BANK POLICY INSTITUTE

Cite this

Plain text BANK POLICY INSTITUTE. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/bank-policy-institute-360753125. Retrieved 2026-10-26.

APA furp.org. (n.d.). BANK POLICY INSTITUTE [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 26, 2026, from https://furp.org/org/bank-policy-institute-360753125

MLA “BANK POLICY INSTITUTE.” furp.org, tax years 2010–2024, https://furp.org/org/bank-policy-institute-360753125. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $35.3M · expenses $34.1M · assets $48.8M

EIN: 36-0753125
Address: 1300 EYE STREET NW SUITE 1100 WEST, WASHINGTON, DC 20005-4986
Website: www.bpi.com
NTEE code: -
Exempt type: 501(c)(6): business league or chamber of commerce (corporation)
Ruling date: January 1994 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: No
Cross-check: ProPublica Nonprofit Explorer

Mission

Promotes the business of banking and encourages the development of sound banking policy.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

45 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Greg Baer	President & CEO	2019-2024	$3,182,912	$17,350,521	2
Kate Childress	EVP, Public Affairs	2019-2024	$1,198,466	$6,587,974	2
Bill Nelson	EVP & Chief Economist	2019-2024	$1,071,909	$6,121,344	1
Chris Feeney	EVP, Head of Research	2015-2024	$894,774	$6,117,010	1
John Court	EVP General Counsel and COO	2019-2024	$1,179,692	$5,600,152	1
Francisco Covas	EVP & President, BITS	2019-2024	$1,067,749	$4,850,890	1
Brett Waxman	SVP, Senior Associate General Counsel	2020-2024	$600,737	$2,822,150	1
Paige Pidano	SVP, ST Assoc GC & C0-head of Reg Affairs	2022-2024	$647,882	$1,885,957	1
Sean Oblack	SVP, Head of Communications	2021-2024	$586,118	$1,637,722	1
Gregg Rozanksy	SVP, Senior Associate General Counsel	2023-2024	$570,296	$1,172,251	1
Tabitha Edgens	SVP, SR. Assoc GC & CO-Head of Reg Affairs	2024	$508,039	$508,039	1
Timothy Pawlenty (former)	CEO	2012-2016	$2,769,816	$9,847,171	2
John Dalton (former)	President HPC	2010-2016	$1,187,371	$7,868,629	1
Steve Bartlett (former)	CEO (outgoing)	2010-2013	$938,881	$6,555,346	4
Richard M Whiting (former)	Executive Director (Outgoing)	2010-2014	$463,705	$3,847,506	2
Paul Leonard (former)	VP of Government Affairs	2010-2016	$497,269	$3,035,729	1
Paul Smocer (former)	President BITS (Outgoing)	2010-2015	$288,529	$2,434,593	1
Scott Talbott (former)	SVP of Public Policy	2010-2013	$833,032	$2,423,264	1
Gregg Rozansky (former)	SVP Senior Associate General Counsel	2019-2022	$590,417	$2,323,525	1
Leigh Williams (former)	BITS President	2010-2011	$827,347	$1,784,773	1
Anthony Cimino (former)	SVP, Government Affairs	2014-2019	$586,994	$1,588,210	1
Eric Hoplin (former)	Executive Director, FSR	2014-2016	$553,837	$1,373,526	2
Edward Hill (former)	SVP, Head of Government Relations	2022-2023	$645,919	$1,242,620	1
Kevin Foster (former)	VP and Sr. Counsel	2014-2016	$402,098	$1,219,622	1
David Wagner (former)	SVP, Deputy General Counsel	2019-2020	$498,554	$1,177,701	1
Michael Lee (former)	SVP, Head of Government Re	2019-2020	$602,686	$1,120,692	15
Francis Creighton (former)	EVP, GA	2014-2016	$479,588	$1,104,749	1
John Carlson (former)	EVP BITS	2012-2014	$336,167	$961,737	1
Jeremy Newell (former)	Chief Operating Officer	2019	$830,711	$830,711	1
Eric Selk (former)	Executive Director - Hope	2013-2016	$274,750	$793,110	1
Peter Ludgin (former)	Executive Director-AFC	2010-2012	$268,286	$786,985	1
Daniel Schutzer (former)	Chief Technology Officer	2010-2012	$230,208	$741,490	1
Anne Wallace (former)	Senior Director	2015	$682,500	$682,500	1
Ayeola Alexander (former)	SVP Operations & CHRO	2021-2022	$343,417	$655,770	1
Anna Harrington (former)	SVP, Assoc. Gen. Counsel	2021	$618,331	$618,331	1
Lauren Anderson (former)	SVP Senior Associate General Counsel	2022	$539,709	$539,709	1
Dafina Stewart (former)	SVP, Assoc. Gen. Counsel	2021	$466,767	$466,767	1
George Forsberg (former)	Chief Financial Officer	2019-2020	$105,909	$461,358	2
Donald Truslow (former)	President FSIC	2011-2012	$237,124	$455,887	1
Craig Schwartz (former)	Director of Registory Programs	2012-2013	$230,172	$439,788	1
Kenneth Troshinsky (former)	COO & CFO	2019-2021	$51,898	$391,288	1
Jason Kratovil (former)	VP of Government Affairs	2016	$330,082	$330,082	1
William Henley (former)	VP of BITS	2011	$233,795	$233,795	1
Richard Foster (former)	VP and Sr. Counsel for Reg. and Legal Affairs	2013	$232,567	$232,567	1
John Fricke (former)	Initiative Executive	2010	$183,423	$183,423	1

Officers and directors, no compensation reported

110 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
John Turner	Director (Starting July 2024)	2020-2024	1	$0 reported	9
Jane Fraser	Director	2021-2024	1	$0 reported	5
Jamie Dimon	Chairman	2019-2024	1	$0 reported	8
Brian Moynihan	Director	2013-2024	1	$0 reported	7
Charlie Scharf	Director	2019-2024	1	$0 reported	2
Andy Cecere	Director (Ended June 2024)	2019-2024	1	$0 reported	1
Bharat Masrani	Director	2011-2024	1	$0 reported	2
Bill Demchak	Director	2019-2024	1	$0 reported	1
Bill Rogers	Director (Ended June 2024)	2019-2024	1	$0 reported	1
Richard Fairbank	Director (Starting July 2024)	2019-2024	1	$0 reported	1
Robin Vince	Director (Ended June 2024)	2023-2024	1	$0 reported	4
David McKay	Director	2016-2024	1	$0 reported	2
Ron O'Hanley	Director	2023-2024	1	$0 reported	5
Darryl White	Director (Ended June 2024)	2020-2024	1	$0 reported	3
Colm Kelleher	Director	2023-2024	1	$0 reported	2
Bruce Van Saun	Director (Ended June 2024)	2019-2024	1	$0 reported	3
Tim Spence	Director (Starting July 2024)	2022-2024	1	$0 reported	4
Kanetsugu Mike	Director (Starting July 2024)	2021-2024	1	$0 reported	2
Rene Jones	Director	2021-2024	1	$0 reported	1
Chris Gorman	Director (Ended June 2024)	2023-2024	1	$0 reported	3
Steve Steinour	Director (Ended June 2024)	2023-2024	1	$0 reported	6
David Solomon	Director (Starting July 2024)	2024	1	$0 reported	3
CS Venkatakrishnan	Director (Starting July 2024)	2024	1	$0 reported	2
Rick Wurster	Director (Starting July 2024)	2024	1	$0 reported	1
Jean Laurent-Bonnafe (former)	Director (January 2023 - June 2023)	2022-2023	1	$0 reported	1
Bryan Jordan (former)	Director (January 2023 - June 2023)	2021-2023	1	$0 reported	2
Ronald O'Hanley (former)	Director (January 2022-June 2022)	2011-2022	1	$0 reported	16
Michael O'Grady (former)	Director (January 2022-June 2022)	2021-2022	1	$0 reported	10
Roger Hochschild (former)	Director (January 2022-June 2022)	2021-2022	1	$0 reported	3
Stephen D Steinour (former)	Director (beginning July 2022)	2013-2022	1	$0 reported	7
William Demchak (former)	Chairman (January 2022-June 2022)	2014-2022	1	$0 reported	1
Ignacio Alvarez (former)	Director (January 2022-June 2022)	2021-2022	1	$0 reported	1
Todd Gibbons (former)	Director (beginning July 2022)	2019-2022	1	$0 reported	2
James Dimon (former)	Director	2021	1	$0 reported	5
Jean Laurent (former)	Director (7/21-12/21)	2021	1	$0 reported	1
Kessel Stelling (former)	Director	2014-2020	1	$0 reported	9
Beth Mooney (former)	Director (1/20-5/20)	2013-2020	1	$0 reported	15
Jes Staley (former)	Director	2019-2020	1	$0 reported	3
Greg D Carmichael (former)	Director (1/20-6/20)	2019-2020	1	$0 reported	5
Michael Corbat (former)	Director	2019-2020	1	$0 reported	3
Curtis C Farmer (former)	Director (7/20-12/20)	2020	1	$0 reported	1
Christopher Gorman (former)	Director (5/20-12/20)	2020	1	$0 reported	1
Kelly King (former)	Director	2010-2020	1	$0 reported	1
Charlie Scarf (former)	Director (Jan 2019-Sep 2019)	2019	1	$0 reported	1
Tim Sloan (former)	Director (Jan 2019-Mar 2019)	2019	1	$0 reported	1
Allen Parker (former)	Director (Apr 2019-Oct 2019)	2019	1	$0 reported	1
Thomas Wilson (former)	Director	2010-2016	1	$0 reported	10
Frederick H Waddell (former)	Immediate-Past Chairman	2010-2016	1	$0 reported	20
Robert L Reynolds (former)	Director	2016	1	$0 reported	16
Richard Mckenney (former)	Director	2016	1	$0 reported	3
Theodore A Mathas (former)	Director	2012-2016	1	$0 reported	3
J Eric Smith (former)	Director	2015-2016	1	$0 reported	8
Paul C Reilly (former)	Director	2015-2016	1	$0 reported	2
Christopher B Begy (former)	Director	2015-2016	1	$0 reported	3
Thomas J Mcinerney (former)	Director	2010-2016	1	$0 reported	2
Mark Pearson (former)	Director	2014-2016	1	$0 reported	2
Ajaypal S Banga (former)	Chairman	2012-2016	1	$0 reported	1
William H Rogers Jr (former)	BITS Chairman	2013-2016	1	$0 reported	1
Richard K Davis (former)	Director	2010-2016	1	$0 reported	1
Kent Adams (former)	Director	2014-2016	1	$0 reported	1
Philip B Flynn (former)	Director	2014-2016	1	$0 reported	1
Charles W Scharf (former)	Director	2014-2016	1	$0 reported	1
Daryl G Byrd (former)	Director	2015-2016	1	$0 reported	1
John P Barnes (former)	Director	2016	1	$0 reported	1
William Emerson (former)	Director	2016	1	$0 reported	1
Amer Sajed (former)	Director	2016	1	$0 reported	1
Edward B Rust Jr (former)	Director	2011-2015	1	$0 reported	7
John F Barrett (former)	Director	2011-2015	1	$0 reported	8
Mark Mullin (former)	Director	2013-2015	1	$0 reported	2
David W Nelms (former)	Director	2013-2015	1	$0 reported	3
Grayson Hall (former)	Director	2013-2015	1	$0 reported	2
Kevin Kabat (former)	BITS Chairman	2012-2015	1	$0 reported	5
Larry Zimpleman (former)	Immediate-Past Chairman	2010-2015	1	$0 reported	1
John G Stumpf (former)	Director	2010-2015	1	$0 reported	1
Joseph L Hooley III (former)	Director	2014-2015	1	$0 reported	1
Masashi Oka (former)	Director	2014-2015	1	$0 reported	1
Manuel Sanchez (former)	Director	2012-2014	1	$0 reported	15
Gary Bhojwani (former)	Director	2012-2014	1	$0 reported	9
D Bryan Jordan (former)	Director	2012-2014	1	$0 reported	4
Thomas R Watjen (former)	Treasurer	2011-2014	1	$0 reported	3
Mark Casady (former)	Director	2012-2014	1	$0 reported	1
James A Israel (former)	Director	2011-2014	1	$0 reported	1
Irene M Dorner (former)	Director	2011-2014	1	$0 reported	1
Mr John D Johns (former)	Director	2011-2013	1	$0 reported	14
Liam E Mcgee (former)	Director	2011-2013	1	$0 reported	3
James E Rohr (former)	Director	2010-2013	1	$0 reported	2
William H Cary (former)	Director	2011-2013	1	$0 reported	1
James C Smith (former)	Director	2011-2013	1	$0 reported	1
Laurence D Fink (former)	Director	2010-2012	1	$0 reported	10
Ellen Alemany (former)	Treasurer	2010-2012	1	$0 reported	5
Ellen Costello (former)	Director	2011-2012	1	$0 reported	4
J Michael Shepherd (former)	Director	2010-2012	1	$0 reported	2
Thomas A James (former)	Director	2010-2012	1	$0 reported	2
Walter A Bell (former)	Director	2011-2012	1	$0 reported	1
Aubrey B Patterson (former)	Director	2010-2012	1	$0 reported	1
Edmund F Kelly (former)	Director	2010-2011	1	$0 reported	6
James M Cracchiolo (former)	Director	2010-2011	1	$0 reported	2
James M Wells III (former)	BITS Chairman	2010-2011	1	$0 reported	1
George Borst (former)	Director	2010-2011	1	$0 reported	1
Mark Fetting (former)	Director	2010-2011	1	$0 reported	1
Robert P Kelly (former)	Director	2010-2011	1	$0 reported	1
Joseph W Saunders (former)	Director	2010-2011	1	$0 reported	1
Christopher M Condron (former)	Immediate-Past Chairman	2010	1	$0 reported	4
Robert Wolf (former)	Director	2010	1	$0 reported	3
John Degnan (former)	Director	2010	1	$0 reported	3
Richard E Anthony (former)	Director	2010	1	$0 reported	4
Richard L Carrion (former)	Director	2010	1	$0 reported	1
Masaaki Tanaka (former)	Director	2010	1	$0 reported	1
Robert W Selander (former)	Director	2010	1	$0 reported	1
Russell Goldsmith (former)	Director	2010	1	$0 reported	1

