Nonprofit · EIN 73-0380620
OKLAHOMA BANKERS ASSOCIATION
Tax-exempt · OKLAHOMA CITY, OK 73105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2024 | 990 | $3,863,280 | $3,230,384 | $632,896 | $8,000,889 | $2,912,381 | $5,088,508 |
| April 30, 2023 | 990 | $3,452,219 | $3,124,328 | $327,891 | $7,436,686 | $2,840,000 | $4,596,686 |
Financial details: 990 for the year ended April 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,485,531
- Investment income
- $377,129
- Net gain from sales of assets
- $187,938
- Other revenue
- $620
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $392,450
- Compensation of officers, directors and key employees
- $842,036
- Other salaries and wages
- $412,481
- Salaries, compensation and benefits (total)
- $1,451,906
- Professional fundraising fees
- $0
- Accounting fees
- $23,402
- Occupancy
- $98,394
- Travel
- $47,934
- Depreciation
- $101,420
Balance sheet and other
- Total assets, start of year
- $7,436,686
- Total assets, end of year
- $8,000,889
- Total liabilities, end of year
- $2,912,381
- Net assets, end of year
- $5,088,508
- Land, buildings and equipment
- $746,099
- Publicly traded securities
- $1,594,757
- Net assets without donor restrictions
- $5,088,508
- Gross receipts
- $4,161,573
- Employees
- 15
- Volunteers
- 200
- Year formed
- 1897
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Adrian Beverage | CEO/President Officer | 40 | $334,581 | $56,630 |
| Lea Ann Jackson | COO/CFO Officer | 40 | $226,163 | $39,453 |
| Janis Reeser | EVP, Education Key employee | 40 | $161,398 | $23,811 |
| Elaine Dodd | EVP, Fraud Highest-paid employee | 40 | $141,677 | $22,236 |
| Kathryn Donovan | Director of Accounting Highest-paid employee | 40 | $121,868 | $21,146 |
| Megan McGuire | VP - Govt/Member Relations Highest-paid employee | 40 | $109,823 | $29,822 |
| Alicia Wade | Vice Chair, Board Trustee or director, Officer | 1 | $0 | $0 |
| Amada Alvidrez | Immed Past Chair, Board Trustee or director, Officer | 1 | $0 | $0 |
| Bryan Cain | Chair, Board Trustee or director, Officer | 1 | $0 | $0 |
| Steve Bagwell | 1st Vice Chair, Board Trustee or director, Officer | 1 | $0 | $0 |
| Adam Anderson | Director Trustee or director | 0.3 | $0 | $0 |
| Andrew Wells | Director Trustee or director | 0.3 | $0 | $0 |
| Bert Davison | Director Trustee or director | 0.3 | $0 | $0 |
| Beth Wright | Director Trustee or director | 0.3 | $0 | $0 |
| Bill Fanning | Director Trustee or director | 0.3 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Debbie Ward | Director Trustee or director | 0.3 | $0 |
| Frazier Henke | Director Trustee or director | 0.3 | $0 |
| Gregg Weber | Director Trustee or director | 0.3 | $0 |
| Julie Stovall | Director Trustee or director | 0.3 | $0 |
| Leigh-Anne Taylor | Director Trustee or director | 0.3 | $0 |
| Mark Caldwell | Director Trustee or director | 0.3 | $0 |
| Matt Jackson | Director Trustee or director | 0.3 | $0 |
| Nancy Cantu | Director Trustee or director | 0.3 | $0 |
| Priscilla Cude | Director Trustee or director | 0.3 | $0 |
| R Keith Mansfield | Director Trustee or director | 0.3 | $0 |
| Rigo Aranda | Director Trustee or director | 0.3 | $0 |
| Ryan Quidley | Director Trustee or director | 0.3 | $0 |
| Ryan Yates | Director Trustee or director | 0.3 | $0 |
| Sean Kouplen | Director Trustee or director | 0.3 | $0 |
| Steve Hart | Director Trustee or director | 0.3 | $0 |
| Ted Cundiff | Director Trustee or director | 0.3 | $0 |
990 for the year ended April 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Adrian Beverage | PRESIDENT/CEO/TREASURER Officer | 40 | $361,909 | $58,744 |
| Lea Ann Jackson | COO / CFO Officer | 40 | $226,722 | $38,639 |
| Janis Reeser | EVP - EDUCATION Key employee | 40 | $160,147 | $23,616 |
| Elaine Dodd | EVP - FRAUD Highest-paid employee | 40 | $152,598 | $22,635 |
