0M
Owns and owesPt X
$22.1M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$22.4M
LiabilitiesLn 26$337K
PeoplePt VI, VII
32
listed · VII A
PaidVII A11
Voting boardVI 1a21
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$16K
Investment incomeLn 3$1.5M
Other incomeLn 4–11$29K
Gains on assetsLn 7$949K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
SavingsLn 2$3.0M
Cash and savings togetherLn 1–2$3.0M
Notes and loans receivableLn 7$3.9M
InvestmentsLn 11–13$15.4M
Total assetsLn 16$22.4M
LiabilitiesLn 26$337K
Net assetsLn 32$22.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.4M$3.0M
InvestmentsLn 11–13$14.6M$15.4M
Total assetsLn 16$22.8M$22.4M
LiabilitiesLn 26$327K$337K
Net assetsLn 32$22.5M$22.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$46K$3K$43K
Other salaries and wagesLn 7$39K$2K$36K
Pension plan contributionsLn 8$1K$118$1K
Other employee benefitsLn 9$2K$358$2K
Payroll taxesLn 10$3K$296$3K
Accounting feesLn 11c$42K$42K
Other fees for servicesLn 11g$12K$12K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$50$50
Information technologyLn 14$314$314
TravelLn 17$9K$7K$1K
Conferences, conventions and meetingsLn 19$14K$14K
Other expenses (24a–d)Ln 24$1.8M$1K$1.8M
Total functional expensesLn 25$2.0M$54K$2.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Jul 17, 2026 $1.5M$2.0M−$457K$22.1M 990 PDF
FY2024Filed with the IRS Aug 14, 2025 $608K$162K$446K$22.5M 990 PDF
FY2023Filed with the IRS Aug 15, 2024 $1.8M$146K$1.6M$32.7M 990 PDF
FY2022Filed with the IRS Aug 11, 2023 $913K$196K$716K$28.0M 990 PDF
FY2021Filed with the IRS Aug 10, 2022 $833K$148K$685K$24.3M 990 PDF
FY2020Filed with the IRS Jul 29, 2021 $895K$799K$97K$19.4M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments J · Pay O · Explanations R · Related orgs
See the full FY2025 990
Part I · Summary $1,548,055 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $14,171$16,105
I-10 Investment incomePrior year $567,259$1,503,150
I-11 Other revenuePrior year $26,806$28,800
I-12 Total revenuePrior year $608,236$1,548,055
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $77,760$91,345
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $84,113$1,913,969
I-18 Total expensesPrior year $161,873$2,005,314
I-19 Revenue less expensesPrior year $446,363−$457,259
Part VI · Governance 20 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,548,055 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,105$16,105
VIII-3 Investment incomeExcluded from tax $554,143$554,143
VIII-7 Net gain or loss on sales of assetsExcluded from tax $949,007$949,007
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $28,800$28,800
VIII-12 Total revenueRelated to mission $16,105 · Unrelated business $28,800 · Excluded from tax $1,503,150$1,548,055
Part IX · Statement of functional expenses $2,005,314 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $2,954 · Management $42,774$45,728
IX-7 Other salaries and wagesPrograms $2,352 · Management $36,185$38,537
IX-8 Pension plan contributionsPrograms $118 · Management $1,335$1,453
IX-9 Other employee benefitsPrograms $358 · Management $2,042$2,400
IX-10 Payroll taxesPrograms $296 · Management $2,931$3,227
IX-11c Accounting feesManagement $41,948$41,948
IX-11g Other fees for servicesPrograms $11,960$11,960
IX-12 Advertising and promotionPrograms $13,837$13,837
IX-13 Office expensesPrograms $50$50
IX-14 Information technologyPrograms $314$314
IX-17 TravelPrograms $7,131 · Management $1,472$8,603
IX-19 Conferences, conventions and meetingsPrograms $13,738$13,738
IX-24 Other expenses (24a–d)Programs $1,046 · Management $1,822,473$1,823,519
IX-25 Total functional expensesPrograms $54,154 · Management $1,951,160 · Fundraising $0$2,005,314
Part X · Balance sheet $22,396,340 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $2,449,250$3,015,408
X-4 Accounts receivableStart of year $2,400$0
X-7 Notes and loans receivableStart of year $5,772,234$3,949,984
X-11 Publicly traded securitiesStart of year $14,615,119$15,430,948
X-16 Total assetsStart of year $22,839,003$22,396,340
X-19 Deferred revenueStart of year $0$2,400
X-25 Other liabilitiesStart of year $327,339$334,407
X-26 Total liabilitiesStart of year $327,339$336,807
X-27 Net assets without donor restrictionsStart of year $22,511,664$22,059,533
X-32 Total net assets or fund balancesStart of year $22,511,664$22,059,533
X-33 Total liabilities and net assetsStart of year $22,839,003$22,396,340
Part XI · Reconciliation of net assets $22,059,533 net assets at year end
XI-1 Total revenue$1,548,055
XI-2 Total expenses$2,005,314
XI-3 Revenue less expenses−$457,259
XI-4 Net assets at start of year$22,511,664
XI-5 Net unrealized gains (losses) on investments$27,884
XI-9 Other changes in net assets−$22,756
XI-10 Net assets at end of year$22,059,533

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.