People by year

2024 · 35 people listed · 11 paid, $11.5M · 63 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Greg Baer	President & CEO	40	$3,119,362	$0	$63,550	$3,182,912	2
Kate Childress	EVP, Public Affairs	40	$1,166,987	$0	$31,479	$1,198,466	2
John Court	EVP General Counsel and COO	40	$1,114,464	$0	$65,228	$1,179,692	1
Bill Nelson	EVP & Chief Economist	40	$1,035,062	$0	$36,847	$1,071,909	1
Francisco Covas	EVP & President, BITS	40	$1,002,599	$0	$65,150	$1,067,749	1
Chris Feeney	EVP, Head of Research	40	$833,256	$0	$61,518	$894,774	1
Paige Pidano	SVP, ST Assoc GC & C0-head of Reg Affairs	40	$586,272	$0	$61,610	$647,882	1
Brett Waxman	SVP, Senior Associate General Counsel	40	$540,727	$0	$60,010	$600,737	1
Sean Oblack	SVP, Head of Communications	40	$524,508	$0	$61,610	$586,118	1
Gregg Rozanksy	SVP, Senior Associate General Counsel	40	$538,817	$0	$31,479	$570,296	1
Tabitha Edgens	SVP, SR. Assoc GC & CO-Head of Reg Affairs	40	$479,389	$0	$28,650	$508,039	1
Jamie Dimon	Chairman	1	$0	$0	$0	$0	8
Brian Moynihan	Director	1	$0	$0	$0	$0	7
Jane Fraser	Director	1	$0	$0	$0	$0	5
Charlie Scharf	Director	1	$0	$0	$0	$0	2
Andy Cecere	Director (Ended June 2024)	1	$0	$0	$0	$0	1
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Bill Demchak	Director	1	$0	$0	$0	$0	1
David McKay	Director	1	$0	$0	$0	$0	2
Ron O'Hanley	Director	1	$0	$0	$0	$0	5
Darryl White	Director (Ended June 2024)	1	$0	$0	$0	$0	3
Colm Kelleher	Director	1	$0	$0	$0	$0	2
Chris Gorman	Director (Ended June 2024)	1	$0	$0	$0	$0	3
Robin Vince	Director (Ended June 2024)	1	$0	$0	$0	$0	4
Bill Rogers	Director (Ended June 2024)	1	$0	$0	$0	$0	1
Bruce Van Saun	Director (Ended June 2024)	1	$0	$0	$0	$0	3
Steve Steinour	Director (Ended June 2024)	1	$0	$0	$0	$0	6
Rene Jones	Director	1	$0	$0	$0	$0	1
David Solomon	Director (Starting July 2024)	1	$0	$0	$0	$0	3
CS Venkatakrishnan	Director (Starting July 2024)	1	$0	$0	$0	$0	2
Richard Fairbank	Director (Starting July 2024)	1	$0	$0	$0	$0	1
Rick Wurster	Director (Starting July 2024)	1	$0	$0	$0	$0	1
Tim Spence	Director (Starting July 2024)	1	$0	$0	$0	$0	4
Kanetsugu Mike	Director (Starting July 2024)	1	$0	$0	$0	$0	2
John Turner	Director (Starting July 2024)	1	$0	$0	$0	$0	9

2023 · 34 people listed · 11 paid, $11.3M · 69 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Greg Baer	President & CEO	40	$2,983,900	$0	$62,707	$3,046,607	2
Kate Childress	EVP, Public Affairs	40	$1,153,614	$0	$31,179	$1,184,793	2
Bill Nelson	EVP & Chief Economist	40	$1,052,082	$0	$36,447	$1,088,529	1
John Court	EVP GC, Head of Reg Aff & COO	40	$1,017,806	$0	$62,718	$1,080,524	1
Francisco Covas	EVP, Head of Research	40	$832,501	$0	$62,718	$895,219	1
Chris Feeney	EVP & President, BITS	40	$819,596	$0	$61,256	$880,852	1
Paige Pidano	SVP, Senior Associate General Counsel	40	$639,606	$0	$61,863	$701,469	1
Edward Hill	SVP, Head of Government Relations	40	$583,942	$0	$61,977	$645,919	1
Brett Waxman	SVP, Senior Associate General Counsel	40	$546,492	$0	$59,167	$605,659	1
Gregg Rozanksy	SVP, Senior Associate General Counsel	40	$570,776	$0	$31,179	$601,955	1
Sean Oblack	SVP, Head of Communications	40	$486,057	$0	$62,718	$548,775	1
Jamie Dimon	Chairman	1	$0	$0	$0	$0	8
Brian Moynihan	Director	1	$0	$0	$0	$0	7
Jane Fraser	Director	1	$0	$0	$0	$0	5
Charlie Scharf	Director	1	$0	$0	$0	$0	2
Andy Cecere	Director	1	$0	$0	$0	$0	1
Bharat Masrani	Director (beginning July 2023)	1	$0	$0	$0	$0	2
Bill Demchak	Director (beginning July 2023)	1	$0	$0	$0	$0	1
Bill Rogers	Director	1	$0	$0	$0	$0	1
Richard Fairbank	Director (January 2023 - June 2023)	1	$0	$0	$0	$0	1
Robin Vince	Director	1	$0	$0	$0	$0	4
David McKay	Director (beginning July 2023)	1	$0	$0	$0	$0	2
Ron O'Hanley	Director (beginning July 2023)	1	$0	$0	$0	$0	5
Darryl White	Director (beginning July 2023)	1	$0	$0	$0	$0	3
Colm Kelleher	Director (beginning July 2023)	1	$0	$0	$0	$0	2
Bruce Van Saun	Director	1	$0	$0	$0	$0	3
Tim Spence	Director (January 2023 - June 2023)	1	$0	$0	$0	$0	4
Jean Laurent-Bonnafe	Director (January 2023 - June 2023)	1	$0	$0	$0	$0	1
Kanetsugu Mike	Director (January 2023 - June 2023)	1	$0	$0	$0	$0	2
Rene Jones	Director	1	$0	$0	$0	$0	1
Chris Gorman	Director (begininning July 2023)	1	$0	$0	$0	$0	3
Steve Steinour	Director	1	$0	$0	$0	$0	6
John Turner	Director (January 2023 - June 2023)	1	$0	$0	$0	$0	9
Bryan Jordan	Director (January 2023 - June 2023)	1	$0	$0	$0	$0	2

2022 · 34 people listed · 12 paid, $11.2M · 74 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Greg Baer	President & CEO	40	$3,128,893	$0	$57,482	$3,186,375	2
Kate Childress	EVP, Public Affairs	40	$1,081,884	$0	$27,964	$1,109,848	2
John Court	EVP GC, Head of Reg Aff & COO	40	$1,028,019	$0	$57,661	$1,085,680	1
Bill Nelson	EVP & Chief Economist	40	$965,085	$0	$33,021	$998,106	1
Chris Feeney	EVP & President, BITS	40	$818,144	$0	$55,888	$874,032	1
Francisco Covas	EVP, Head of Research	40	$742,741	$0	$54,471	$797,212	1
Edward Hill	SVP Head of Government Relations	40	$539,733	$0	$56,968	$596,701	1
Gregg Rozansky	SVP Senior Associate General Counsel	40	$568,953	$0	$21,464	$590,417	1
Brett Waxman	SVP Senior Associate General Counsel	40	$498,373	$0	$53,030	$551,403	1
Lauren Anderson	SVP Senior Associate General Counsel	40	$505,166	$0	$34,543	$539,709	1
Paige Pidano	SVP Senior Associate General Counsel	40	$512,638	$0	$23,968	$536,606	1
Ayeola Alexander	SVP Operations & CHRO	40	$310,884	$0	$32,533	$343,417	1
William Demchak	Chairman (January 2022-June 2022)	1	$0	$0	$0	$0	1
Jamie Dimon	Dir. (1/22-6/22) Chairman (beg 6/22)	1	$0	$0	$0	$0	8
Brian Moynihan	Director	1	$0	$0	$0	$0	7
Jean-Laurent Bonnafe	Director	1	$0	$0	$0	$0	1
Darryl White	Director (January 2022-June 2022)	1	$0	$0	$0	$0	3
Richard Fairbank	Director	1	$0	$0	$0	$0	1
Jane Fraser	Director	1	$0	$0	$0	$0	5
Roger Hochschild	Director (January 2022-June 2022)	1	$0	$0	$0	$0	3
Bryan Jordan	Director	1	$0	$0	$0	$0	2
Rene Jones	Director	1	$0	$0	$0	$0	1
Kanetsugu Mike	Director	1	$0	$0	$0	$0	2
Michael O'Grady	Director (January 2022-June 2022)	1	$0	$0	$0	$0	10
Ignacio Alvarez	Director (January 2022-June 2022)	1	$0	$0	$0	$0	1
Ronald O'Hanley	Director (January 2022-June 2022)	1	$0	$0	$0	$0	16
Bharat Masrani	Director (January 2022-June 2022)	1	$0	$0	$0	$0	2
Charlie Scharf	Director	1	$0	$0	$0	$0	2
Todd Gibbons	Director (beginning July 2022)	1	$0	$0	$0	$0	2
Bruce Van Saun	Director (beginning July 2022)	1	$0	$0	$0	$0	3
Tim Spence	Director (beginning July 2022)	1	$0	$0	$0	$0	4
Stephen Steinour	Director (beginning July 2022)	1	$0	$0	$0	$0	7
John Turner	Director (beginning July 2022)	1	$0	$0	$0	$0	9
Andy Cecere	Director (beginning July 2022)	1	$0	$0	$0	$0	1