| Kathryn Donovan | Director of Accounting Highest-paid employee | 40 | $123,029 | $20,794 |
| Megan McGuire | VP of Govt/Member Relations Highest-paid employee | 40 | $105,100 | $28,493 |
| Bryan Cain | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Alicia Wade | 1st Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Gregg Weber | Director Trustee or director | 0.5 | $0 | $0 |
| Adam Anderson | Director Trustee or director | 0.5 | $0 | $0 |
| Mark Caldwell | Director Trustee or director | 0.5 | $0 | $0 |
| Julie Stovall | Director Trustee or director | 0.5 | $0 | $0 |
| Leigh-Anne Taylor | Director Trustee or director | 0.5 | $0 | $0 |
| Bert Davison | Director Trustee or director | 0.5 | $0 | $0 |
| Jerold Phillips | Director Trustee or director | 0.5 | $0 | $0 |
| Kelli Seacat | Director Trustee or director | 0.5 | $0 | $0 |
| Amada Alvidrez | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Rick Walker | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Priscilla Cude | Director Trustee or director | 0.5 | $0 | $0 |
| R Keith Mansfield | Director Trustee or director | 0.5 | $0 | $0 |
| Frazier Henke | Director Trustee or director | 0.5 | $0 | $0 |
| Debbie Ward | Director Trustee or director | 0.5 | $0 | $0 |
| Andrew Wells | Director Trustee or director | 0.5 | $0 | $0 |
| Rigo Aranda | Director Trustee or director | 0.5 | $0 | $0 |
| Sandy Werner | Director Trustee or director | 0.5 | $0 | $0 |
| Andrea Bendele | Director Trustee or director | 0.5 | $0 | $0 |
| Tony Shinn | Director Trustee or director | 0.5 | $0 | $0 |
| Billy Taylor | Director Trustee or director | 0.5 | $0 | $0 |
| Dawne Stafford | Director Trustee or director | 0.5 | $0 | $0 |
| Matt Jackson | Director Trustee or director | 0.5 | $0 | $0 |
| Ted Cundiff | Director Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 643 NE 41ST ST, OKLAHOMA CITY, OK 73105-7231
- In care of
- % ADRIAN BEVERAGE
- Principal officer (990 for 2023)
- ADRIAN BEVERAGE, 643 NE 41ST STREET, OKLAHOMA CITY, OK 73105
- Signed the 990
- Adrian Beverage, CEO
- Phone
- (405) 424-5252
- Website
- WWW.OBA.COM
- Return prepared by
- Forvis Mazars LLP
Mission
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | Not on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 73-0380620
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,000,889
- Income (IRS master file)
- $4,161,573
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2024 | $3,863,280 | $3,230,384 | $8,000,889 | XML |
| 990 | April 2023 | $3,452,219 | $3,124,328 | $7,436,686 | XML |
| 990 | April 2022 | $3,904,069 | $3,181,808 | $7,110,372 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-0380620).
Questions about OKLAHOMA BANKERS ASSOCIATION
- What is the EIN of OKLAHOMA BANKERS ASSOCIATION?
- The employer identification number (EIN) of OKLAHOMA BANKERS ASSOCIATION is 73-0380620.
- Is OKLAHOMA BANKERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1963.
- Are donations to OKLAHOMA BANKERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OKLAHOMA BANKERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OKLAHOMA BANKERS ASSOCIATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OKLAHOMA BANKERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2024.
- Who is the principal officer of OKLAHOMA BANKERS ASSOCIATION?
- The 990 for the year ended April 30, 2024 names ADRIAN BEVERAGE.
- Who are the officers and directors of OKLAHOMA BANKERS ASSOCIATION?
- The 990 for the year ended April 30, 2024 lists 31 people; 6 received compensation from the organization, the highest $334,581 (Adrian Beverage, CEO/President).
- How much revenue does OKLAHOMA BANKERS ASSOCIATION have?
- On its 990 for the year ended April 30, 2024 it reported revenue of $3,863,280, expenses of $3,230,384 and total assets of $8,000,889 at year end.
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