2025-03-17T15:09:19+00:00 2024-04-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-05-01 730380620 Oklahoma Bankers Association OKLA 4054245252 643 NE 41ST STREET OKLAHOMA CITY OK 73105 Adrian Beverage CEO 4054245252 2025-03-17 true Jeanette Verrelli P00742631 9727028262 2025-03-17 2023 2025-03-06 01:10:19Z ADRIAN BEVERAGE 643 NE 41ST STREET OKLAHOMA CITY OK 73105 4161573 false X WWW.OBA.COM X 1897 OK WE MAKE BANKERS BETTER AT WHAT THEY DO IN THE BANK EVERY DAY 25 25 15 200 0 0 0 0 3370069 3485531 80025 377129 2125 620 3452219 3863280 0 0 382878 392450 1531778 1451906 0 0 0 1209672 1386028 3124328 3230384 327891 632896 7436686 8000889 2840000 2912381 4596686 5088508 WE MAKE BANKERS BETTER AT WHAT THEY DO IN THE BANK EVERY DAY. WE PROVIDE EDUCATION, GOVERNMENT RELATIONS, ASSISTANCE WITH COMPLIANCE, FRAUD ISSUES AND PUBLIC RELATIONS ON BEHALF OF THE INDUSTRY. false false MEMBER EDUCATION PROGRAMS AND MEETINGS INDUSTRY REPRESENTATION AND SUPPORT, INCLUDING THE ADDITION OF THE EMERGING LEADERS PROGRAM. THIS PROGRAM INCLUDES ALL PROGRAMS OTHER THAN EDUCATION AND PRODUCTS AND SERVICES PRODUCTS AND SERVICES 0 false false false true false false false false false true true false true true false false true false false false false false false false false false false false true false false false false false false false false false false false true true true false true 19 0 true 15 true false false false false true true false false false X 25 25 false false false false true true true true true false false false true true true true true true true false OK X ADRIAN BEVERAGE 4054245252 643 NE 41ST OKLAHOMA CITY OK 73105 Alicia Wade Vice Chair, Board 1.0 0.3 X X 0 0 0 Amada Alvidrez Immed Past Chair, Board 1.0 0.3 X X 0 0 0 Bryan Cain Chair, Board 1.0 0.3 X X 0 0 0 Steve Bagwell 1st Vice Chair, Board 1.0 0.3 X X 0 0 0 Adam Anderson Director 0.3 0.0 X 0 0 0 Andrew Wells Director 0.3 0.0 X 0 0 0 Bert Davison Director 0.3 0.0 X 0 0 0 Beth Wright Director 0.3 0.0 X 0 0 0 Bill Fanning Director 0.3 0.0 X 0 0 0 Debbie Ward Director 0.3 0.0 X 0 0 0 Frazier Henke Director 0.3 0.0 X 0 0 0 Gregg Weber Director 0.3 0.0 X 0 0 0 Julie Stovall Director 0.3 0.0 X 0 0 0 Leigh-Anne Taylor Director 0.3 0.0 X 0 0 0 Mark Caldwell Director 0.3 0.0 X 0 0 0 Matt Jackson Director 0.3 0.0 X 0 0 0 Nancy Cantu Director 0.3 0.0 X 0 0 0 Priscilla Cude Director 0.3 0.0 X 0 0 0 R Keith Mansfield Director 0.3 0.0 X 0 0 0 Rigo Aranda Director 0.3 0.0 X 0 0 0 Ryan Quidley Director 0.3 0.0 X 0 0 0 Ryan Yates Director 0.3 0.0 X 0 0 0 Sean Kouplen Director 0.3 0.0 X 0 0 0 Steve Hart Director 0.3 0.0 X 0 0 0 Ted Cundiff Director 0.3 0.0 X 0 0 0 Adrian Beverage CEO/President 40.0 5.0 X 334581 0 56630 Lea Ann Jackson COO/CFO 40.0 5.0 X 226163 0 39453 Janis Reeser EVP, Education 40.0 1.0 X 161398 0 23811 Elaine Dodd EVP, Fraud 40.0 1.0 X 141677 0 22236 Kathryn Donovan Director of Accounting 40.0 5.0 X 121868 0 21146 Megan McGuire VP - Govt/Member Relations 40.0 1.0 X 109823 0 29822 1095510 0 193098 6 false true false Bankersonlinecom 2541 Flint Ridge Road Edmond OK 73003 Consulting 390012 1 0 MEMBERSHIP DUES 900099 1954502 1954502 CONVENTIONS AND SEMINARS 611430 1425823 1425823 PRODUCTS AND SERVICES 900099 105206 105206 0 0 0 0 3485531 189191 189191 0 0 463743 22488 287177 11116 176566 11372 187938 187938 OTHER INCOME 900099 620 620 0 0 0 0 620 3863280 3486151 0 377129 392450 842036 412481 42173 95114 60102 23402 6090 4268 5510 46139 149863 98394 47934 101420 18069 EDUCATION AND PROGRAMS 463017 SUPPLIES 76369 GOVERNMENT RELATIONS 58383 ADMINISTRATIVE EXPENSE 48643 238527 3230384 449742 110586 3593979 4167268 0 0 52083 35337 0 0 0 0 0 0 6326 5867 194061 248177 3060559 2314460 733050 746099 1346199 1594757 522354 462938 0 0 0 538892 629860 7436686 8000889 457078 412117 0 0 1464089 1531423 0 0 0 0 0 0 0 0 0 0 918833 968841 2840000 2912381 X 4596686 5088508 0 0 0 0 0 0 0 0 4596686 5088508 7436686 8000889 X 632896 -81658 -59416 X false true X true false false false false 1954502 399876 399876 431749 -31873 60012 60012 2248805 1709303 539502 751742 605157 146585 746099 INVEST- OBA FINANCIAL SERVICES 427388 C INVEST - COMPLIANCE ALLIANCE 35550 C 462938 CSV LIFE INSURANCE 7742 DUE FROM AFFILIATES 622118 629860 DUE TO AFFILIATES 968841 968841 Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X true true X X X false false false Adrian