2021 · 29 people listed · 13 paid, $10.3M · 67 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Greg Baer	President & CEO	40	$2,642,801	$0	$54,661	$2,697,462	2
Kate Childress	EVP, Public Affairs	40	$1,077,192	$0	$26,000	$1,103,192	2
Bill Nelson	EVP & Chief Economist	40	$965,273	$0	$31,910	$997,183	1
Chris Feeney	EVP & President, BITS	40	$799,982	$0	$53,440	$853,422	1
John Court	SVP & Gen. Counsel, Head of Reg Aff & COO	40	$752,437	$0	$54,733	$807,170	1
Francisco Covas	EVP Head of Research	40	$686,052	$0	$53,877	$739,929	1
Anna Harrington	SVP, Assoc. Gen. Counsel	40	$608,469	$0	$9,862	$618,331	1
Gregg Rozansky	SVP, Sr. Assoc. Gen. Counsel	40	$555,534	$0	$20,636	$576,170	1
Brett Waxman	SVP, Sr. Assoc. Gen. Counsel	40	$508,205	$0	$51,994	$560,199	1
Sean Oblack	SVP, Head of Communications	40	$448,117	$0	$54,712	$502,829	1
Dafina Stewart	SVP, Assoc. Gen. Counsel	40	$434,906	$0	$31,861	$466,767	1
Ayeola Alexander	SVP Operations & Chro	40	$272,156	$0	$40,197	$312,353	1
Kenneth Troshinsky	COO & CFO	40	$48,283	$0	$3,615	$51,898	1
Brian Moynihan	Chairman (1/21-6/21) Direc	1	$0	$0	$0	$0	7
William Demchak	Chairman (7/21-12/21) Direc	1	$0	$0	$0	$0	1
Darryl White	Director	1	$0	$0	$0	$0	3
Jean Laurent	Director (7/21-12/21)	1	$0	$0	$0	$0	1
Richard Fairbank	Director (7/21-12/21)	1	$0	$0	$0	$0	1
Jane Fraser	Director	1	$0	$0	$0	$0	5
Roger Hochschild	Director (7/21-12/21)	1	$0	$0	$0	$0	3
Bryan Jordan	Director (7/21-12/21)	1	$0	$0	$0	$0	2
James Dimon	Director	1	$0	$0	$0	$0	5
Rene Jones	Director (7/21-12/21)	1	$0	$0	$0	$0	1
Kanetsugu Mike	Director (7/21-12/21)	1	$0	$0	$0	$0	2
Michael O'Grady	Director (7/21-12/21)	1	$0	$0	$0	$0	10
Ignacio Alvarez	Director (7/21-12/21)	1	$0	$0	$0	$0	1
Ronald O'Hanley	Director	1	$0	$0	$0	$0	16
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Charlie Scharf	Director	1	$0	$0	$0	$0	2

2020 · 32 people listed · 12 paid, $9.7M · 67 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Greg Baer	President & CEO	40	$2,629,011	$0	$55,206	$2,684,217	2
Kate Childress	EVP, Public Affairs	40	$1,047,107	$0	$27,589	$1,074,696	2
Bill Nelson	EVP & Chief Economist	40	$953,199	$0	$30,398	$983,597	1
Chris Feeney	EVP & President, BITS	40	$807,051	$0	$63,944	$870,995	1
John Court	SVP & General Counsel	40	$719,837	$0	$56,769	$776,606	1
Francisco Covas	SVP, Head of Research	40	$645,962	$0	$49,102	$695,064	1
Gregg Rozansky	SVP, Sr. Assoc. General Co	40	$579,810	$0	$25,650	$605,460	1
Michael Lee	SVP, Head of Government Re	40	$546,205	$0	$56,481	$602,686	15
Brett Waxman	SVP, Sr. Assoc. General Co	40	$457,695	$0	$46,457	$504,152	1
David Wagner	SVP, Deputy General Counsel	40	$463,912	$0	$34,642	$498,554	1
Kenneth Troshinsky	Chief Operating Officer &	40	$237,727	$0	$22,987	$260,714	1
George Forsberg	Chief Financial Officer	40	$99,630	$0	$6,279	$105,909	2
Brian Moynihan	Chairman (1/20-6/20) Director (7/20-12/20)	1	$0	$0	$0	$0	7
William Demchak	Chairman (7/20-12/20) Director (1/20-6/20)	1	$0	$0	$0	$0	1
Andy Cecere	Director	1	$0	$0	$0	$0	1
Jamie Dimon	Director	1	$0	$0	$0	$0	8
Curtis C Farmer	Director (7/20-12/20)	1	$0	$0	$0	$0	1
Michael Corbat	Director	1	$0	$0	$0	$0	3
Todd Gibbons	Director	1	$0	$0	$0	$0	2
Beth Mooney	Director (1/20-5/20)	1	$0	$0	$0	$0	15
Christopher Gorman	Director (5/20-12/20)	1	$0	$0	$0	$0	1
Kelly King	Director	1	$0	$0	$0	$0	1
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Ronald O'Hanley	Director	1	$0	$0	$0	$0	16
Charlie Scharf	Director	1	$0	$0	$0	$0	2
Jes Staley	Director	1	$0	$0	$0	$0	3
Kessel Stelling	Director	1	$0	$0	$0	$0	9
John M Turner	Director	1	$0	$0	$0	$0	9
Bruce Van Saun	Director	1	$0	$0	$0	$0	3
Darryl White	Director (7/20-12/20)	1	$0	$0	$0	$0	3
Richard Fairbank	Director (1/20-6/20)	1	$0	$0	$0	$0	1
Greg Carmichael	Director (1/20-6/20)	1	$0	$0	$0	$0	5

2019 · 33 people listed · 13 paid, $10.3M · 76 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Greg Baer	President & CEO	40	$2,498,467	$0	$54,481	$2,552,948	2
Bill Nelson	EVP & Chief Economist	40	$952,807	$0	$29,213	$982,020	1
Kate Childress	EVP, Public Affairs	40	$899,156	$0	$17,823	$916,979	2
Chris Feeney	EVP & President, BITS	40	$822,289	$0	$65,001	$887,290	1
Jeremy Newell	Chief Operating Officer	40	$795,743	$0	$34,968	$830,711	1
David Wagner	SVP, Deputy General Counsel	40	$618,384	$0	$60,763	$679,147	1
John Court	SVP & General Counsel	40	$613,762	$0	$56,718	$670,480	1
Francisco Covas	SVP, Head of Research	40	$607,948	$0	$47,769	$655,717	1
Anthony Cimino	SVP, Government Affairs	40	$531,465	$0	$55,529	$586,994	1
Gregg Rozansky	SVP, Sr. Assoc. General Counsel	40	$524,092	$0	$27,386	$551,478	1
Michael Lee	SVP, Head of Government Relations	40	$459,559	$0	$58,447	$518,006	15
George Forsberg	Chief Financial Officer	40	$305,852	$0	$49,597	$355,449	2
Kenneth Troshinsky	Chief Operating Officer & CFO	40	$75,190	$0	$3,486	$78,676	1
Brian Moynihan	Chairman	1	$0	$0	$0	$0	7
Greg Carmichael	Director	1	$0	$0	$0	$0	5
Andy Cecere	Director	1	$0	$0	$0	$0	1
Michael Corbat	Director	1	$0	$0	$0	$0	3
Bill Demchak	Director	1	$0	$0	$0	$0	1
Jamie Dimon	Director	1	$0	$0	$0	$0	8
Richard Fairbank	Director	1	$0	$0	$0	$0	1
Charlie Scarf	Director (Jan 2019-Sep 2019)	1	$0	$0	$0	$0	1
Todd Gibbons	Director (starting Sep 2019)	1	$0	$0	$0	$0	2
Kelly King	Director	1	$0	$0	$0	$0	1
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Beth Mooney	Director	1	$0	$0	$0	$0	15
Ronald O'Hanley	Director	1	$0	$0	$0	$0	16
Bill Rogers	Director	1	$0	$0	$0	$0	1
Tim Sloan	Director (Jan 2019-Mar 2019)	1	$0	$0	$0	$0	1
Allen Parker	Director (Apr 2019-Oct 2019)	1	$0	$0	$0	$0	1
Charlie Scharf	Director (starting Oct 2019)	1	$0	$0	$0	$0	2
Jes Staley	Director	1	$0	$0	$0	$0	3
Kessel Stelling	Director	1	$0	$0	$0	$0	9
Bruce Van Saun	Director	1	$0	$0	$0	$0	3

2016 · 35 people listed · 10 paid, $7.4M · 88 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Timothy Pawlenty	CEO	50	$2,732,716	$0	$37,100	$2,769,816	2
John Dalton	President HPC	50	$1,150,271	$0	$37,100	$1,187,371	1
Chris Feeney	President BITS	50	$493,800	$0	$65,503	$559,303	1
Eric Hoplin	Executive Director, FSR	50	$516,737	$0	$37,100	$553,837	2
Paul Leonard	VP of Government Affairs	50	$427,077	$0	$70,192	$497,269	1
Francis Creighton	EVP, GA	50	$443,596	$0	$35,992	$479,588	1
Kevin Foster	VP and Sr. Counsel	50	$364,899	$0	$37,199	$402,098	1
Anthony Cimino	Vice President, GA	50	$354,568	$0	$39,479	$394,047	1
Jason Kratovil	VP of Government Affairs	50	$276,848	$0	$53,234	$330,082	1
Eric Selk	Executive Director - Hope	50	$235,040	$0	$39,710	$274,750	1
Ajaypal S Banga	Chairman	1	$0	$0	$0	$0	1
Brian T Moynihan	Chairman-Elect	1	$0	$0	$0	$0	7
Frederick H Waddell	Immediate-Past Chairman	1	$0	$0	$0	$0	20
William H Rogers Jr	BITS Chairman	1	$0	$0	$0	$0	1
Kessel Stelling	Treasurer	1	$0	$0	$0	$0	9
Richard K Davis	Director	1	$0	$0	$0	$0	1
Thomas J Wilson	Director	1	$0	$0	$0	$0	10
Kent Adams	Director	1	$0	$0	$0	$0	1
William S Demchak	Director	1	$0	$0	$0	$0	1
Philip B Flynn	Director	1	$0	$0	$0	$0	1
Mark Pearson	Director	1	$0	$0	$0	$0	2
Charles W Scharf	Director	1	$0	$0	$0	$0	1
Theodore A Mathas	Director	1	$0	$0	$0	$0	3
Daryl G Byrd	Director	1	$0	$0	$0	$0	1
Thomas J McInerney	Director	1	$0	$0	$0	$0	2
Paul C Reilly	Director	1	$0	$0	$0	$0	2
J Eric Smith	Director	1	$0	$0	$0	$0	8
Stephen D Steinour	Director	1	$0	$0	$0	$0	7
Christopher B Begy	Director	1	$0	$0	$0	$0	3
John P Barnes	Director	1	$0	$0	$0	$0	1
William Emerson	Director	1	$0	$0	$0	$0	1
David I McKay	Director	1	$0	$0	$0	$0	2
Richard McKenney	Director	1	$0	$0	$0	$0	3
Robert L Reynolds	Director	1	$0	$0	$0	$0	16
Amer Sajed	Director	1	$0	$0	$0	$0	1

2015 · 40 people listed · 10 paid, $7.4M · 83 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Timothy Pawlenty	CEO	50	$2,598,776	$0	$35,000	$2,633,776	2
John Dalton	President HPC	50	$1,126,527	$0	$37,100	$1,163,627	1
Anne Wallace	Senior Director	50	$682,500	$0	$0	$682,500	1
Kevin Foster	VP and Sr. Counsel	50	$511,112	$0	$46,429	$557,541	1
Eric Hoplin	Executive Director, FSR	50	$467,814	$0	$39,056	$506,870	2
Paul Leonard	VP of Government Affairs	50	$408,806	$0	$73,535	$482,341	1
Francis Creighton	EVP, GA	50	$387,847	$0	$27,672	$415,519	1
Anthony Cimino	Vice President, GA	50	$312,595	$0	$40,870	$353,465	1
Chris Feeney	President BITS (Incoming)	50	$281,078	$0	$15,264	$296,342	1
Paul Smocer	President BITS (Outgoing)	50	$262,504	$0	$26,025	$288,529	1
Frederick H Waddell	Chairman	1	$0	$0	$0	$0	20
Ajaypal S Banga	Chairman-Elect	1	$0	$0	$0	$0	1
Larry Zimpleman	Immediate-Past Chairman	1	$0	$0	$0	$0	1
Kevin T Kabat	BITS Chairman	1	$0	$0	$0	$0	5
Kessel Stelling	Treasurer	1	$0	$0	$0	$0	9
Richard K Davis	Director	1	$0	$0	$0	$0	1
Edward B Rust Jr	Director	1	$0	$0	$0	$0	7
Thomas J Wilson	Director	1	$0	$0	$0	$0	10
John G Stumpf	Director	1	$0	$0	$0	$0	1
Beth E Mooney	Director	1	$0	$0	$0	$0	15
John F Barrett	Director	1	$0	$0	$0	$0	8
Christopher Begy	Director	1	$0	$0	$0	$0	3
Grayson Hall	Director	1	$0	$0	$0	$0	2
Brian T Moynihan	Director	1	$0	$0	$0	$0	7
Mark W Mullin	Director	1	$0	$0	$0	$0	2
David W Nelms	Director	1	$0	$0	$0	$0	3
William H Rogers Jr	Director	1	$0	$0	$0	$0	1
Kent Adams	Director	1	$0	$0	$0	$0	1
William S Demchak	Director	1	$0	$0	$0	$0	1
Philip B Flynn	Director	1	$0	$0	$0	$0	1
Joseph L Hooley III	Director	1	$0	$0	$0	$0	1
Masashi Oka	Director	1	$0	$0	$0	$0	1
Mark Pearson	Director	1	$0	$0	$0	$0	2
Charles W Scharf	Director	1	$0	$0	$0	$0	1
Theodore A Mathas	Director	1	$0	$0	$0	$0	3
Daryl G Byrd	Director	1	$0	$0	$0	$0	1
Thomas J McInerney	Director	1	$0	$0	$0	$0	2
Paul C Reilly	Director	1	$0	$0	$0	$0	2
J Eric Smith	Director	1	$0	$0	$0	$0	8
Stephen D Steinour	Director	1	$0	$0	$0	$0	7

2014 · 43 people listed · 11 paid, $6.7M · 76 employees · 8 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Timothy Pawlenty	CEO	50	$2,469,720	$0	$36,400	$2,506,120	2
John Dalton	President HPC	50	$1,108,465	$0	$37,336	$1,145,801	1
Paul Smocer	President BITS	50	$429,881	$0	$36,400	$466,281	1
Richard M Whiting	Executive Director (Outgoing)	50	$430,880	$0	$32,825	$463,705	2
Paul Leonard	VP of Government Affairs	50	$391,694	$0	$64,392	$456,086	1
John Carlson	EVP BITS	50	$271,799	$0	$64,368	$336,167	1
Eric Hoplin	Executive Director, FSR	50	$303,117	$0	$9,702	$312,819	2
Eric Selk	Executive Director - Hope	50	$230,155	$0	$37,786	$267,941	1
Kevin Foster	VP and Sr. Counsel	50	$221,277	$0	$38,706	$259,983	1
Anthony Cimino	Vice President, GA	50	$210,324	$0	$43,380	$253,704	1
Francis Creighton	EVP, GA	50	$209,642	$0	$0	$209,642	1
Larry Zimpleman	Chairman	1	$0	$0	$0	$0	1
Frederick H Waddell	Chairman-Elect	1	$0	$0	$0	$0	20
John G Stumpf	Immediate-Past Chairman	1	$0	$0	$0	$0	1
Kelly S King	BITS Chairman	1	$0	$0	$0	$0	1
Thomas R Watjen	Treasurer	1	$0	$0	$0	$0	3
Richard K Davis	Director	1	$0	$0	$0	$0	1
Edward B Rust Jr	Director	1	$0	$0	$0	$0	7
Thomas J Wilson	Director	1	$0	$0	$0	$0	10
Theodore A Mathas	Director	1	$0	$0	$0	$0	3
Ajaypal S Banga	Director	1	$0	$0	$0	$0	1
Gary C Bhojwani	Director	1	$0	$0	$0	$0	9
Mark Casady	Director	1	$0	$0	$0	$0	1
James A Israel	Director	1	$0	$0	$0	$0	1
D Bryan Jordan	Director	1	$0	$0	$0	$0	4
Manuel Sanchez	Director	1	$0	$0	$0	$0	15
Stephen D Steinour	Director	1	$0	$0	$0	$0	7
Beth E Mooney	Director	1	$0	$0	$0	$0	15
John F Barrett	Director	1	$0	$0	$0	$0	8
Irene M Dorner	Director	1	$0	$0	$0	$0	1
Grayson Hall	Director	1	$0	$0	$0	$0	2
Brian T Moynihan	Director	1	$0	$0	$0	$0	7
Mark W Mullin	Director	1	$0	$0	$0	$0	2
David W Nelms	Director	1	$0	$0	$0	$0	3
William H Rogers Jr	Director	1	$0	$0	$0	$0	1
Kent Adams	Director	1	$0	$0	$0	$0	1
William S Demchak	Director	1	$0	$0	$0	$0	1
Philip B Flynn	Director	1	$0	$0	$0	$0	1
Joseph L Hooley III	Director	1	$0	$0	$0	$0	1
Masashi Oka	Director	1	$0	$0	$0	$0	1
Mark Pearson	Director	1	$0	$0	$0	$0	2
Charles W Scharf	Director	1	$0	$0	$0	$0	1
Kessel Stelling	Director	1	$0	$0	$0	$0	9

2013 · 42 people listed · 11 paid, $7.3M · 57 employees · 29 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Timothy Pawlenty	CEO	55	$1,647,754	$0	$0	$1,647,754	2
John Dalton	President HPC	55	$1,028,217	$0	$54,124	$1,082,341	1
Steve Bartlett	CEO (outgoing)	0	$938,881	$0	$0	$938,881	4
Richard M Whiting	Executive Director	55	$828,021	$0	$68,738	$896,759	2
Scott Talbott	SVP of Public Policy	55	$759,894	$0	$73,138	$833,032	1
Paul Smocer	President BITS	55	$402,640	$0	$53,200	$455,840	1
Paul Leonard	VP of Government Affairs	55	$385,561	$0	$70,198	$455,759	1
John Carlson	EVP BITS	55	$268,510	$0	$56,710	$325,220	1
Eric Selk	Executive Director - Hope Now	55	$213,922	$0	$36,497	$250,419	1
Richard Foster	VP and Sr. Counsel for Reg. and Legal Affairs	55	$203,206	$0	$29,361	$232,567	1
Craig Schwartz	Director of Registory Programs	55	$195,397	$0	$34,775	$230,172	1
John G Stumpf	Chairman	1	$0	$0	$0	$0	1
Larry Zimpleman	Chairman-Elect	1	$0	$0	$0	$0	1
Thomas J Wilson	Immediate-Past Chairman	1	$0	$0	$0	$0	10
Kelly S King	BITS Chairman	1	$0	$0	$0	$0	1
Thomas R Watjen	Treasurer	1	$0	$0	$0	$0	3
Richard K Davis	Director	1	$0	$0	$0	$0	1
James E Rohr	Director	1	$0	$0	$0	$0	2
Edward B Rust Jr	Director	1	$0	$0	$0	$0	7
John D Johns	Director	1	$0	$0	$0	$0	14
William H Cary	Director	1	$0	$0	$0	$0	1
Kevin T Kabat	Director	1	$0	$0	$0	$0	5
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Liam E McGee	Director	1	$0	$0	$0	$0	3
Ronald P O'Hanley	Director	1	$0	$0	$0	$0	16
James C Smith	Director	1	$0	$0	$0	$0	1
Theodore A Mathas	Director	1	$0	$0	$0	$0	3
Ajaypal S Banga	Director	1	$0	$0	$0	$0	1
Gary C Bhojwani	Director	1	$0	$0	$0	$0	9
Mark Casady	Director	1	$0	$0	$0	$0	1
James A Israel	Director	1	$0	$0	$0	$0	1
D Bryan Jordan	Director	1	$0	$0	$0	$0	4
Manuel Sanchez	Director	1	$0	$0	$0	$0	15
Stephen D Steinour	Director	1	$0	$0	$0	$0	7
Beth E Mooney	Director	1	$0	$0	$0	$0	15
John F Barrett	Director	1	$0	$0	$0	$0	8
Irene M Dorner	Director	1	$0	$0	$0	$0	1
Grayson Hall	Director	1	$0	$0	$0	$0	2
Brian T Moynihan	Director	1	$0	$0	$0	$0	7
Mark W Mullin	Director	1	$0	$0	$0	$0	2
David W Nelms	Director	1	$0	$0	$0	$0	3
William H Rogers Jr	Director	1	$0	$0	$0	$0	1