Beverage CEO/President 222682 0 89411 0 22488 0 24400 0 32230 0 391211 0 0 0 Lea Ann Jackson COO/CFO 187492 0 25251 0 13420 0 18093 0 21360 0 265616 0 0 0 Janis Reeser EVP, Education 128778 0 25369 0 7251 0 12912 0 10899 0 185209 0 0 0 Elaine Dodd EVP, Fraud 125585 0 16092 0 0 0 11334 0 10902 0 163913 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees President/CEO was reimbursed for dues for golf club membership. All such payments were reported as taxable compensation. Form 990, Part VI, Line 1a Delegate broad authority to a committee SUBJECTIVE TO THE DIRECTIVES OF THE BOARD OF DIRECTORS, THE BOARD MAY DELEGATE THE DUTIES AND RESPONSIBILITIES OF THE BOARD OF DIRECTORS TO AN EXECUTIVE COMMITTEE, AUDIT COMMITTEE OR OTHER COMMITTEES ESTABLISHED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIR, VICE CHAIR, FIRST VICE CHAIR, IMMEDIATE PAST CHAIR, AND THE PRESIDENT OF THE OBA, WITH THE PRESIDENT SERVING AS A NON-VOTING MEMBER OF THE COMMITTEE. ALL ACTIONS OF ANY DIVISION, COMMITTEE AND TASK FORCE ARE SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS OF THE OBA. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS OF THE ORGANIZATION ARE FINANCIAL INSTITUTIONS WITH FEDERALLY INSURED DEPOSITS IN THE STATE OF OKLAHOMA Form 990, Part VI, Line 7a Members or stockholders electing members of governing body EACH MEMBER FINANCIAL INSTITUTION HAS ONE VOTE. THE EIGHTEEN MEMBERS OF THE BOARD, AS WELL AS FOUR BOARD OFFICERS, ARE ELECTED BY THE MEMBERS. TWO BOARD MEMBERS ARE APPOINTED BY THE CHAIRMAN OF THE BOARD. ONE IS A REPRESENTATIVE OF THE EMERGING LEADERS CLASS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders EACH MEMBER HAS ONE VOTE. CHANGES TO THE BY-LAWS REQUIRE A VOTE OF THE MEMBERSHIP FOR APPROVAL. ADDITIONALLY, CHANGES IN COMPENSATION FOR MANAGEMENT-LEVEL EMPLOYEES, EXCEPT THE CEO, ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. CHANGES IN COMPENSATION OF THE CEO ARE APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE PREPARER PROVIDES A TAX ORGANIZER TO THE ORGANIZATION FOR COMPLETION. THE INFORMATION REQUESTED IS PROVIDED TO THE PREPARER. FORM 990 IS THEN PREPARED BY AN INDEPENDENT CPA FIRM. THE PREPARER SUBMITS A DRAFT OF FORM 990 TO THE CFO WHEN COMPLETE. THE CFO REVIEWS THE RETURN AND ALL RELATED SCHEDULES AND NOTIFIES THE PREPARER IF CHANGES ARE NEEDED. IF CHANGES ARE NECESSARY, THE PREPARER MAKES THOSE CHANGES AND RE-SUBMITS TO THE CFO FOR REVIEW AND APPROVAL. THE RETURN IS THEN SIGNED BY THE CEO, EXCEPT THAT THE PREPARER MAY ELECTRONICALLY SUBMIT THE RETURN WHEN EXPEDIENT. THE FORM 990 IS MADE AVAILABLE TO THE BOARD FOR THEIR REVIEW AT THE FOLLOWING MEETING. Form 990, Part VI, Line 12c Conflict of interest policy EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A DISCLOSURE FORM. SUCH FORM IS REVIEWED BY THE CFO/COO. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD FOR RESOLUTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official CEO'S COMPENSATION IS STATED IN EMPLOYMENT CONTRACT. EMPLOYMENT CONTRACT WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND INCLUDED THE REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION AT THE TIME THE CONTRACT WAS APPROVED. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE ANNUALLY AS PART OF THE BUDGET PROCESS AND FURTHER CONFIRMED IN REVIEW AND APPROVAL FOR FILING OF THE FORM 990. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE SECURELY FILED WITH THE CFO AT THE OBA OFFICES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Income from Subsidiary - -59416; OKLAHOMA BANKERS FOUNDATION 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731042334 HUMANITARIAN OK 501(c)(3) 7 OBA true OBA FINANCIAL SERVICES CORP 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731307162 BANKING SERVICES OK OBA C Corporation 1.0000 true OBA INSURANCE AGENCY INC 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731306925 INSURANCE SERVICES OK OBA FSC C Corporation 73649 1113763 1.0000 true OBA SERVICES COMPANY INC 643 NE 41ST STREET OKLAHOMA CITY OK 73105 731330181 FINANCIAL SERVICES OK OBA FSC C Corporation 344985 109156 1.0000 true false false false false false false false false false false false false false true true false false true true OBA Insurance Agency Inc S 53186 A/P Increase OBA Services Company Inc N 78522 Alloc of GL OBA Services Company Inc R 88796 A/R Increase