2012 · 44 people listed · 12 paid, $6.9M · 57 employees · 34 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Steve Bartlett	President and CEO (outgoing)	55	$1,921,499	$0	$66,344	$1,987,843	4
John Dalton	President HPC	55	$1,027,854	$0	$52,912	$1,080,766	1
Richard M Whiting	Executive Director	55	$808,034	$0	$66,344	$874,378	2
Scott Talbott	Senior Vice President of Public Policy	55	$514,766	$0	$69,272	$584,038	1
Paul Smocer	President BITS	55	$379,421	$0	$51,500	$430,921	1
Paul Leonard	Vice President of Government Affairs	55	$350,551	$0	$66,476	$417,027	1
John Carlson	BITS, Executive Vice President	55	$248,174	$0	$52,176	$300,350	1
Timothy Pawlenty	President and CEO (incoming)	55	$289,705	$0	$0	$289,705	2
Peter Ludgin	Executive Director-AFC	55	$220,230	$0	$48,056	$268,286	1
Donald Truslow	President FSIC	55	$219,837	$0	$17,287	$237,124	1
Daniel Schutzer	Chief Technology Officer	30	$203,701	$0	$26,507	$230,208	1
Craig Schwartz	Director of Registry Programs	55	$196,891	$0	$12,725	$209,616	1
Thomas J Wilson	Chairman	1	$0	$0	$0	$0	10
John G Stumpf	Chairman-Elect	1	$0	$0	$0	$0	1
James E Rohr	Immediate-Past Chairman	1	$0	$0	$0	$0	2
Kelly S King	BITS Chairman	1	$0	$0	$0	$0	1
Ellen Alemany	Treasurer	1	$0	$0	$0	$0	5
Thomas A James	Director	1	$0	$0	$0	$0	2
Edward B Rust Jr	Director	1	$0	$0	$0	$0	7
Richard K Davis	Director	1	$0	$0	$0	$0	1
Larry Zimpleman	Director	1	$0	$0	$0	$0	1
John F Barrett	Director	1	$0	$0	$0	$0	8
Walter A Bell	Director	1	$0	$0	$0	$0	1
Irene M Dorner	Director	1	$0	$0	$0	$0	1
Laurence D Fink	Director	1	$0	$0	$0	$0	10
Aubrey B Patterson	Director	1	$0	$0	$0	$0	1
J Michael Shepherd	Director	1	$0	$0	$0	$0	2
Frederick H Waddell	Director	1	$0	$0	$0	$0	20
John D Johns	Director	1	$0	$0	$0	$0	14
William H Cary	Director	1	$0	$0	$0	$0	1
Kevin T Kabat	Director	1	$0	$0	$0	$0	5
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Liam E McGee	Director	1	$0	$0	$0	$0	3
Ronald P O'Hanley	Director	1	$0	$0	$0	$0	16
James C Smith	Director	1	$0	$0	$0	$0	1
Thomas R Watjen	Director	1	$0	$0	$0	$0	3
Ellen Costello	Director	1	$0	$0	$0	$0	4
Ajaypal S Banga	Director	1	$0	$0	$0	$0	1
Gary C Bhojwani	Director	1	$0	$0	$0	$0	9
Mark Casady	Director	1	$0	$0	$0	$0	1
James A Israel	Director	1	$0	$0	$0	$0	1
D Bryan Jordan	Director	1	$0	$0	$0	$0	4
Theodore A Mathas	Director	1	$0	$0	$0	$0	3
Manuel Sanchez	Director	1	$0	$0	$0	$0	15

2011 · 42 people listed · 11 paid, $7.0M · 54 employees · 26 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Steve Bartlett	President & CEO	55	$1,753,172	$0	$68,356	$1,821,528	4
John Dalton	President, Housing Policy	55	$1,135,185	$0	$54,472	$1,189,657	1
Leigh Williams	BITS President	55	$765,083	$0	$62,264	$827,347	1
Richard M Whiting	Executive Director	55	$757,165	$0	$68,356	$825,521	2
Scott Talbott	Senior VP of Gov't Affairs	55	$459,794	$0	$70,738	$530,532	1
Paul Smocer	BITS President	55	$443,129	$0	$37,800	$480,929	1
Paul Leonard	VP of Government Affairs	55	$320,810	$0	$63,224	$384,034	1
Peter Ludgin	Executive Director-AFC	55	$214,141	$0	$48,960	$263,101	1
Daniel Schutzer	Chief Technology Officer	55	$228,697	$0	$14,011	$242,708	1
William Henley	VP of BITS	55	$207,857	$0	$25,938	$233,795	1
Donald Truslow	VP of FSIC	55	$218,763	$0	$0	$218,763	1
James E Rohr	Chairman	1	$0	$0	$0	$0	2
Thomas J Wilson	Chairman-Elect	1	$0	$0	$0	$0	10
Richard K Davis	Immediate-Past Chairman	1	$0	$0	$0	$0	1
James M Wells III	BITS Chairman	1	$0	$0	$0	$0	1
Ellen Alemany	Treasurer	1	$0	$0	$0	$0	5
John F Barrett	Director	1	$0	$0	$0	$0	8
Walter A Bell	Director	1	$0	$0	$0	$0	1
George Borst	Director	1	$0	$0	$0	$0	1
William H Cary	Director	1	$0	$0	$0	$0	1
Ellen Costello	Director	1	$0	$0	$0	$0	4
James M Cracchiolo	Director	1	$0	$0	$0	$0	2
Irene M Dorner	Director	1	$0	$0	$0	$0	1
Mark Fetting	Director	1	$0	$0	$0	$0	1
Laurence D Fink	Director	1	$0	$0	$0	$0	10
James A Israel	Director	1	$0	$0	$0	$0	1
Thomas A James	Director	1	$0	$0	$0	$0	2
John D Johns	Director	1	$0	$0	$0	$0	14
Edmund F Kelly	Director	1	$0	$0	$0	$0	6
Robert P Kelly	Director	1	$0	$0	$0	$0	1
Bharat Masrani	Director	1	$0	$0	$0	$0	2
Liam E McGee	Director	1	$0	$0	$0	$0	3
Ronald P O'Hanley	Director	1	$0	$0	$0	$0	16
Aubrey B Patterson	Director	1	$0	$0	$0	$0	1
Edward B Rust Jr	Director	1	$0	$0	$0	$0	7
Joseph W Saunders	Director	1	$0	$0	$0	$0	1
J Michael Shepherd	Director	1	$0	$0	$0	$0	2
James C Smith	Director	1	$0	$0	$0	$0	1
John G Stumpf	Director	1	$0	$0	$0	$0	1
Frederick H Waddell	Director	1	$0	$0	$0	$0	20
Thomas R Watjen	Director	1	$0	$0	$0	$0	3
Larry Zimpleman	Director	1	$0	$0	$0	$0	1

2010 · 38 people listed · 10 paid, $6.4M · 53 employees · 23 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Steve Bartlett	President & CEO	55	$1,755,400	$0	$51,694	$1,807,094	4
John Dalton	President, Housing Policy	55	$946,584	$0	$72,482	$1,019,066	1
Leigh Williams	BITS President	55	$904,128	$0	$53,298	$957,426	1
Richard M Whiting	Executive Director	55	$735,449	$0	$51,694	$787,143	2
Scott Talbott	Senior VP of Government Af	55	$421,049	$0	$54,613	$475,662	1
Paul Leonard	VP of Government Affairs,	55	$287,604	$0	$55,609	$343,213	1
Paul Smocer	BITS-Vice President, Secur	55	$285,293	$0	$26,800	$312,093	1
Daniel Schutzer	Chief Technology Officer	55	$253,556	$0	$15,018	$268,574	1
Peter Ludgin	Executive Director-AFC	55	$207,227	$0	$48,371	$255,598	1
John Fricke	Initiative Executive	55	$175,304	$0	$8,119	$183,423	1
Richard K Davis	Chairman	1	$0	$0	$0	$0	1
James E Rohr	Chairman-Elect	1	$0	$0	$0	$0	2
Christopher M Condron	Immediate-Past Chairman	1	$0	$0	$0	$0	4
James M Wells III	BITS Chairman	1	$0	$0	$0	$0	1
Robert P Kelly	Treasurer	1	$0	$0	$0	$0	1
Thomas A James	Director	1	$0	$0	$0	$0	2
John G Stumpf	Director	1	$0	$0	$0	$0	1
James M Cracchiolo	Director	1	$0	$0	$0	$0	2
Edmund F Kelly	Director	1	$0	$0	$0	$0	6
Joseph W Saunders	Director	1	$0	$0	$0	$0	1
Laurence D Fink	Director	1	$0	$0	$0	$0	10
Kelly S King	Director	1	$0	$0	$0	$0	1
Aubrey B Patterson	Director	1	$0	$0	$0	$0	1
J Michael Shepherd	Director	1	$0	$0	$0	$0	2
Frederick H Waddell	Director	1	$0	$0	$0	$0	20
Ellen Alemany	Director	1	$0	$0	$0	$0	5
Richard L Carrion	Director	1	$0	$0	$0	$0	1
Larry Zimpleman	Director	1	$0	$0	$0	$0	1
Thomas J Wilson	Director	1	$0	$0	$0	$0	10
Robert Wolf	Director	1	$0	$0	$0	$0	3
Masaaki Tanaka	Director	1	$0	$0	$0	$0	1
Thomas J McInerney	Director	1	$0	$0	$0	$0	2
Robert W Selander	Director	1	$0	$0	$0	$0	1
Russell Goldsmith	Director	1	$0	$0	$0	$0	1
George Borst	Director	1	$0	$0	$0	$0	1
Mark Fetting	Director	1	$0	$0	$0	$0	1
Richard E Anthony	Director	1	$0	$0	$0	$0	4
John J Degnan	Director	1	$0	$0	$0	$0	3

Highest-paid independent contractors

2024 · 5 contractors · $4.5M

Name	Location	Service	Paid
Sullivan & Cromwell	New York, NY	Consulting	$2,244,216
Gibson Dunn	Los Angeles, CA	Consulting	$948,746
Safeguard World Intl Ltd	Cheshire	Payroll Services	$624,083
The Herald Group	Washington, DC	Consulting	$400,000
WilmerHale	Washington, DC	Consulting	$304,992

2023 · 5 contractors · $3.4M

Name	Location	Service	Paid
Sullivan & Cromwell LLP	New York, NY	Consulting	$1,249,408
MOI Inc	Philadephia, PA	Office furniture/design/installation	$701,025
Compass Lexicon	Bowie, MD	Consulting	$612,613
DWatts Construction LLC	Alexandria, VA	Construction	$474,401
The Herald Group LLC	Washington, DC	Consulting	$335,000

2022 · 5 contractors · $3.2M

Name	Location	Service	Paid
Sullivan & Cromwell LLP	New York, NY	Consulting	$1,081,096
DWatts Construction LLC	Alexandria, VA	Construction	$996,694
Covington & Burling LLP	Washington, DC	Consulting	$540,000
Design Data	Gaithersburg, MD	IT services	$320,564
MOI Inc	Philadephia, PA	Office furniture/design/installation	$256,602

2021 · 5 contractors · $3.1M

Name	Location	Service	Paid
Sullivan & Cromwell LLP	New York, NY	Legal consulting	$1,622,322
Covington & Burling LLP	Washington, DC	Legal consulting	$410,000
The Boston Consulting Group Inc	Chicago, IL	Technology consulting	$405,000
Design Data	Gaithersburg, MD	IT services	$308,558
Venable LLP	Baltimore, MD	Legal consulting	$304,374

2020 · 5 contractors · $2.9M

Name	Location	Service	Paid
Sullivan & Cromwell LLP	New York, NY	Consulting	$1,633,615
Covington & Burling	Washington, DC	Consulting	$510,500
Narrative Strategies	Washington, DC	Consulting	$292,500
The Boston Consulting Group	San Francisco, CA	Consulting	$285,000
WilmerHale	Washington, DC	Consulting	$164,500

2019 · 5 contractors · $3.1M

Name	Location	Service	Paid
Sullivan & Cromwell LLP	New York, NY	Consulting	$1,341,005
Harbinger LLC	Washington, DC	Consulting	$1,069,688
CGCN Group LLC	Washington, DC	Consulting	$270,938
WilmerHale	Washington, DC	Consulting	$205,418
TPO Inc	Falls Church, VA	Consulting	$168,145

2016 · 5 contractors · $1.4M

Name	Location	Service	Paid
Barnett Sivon Natter	Washington, DC	Consulting	$532,196
Harbinger LLC	Washington, DC	Consulting	$334,389
Gibson Dunn & Crutcher LLP	Los Angeles, CA	Consulting	$254,952
Smith Free Group LLC	Washington, DC	Consulting	$142,323
Clark Lytle & Gedulig	Washington, DC	Consulting	$140,000

2015 · 5 contractors · $1.3M

Name	Location	Service	Paid
Barnett Sivon Natter	Washington, DC	Consulting	$704,439
Debevoise & Plimpton LLP	New York, NY	Consulting	$200,000
Stonegate Associates	Silver Spring, MD	Consulting	$168,000
Spencer Stuart	Chicago, IL	Consulting	$151,884
Smith Free Group LLC	Washington, DC	Consulting	$120,000

2014 · 5 contractors · $1.2M

Name	Location	Service	Paid
Barnett Sivon Natter	Washington, DC	Consulting	$622,575
Stonegate Associates	Silver Spring, MD	Consulting	$171,000
Korn Ferry	Minneapolis, MN	Consulting	$168,000
Smith Free Group LLC	Washington, DC	Consulting	$120,000
Clark Lytle Geduldig Cranford LLC	Washington, DC	Consulting	$120,000

2013 · 5 contractors · $1.3M

Name	Service	Paid
Barnett Sivon Natter	Consulting	$688,138
Adrian Harpool Associates	Media specialist	$238,298
Bradley Dwin Stonegate Associates	Consultant for Hope Now	$144,500
Smith Free Group LLC	Consultant for GA and HPC	$120,000
Clark Lytle Geduldig Cranford LLC	Consultant for GA	$108,000

2012 · 5 contractors · $1.9M

Name	Location	Service	Paid
Barnett Sivon & Natter PC	Washington, DC	Consulting	$750,227
Korn Ferry International	Minneapolis, MN	CEO search	$668,805
Adrian Harpool Associates	Baltimore, MD	Media specialist	$206,412
Bradley Dwin Stonegate Associates	Silver Spring, MD	Consultant for Hope Now	$142,000
John Doyle Principal Network	Arlington, VA	Retirement security consulting	$123,360

2011 · 5 contractors · $1.4M

Name	Location	Service	Paid
Barnett Sivon & Natter PC	Washington, DC	Consulting	$784,489
Amy Stewart Data Cuts	Washington, DC	Data Reporting	$207,211
Adrian Harpool Associates	Baltimore, MD	Media	$138,353
Bradley Dwin Stonegate Associates	Silver Spring, MD	Media Consulting	$126,000
HDMK	Washington, DC	Consulting	$120,700

2010 · 5 contractors · $1.9M

Name	Location	Service	Paid
Barnett Sivon & Natter PC	Washington, DC	Consulting	$619,107
Maslansky Luntz Partners	New York, NY	Consulting	$562,152
Adrian Harpool Associates	Baltimore, MD	Radio Advertisement	$263,128
Breaux Lott Leadership Group	Washington, DC	Consulting	$240,000
Gregory P Wilson Consulting	Great Falls, VA	FSIC Consulting	$171,828

Federal lobbying

Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.

Year	Spent	Reports
2026	$2,500,000	9
2025	$2,940,000	15
2024	$2,930,000	21
2023	$3,730,000	24
2022	$2,350,000	20
2021	$2,480,000	24
2020	$3,180,000	25
2019	$1,890,000	13
2018	$3,835,000	16
2017	$8,250,000	15
2016	$5,110,000	9
2015	$5,240,000	8
2014	$5,270,000	8
2013	$6,710,000	9
2012	$8,060,000	8
2011	$9,580,000	9
2010	$7,580,000	8
2009	$3,280,000	6

Issues: Banking, Financial Institutions/Investments/Securities, Copyright/Patent/Trademark, Taxation/Internal Revenue Code, Insurance, Science/Technology, Housing, Disaster Planning/Emergencies, Consumer Issues/Safety/Products, Trade (domestic/foreign), Retirement, Budget/Appropriations

Firms hired: BANK POLICY INSTITUTE, THE SMITH-FREE GROUP, LLC, SULLIVAN & CROMWELL LLP, VENABLE LLP, 9TH STREET STRATEGIES, FS VECTOR LLC, VAN SCOYOC ASSOCIATES, FORBES-TATE, FS VECTOR, CORNERSTONE GOVERNMENT AFFAIRS, INC.

Political committees

Federal political committees (usually PACs) whose FEC filings name this organization as their connected organization, matched on name and state.

BANK POLICY INSTITUTE PAC C00193177, $694,575 from individuals since 1980

Paid as a vendor by

Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.

Year	Paid by	Service	Paid	Filing
2024	CYBER RISK INSTITUTE	Seconded employees and shared admin/oper	$390,665	view vendor page
2023	CYBER RISK INSTITUTE	Seconded employees and shared admin/oper	$1,330,313	view vendor page
2022	CYBER RISK INSTITUTE	Seconded employees & shared admin/operat	$812,409	view vendor page

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 5 grants to organizations · $220K

Listed grants add up to $220,000; the return's “grants paid” expense line says $225,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2024 · CSV

2023 · 5 grants to organizations · $185K

Listed grants add up to $185,000; the return's “grants paid” expense line says $190,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2023 · CSV

2022 · 3 grants to organizations · $2.7M

Show every grant for 2022 · CSV

2021 · 2 grants to organizations · $50K

Listed grants add up to $50,000; the return's “grants paid” expense line says $54,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2021 · CSV

2020 · 3 grants to organizations · $80K

Show every grant for 2020 · CSV

2019 · 3 grants to organizations · $90K

Listed grants add up to $90,000; the return's “grants paid” expense line says $103,903. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2016 · 1 grant to organizations · $20K

Show every grant for 2016 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$35,312,939	$34,116,822	$48,770,558	$15,573,841	$0	$33,538,076	$8,595,502	63	0
2023 · Form 990 period ending 2023-12-31 · amended · view filing · original 990 ↗
$31,509,714	$31,663,890	$49,419,204	$14,454,067	$0	$31,344,062	$8,176,524	69	0
2023 · Form 990 period ending 2023-12-31 · superseded · view filing · original 990 ↗
$32,389,289	$31,663,890	$49,419,204	$14,454,067	$0	$31,344,062	$8,176,524	69	0
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$30,476,068	$31,172,714	$41,812,574	$12,509,285	$0	$29,639,655	$8,394,670	74	0
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$30,420,949	$29,249,410	$28,929,492	$14,736,117	$0	$29,824,000	$7,562,608	67	0
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$29,175,132	$27,135,447	$27,899,988	$15,366,478	$0	$28,480,625	$6,884,343	67	0
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$29,899,102	$28,945,645	$25,746,317	$13,355,726	$1,450,000	$27,637,669	$7,274,554	76	0
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$21,363,660	$20,195,349	$19,443,610	$9,691,905	$17,752	$21,079,349	$5,345,078	88	0
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$20,419,589	$18,822,437	$16,588,599	$8,709,118	$0	$20,344,329	$4,889,143	83	0
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$19,321,305	$18,901,584	$17,132,761	$8,046,730	$0	$19,158,283	$5,162,665	76	8
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$20,366,278	$18,707,294	$16,703,003	$8,308,599	$200,000	$19,961,998	$4,333,112	57	29
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$22,734,111	$22,490,485	$11,482,042	$6,488,615	$134,734	$22,538,045	$5,169,022	57	34
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$19,955,247	$19,224,983	$10,769,784	$6,047,691	$84,513	$19,773,343	$5,165,083	54	26
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$22,176,264	$24,133,615	$16,469,348	$5,840,227	$522,000	$21,516,616	$4,826,327	53	23

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

FINANCIAL SERVICES FORUM Washington, DC · 7 people in common (Brian Moynihan, Charlie Scharf, David Solomon)
INSTITUTE OF INTERNATIONAL FINANCE INC Washington, DC · 4 people in common (CS Venkatakrishnan, David McKay, Kanetsugu Mike)
BUSINESS ROUNDTABLE INC Washington, DC · 3 people in common (Brian Moynihan, Jamie Dimon, Jane Fraser)
CATALYST INC New York, NY · 3 people in common (Brian Moynihan, Darryl White, Jamie Dimon)
THE PARTNERSHIP FOR NEW YORK CITY INC New York, NY · 3 people in common (Jamie Dimon, Jane Fraser, Robin Vince)
OHIO BUSINESS ROUNDTABLE Columbus, OH · 3 people in common (Chris Gorman, Steve Steinour, Tim Spence)
INTERNATIONAL MONETARY CONFERENCE Washington, DC · 3 people in common (Bharat Masrani, Colm Kelleher, Darryl White)
BPI FOUNDATION Washington, DC · 2 people in common (Greg Baer, Kate Childress) · related organization (Schedule R)
ROBIN HOOD FOUNDATION New York, NY · 1 person in common (David Solomon)
UNITED WAY OF CENTRAL ALABAMA INC Birmingham, AL · 1 person in common (John Turner)
COUNCIL ON FOREIGN RELATIONS INC New York, NY · 1 person in common (Jane Fraser)
BOYS AND GIRLS CLUBS OF BOSTON INC Boston, MA · 1 person in common (Brian Moynihan)
COLUMBUS PARTNERSHIP Columbus, OH · 1 person in common (Steve Steinour)
BUSINESS COUNCIL OF ALABAMA Montgomery, AL · 1 person in common (John Turner)
FOREIGN POLICY ASSOCIATION INCORPORATED New York, NY · 1 person in common (Bruce Van Saun)
PROSPER FOUNDATION Birmingham, AL · 1 person in common (John Turner)
BIRMINGHAM BUSINESS ALLIANCE Birmingham, AL · 1 person in common (John Turner)
MASSACHUSETTS COMPETITIVE PARTNERSHIP INC Boston, MA · 1 person in common (Brian Moynihan)
CINCINNATI BUSINESS COMMITTEE Cincinnati, OH · 1 person in common (Tim Spence)
LEADERSHIP BIRMINGHAM INC AN Birmingham, AL · 1 person in common (John Turner)

Funders of this organization

2 grantors reported grants to this organization, $20,000 in all, tax years 2014 to 2016. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
BPI FOUNDATION	Public charity	Exact	2016	1	$10,000	2016	$10,000	show
MORTGAGE BANKERS ASSOCIATION OF AMERICA	Public charity	Exact	2014-2015	2	$10,000	2015	$5,000	show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (67)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
YOUTH POLICY INSTITUTE INC	CA	Not reported	$46,914,190	$47,462,481	PRESIDENT AND CEO	$394,229	Similar name, revenue within 2x
ECONOMIC POLICY INSTITUTE	DC	V22	$17,421,520	$14,224,558	PRESIDENT	$270,559	Similar name, revenue within 5x, same state
ILLINOIS POLICY INSTITUTE	IL	W05	$8,092,270	$7,481,285	PRESIDENT AND CEO	$426,417	Similar name, revenue within 5x
LEARNING POLICY INSTITUTE	CA	B05	$10,514,616	$16,502,674	Director/CEO	$576,347	Similar name, revenue within 5x
MIGRATION POLICY INSTITUTE	DC	R05	$6,855,627	$7,069,622	PRESIDENT	$353,194	Similar name, revenue within 10x, same state
INSTITUTE FOR POLICY STUDIES	DC	Q05	$5,650,996	$5,230,308	EXECUTIVE DIRECTOR	$188,689	Similar name, revenue within 10x, same state
POLICY ISSUES INSTITUTE	CA	Not reported	$5,174,269	$5,495,572	CEO	$382,500	Similar name, revenue within 10x
State Policy Institute	DC	Not reported	$364,000	$344,961	Executive Director	$185,000	Similar name, revenue differs more than 10x, same state
JUSTICE POLICY INSTITUTE	DC	I21	$660,411	$1,034,935	Executive Director	$185,825	Similar name, revenue differs more than 10x, same state
ORION POLICY INSTITUTE	DC	Q05	$18,534	$21,286	PRESIDENT	$0	Similar name, revenue differs more than 10x, same state
US-INDIA POLICY INSTITUTE	DC	A05	$598,701	$77,178	PRESIDENT	$0	Similar name, revenue differs more than 10x, same state
EARTH POLICY INSTITUTE	DC	Not reported	$147,438	$1,337,688	VP-TREASURER	$257,444	Similar name, revenue differs more than 10x, same state
TAX COUNCIL POLICY INSTITUTE	DC	T11	$886,533	$720,070	Executive Director	$609,876	Similar name, revenue differs more than 10x, same state
Victim Policy Institute Inc	DC	Not reported	$120,000	$156,698	Executive Dir.	$0	Similar name, revenue differs more than 10x, same state
INSTITUTE FOR HEALTH POLICY	DC	Not reported	$1,300,000	$1,108,627	EXECUTIVE DIRECTOR	$82,500	Similar name, revenue differs more than 10x, same state
GLOBAL POLICY INSTITUTE USA	DC	B05	$135,417	$128,487	CEO	$0	Similar name, revenue differs more than 10x, same state
DC FISCAL POLICY INSTITUTE INC	DC	S20	$2,748,434	$2,209,233	EXECUTIVE DIRECTOR	$197,988	Similar name, revenue differs more than 10x, same state
WASHINGTON POLICY INSTITUTE	DC	B99	$268,300	$270,506	DIRECTOR AND PRESIDENT	$0	Similar name, revenue differs more than 10x, same state
TECHNOLOGY POLICY INSTITUTE	DC	Q20	$1,983,651	$1,703,058	DIRECTOR AND PRESIDENT	$298,338	Similar name, revenue differs more than 10x, same state
POLICY INSTITUTE	MT	Not reported	$86,261	$132,971	President	$33,547	Similar name, revenue differs more than 10x
COLORADO POLICY INSTITUTE	CO	R99	$68,000	$69,660	PRESIDENT	$0	Similar name, revenue differs more than 10x
BALSA POLICY INSTITUTE INC	NY	W05	$48,867	$144,499	Founder and CEO	$0	Similar name, revenue differs more than 10x
BITCOIN POLICY INSTITUTE	TN	W01	$3,320,088	$1,942,828	CO-CEO	$165,750	Similar name, revenue differs more than 10x
MGGA Policy Institute Inc	GA	Not reported	$200,000	$157,815	None	$0	Similar name, revenue differs more than 10x
CASCADE POLICY INSTITUTE	OR	Z99	$1,349,303	$917,384	PRESIDENT AN	$188,870	Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 67 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
FORD FOUNDATION	Private foundation	$30,956,391	132	6	2009–2024	ECONOMIC POLICY INSTITUTE; MIGRATION POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES; FLORIDA POLICY INSTITUTE INC and 2 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$25,474,585	72	18	2016–2024	ILLINOIS POLICY INSTITUTE; ECONOMIC POLICY INSTITUTE; BITCOIN POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES and 14 more
THE CHICAGO COMMUNITY TRUST	DAF sponsor	$17,887,400	15	4	2016–2024	LEARNING POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES; ILLINOIS POLICY INSTITUTE; CASCADE POLICY INSTITUTE
CARNEGIE CORPORATION OF NEW YORK	Private foundation	$17,413,000	38	4	2010–2024	MIGRATION POLICY INSTITUTE; LEARNING POLICY INSTITUTE; ECONOMIC POLICY INSTITUTE; FISCAL POLICY INSTITUTE
WILLIAM & FLORA HEWLETT FOUNDATION	Private foundation	$16,299,500	28	3	2016–2024	LEARNING POLICY INSTITUTE; ECONOMIC POLICY INSTITUTE; MIGRATION POLICY INSTITUTE
GATES FOUNDATION	Private foundation	$12,745,221	28	3	2010–2024	LEARNING POLICY INSTITUTE; MIGRATION POLICY INSTITUTE; ECONOMIC POLICY INSTITUTE
W K KELLOGG FOUNDATION	Private foundation	$10,014,624	45	4	2009–2024	ECONOMIC POLICY INSTITUTE; MIGRATION POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES; LEARNING POLICY INSTITUTE
ESB CHARITABLE FOUNDATION	Private foundation	$8,816,218	10	1	2016–2023	LEARNING POLICY INSTITUTE
SILICON VALLEY COMMUNITY FOUNDATION	DAF sponsor	$8,184,590	31	8	2011–2024	MIGRATION POLICY INSTITUTE; LEARNING POLICY INSTITUTE; ECONOMIC POLICY INSTITUTE; UPSTREAM POLICY INSTITUTE INC and 4 more
ROBERT WOOD JOHNSON FOUNDATION	Private foundation	$6,927,500	8	3	2020–2024	ECONOMIC POLICY INSTITUTE; MIGRATION POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES
ROCKEFELLER FOUNDATION	Private foundation	$6,817,852	13	3	2010–2024	ECONOMIC POLICY INSTITUTE; FLORIDA POLICY INSTITUTE INC; MIGRATION POLICY INSTITUTE
JOHN D & CATHERINE T MACARTHUR FOUNDATION	Private foundation	$6,532,250	31	4	2010–2021	MIGRATION POLICY INSTITUTE; JUSTICE POLICY INSTITUTE; WORLD POLICY INSTITUTE INC; ILLINOIS POLICY INSTITUTE
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$6,530,665	31	12	2020–2024	ILLINOIS POLICY INSTITUTE; BITCOIN POLICY INSTITUTE; KANSAS POLICY INSTITUTE; UPSTREAM POLICY INSTITUTE INC and 8 more
FOUNDATION TO PROMOTE OPEN SOCIETY	Private foundation	$4,975,442	22	3	2020–2024	MIGRATION POLICY INSTITUTE; JUSTICE POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$4,874,000	43	10	2014–2024	ENERGY AND POLICY INSTITUTE; INSTITUTE FOR POLICY STUDIES; ILLINOIS POLICY INSTITUTE; ECONOMIC POLICY INSTITUTE and 6 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $34,116,822 spent · pay $24,398,087 · grants $225,000 · events $382,402

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$12,500,083	-	-	-	36.6%
Pay: officers, directors, trustees, key employees		$8,595,502	-	-	-	25.2%
Fees: other services		$5,504,529	-	-	-	16.1%
Pension plan contributions		$1,212,369	-	-	-	3.6%
Payroll taxes		$1,067,406	-	-	-	3.1%
Occupancy		$1,042,281	-	-	-	3.1%
Other employee benefits		$1,022,727	-	-	-	3.0%
Depreciation and depletion		$885,431	-	-	-	2.6%
Information technology		$504,068	-	-	-	1.5%
Travel		$465,027	-	-	-	1.4%
Office expenses		$457,616	-	-	-	1.3%
Conferences, conventions and meetings		$382,402	-	-	-	1.1%
Grants to US organizations and governments		$225,000	-	-	-	0.7%
Fees: legal		$86,816	-	-	-	0.3%
Insurance		$74,445	-	-	-	0.2%
Other (as described)	Other taxes	$54,954	-	-	-	0.2%
Fees: accounting		$33,075	-	-	-	0.1%
Other (as described)	Unrelated bus. inc. tax	$3,091	-	-	-	0.0%
Total		$34,116,822				100%

View the filing

2023 · Form 990 · $31,663,890 spent · pay $22,311,603 · grants $190,000 · events $483,634

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$10,783,069	-	-	-	34.1%
Pay: officers, directors, trustees, key employees		$8,176,524	-	-	-	25.8%
Fees: other services		$4,819,425	-	-	-	15.2%
Payroll taxes		$1,250,250	-	-	-	3.9%
Occupancy		$1,160,597	-	-	-	3.7%
Pension plan contributions		$1,158,970	-	-	-	3.7%
Other employee benefits		$942,790	-	-	-	3.0%
Depreciation and depletion		$899,603	-	-	-	2.8%
Office expenses		$527,931	-	-	-	1.7%
Conferences, conventions and meetings		$483,634	-	-	-	1.5%
Information technology		$455,139	-	-	-	1.4%
Travel		$401,050	-	-	-	1.3%
Other (as described)	Unrelated bus. inc. tax	$200,281	-	-	-	0.6%
Grants to US organizations and governments		$190,000	-	-	-	0.6%
Fees: legal		$99,385	-	-	-	0.3%
Insurance		$59,541	-	-	-	0.2%
Fees: accounting		$29,330	-	-	-	0.1%
Other (as described)	Other taxes	$26,208	-	-	-	0.1%
Fees: investment management		$163	-	-	-	0.0%
Total		$31,663,890				100%

View the filing

2022 · Form 990 · $31,172,714 spent · pay $20,963,561 · grants $2,716,323 · events $1,194,163

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$9,514,791	-	-	-	30.5%
Pay: officers, directors, trustees, key employees		$8,394,670	-	-	-	26.9%
Fees: other services		$2,967,482	-	-	-	9.5%
Grants to US organizations and governments		$2,716,323	-	-	-	8.7%
Occupancy		$1,271,276	-	-	-	4.1%
Conferences, conventions and meetings		$1,194,163	-	-	-	3.8%
Payroll taxes		$1,085,090	-	-	-	3.5%
Pension plan contributions		$1,076,308	-	-	-	3.5%
Other employee benefits		$892,702	-	-	-	2.9%
Depreciation and depletion		$523,069	-	-	-	1.7%
Office expenses		$430,709	-	-	-	1.4%
Information technology		$413,075	-	-	-	1.3%
Travel		$372,118	-	-	-	1.2%
Fees: legal		$150,103	-	-	-	0.5%
Insurance		$73,602	-	-	-	0.2%
Other (as described)	Unrelated bus. inc. tax	$61,452	-	-	-	0.2%
Fees: accounting		$30,160	-	-	-	0.1%
Other (as described)	Other taxes	$5,121	-	-	-	0.0%
Fees: investment management		$500	-	-	-	0.0%
Total		$31,172,714				100%

View the filing

2021 · Form 990 · $29,249,410 spent · pay $21,609,686 · grants $54,000 · events $126,701

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$11,296,905	-	-	-	38.6%
Pay: officers, directors, trustees, key employees		$7,562,608	-	-	-	25.9%
Fees: other services		$3,377,121	-	-	-	11.5%
Occupancy		$1,530,982	-	-	-	5.2%
Payroll taxes		$1,121,807	-	-	-	3.8%
Pension plan contributions		$910,630	-	-	-	3.1%
Other employee benefits		$717,736	-	-	-	2.5%
Depreciation and depletion		$609,925	-	-	-	2.1%
Fees: legal		$589,699	-	-	-	2.0%
Office expenses		$536,584	-	-	-	1.8%
Information technology		$416,038	-	-	-	1.4%
Other (as described)	Unrelated bus. inc. tax	$187,311	-	-	-	0.6%
Conferences, conventions and meetings		$126,701	-	-	-	0.4%
Travel		$107,184	-	-	-	0.4%
Insurance		$77,931	-	-	-	0.3%
Grants to US organizations and governments		$54,000	-	-	-	0.2%
Fees: accounting		$29,374	-	-	-	0.1%
Fees: investment management		$500	-	-	-	0.0%
Other (as described)	Other taxes	-$3,626	-	-	-	-0.0%
Total		$29,249,410				100%

View the filing

2020 · Form 990 · $27,135,447 spent · pay $19,957,379 · grants $80,000 · events $129,621

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$10,303,032	-	-	-	38.0%
Pay: officers, directors, trustees, key employees		$6,884,343	-	-	-	25.4%
Fees: other services		$3,463,853	-	-	-	12.8%
Occupancy		$1,550,137	-	-	-	5.7%
Payroll taxes		$1,103,058	-	-	-	4.1%
Pension plan contributions		$974,892	-	-	-	3.6%
Other employee benefits		$692,054	-	-	-	2.6%
Office expenses		$589,675	-	-	-	2.2%
Depreciation and depletion		$457,504	-	-	-	1.7%
Information technology		$352,737	-	-	-	1.3%
Other (as described)	Unrelated bus. inc. tax	$194,349	-	-	-	0.7%
Fees: legal		$137,268	-	-	-	0.5%
Conferences, conventions and meetings		$129,621	-	-	-	0.5%
Travel		$114,032	-	-	-	0.4%
Grants to US organizations and governments		$80,000	-	-	-	0.3%
Insurance		$75,990	-	-	-	0.3%
Fees: accounting		$29,211	-	-	-	0.1%
Other (as described)	Other taxes	$3,691	-	-	-	0.0%
Total		$27,135,447				100%

View the filing

2019 · Form 990 · $28,945,645 spent · pay $18,574,049 · grants $103,903 · events $3,471,974

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$9,293,353	-	-	-	32.1%
Pay: officers, directors, trustees, key employees		$7,274,554	-	-	-	25.1%
Conferences, conventions and meetings		$3,471,974	-	-	-	12.0%
Fees: other services		$3,205,538	-	-	-	11.1%
Occupancy		$1,336,107	-	-	-	4.6%
Pension plan contributions		$706,886	-	-	-	2.4%
Payroll taxes		$656,795	-	-	-	2.3%
Other employee benefits		$642,461	-	-	-	2.2%
Travel		$557,615	-	-	-	1.9%
Office expenses		$525,687	-	-	-	1.8%
Depreciation and depletion		$396,626	-	-	-	1.4%
Information technology		$347,186	-	-	-	1.2%
Fees: legal		$157,290	-	-	-	0.5%
Other (as described)	Unrelated bus. inc. tax	$145,253	-	-	-	0.5%
Grants to US organizations and governments		$103,903	-	-	-	0.4%
Insurance		$89,120	-	-	-	0.3%
Fees: accounting		$29,369	-	-	-	0.1%
Other (as described)	Other taxes	$5,900	-	-	-	0.0%
Other (as described)	Reorganization expenses	$28	-	-	-	0.0%
Total		$28,945,645				100%

View the filing

2016 · Form 990 · $20,195,349 spent · pay $13,149,826 · grants $20,000 · events $1,086,010

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$6,061,950	-	-	-	30.0%
Pay: officers, directors, trustees, key employees		$5,345,078	-	-	-	26.5%
Fees: other services		$1,500,082	-	-	-	7.4%
Other (as described)	Coalition expenditures	$1,425,933	-	-	-	7.1%
Occupancy		$1,221,229	-	-	-	6.0%
Conferences, conventions and meetings		$1,086,010	-	-	-	5.4%
Pension plan contributions		$736,146	-	-	-	3.6%
Other employee benefits		$561,789	-	-	-	2.8%
Office expenses		$506,970	-	-	-	2.5%
Payroll taxes		$444,863	-	-	-	2.2%
Depreciation and depletion		$385,207	-	-	-	1.9%
Travel		$229,663	-	-	-	1.1%
Information technology		$206,374	-	-	-	1.0%
Fees: legal		$202,347	-	-	-	1.0%
Insurance		$80,819	-	-	-	0.4%
Advertising and promotion		$67,897	-	-	-	0.3%
Other (as described)	Dues/subscriptions	$45,000	-	-	-	0.2%
Other (as described)	Hope Now outreach	$41,206	-	-	-	0.2%
Fees: accounting		$26,087	-	-	-	0.1%
Grants to US organizations and governments		$20,000	-	-	-	0.1%
Other (as described)	Corp. Social Responsib.	$699	-	-	-	0.0%
Total		$20,195,349				100%

View the filing

2015 · Form 990 · $18,822,437 spent · pay $11,946,052 · grants $0 · events $886,137

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$5,287,613	-	-	-	28.1%
Pay: officers, directors, trustees, key employees		$4,889,143	-	-	-	26.0%
Other (as described)	Coalition expenditures	$1,549,937	-	-	-	8.2%
Fees: other services		$1,351,064	-	-	-	7.2%
Occupancy		$1,149,841	-	-	-	6.1%
Conferences, conventions and meetings		$886,137	-	-	-	4.7%
Pension plan contributions		$845,626	-	-	-	4.5%
Office expenses		$539,913	-	-	-	2.9%
Other employee benefits		$483,749	-	-	-	2.6%
Payroll taxes		$439,921	-	-	-	2.3%
Depreciation and depletion		$375,345	-	-	-	2.0%
Fees: legal		$254,983	-	-	-	1.4%
Travel		$226,949	-	-	-	1.2%
Information technology		$189,641	-	-	-	1.0%
Other (as described)	Hope Now outreach	$100,857	-	-	-	0.5%
Other (as described)	Corp. Social Responsib.	$91,704	-	-	-	0.5%
Insurance		$86,245	-	-	-	0.5%
Other (as described)	Opportunity/contingency	$50,983	-	-	-	0.3%
Fees: accounting		$22,786	-	-	-	0.1%
Total		$18,822,437				100%

View the filing

2014 · Form 990 · $18,901,584 spent · pay $11,233,392 · grants $0 · events $997,227

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$5,162,665	-	-	-	27.3%
Other salaries and wages		$4,487,132	-	-	-	23.7%
Fees: other services		$1,609,603	-	-	-	8.5%
Occupancy		$1,230,081	-	-	-	6.5%
Other (as described)	Coalition expenditures	$1,123,441	-	-	-	5.9%
Conferences, conventions and meetings		$997,227	-	-	-	5.3%
Pension plan contributions		$761,960	-	-	-	4.0%
Other (as described)	Realignment charge	$733,844	-	-	-	3.9%
Office expenses		$505,719	-	-	-	2.7%
Other employee benefits		$438,603	-	-	-	2.3%
Payroll taxes		$383,032	-	-	-	2.0%
Depreciation and depletion		$338,887	-	-	-	1.8%
Fees: legal		$272,449	-	-	-	1.4%
Travel		$245,701	-	-	-	1.3%
Other (as described)	Opportunity/contingency	$180,286	-	-	-	1.0%
Information technology		$147,197	-	-	-	0.8%
All other expenses		$108,217	-	-	-	0.6%
Other (as described)	Hope Now outreach	$77,930	-	-	-	0.4%
Insurance		$71,786	-	-	-	0.4%
Fees: accounting		$25,824	-	-	-	0.1%
Total		$18,901,584				100%

View the filing

2013 · Form 990 · $18,707,294 spent · pay $10,955,079 · grants $0 · events $879,983

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$5,301,290	-	-	-	28.3%
Pay: officers, directors, trustees, key employees		$4,333,112	-	-	-	23.2%
Fees: other services		$1,404,329	-	-	-	7.5%
Occupancy		$1,384,489	-	-	-	7.4%
Other (as described)	Coalition expenditures	$1,145,009	-	-	-	6.1%
Conferences, conventions and meetings		$879,983	-	-	-	4.7%
Other (as described)	Staff and meeting reali	$780,851	-	-	-	4.2%
Other employee benefits		$515,093	-	-	-	2.8%
Payroll taxes		$439,405	-	-	-	2.3%
Office expenses		$404,672	-	-	-	2.2%
Pension plan contributions		$366,179	-	-	-	2.0%
Other (as described)	Community service	$354,068	-	-	-	1.9%
Depreciation and depletion		$305,487	-	-	-	1.6%
Other (as described)	Hope Now outreach	$285,275	-	-	-	1.5%
Fees: legal		$209,085	-	-	-	1.1%
Travel		$201,424	-	-	-	1.1%
All other expenses		$171,053	-	-	-	0.9%
Information technology		$135,873	-	-	-	0.7%
Insurance		$57,824	-	-	-	0.3%
Fees: accounting		$32,793	-	-	-	0.2%
Total		$18,707,294				100%

View the filing

2012 · Form 990 · $22,490,485 spent · pay $10,331,976 · grants $0 · events $1,133,858

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$5,169,022	-	-	-	23.0%
Other salaries and wages		$3,978,908	-	-	-	17.7%
Other (as described)	Industry reputation	$3,584,000	-	-	-	15.9%
Other (as described)	Coalition expenditures	$1,861,146	-	-	-	8.3%
Occupancy		$1,361,847	-	-	-	6.1%
Fees: other services		$1,327,992	-	-	-	5.9%
Conferences, conventions and meetings		$1,133,858	-	-	-	5.0%
Other (as described)	Transition	$788,304	-	-	-	3.5%
All other expenses		$689,624	-	-	-	3.1%
Other employee benefits		$459,102	-	-	-	2.0%
Payroll taxes		$408,013	-	-	-	1.8%
Other (as described)	Community service	$365,930	-	-	-	1.6%
Pension plan contributions		$316,931	-	-	-	1.4%
Depreciation and depletion		$289,381	-	-	-	1.3%
Travel		$216,710	-	-	-	1.0%
Office expenses		$182,782	-	-	-	0.8%
Fees: legal		$172,169	-	-	-	0.8%
Information technology		$97,547	-	-	-	0.4%
Insurance		$61,714	-	-	-	0.3%
Fees: accounting		$25,505	-	-	-	0.1%
Total		$22,490,485				100%

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2011 · Form 990 · $19,224,983 spent · pay $9,893,540 · grants $0 · events $893,627

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$5,165,083	-	-	-	26.9%
Other salaries and wages		$3,383,381	-	-	-	17.6%
Other (as described)	Coalition expenditures	$2,074,973	-	-	-	10.8%
Fees: other services		$1,622,976	-	-	-	8.4%
Occupancy		$1,308,835	-	-	-	6.8%
Conferences, conventions and meetings		$893,627	-	-	-	4.6%
Office expenses		$690,965	-	-	-	3.6%
All other expenses		$540,353	-	-	-	2.8%
Pension plan contributions		$488,945	-	-	-	2.5%
Other employee benefits		$462,779	-	-	-	2.4%
Other (as described)	Industry reputation	$460,114	-	-	-	2.4%
Other (as described)	Community service	$429,496	-	-	-	2.2%
Payroll taxes		$393,352	-	-	-	2.0%
Other (as described)	Agents for Change	$354,360	-	-	-	1.8%
Travel		$289,825	-	-	-	1.5%
Depreciation and depletion		$255,942	-	-	-	1.3%
Fees: legal		$195,137	-	-	-	1.0%
Information technology		$131,384	-	-	-	0.7%
Interest		$57,978	-	-	-	0.3%
Fees: accounting		$25,478	-	-	-	0.1%
Total		$19,224,983				100%

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2010 · Form 990 · $24,133,615 spent · pay $10,467,988 · grants $0 · events $1,368,622

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	Changing the Dialogue	$4,999,491	-	-	-	20.7%
Pay: officers, directors, trustees, key employees		$4,826,327	-	-	-	20.0%
Other salaries and wages		$4,551,472	-	-	-	18.9%
Fees: other services		$1,816,427	-	-	-	7.5%
Other (as described)	Coalition expenditures	$1,782,042	-	-	-	7.4%
Conferences, conventions and meetings		$1,368,622	-	-	-	5.7%
Occupancy		$1,132,501	-	-	-	4.7%
Other (as described)	Hope Now outreach	$508,490	-	-	-	2.1%
Other (as described)	Agents for Change	$403,386	-	-	-	1.7%
Other employee benefits		$397,637	-	-	-	1.6%
Payroll taxes		$381,226	-	-	-	1.6%
Office expenses		$361,782	-	-	-	1.5%
Travel		$340,055	-	-	-	1.4%
Pension plan contributions		$311,326	-	-	-	1.3%
Other (as described)	Community service	$277,058	-	-	-	1.1%
Depreciation and depletion		$248,852	-	-	-	1.0%
Information technology		$169,571	-	-	-	0.7%
Fees: legal		$165,884	-	-	-	0.7%
Insurance		$69,536	-	-	-	0.3%
Fees: accounting		$21,930	-	-	-	0.1%
Total		$24,133,615				100%

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BANK POLICY INSTITUTE

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